tag:blogger.com,1999:blog-4967053617570960260.post5518266736426544952..comments2023-08-20T09:34:11.430+02:00Comments on Value Investing France: GEA : the signal or the noise ?Caquehttp://www.blogger.com/profile/12909310694648467780noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-4967053617570960260.post-43501350678159880472013-12-30T01:32:43.853+01:002013-12-30T01:32:43.853+01:00Great articles on GEA, thank you for this excellen...Great articles on GEA, thank you for this excellent work. <br /><br />Lots of stuff to like.<br />90 mn mcap, 50+ mn of cash and running, long term growth market (BRICS and everybody else are building roads & tollways), decent (maybe not the best) technology, conservative management,... <br /><br />My guess is that any dip in order book/revenues in the coming quarters will be temporary. Just Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-47605278890676268452013-07-07T09:32:09.634+02:002013-07-07T09:32:09.634+02:00Bonjour Caque,
excellente analyse comme toujours! ...Bonjour Caque,<br />excellente analyse comme toujours! <br />Côté positif:<br />la trésorerie nette a très fortement progressé: on est à environ 45 euros de cash net par action. Les créances clients ont été transformé en cash. La position nette de cash est même supérieur à aux capitaux propres par action. <br />La marge brute a continué à progresser d'un point grâce leur approche très "Jeremyhttp://www.berichcorp.comnoreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-23790997175277887122013-07-01T17:07:00.730+02:002013-07-01T17:07:00.730+02:00Thanks for the update. As you may remember, I thin...Thanks for the update. As you may remember, I think that GEA's export projects command much higher margins than its French projects.<br /><br />Therefore, I think that its more significant that its export backlog stands at 22.8 million, up from 21.75 million last year. red.https://www.blogger.com/profile/04089263693762295793noreply@blogger.com