What is the fair value of Evolution?
The rate rate will increase from 2026. That reduces the cash flows by another 10%.
Sorry don’t understand the comment, can you clarify?
Thank you for sharing your wonderful work! I am curious how did you account the 2% shares dilution in the DCF model?
Thanks for the feedback. The shares outstanding at the end of 2024 have been increased by 2%.
Why ? They are pursuing buybacks quite agressively.
You can’t net buybacks and dilution. Dilution happens regardless of buybacks. The buybacks happen from the FCF generated in the calculation which is available to shareholders.
Incredibly useful article - thank you.
Thank you for the feedback 👍
Is EVO.ST the most liquid one?
Do you buy on Stockholm directly or OTC?
Yes I buy EVO.ST directly as Stockholm is the primary exchange.
Thank you.
Dziękuję! :)
My pleasure 👍
The rate rate will increase from 2026. That reduces the cash flows by another 10%.
Sorry don’t understand the comment, can you clarify?
Thank you for sharing your wonderful work! I am curious how did you account the 2% shares dilution in the DCF model?
Thanks for the feedback. The shares outstanding at the end of 2024 have been increased by 2%.
Why ? They are pursuing buybacks quite agressively.
You can’t net buybacks and dilution. Dilution happens regardless of buybacks. The buybacks happen from the FCF generated in the calculation which is available to shareholders.
Incredibly useful article - thank you.
Thank you for the feedback 👍
Is EVO.ST the most liquid one?
Do you buy on Stockholm directly or OTC?
Yes I buy EVO.ST directly as Stockholm is the primary exchange.
Thank you.
Dziękuję! :)
My pleasure 👍