Q: Hello 5i Guys
I followed the thread on previous questions on ALV and understand they're small and risky. But, last year (2024) your opinion seemed down as these guys as stock had dropped 25%. But, recently in December (2025) your opinion seemed more 'upbeat'.
For 2026 and beyond do you see ALV as a reasonable position or it doesn't need to be owned.
Thanks as always for your great service.
Ken
I followed the thread on previous questions on ALV and understand they're small and risky. But, last year (2024) your opinion seemed down as these guys as stock had dropped 25%. But, recently in December (2025) your opinion seemed more 'upbeat'.
For 2026 and beyond do you see ALV as a reasonable position or it doesn't need to be owned.
Thanks as always for your great service.
Ken
5i Research Answer:
The same risks remain but over the last year, operations are looking a bit more stable and the...