Reply To: AqualisBraemar LOC ASA
Great analysis! I had a smaaaaaall position in Aqualis a couple of years ago, before they became AqualisBraemar. Didn’t understand the company well enough to raise the stakes, so I eventually sold out. This was before the ESG-euphoria became the ESG-euphoria, so maybe I’ll go back to my notes and take another look.
Interestingly enough, I initially found the case with the Templeton-glasses on myself. There’s a lot satisfaction in finding interesting things when blood runs in the streets.