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Consensus Narrative from 7 Analysts
The Company'S Thermotite Do Brasil Acquisition And Zero Net Debt Goal Will Boost Earnings And Margins
Key Takeaways Strategic acquisitions and operational optimizations in Brazil enhance Vallourec’s offshore market position, potentially boosting future revenue and profitability. Successful deleveraging and strong OCTG demand position Vallourec for improved earnings and margin growth in the near-term.
View narrative€20.81
FV
18.5% undervalued intrinsic discount5.82%
Revenue growth p.a.
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WA
Consensus Narrative from 13 Analysts
Ramp-Up Of NFE And NFS Projects And Green Hydrogen Ventures Will Drive Earnings Growth
Key Takeaways Strategic diversification into green hydrogen and ammonia projects enhances future revenue visibility and could boost future earnings. Focus on higher-margin ethylene and lower-emission technologies targets improved net margins and earnings growth.
View narrative€29.38
FV
12.2% undervalued intrinsic discount8.83%
Revenue growth p.a.
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2 days ago author updated this narrative
WA
Consensus Narrative from 6 Analysts
Rising LNG Carrier Demand And Mark III Innovations Will Boost Revenue And Earnings Growth
Key Takeaways Increased orders for LNG carriers and strategic partnerships are expected to boost revenue, earnings, and service offerings, enhancing margins. Investments in sustainable technology and innovative LNG solutions position GTT for future growth, competitive advantage, and improved financial performance.
View narrative€168.67
FV
22.2% undervalued intrinsic discount12.24%
Revenue growth p.a.
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7 days ago author updated this narrative