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PostNL Mei 2021 Q1-DIV.betaling
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Schipper schreef op 9 mei 2021 17:18 :
[...]
Helemaal gelijk. Je laat alleen verdere stijging aan je neus voorbij gaan denk ik. Maar als je het geld nu nodig hebt, dan snap ik het.
Ik denk niet dat er nog veel rek in zit. Maar ja ik kan mij vergissen natuurlijk. Naast Shell, Unilever VWRL en wat losse rommel ga ik vol in goud.
Marco1962 schreef op 10 mei 2021 00:02 :
[...]
Ik denk niet dat er nog veel rek in zit. Maar ja ik kan mij vergissen natuurlijk.
Naast Shell, Unilever VWRL en wat losse rommel ga ik vol in goud.
met goud zou je nooit fout kunnen, ben laatste 20 jaar fan geweest van goud en vind het nog steeds een mooie hoeksteen, ik ben in 2020 grotendeels echter gewisseld naar de major cryptos, in vergelijk met goud is het rendement giga en ik voorzie de komende 10 jaar een enorme bull run (met ook giga dalen dus op tijd eruit, wachten en dan weer inslaan), meeste traditionele investeerders vinden het maar niks en ver van het bed, maar ik ben ervan overtuigd dat het financiele landschap er over 5-10jaar heel anders uit gaat zien, en op je eerste opmerking terug te komen: er zit nog veel rek in Postnl, mooi dividend de komende jaren en bij bestendig beleid zullen grotere fondsen dit ook weer gaan opnemen (en vasthouden), het dividend rendement zal wel zakken dan omdat de koers harder op gaat lopen dan het dividend de komende 4 jaar.
Wat gaat de dag brengen.. ?
Analyse001 schreef op 10 mei 2021 06:23 :
Wat gaat de dag brengen.. ?
Ik hoop een jaarloon meer als ik straks in de pauze kijk. Gelukkig verdien ik weinig dus zal niet moeilijk zijn.
tietus riensma schreef op 10 mei 2021 06:31 :
[...]
Ik hoop een jaarloon meer als ik straks in de pauze kijk. Gelukkig verdien ik weinig dus zal niet moeilijk zijn.
Haha dat is hier niet anders :-)
Adj. net debt was per 31-12-2020 EUR407mln. Ben benieuwd waar we een kwartaal later op staan.... EBIT 2021 Outlook minstens 250mln. DA schat ik conservatief in op EUR145mln. Minstens 29 cent dividend is het streven. Ben benieuwd naar de cijfers, thuiswerken is m.i. online bestellen, kantoren zijn nog wel tot de zomer gesloten...
Makita schreef op 10 mei 2021 06:50 :
Adj. net debt was per 31-12-2020 EUR407mln. Ben benieuwd waar we een kwartaal later op staan....
EBIT 2021 Outlook minstens 250mln. DA schat ik conservatief in op EUR145mln. Minstens 29 cent dividend is het streven.
Ben benieuwd naar de cijfers, thuiswerken is m.i. online bestellen, kantoren zijn nog wel tot de zomer gesloten...
Ja we moeten wachten tot 8 uur...dan zal PNL wel met cijfers zijn gekomen, heel veel succes allen.!!
08:00 of 07:00 zijn de cijfers?
Press release The Hague, the Netherlands, 10 May 2021 PostNL Q1 2021 Results | Page 1 Strong earnings performance continues with normalised EBIT at €130 million and free cash flow of €159 million in Q1 2021 Outlook FY 2021 normalised EBIT at least €250 million, free cash flow above €225 million Financial highlights Highlights Q1 2021 • Strong operational performance at Parcels continued with 108 million parcels delivered (+61.6%), partly nonrecurring due to lockdown • Strong result at Mail in the Netherlands partly based on non-recurring mail items relating to Covid-19 and favourable development in price/mix CEO statement Herna Verhagen, CEO of PostNL, said: “We had a very good start of the year and continued the momentum that we’ve seen since the second quarter of last year. These results have been achieved thanks to strong teamwork and good cooperation between the businesses. The health and safety of our people, customers and consumers remains our key priority. “Once again, we proved our collective resilience and flexibility during ongoing unprecedented circumstances. We delivered a record 108 million parcels in one quarter. Performance at Mail in the Netherlands was strong, although the underlying volume decline due to substitution continued. Normalised EBIT came in at €130 million. Taking into account the lockdown situation, and other Covid-19 effects, we assume around €42 million of this result is nonrecurring. The acceleration of our digital transformation, aimed at strengthening our competitive position by building on our platform, is progressing well, and we intend to further speed up our investments. “Based on the strong performance in the first quarter, we raised our outlook for 2021 on 26 April, with normalised EBIT now forecast to be at least €250 million and free cash flow to come in above €225 million. Going forward, visibility remains limited. The exact consequences of changes in the lockdown, such as the reopening of non-essential stores in the Netherlands as of 28 April, are difficult to predict.” Q1 2021 business performance Note: Normalised figures exclude one-offs in Q1 2021 (€(18) million) and in Q1 2020 (€17 million) * €42 million of the normalised EBIT is assumed to be non-recurring: • €35 million related to Covid-19 driven by volumes and additional costs (€17 million at Parcels and €18 million at Mail in the Netherlands) • €7 million extra impact related to Covid-19 at Spring and Logistics
Segment information Q1 2021 Parcels: strong performance continued, normalised EBIT up €67m E-commerce growth has picked up significantly on the back of the step-up in the transition from offline to online since the outbreak of Covid-19 in mid-March 2020. The underlying strong growth trend in e-commerce is here to stay. Part of this growth also related to specific, non-recurring, consumer spending as a result of the pandemic. PostNL delivered 108 million parcels in Q1 2021 (Q1 2020: 67 million) of which approximately 26 million are assumed to be non-recurring and related to Covid-19. At 61.6%, volume growth was extremely strong and visible across all segments and products. Excluding the non-recurring impact, volume growth was around 23%. Revenue grew to €662 million (Q1 2020: €414 million), mainly driven by volume development. Spring, both in Asia and Europe, and Logistics saw rising revenues. Revenue growth was partially related to increasing internal revenue. Currently, around 70% of revenue at Spring is e-commerce related. At Logistics, revenue rose across all business lines. Normalised EBIT was up very substantially to €92 million (Q1 2020: €26 million), of which around €17 million is assumed to be non-recurring and driven by volumes and additional costs. Another €7 million, from Spring and Logistics, is also assumed to be non-recurring and related to Covid-19. The increase in normalised EBIT was mainly driven by the impact of €176 million from volume growth, partly offset by an expected negative price/mix effect of €4 million and volume-dependent costs that only increased by €106 million. Organic costs rose by €3 million. Other costs were up €21 million as improved efficiency was more than offset by the additional fees paid to retailers as an incentive to keep their stores open for parcel pickup. Finally, other results, which include Spring and Logistics, were up €26 million with ongoing strong performance driven by revenue growth and efficiency. Mail in the Netherlands: positive volume/price/mix development Addressed mail volumes increased by 5.6% in the quarter, mainly due to the impact from non-recurring items, for example voting by mail and invites for the vaccination programme, which account for a positive impact of 4.5%. Moreover, regular election mail contributed 3.8% and three additional working days had a positive impact of 3.4%. The underlying trend of volume decline continued with a substitution rate at around 6%. Revenue was up 18% to €466 million (Q1 2020: €395 million) on the back of the volume impact of €12 million. Price/mix effects accounted for a rise of €32 million, supported by a shift towards more single mail and e-commerce items, partly related to Covid-19. PostNL continued its moderate pricing policy. And finally, a small contribution from other revenue was visible. Performance was strong with normalised EBIT increasing to €59 million (Q1 2020: €5 million), of which around €18 million is assumed to be non-recurring and related to Covid-19. The increase reflected the price/mix and total volume impact(a combined €44 million) partly offset by a €9 million rise in volume-related costs. Organic costs rose by €4 million. Other costs improved by €22 million, mainly driven by integration costs related to Sandd of €17 million in Q1 2020, cost savings and other, partly incidental, effects. Other results were up by €1 million. Acceleration of digital transformation PostNL is accelerating its digital transformation to support business performance and create value for stakeholders. We aim to strengthen our competitive position by further building on our platform and connecting customers, consumers and solutions through simple and smart digital journeys. PostNL expects to spend around €80 million in the acceleration of its digital transformation in the 2021-24 period, approximately 50% of this in capex and 50% in operating costs. Due to its current strong financial position, PostNL has decided to further speed up this process and now intends to spend around €25 million in 2021 (previous indication for 2021: around €15 million). PostNL Other Revenue at PostNL Other amounted to €48 million (Q1 2020: €26 million). Normalised EBIT declined to €(21) million (Q1 2020: €(15) million), mainly as a result of higher pension expenses (an accounting impact only).
[quote alias=Balimoney id=13423150 date=202105100706] Press release The Hague, the Netherlands, 10 May 2021 PostNL Q1 2021 Results | Page 1 Strong earnings performance continues with normalised EBIT at €130 million and free cash flow of €159 million in Q1 2021 Outlook FY 2021 normalised EBIT at least €250 million, free cash flow Das niet best.... maar 40 miljoen ebit per kwartaal de rest van het jaar... dus q4 wordt heel slecht.... riemen vast
Haha de eerste negatievelingen zijn alweer wakker. Riemen vast want het wordt een bloedbad vandaag lees ik.
prinszicht schreef op 10 mei 2021 07:11 :
[quote alias=Balimoney id=13423150 date=202105100706]
Press release
The Hague, the Netherlands, 10 May 2021
PostNL Q1 2021 Results | Page 1
Strong earnings performance continues with normalised EBIT at €130
million and free cash flow of €159 million in Q1 2021
Outlook FY 2021 normalised EBIT at least €250 million, free cash flow
Das niet best.... maar 40 miljoen ebit per kwartaal de rest van het jaar... dus q4 wordt heel slecht.... riemen vast
Dit is toch gewoon klassiek downplayen van PostNL?
Makita schreef op 10 mei 2021 06:50 :
Adj. net debt was per 31-12-2020 EUR407mln. Ben benieuwd waar we een kwartaal later op staan....
EBIT 2021 Outlook minstens 250mln. DA schat ik conservatief in op EUR145mln. Minstens 29 cent dividend is het streven.
Ben benieuwd naar de cijfers, thuiswerken is m.i. online bestellen, kantoren zijn nog wel tot de zomer gesloten...
Adjusted net debt gedaald van 407mln naar 224mln! Norm. comprehensive income at least 225mln in 2021. 75% hiervan met 510mln aandelen impliceert dan tenminste 33 cent dividend. (Tenminste hé, want ebit 2021 is nog steeds de veel te lage tenminste 250mln ebit ;-) ) EV/EBITDA21 nu ~ 5,7x (ik reken met 300mln ebit, 145mln DA, 510mln aandelen en net debt van 224mln). Dikke onderwaardering nog steeds. 5+ kom maar op! Thuiswerken is online bestellen!
Iedereen zijn stop loss ingesteld ??
Jestbread schreef op 10 mei 2021 07:16 :
[...]Dit is toch gewoon klassiek downplayen van PostNL?
Dat is wat ze je voorstellen. Ik heb het niet bedacht. Ik presenteer de cijfers niet. Q4 wordt dus heel slecht.... daar waar ik verwacht dat ze dit kwartaal wel 40 miljoen ebit doen. Met 50 procent Corona. Misschien wel iets meer. Maar dit mt komt niet verder dan 250 miljoen ebit. Hebben accountants en alles. Dus q4 wordt heel slecht
prinszicht schreef op 10 mei 2021 07:18 :
[...]
Dat is wat ze je voorstellen. Ik heb het niet bedacht. Ik presenteer de cijfers niet. Q4 wordt dus heel slecht.... daar waar ik verwacht dat ze dit kwartaal wel 40 miljoen ebit doen. Met 50 procent Corona. Misschien wel iets meer. Maar dit mt komt niet verder dan 250 miljoen ebit. Hebben accountants en alles. Dus q4 wordt heel slecht
Hahahaha
Ja in q4 doen ze alleen Mail, pakjes stoppen ze mee :)
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