Gerard Perrier has lost contracts in the Energy Division in recent years, as EDF has brought in-house some of the activities it previously outsourced to GP. There is hope that EDF will return to a generally slightly higher volume of contracts in 2027 and 2028, but this is by no means certain. In my view, the cash position shown on the balance sheet is not freely available either, as major clients in system-critical sectors only award contracts if the contractor is financially sound. Furthermore, GP is relatively weak when it comes to communicating with the capital market regarding investor updates.
Thanks for the input On EDF - this makes a lot of sense. I agree..
GP is not very transparent when there is problems I totally agree. I am not aware of any communication relating to The outsourcing issue with EDF that you have put forward. The latest miss on Aero is another example
Gerard Perrier has lost contracts in the Energy Division in recent years, as EDF has brought in-house some of the activities it previously outsourced to GP. There is hope that EDF will return to a generally slightly higher volume of contracts in 2027 and 2028, but this is by no means certain. In my view, the cash position shown on the balance sheet is not freely available either, as major clients in system-critical sectors only award contracts if the contractor is financially sound. Furthermore, GP is relatively weak when it comes to communicating with the capital market regarding investor updates.
Thanks for the input On EDF - this makes a lot of sense. I agree..
GP is not very transparent when there is problems I totally agree. I am not aware of any communication relating to The outsourcing issue with EDF that you have put forward. The latest miss on Aero is another example