¿Cómo veis OHL?

Lo dicho..

 

Me gusta la "Visión estratégica  de OHL" ,,,Transformación de una empresa constructora a un proveedor integral de servicios de infraestructuras Estructurado ...

La familia intenta vender una empresa que esta muerta,como para no estar corto ,sino vale nada y eso antes de resultados,porque cuando salgan se va a 0,001,aumenten cortos que se van a forrar

Alguna otra buena recomendación, rural?

Como tiran hacia arriba, no eran malos los resultados???

 

Yo creo que los resultados son malos..o al menos perder 200 millones en un trimestre no es positivo..sin embargo creo que se han ganado la credibilidad del mercado..¿por qué?

en noviembre dijeron

https://finance.yahoo.com/news/edited-transcript-ohl-mc-earnings-051145303.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmVzLw&guce_referrer_sig=AQAAAKG0SA8ScvIm0ULQ45vYFFhNI8uOPEoq-Mm0iItaAGaVm_uBo55N0g7IHOENaXdOW0OD9XHAfkyRYIFz6eAPoAQhvjPzlJW_nDNnAW9_SLm0V-6uZslRJgqrHUucLiZqbO2Co-V1Wnxd3gD_EjnXThWQciQgBuhQ5jRJZK0WH5fn

“

When you speak of an objective of around EUR 300 million of net cash at 

--------------------------------------------------------------------------------

Jose María Sagardoy, Obrascón Huarte Lain, S.A. - CFO [92]

--------------------------------------------------------------------------------

It is consolidated cash. It's the gross amount of cash less the indebtedness of the company, which is around EUR 700 million. It's EUR 1,045,000,000 less EUR 700 million. That would be at September. By year-end, it would be EUR 300 million”

Okay. So it's basically the same number as of 30 September. But still as you will receive EUR 100 million from the sale of Mayakoba and normally you should have a positive seasonality in the fourth quarter, that seems quite -- I mean, quite disappointing to me. So am I getting something wrong here?

--------------------------------------------------------------------------------

Jose María Sagardoy, Obrascón Huarte Lain, S.A. - CFO [94]

--------------------------------------------------------------------------------

No, no, no. You're right. We are going to receive -- and this amount is included in this estimation. But it's true that, as we said before, during the last part of this year and during next part -- and during year 2019, there will be cash out in this company due to the -- those legacy projects. So this is the reason why we won't finish with a higher amount.”

 

y Han cumplido con lo dicho..

https://finance.yahoo.com/news/edited-transcript-ohl-mc-earnings-222957609.html?guccounter=1&guce_referrer=aHR0cHM6Ly9maW5hbmNlLnlhaG9vLmNvbS9xdW90ZS9PSEwuTUM_cD1PSEwuTUMmLnRzcmM9ZmluLXNyY2g&guce_referrer_sig=AQAAAIVht2NM1LJfILPMSeOXU6DQAWUzr1C93pSRwFitYN8NID0fESAIcif3pcA64ESrdi8pH7BG6S6AjkPF-9L9eFiP4FDA9BUhUdrGWWeax2XiWsdX8VKQ7JgWbVtBIpCBq0Cx5r96q071aN6CcUgGN7LlLyu_Pbdrja_L3rfJzVOU

y ahora dicen que para finales de 2019 quedarán con unos 150 millones..el mercado les cree..

And we will finish the year maintaining a solid financial position with a net debt with negative recourse that we estimate to be in the area of EUR 150 million and minus EUR 200 million. We are very confident that we will fulfill these estimates.“

OHL se dispara un 22%: BBVA Asset Management declara el 3% del capital

 

https://www.cnmv.es/Portal/Consultas/DerechosVoto/Notificaciones-Participaciones.aspx?qS={805657d2-3afa-4654-a8e6-dbed09179b9f}

Jajajaja

Vaya pelotazo lo de hoy no?

José pero esos 200 millones realmente no afectan en nada a la caja ni al patrimonio,no? Son por efecto contable de mayakova y por el hospital de Qatar. Cuando dices que terminarán 2019 con 150 millones, a que te refieres?

https://twitter.com/Pacojoys/status/1101550400484843520?s=19
Algunos análisis creen que la subida pura especulación. Que os parece?
https://twitter.com/Bolsacarlosmari/status/1101545101963202560?s=19