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While we expect a quiet Q1 with low volume but stable profitability, we continue to anticipate higher volume from Q2, driven by the SEK 90m Hallsberg deal (with revenue recognition expected in Q2) and a ramp up in activity in Sigtuna (SMARTCargo), which was impacted by delays in Q4 (and presumably Q1). Train Alliance is trading at P/adjusted NAV of ~0.5x, despite holding defensive land assets with revaluation potential.
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