BNTGF News and Press, Brenntag AG Muehleim/Ruhr From 03/21/23

2023-03-21 02:05:58 ET Summary With everything that's going on, I don't have much time to introduce new companies to you here in SA - not that often at least. So I pick carefully. Brenntag is a company I've been following since the COVID-19 crash. I did not invest, unfortunately, ...

2023-03-20 18:40:25 ET Summary The Brenntag SE Q4 2022 results show weaker underlying trends such as customer destocking and reduced business activity. Margins will impact Brenntag's path to earnings growth and valuation rerating, and management must manage the opex line (SG&A...

2023-03-14 07:30:42 ET Univar Solutions ( NYSE: UNVR ) soared 14% in premarket trading on a report that private equity firm Apollo Global ( APO ) agreed to purchase the chemicals firm for $8.1 billion including debt. The transaction will value Univar ( UNVR ) a...

Activist Engine Capital is pushing for Brenntag SE ( OTCPK:BNTGF ) to spin off its specialties business, an action that could double its share price to €140 a share. Engine Capital, which has a 1% stake in Brenntag, wants the German chemicals company to public commit to sep...

Summary Yacktman's 13F equity portfolio value increased from $9.17B to $10.04B this quarter. Yacktman Asset Management increased Charles Schwab while decreasing PepsiCo, Sysco, and Weatherford International. Yacktman’s largest five stakes are at ~26% of the portfolio. ...

Summary Potential mega-merger in the chemical distribution space. Largest industry player globally, Brenntag has recently approached second-ranked Univar Solutions. UNVR's activist Engine Capital says the target might be worth $38-44/share in a takeout or 16-34% upside from current ...

Summary Brenntag is a German-based distributor of chemical products. The EBITDA and free cash flow results are increasing sharply. As the balance sheet is now very robust, Brenntag is looking at acquisition opportunities. It's in talks to acquire Univar, and that would likely ma...

Brenntag SE (BNTGF) Q3 2022 Earnings Conference Call November 9, 2022 8:00 AM ET Company Participants Thomas Altmann - Head of Investor Relations Christian Kohlpaintner - Chief Executive Officer Kristin Neumann - Chief Financial Officer Conference Call Part...

The following slide deck was published by Brenntag SE in conjunction with their 2022 Q3 earnings call. For further details see: Brenntag SE 2022 Q3 - Results - Earnings Call Presentation

Brenntag SE press release ( OTCPK:BNTGF ): Q3 GAAP EPS of €1.60. Revenue of €5.1B (+36.4% Y/Y) beats by €300M . For further details see: Brenntag SE GAAP EPS of €1.60, revenue of €5.1B beats by €300M