| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | - | - |
Baumann Capital initiated a position in WIIT, Europe's only pure-play sovereign private cloud provider, during Q2 2025. The manager conducted extensive primary research including data center visits, customer interviews, and multiple management meetings. WIIT operates twenty Tier IV data centers across Germany, Italy, and Switzerland, serving 600 enterprise clients who require mission-critical ERP hosting with full EU data sovereignty. The business model combines infrastructure, platform, and software services, generating 40% EBITDA margins through high-margin managed services and long-term contracts averaging five years with inflation protection. Return drivers include structural cloud migration trends with only 38% of European SMEs cloud-enabled, EU regulatory tailwinds favoring data sovereignty after Microsoft admitted it cannot guarantee EU data protection from US agencies, and accretive M&A consolidation of a fragmented market. Founder-CEO Alessandro Cozzi owns 58% and has completed ten accretive acquisitions since the 2017 IPO. The manager views WIIT as having multi-billion-euro potential to lead the European private cloud niche, with AI providing incremental upside as demand for secure, sovereign AI infrastructure grows. The letter also discusses lessons from past management misjudgments and the importance of rigorous CEO evaluation.
WIIT represents a rare pure-play on European data sovereignty and premium private cloud infrastructure, operating Tier IV data centers serving mission-critical workloads for regulated industries that cannot use US hyperscalers. The business benefits from structural cloud migration tailwinds, EU regulatory support, high switching costs, 40% EBITDA margins, and a proven M&A consolidation playbook led by a founder-CEO with 58% ownership who acts like a true owner.
The manager is highly constructive on WIIT's long-term prospects, believing it has the potential to become a multi-billion-euro company and lead the private cloud niche across Europe. The outlook is anchored in structural cloud migration trends, EU regulatory tailwinds favoring data sovereignty, and WIIT's ability to consolidate a fragmented market through accretive M&A. The manager expects AI to provide incremental upside over time as secure, private AI infrastructure demand grows, though the core thesis does not depend on it.
| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Aug 20 2025 | 2026 Q2 | WIIT.MI | Cloud, Data centers, Europe, infrastructure, M&A, technology, value | WIIT.MI | Baumann Capital initiated WIIT, Europe's only pure-play sovereign cloud provider operating Tier IV data centers across Germany, Italy, and Switzerland. The business serves mission-critical ERP workloads for regulated industries requiring EU data sovereignty, generating 40% EBITDA margins through long-term contracts. Structural cloud migration, EU regulatory tailwinds against US hyperscalers, and accretive M&A consolidation drive the multi-year thesis. Founder-CEO owns 58% and acts like a true owner. |
| Jun 19 2026 | 2026 Q1 | MTX.DE | aerospace, AI, Europe, long-term, Quality, value | - | Baumann Capital added MTU Aero Engines at 16x earnings, gaining exposure to aerospace's durable economics: contractual 20-40 year revenue streams, extreme barriers to entry, and secular growth from global air travel penetration. Near-term uncertainty from partner Pratt & Whitney's engine recall and Airbus's next-generation aircraft decision creates the opportunity. Position sized at 7% reflects moderate conviction pending further clarity on dual-source engine selection maintaining MTU's program participation. |
| Mar 13 2026 | 2025 Q4 | AHT.L, AI.PA, LIN, SOL.MI, WIT.MI | AI, Europe, healthcare, Home Health, Industrial Gases, infrastructure, Quality | - | Baumann's Primary Research Fund added SOL Group, combining Europe's leading industrial gas franchise with the largest home respiratory care provider. The dual-engine model benefits from aging demographics and healthcare system shifts while creating regional oligopolies through century-built infrastructure. The manager prioritizes AI-resistant, durable businesses that can compound for decades over traditional valuation metrics. |
| Dec 15 2025 | 2025 Q3 | 005930.KS, 4188.T, 5401.T, 6701.T, 6723.T, 6758.T, 6967.T, AAPL, AI.PA, BOSCH, DRW3.DE, HLMA.L, HON, IFX.DE, KO, MSA, MU, NVDA, TSM | concentrated, Gas Detection, Japan, Primary Research, Quality, Safety, semiconductors | - | Primary Research Fund launches with concentrated strategy targeting high-quality businesses through primary research. Lead position in Riken Keiki, Japan's dominant gas detection manufacturer benefiting from semiconductor fab expansion and recurring maintenance revenue. Conservative sizing reflects new geography and management assessment, with investment requiring continuous execution to maintain portfolio allocation. |
| Aug 20 2025 | 2025 Q2 | WIIT.MI | Cloud, Data centers, Europe, Germany, infrastructure, private equity, technology | WIIT.MI | Baumann initiated WIIT, Europe's only sovereign cloud provider, capitalizing on EU data sovereignty concerns as Microsoft admits inability to protect EU data from US access. Twenty Tier IV data centers serve mission-critical workloads with 40% EBITDA margins, five-year contracts, and high switching costs. Significant growth runway with only 38% SME cloud adoption and favorable regulatory tailwinds supporting European consolidation. |
| Jun 2 2025 | 2025 Q1 | AHT.L, AZE.BR, BNR.DE, DPLM.L, FIX, GET.PA, GOOGL, IMCD.AS, POOL, RWH.L, UNVR, URI, WSO | AI, Distribution, durability, Europe, Specialty Chemicals | AZE.BR | Baumann added Azelis, a specialty chemicals distributor, as his key new holding after extensive European trade show research. The business operates 70 labs serving 59,000 customers with sticky formulation services and recurring revenue. Growing outsourcing trends and customer willingness to accept price increases support mid-teens compounding expectations, purchased at a discount to peer IMCD. |
| Jan 17 2025 | 2024 Q4 | AHT.L, AMZN, ATLN.L, BOKA.AS, DEME.BR, FGR.PA, FTI.PA, SAPM.MI, SUBC.PA, URI | Concentration, energy, Equipment Rental, Offshore, Primary Research, Quality, value | - | Primary Research Fund maintains concentrated exposure to quality businesses discovered through extensive fieldwork. Largest position Ashtead Technology provides subsea equipment rental for offshore energy, benefiting from structural shift to rental models and offshore wind growth. Despite recent performance headwinds, attractive valuation and strong competitive position support continued conviction in this fragmented, growing market. |
| Oct 15 2024 | 2024 Q3 | MSFT, SWON.SW | Concentration, Europe, infrastructure, IT Services, Quality, value | RNWH.L | Concentrated European value fund targeting 8-12 quality businesses with >15% ROIC and >7% FCF yields. Deep primary research approach through industry conferences and customer interviews. Current focus on UK infrastructure maintenance and IT services. Two holdings taken private by PE, validating research. Launching January 2025 with patient capital and business ownership mentality. |
| Jun 29 2024 | 2024 Q2 | AT.L | Concentration, Europe, free cash flow, long-term, Quality, ROIC, value | AT.L | New concentrated value fund targeting 15-20% returns through 8-12 high quality European businesses with >15% ROIC purchased at cheap valuations. Current portfolio averages 22% ROIC and 7% free cash flow yield. Largest holding is Ashtead Technology, a subsea equipment rental company growing 35% annually. Manager co-invested with no management fee, performance fee only above 6% hurdle. |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2026 Q2 |
Data CentersWIIT operates premium Tier IV data centers across Europe, serving mission-critical ERP workloads for regulated industries. The business benefits from structural cloud migration trends, with only 38% of European SMEs having adopted cloud solutions. WIIT's focus on data sovereignty positions it well as EU regulators push back against US hyperscaler dominance, with Microsoft unable to guarantee French data immunity from US agency access. |
Cloud Data Privacy Infrastructure Spending Europe |
CloudThe manager initiated a position in WIIT, Europe's only pure-play sovereign private cloud provider. The company serves 600 enterprise clients who cannot risk sensitive data in public hyperscaler environments. WIIT operates a hybrid model combining infrastructure, platform, and software services, achieving 40% EBITDA margins through high-margin managed services and long-term contracts averaging 5 years with inflation protection. |
Data Centers SaaS Enterprise Software Cybersecurity | |
Data PrivacyEuropean cloud customers increasingly demand immunity from US and Chinese extraterritorial laws for their most sensitive data. WIIT is built around data sovereignty with no legal, technical, or operational ties to the US. The manager views growing regulatory concerns about digital sovereignty as a tailwind, particularly after Microsoft's admission that it cannot guarantee EU data protection from US agencies. |
Cloud Cybersecurity European Union | |
AIThe thesis does not rely on AI but the manager expects incremental upside as applications move beyond LLMs. Mission-critical environments will be last to adopt AI, but when they do, workloads will need to be secure, private, and compliant. As demand grows for private, sovereign AI infrastructure and computational needs increase, WIIT's high-quality European data centers should be natural beneficiaries. |
Data Centers Cloud Infrastructure Spending | |
| 2026 Q1 |
AerospaceManager views aerospace as a high-quality compounding opportunity with extreme barriers to entry, contractual revenue streams lasting 20-40 years, and secular growth driven by 80% of the world never having flown. The industry is dominated by a small group of engine manufacturers with certified parts requirements creating locked-in aftermarket revenue. MTU Aero Engines represents a new 7% position at 16x earnings, offering exposure to this durable business model despite near-term uncertainty around Airbus's next-generation engine selection. |
Aerospace Components Defense Components Aviation Services Industrial Machinery |
AIManager acknowledges AI is creating the most exciting markets he has ever invested in, with wild opportunities but also challenges affecting countless businesses. He is focused on AI-durability of portfolio holdings and expects markets to increasingly appreciate businesses resilient to AI disruption. The manager uses multiple Claude Pro accounts with a 50-page prompt to speed up due diligence, though notes AI cannot replace primary research like trade show conversations. |
AI Cloud Workflow Automation | |
| 2025 Q4 |
Industrial GasesSOL Group operates one of Europe's leading industrial gas franchises serving 50k customers across 32 countries, with a network of 39 air-separation units and 50+ filling plants that took almost a century to assemble. The business benefits from high switching costs, local oligopolies due to transport economics, and regulatory barriers that make replication extremely difficult. |
Industrial Gases Infrastructure Oligopoly Barriers Network |
HealthcareVivisol represents the largest home respiratory care provider in Italy, Belgium, and Netherlands, serving 750k patients with 13% compound annual growth over fourteen years. The business benefits from Europe's aging demographics and healthcare systems moving chronic care from hospitals to homes, creating a defensive, recurring revenue model. |
Healthcare Demographics Homecare Recurring Aging | |
AIManager maintains cautious stance on AI impact, particularly for software businesses, preferring companies with high barriers to entry that are unlikely to see their unit economics negatively affected by AI over the next decades. Focus remains on infrastructure and business services players rather than AI-exposed software. |
AI Software Infrastructure Disruption Barriers | |
QualityStrategy focuses on owning super-durable, quality businesses with sustainable competitive advantages, excellent management, and reasonable valuations. Emphasis on businesses designed to last like Roman aqueducts, with high barriers to entry and exceptionally resilient business models that can compound for decades. |
Quality Durability Moats Compounding Resilience | |
| 2025 Q3 |
SemiconductorsSemiconductor industry driving demand for gas detection equipment as TSMC builds new fabs globally to meet Nvidia GPU demand. Japan plans over 30 semiconductor projects by 2030, creating multi-decade volume tailwind for safety equipment. Each new fab requires thousands of fixed gas detectors with ongoing maintenance. |
Fabs TSMC Nvidia Safety Detection |
Industrial SafetySafety equipment industry benefits from regulatory requirements and reliability focus. Gas detection systems are mission-critical with high switching costs and recurring maintenance revenue. Customers prioritize reliability and service over price in safety-critical environments. |
Gas Detection Compliance Maintenance Reliability Regulation | |
JapanManager expanding circle of competence into Japanese market, finding investable opportunities despite initial hesitation. Japan represents world's 4th largest economy with precision engineering focus. Riken Keiki holds quasi-monopoly position in Japanese gas detection market with 70-80% market share. |
Market Share Precision Engineering Monopoly Expansion | |
| 2025 Q2 |
Data CentersWIIT operates twenty Tier IV data centers across Germany, Italy, and Switzerland, focusing on mission-critical workloads for enterprise clients. The business benefits from high switching costs, long-term contracts averaging five years, and 40% EBITDA margins through premium pricing for sovereign cloud solutions. |
Tier IV Infrastructure Sovereign Mission-critical Enterprise |
CloudEuropean cloud market is 70% controlled by US hyperscalers, creating opportunity for sovereign alternatives. WIIT provides private cloud solutions with data sovereignty, targeting clients who cannot risk sensitive data in public hyperscaler environments. Only 38% of European SMEs have adopted cloud solutions, indicating significant growth runway. |
Private Sovereign Hyperscalers Data sovereignty European | |
Data PrivacyEU regulatory concerns about digital sovereignty are driving demand for European cloud alternatives. Microsoft admitted it cannot guarantee French citizens' data stored in EU data centers is safe from US agency access. WIIT benefits from being immune to US or Chinese extraterritorial laws. |
Sovereignty Regulation Extraterritorial Compliance Privacy | |
| 2025 Q1 |
AIManager discusses AI's transformative impact on investment research and business models. While AI tools like ChatGPT-4o enhance research efficiency, they create challenges for traditional software companies and make survival forecasting more difficult. The manager emphasizes that AI cannot replace primary research and human judgment in investment decisions. |
ChatGPT Software Research Disruption Technology |
DistributionFocus on specialty chemical distributors as durable business models with strong moats. Distributors provide value-added services, technical expertise, and regulatory compliance while maintaining asset-light models. The complexity and relationship-driven nature of specialty distribution creates barriers to entry and pricing power. |
Specialty Chemicals Value-added Technical Asset-light Relationships | |
Specialty ChemicalsDeep dive into Azelis as a specialty chemicals distributor serving life sciences and industrial markets. The business model involves creating customized formulations through 70 labs, leveraging exclusive supplier relationships, and serving 59,000 customers across 65 countries with sticky, recurring revenue streams. |
Formulations Life Sciences Labs Exclusive Recurring | |
| 2024 Q4 |
Energy TransitionOffshore wind installations are projected to grow substantially with global capacity expected to increase several times over by the 2030s. The growing number of wind farm installations and mounting complexity create long-term positives for subsea equipment rental. Floating wind farms require even more maintenance due to heavy winds and essential cables and mooring systems. |
Offshore Wind Renewable Energy Wind Farms Floating Wind Energy Infrastructure |
OilOil and gas are the most essential components of the world's energy production, accounting for more than half of the global mix. Roughly 65% of the world's remaining oil reserves are offshore, meaning a significant portion of future demand must be met from offshore deposits. This creates structural tailwinds for offshore equipment rental. |
Offshore Oil Oil Reserves Energy Production Offshore Platforms Oil Exploration | |
SubseaThe market for subsea rental equipment is highly fragmented with structural growth trends. Rental models increasingly disrupt the legacy purchase model for niche equipment, with customers eliminating expenses from purchase, maintenance, storage, and personnel. The trend toward higher rental penetration continues in a large and growing total addressable market. |
Subsea Equipment Rental Models Offshore Equipment Subsea Technology Equipment Rental | |
| 2024 Q3 |
InfrastructureManager focuses on UK infrastructure maintenance through Renew Holdings, emphasizing system-critical maintenance services for rail, energy, and environmental sectors. The UK government has committed over £600bn over five years for infrastructure repair due to climate change and population growth pressures. |
Rail Infrastructure Infrastructure Spending Construction Maintenance |
IT ServicesPortfolio includes IT channel players like distributors and resellers as lower-risk derivatives of software investing. Manager views these as agnostic to specific solutions while benefiting from outsourced sales and marketing functions in fragmented markets. |
IT Services Software Distribution Cybersecurity | |
ValueManager implements concentrated value investing with focus on businesses trading below intrinsic value. Seeks companies with >7-8% current year free cash flow yields following the Warren Buffett rule for cheap entry valuations. |
Value Quality Concentration Free Cash Flow | |
| 2024 Q2 |
ValueThe partnership follows a strict value investing philosophy inspired by Warren Buffett, seeking high quality businesses available at cheap valuations with >7-8% current year effective free cash flow yield. They aim to purchase companies at a reasonably cheap valuation compared to their intrinsic values, known as margin of safety. |
Value Investing Margin of Safety Intrinsic Value Free Cash Flow Yield Cheap Valuation |
QualityThe fund exclusively invests in high ROIC businesses (>15%) with competitive advantages and durable free cash flows. They seek companies with economies of scale, high barriers to entry, network effects or switching costs, operated by excellent and aligned management teams with sound capital allocation frameworks. |
High ROIC Competitive Advantage Durable Cash Flows Management Quality Capital Allocation | |
SubseaTheir largest position is Ashtead Technology, a subsea rental equipment company that will benefit from accelerating demand for rental equipment for maintenance of subsea oil and gas infrastructure, as well as new construction of offshore windfarms. The business grew organically +35% in FY23. |
Subsea Equipment Offshore Rental Equipment Oil and Gas Infrastructure Offshore Wind |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 19, 2026 | Fund Letters | Baumann Capital | - | MTU Aero Engines | Other | Aerospace & Defense | Bull | Xetra (Frankfurt Stock Exchange Deutsche Borse) | Aerospace, aftermarket services, Aircraft Engine Components, Contractual Revenue, Equity, Germany, high barriers to entry, Installed base, Maintenance Repair Overhaul, Regulatory Moat, Revenue Sharing Partnership, turnaround, Value | Login |
| Aug 20, 2025 | Fund Letters | Baumann Capital | WIIT.MI | WIIT S.p.A. | Information Technology | Data Processing & Outsourced Services | Bull | Borsa Italiana | Cloud computing, data centers, data sovereignty, ERP systems, European Technology, high switching costs, Hybrid Cloud, infrastructure, M&A Consolidation, premium pricing, Private Cloud, recurring revenue, Regulatory tailwinds, SaaS, Tier IV Certification | Login |
| Aug 20, 2025 | Fund Letters | Baumann Capital | WIIT.MI | WIIT S.p.A. | Software - Infrastructure | IT Consulting & Other Services | Bull | Borsa Italiana (Milan Stock Exchange) | Cloud computing, data centers, data sovereignty, Digital Sovereignty, Enterprise software, Equity, ERP systems, Europe, Germany, high switching costs, IaaS, Italy, M&A Consolidation, Managed services, Mission-critical Infrastructure, PAAS, Private Cloud, recurring revenue, Regulatory Tailwind, Roll-up Strategy, SaaS, Switzerland, Tier IV Certification | Login |
| Jun 2, 2025 | Fund Letters | Baumann Capital | AZE.BR | Azelis | Materials | Specialty Chemicals | Bull | Euronext Brussels | asset-light, B2B Services, Belgium, Distributor, durability, Europe, Formulations, life sciences, Moat, personal care, pharmaceuticals, specialty chemicals, Value | Login |
| Oct 15, 2024 | Fund Letters | Baumann Capital | RNWH.L | Renew Holdings plc | Industrials | Construction & Engineering | Bull | London Stock Exchange | defensive, Framework Agreements, government contracts, infrastructure, M&A, Maintenance, Rail, Recession-Resilient, ROIC, UK | Login |
| Jun 29, 2024 | Fund Letters | Baumann Capital | AT.L | Ashtead Technology | Energy | Oil, Gas & Consumable Fuels | Bull | London Stock Exchange | energy transition, maintenance services, Offshore energy, Oil and Gas Infrastructure, Rental Services, Specialized Equipment, Subsea Equipment, Wind Farms | Login |
| TICKER | COMMENTARY |
|---|---|
| WIIT.MI | Born in Italy in 1996, WIIT is a rare breed as Europe's only pure-play specialist for sovereign private cloud solutions. Powered by a network of twenty data centers across Germany, Italy, and Switzerland, they focus exclusively on mission-critical and heavily regulated workloads such as ERP systems. Their 600 enterprise clients simply can't risk their most sensitive data floating around in public hyperscaler land. Think of European banks, hospitals, pharma giants, or law firms uploading their trade secrets and customer data into the AWS cloud. You get it, it's not going to happen. WIIT operates exclusively in Europe, built from the ground up around the principle of data sovereignty, meaning no legal, technical, or operational ties to the US. They run some of the continent's only Tier IV-certified data centers, which are the Fort Knox of cloud computing, offering 99.9999% uptime ... so, quite a lot. Additionally, each data center is mirrored, meaning that unless two asteroids hit Germany simultaneously, your backups are safe. Their focus on system-critical ERP solutions results in heavy integrations at the heart and soul of a company's IT backbone. Such level of integration isn't easy to unwind, which is why average contracts run for five years, with some stretching up to 9-12 years. Recurring revenues are locked in with inflation protection and auto-renewals. With the pricing double that of standard private cloud, WIIT's high-end offering isn't for the budget-conscious. But for clients who need it, there's no substitute. Customers stick like glue, making the business model both defensive and durable, yet still highly scalable, which results in 40% EBITDA margins. WIIT offers all three: infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS). This is important. By combining infrastructure with application management services, WIIT can offer a multi-level approach to cloud computing services, enabling the company to provide tailor-made private and hybrid cloud solutions. The whole value chain. WIIT serves hundreds of high-quality clients, absent concentration (check). But clients aren't just rack renters, they're brands like Prada and Armani who literally hand over the beating heart of their mission-critical ERP workloads. Securely, compliantly, 24/7, with full EU data sovereignty matters to them. The CTOs I met find real peace of mind in handing off key responsibilities to WIIT. They eliminate the complexity and brain damage associated with managing fragmented IT systems. Even at a premium price, clients know their most critical systems are in expert hands. Many also increasingly value WIIT's insulation from US jurisdiction, which wasn't a big surprise. One pivotal part of my primary research was to understand if clients were fed up with the long contracts and itching to switch. When customers on the ground complain about being trapped in messy, complex systems, that's a serious red flag. Fortunately, that was not the case here. WIIT offers what hyperscalers lack: Accountability, full transparency, and hands-on support. Clients happily trust them, and that's why they sign long-term contracts. Anyone can invest €25 million to build a Tier IV data center, but who's going to be your first customer? That's a big chicken and egg, as brand reputation and client experience matter. No doubt, WIIT has established a strong position as 'The Premium Cloud' in the European market that others can hardly match, boasting numerous quality logos. The business also benefits from growing economies of scale. As the client base expands, the fixed costs of running and certifying Tier IV data centers, maintaining compliance layers, and managing core infrastructure are spread across more workloads. This creates a virtuous cycle: more scale brings more margin headroom, enabling reinvestment in platform quality, talent, and certifications to win new customers. WIIT enjoys high switching costs with its existing clients as they aren't just leasing server space, but entrusting them with their fundamental operations. Contracts come with steep early termination penalties, but more importantly, the operational disruption of leaving is heavy. Not the most desirable component of their moat, but the business is recurring and sticky, which I value. Critically, WIIT's moat is built on more than just infrastructure. In contrast to capex-heavy providers like OVH or Equinix, only around one-fourth of their value creation sits in the infrastructure layer. The rest comes from managed services, high-margin software, and integration with client systems. Think certified expertise and full-stack service delivery. It's true data centers are high fixed-cost assets, but once built and certified (especially Tier IV), the marginal cost of adding new clients or workloads is low. As utilization increases, gross margins expand significantly. If WIIT disappeared tomorrow, the EU would struggle to find another locally anchored alternative without US legal entanglements. That's a multi-layer moat, and it's getting wider over time as incremental capital is allocated either to onboarding new customers with an ROIC above 20%, or accretive M&A. Alessandro Cozzi is the founder, CEO, and with 58% ownership, the majority shareholder. No doubt, with ten accretive M&A deals since IPO in 2017, he has been very successful. Brad Jacobs might actually be a bit proud of him, given the playbook is familiar: Rolling up a fragmented infrastructure industry through acquisitions. Yes, leverage is elevated, but in the context of their strong cash generation and cheap targets, it would be inefficient of Alessandro not to put the balance sheet to work. The business model is designed to carry the weight. But the CEO hasn't grown WIIT for the sake of size. M&A targets are fully integrated, infrastructure is turned off, customers migrated, and synergies realized. This isn't about empire building, it's about capacity utilization and leverage on fixed costs: you don't just get bigger, you get better. After several meetings with management, I'm convinced they act like owners and take long-term bets for a better future. Having visited other Italian companies before, I was struck by how different this one feels. There is a strong Italian spirit blended with German precision beneath a durable business model, making for a promising combination. I believe WIIT has the potential to become a multi-billion-euro company and lead the private cloud niche across Europe. |
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