Nu är det Cloettas tur att presentera sin rapport för det gångna året. Den släpptes idag kl 08:00 och som ni vet är det i årsrapporten som bolagen går ut med utdelningsförslaget till allmänheten.
Cloetta har nu föreslagit att lämna utdelningen oförändrad på 0,75 kr/aktie. Det är givetvis trist med en oförändrad utdelning, speciellt i och med att utdelningstillväxten var hela 50% förra gången. Nu förstår väl jag liksom du att det är mycket lättare för ett bolag att höja utdelningen rent procentuellt ju mindre utdelningen är.
Däremot lämnar Cloetta besked om en extra utdelning. Förslaget är att denna ska landa på 0,75 kr/aktie, alltså samma som den ordinarie utdelningen.
Innebär det att bolaget dubblar utdelningen?
För mig har alltid den extra utdelningen som bolagen ibland väljer att ge ut varit sekundär. Det primära har varit den ordinarie utdelningen och det är denna som jag vill se växa över tid, år efter år efter år.
Nu vill jag tillägga att jag inte investerade i Cloetta som ett utdelningsbolag från första början. Det fanns just ingen historik och direktavkastningen var låg. Samtidigt har det varit lite roligt och spännande att se hur Cloetta utvecklar sin utdelning genom åren.
Jag vet inte riktigt hur jag ska tolka detta, men min första reaktion var besvikelse. Jag hade gärna sett en utdelningshöjning på 0,5 kr och en extra utdelning på 0,25 kr (0,75 totalt), men jag vet att man inte kan vrida och vända på detta.
Vad händer om Cloetta nästa år höjer utdelningen till 1 kr? Kommer investerare bli besvikna då för att utdelningen (tillsammans med extrautdelning) var högre det här året?
Ni får mer än gärna lämna ert tycke och tänkande kring detta
Tjena KTM, Jag föredrar i ett sådant här fall att den extra utdelningen är lite mindre och att ordinarie utdelning höjs. Kanske tänker inte bolaget en tanke kring detta men vissa investerare gör det och kan se det som ett svaghetstecken. Jag tycker det sänder en osäker signal om framtiden, att de inte höjer ordinarie utdelning. De ger sig själva en lättare ställning nästa gång utdelningen eventuellt skall höjas. Nä, de borde åtminstone gjort 0,8 ordinarie och 0,7 extra. Nu befarar man ju att det skall gå så knackigt att de inte har råd att höja utdelningen nästa vår. Mvh… Läs mer »
Grymt kul att du kunde kommentera på detta Petrusko 🙂
Det är lite så jag tänkte. Fick dock svar från Jacob Broberg på Cloetta som svarade enligt följande:
”Fast vi har en policy som säger att vi ska dela ut 40-60 procent av resultatet (nu delar vi ut 54%) och eftersom resultatet minskat under året är det svårt att höja ordinarie utdelning.”
Det tycker jag ändå lät sunt och måste ändå lämna ett gott ord till Cloetta som kommunicerar ut det här till marknaden.
Tack för din kommentar!
Pengar in är pengar in oavsett om man kallar utdelningen ordinarie eller extra. Men jag vill se en stadigt stigande graf för de ordinarie utdelningarna för att göra en investering. Jag hade Cloetta i portföljen tidigare och trodde de skulle kunna erbjuda detta men.. nja. Det har varit stökiga löpsedlar och nu detta. Köper i och med det varken godis i butik eller i aktiehandeln.
Visst är det så, men på något sätt ser jag fortfarande den ordinarie utdelningen som viktig, trots att den extra utdelningen säkert lockar många. Rapporten var ju riktigt fin i övrigt och aktien är upp nästan 8%. Har bestämt mig för att inte sälja styrkor och säljer därför inte Cloetta.
Jag och sambo ktm beställde nyligen ett gäng Cloetta julkalendrar med julskum i från Matsmart. 5 kr styck 😀
Klokt! Jag ser också extra utdelning mest som en trevlig bonus men räknar aldrig med den. Hade alla dagar i veckan föredragit en permanent höjd utdelning till 1 krona per aktie underbyggd av tillväxt och höjd VPA före en extrautdelning som må vara hög i år. Har ett litet innehav från när aktien dumpades efter branden men tycker fortfarande att Cloetta är rätt dyr – stora tillväxtförväntningar som inte nödvändigtvis kommer infrias år efter år på längre sikt.
Tycker oftast att det känns tryggare med aktier
som folk inte vurmar om hela tiden även om man
så klart inte vill att dom ska gå dåligt heller.
Behåller mina Cloetta ett par rapporter till för
och se hur det ser ut efter att dom integrerat
CandyKing fullt ut och branden hade ju en viss
inverkan den också även om den var ganska marginell.
Folk kommer ju inte sluta med och äta godis så
även om tillväxten nu skulle bli sämre än väntat
så tror jag ändå att omsättningen/vinsten kommer
och hålla sig stabil.
Precis, folk kommer inte sluta äta godis men förhoppningsvis är det Cloetta som folk fortsätter välja. Det är otroligt viktigt att vara konkurrenskraftig men Cloettas stora utbud gör att det finns något för alla. En hel del klassiker som fortfarande säljer som smör blandat med en del fina nykomlingar.
The new Zune browser is surprisingly good, but not as good as the iPod’s. It works well, but isn’t as fast as Safari, and has a clunkier interface. If you occasionally plan on using the web browser that’s not an issue, but if you’re planning to browse the web alot from your PMP then the iPod’s larger screen and better browser may be important.
Apple now has Rhapsody as an app, which is a great start, but it is currently hampered by the inability to store locally on your iPod, and has a dismal 64kbps bit rate. If this changes, then it will somewhat negate this advantage for the Zune, but the 10 songs per month will still be a big plus in Zune Pass’ favor.
Sorry for the huge review, but I’m really loving the new Zune, and hope this, as well as the excellent reviews some other people have written, will help you decide if it’s the right choice for you.
Hands down, Apple’s app store wins by a mile. It’s a huge selection of all sorts of apps vs a rather sad selection of a handful for Zune. Microsoft has plans, especially in the realm of games, but I’m not sure I’d want to bet on the future if this aspect is important to you. The iPod is a much better choice in that case.
This is getting a bit more subjective, but I much prefer the Zune Marketplace. The interface is colorful, has more flair, and some cool features like ’Mixview’ that let you quickly see related albums, songs, or other users related to what you’re listening to. Clicking on one of those will center on that item, and another set of ”neighbors” will come into view, allowing you to navigate around exploring by similar artists, songs, or users. Speaking of users, the Zune ”Social” is also great fun, letting you find others with shared tastes and becoming friends with them. You then can… Läs mer »
I’ll gear this review to 2 types of people: current Zune owners who are considering an upgrade, and people trying to decide between a Zune and an iPod. (There are other players worth considering out there, like the Sony Walkman X, but I hope this gives you enough info to make an informed decision of the Zune vs players other than the iPod line as well.)
The new Zune browser is surprisingly good, but not as good as the iPod’s. It works well, but isn’t as fast as Safari, and has a clunkier interface. If you occasionally plan on using the web browser that’s not an issue, but if you’re planning to browse the web alot from your PMP then the iPod’s larger screen and better browser may be important.
Apple now has Rhapsody as an app, which is a great start, but it is currently hampered by the inability to store locally on your iPod, and has a dismal 64kbps bit rate. If this changes, then it will somewhat negate this advantage for the Zune, but the 10 songs per month will still be a big plus in Zune Pass’ favor.
Sorry for the huge review, but I’m really loving the new Zune, and hope this, as well as the excellent reviews some other people have written, will help you decide if it’s the right choice for you.
The Zune concentrates on being a Portable Media Player. Not a web browser. Not a game machine. Maybe in the future it’ll do even better in those areas, but for now it’s a fantastic way to organize and listen to your music and videos, and is without peer in that regard. The iPod’s strengths are its web browsing and apps. If those sound more compelling, perhaps it is your best choice.
I’ll gear this review to 2 types of people: current Zune owners who are considering an upgrade, and people trying to decide between a Zune and an iPod. (There are other players worth considering out there, like the Sony Walkman X, but I hope this gives you enough info to make an informed decision of the Zune vs players other than the iPod line as well.)
Between me and my husband we’ve owned more MP3 players over the years than I can count, including Sansas, iRivers, iPods (classic & touch), the Ibiza Rhapsody, etc. But, the last few years I’ve settled down to one line of players. Why? Because I was happy to discover how well-designed and fun to use the underappreciated (and widely mocked) Zunes are.
If you’re still on the fence: grab your favorite earphones, head down to a Best Buy and ask to plug them into a Zune then an iPod and see which one sounds better to you, and which interface makes you smile more. Then you’ll know which is right for you.
Apple now has Rhapsody as an app, which is a great start, but it is currently hampered by the inability to store locally on your iPod, and has a dismal 64kbps bit rate. If this changes, then it will somewhat negate this advantage for the Zune, but the 10 songs per month will still be a big plus in Zune Pass’ favor.
This is getting a bit more subjective, but I much prefer the Zune Marketplace. The interface is colorful, has more flair, and some cool features like ’Mixview’ that let you quickly see related albums, songs, or other users related to what you’re listening to. Clicking on one of those will center on that item, and another set of ”neighbors” will come into view, allowing you to navigate around exploring by similar artists, songs, or users. Speaking of users, the Zune ”Social” is also great fun, letting you find others with shared tastes and becoming friends with them. You then can… Läs mer »
If you’re still on the fence: grab your favorite earphones, head down to a Best Buy and ask to plug them into a Zune then an iPod and see which one sounds better to you, and which interface makes you smile more. Then you’ll know which is right for you.
This is getting a bit more subjective, but I much prefer the Zune Marketplace. The interface is colorful, has more flair, and some cool features like ’Mixview’ that let you quickly see related albums, songs, or other users related to what you’re listening to. Clicking on one of those will center on that item, and another set of ”neighbors” will come into view, allowing you to navigate around exploring by similar artists, songs, or users. Speaking of users, the Zune ”Social” is also great fun, letting you find others with shared tastes and becoming friends with them. You then can… Läs mer »
Sorry for the huge review, but I’m really loving the new Zune, and hope this, as well as the excellent reviews some other people have written, will help you decide if it’s the right choice for you.
Zune and iPod: Most people compare the Zune to the Touch, but after seeing how slim and surprisingly small and light it is, I consider it to be a rather unique hybrid that combines qualities of both the Touch and the Nano. It’s very colorful and lovely OLED screen is slightly smaller than the touch screen, but the player itself feels quite a bit smaller and lighter. It weighs about 2/3 as much, and is noticeably smaller in width and height, while being just a hair thicker.
The Zune concentrates on being a Portable Media Player. Not a web browser. Not a game machine. Maybe in the future it’ll do even better in those areas, but for now it’s a fantastic way to organize and listen to your music and videos, and is without peer in that regard. The iPod’s strengths are its web browsing and apps. If those sound more compelling, perhaps it is your best choice.
Hands down, Apple’s app store wins by a mile. It’s a huge selection of all sorts of apps vs a rather sad selection of a handful for Zune. Microsoft has plans, especially in the realm of games, but I’m not sure I’d want to bet on the future if this aspect is important to you. The iPod is a much better choice in that case.
This is getting a bit more subjective, but I much prefer the Zune Marketplace. The interface is colorful, has more flair, and some cool features like ’Mixview’ that let you quickly see related albums, songs, or other users related to what you’re listening to. Clicking on one of those will center on that item, and another set of ”neighbors” will come into view, allowing you to navigate around exploring by similar artists, songs, or users. Speaking of users, the Zune ”Social” is also great fun, letting you find others with shared tastes and becoming friends with them. You then can… Läs mer »
Zune and iPod: Most people compare the Zune to the Touch, but after seeing how slim and surprisingly small and light it is, I consider it to be a rather unique hybrid that combines qualities of both the Touch and the Nano. It’s very colorful and lovely OLED screen is slightly smaller than the touch screen, but the player itself feels quite a bit smaller and lighter. It weighs about 2/3 as much, and is noticeably smaller in width and height, while being just a hair thicker.
The new Zune browser is surprisingly good, but not as good as the iPod’s. It works well, but isn’t as fast as Safari, and has a clunkier interface. If you occasionally plan on using the web browser that’s not an issue, but if you’re planning to browse the web alot from your PMP then the iPod’s larger screen and better browser may be important.
Apple now has Rhapsody as an app, which is a great start, but it is currently hampered by the inability to store locally on your iPod, and has a dismal 64kbps bit rate. If this changes, then it will somewhat negate this advantage for the Zune, but the 10 songs per month will still be a big plus in Zune Pass’ favor.
What’s up to every one, the contents present at this web
page are genuinely amazing for people experience, well, keep up the good work
fellows.
These are in fact impressive ideas in regarding blogging.
You have touched some good things here. Any way keep up wrinting.
If you’re still on the fence: grab your favorite earphones, head down to a Best Buy and ask to plug them into a Zune then an iPod and see which one sounds better to you, and which interface makes you smile more. Then you’ll know which is right for you.