Trade Alert – Buying Sentia (SNTIA.OL) at NOK 57.19
A High-Yield Play on Nordic Infrastructure and Public Sector Stability
Following recent cash inflows of NOK 57,447 in dividends and a realised gain of NOK 53,877 from the Pexip sale, we’re putting some of that capital to work in the Gullinbursti Dividend Portfolio.
We’re initiating a position in Sentia at NOK 57.19.
At this entry point, we estimate a dividend yield of ~7%, which looks attractive compared to listed peers like Veidekke (VEI.OL) and AF Gruppen (AFG.OL).
Why we're buying:
Strong backlog of NOK 16.1 billion, with a large share to be realised in 2025.
~80% of revenue from repeat customers – a clear sign of quality and trust.
68% of 2024 revenue from the public sector – lower cyclicality, longer project horizons.
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