Michael Lingman, senior director at the company's commercial fleet fuel programs, believes their fuel card offerings drive more business. He notes the rise of startups in the fleet card market, differentiating through innovation. Lingman emphasizes the importance of customer service in combating fraud in the fleet card program.
Global Partners' CEO Eric Slifka is committed to enhancing the company's energy infrastructure and redefining retail experiences. The firm's recent acquisitions and forays into renewable fuels and carbon offset programs signal a strategic shift towards sustainability and diversification.
CEO Eric Slifka hints at a 'transformational year' for Global Partners in 2023 with potential expansion in Texas. He suggests an 'opportunistic' approach to potential deals where Global already has infrastructure assets.
$Global Partners(GLP.US)$My first share lot buy of GLP was during the COVID market crash, about $9 per share. I found this little known company while searching for oversold oil and gas companies particularly mid-stream. However, this is not a mid-stream company it's a 75 year-old family owned partnership that is rather unique in the oil/fuel industry. They own and operate a chain of retail gasoline stations, large commercial fuel terminals, and st...
Global Partners LP's perceived strategic acquisition could help maximize their market presence and influence in Southeastern states. No significant overlap with existing facilities may offer expansion opportunities. They could start a Gulf Coast blending operation if beneficial.
Red__Bull :
I doubt a buyout on $GLP as it's a family run business fir 75 years. Also has a great balance sheet. It's had a swift rise for 3 years and probably will continue in the long run. If you're thinking of buying, tomorrow 2/7 is the ex-date for a payout on 2/14. This also includes a 1 time extra dividend. I can't advise whether this is a good buy point or not. Good time to get a big dividend, but the recent price rise might be people chasing that dividend only to sell right after. I'm long on this stock (3yrs), so will hold either way, but just wanted to give you that info as a courtesy. As you can tell, it's lonely on this thread, lol so your comment caught my attention. Good luck and godspeed!
Red__Bull :
Me too. GLP is s bit if a hidden gem and doesn't follow the market in lockstep. I've bought lots at different strike prices over the past couple years.
Global Partners股票讨论区
新增数据:23Q4,营收萎缩0.4%,营业利润受费用降低影响增长0.6%,净利润受所得税波动影响萎缩3.8%,优先股派息后归普净利萎缩7.9%。
2023年营收萎缩12.6%,营业利润受费用增长影响萎缩36.6%,归普净利萎缩62.5%。
目前市盈率12,股息率5.9%,5年平均净利1.3亿对应市盈率为12,估值在合理区间,暂时不做调整。
5年来营收除2020年萎缩36.4%以外增长了4年,营业利润则在前4年在2亿以下波动,2022奶奶暴增至3.8亿,净利润2022年暴增至3.6亿,5年平均净利为1.3亿。2022年利息费用占营业利润的21%,之前都在40%以上,利息负担很重。净资产收益率51.8%。
2023前3季度营收萎缩16.4%,营业利润萎缩46.6%,净利润萎缩68%。
目前市盈率4.1,市盈率TTM10.5,股息率6.3%,股息较为稳定,5年平均净利对应市盈率为10.7,估值有一定折扣,可以谨慎选择 (⭐️)
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