mt04 Posted January 21, 2023 Share Posted January 21, 2023 What companies from the countries mentioned above do you consider as interesting (preferably sub 100m MC)? Link to comment Share on other sites More sharing options...
formthirteen Posted January 25, 2023 Share Posted January 25, 2023 Bredband2 i Skandinavien AB (publ) (BRE2.ST) AFAIK, third largest internet cable co in Sweden, low-capex business model (negative invested capital), 460 400 happy customers, 17% revenue CAGR 2008-2018, 24% of revenue from business customers, expanding portfolio (VPN, security, datacenters), pays dividend, P/E 17 Which companies do you find interesting? Link to comment Share on other sites More sharing options...
Dinar Posted January 25, 2023 Share Posted January 25, 2023 Value and opportunity blog did a project looking at firms in that part of the world, take a look. Link to comment Share on other sites More sharing options...
mt04 Posted January 25, 2023 Author Share Posted January 25, 2023 2 hours ago, Dinar said: Value and opportunity blog did a project looking at firms in that part of the world, take a look. I think I scanned most of his posts as to that project but forgot about it...Thanks for bringing it back to my mind! Link to comment Share on other sites More sharing options...
mt04 Posted January 25, 2023 Author Share Posted January 25, 2023 6 hours ago, formthirteen said: Bredband2 i Skandinavien AB (publ) (BRE2.ST) AFAIK, third largest internet cable co in Sweden, low-capex business model (negative invested capital), 460 400 happy customers, 17% revenue CAGR 2008-2018, 24% of revenue from business customers, expanding portfolio (VPN, security, datacenters), pays dividend, P/E 17 Which companies do you find interesting? Thanks for the recommendation! Will take a look now! Have only looked at a few cos there, but I found TopRight Nordic AB (TOPR), Clemondo (CLEM), New Nordic Healthbrands (NNH) and Piippo Oyj (PIIPPO.HE; just found it interesting because of the business model: baling net wraps and baling twines). No co met my hurdle rate though so no profound research. Currently looking into Eniro (ENRO) - could be pretty cheap if they get can get more than the 60m in net income for the pref divs. Link to comment Share on other sites More sharing options...
Dinar Posted January 25, 2023 Share Posted January 25, 2023 Eniro is a melting ice cube, and has been that way since 2004 Link to comment Share on other sites More sharing options...
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