Senior executive at Portakabin Mobilraum GmbH
- Competitive positioning of Modulaire Group vs peers and pricing ability in European markets such as Germany
- Growth vs maintenance CAPEX dynamics and container depreciation life cycle
- Secondary container market – scrappage vs refurbishment and extent of variations across construction cycle
- M&A outlook, including roll-up potential and synergies, plus utilisation drivers for Modulaire vs the market
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