BNTGY News and Press, Brenntag AG Muehleim/Ruhr ADR From 06/17/23

2023-06-17 02:45:37 ET Summary Activist investors PrimeStone Capital and Engine Capital failed to secure board seats at Brenntag SE's annual general meeting, with the company's preferred candidates winning the vote. The activists are pushing for a separation of Brenntag's specialt...

2023-05-31 04:50:43 ET Summary Activist investors PrimeStone Capital and Engine Capital are pushing for a separation of Brenntag SE's specialties and essentials divisions. PrimeStone proposes its own candidates for the company's supervisory board - which Engine Capital as well as ...

2023-05-23 08:30:00 ET Summary 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, ...

2023-05-13 21:55:06 ET Brenntag SE (BNTGF) Q1 2023 Earnings Conference Call May 10, 2023, 08:00 ET Company Participants Thomas Altmann - SVP, IR Christian Kohlpaintner - Chairman & CEO Kristin Neumann - CFO Conference Call Participants Suhasini Va...

2023-05-11 21:53:21 ET Summary Yacktman's 13F equity portfolio value increased from $10.04B to $10.11B this quarter. Yacktman Asset Management increased Charles Schwab, EOG Resources, and Pioneer Natural Resources, while decreasing Weatherford International and U.S. Bancorp. Y...

2023-04-13 02:30:00 ET Summary We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by...

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...

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 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...