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Racing Force Community

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  • 1 Narratives written by author
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Racing Force
CO
conservative_value
Community Contributor

Quality and Possible Rerating

Le marché perçoit Racing Force comme une microcap obscure, active dans un marché passion peu scalable. Racing Force est en réalité une plateforme d’équipements de sécurité certifiés dans un marché mondial de niche mais fragmenté, qui combine trois avantages réunis : Une marque culte (Bell) avec un pricing power régulé (normes FIA) → barrières à l’entrée fortes , Une structure légère et rentable , peu gourmande en capital, capable d’autofinancer une stratégie de croissance externe (buy-and-build sur les niches du racing), Une optionalité cachée : Zeronoise (headset racing tech), Racing Spirit (lifestyle), et le potentiel de devenir l’acteur dominant en “safety-as-a-service” dans les circuits.
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€4.44
FV
4.7% overvalued intrinsic discount
6.20%
Revenue growth p.a.
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3 months ago author updated this narrative
€
Current Price
€4.658.9% overvalued intrinsic discount
%/yr
Decrease
Increase
PastFuture091m2015201820212024202520272030Revenue €90.9mEarnings €8.0m
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