Greenyard Foods
TIP
Re: Greenyard Foods
Misschien een kwestie van vraag en aanbod, minder interesse vanwege de shorters?
Re: Greenyard Foods
Crisismanager Marc Zwaaneveld komt ook aan boord als CEO.
Dat is al een stap in de goeie richting.
Dat is al een stap in de goeie richting.
72% aandelen, 18% obligaties, 10% cash
Re: Greenyard Foods
Dit zat er al even aan te komen. Natuurlijk blijven de voornaamste problemen (schulden, marges...) wat ze zijn.
Portefeuille: Kinepolis, Tinc, Ageas, GBL, Solvay, AD, Sofina, Sippef, Biocartis, Sioen.
Re: Greenyard Foods
Post van 8/2:
Is dit artikel uit Knack hier al gedeeld?
https://trends.knack.be/economie/bedrij ... 26297.html
Knack schrijft dat Deprez ook persoonlijk risico loopt omdat hij aandelen GREEN in pand heeft gegeven voor bankschulden.
The gist:
- Op 31/3 vervallen €90m aan bankschulden bij BNP, KBC, ING en Belfius
- De in pand gegeven aandelen moeten minimaal 150% van de leningen waard zijn (dus €135m).
- De 21,9m aandelen van Deprez Holding zijn aan de huidige koers slechts €73m waard.
- Er zou zo'n €35m cash in de holding zitten.
- Met toestemming van de banken kunnen de leningen geherfinancierd worden of wordt uitstel van betaling gegeven.
Is dit artikel uit Knack hier al gedeeld?
https://trends.knack.be/economie/bedrij ... 26297.html
Knack schrijft dat Deprez ook persoonlijk risico loopt omdat hij aandelen GREEN in pand heeft gegeven voor bankschulden.
The gist:
- Op 31/3 vervallen €90m aan bankschulden bij BNP, KBC, ING en Belfius
- De in pand gegeven aandelen moeten minimaal 150% van de leningen waard zijn (dus €135m).
- De 21,9m aandelen van Deprez Holding zijn aan de huidige koers slechts €73m waard.
- Er zou zo'n €35m cash in de holding zitten.
- Met toestemming van de banken kunnen de leningen geherfinancierd worden of wordt uitstel van betaling gegeven.
Re: Greenyard Foods
Hier werd met vuur gespeeld! 
Re: Greenyard Foods
In de standaard stond een tijdje geleden eenzelfde artikel. Vermelden ook dit onderpand in aandelen. Als ik het goed herriner komen de inkomsten van de holding ook enkel uit dividenden voor en het dividend is geschrapt dus dat zal daar spannend worden.
Portefeuille: Kinepolis, Tinc, Ageas, GBL, Solvay, AD, Sofina, Sippef, Biocartis, Sioen.
Re: Greenyard Foods
Hein woont in een mooi kasteel hier in Belsele. Dat kan hij misschien best al eens verkopen.
72% aandelen, 18% obligaties, 10% cash
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anonymous9
Re: Greenyard Foods
En nu terug 1,44% (de Binck-vergoeding na hun cut en de cut van hun partner).
Ik heb sterk de indruk dat er daar vlot met de pet gegooid wordt en die percentages niet echt eerlijk verlopen. Je gaat me nu niet vertellen dat leenkosten in letterlijk zes dagen van 0,62% naar 0,09% zakken om dan weer naar 1,44% te stijgen na één dag op 0,09% gestaan te hebben.
Ik heb sterk de indruk dat er daar vlot met de pet gegooid wordt en die percentages niet echt eerlijk verlopen. Je gaat me nu niet vertellen dat leenkosten in letterlijk zes dagen van 0,62% naar 0,09% zakken om dan weer naar 1,44% te stijgen na één dag op 0,09% gestaan te hebben.
Re: Greenyard Foods
Ik heb al eens op 0.00 % gestaan en het nagevraagd bij Binck. Ze gingen het bekijken en nooit iets meer van gehoord. Rijk word je er allezins al niet van.
Was voor een ander aandeel wel.
Was voor een ander aandeel wel.
Pessimisme is zoals porno, het verkoopt. 
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nyotaimori
- Sr. Member
- Berichten: 263
- Lid geworden op: 14 aug 2015
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Re: Greenyard Foods
Hier sinds 08 februari 0.22% en momenteel nog steeds zo. Daarvoor kreeg ik 0.37%.
Re: Greenyard Foods
De juli obligatie zit zowat aan een bodem zo te zien.
Er staan er nog aan 87% in de ask. (en 5% coupon) Voor de believers in Zwaaneveld en een succesvolle kapitaalsverhoging.
Er staan er nog aan 87% in de ask. (en 5% coupon) Voor de believers in Zwaaneveld en een succesvolle kapitaalsverhoging.
72% aandelen, 18% obligaties, 10% cash
Re: Greenyard Foods
10 dagen later aan 95%.
Bid/ask momenteel 94%/96%
72% aandelen, 18% obligaties, 10% cash
Re: Greenyard Foods
Eindelijk nieuws van Greenyard 
https://www.greenyard.group/dam/jcr:32c ... future.pdf
Key Highlights
• In response to continuing market pressure, Greenyard announced today its Transformation Plan to shape the future Greenyard.
• The comprehensive and impactful Transformation Plan consists of immediate, short and longer term actions, both at group and divisional level. It enables Greenyard to accelerate the shift of its organisation to a partnership model (with Greenyard as vertically integrated partner for the retailers). Greenyard is making good progress in taking these partnerships to the next level and expects to announce further details in the coming months.
• A revitalisation of volumes and margins, a footprint rationalisation, improved cost management and operational excellence are the cornerstones of the Transformation Plan. The various initiatives will allow Greenyard to structurally benefit from its economies of scale derived from its pan-European footprint to strengthen its logistics, supply chain, with a focus on control over indirect spend, its core activities and an adapted organisation.
• The Transformation Plan is expected to deliver a REBITDA improvement of EUR 20m for AY 2019/2020 and EUR 44m of cumulative REBITDA improvement for AY 2020/2021, Greenyard expects to achieve REBITDA of over EUR 100m in AY 2020/2021, among others thanks to the Transformation Plan.
• As a result of the Transformation Plan, 422 jobs might potentially be impacted in 2019 over different countries, but primarily in Fresh in the United Kingdom and Germany, subject to the applicable information and consultation procedures. Greenyard will do its utmost best to give the affected employees the appropriate support.
• In addition to the above, Greenyard is expecting to yield cash proceeds in a range of EUR 50 to 75m from further divestments of non-core assets over the different segments with limited REBITDA loss. Greenyard will execute these divestments in a timely and diligent manner and has already initiated the first divestment projects.
• Greenyard is also exploring the option of a strategic divestment of its Prepared division with a view to a further deleveraging.
• The company has been working hard on its Transformation Plan and its different measures, which was recently shared with and positively welcomed by its relationship banks.
• In addition, Greenyard is in the midst of structuring towards a more solid balance sheet. The comprehensive solution includes an improved REBITDA, cash proceeds from further divestments and further funding options, such as equity, to deleverage to a desired level below 3.0x over the next three years.
• Lazard has been appointed as financial advisor to assist in finding an agreement with a cornerstone investor in connection with the raising of additional capital.
Greenyard will inform the market of the progress made in due course.
• Greenyard is confident that its transformation will result in an improved commercial, operational and financial strength. Greenyard will evidently focus on its stringent execution in close collaboration between local and central management under the leadership of both co-CEOs. In this respect, both co-CEOs Hein Deprez and Marc Zwaaneveld are committed for the long term to execute Greenyard’s recovery.
• Greenyard will host an investor call to further explain the Transformation Plan and its cornerstone elements. Such open investor call will be hosted at 11.30 pm CET. Persons interested to dial-in can do so by using the following link: Greenyard Transformation Plan Conference Call or telephone number: +32 2 342 07 47 (toll number) + 32 800 11 960 (toll-free number). Passcode 73345488#
https://www.greenyard.group/dam/jcr:32c ... future.pdf
Key Highlights
• In response to continuing market pressure, Greenyard announced today its Transformation Plan to shape the future Greenyard.
• The comprehensive and impactful Transformation Plan consists of immediate, short and longer term actions, both at group and divisional level. It enables Greenyard to accelerate the shift of its organisation to a partnership model (with Greenyard as vertically integrated partner for the retailers). Greenyard is making good progress in taking these partnerships to the next level and expects to announce further details in the coming months.
• A revitalisation of volumes and margins, a footprint rationalisation, improved cost management and operational excellence are the cornerstones of the Transformation Plan. The various initiatives will allow Greenyard to structurally benefit from its economies of scale derived from its pan-European footprint to strengthen its logistics, supply chain, with a focus on control over indirect spend, its core activities and an adapted organisation.
• The Transformation Plan is expected to deliver a REBITDA improvement of EUR 20m for AY 2019/2020 and EUR 44m of cumulative REBITDA improvement for AY 2020/2021, Greenyard expects to achieve REBITDA of over EUR 100m in AY 2020/2021, among others thanks to the Transformation Plan.
• As a result of the Transformation Plan, 422 jobs might potentially be impacted in 2019 over different countries, but primarily in Fresh in the United Kingdom and Germany, subject to the applicable information and consultation procedures. Greenyard will do its utmost best to give the affected employees the appropriate support.
• In addition to the above, Greenyard is expecting to yield cash proceeds in a range of EUR 50 to 75m from further divestments of non-core assets over the different segments with limited REBITDA loss. Greenyard will execute these divestments in a timely and diligent manner and has already initiated the first divestment projects.
• Greenyard is also exploring the option of a strategic divestment of its Prepared division with a view to a further deleveraging.
• The company has been working hard on its Transformation Plan and its different measures, which was recently shared with and positively welcomed by its relationship banks.
• In addition, Greenyard is in the midst of structuring towards a more solid balance sheet. The comprehensive solution includes an improved REBITDA, cash proceeds from further divestments and further funding options, such as equity, to deleverage to a desired level below 3.0x over the next three years.
• Lazard has been appointed as financial advisor to assist in finding an agreement with a cornerstone investor in connection with the raising of additional capital.
Greenyard will inform the market of the progress made in due course.
• Greenyard is confident that its transformation will result in an improved commercial, operational and financial strength. Greenyard will evidently focus on its stringent execution in close collaboration between local and central management under the leadership of both co-CEOs. In this respect, both co-CEOs Hein Deprez and Marc Zwaaneveld are committed for the long term to execute Greenyard’s recovery.
• Greenyard will host an investor call to further explain the Transformation Plan and its cornerstone elements. Such open investor call will be hosted at 11.30 pm CET. Persons interested to dial-in can do so by using the following link: Greenyard Transformation Plan Conference Call or telephone number: +32 2 342 07 47 (toll number) + 32 800 11 960 (toll-free number). Passcode 73345488#
72% aandelen, 18% obligaties, 10% cash
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contextbinder
- Hero Member
- Berichten: 783
- Lid geworden op: 27 dec 2013
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Re: Greenyard Foods
Gebrek aan ambitie kan je Greenyard niet verwijten