Greg Dean, CFA
SmartCraft ASA
SMCRT-OL
TOP PICK
Feb 13, 2025
His preference to LMN. Reported this morning, margins are slightly below 40%. Low-ticket items sold to the construction industry to automate workflow. Really strong margins, almost no debt. Longer term, should grow mid-teens organically and through M&A. (Price target in Swedish krona.) No dividend.
His preference to LMN. Reported this morning, margins are slightly below 40%. Low-ticket items sold to the construction industry to automate workflow. Really strong margins, almost no debt. Longer term, should grow mid-teens organically and through M&A. (Price target in Swedish krona.) No dividend.
(Analysts’ price target is $34.57)