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During Q2, VNV announced the sale of its stake in Gett, further concentrating the portfolio around key holdings BlaBlaCar and Voi (now making up 60% of investments). The share is trading at a 51% discount to the Q1 reported NAV, which we believe is overdone given the reduced balance sheet risks and the high share of EBITDA-positive holdings. We anticipate that a CMD on 11 June, further asset sales and potential buybacks will act as positive triggers.
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