May. 4 at 10:48 PM
$RYCEY Invest in Alstom (adr ticker
$ALSMY, it also trades in Europe under ALO). undervalued and good entry point.
1. They share a duopoly with Siemens Mobility in High Speed rail transit, systems & signaling.
2. They have a
$100B order book from around the world, low debt for this industry & cashflow positive.
3.A new leader has taken over.I see many similarities from the Rolls Royce Holdings turn around story from 2021.
4. Causeway capital that held 7% of rycey in 2021/22 now holds 10% of ALSMY.
God speed longs!!