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Ilya Kan's avatar

Nice write up! Own shares too and think has room to run.

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Alex's avatar

Nice write-up, very interesting idea! A bit worrying to me though is the deterioration in EBIT(DA) margins since 2020. I see selling and admin (to a lesser extent) expenses have been growing faster than revenues. Could you provide some background on the factors contributing to this trend and whether there are prospects for a reversal in the future?

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