traders.lt - Forumas Tema: SAF1R - SAF Tehnika https://www.traders.lt/forums.php?m=posts&q=436 Thu, 30 Jun 2022 12:33:30 +0200 FeedCreator 1.7.2-ppt (info@mypapit.net) https://www.traders.lt/skins/traders/img/logo_big.png traders.lt - Forumas https://www.traders.lt/forums.php?m=posts&q=436 212 41 SAF1R - SAF Tehnika (jeronimas) https://www.traders.lt/forums.php?m=posts&p=716826#716826 After review of financials -> I don't change any view upon SAF. Slightly worrying couple of BS rows (inventory/AR), but company continue to become USA based company :D Interesting to see who salaries/bonuses are correliating with results and it seems like a great place to work :) as for annual overview same figures as abot (they are conservative) and ~1 EUR/div -> with today's price ~8,3% div yield (and P/E only at ~5-5.2 range... ... Fri, 20 May 2022 08:46:31 +0200 https://www.traders.lt/forums.php?m=posts&p=716826#716826 SAF1R - SAF Tehnika (jeronimas) https://www.traders.lt/forums.php?m=posts&p=716201#716201 I remain on FC below + some adjustment on Optimistic scenarios, but will not share as for now :) p.s. some balance sheet rows are disturbing, though I will take an extra look during weekend. [quote][b]jeronimas[/b] [2022-02-10 11:01]: ok - quick recap: on PnL: -> positive gain of +0.35m EUR only from USD/EUR fx rates -> +0.2m EUR from bad debts reconsiliation Bonus are going crazy :) though they do correlate with bottom line. ... Wed, 11 May 2022 18:47:46 +0200 https://www.traders.lt/forums.php?m=posts&p=716201#716201 SAF1R - SAF Tehnika (Jekabs) https://www.traders.lt/forums.php?m=posts&p=716182#716182 [quote][b]jeronimas[/b] [2022-03-09 15:23]: BY any chance do you know how much of raw material SAF was importing from UA or RUS? as far I remembered from some interview they had IT part of team in UA, correct? Price returned back to pre-war level -> those how have touched bottom prices earned +16% in 5 days. Though war is not over - and with crazy metals prices/semiconductors general inflation -> will be interesting to see newest SAF figures. ... Wed, 11 May 2022 16:58:39 +0200 https://www.traders.lt/forums.php?m=posts&p=716182#716182 SAF1R - SAF Tehnika (Jekabs) https://www.traders.lt/forums.php?m=posts&p=716181#716181 The unaudited consolidated result for the 9-month period of the financial year 2021/2022 is profit of EUR 5.14 million. The Group’s profit for the 9 months of the previous financial year 2020/2021 was EUR 2.11 million. Wed, 11 May 2022 16:46:00 +0200 https://www.traders.lt/forums.php?m=posts&p=716181#716181 SAF1R - SAF Tehnika (jeronimas) https://www.traders.lt/forums.php?m=posts&p=710108#710108 BY any chance do you know how much of raw material SAF was importing from UA or RUS? as far I remembered from some interview they had IT part of team in UA, correct? Price returned back to pre-war level -> those how have touched bottom prices earned +16% in 5 days. Though war is not over - and with crazy metals prices/semiconductors general inflation -> will be interesting to see newest SAF figures. Wed, 09 Mar 2022 15:23:20 +0200 https://www.traders.lt/forums.php?m=posts&p=710108#710108 SAF1R - SAF Tehnika (Jekabs) https://www.traders.lt/forums.php?m=posts&p=707510#707510 Rimi and Aranet https://aranet.com/the-leading-food-retailer-rimi-in-latvia-chooses-aranet/ Fri, 25 Feb 2022 13:01:35 +0200 https://www.traders.lt/forums.php?m=posts&p=707510#707510 SAF1R - SAF Tehnika (Jekabs) https://www.traders.lt/forums.php?m=posts&p=705434#705434 Buyers do not buy because of low liquidity. Sellers do not sell because of the low price. :)) It is possible that as the dividend is approached, the price will go up like a rocket; Fri, 11 Feb 2022 09:50:30 +0200 https://www.traders.lt/forums.php?m=posts&p=705434#705434 SAF1R - SAF Tehnika (jeronimas) https://www.traders.lt/forums.php?m=posts&p=705407#705407 Comments from Simplywall analysts: "Second quarter 2022 results: EPS: €0.66 (up from €0.26 in 2Q 2021). Revenue: €9.22m (up 37% from 2Q 2021). Net income: €1.97m (up 157% from 2Q 2021). Profit margin: 21% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. ... Thu, 10 Feb 2022 22:25:32 +0200 https://www.traders.lt/forums.php?m=posts&p=705407#705407 SAF1R - SAF Tehnika (jeronimas) https://www.traders.lt/forums.php?m=posts&p=705250#705250 ok - quick recap: on PnL: -> positive gain of +0.35m EUR only from USD/EUR fx rates -> +0.2m EUR from bad debts reconsiliation Bonus are going crazy :) though they do correlate with bottom line. Company has put quite a significant +135% marketing extra costs yoy -> let's see ROI out of it. ... Thu, 10 Feb 2022 11:21:41 +0200 https://www.traders.lt/forums.php?m=posts&p=705250#705250 SAF1R - SAF Tehnika (Jekabs) https://www.traders.lt/forums.php?m=posts&p=705179#705179 A lot of money is spent on buying components; This is very positive - there is no need to worry about the lack of chips and rising prices; Wed, 09 Feb 2022 18:00:13 +0200 https://www.traders.lt/forums.php?m=posts&p=705179#705179 SAF1R - SAF Tehnika (Ramygas) https://www.traders.lt/forums.php?m=posts&p=705178#705178 Vėl superiniai rezultatai. P/E gaunasi 6,2. Toliau ramiai miegam dėl šios pozicijos. Wed, 09 Feb 2022 17:52:00 +0200 https://www.traders.lt/forums.php?m=posts&p=705178#705178 SAF1R - SAF Tehnika (jeronimas) https://www.traders.lt/forums.php?m=posts&p=705176#705176 ok who got info about those great results earlier today? H1 fulfilled fully my expectations -> annual results I remain on conservative valuation as stated on JAN (I see some interesting figures in SAF financials). Will share later on some inside. ... Wed, 09 Feb 2022 17:40:29 +0200 https://www.traders.lt/forums.php?m=posts&p=705176#705176 SAF1R - SAF Tehnika (Jekabs) https://www.traders.lt/forums.php?m=posts&p=705175#705175 In the second quarter of the financial year 2021/2022, the Group's unaudited consolidated net turnover was 9.2 million euros, which is 37% more than in the second quarter of the FY 2020/2021. The Group ended the second quarter of the financial year 2021/2022 with a profit of EUR 1.97 million (unaudited). The unaudited consolidated result for the 6-month period of the financial year 2021/2022 is profit of EUR 3.49 million. Wed, 09 Feb 2022 17:35:58 +0200 https://www.traders.lt/forums.php?m=posts&p=705175#705175 SAF1R - SAF Tehnika (Jekabs) https://www.traders.lt/forums.php?m=posts&p=704924#704924 Aranet amoung best new technologies for 2022 https://www.architecturaldigest.com/gallery/best-new-technologies-for-new-year?mbid=synd_yahoo_rss https://news.yahoo.com/12-best-technologies-220000667.html Mon, 07 Feb 2022 16:49:29 +0200 https://www.traders.lt/forums.php?m=posts&p=704924#704924 SAF1R - SAF Tehnika (jeronimas) https://www.traders.lt/forums.php?m=posts&p=699406#699406 Su Naujais metais! :) tęsiu tradiciją -> labai laukiant H1 rezultatų (jie vasario pradžioje bus), dalinuosi mano spėjimu ir metine prognoze, kad smagiau būtų metų eigoje grįžti prie šio įrašo pasitikrinti :) H1 - REV >15-17m EUR - NET PROFIT -> 2,5-3m EUR Annual - REV 35-38m EUR - NET PROFIT -> 5-6m EUR Div range ~0,8-1,2 EUR/@ (7-10% yield galimybės) -> čia jau priklausys nuo FCF ir didžiųjų akcininkų asmeninių norų ką pirkti norės už ... Mon, 03 Jan 2022 12:06:49 +0200 https://www.traders.lt/forums.php?m=posts&p=699406#699406 SAF1R - SAF Tehnika (tb) https://www.traders.lt/forums.php?m=posts&p=698876#698876 Taigi perveda is skirtingu laikotarpiu dividendus, todel ir sumos dvi skirtingos Tue, 28 Dec 2021 20:22:03 +0200 https://www.traders.lt/forums.php?m=posts&p=698876#698876 SAF1R - SAF Tehnika (vendis) https://www.traders.lt/forums.php?m=posts&p=698846#698846 Biški neten kableli padėjo 😁😁😁😁 Tue, 28 Dec 2021 16:47:03 +0200 https://www.traders.lt/forums.php?m=posts&p=698846#698846 SAF1R - SAF Tehnika (vendis) https://www.traders.lt/forums.php?m=posts&p=698845#698845 Jo viskas ikrito, bet ka jie prieš tai galvojo niekas nepastebės 😁😁😁😁 Tue, 28 Dec 2021 16:46:18 +0200 https://www.traders.lt/forums.php?m=posts&p=698845#698845 SAF1R - SAF Tehnika (pranas666) https://www.traders.lt/forums.php?m=posts&p=698830#698830 Swede pervedė ir likusią sumą, dabar tvarka. :) Tue, 28 Dec 2021 14:56:00 +0200 https://www.traders.lt/forums.php?m=posts&p=698830#698830 SAF1R - SAF Tehnika (tourni) https://www.traders.lt/forums.php?m=posts&p=698815#698815 ta pati situacija - swede gavau po 0.067 ct uz akcija, kas per burtai :eek Tue, 28 Dec 2021 14:12:29 +0200 https://www.traders.lt/forums.php?m=posts&p=698815#698815