Suggestions for deep dive
Hi, Have four small caps that would be interesting to go through. I have concluded that it’s much easier to get a grasp around smaller companies and find values before others start to get interested. All companies are earning money and have a solid BS. For disclosure, I have invested in all of them. The companies are: Norditek - Technology to recycling of materials. Still early but with EU rules coming that demands builder's to increase the proportion of recycled materials the future looks interesting. Intellego Technologies - have a technology to measure colorimetric ultraviolet indicators with a huge global market. Even though the stock has rallied the stock is cheap if the contract they have signed will materialize. Sustainable Group - The main owners built Opus and sold it. Now they want to do a new journey with Sustainable through building a company around products that could enhance sustainability. They just bought a company that will double the turnover and increase earnings. Waystream - access switches to FTTx. After Europe banded Huawai and DZS have gone busted the way for Waystream is open. They are the number one player in the nordics for community owned fiber networks and they have now started to sell to the Nordic telecom companies. They could easily double its turnover when the existing buyers will go back to a normal replacement cycle. They also have started to expand to Europe. The Europe market is far behind with broadband and will expand like crazy after decisions from EU the next 2-5 years. Every European country has its own expanding plan reporting back to EU. Would be really interesting if someone would like to have a look or if we could do a deep dive into these companies. Have a great weekend!!