Pioneer

I have been an ABN investor since Corona. To start with , being a banker I can affirm you that this is a terrible balance sheet. Very bad liability management and should have been communicated prior i...

I did not say this is a bad bank . I agree that the asset base of the bank is solid but it is not diversified. I am in ABN since it is 6-7 and it is my biggest investment however recovery P/B to 1 is...

Hennie, your calculation misses the point that the same amount of shares will be bought from Dutch government. So everyday with the weighted average price of the shares 56/44 number of shares will b...

Share buy back starts tomorrow. The reaction today has little to do with the amount of buyback but the CET1 and pessimistic prrsentation by the management. Shorts made a good day with no reaction and ...

Abn Amro has a very low correlation with SX7E.The main reasons are value hedging short Abn vs long wxy bank. On top a lot of shorters as well. Apparently the bank has been a dream bank for shorters ...

First of all, all the banks have been outperforming since April. Rising prices of everything you can think of has doubled the transaction volumes and borrowing needs. Lets not forget, ABN has not quit...

Ofcourse all this is thanks to ABN management who absurtly put pillar 15% target to start buy backswhich is a punishment to all shareholders when you are trading at 30% to book value...

Sorry, I can understand dutch but writing is much harder.I do have a large position in ABN and I have had a diversified one until recently where I am almost all in ABN.Last thing first, ABN is...