Uddrag fra ATP’s kommentar til beretning på generalforsamling fra Claus Berner Møller:
Thank you for the floor.
My name is Claus Berner Møller, and I represent ATP as Co-Head of Danish Equities.
First of all, thank you for the 2020/21 report.
Chr. Hansen has experienced some difficult years regarding the volume/mix growth. The
reason for this being both external and internal issues.
The external issues are naturally the Covid19 pandemic but also some changes in the
marketplace.
Regarding the internal issues my rhetorical question is: was Chr. Hansen fully prepared for
the changes in the market and in the forefront of innovation? I think the answer is no, but I
was pleased to see how fast Chr. Hansen made some changes by divesting Natural
Colors and making 3 acquisitions namely HSO Health Care, UAS Labs and Jennewein.
The transactions have been successfully completed but not without challenges, especially
relating to Jennewein.
As an investor, I am happy when companies act promptly when they face problems and
hopefully, we will see better volume/mix growth over the coming years.
We can already observe an all-time-high product launch activity in several areas, hopefully
the first evidence that Chr. Hansen is still a growth company.
Chr. Hansen is a leading company within ESG. As a shareholder, ATP is delighted to see
a company on one hand having products which makes the world a better place and on the
other hand takes responsibility for own actions.
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