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NAV on the rise
The INVL Technology share price increased 70% in 2024 driven by increasing profits and NAV. The end of 2024 estimated value of the portfolio companies was raised…
Challenging year priced in
Q1/25 was below estimates as idle ships burden and consumers hold back. The limited share price reaction implies a soft quarter was expected. We foresee improved operations…
Headwind 2025->Tailwind 2026
Q1/25 was challenging due to seasonality, tax driven inflation, and volatile world events. We believe the consumer will be on the backfoot this year and come back…
Bond-like dividend yield
Q4/24 sales was in line with estimates while profits were above resulting in a full-year 2024 double-digit sales and profit growth. The dividend yield is in line…
2024 was a turnaround year
Q4/24 Net profit was significantly above forecast. 2024 feels like a turnaround year confirming that 2023 was the low. A resolution in Ukraine could have a substantial…
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