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Neste Q4’24: Renewables disappointed

Neste

Neste published its Q4’24 result last Thursday and especially Renenwable Products delivered a big disappointment. Analyst Petri Gostowski elaborates on the reasons behind this. We also discuss the Capital Markets Update, overcapacity and margin premium.

00:04 Intro
00:17 Q4 disappointment
01:39 Full potential analysis
04:13 Capital Markets Update
05:43 Overcapacity situation
07:13 Margin premium
09:33 Outlook
11:54 Valuation & recommendation

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