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Showing posts from July, 2023

Taking some chips off the table (Vopak)

Last August, there was a lot of pessimism around Vopak in the markets. Since then, the company has performed very well and the share price increased from €22.23 to around €34.12, while collecting a dividend of €1.30 in between. This leaves a performance in Euro of almost 60% incl. dividend and might be a good time to take some chips off the table. Congratulations if you have been holding Vopak in the last year!

RBG Holdings PLC (LON:RBGP)

Intro RBG is a legal services firm based in the UK. Historically, the company had four divisions with a focus on: a) disputes, b) advisory services, c) sell-side corporate finance and d) litigation finance. RBG has shown a strong performance in the past years in the first two divisions, a decent but more volatile performance for the sell-side corporate finance boutique and a very weak performance in the litigation finanRBGce segment. Hence, the new management decided to exit litigation finance and was able to sell part of this segment in mid-July. Shortly thereafter, a further impairment was booked, the dividend suspended, and the focus is now on restructuring the existing business and paying down debt. Due to the above challenges, the market cap has decreased from more than £150m in 2021 to approx. £17m.   Valuation The legal services (disputes and advisory) and professional services (sell-side corporate finance) have shown revenue figures of £42m in 2021 and £50m in 2...