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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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CEO Martin Carlesund's substantial insider purchase signals strong confidence in Evolution's recovery and long-term prospects, especially at current depressed valuations. Evolution boasts exceptional margins, ROIC, steady growth, a sustainable 4.2% dividend, and an aggressive buyback, making it fundamentally undervalued at 11x PE. Recent setbacks—labor strikes, cybersecurity, and regulatory issues—are viewed as temporary, with resolution likely to restore double-digit growth and drive significant upside.
