Author Topic: NIL B.STO - Nilorn Worldwide  (Read 4274 times)

writser

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Re: NIL B.STO - Nilorn Worldwide
« Reply #10 on: September 05, 2019, 12:50:51 AM »
Anyone still following this?

It has sold significantly down after a some rough q'rtly results. I think a case can be made that, counter intuitively, this is a somewhat moat-y business. It also has a history of strong ROIC #s under the current CEO. That said, the gross margin deterioration over the last two quarters is definitely concerning. 

Also, does anyone know where to find insider buying/selling info for companies listed in Sweden?

Yeah, looks somewhat interesting. Stillstrom also bought back 2% of shares outstanding at 56 SEK in August. Insiders have been dumping the past few years in the 70-110 SEK range.

The track record of Traction AB itself doesn't seem too shabby either.
« Last Edit: September 05, 2019, 01:27:41 AM by writser »
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