First tranche of $ALSTI (-0,34%) . Has been on my watchlist for a long time and now I've bought it. Another 2-3 tranches are planned.
Here are a few reasons why I see long-term potential:
- Strong growth in sales and profit
- Active in future markets (energy, battery storage, security) and fundamental basis in the bulk goods sector
- Profiteer of the energy transition
- Scalable business model (strongly increasing margins with growing sales)
- High proportion of recurring demand from industrial security solutions
- Niche market with little direct competition (explosion protection + BESS)
Have a nice evening
John