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EVS Broadcast Equipment

Record Orders And AI Upgrades Will Expand Global Markets

Key Takeaways Expanding order book, global sports production gains, and innovation in AI and ultra-high-definition technology support sustained revenue and margin growth. Strategic acquisitions and international expansion broaden the addressable market, diversify revenue streams, and increase earnings stability.Read more

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AN

AnalystConsensusTarget

€43.75

20.1% undervalued

AnalystConsensusTarget's Fair Value

Revenue

5.91% p.a.

Profit Margin

18.82%

Future PE

17.61x

Price in 2028

€52.97

Shift To Software And New ClickShare Platform Will Strengthen Future Prospects

Key Takeaways Introducing higher-margin products and focusing on software aims to enhance revenue and gross margins positively. Operational enhancements and share buyback initiatives could improve gross profit margins and boost EPS.Read more

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AN

AnalystConsensusTarget

€14.7

19.9% undervalued

AnalystConsensusTarget's Fair Value

Revenue

4.19% p.a.

Profit Margin

9.09%

Future PE

14.19x

Price in 2028

€17.56

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Trending Discussion

US

Great narratives with technical information details.

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BA

Barberakb

Thanks for sharing these. They really help when I pick what dividend stocks to invest in

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DE

The Kamoa-Kakula mine is utilizing the Lobito Atlantic Railway Corridor to transport its copper concentrate to the deep-water Atlantic Ocean port of Lobito in Angola. This rail link provides a significantly shorter, quicker, and more cost-effective export route compared to previous methods. Key Details :) Route: The railway runs approximately 1,739 kilometers from Kolwezi in the Democratic Republic of Congo (DRC) to the port of Lobito in Angola. The line passes within five kilometers of the Kamoa-Kakula mining complex. Benefits: Reduced Distance & Time: The distance to Lobito is roughly half that to the previously used port of Durban, South Africa. An initial trial shipment by rail took only eight days, compared to the 40 to 50 days typical for road transport to Durban. Cost Efficiency: Logistics currently account for about 30% of Kamoa-Kakula's total cash costs, a figure expected to decrease significantly with increased rail usage. Environmental Impact: Transportation by rail is more energy-efficient and less carbon-intensive than long-haul trucking. SADLY zero action from DRC in 2025 to spend a few bucks ($100M) and cut the cost of Trucking (Logistics) in half... Smelter gets Volumes down from 30% concentrate to 99% Blister Copper and cuts out the Middle Men. Solar Power looks promising 60MW in 2026. The Real Prize is Western Forelands... 40+years of 1 Billion pounds of copper with about 90% working interest and very high grades (3% overall) and the size of the prize doubled in May 2025 when disaster struck Kamoa Kakula complex. We'll see if production grows back to 600,000 Tonnes/year or x2200 = 1.32 Billion lbs of copper per year... from 400kT = 880 million lbs per year in 2025. 40% w.i. = 350 million lbs to Ivanhoe. in comparison... The Vicuña copper district has massive resources, with overall averages around 0.35% copper in measured/indicated (M&I) and 0.32% in inferred, but features much higher-grade cores, like Filo del Sol's M&I at 0.74% Cu.

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