so there is an Interview online with sub 100 views (I attached it to this post) - in which the CEO of Campine nv says that there are some interessting acquisition targets for 2026 or 2027 - but that it would be to early to go deeper into it. I think that the investors are overlooking this Interview and underestimating the developments and fundamental shifts the company made in the last few years (specialy since the Wim De Vos, the new CEO took over). They Acquired Ecobat last year, which will add over 100 million € in revenues and have synergy effects on the comanies earnings because ecobat has free smelting capacities and campine has excess rawmaterials. Another acquisition is also well timed because the 50 million€ they made in 2025 give them ample financial freedom to add more plants without taking on too much ebt, infact their solvency even increased last year to 56% (even after the acquisition). they also diversified into new materials. I think this compounder is not seen for what it is. But feel free to correct me if I am wrong and tell me what I am missing!
from minute 8:00 of the video on he talks about the acquisitions, if you dont understand the language, you can translate it easily with AI online without any costs!
have fun, get on the circular economy train! shoop shoop!
the video is on youtube an it is posted by "Trends podcast" i could not post the video becauser reddit wont let me, but maybe you want to check it out anyways or PM me!