Sitemap - 2023 - WinterGems - Logistics, Distributors, FinTech, Machines
Clasquin $ALCLA - Takeover at 325m EV
Interesting times! David or Goliath
Logistec is being taken over at 67$
Business Update and 2023 Estimates on Serial Acquirer $RCH Richelieu Hardware
$ILP Ilpra a growing Italian microcap food packaging manufacturer in a competitive market
$ALCLA French microcap freight forwarder Clasquin and analysis of 1H 2023 results
$APN Aplisens a growing industrial sensor manufacturer at a very attractive valuation
Richelieu Hardware $RCH Q2 update
Clasquin $EPA:ALCLA, a French microcap in the attractive freight forwarding industry
Insights on Logistec from Annual Meeting
Part 3 - Richelieu Hardware, valuation and outlook
PART2: Richelieu Hardware, Risk Factors
PART1: Richelieu Hardware: Consolidator of a fragmented industry
A Hidden Compounder from Poland
Amazon Q422 conference call notes
PART3: Is Logistec a compounder?
PART2: Deep Dive on Environmental Segment of Logistec - TSE: LGT.B