Axel Styrman's questions to CMB.TECH (CMBT) leadership • Q2 2025
Question
Axel Styrman of Kepler Cheuvreux asked if the projected growth in iron ore volumes from Africa in 2026-2027 is expected to replace existing volumes from other regions. He also inquired if the company would consider share buybacks, given the stock's trading discount to its net asset value.
Answer
CEO Alexander Saverys explained that the new iron ore volumes would likely be additive to the market if conditions are supportive, but could replace other volumes if the market is weak, with the iron ore price being a key determinant. CFO Ludovic Saverys stated that while share buybacks are a tool, the current focus is on post-merger integration and allowing the market to recognize the company's value, though buybacks remain a possibility.