Thrace Plastics is an established international producer of technical fabrics and packaging that is moving into a 7.9% EPS CAGR phase to FY21 following recent capex programmes. The current valuation overlooks these prospects in our view, presenting investors with an opportunity to participate in a re-rating that we would expect to result from the conversion of investment into the delivery of improving returns, profits and cash generation.Den vollständigen Artikel lesen ...