Benoit Colas Long Spirent Communications: Sohn London Conference | Value Investing News

Benoit Colas Long Spirent Communications: Sohn London Conference

  • PrimeStone have been invested in Spirent for 3 years.
  • PrimeStone invested in Spirent with the belief that they could get the EBIT margin back above 20%.The company enjoys a strong and stable global market share and long-lasting relationships with customers.
  • - There is potential to refocus the business on the most attractive parts.
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