Why should I invest in Axactor?

(3 Feb 2023) To avoid a lengthy answer it has been limited to three key points:

Group: The competitive advantage of Axactor is cost-to-collect. With reference to slide 7-9 in the Financial targets presentation published 11 Jan 2023 analysis point to Axactor as industry leading on cost.
NPL segment: Fierce competition and lack of data during the start-up phase resulted in negative impairments in 2020 and 2021. Furthermore, it resulted in acquisition of portfolios with relatively low profitability (Gross IRR). With reference to slide 6 in the Financial targets presentation published 11 Jan 2023 Axactor is now a much more mature company, and the portfolio profitability (Gross IRR) is improving quarter by quarter.
3PC segment: During the pandemic generation of defaulted debt was reduced. Generation of defaulted debt is expected to increase again as society normalizes after the pandemic and the “inflation crisis” puts pressure on debtors.

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