Why should I invest in Axactor?

Why should I invest in Axactor?

(9 May 2022) To avoid a lengthy answer it has been limited to three key points:

  1. Group: The competitive advantage of Axactor is cost-to-collect. With reference to slide 4 in the Q4 2021 presentation analysis point to Axactor as industry leading on cost. The competitive advantage on cost is expected to be revealed in the financials as errors on NPL during the start-up phase is solved.
  2. 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 5 and 9 in the Q1 2022 presentation Axactor is now a much more mature company, and the portfolio profitability (Gross IRR) is improving quarter by quarter.
  3. 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 resulting in increased revenue on 3PC

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