I-Tech: De-risking the Case
Research Note
2020-03-19
07:04
Wednesday evening, I-Tech announced Jotun as a new customer, the world’s largest manufacturer of marine paint. Redeye is delighted by the news as the signing is with a larger company than expected, and the customer diversification de-risks our case. At the same time, the impact of Covid-19 is an uncertainty in the short-term perspective, which we believe could create an attractive long-term opportunity.
OV
EP
Oskar Vilhelmsson
Eddie Palmgren
Disclosures and disclaimers