Every 15 years it snows heavily in Athens; today is one of those days and the perfect timing for Mytilineos to announce the new transformational solar panel strategy!
They said they plan to operate new RES of c1880MW in Greece (mainly solar) and another c1265MW internationally; ’ballpark’ let us assume 2400MW by end of 2023.
If management pulls this through…
Mytilineos – New Strategy: Photovoltaic Operator Take 2
February 17th, 2021Mytilineos New Strategy: Photovoltaic Operator
February 8th, 2021In conclusion, we believe the shares should stop for a breather. We maintain our target price at…
Mytilineos (DOI): Almost an OWN IT
November 2nd, 2020We revisit our model and we up our 2020E EBITDA by…
Greek Equities Update
September 28th, 2020With this note we briefly share our views on all the names we cover. We start with our OI picks, followed by Radar and DOI names. We have added several names in our Universe, most of which on a Not Rated (NR) basis.
Mytilineos General Assembly – no change to our estimates / 20% downside risk on consensus EBITDA
June 5th, 2020We still model EBITDA this year at…contact@researchgreece.com