Tema: SAF1R - SAF Tehnika https://www.traders.lt/forums.php?m=posts&q=436 Sun, 26 Mar 2023 23:50:01 +0200 FeedCreator 1.7.2-ppt (info@mypapit.net) https://www.traders.lt/skins/traders/img/logo_big.png https://www.traders.lt/forums.php?m=posts&q=436 212 41 https://www.traders.lt/forums.php?m=posts&p=738985#738985 So 0,6-0,7 EUR/@ conservative -> and >1EUR/@ is more optimistic guideline :) Thu, 09 Feb 2023 11:54:21 +0200 https://www.traders.lt/forums.php?m=posts&p=738985#738985 https://www.traders.lt/forums.php?m=posts&p=738982#738982 I think that the dividend will not be less than 1 EUR per share, unless something extraordinary happens; My forecast is that the cash balance at the end of the year will be sufficient to pay out 3 mln. ... Thu, 09 Feb 2023 11:35:26 +0200 https://www.traders.lt/forums.php?m=posts&p=738982#738982 https://www.traders.lt/forums.php?m=posts&p=738981#738981 Jekabs -> can you share you view on Profit/EPS or div per @? :) Would be great to compare and set direction on more optimistic side Thu, 09 Feb 2023 11:21:15 +0200 https://www.traders.lt/forums.php?m=posts&p=738981#738981 https://www.traders.lt/forums.php?m=posts&p=738978#738978 Still looking at the Inventories section - there is "Allowance for slow-moving items" - 2 million EUR. This, in my opinion, creates additional earnings potential for future quarters. In the coming quarters, additional large savings for the warehouse will no longer be made. ... Thu, 09 Feb 2023 11:07:04 +0200 https://www.traders.lt/forums.php?m=posts&p=738978#738978 https://www.traders.lt/forums.php?m=posts&p=738952#738952 So finally SAF became fully USA based company :) revenue is doubling in USA, same FTE count shows that company has reached some maturity level in their strategy. On financials Q2 results always impacted by timing -> I won't be optimistic of 7m EUR goods income in next quarter but looking on CF and balance liabilities to customers already paid I do expect at least 50-70% of that amount to jump into Pnl in next quarter. ... Thu, 09 Feb 2023 10:58:55 +0200 https://www.traders.lt/forums.php?m=posts&p=738952#738952 https://www.traders.lt/forums.php?m=posts&p=738939#738939 in best case scenario let's anticipate share drop less than 10 % tomorrow Wed, 08 Feb 2023 23:12:05 +0200 https://www.traders.lt/forums.php?m=posts&p=738939#738939 https://www.traders.lt/forums.php?m=posts&p=738916#738916 Disappointing at first - quarterly profit "only" 1 million; However... Looking at the balance sheet, we remember that SAF works with projects - when the projects are handed over to the buyers, then the profit appears. Section "finished products" over 7 million EUR! Another interesting moment. ... Wed, 08 Feb 2023 21:59:26 +0200 https://www.traders.lt/forums.php?m=posts&p=738916#738916 https://www.traders.lt/forums.php?m=posts&p=736859#736859 [quote][b]Jekabs[/b] [2023-01-27 12:53]: There is no inside information. However, at the shareholders' meeting, the CEO said that the company feels very good in all 3 segments (Aranet, Spectrum compact, Microwave solutions). It's not that big profits are because just one segment suddenly shot up; [/quote] Let's hope it continues Fri, 27 Jan 2023 14:34:35 +0200 https://www.traders.lt/forums.php?m=posts&p=736859#736859 https://www.traders.lt/forums.php?m=posts&p=736848#736848 Let see, what 08/02 bring to us! Fri, 27 Jan 2023 12:54:56 +0200 https://www.traders.lt/forums.php?m=posts&p=736848#736848 https://www.traders.lt/forums.php?m=posts&p=736847#736847 There is no inside information. However, at the shareholders' meeting, the CEO said that the company feels very good in all 3 segments (Aranet, Spectrum compact, Microwave solutions). It's not that big profits are because just one segment suddenly shot up; Fri, 27 Jan 2023 12:53:33 +0200 https://www.traders.lt/forums.php?m=posts&p=736847#736847 https://www.traders.lt/forums.php?m=posts&p=736828#736828 Nu kas turi SAF, manau patenkintas (7,25 % per šią savaitę), įdomu kils toliau ar pradės ristis atgal ? Kadangi žinome tik pirmojo ketvirčio rezultatus, ko gero antrasis irgi bus neblogas (kažkas gal jau turi info iš insaiderių) Fri, 27 Jan 2023 11:30:06 +0200 https://www.traders.lt/forums.php?m=posts&p=736828#736828 https://www.traders.lt/forums.php?m=posts&p=729481#729481 true -> somehow miss read SAF ASIA purchase date (though it was in OCT month) thanks Thu, 10 Nov 2022 15:46:37 +0200 https://www.traders.lt/forums.php?m=posts&p=729481#729481 https://www.traders.lt/forums.php?m=posts&p=729476#729476 No. Its for new subsidary enterprise in Asia. "SAF Tehnika announces the establishment of a subsidiary in Asia Riga, 2022-09-01 06:46 CEST -- JSC SAF Tehnika (NASDAQ:SAF1R) announces the establishment of a subsidiary SAF Asia Ltd in Singapore. The company will be wholly owned by JSC SAF Tehnika." Thu, 10 Nov 2022 15:20:08 +0200 https://www.traders.lt/forums.php?m=posts&p=729476#729476 https://www.traders.lt/forums.php?m=posts&p=729455#729455 p.s. do I understand correctly SAF paid "bonuses" to USA management via repurchase of USA company's stocks: (from their CF report) NET CASH USED IN INVESTING ACTIVITIES (of which) -877 430 -43 552 [b]Cash paid for purchasing shares in subsidiary -201 898 0[/b] Thu, 10 Nov 2022 12:45:58 +0200 https://www.traders.lt/forums.php?m=posts&p=729455#729455 https://www.traders.lt/forums.php?m=posts&p=729418#729418 jeronimas, I agree :yes Wed, 09 Nov 2022 22:18:09 +0200 https://www.traders.lt/forums.php?m=posts&p=729418#729418 https://www.traders.lt/forums.php?m=posts&p=729404#729404 https://view.news.eu.nasdaq.com/view?id=bca735cf1a4b491de0374b5fc6bfe3ed7&lang=en Really strong q1 :) doubled more bottom row. Despite doubled AR increase seems like no worries on bad debts so new year looks promising Seems like first time in last 5y if not mistaken in bank loans entering SAF really has a need of inventory to maintain revenue pipeline + it seems like they had gave quite generous payment terms for clients . Wed, 09 Nov 2022 19:02:58 +0200 https://www.traders.lt/forums.php?m=posts&p=729404#729404 https://www.traders.lt/forums.php?m=posts&p=728771#728771 Although the 2mln dividend looks the same as last year, it is not. At least for residents of Latvia. This is the first year that income tax will be paid by SAF tehnika, so the shareholders will get 20% more than last year. ... Mon, 31 Oct 2022 22:21:28 +0200 https://www.traders.lt/forums.php?m=posts&p=728771#728771 https://www.traders.lt/forums.php?m=posts&p=728769#728769 Conservative approach of div. Same as last year almost though EPS has doubled, but cash is the king rule applied :) cash is reserved in doubled inventory and receivables Some interesting take aways on audit financials :) one of them accounts receivable improvement :) +2m eur to fall in next quarters. >200% improvement from last year :) Mon, 31 Oct 2022 21:41:43 +0200 https://www.traders.lt/forums.php?m=posts&p=728769#728769 https://www.traders.lt/forums.php?m=posts&p=728761#728761 The Board of the Parent company proposes to pay dividends of EUR 2 million. https://view.news.eu.nasdaq.com/view?id=b8c8d1613f3b265b6307901d2e5d07c17&lang=en Mon, 31 Oct 2022 18:54:21 +0200 https://www.traders.lt/forums.php?m=posts&p=728761#728761 https://www.traders.lt/forums.php?m=posts&p=722740#722740 Q4 was 5/10 results -> huge investments done in stock/inventory (cash placed there) if it will secure from Q1 lack of raw material to generate profit this will really pay off. Q4 with only 10% netprofit margin -> does really look weak. Extra costs in marketing, raw material and personal wasn't really partly covered by revenues. + moved/rented new premises -> so seems like plan is to expand further. ... Wed, 10 Aug 2022 18:42:49 +0200 https://www.traders.lt/forums.php?m=posts&p=722740#722740