Great deep dive on Gaztransport & Technigaz (GTT), Joel! It’s refreshing to see a focus on a niche, high-ROIC European company that’s flying under the radar compared to giants like LVMH or Novo Nordisk. The combination of stellar financial metrics—like that eye-popping 93% ROIC—and a strong competitive moat from patented cryogenic tech definitely makes a compelling case.
good point of view, the key risk you highlighted "cyclicality" is precisely what makes assessing its dividend safety and future growth rate so difficult here.
Agreed of the quality, also an owner at 138...but also keeping an eye on the cyclicality. Anyone wants deep dive on the company, I have done it at the beginning of 2025.
Great deep dive on Gaztransport & Technigaz (GTT), Joel! It’s refreshing to see a focus on a niche, high-ROIC European company that’s flying under the radar compared to giants like LVMH or Novo Nordisk. The combination of stellar financial metrics—like that eye-popping 93% ROIC—and a strong competitive moat from patented cryogenic tech definitely makes a compelling case.
Thank you Alexander, really appreciate it. And agreed - I'm excited about GTT. Let's see how it goes. Have a great rest of your day and stay in touch.
93% ROIC is wild! Great write up
Thank you, much appreciated!
good point of view, the key risk you highlighted "cyclicality" is precisely what makes assessing its dividend safety and future growth rate so difficult here.
https://open.substack.com/pub/sleepwellinvestments/p/gold-standard-of-naval-engineering here is the deep dive for the curious mind.
Agreed of the quality, also an owner at 138...but also keeping an eye on the cyclicality. Anyone wants deep dive on the company, I have done it at the beginning of 2025.