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035 Altri Production Costs Overview - European Stocks - Portuguese Stock Picks
Manage episode 304556262 series 2927024
Written Post: http://stockpickinginsights.com/altri-production-costs-overview
0:00 Intro
0:17 Summary
3:30 Altri production costs
7:54 Summing it up
9:05 Action points
Summary
- Altri produces mainly BHKP, most of which BEKP;
- Altri’s operational costs are ~500€/ton;
- Its operational efficiency gains are getting more and more limited.
Action points
- Is the product that my companies make a commodity?
- What’s the production cost of the commodity producers in my portfolio?
- Are gains from operational efficiencies being exhausted, slowing/eliminating future gains?
Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1
Website: http://stockpickinginsights.com/
Facebook: https://fb.com/stockpickinginsights
Twitter: https://twitter.com/stockpinsights
Instagram: https://www.instagram.com/stockpickinginsights
#podcast #stockpicking #stocks #business #investingtips #investingstrategy #investing #fundamentalanalysis #stockmarket #stocks #stockmarkettips #stockinvesting #pod #podcasts #businesspodcast #investingpodcast #youtube #spotify #conservativeinvesting #fintwit #stockpicks
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 episoder
035 Altri Production Costs Overview - European Stocks - Portuguese Stock Picks
Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
Manage episode 304556262 series 2927024
Written Post: http://stockpickinginsights.com/altri-production-costs-overview
0:00 Intro
0:17 Summary
3:30 Altri production costs
7:54 Summing it up
9:05 Action points
Summary
- Altri produces mainly BHKP, most of which BEKP;
- Altri’s operational costs are ~500€/ton;
- Its operational efficiency gains are getting more and more limited.
Action points
- Is the product that my companies make a commodity?
- What’s the production cost of the commodity producers in my portfolio?
- Are gains from operational efficiencies being exhausted, slowing/eliminating future gains?
Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1
Website: http://stockpickinginsights.com/
Facebook: https://fb.com/stockpickinginsights
Twitter: https://twitter.com/stockpinsights
Instagram: https://www.instagram.com/stockpickinginsights
#podcast #stockpicking #stocks #business #investingtips #investingstrategy #investing #fundamentalanalysis #stockmarket #stocks #stockmarkettips #stockinvesting #pod #podcasts #businesspodcast #investingpodcast #youtube #spotify #conservativeinvesting #fintwit #stockpicks
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 episoder
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