Cocoa Beans Podcast @CocoaBeansPod
Special situations investing. Looking for home runs. We don't make recommendations, only subjective opinions. cocoabeanspodcast.substack.com Joined September 2023-
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Disculpe, ¿ Cómo definiría su estilo de inversión? 👇
Disculpe, ¿ Cómo definiría su estilo de inversión? 👇
What a ride! A ~40% rise on C&C. We called it "The Perfect LBO" 4 months ago because it was simply too cheap to ignore. Celebrating with a Magners from the C&C Group! 🍻 $CCR.L $CCR.LN
Half way there… $ZEG.L
As a result, today's transaction leaves Zegona well positioned to execute a shareholder friendly capital allocation policy which we expect to announce in the next few months." #Zegona $ZEG.LN
Liberty Global ($LBTYA) is up almost 10% after management indicated they are willing to "touch the ball" (soccer analogy) to unlock the holding discount. They're reportedly planning spins and IPOs of core units over the next 12-24 months. #LibertyGlobal $LBTYA
GIC SAID IN TALKS FOR 20-30% STAKE IN MASORANGE/ZEGONA FIBER CO #Zegona $ZEG.LN
$ZEG - Return to customer growth - Profit margin expansion - Significant Cash flow improvement - The MasOrange JV has already secured an offer for €4.7bn of 'investment' grade debt and the monetisation process is well advanced for both FibreCos
Interesting comments on Zegona #ZEG (in Dutch): - Company is doing well operationally - Worst company ever in communication with shareholders, but they have to give an update to the market in July - The Spanish M&A market leaks like a sieve: the share price often jumps up or down…
Interesting comments on Zegona #ZEG (in Dutch): - Company is doing well operationally - Worst company ever in communication with shareholders, but they have to give an update to the market in July - The Spanish M&A market leaks like a sieve: the share price often jumps up or down…
Está mañana sale en prensa que tras compras y equity swap, Acciona ya controla el 90% de su filial Acciona Energía $ANE. 👀👀
Está mañana sale en prensa que tras compras y equity swap, Acciona ya controla el 90% de su filial Acciona Energía $ANE. 👀👀
➡️Our budget was to grow 20% y/y, which is never easy in a still-tricky market,” Wiseman says of UK business."I think we will significantly outperform that forecast.” 👉Even after undertaking a major personnel restructuring, the company's remains at a decade low. $ALNT #Alantra
🚨Minor increases its bid to delist NH shares!!. $NHH
Es un lujo aparecer en el ranking que publica el Economista con grandes gestores como @horosfunds y @JRDA85 . Quizás no somos el país con más cultura financiera, pero doy fe de que en España hay mucho nivel!
$ZEG JM Garcia, CEO of Vodafone Spain, in an interview about his first 12 months and future. - Financial Results: Revenue stabilization, especially Ebitda less capex. - Next Year: Focus on "transformation," after a year of stabilization. - Telefónica-Vodafone Spain Rumors:…
$BKY 0.35€ 🥲 “hasta el infinito y más allá! 🚀
$BKY 0.35€ 🥲 “hasta el infinito y más allá! 🚀 https://t.co/F8O8wQxS2Y
Forvia, a market paradox. Available on my blog. $FRVIA $HLA
Forvia, a market paradox. Available on my blog. $FRVIA $HLA
🚨Bids are officially submitted this week! Leaks suggest a €7BN final offer. If confirmed, this is fantastic news, making preferred share redemption a very strong possibility as we pass this key hito. $ZEG.L #Zegona #Telecomsdream
🚨Bids are officially submitted this week! Leaks suggest a €7BN final offer. If confirmed, this is fantastic news, making preferred share redemption a very strong possibility as we pass this key hito. $ZEG.L #Zegona #Telecomsdream https://t.co/Zuofagyo2A
#4. Descubriendo Inversores: Cocoa Beans! ⚠️En esta sección del Semanal conocemos más en profundidad a destacados inversores. 🔥🔥Este mes, tenemos el privilegio de contar como invitado a @CocoaBeansPod 🔥🔥 Hilo para más detalles👇
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