Rockwool og tilstedeværelse i Rusland
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Spændendende betragtninger fra Jens Birgersson fra q1 præsentationen 19. maj.
https://www.rockwool.com/group/about-us/investors/
Det er cirka 33 minutter inde i præsentationen, at situationen i Rusland bliver vendt.
Konklusionen må være, at Russisk overtagelse efter "Renault-modellen" (2 rubler for hele forretningen) vil være det værste for alle interesser undtaget de russiske.
Ser idag ud til, at budskabet er ved at trænge ind hos markedsdeltagerne på Børsen.
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