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Our community narratives are driven by numbers and valuation.

Falling Hedged Power Prices And Coal Phaseout Will Pressure Long Term Earnings

Catalysts About CEZ a. s CEZ a.Read more

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AnalystConsensusTarget

Kč898.54

31.4% overvalued

AnalystConsensusTarget's Fair Value

Revenue

-5.02% p.a.

Profit Margin

11.15%

Future PE

18.71x

Price in 2029

Kč1.13k

Falling Power Prices And Heavy Capex Will Pressure Earnings And Margins Over Time

Catalysts About CEZ a. s CEZ a.Read more

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AnalystLowTarget

Kč600

96.8% overvalued

AnalystLowTarget's Fair Value

Revenue

-9.07% p.a.

Profit Margin

9.16%

Future PE

17.32x

Price in 2028

Kč751.85

Rising Regulated Asset Base And Nuclear Output Will Drive Stronger Long Term Earnings Stability

Catalysts About CEZ a. s CEZ a.Read more

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AnalystHighTarget

Kč1.18k

0.04% undervalued

AnalystHighTarget's Fair Value

Revenue

-4.07% p.a.

Profit Margin

0.14%

Future PE

19.51x

Price in 2028

Kč14.81

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Trending Discussion

US

Does the IPO spin off of North American mines and proven reserves freeze out current shareholders. IPO stock offerings are notorious for being available to a limited number of investors.

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JA

jayhcee

MPAA often has inventory and core-related timing issues. While this quarter’s problems may ease, similar issues have recurred historically and can persist for several quarters. It's not a one-off, it's a structural part of their business. Core returns are simply estimates: How many customers will actually return the original part; how quickly they'll do so; how many are useable; what they're worth, etc. MPAA predicts X sales in a quarter and Y core returns and its reserves, inventory values, etc. are based on that. If they expect a 90% core return rate and only 80% come back it doesn't change cash but they have to write down inventory and increase cost of goods sold which impacts EPS. They've also cited inventory buildup at key customers multiple times in the past. The assumption the latest backlog will all shift into future quarters this year with no impact on pricing, etc. seems more like wishful thinking. Retailer X was slated to buy $10m in parts this quarter but finds they have a lot more inventory on hand than they anticipated so they pushed the order. Realistically there are likely to be SKU cuts, reduction in safety stock on others, etc. Assuming that all $10m will come in this year plus the regular replenishment seems pretty unrealistic. MPAA also has a shaky track record when it comes to new lines and the supposed impact on business. If you look at the EV testing solutions hype back around 2020 that was supposed to diversify them beyond traditional reman and be a higher margin business that would grow with EV adoption. But it has never turned into a material contributor. The debt reduction and stock buy backs are meaningful but IMHO this narrative takes a very optimistic view of things.

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KT

If they do buy barrick ,will this accelerate price appreciation or slow it down, due to cost associated with the purchase?

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