Aspo - Diversified Company

Sale interviewed Aspo CEO Rolf Jansson regarding Q2 :slight_smile:

Topics:

(00:00) Q2 highlights
(00:37) ESL receiving a boost from tariffs
(01:11) ESL’s other customer segments
(01:48) ESL’s profitability declined
(02:31) How can ESL’s profitability be improved?
(03:26) Telko’s record result
(05:25) Has demand for Telko been pulled forward?
(06:19) Telko’s customer demand
(07:09) Is the guidance conservative?
(08:09) Aspo to split into Telko and ESL
(09:43) ESL’s financial targets
(10:43) Telko’s investor profile
(11:44) Acquisition targets for Telko
(13:00) Telko shares as a currency for potential acquisitions
(13:40) The split will take place on December 31st

6 Likes