@Joakiminv@avanzabank@montrose_io Samma här, räntan på portföljbelåningen sänkte jag med över 4 procentenheter (var ändå Private Banking-kund hos Avanza). Never go back.
@Ky63B@vildkatten@NemCapSE Låg free float (Atlas dammsuger) + indexflöden (MSCI) = hög volatilitet. Tunn likviditet ger stora kast helt utan nyheter. Ren marknadsmekanik. Sitter lugnt kvar i båten.
@leonardo_1452_ I see, it is due to the higher assumed debt in Coltel. Thanks for clarifying. And lower upfront cash outlay = more room for potential buybacks (and/or dividend).
@leonardo_1452_ Or, possibly a bullish indication for 2026 due to a lower (relatively) increase in leverage when the deal closes. On second thought, this seems more plausible.
@leonardo_1452_ If I recall correctly, the first estimate for the M&A cost was ~400 MUSD. If these figures hold true, we would end up at less than half. Possibly, a bullish indication for 25Q4.