BPOST 9% dividend stock with upsideHi All
Bpost is lagging behind other postal services in Europe like PostNL or Deutche post. Stock is paying 50 cents dividend which is about 9 percent. Target for this stock would be close to 10 euros
13B trade ideas
1-1 scalp with price action - BPOST BUBBLE POST - FIBOMAGICNot a scalp. But its sharp knife for sure...
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BPOST: NeutralWill open a position if it makes a nice close above 14. It looks like it's bottoming, there might be a reversal soon.
BPOST STEEP FALL LOWER THAN IPOBPOST BELGIAN POST recent steep lower than the IPO can only be explained by 3 reasons.
1) Recent earning call showed a lack of knowledge og the social security cost (higher) of the aquisition of Radial in the USA also its a co with 1bn gross and only 57m EBITDA
2) The acquisition is forwarded hrough a bond if 650 million eurow 1,25% coupon
3) The fact that the stock is in the hands of institutionals dividend seeker..probably they are afraid of lower dividend due to the aquisition cost of Radial and doubtfoul plan.
4) The Trump tarrifs and higher cost of goods probably will result in lower parcels distribution through Radial (former E-Bay).
5) The demand for customer satisfaction (Christmas and Easter holidays) increased the cost and although they have built a new distribution unit for Benelux they still use the units in France and Holland airports thus increasing costs.
