HDELY News and Press, HeidelbergCement AG ADR From 01/13/23

Summary I've beefed up my position in HeidelbergCement whenever the stock has been under €50/share for the native. My current cost basis is around €44/share. My position is now at its target. I have covered HeidelbergCement for you before, but I'm going to make a clarifica...

Summary Positive trajectory in price over cost. However, still in negative territory. The company is continuing to accelerate its price increases. Still at a discount compared to peers. Our buy rating is confirmed. For further details see:...

HeidelbergCement AG (HLBZF) Q3 2022 Earnings Conference Call November 3, 2022 10:00 AM ET Company Participants Christoph Beumelburg - Group Spokesman, Director Group Communication & Investor Relations Dominik von Achten - CEO René Aldach - CFO Conf...

Summary HeidelbergCement Germany's cement capacities production represents just 6% of the company's total output. Despite the EU energy price increases, EU Country members are adopting national policy strategies to limit the crisis. Lowering the company's EBITDA, we still deri...

Summary HeidelbergCement is my "favorite" concrete investment. I have a 3.5% portfolio exposure to the business - more than Holcim and Vicat combined, the two closer peers. The company is currently suffering significant downward pressure from energy and Co2 issues - but this shoul...

Summary Looking at the sector, CRH is currently less impacted by higher energy costs. Despite uncertainties and higher prices, we expect a robust second half of the year (still supported by private and public expenditures). $5.5 billion EBITDA reiterated so we decide to initia...

HeidelbergCement AG (HLBZF) Q2 2022 Earnings Conference Call July 28, 2022 08:00 AM ET Company Participants Dominik von Achten - Chief Executive Officer Rene Aldach - Chief Financial Officer Christoph Beumelburg - Head, Group Communication & Investor Relation...

The following slide deck was published by HeidelbergCement AG in conjunction with their 2022 Q2 earnings call. For further details see: HeidelbergCement AG 2022 Q2 - Results - Earnings Call Presentation

Miller Value Partners is a value investor. It values businesses, and not just stocks, and invests in them for the long term. The Miller Income Strategy lost 17.7% in the second quarter of 2022. Now, however, the concern has shifted away from inflation to economic slowdown and pote...

HeidelbergCement is at an undervaluation - it has been for a while, but we're now talking very close to COVID-19 level undervaluation levels. It's time to revisit this exquisite company - a great long-term investment, as I see it, out of one of the largest cement/concrete businesses w...