Beijer Ref Management

Management criteria checks 4/4

Beijer Ref's CEO is Christopher Norbye, appointed in May 2021, has a tenure of 3.42 years. directly owns 0.002% of the company’s shares, worth SEK1.77M. The average tenure of the management team and the board of directors is 2.5 years and 3.6 years respectively.

Key information

Christopher Norbye

Chief executive officer

SEK 10.5m

Total compensation

CEO salary percentage	n/a
CEO tenure	3.4yrs
CEO ownership	0.002%
Management average tenure	2.5yrs
Board average tenure	3.6yrs

Recent management updates

Recent updates

CEO

Christopher Norbye (51 yo)

3.4yrs

Tenure

SEK 10,453,000

Compensation

Mr. Christopher Norbye is Director of Stena Metall AB from January 2024. He serves as Director at agta record ag since 2020. He serves as Chief Executive Officer & President at Beijer Ref AB (publ) since M...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Christopher Norbye	CEO & President	3.4yrs	SEK 10.45m	0.0022% SEK 1.8m
Joel Davidsson	Executive VP & CFO	1.8yrs	no data	no data
Hanna Grasso	Executive Vice President of HR & Communications	2.5yrs	no data	no data
Yann Talhouet	COO & Executive VP of Toshiba HVAC	no data	no data	0.012% SEK 10.0m
Simon Karlin	Executive VP & COO of ARW - EMEA	no data	no data	0.032% SEK 26.4m
Jonas Steen	Executive VP & COO of ARW APAC	no data	no data	0.0055% SEK 4.5m
Kristian Lexander	Executive VP	2.7yrs	no data	0.00017% SEK 139.6k
Henrik Thoren	Head of Sustainability	no data	no data	no data
David Ericsson	Executive VP and Head of M&A	2.5yrs	no data	no data

2.5yrs

Average Tenure

49yo

Average Age

Experienced Management: 0A0H's management team is considered experienced (2.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Joen Magnusson	Independent Director	39.8yrs	SEK 410.00k	1.94% SEK 1.6b
Kate Swann	Chairman of the Board	3.6yrs	SEK 940.00k	0.0013% SEK 1.0m
Per Bertland	Director	3.6yrs	SEK 410.00k	1.57% SEK 1.3b
Albert Gustafsson	Director	3.6yrs	SEK 535.00k	no data
Nathalie Delbreuve	Independent Director	2.8yrs	SEK 610.00k	no data
William Striebe	Independent Director	3.5yrs	SEK 410.00k	0.00014% SEK 115.0k
Frida Sams	Independent Director	9.8yrs	SEK 588.00k	0.0063% SEK 5.2m
Kerstin Lindvall	Independent Director	3.5yrs	SEK 410.00k	no data

3.6yrs

Average Tenure

56.5yo

Average Age

Experienced Board: 0A0H's board of directors are considered experienced (3.6 years average tenure).

Beijer Ref Management

Management criteria checks 4/4

Key information

Recent management updates

Insufficient new directors

Beijer Ref AB (publ), Annual General Meeting, Apr 23, 2024

Independent Director recently bought kr1.3m worth of stock

Independent Director recently bought kr1.4m worth of stock

Beijer Ref AB (publ) Announces CFO Change

Independent Director recently sold kr1.7m worth of stock

Recent updates

Now 24% overvalued

Second quarter 2024 earnings released: EPS: kr1.42 (vs kr1.39 in 2Q 2023)

Now 22% overvalued after recent price rise

Now 20% overvalued after recent price rise

Now 20% overvalued after recent price rise

Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire 80% stake in Cool4u Kft.

Now 24% overvalued after recent price rise

Investor sentiment deteriorates as stock falls 21%

Insufficient new directors

Beijer Ref AB (Publ) Approves Dividend for the Financial Year 2023, Payable on 30 April 2024 and 30 October 2024

Upcoming dividend of kr0.65 per share

Now 21% overvalued after recent price rise

Full year 2023 earnings released: EPS: kr4.88 (vs kr3.28 in FY 2022)

Beijer Ref AB (publ) Proposes Dividend, Payable on 30 April 2024 and 30 October 2024

Final dividend of kr0.65 announced

Full year 2023 earnings released: EPS: kr4.88 (vs kr3.28 in FY 2022)

Beijer Ref AB (publ) to Report Fiscal Year 2023 Results on Mar 28, 2024

Beijer Ref AB (publ) to Report Q4, 2024 Results on Jan 31, 2025

Investor sentiment improves as stock rises 16%

Beijer Ref AB (publ) to Report Q3, 2024 Results on Oct 24, 2024

Investor sentiment improves as stock rises 27%

New minor risk - Share price stability

Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire Turner Engineering WA Pty Ltd.

Third quarter 2023 earnings released: EPS: kr1.10 (vs kr1.12 in 3Q 2022)

Investor sentiment improves as stock rises 23%

Upcoming dividend of kr0.47 per share at 0.9% yield

Beijer Ref AB (publ), Annual General Meeting, Apr 23, 2024

Now 20% undervalued after recent price drop

Investor sentiment improves as stock rises 19%

Independent Director recently bought kr1.3m worth of stock

Independent Director recently bought kr1.4m worth of stock

Second quarter 2023 earnings released: EPS: kr1.39 (vs kr1.08 in 2Q 2022)

Investor sentiment deteriorates as stock falls 17%

Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire CFD.

Investor sentiment deteriorates as stock falls 17%

Beijer Ref AB (publ) Announces CFO Change

Investor sentiment deteriorates as stock falls 20%

Upcoming dividend of kr0.47 per share at 0.5% yield

Investor sentiment deteriorates as stock falls 26%

Full year 2022 earnings released: EPS: kr3.28 (vs kr2.58 in FY 2021)

Investor sentiment deteriorates as stock falls 23%

Investor sentiment deteriorates as stock falls 15%

Independent Director recently sold kr1.7m worth of stock

Investor sentiment deteriorates as stock falls 23%

Investor sentiment deteriorates as stock falls 26%

Full year 2022 earnings released: EPS: kr3.28 (vs kr2.58 in FY 2021)

Investor sentiment deteriorates as stock falls 20%

Beijer Ref AB (Publ) Proposes Dividend

Investor sentiment deteriorated over the past week

Beijer Ref AB (publ) to Report Fiscal Year 2022 Results on Apr 04, 2023

Beijer Ref AB (publ) to Report Q4, 2023 Results on Jan 31, 2024

Independent Director recently bought kr108k worth of stock

Now 21% undervalued

CEO & President recently bought kr450k worth of stock

Beijer Ref AB (publ) (OM:BEIJ B) and the management of Heritage Distribution Holdings signed a binding agreement to Heritage Distribution Holdings from Gryphon Heritage Partners, L.P. managed by Gryphon Investors Inc and the management of Heritage Distribution for $1.3 billion.

Investor sentiment deteriorated over the past week

Investor sentiment deteriorated over the past week

High number of new directors

Investor sentiment deteriorated over the past week

Beijer Ref AB (publ) (OM:BEIJ B) Completed the acquisition of 51% stake in Australian Airconditioning Distributors Pty Ltd and HVAC Consolidated Pty Ltd from Coldflow Airconditioning Pty Ltd and Aircon Concepts Pty Ltd.

Investor sentiment improved over the past week

Third quarter 2022 earnings released: EPS: kr1.12 (vs kr0.65 in 3Q 2021)

Beijer Ref AB (publ), Annual General Meeting, Apr 25, 2023

Beijer Ref AB (Publ) Announces Board Appointments

Beijer Ref AB (publ) (OM:BEIJ B) acquired 80% stake in Easyairconditioning Limited.

Investor sentiment improved over the past week

Upcoming dividend of kr0.50 per share

Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire 51% shares in Australian Airconditioning Distributors Pty Ltd and HVAC Consolidated Pty Ltd from Coldflow Airconditioning Pty Ltd and Aircon Concepts Pty Ltd for approximately SEK 480 million.

Investor sentiment deteriorated over the past week