Letters by company

Verallia SAS

1 letter discussing 0ABH. Everything written about it on this site is on its ticker page.

Palm Harbour Capital Letter 2022 Q2 | 260 KB Palm Harbour Capital trimmed crisis beneficiaries and added to businesses sold indiscriminately amid inflation and recession fears. It makes detailed cases for Verallia’s pricing power and energy hedges, and Motor Oil Hellas’s complex refinery economics, renewables expansion and capacity to benefit from a refining upcycle. second quarter 0ABH 0NFS DTNOF $1.9B