Aktuellt
SENASTE
VNV is trading at a record discount to its reported NAV, which we attribute to concerns regarding the financing of debt repayments (the first bond matures in H1/23), its relatively high running costs (opex c. 2% of NAV), and a long tail of unprofitable holdings with upcoming financing needs. Additionally, recent geopolitical developments have probably made the outlook for a potential divestment of Gett more challenging.
LÄS MER
