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jefke's avatar

Thanks for the write-up! Even as a Belgian, I never looked in depth at Bekaert. Here's an overview of my (lazy) perception from occasionally briefly glancing at the company:

- Before new management: cyclical debt-laden european industrial (stay away!)

- New mgmt: ok, has potential, but need to see results

- 2021: temporarily inflated profits, "don't buy on cyclical peak of earnings!"

- red flags in quick CEO turnover

- 2023-now: insider share sales

I assume i'm not the only one who looked at the stock like this.

Thanks for highlighting the company. Seems like it has more potential than I thought

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Darren Ager's avatar

Very in depth analysis Alex . Interesting to hear what happened to Bridon after Melrose sold it . Thanks for your efforts .

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