BFFAF News and Press, Basf Se Ord From 05/13/22

Recent trouble in Ukraine has thrown some sand in the gears for the short- to medium-term thesis for BASF. Some of the positives are now off the table. Some of the company's expected windfalls are no longer as clear, or even likely. This of course impacts valuation and the price targe...

The war in Ukraine continues to dominate market movements. I have started exiting one of my apartment REITs and predominantly focus on adding dividend income via select purchases. The combination of soaring inflation and geopolitical uncertainty has rattled markets and following t...

We allocated 3% of the portfolio to Siemens Energy AG. SMEGF has the opportunity to leverage several significant trends over the coming years. We hope to build to a 6% position in due time but think that the market may give us an opportunity to buy cheaper. For further detai...

BASF (OTCQX:BASFY) is exploring a plan to offload energy assets in Russia belonging to its Wintershall Dea unit to LetterOne, its Russian joint venture partner, Bloomberg reported Wednesday. A split reportedly would allow BASF to revive plans for an IPO of the remaining business, a move ...

The Polaris Global Equity Composite returned -3.83%. We are constantly assessing the portfolio seeking to ensure that our holdings thrive in an inflationary period. We are actively seeking attractively-priced stocks with good upside potential and lesser downside risk. We belie...

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...

€1.1bn impairment due to Wintershall Dea equity stake and Nord Stream 2 gas pipeline. The company reported strong results led by price increase over cost. We confirm our bullish thesis on the chemical space, and we reiterate our buy rating with a price appreciation of more ...

BASF SE (BASFY) Q1 2022 Earnings Conference Call April 29, 2022 02:30 AM ET Company Participants Stefanie Wettberg - Senior Vice President Investor Relations Martin Brudermüller - Chairman of the Board of Executive Directors Hans Engel - Chief Financial Officer Conference Call Participan...

World Malaria Day 2022, Vestergaard CEO: Advance Equity. Build Resilience. End Malaria. LAUSANNE, Switzerland, Apr 25, 2022 - (ACN Newswire) - World Malaria Day provides us with a moment to reflect on the scale of the challenge we still face - and recognise what needs to happe...

BASF's (OTCQX:BASFY) valuation suggests there could be upside for investors, but macroeconomic and political risks persist, Stifel said Wednesday in downgrading shares to Hold from Buy and slashing its price target to €63 from €83. BASF reported better than expected Q1 prelimina...