discoverIE

More to discover

discoverIE (DSCV) is a M&A-led growth compounder with an impressive 12-year track record. Compared with other companies with a compounding model in the industrials sector, such as...

Irish economy

On the cusp of rapid growth

The Irish economy accelerated into 2024 and is on the cusp of rapid growth, helped by lower inflation. Foreign direct investment (FDI), high-skilled job creation and a rising population...

Smurfit Kappa Group

Westrock merger approved for July 8th US listing

Yesterday (June 13th), Smurfit Kappa Group and Westrock shareholders overwhelmingly approved the merger to form Smurfit Westrock, which starts trading on the NYSE on Monday July...

Genuit Group

A lot achieved but a lot more priced in

Genuit deserves credit for improving its trading margin and maintaining profitability despite persistently unhelpful end-markets. The recent re-rating is merited as the benefits of the...

DS Smith

Expect IP bid focus on June 20th

Due to uncertainty surrounding a possible bid for International Paper (IP) from Suzano, DS Smith trades at c.19% discount to IP’s recommended April 2024 offer. We expect the IP bid to...

DSM-Firmenich

Capital Markets Day reassures on integration and ambition

The Capital Markets Day (CMD) reassured on a number of fronts including progress on integration, ingredient toolkit relevancy and a sharper focus on operational execution allied with...

Jet2 plc

Holiday leader

We view Jet2 as Ryanair’s younger sibling in the holiday space – it has a strong balance sheet with a net cash position, a healthy order book out to the start of the next decade at...

Origin Enterprises

Agrii Polska site visit – Continental Europe a good growth opportunity

Our key takeaway from the Origin Enterprise site visit to its Polish operations is a growing willingness from Continental Europe (CE) farmers to adopt value-add products and services...

Greencore Group

Breadwinning execution

Given strong execution, emphasized by its H1-24 performance, allied with the material ongoing progress made towards its multi-horizon approach, we believe Greencore will return to...

James Fisher and Sons plc

Balance sheet delevering in sight

James Fisher will soon mark a major turning point in its recent history. The sale of RMSpumptools will reset the balance sheet leverage onto a more sustainable footing. The share price...