BNTGY News and Press, Brenntag AG Muehleim/Ruhr ADR From 12/10/22

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

Summary Yacktman's 13F equity portfolio value decreased from $9.64B to $9.17B this quarter. Yacktman Asset Management added EOG Resources, Devon Energy, Diamondback Energy, and Pioneer Natural Resources while decreasing Coca-Cola, Sysco, Wells Fargo, and MSC Industrial Direct. ...

Summary For the three months ending September 30, 2022, the Mayar Responsible Global Equity Fund (Class A) was down -11.69% net of all expenses and fees. High market volatility has continued during this quarter as the pain caused by a combination of supply shocks, high inflation, ...

Univar recently sold off about 25% and is now trading at 9-10 times its 2022 price-to-free-cash-flow (P/FCF) multiple. Univar has dense routes in North America, its key market, a unique advantage tends to compound over time. We believe 15 times P/FCF is reasonable for a high-quali...

Rhizome Partners LP is a Delaware limited partnership, aims to achieve long-term capital appreciation while limiting the risk of loss. For the second quarter of 2022, Rhizome Partners generated a net loss of 9.1%. Given our cautious views regarding the impact of rising interest ra...

Brenntag SE (BNTGF) Q2 2022 Earnings Conference Call August 10, 2022 08:00 AM ET Company Participants Thomas Altmann - Head of Investor Relations Christian Kohlpaintner - Chief Executive Officer Kristin Neumann - Chief Financial Officer Conference Call Part...

Yacktman's 13F equity portfolio value decreased from $11.21B to $9.64B this quarter. Yacktman Asset Management added Warner Bros. Discovery and Embecta Corp. while decreasing Sysco Corporation and Coca-Cola Company. Yacktman’s largest five stakes are at ~31% of the portfoli...

Mayar Capital provides investment management services to institutions, family offices, and high net-worth individuals. For the three months ending March 31, 2021, Mayar Fund (Class A) was down 6.6% net of all expenses and fees. Several of our SMA clients have chosen to switch thei...