Jumbo 2002-2012 Sales, EBITDA, Net Income, Free Cash Flow, Return on Assets, Return on Equity

The Company Jumbo is the largest toy store chain in Greece.  It manufactures (mostly imports – 70% of its stock from China) and sells toys, prams, baby/children’s clothes and other accessories.  The company has 51 stores in Greece, 3 in…

OPAP's Gross Gaming Revenue, Earnings before Interest and Taxes, Net Income, and Free Cash Flow

Last Friday, OPAP held a conference call and published management’s expectations for the coming 10 years.  For those who follow the company closely this is old news.  The rest may find it interesting. The Big Picture This graph gives you…

METKA Backlog

How Much Would You Pay for This Company? On average, it has generated €40-50m for shareholders over the past 10 years and has paid out 40% of it as a cash dividend.  Return on equity is in the high 20s. …

OPAP Net Income 2013-2030

How Much Would You Pay for This Company? Over the past ten years, it has generated roughly €500m annually for its shareholders.  This amount is matched by free cash flow (defined as net income plus depreciation less changes in working…

Mekom (MKX) Mekom engages in meat and meat products manufacture and trade.  Most of its production is exported, but it also has a solid market share in Bulgaria, where it works with the major supermarkets.  Or this was the story…

Bulgarian Public Companies by Market Capitalization

I finally started something I have been planning for a long time – going through all companies listed on the Bulgarian Stock Exchange (BSE).  So far I have only gathered summary information available on local financial websites investor.bg and infostock.bg. …

First a disappointment, FairPlay, the REIT I wrote about, posted lower-than-expected distributable income for the year – BGN 1.9m against a December forecast of 2.45m and a May forecast of 3.7m.  Being off by 50% midyear and by 25% with…

Summary financial information for Quality Products comparing the periods 2000-2004 and 2008-2012

I first read about Quality Products ($QPDC) on OTC Adventures: …a tiny company that manages enormous gross and operating margins, high returns on capital and consistent free cash flow…to repurchase shares and pay large special dividends. This got my attention. …

7 REITs in the BGREIT Index

As a continuation of my series of posts on Bulgarian real estate and REITs, I am doing a short summary of the companies in the BGREIT index.  The index is defined as: BG REIT is an index based on the…

In my post on FairPlay ($6F3:BU), I mentioned the coming special shareholders’ meeting.  It was postponed from 6th to 10th December and proceeded uneventfully.  Both resolutions passed. The company will be issuing debt of 3 million Euro.  It’s anyone’s guess…