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Tekna is a Canadian-based advanced materials company with a
unique plasma technology for several independent markets, few
competitors and high barriers to entry. The company serves
industries like aerospace, defense and medical with plasma
machines or advanced materials like powder for 3D printing. The
company is going under the radar of the Norwegian market with
Arctic among the very, very few following Tekna very closely.
While the timing of a breakthrough in certain segments is
uncertain, we find the stock attractive due to a unique
technology, few competitors, high degree of recurring revenues
and an order backlog up 60 per cent since last year.