Swedish Stirling: Protracted negotiations shades short term outlook – while long term case remains strong - Emergers
Detta är en aktieanalys producerad av tredje part och reflekterar därför nödvändigtvis ej våra åsikter och värderingar
Strengthened by the support of renowned names in the upcoming green preference share issue Swedish Stirling now stands ready to deliver to a ferrochrome industry that is in dire need of new technology to readjust into carbon neutrality. While short term outlook takes a hit from stalled site negotiations with one of the two South African ferrochrome giants, our combined DCF and multiple approach now supports a fair value of SEK 15-22 (18-26) per share in 18-24 months, with potential triggers remaining which can drive a revaluation of the share.