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Posted by
Two Blokes Jul 14 -
Filed in
Stock
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Intrum's turnaround is progressing well, with strong 1Q25 results, improved profitability, and a successful recapitalization underway, supporting my continued high conviction. Management's expertise and strategic partnerships, like with Cerberus, have positioned Intrum for sustainable growth and a capital-light, more resilient business model. Despite the recent rally, I still see 100–150% RoR potential from current levels, with a fair value target of 140–200 SEK and a clear 'buy' rating below 140 SEK.
