10Mês·

What do you think of Sanlorenzo?

Hello GQ community,

Bruno Kreidler made me aware of this share. $SL (-0,25%) share through Bruno Kreidler.

What is your opinion?

6 Comentários

Tom M.@Lumimyrsky

10Mês

definitely looks interesting. But it's not really for me

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BoldTake@BoldTake

10Mês

I am invested. I find the business with affluent customers and the large order book exciting. A P/E ratio of 12 with around 10% sales growth and a very attractive margin.

As the share is listed in Italy, I assume that the multiple will remain slightly below what you would pay in other markets for the same growth and margin

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0Bagger@Cryingbagger

@BoldTake do you think $SL currently offers an attractive entry point?

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BoldTake@BoldTake

@Cryingbagger definitely!
The last quarters were as planned. Investment case and valuation therefore still in tact :)

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0Bagger@Cryingbagger

@BoldTake so would you absolutely go in now? Long-term good entry?

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BoldTake@BoldTake

@Cryingbagger Of course I'm not allowed to give you any investment advice. I'll just say this much:
The share is also in my portfolio and the buy price is similar to the current one :)

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