Aktuellt
SENASTE
During Q1, VNV announced asset exits worth USD 52m (excl. earn-outs) and closed the transactions at a 13% discount to the last reported NAV for the divested companies. With the shares still trading at a 57% discount to Q4 NAV, we continue to see value potential in the portfolio and argue that exits at/close to NAV should notably enhance investor confidence. We find a fair value range of SEK 28-36 (25-33) with an implied mid-point of SEK 32 (29).
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