Dr. Thomas Triska is the CFO of the European railway company Vossloh. After years of structural change, Vossloh now seems to be on a new growth track that is supported by global infrastructure investments.

We have discussed the following:
00:00 Teaser
00:29 Intro Good Investing Talks & Disclaimer
01:07 Introducing Thomas Triska
01:41 The regional importance of Vossloh
02:23 Comparing the European & US railway system
04:46 What highspeed train tracks
07:53 Tension clamps
09:35 Research & Development
12:57 Check out Stratosphere
13:24 Maintainance
22:10 The Chinese market & thoughts on maintenance renewal contracts
29:35 The hurdles of demographic change
32:27 Check out GI Plus
33:00 Vossloh since 2014
41:28 Climate targets and demand for products
48:38 Inflation & negotiations with partners
54:40 Backlog and investments
57:28 Goals in terms of profitability
59:37 Thinking about risks
01:04:00 Competition
01:07:51 Shareholder structure
01:09:45 Skin in the game
01:10:30 Management buying shares
01:11:20 Thank you & goodbye

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Is Vossloh on track to outgrow expectations, Mr. Triska? appeared first on Good Investing - Understanding businesses & Connecting investors.