Sells:
- EVO trimmed 25% of the remaining position. The industry no longer appeals to me, even though the company is high quality.
- Boreo trimmed. I had to reduce exposure somewhere to allocate funds elsewhere. Boreo’s situation is challenging, and I’ll probably end up selling at the bottom.
Buys:
- Norbit ASA opening position. I started a dedicated thread on the forum Norbit ASA - Kasvua pinnan alla - Osakkeet - Inderes forum. My first company thread, so hopefully the quality is sufficient. A multi-sector company that produces, among other things, high-quality sonars used to map the seafloor. Rapid growth with good margins, and it’s still playing in a modest league with a market cap of approx. €350m.