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Posted by
Two Blokes Jun 17 -
Filed in
Stock
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10 views
Neste's recent underperformance is due to macro-driven margin pressure, not operational issues; volume growth and efficiency gains remain strong. EU mandates for sustainable aviation fuel and commercial partnerships, such as with DHL, support long-term demand and earnings recovery potential. The valuation is compelling: shares trade well below historical norms, with the potential to double by 2027-2028 as margins recover and EPS rebounds.