In today’s briefing:
- EUDR Is Delayed By One More Year Amid Retraction On Amendment
- Seatrium – Overhang Remains but Huge Option Value
- Company Spotlight: Bumitama Agri
EUDR Is Delayed By One More Year Amid Retraction On Amendment
- European bodies agree to dump ‘no risk’ category of countries
- Dec 30 is deadline for endorsing delay by publishing in official journal
- ETRMA, GPSNR ask European Parliament to solve remaining issues
Seatrium – Overhang Remains but Huge Option Value
- The core business continues to perform well with a growing order backlog
- Due to the company’s historical issues it has hugely underperformed its smaller peers
- The disconnect from the oil price provides asymmetric upside once the overhang clears
Company Spotlight: Bumitama Agri
Company Spotlight: Bumitama Agri
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
