I don’t really have any major input to provide to this thread, but I will say that Coeus’s faith seems to have remained even after the disappointing Q1. They have already increased their ownership stake to 7.25% during April.
This is certainly an interesting outfit. Huawei’s customer base will likely be redistributed almost entirely anew in Europe over some timeframe, and there are many opportunities in that for such a small firm. However, it feels like an impossible task to personally evaluate whether new deals like the Telia one will materialize, or if we are, after all, in a pond that is too big, hunting alongside fish that are too large.
