Wall Street Trader schreef op 4 mei 2024 12:57:
[...]
Raw materialsOn the raw materials, some part of the raw materials they are having a slight increase in the marketplace and some others are stable. Some of them could go a little bit up. Some of others could go down.
Divestment processThey already finished the divestment of Algeria. They are very close to finish Pakistan, although it’s very, very small. And they continue to work on their strategic options for Brazil and Turkey as they are in that process. And of course, they will communicate as soon as they have any progress on those. At this point, they are working on those strategic options.
DividendWe can't expect a dividend anytime soon.
They are fully focused on the 3-year transformation plan they are executing with a lot of investments this year, but also next year.
Purpose is to have value creation and to come to a much higher cash flow also in the coming years. So that's the focus now as a management in 1 or 2 years. Management then can see what this means as other opportunities and also dividends might be proposed at that moment, but it’s not the focus they have at this moment.