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VNV hosted a CMD on June 11th, where key holdings such as BlaBlaCar, and Voi presented, among others. VNV trades at a 54% discount to the Q1/24 reported NAV, and we believe the portfolio, with 55% EBITDA-positive holdings, is more mature than it is currently being credited for. After exiting Gett and mitigating balance sheet risks, we argue that the focus will shift to the underlying portfolio. We summarize our takes from the CMD on BlaBlaCar, Voi, and Bokadirekt.
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