Allego 배당 및 자사주 매입
배당 기준 점검 0/6
Allego 배당금을 지급한 기록이 없습니다.
핵심 정보
n/a
배당 수익률
n/a
자사주 매입 수익률
| 총 주주 수익률 | n/a |
| 미래 배당 수익률 | n/a |
| 배당 성장률 | n/a |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | n/a |
최근 배당 및 자사주 매입 업데이트
업데이트 없음
Recent updates
분석 기사 • Mar 28
Revenues Tell The Story For Allego N.V. (NYSE:ALLG) As Its Stock Soars 41%
Those holding Allego N.V. ( NYSE:ALLG ) shares would be relieved that the share price has rebounded 41% in the last...분석 기사 • Jan 26
Why We're Not Concerned Yet About Allego N.V.'s (NYSE:ALLG) 26% Share Price Plunge
To the annoyance of some shareholders, Allego N.V. ( NYSE:ALLG ) shares are down a considerable 26% in the last month...분석 기사 • Dec 12
Allego N.V.'s (NYSE:ALLG) 26% Cheaper Price Remains In Tune With Revenues
Unfortunately for some shareholders, the Allego N.V. ( NYSE:ALLG ) share price has dived 26% in the last thirty days...Seeking Alpha • Nov 18
Allego: Negative Shareholders' Equity And Underwhelming Q3 2023 Results
Summary Allego booked revenues of €28.6 million ($31 million) in Q3 2023 and its operating loss almost doubled. The company is far behind on the revenue and EBITDA estimates presented during its 2022 listing. With cash running out fast, it seems that significant stock dilution in the near future is inevitable. The short borrow fee rate is over 50% and I think that risk-averse investors should avoid this stock. Read the full article on Seeking Alpha분석 기사 • Jun 07
Allego N.V. (NYSE:ALLG) Analysts Are Pretty Bullish On The Stock After Recent Results
It's been a pretty great week for Allego N.V. ( NYSE:ALLG ) shareholders, with its shares surging 13% to US$2.36 in the...Seeking Alpha • Nov 10
Allego inks first long-term PPA for renewable power
Allego (NYSE:ALLG) said Thursday it signed its first long-term power purchase agreement with an independent power producer. The company will begin receiving 25 GWh of renewable power starting Jan. 1 to support the majority of its operations in Germany. The PPA represents ~16% of Allego's (ALLG) European charging network. Allego (ALLG) expects to sign additional PPAs to cover over 80% of its operations to further hedge input costs and commodity volatility.Seeking Alpha • Oct 27
Allego: Building The Charging Sites That Electric Vehicles Need
Summary Charging networks are a key element in the world of electric vehicles. Allego N.V. operates in a very large market that provides it with plenty of room to grow. Allego has an attractive business model supported by a strong marketing and growth strategy. Description At the current price of $3.52, I think Allego N.V. (ALLG) has more than a fivefold upside from where it is today. Allego is an important part of the world of electric vehicles because it offers high-value electric vehicle ("EV") charging services to customers outside of the company and is one of the largest public EV charging networks in Europe. Company overview Allego provides high-value-added EV charging services to third-party clients and operates one of Europe's largest public EV charging networks. As of December 31, 2021, Allego had over 672,000 distinct network users, and it owned or operated over 31,000 public charging ports, 16,000 public and private sites, and 14 different countries. All EV drivers of cars, trucks, and buses have easy access to Europe's vast, vehicle-neutral public network. To become more vehicle agnostic, Allego has focused on EV charging options that can be accessed by the greatest number of vehicles, regardless of vehicle type or OEM. ALLG makes the majority of its money through the sale of charging equipment, installation services, and the use and maintenance of setting equipment. Charging network is a key element in the world of electric vehicles Allego's primary business is the development, ownership, and management of fast and ultra-rapid EV charging stations. It is one of Europe's most prominent public EV charging networks. ALLG employs proprietary Allamo software to locate premium charging locations and forecast demand based on outside traffic data. These sites are typically in densely populated urban or suburban areas, and Allamo has been instrumental in establishing a dependable pipeline. All EV drivers benefit from interoperability and a better user experience thanks to the proprietary software developed by Allego. Allego charging stations can charge vehicles regardless of their OEM or user group. EV charging station owners can also use the Allego EVCloud to get software solutions for payment, analytics, and customer service. This is a very large market In the major European markets of Benelux, Denmark, France, Germany, Hungary, Norway, Switzerland, Portugal, Sweden, and the United Kingdom, Allego estimates it holds a 12% share of the fast and ultra-fast charging locations market. To keep its position as the market leader in electric vehicle charging, the firm plans to expand its system of public charging stations. Additionally, management hopes to develop the services industry and public charging infrastructure. The objective is to grow the Allego user base and strengthen ties with B2B customers. ALLG also gives EV drivers who use the Allego network or its services access to more features of the Allego software platform. Oct 22 investors presentation The industry has high government regulatory hurdles Differences in European, national, and regional regulations governing EV policy, as well as building and grid connection permits, can cause installation delays or cost differences between jurisdictions. In the regions where Allego is active, two primary licenses are essential. Separate permits are needed for both building the charging station and connecting it to the distribution grid operator's network. Since Allego is familiar with the rules and regulations in this field, it may be able to speed up the installation and commissioning process, making it more efficient and lower operational costs. Attractive business model The foundation of Allego's business strategy is the provision of highly reliable charging outlets to all categories of EV users. The company has made a one-of-a-kind, proprietary software platform that any mobility service provider [MSP] can use to manage hardware chargers and charging sessions on Allego's network. Allego offers high-value-added third-party services as a strategic focus for technologies that aren't central to the company's operations. This industry is propelled by lucrative service contracts with third parties for tasks like web design and technical layout. Allego's white-label software suite allows it to manage large and complex solutions and act as a one-stop-shop for its clients. From concept to completion, Allego develops the entire charging system for its clients, including all necessary components, setup, and ongoing support. The charging chain between lease car companies and EV drivers can be set up, or OEM dealerships can be outfitted with chargers and run by a third party. By investing funds in its own charging stations, Allego hopes to attract and keep EV drivers as customers for the long haul. It is possible that the services market will see an uptick in foot traffic if fleet companies or last-mile providers start looking for solutions to provide charging on the go. Allego doesn't make its own hardware, but it has a wide variety of reliable suppliers from which it can obtain unique features. Furthermore, Allego is in a prime position to pick out optimal hardware because it is hardware agnostic. Allego also collaborates with OEMs on firmware and hardware. At the moment, Allego is putting all of its efforts into creating a system that can directly interact with EV drivers to manage charging sessions and payments. Business model supported by a strong marketing and growth strategy Allego has local teams and subsidiaries in each country where it operates to manage public charging networks. Site selection is handled by a centralized network team, while lease agreements are handled at the site level. The Allego team communicates well with retailers, real estate companies, cities, and other groups that need space or charging and may be able to get it from Allego. The way Allego provides customer service is divided into two segments. Commercial customers: There are already plenty of businesses that either own or rent parking lots. To that end, Allego caters to businesses that want to convert their parking lots into fully electric facilities. This is typically done through a sale or service, though Allego may choose to invest in the network if site quality warrants it. The charging stations would join the Allego charging network if the company ever decides to construct one. Businesses can set their own prices for using the Allego software platform while still making it available to the public. The ability to invest in real estate has allowed Allego to secure prime locations and develop lasting partnerships with its commercial clientele. As a result, Allego has a compelling offering for many European commercial sites thanks to its ability to provide a dual-tracked approach based on customer needs. Fleet customers: Allego's fleet customers include businesses operating in the industries of transportation, logistics, sales, service, motorpool, shared transit, and ridesharing. Fleet customers can take advantage of Allego's full suite of charging options, from home chargers and installations to priority access to the company's network and discounted rates, as well as charging infrastructure tailored to their needs. However, EV drivers can only get Allego's home charging solutions through B2B contracts.분석 기사 • Oct 12
An Intrinsic Calculation For Allego N.V. (NYSE:ALLG) Suggests It's 24% Undervalued
Today we will run through one way of estimating the intrinsic value of Allego N.V. ( NYSE:ALLG ) by estimating the...Seeking Alpha • Oct 06
Allego: Cash Is Running Out And Significant Stock Dilution Seems Inevitable
Summary The company had just $29.5 million in cash and cash equivalents at the end of June and net cash used in operating activities was $94 million in H1 2022. Allego’s plans for 2022 include over $180 million in CAPEX and its operational EBITDA continues to be negative. However, short sell selling seems dangerous as short borrow fee rates are above 200% at the moment. Introduction In April 2022, I wrote a bearish article on SA about Dutch electric vehicle (EV) charging company Allego (ALLG) in which I said that its stock seemed to have attracted high retail investor interest and that the share price could fall below $10 once it fades. Well, the company’s market valuation has fallen by about two thirds in just 6 months, but analysts seem convinced that the share price could double thanks to rapidly growing electric vehicle adoption, supportive policies, and incentives. I don’t share their optimism as net cash used in operating activities was 94.9 million euros ($94 million) in H1 2022 and cash reserves stood at just 29.8 million euros ($29.5 million) at the end of June. In my view, it’s possible that the market valuation doubles in the near future, but this is likely to be achieved through a significant capital increase to fund operations. Let’s review. Overview of the H1 2022 financial results In case you haven’t read my previous article about Allego, here’s a short description of its business. The company was founded in 2013 and it currently has one of the largest EV charging networks in Europe with around 34,000 public and non-public charging ports as well as 18,200 public and non-public charging sites across 15 countries. However, Allego has a strong presence in only a few markets, namely Benelux, Germany, and London. In addition, many of the facilities in Benelux are AC charging points. Allego Allego's Alamo software platform aims to identify premium charging sites and forecast demand based on external traffic statistics and the company claims its internal rate of return [IRR] at the site level is about 30%, excluding subsidies. In addition, Allego usually signs long-term power purchase agreements which means that it should be relatively well insulated from the current energy crisis in Europe. In H1 2022, its results were impacted by 7.1 million euros ($7 million) higher energy costs, but this was partially offset by higher income from the sale of carbon credit certificates. The company’s average utilization rates have been increasing steadily over the past few years as EVs gain traction in Europe and recurring users have been hovering around 80%. In Q2 2022, the backlog increased to 1,100 sites, which is 120% higher compared to a year earlier. Allego As you can see from the table above, the charging network has been growing rapidly and in March 2022, Allego merged with a special-purpose acquisition company (SPAC) to finance part of its CAPEX, which was expected to stand at 188 million euros ($186.3 million) this year alone. The deal was supposed to create a company with $490 million in cash, but redemptions reached 98%. As a result, Allego received only 146.1 million euros ($144.8 million) from the SPAC deal. This puts the company in a tight spot from a liquidity point of view as cash flow from operating activities is currently deep in the red. Cash and cash equivalents were already below $30 million at the end of June, which means Allego will likely need to carry out a capital increase before the end of 2022, even if we exclude CAPEX or acquisitions. Allego Allego Looking at the H1 2022 financial results, I think they were disappointing as revenues came in at 50.7 million euros ($50.2 million) and total revenues for the full year are now expected to stand at between 135 million euros ($133.8 million) and 155 million euros ($153.6 million). These figures are below the forecasts in the SPAC deal presentation despite Allego enacting an average 10% price increase effective September 1 in most markets to mitigate the effects of higher energy prices. What's even worse is that operational EBITDA was negative 1.5 million euros ($1.5 million) in H1 2022, which is such a large deviation from the forecasts that it casts significant doubts about the expectations for the coming years. Allego You might be wondering why net cash used operating activities isn't much higher considering the net loss was 246.6 million euros ($244.3 million) in H1 2022. Well, this is because share-based payment expenses soared to 241.3 million euros ($239.1 million) during the period from 121.9 million euros ($120.8 million) a year earlier. Considering the market valuation of Allego stands at $1.22 billion as of the time of writing, there could be significant stock dilution here even without a capital increase unless the share price recovers very soon. So, how do you play this one? Well, short selling seems dangerous as data from Fintel shows that the short borrow fee rate stands at 248.48% as of the time of writing. Also, put options at all strike prices are expensive the moment and it could be best for risk-averse investors to avoid Allego. Seeking AlphaSeeking Alpha • Aug 22
Allego reports 1H results
Allego press release (NYSE:ALLG): 1H Net loss of €246.6M Revenue of €50.7M (+148.5% Y/Y). Total energy sold during the first half of 2022 was 71.8 gigawatt hour (GWh), an increase of 105% over the first half of 2021; utilizing 100% green energy. Backlog increased to 1,100 sites, representing an increase of 120% compared to the prior-year period. 2022 Full Year Guidance Range: Total Revenues: €135.0 million - €155.0 million Energy Sold: 150 GWh – 160 GWh Operational EBITDA: PositiveSeeking Alpha • Jul 28
Allego expands €120M senior debt facility
Allego (NYSE:ALLG) said Thursday it expanded its existing €120M senior debt facility through an accordion feature. This increased ALLG's access to growth capital by an additional €50M. The debt facility expires in May 2026 based on original terms. ALLG is also pursuing a new expanded financing package. "We are actively pursuing an expansion and extension of a new bank facility with our lender group to support about two and one-half years of secured backlog. We expect this new bank facility to close in the fall of 2022," said ALLG CFO Ton Louwers.Seeking Alpha • Apr 01
Allego - Lackluster Listing Leads To CAPEX Funding Issues And I'm Bearish
The company was recently listed on NYSE through a SPAC deal, but redemptions reached 98%. Allego plans to make capital expenditures of $1.46 billion between 2022 and 2026, which implies that the funds will have to come through debts and capital increases. The company’s share price has soared to above $15, and the reason behind this seems to be that retail investors were attracted by the low share float. I think the retail investor interest is likely to fade off in the near future and the share price will fall back below $10.지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: 과거에 ALLG.F 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.
배당금 증가: ALLG.F 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.
배당 수익률 vs 시장
| Allego 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (ALLG.F) | n/a |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.3% |
| 업계 평균 (Specialty Retail) | 2.4% |
| 분석가 예측 (ALLG.F) (최대 3년) | n/a |
주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 ALLG.F 의 배당 수익률을 평가할 수 없습니다.
고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 ALLG.F 의 배당 수익률을 평가할 수 없습니다.
주주 대상 이익 배당
수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 ALLG.F 의 지급 비율을 계산하기에는 데이터가 부족합니다.
주주 현금 배당
현금 흐름 범위: ALLG.F 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 01:07 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2024/12/31 |
| 연간 수익 | 2024/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Allego N.V.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Richard Tullis | Capital One Securities, Inc. |
| Itay Michaeli | Citigroup Inc |
| Gabriel Daoud | TD Cowen |