contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


boreo-plc-managers-transactions-jesse-petaja-1

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Boreo creates value by owning, acquiring and developing small and medium-sized companies in the long-term. Boreo's business operations are organized into two business areas: Electronics and Technical Trade. Boreo's primary objective is sustainable long-term profit generation. The business model is based on the acquisition and ownership of entrepreneurial companies. The profits generated are re-invested back to operations or to acquisitions with attractive expected returns on capital.

Now also positive figures from the construction sector. https://forum.inderes.com/t/porssien-suunta-osa-3/42502/5761?u=karhu_hylje The business cycle situation is rapidly improving in Boreo’s operations. It’s a shame that the change in management now adds a bit of uncertainty. Boreo, by the way, has now discontinued SEB’s coverage. The reason is probably that they previously took on Redeye’s coverage as new.

Industrial turnover indicators are now developing positively month after month. Although the entire industry is a broad entity, I have thought that this also describes the business cycle of Boreo’s companies (Pronius, J-matic, Filtteri, Machinery MT, Milcon, etc.) to some extent. Construction is then its own kettle of fish, but even there, things are hardly going down anymore.

I would consider it likely, based on the timing, that the change of CFO is related to the change of the company’s CEO and the expectations possibly associated with it within the company. -No changes have been announced in the strategy, so it can’t really be related to anything else. People are ambitious regarding internal appointments, and if their own expectations and the company’s needs don’t align, then changes occur. Normal.

I have somewhat similar feelings. I met Nerg and Petäjä in the fall and got a really good impression of them based on our discussions! Since I haven’t met the new management yet, it’s difficult to assess them based on anything other than their CVs, which look good on paper. In this type of business, leadership plays a big role, and a change creates a point of discontinuity. I believe that the strategy will still remain the same, as will the principles of capital allocation, which will nevertheless provide guidelines for the new management and should bring continuity.

Could @Olli_Vilppo (or company representatives can also comment) estimate what kind of discontinuity the departures of CEO Nergin and CFO Petäjä will create? I assume that the business area directors are well aware of the current companies’ situations and there is no inherent uncertainty related to their operational activities, but one would think that the changes would have significance, at least concerning the M&A pipeline? Jesse Petäjä was also, at least previously, the director responsible for Boreo’s acquisitions. What kind of team does Boreo currently have and are there enough competent people remaining in the company in addition to those leaving? I have been eagerly anticipating Boreo’s next couple of years in an improving economic climate, but now these management team changes have made me a bit uncertain.

Greetings! Richard Karlsson has not sold his shares, but rather transferred them from one bank to another. For some reason, the transfer has been registered in the system as a sale. We are currently investigating the cause of this technical issue. EDIT: The technical issue has now been resolved, as have the details of Richard’s share ownership.

I also noted that yesterday and sent a message to the company asking what it was about. That amount is so large that it corresponds to well over half of Boreo’s entire monthly turnover. I will let you know here if I get any answers.

Boreo

Boreo Plc – Managers’ transactions – Jesse Petäjä Boreo Plc Managers’ Transactions 17 August 2023 at 17:00 EET ____________________________________________ Person subject to the notification...

Boreo Plc – Managers’ transactions – Jesse Petäjä Boreo Plc&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Managers’ Transactions&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;17 August 2023 at 17:00 EET ____________________________________________ Person subject to the notification requirement Name: Jesse Petäjä Position: Other senior manager &nbsp;Issuer: Boreo Oyj LEI: 743700OD4QRWKZ4ODC98 Notification type: INITIAL NOTIFICATION Reference number: 36714/4/8 ____________________________________________ Transaction date: 2023-08-14 Venue: NASDAQ HELSINKI LTD (XHEL) Instrument type: SHARE ISIN: FI0009900724 Nature of transaction: ACQUISITION Transaction details (1): Volume: 43 Unit price: 35 EUR (2): Volume: 59 Unit price: 35 EUR (3): Volume: 14 Unit price: 35 EUR (4): Volume: 25 Unit price: 35 EUR Aggregated transactions (4): Volume: 141 Volume weighted average price: 35 EUR ____________________________________________ Transaction date: 2023-08-15 Venue: NASDAQ HELSINKI LTD (XHEL) Instrument type: SHARE ISIN: FI0009900724 Nature of transaction: ACQUISITION Transaction details (1): Volume: 33 Unit price: 35 EUR (2): Volume: 150 Unit price: 35 EUR (3): Volume: 33 Unit price: 35 EUR (4): Volume: 28 Unit price: 35 EUR (5): Volume: 1 Unit price: 35 EUR Aggregated transactions (5): Volume: 245 Volume weighted average price: 35 EUR Further information: Aku Rumpunen CFO mobile +358 40 556 3546 Distribution: NASDAQ Helsinki Ltd Principal media <a href="https://www.globenewswire.com/Tracker?data=lAVxJ16QmoMhn1suoVTE_-IAF-VwAR3JME3Fyx1sQ8zbud_ocSNLxMPI-Y2GtJGG6vDvVLBDOqU7n6NQtuFvRg==">www.boreo.com</a> Boreo in brief: Boreo is a company listed on Nasdaq Helsinki that creates value by owning, acquiring and developing small and medium-sized companies in the long-term. Boreo's business operations are organized into three business areas: Electronics, Technical Trade and Heavy Machines. Boreo's primary objective is sustainable long-term profit generation. This is achieved with a business model that is based on the acquisition and ownership of great entrepreneurial companies with ability to generate sustainable long-term earnings growth and strong cash flows. The profits generated by the portfolio of companies are re-invested back to operations or to acquisitions with attractive expected returns on capital. The decentralized operating structure promoting culture of ownership and release of entrepreneurial energy is a core pillar of the firm’s business concept and sustainable earnings growth is ensured through the support and coaching of companies and the personnel. The Group's net sales in 2022 were EUR 160 million and it employs over 300 people in seven countries. The company’s headquarter is in Vantaa. <img src="https://www.globenewswire.com/newsroom/ti?nf=MTAwMDgzNTA0OCM0MDE1OTYyMDQjMjA5NDc2Nw=="> <img src="https://ml-eu.globenewswire.com/media/NzZkOWMxNDItMDZmNS00N2FhLTk2NmYtNTYwODFiZWFiNDY1LTExMDYzMzg=/tiny/Boreo-Oyj.png">