2026 Q3 - tulosraportti
UUTTA
2 päivää sitten
‧39 min
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 8 000 000 | DCAR | DCAR | ||
| 1 092 | - | - | ||
| 546 | - | - | ||
| 8 708 | - | - | ||
| 25 000 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 28.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 29.1. | ||
2025 Q3 - tulosraportti 30.10.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·1 t sitten · MuokattuHere is how I view the matter and of course I respect those who do not agree with me at all. Much speculation right now which is completely natural, and many who have averaged down in Intrum for a long time now I have noticed (classic example of the danger of catching falling knives). One can of course believe and hope that things will turn out well eventually, but one easily forgets what alternative investments during the waiting time could have yielded. For that exact reason I have chosen not to buy more Intrum, but the position I took in connection with the NE will stay where it is. Even though with the benefit of hindsight it would have been better to take the loss, I am still glad I did not buy more before the report Now to the essential part, according to me (then one can speculate, believe and/or hope as much as one wants). Whether Intrum is a buy today or not will reveal itself in the next few days. Because what management says is one thing, while what management DOES is a completely different and crucial thing. No one can predict the future with 100% certainty of course, but no one has better insight into the company than top management does. Now the field is wide open for them to act and this is how I think (highly personal and no recommendation to follow). 1. If it is sold at these levels, then it is a RED FLAG and probably really badly off with the company. 2. If they do nothing, then it is probably still a looooong way to a turnaround, and then one can ask oneself whether one should really have the money parked in Intrum or buy something that is in a positive trend instead. 3. Will we get to see major insider purchases, then that is probably the best signal value we can get, and then, but first then, will I consider increasing. The price to wait for that is that I might miss the first 10-15%, but I gladly take that. As a shareholder (albeit a small position that became considerably lower last Friday) I follow Intrum with some interest and wish everyone good luck.I absolutely do not buy this idea that there are no rational reasons to buy more shares, now that the share price has dropped by another 40-50% since this summer. There is nobody who turns down a free lunch if given the opportunity. The reason in that case would be that the turnaround is taking longer than initially thought, which has also been stated, and that uncertainty has therefore increased, or that one cannot buy because price-driving negotiations are underway. That you might have a point in. Then, of course, insider trading is not the only parameter to consider, but there is quite a large signal value in it. Naturally, it also depends on the amount and in which company. That fam Persson is buying in HM, for example, is nothing I attach any weight to. Then 10-15% was just an example and what I mean is that you have quite a large margin before the stock climbs to the summer levels if you happen to feel like buying. Sure, today might be the buying opportunity of a century, but for my part, the stake I have is enough and I choose to put that money into other shares instead. But I wish everyone who is buying now the best of luck.
·3 t sittenI would like to start by thanking the Japanese Nomura for inventing high-frequency trading in the 1980s, this classic trick of trading so fast that it is nearly impossible for retail investors to set a reasonable buy or sell price. Many translate this problem into more or less panicking and trying to sell, but when a forum overflows with posts about the impending bankruptcy, it is rarely a good idea. I would also like to thank several unnamed writers who in a highly unserious manner write posts with the obvious purpose of unsettling retail investors, and thereby increasing the supply of shares. In an attempt to get a clearer picture of what this type of manipulation campaign can look like, I took the liberty of taking posts from one of these strongly negative writers, and plotting the timestamps of when these posts were published on a volume and price chart for Intrum, and then it became both clearer and more interesting. Because of course, posts about bankruptcy and other misery were published when volume was up sharply and the price down, and in my world, a clear connection was established between one or more short positions being covered and the need for sellers to make it easier to get that done. Extremely illegal (with prison on the penal scale) and of course also completely reprehensible from a moral perspective. Now over the weekend, posts have continued to be published on the theme that as a retail investor you have to accept that things are going down the drain, that Intrum will definitely need further new share issues, and that the market is always right. But no, in this case the "market" is completely wrong! The report was definitely not good, but neither as bad as the pricing of Intrum makes it appear. During Friday, over ten percent of the capital in Intrum was traded, and a bit into next week a large part of the short positions that existed in Intrum at the end of this week will be covered. After this, the price will return to a more reasonable level, and when the "market" realizes that a sale of the Spanish business will be able to yield a capital gain significantly larger than the 1.5 billion SEK that disappeared in the goodwill write-down linked to the German business. Then the savings are rolling on, and already now Intrum has cut personnel costs on an annualized basis by well over half a billion with the help of, among other things, AI. And after the turn of the year, it will become public who bought seven percent of the company with delivery after the turn of the year - and already in that arrangement I think I see an actor who knows that their entry as an owner implies a positive signaling value - but that they are more than happy to buy a bit more during the autumn. During Friday, I tripled my holding in Intrum at prices between 1.60 and 1.67, and will keep them until Intrum goes from working with measures to showing figures based on implemented measures. Good luck everyone - both with the stock trades and with the regulatory authorities...!
3 t sitten · MuokattuI have now listened to the conference call twice ( and recommends that everyone do the same before expressing their opinion). To me, it only reinforces my view that Friday's market reaction was a massive overreaction. That doesn't mean Intrum doesn't have challenges ahead. There is clearly work to be done, but I believe management has started addressing the right issues. They have strengthened the sales organisation in Germany and are restructuring the business to create a better foundation for future growth. These changes won't deliver results overnight, but at least they are taking action. Management also confirmed that they see attractive opportunities for new portfolio investments. I personally believe we will see a sale of the Spanish real estate business, and if Intrum can achieve a good price, it could free up capital for more profitable investments while continuing to reduce debt. As for the debt, I no longer see it as the major threat that some investors seem to fear. Of course, refinancing still needs to be managed carefully, but I believe the situation is much more under control than it was before the capital raise. And regarding dividends, I honestly couldn't care less if we have to wait another 10 years. Right now, Intrum should focus on growing the business, improving profitability, optimising operations and continuing to strengthen the balance sheet. For me, this is about where Intrum can be in 4–5 years, not what happened to the share price on one Friday. I remain confident in the long-term potential, even though I fully recognise that the turnaround will take time. And given the current state of the world, I would rather hold European stocks than an American AI company. But I said the same thing three years ago.I completely agree with what Tom writes in his post. Expanded my holding when I got the opportunity at a bargain price. Have great confidence in Intrum's management and thought the presentation was good, also listened twice.
4 t sitten · MuokattuThe milk is spilt, the damage is done, and the wolves are laughing. I won’t cry over the loss, but I have to admit I lost a night’s sleep thinking about this. I’m confident about Intrum’s future once we see how they handle the debt situation by spring 2027, and revenues should improve in 2027. Even so, I’m avoiding an all-in position, because there’s a real risk of dilution: in the worst case, Intrum needs around 5–7 billion by next summer. Talk of dividends in 2028 or 2029 should stop now, for good. I hope the board reconsiders whether Johan is the right CEO for Intrum’s final push out of the crisis. He doesn’t inspire much enthusiasm and keeps talking out of his ass. Hopefully the banks think more highly of him than I do. Right now banks are the key. A 5–7 billion share issue is the worst case. If Intrum manages to sell the Spanish real estate business for 2–3 billion and some investment portfolios for 1–2 billion, that should be enough to get back into the bond market and refinance the RCF and the remaining bonds. Over the coming months, the cash on hand will most likely go toward buying back 2028 bonds at a hefty discount, plus some co-owned servicing portfolios. For now, we’re facing roughly nine months of uncertainty before we learn more (though it could come sooner). I’m staying on board, adding little by little over the winter, and preparing for a possible share issue in the spring. Even if one happens, it should be the last, since leverage to service would drop below 3.5x right away. 2026 should be the low point and things improve year by year after this.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
2 päivää sitten
‧39 min
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 t sitten · MuokattuHere is how I view the matter and of course I respect those who do not agree with me at all. Much speculation right now which is completely natural, and many who have averaged down in Intrum for a long time now I have noticed (classic example of the danger of catching falling knives). One can of course believe and hope that things will turn out well eventually, but one easily forgets what alternative investments during the waiting time could have yielded. For that exact reason I have chosen not to buy more Intrum, but the position I took in connection with the NE will stay where it is. Even though with the benefit of hindsight it would have been better to take the loss, I am still glad I did not buy more before the report Now to the essential part, according to me (then one can speculate, believe and/or hope as much as one wants). Whether Intrum is a buy today or not will reveal itself in the next few days. Because what management says is one thing, while what management DOES is a completely different and crucial thing. No one can predict the future with 100% certainty of course, but no one has better insight into the company than top management does. Now the field is wide open for them to act and this is how I think (highly personal and no recommendation to follow). 1. If it is sold at these levels, then it is a RED FLAG and probably really badly off with the company. 2. If they do nothing, then it is probably still a looooong way to a turnaround, and then one can ask oneself whether one should really have the money parked in Intrum or buy something that is in a positive trend instead. 3. Will we get to see major insider purchases, then that is probably the best signal value we can get, and then, but first then, will I consider increasing. The price to wait for that is that I might miss the first 10-15%, but I gladly take that. As a shareholder (albeit a small position that became considerably lower last Friday) I follow Intrum with some interest and wish everyone good luck.I absolutely do not buy this idea that there are no rational reasons to buy more shares, now that the share price has dropped by another 40-50% since this summer. There is nobody who turns down a free lunch if given the opportunity. The reason in that case would be that the turnaround is taking longer than initially thought, which has also been stated, and that uncertainty has therefore increased, or that one cannot buy because price-driving negotiations are underway. That you might have a point in. Then, of course, insider trading is not the only parameter to consider, but there is quite a large signal value in it. Naturally, it also depends on the amount and in which company. That fam Persson is buying in HM, for example, is nothing I attach any weight to. Then 10-15% was just an example and what I mean is that you have quite a large margin before the stock climbs to the summer levels if you happen to feel like buying. Sure, today might be the buying opportunity of a century, but for my part, the stake I have is enough and I choose to put that money into other shares instead. But I wish everyone who is buying now the best of luck.
- ·3 t sittenI would like to start by thanking the Japanese Nomura for inventing high-frequency trading in the 1980s, this classic trick of trading so fast that it is nearly impossible for retail investors to set a reasonable buy or sell price. Many translate this problem into more or less panicking and trying to sell, but when a forum overflows with posts about the impending bankruptcy, it is rarely a good idea. I would also like to thank several unnamed writers who in a highly unserious manner write posts with the obvious purpose of unsettling retail investors, and thereby increasing the supply of shares. In an attempt to get a clearer picture of what this type of manipulation campaign can look like, I took the liberty of taking posts from one of these strongly negative writers, and plotting the timestamps of when these posts were published on a volume and price chart for Intrum, and then it became both clearer and more interesting. Because of course, posts about bankruptcy and other misery were published when volume was up sharply and the price down, and in my world, a clear connection was established between one or more short positions being covered and the need for sellers to make it easier to get that done. Extremely illegal (with prison on the penal scale) and of course also completely reprehensible from a moral perspective. Now over the weekend, posts have continued to be published on the theme that as a retail investor you have to accept that things are going down the drain, that Intrum will definitely need further new share issues, and that the market is always right. But no, in this case the "market" is completely wrong! The report was definitely not good, but neither as bad as the pricing of Intrum makes it appear. During Friday, over ten percent of the capital in Intrum was traded, and a bit into next week a large part of the short positions that existed in Intrum at the end of this week will be covered. After this, the price will return to a more reasonable level, and when the "market" realizes that a sale of the Spanish business will be able to yield a capital gain significantly larger than the 1.5 billion SEK that disappeared in the goodwill write-down linked to the German business. Then the savings are rolling on, and already now Intrum has cut personnel costs on an annualized basis by well over half a billion with the help of, among other things, AI. And after the turn of the year, it will become public who bought seven percent of the company with delivery after the turn of the year - and already in that arrangement I think I see an actor who knows that their entry as an owner implies a positive signaling value - but that they are more than happy to buy a bit more during the autumn. During Friday, I tripled my holding in Intrum at prices between 1.60 and 1.67, and will keep them until Intrum goes from working with measures to showing figures based on implemented measures. Good luck everyone - both with the stock trades and with the regulatory authorities...!
- 3 t sitten · MuokattuI have now listened to the conference call twice ( and recommends that everyone do the same before expressing their opinion). To me, it only reinforces my view that Friday's market reaction was a massive overreaction. That doesn't mean Intrum doesn't have challenges ahead. There is clearly work to be done, but I believe management has started addressing the right issues. They have strengthened the sales organisation in Germany and are restructuring the business to create a better foundation for future growth. These changes won't deliver results overnight, but at least they are taking action. Management also confirmed that they see attractive opportunities for new portfolio investments. I personally believe we will see a sale of the Spanish real estate business, and if Intrum can achieve a good price, it could free up capital for more profitable investments while continuing to reduce debt. As for the debt, I no longer see it as the major threat that some investors seem to fear. Of course, refinancing still needs to be managed carefully, but I believe the situation is much more under control than it was before the capital raise. And regarding dividends, I honestly couldn't care less if we have to wait another 10 years. Right now, Intrum should focus on growing the business, improving profitability, optimising operations and continuing to strengthen the balance sheet. For me, this is about where Intrum can be in 4–5 years, not what happened to the share price on one Friday. I remain confident in the long-term potential, even though I fully recognise that the turnaround will take time. And given the current state of the world, I would rather hold European stocks than an American AI company. But I said the same thing three years ago.I completely agree with what Tom writes in his post. Expanded my holding when I got the opportunity at a bargain price. Have great confidence in Intrum's management and thought the presentation was good, also listened twice.
- 4 t sitten · MuokattuThe milk is spilt, the damage is done, and the wolves are laughing. I won’t cry over the loss, but I have to admit I lost a night’s sleep thinking about this. I’m confident about Intrum’s future once we see how they handle the debt situation by spring 2027, and revenues should improve in 2027. Even so, I’m avoiding an all-in position, because there’s a real risk of dilution: in the worst case, Intrum needs around 5–7 billion by next summer. Talk of dividends in 2028 or 2029 should stop now, for good. I hope the board reconsiders whether Johan is the right CEO for Intrum’s final push out of the crisis. He doesn’t inspire much enthusiasm and keeps talking out of his ass. Hopefully the banks think more highly of him than I do. Right now banks are the key. A 5–7 billion share issue is the worst case. If Intrum manages to sell the Spanish real estate business for 2–3 billion and some investment portfolios for 1–2 billion, that should be enough to get back into the bond market and refinance the RCF and the remaining bonds. Over the coming months, the cash on hand will most likely go toward buying back 2028 bonds at a hefty discount, plus some co-owned servicing portfolios. For now, we’re facing roughly nine months of uncertainty before we learn more (though it could come sooner). I’m staying on board, adding little by little over the winter, and preparing for a possible share issue in the spring. Even if one happens, it should be the last, since leverage to service would drop below 3.5x right away. 2026 should be the low point and things improve year by year after this.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 8 000 000 | DCAR | DCAR | ||
| 1 092 | - | - | ||
| 546 | - | - | ||
| 8 708 | - | - | ||
| 25 000 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 28.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 29.1. | ||
2025 Q3 - tulosraportti 30.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
2 päivää sitten
‧39 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 28.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 29.1. | ||
2025 Q3 - tulosraportti 30.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 t sitten · MuokattuHere is how I view the matter and of course I respect those who do not agree with me at all. Much speculation right now which is completely natural, and many who have averaged down in Intrum for a long time now I have noticed (classic example of the danger of catching falling knives). One can of course believe and hope that things will turn out well eventually, but one easily forgets what alternative investments during the waiting time could have yielded. For that exact reason I have chosen not to buy more Intrum, but the position I took in connection with the NE will stay where it is. Even though with the benefit of hindsight it would have been better to take the loss, I am still glad I did not buy more before the report Now to the essential part, according to me (then one can speculate, believe and/or hope as much as one wants). Whether Intrum is a buy today or not will reveal itself in the next few days. Because what management says is one thing, while what management DOES is a completely different and crucial thing. No one can predict the future with 100% certainty of course, but no one has better insight into the company than top management does. Now the field is wide open for them to act and this is how I think (highly personal and no recommendation to follow). 1. If it is sold at these levels, then it is a RED FLAG and probably really badly off with the company. 2. If they do nothing, then it is probably still a looooong way to a turnaround, and then one can ask oneself whether one should really have the money parked in Intrum or buy something that is in a positive trend instead. 3. Will we get to see major insider purchases, then that is probably the best signal value we can get, and then, but first then, will I consider increasing. The price to wait for that is that I might miss the first 10-15%, but I gladly take that. As a shareholder (albeit a small position that became considerably lower last Friday) I follow Intrum with some interest and wish everyone good luck.I absolutely do not buy this idea that there are no rational reasons to buy more shares, now that the share price has dropped by another 40-50% since this summer. There is nobody who turns down a free lunch if given the opportunity. The reason in that case would be that the turnaround is taking longer than initially thought, which has also been stated, and that uncertainty has therefore increased, or that one cannot buy because price-driving negotiations are underway. That you might have a point in. Then, of course, insider trading is not the only parameter to consider, but there is quite a large signal value in it. Naturally, it also depends on the amount and in which company. That fam Persson is buying in HM, for example, is nothing I attach any weight to. Then 10-15% was just an example and what I mean is that you have quite a large margin before the stock climbs to the summer levels if you happen to feel like buying. Sure, today might be the buying opportunity of a century, but for my part, the stake I have is enough and I choose to put that money into other shares instead. But I wish everyone who is buying now the best of luck.
- ·3 t sittenI would like to start by thanking the Japanese Nomura for inventing high-frequency trading in the 1980s, this classic trick of trading so fast that it is nearly impossible for retail investors to set a reasonable buy or sell price. Many translate this problem into more or less panicking and trying to sell, but when a forum overflows with posts about the impending bankruptcy, it is rarely a good idea. I would also like to thank several unnamed writers who in a highly unserious manner write posts with the obvious purpose of unsettling retail investors, and thereby increasing the supply of shares. In an attempt to get a clearer picture of what this type of manipulation campaign can look like, I took the liberty of taking posts from one of these strongly negative writers, and plotting the timestamps of when these posts were published on a volume and price chart for Intrum, and then it became both clearer and more interesting. Because of course, posts about bankruptcy and other misery were published when volume was up sharply and the price down, and in my world, a clear connection was established between one or more short positions being covered and the need for sellers to make it easier to get that done. Extremely illegal (with prison on the penal scale) and of course also completely reprehensible from a moral perspective. Now over the weekend, posts have continued to be published on the theme that as a retail investor you have to accept that things are going down the drain, that Intrum will definitely need further new share issues, and that the market is always right. But no, in this case the "market" is completely wrong! The report was definitely not good, but neither as bad as the pricing of Intrum makes it appear. During Friday, over ten percent of the capital in Intrum was traded, and a bit into next week a large part of the short positions that existed in Intrum at the end of this week will be covered. After this, the price will return to a more reasonable level, and when the "market" realizes that a sale of the Spanish business will be able to yield a capital gain significantly larger than the 1.5 billion SEK that disappeared in the goodwill write-down linked to the German business. Then the savings are rolling on, and already now Intrum has cut personnel costs on an annualized basis by well over half a billion with the help of, among other things, AI. And after the turn of the year, it will become public who bought seven percent of the company with delivery after the turn of the year - and already in that arrangement I think I see an actor who knows that their entry as an owner implies a positive signaling value - but that they are more than happy to buy a bit more during the autumn. During Friday, I tripled my holding in Intrum at prices between 1.60 and 1.67, and will keep them until Intrum goes from working with measures to showing figures based on implemented measures. Good luck everyone - both with the stock trades and with the regulatory authorities...!
- 3 t sitten · MuokattuI have now listened to the conference call twice ( and recommends that everyone do the same before expressing their opinion). To me, it only reinforces my view that Friday's market reaction was a massive overreaction. That doesn't mean Intrum doesn't have challenges ahead. There is clearly work to be done, but I believe management has started addressing the right issues. They have strengthened the sales organisation in Germany and are restructuring the business to create a better foundation for future growth. These changes won't deliver results overnight, but at least they are taking action. Management also confirmed that they see attractive opportunities for new portfolio investments. I personally believe we will see a sale of the Spanish real estate business, and if Intrum can achieve a good price, it could free up capital for more profitable investments while continuing to reduce debt. As for the debt, I no longer see it as the major threat that some investors seem to fear. Of course, refinancing still needs to be managed carefully, but I believe the situation is much more under control than it was before the capital raise. And regarding dividends, I honestly couldn't care less if we have to wait another 10 years. Right now, Intrum should focus on growing the business, improving profitability, optimising operations and continuing to strengthen the balance sheet. For me, this is about where Intrum can be in 4–5 years, not what happened to the share price on one Friday. I remain confident in the long-term potential, even though I fully recognise that the turnaround will take time. And given the current state of the world, I would rather hold European stocks than an American AI company. But I said the same thing three years ago.I completely agree with what Tom writes in his post. Expanded my holding when I got the opportunity at a bargain price. Have great confidence in Intrum's management and thought the presentation was good, also listened twice.
- 4 t sitten · MuokattuThe milk is spilt, the damage is done, and the wolves are laughing. I won’t cry over the loss, but I have to admit I lost a night’s sleep thinking about this. I’m confident about Intrum’s future once we see how they handle the debt situation by spring 2027, and revenues should improve in 2027. Even so, I’m avoiding an all-in position, because there’s a real risk of dilution: in the worst case, Intrum needs around 5–7 billion by next summer. Talk of dividends in 2028 or 2029 should stop now, for good. I hope the board reconsiders whether Johan is the right CEO for Intrum’s final push out of the crisis. He doesn’t inspire much enthusiasm and keeps talking out of his ass. Hopefully the banks think more highly of him than I do. Right now banks are the key. A 5–7 billion share issue is the worst case. If Intrum manages to sell the Spanish real estate business for 2–3 billion and some investment portfolios for 1–2 billion, that should be enough to get back into the bond market and refinance the RCF and the remaining bonds. Over the coming months, the cash on hand will most likely go toward buying back 2028 bonds at a hefty discount, plus some co-owned servicing portfolios. For now, we’re facing roughly nine months of uncertainty before we learn more (though it could come sooner). I’m staying on board, adding little by little over the winter, and preparing for a possible share issue in the spring. Even if one happens, it should be the last, since leverage to service would drop below 3.5x right away. 2026 should be the low point and things improve year by year after this.
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 8 000 000 | DCAR | DCAR | ||
| 1 092 | - | - | ||
| 546 | - | - | ||
| 8 708 | - | - | ||
| 25 000 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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