Diskusjon Triggere Porteføljer Aksjonærlister

Rana Gruber (RANA)

SPAREBANK1 MARKETS: We initiate coverage of Rana Gruber, a Norwegian iron ore producer with likely the world’s most environmentally friendly iron ore concentrate, with a Buy recommendation and target price NOK80/sh (~NOK3bn market cap). The company is generating super profit in the current market, and we estimate that it trades at 2x EV/EBITDA and 3x P/E, which we find to be too steep discount vs peers at 4x and 7x. In our view, the iron ore market will stay strong through at least 2022, as low cost Brazilian supply is side lined, and based on the forward curve, RANA should be able to pay 36% of its market cap in dividend over this period.

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Trodde kjøp på 60 var innenfor rekkevidden, men plutselig nyheten og oppgang.

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Rana Gruber kommer til å bade i cash om deres egen forventinger slår til! :moneybag:

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noe Rana kan starte opp med?

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Rana Gruber more than doubled the revenues for the first quarter 2021 to NOK 529.0 million, following all-time high iron ore prices. The company has resolved to distribute a quarterly dividend for Q1-21 at NOK 2.90/share – implying a pay-out ratio of 70 per cent, in the upper end of the targeted range of 50-70 per cent.

https://newsweb.oslobors.no/message/532925

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Litt presse

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langvarig driver?

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