Laggard turning growth stock

24 May 2024

The company featured in this report is highly cash-generative, debt-free, and has hundreds of millions of available cash sitting on its balance sheet.

It's Europe's market leader by some metrics.

With a EUR 1.5bn market cap, it's anything but a micro-cap.

Yet, it has a 3x-5x upside over the coming 3-5 years if new management gets its growth engines revved up again.

If the company's founder fails with his proxy battle to replace management, there'll probably be a bid for the company and a going-private at a price 25% above the current share price. It'd be the only logical conclusion.

This is an asymmetric opportunity, i.e. it seems to have limited downside but large upside.

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