Ansgar John / Sinaas

DPA Groep N.V. 2022
Esperite: 2018 Stem Cell Bank losing money, selling shares. Price recently fell from 3 to 0,25
oktober 2019 falliet, koers: 0,046 geen handel.

FNG 2019 Failliet 2022 https://fngnv.com/17-02-2022-fng-nv-vraagt-faillissement-aan/
Gemalto Thales offer 2018

GeoJunxion formerly AND 2023 EUR 1,1 distribution

GrandVision 2019 EUR 28 offer DELISTED on 10/01/2022
Groothandelsgebouwen N.V. bought for EUR 56,92

Hunter Douglas 2021 bought for EUR 175

Intertrust 2021 taken private at EUR 20,-

ICT Group NV 2021 EUR 14,50 private

JDE PEET'S Jacobs Douwe Egberts 2025 offer EUR 31,85

Kardan 2019 June 2020: https://www.iex.nl/Nieuws/ANP-240620-111/Kardan-geeft-beursnotering-in-Amsterdam-op.aspx

KAS BANK 2019

Kiadis Pharma taken private in 2020

Klepierre cheap at €20? 2019 French

K. VolkerWessels 2019 taken private (again) in 2020

K. Wessanen 2019 buy out

Lucas Bols 2022 2023 Nolet buyout EUR 18 at Graham Value

Neways bought by Infestos

NIBC bought by Blackstone in 2020

Oranjewoud 2018 EUR 6 2022 https://www.tubantia.nl/enschede/sanderink-is-gesteggel-met-toezichthouder-afm-beu-en-haalt-oranjewoud-van-de-beurs~a1cadfeb/

Ordina 2022 bought at 42% premium

RoodMicrotec 2021

SnowWorld 2023 private at EUR 10,50
Yatra Capital 2020

Other countries:

Alibaba 2023
Starbucks

Thoughts on share prices: Peter Lynch and Nick Kraakman https://www.valuespreadsheet.com/blog/dangerous-sayings-about-stock-prices

Simple math: 15 (multiple) x $6.15 Earnings per Share = $ 92 per share "intrinsic value"

Mr. Market price $ 74 "margin of safety" 20%

It seems that the stock is down, partly because the stock is down...

Zoetis (ZTS) stock has experienced a significant downturn recently, primarily driven by a disappointing second-quarter 2026 earnings report and a sharp reduction in the company's full-year outlook.

Here is a breakdown of the key factors weighing on the stock:

Slashed 2026 Guidance: While Zoetis beat its Q2 adjusted earnings per share (EPS) estimates, it missed revenue expectations and drastically cut its full-year 2026 guidance. The company lowered its expected EPS to $6.15–$6.25 (down from prior estimates) and reduced its revenue outlook, signaling negative organic operational growth.
Softer Pet-Care Demand: CEO Kristin Peck highlighted a pressured U.S. companion-animal market. The company is seeing a decline in veterinary clinic visits and increased price sensitivity among pet owners, which has reduced demand across parts of its portfolio.
Intensifying Competition: Zoetis is facing heavier competition, particularly in its highly profitable dermatology (Apoquel and Cytopoint) and parasiticide franchises. The entry of generic alternatives for some of its blockbuster drugs has further pressured sales in the companion-animal segment.
Wave of Analyst Downgrades: The combination of weak guidance and market headwinds triggered a series of price-target reductions and downgrades from major financial institutions, including William Blair, JPMorgan, and UBS, which further accelerated the stock's slide.
C-Suite Transition: Alongside the Q2 earnings, Zoetis announced a major leadership reshuffle, appointing Jay Saccaro as the new Executive Vice President, Chief Financial Officer, and Chief Operating Officer. While meant to consolidate oversight, executive transitions can sometimes introduce short-term uncertainty for investors.

Although the company's livestock segment has shown strength, it has not been enough to offset the broader concerns surrounding its core companion-animal business.

Ansgar John / Sinaas

Monday, April 13, 2099

Valuation of all stocks listed in Holland AEX All Share AAX: Benjamin Graham Defensive Investor method

Thursday, August 13, 2026

Zoetis stock