Thursday, June 09, 2022

MKB Nedsense notes 2021

MKB stands for Midden en Klein Bedrijf (Small and Medium sized Enterprise or SME).

Ownership of GNS Brinkman and Axess Lifts plus Almunda (was Novisource) shares. Almunda share price increase was the driver of a EUR 0,1m "profit". 

Almunda and Nedsense part of Peter Paul de Vries Value8 network of listed companies. 

EUR 9 million book value / 101 million shares = 9 cents book value per share. Stock is trading at EUR 0,15. Not for the Graham Defensive Investor. 
 
Peter Paul de Vries / Value8 company.

Previous notes:

September 12th 2017:

Losing money, no activity.

Book value: 800 000 Euros

Market cap: 30 000 000 shares x 0,15 Euros = 4 500 000 Euros.

Seems expensive here. It is selling at 5,6 times what it is "worth". Share price: EUR 0,15



October 20, 2018

last year after Septmber price shot up to 0,30 Euros per share from 0,15 = a good time to sell

Now not "Nedsense" but "MKB Nedsense".

Book value : EUR 1,3m

Debt: EUR 9m (at 1/2 year, one company has been sold to pay down debt).

Marketcap 34 000 000 shares x 0,18 price per share today = EUR 6m

Still seems expensive 6m book /1,3 market cap = 4,6x book & no profits. Share price: EUR 0,18

June 2020 today: Share price EUR 0,14

The figures for 2019 have not been audited. (A 2 year accounting period Jan 2018 - Dec 2020).

Book value EUR 6,7m

Market cap: 88 000 000 shares x 0,14 = EUR 12,3m

Earnings per share 2019 0,01  "PE of 14?" 

No debt. Debt has been converted to equity, hence the increase in shares. 

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