AOMFF - Alstom: Lower Upside Remains, But Still A 'BUY' Here

2025-02-22 08:20:58 ET

Summary

• I've been covering Alstom for 1-3 years, investing before and after its significant drop, resulting in massive returns post-recovery.
• The company's Q3 24/25 report sharpen my long-term/short-term expectations.
• Alstom, despite lagging behind Siemens in risk/reward profile, shows significant long-term potential, especially post-Bombardier deal digestion.
• The rapid share price increase limited my ability to establish a larger position, but I remain confident in Alstom's non-bankruptcy trajectory.

Dear readers/followers,

One of the companies I have been covering as of late, the last 1-3 years, is the French company Alstom ( OTCPK:ALSMY ). I invested both before the significant drop when there was a real danger the company might have to tap equity or get into such things, and also after. The second part of that investment has seen absolutely massive returns given the surge of recovery the company has seen since....

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