News for TFF Group (TFF.PA)

Italmobiliare Italmobiliare published preliminary numbers already some days ago. The first reaction of the market was not so kind: To be honest, I do not fully understand why the reaction was so negative. NAV development has been quite solid including the dividend as this chart shows: One reason for disappointment was maybe the relatively weak…

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The Dynasty Trust NAV increased by 7.7% during the Q4 of 2024 marked by an increase of investor optimism surrounding the election of the 47th US President. Click here to read more.

Following an annual tradition since 2013, by the end of the year, I review my portfolio by writing/updating very short summaries for each individual position.  17 of the 23 positions from last year are still in the portfolio and I have added 6 new positions. That turnover has been mostly driven by reviews (Admiral, ABO…

The Dynasty Trust NAV increased by 6.25% during a volatile quarter; variable currency moves by the A$ reduced NAV by 0.87% and were notably strong in Sep. Click here to read more.

TFF Group shares target cut by Berenberg, retains Buy rating

TFF Group posted sales of €369.5 million for the first nine months of its 2023-24 financial year, up 11.8% on the previous year.The Group continued to grow in the third quarter , 'at a slower pace...

Dynasty Trust benefited from diverse individual stock positions during the quarter. Click here to read the full fund letter.

TFF Group has reported a 5.2% increase in net income for the first half of 2023-24, to 40.8 million euros, with an operating margin up nearly a point to 20%.At nearly 264.3 million euros, the barrel...

Following an annual tradition, by the end of the year, I review my portfolio by writing/updating very short summaries for each individual position.  16 of the 23 positions from last year are still in the portfolio and I have added 7 new positions. That turnover has been partially driven by exits/take-overs (Schaffner, Logistec) and by…

I had mentioned it several times in the past: I don’t think it makes sense to do quarterly updates on portfolio companies, as some of my holdings don’t even report quarterly and it would take away a lot of time. It is also weirdly fascinating to watch how many investors seem to see quarterly earnings…

Following an annual tradition, I’ll try to review my current portfolio at least once a year by writing short summaries for each individual position.  14 of the 28 positions from last year are still in the portfolio and I have added 9 new positions. That tunover has been mainly driven by the events in 2022,…

Background: Readers of my blog know that I am not a big fan of doing