What smart money is saying about Lectra SA
2 funds in our archive have pitched Lectra SA — most recently Ennismore European Smaller Companies Fund in December 2025.
Electra Battery Materials Corporation acquires and explores for resource properties in the United States and Canada. It primarily explores for cobalt and silver deposits. The company's flagship project is the Iron Creek cobalt-copper project, which covers an area of approximately 5,900 acres located in Lemhi County, Idaho. It also operates a cobalt refinery for producing battery materials for the electric vehicle supply chain. The company was formerly known as First Cobalt Corp. and changed its name to Electra Battery Materials Corporation in December 2021. Electra Battery Materials Corporation was incorporated in 2011 and is headquartered in Toronto, Canada.
Fund coverage · 2 theses
- Ennismore European Smaller Companies FundDecember 2025
Lectra is a global leader in advanced cutting technology with high recurring revenues and margin upside trading below historical multiples.
Read the full thesis - Ennismore European Smaller Companies FundMarch 2025
Lectra’s dominant market position, resilient recurring revenue base, and growing SaaS transformation amid temporary tariff-driven share weakness present an attractive opportunity for 40% upside as the market re-rates its undervalued, high-margin business.
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