2025 Q3 -tulosraportti
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71 päivää sitten
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 13.11.2025 | |
| 2025 Q2 -tulosraportti | 14.8.2025 | |
| 2025 Q1 -tulosraportti | 10.4.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 14.11.2024 |
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Kirjaudu
·2 päivää sittenNow, I suppose, some information will probably be coming soon.
·1 päivä sittenI hope it's not a sign that someone has gotten hold of information the rest of us don't have😳
·1 päivä sittenNo, I just think some people are getting tired of waiting. I bet an analysis will come before the Q4 presentation. I wouldn't be surprised if it's around 10 kroner if it comes before the agreement, only to then be adjusted up to 15-20 kroner when the agreement is in place. After that, I believe more analyses will follow. Induct will soon appear in a completely new guise with subsequent repricing. Of course, nothing comes for free, the company must prove that they can scale if the share price is to rise through 2026.- Poistettu·13.1. · MuokattuPoistettu·13.1. · MuokattuThe case has changed significantly in the last 24 hours. Based on the market engagement sent out from NHS, it appears that Induct is being positioned not only within severe asthma, but also COPD and early lung cancer. I previously thought this was a scenario 2–4 years away, but now it looks like NHS wants to elevate several respiratory pathways simultaneously. The moderate and severe COPD market is about 5 times larger than severe asthma. If Induct secures an agreement within both these verticals, and the rollout becomes national, we can approximately multiply the ARR estimate for severe asthma by 2,5. Lung cancer can provide an additional 40-50MNOK ARR. Then we have: Severe asthma: 75.000.000kr COPD: 187.000.000kr Lung cancer: 45.000.000kr Total: 307.000.000 With a 95% gross margin, slightly higher OPEX for increased operations, and a P/E of 12, the calculation will yield 88kr per share upon full rollout. This only applies to England, so further rollout to other countries will naturally lead to higher share prices. Such figures are merely illustrative until a concrete agreement is in place, but they say something about the potential. Remember that there is downside risk, and if they don't land a deal, it will be a disaster😊 Those who are shareholders and are not in the Dicorden should join.·2 päivää sittenThat was quite a strong reaction. Received feedback from the company that this was not relevant for Induct. I therefore think it is unprofessional to say that the case has changed overnight. The person also thought that an agreement with AZ would come at the end of July, which was never realistic even if the process had gone smoothly. This could become an unparalleled adventure if they manage to pull this off and build further on the initial agreement. It's just important that we don't scare potential shareholders by spreading misleading info. Hope those who are active on Discord will also continue to write here.·2 päivää sittenBut let's by all means be positive. For a SaaS company in an early growth phase, Ebidta x 20 is a very conservative valuation. For mature companies with low/moderate growth, ARRx 5-7 is more reasonable. To defend a valuation of 20 kroner/600 million, Induct should deliver an ebidta of 30 million. That is 7.5 million per quarter. I think they can manage that already by the end of 2026 if they hold back a bit on opex.
- Poistettu·12.1. · MuokattuPoistettu·12.1. · MuokattuDug this up today: https://www.find-tender.service.gov.uk/Notice/002123-2026?origin=SearchResults&p=1 Positive, and quite concrete tendencies for Induct. Discussed on the Discord channel
- Poistettu·9.1.Poistettu·9.1.For those who wish, we have a very good forum on Discord with a dedicated page for Induct. A link will be provided in the comment section.Poistettu·12.1. · MuokattuPoistettu·12.1. · Muokattuhttps://discord.com/channels/994563487810453544/1458437848121479168 This goes straight to the right channel
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
Vain PDF
71 päivää sitten
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenNow, I suppose, some information will probably be coming soon.·1 päivä sittenI hope it's not a sign that someone has gotten hold of information the rest of us don't have😳·1 päivä sittenNo, I just think some people are getting tired of waiting. I bet an analysis will come before the Q4 presentation. I wouldn't be surprised if it's around 10 kroner if it comes before the agreement, only to then be adjusted up to 15-20 kroner when the agreement is in place. After that, I believe more analyses will follow. Induct will soon appear in a completely new guise with subsequent repricing. Of course, nothing comes for free, the company must prove that they can scale if the share price is to rise through 2026.
- Poistettu·13.1. · MuokattuPoistettu·13.1. · MuokattuThe case has changed significantly in the last 24 hours. Based on the market engagement sent out from NHS, it appears that Induct is being positioned not only within severe asthma, but also COPD and early lung cancer. I previously thought this was a scenario 2–4 years away, but now it looks like NHS wants to elevate several respiratory pathways simultaneously. The moderate and severe COPD market is about 5 times larger than severe asthma. If Induct secures an agreement within both these verticals, and the rollout becomes national, we can approximately multiply the ARR estimate for severe asthma by 2,5. Lung cancer can provide an additional 40-50MNOK ARR. Then we have: Severe asthma: 75.000.000kr COPD: 187.000.000kr Lung cancer: 45.000.000kr Total: 307.000.000 With a 95% gross margin, slightly higher OPEX for increased operations, and a P/E of 12, the calculation will yield 88kr per share upon full rollout. This only applies to England, so further rollout to other countries will naturally lead to higher share prices. Such figures are merely illustrative until a concrete agreement is in place, but they say something about the potential. Remember that there is downside risk, and if they don't land a deal, it will be a disaster😊 Those who are shareholders and are not in the Dicorden should join.·2 päivää sittenThat was quite a strong reaction. Received feedback from the company that this was not relevant for Induct. I therefore think it is unprofessional to say that the case has changed overnight. The person also thought that an agreement with AZ would come at the end of July, which was never realistic even if the process had gone smoothly. This could become an unparalleled adventure if they manage to pull this off and build further on the initial agreement. It's just important that we don't scare potential shareholders by spreading misleading info. Hope those who are active on Discord will also continue to write here.·2 päivää sittenBut let's by all means be positive. For a SaaS company in an early growth phase, Ebidta x 20 is a very conservative valuation. For mature companies with low/moderate growth, ARRx 5-7 is more reasonable. To defend a valuation of 20 kroner/600 million, Induct should deliver an ebidta of 30 million. That is 7.5 million per quarter. I think they can manage that already by the end of 2026 if they hold back a bit on opex.
- Poistettu·12.1. · MuokattuPoistettu·12.1. · MuokattuDug this up today: https://www.find-tender.service.gov.uk/Notice/002123-2026?origin=SearchResults&p=1 Positive, and quite concrete tendencies for Induct. Discussed on the Discord channel
- Poistettu·9.1.Poistettu·9.1.For those who wish, we have a very good forum on Discord with a dedicated page for Induct. A link will be provided in the comment section.Poistettu·12.1. · MuokattuPoistettu·12.1. · Muokattuhttps://discord.com/channels/994563487810453544/1458437848121479168 This goes straight to the right channel
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
500
Myynti
Määrä
3 488
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 499 | - | - | ||
| 1 | - | - | ||
| 500 | - | - | ||
| 200 | - | - | ||
| 2 031 | - | - |
Ylin
4,3VWAP
Alin
4,16VaihtoMäärä
0,1 29 225
VWAP
Ylin
4,3Alin
4,16VaihtoMäärä
0,1 29 225
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 13.11.2025 | |
| 2025 Q2 -tulosraportti | 14.8.2025 | |
| 2025 Q1 -tulosraportti | 10.4.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 14.11.2024 |
2025 Q3 -tulosraportti
Vain PDF
71 päivää sitten
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 13.11.2025 | |
| 2025 Q2 -tulosraportti | 14.8.2025 | |
| 2025 Q1 -tulosraportti | 10.4.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 14.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenNow, I suppose, some information will probably be coming soon.·1 päivä sittenI hope it's not a sign that someone has gotten hold of information the rest of us don't have😳·1 päivä sittenNo, I just think some people are getting tired of waiting. I bet an analysis will come before the Q4 presentation. I wouldn't be surprised if it's around 10 kroner if it comes before the agreement, only to then be adjusted up to 15-20 kroner when the agreement is in place. After that, I believe more analyses will follow. Induct will soon appear in a completely new guise with subsequent repricing. Of course, nothing comes for free, the company must prove that they can scale if the share price is to rise through 2026.
- Poistettu·13.1. · MuokattuPoistettu·13.1. · MuokattuThe case has changed significantly in the last 24 hours. Based on the market engagement sent out from NHS, it appears that Induct is being positioned not only within severe asthma, but also COPD and early lung cancer. I previously thought this was a scenario 2–4 years away, but now it looks like NHS wants to elevate several respiratory pathways simultaneously. The moderate and severe COPD market is about 5 times larger than severe asthma. If Induct secures an agreement within both these verticals, and the rollout becomes national, we can approximately multiply the ARR estimate for severe asthma by 2,5. Lung cancer can provide an additional 40-50MNOK ARR. Then we have: Severe asthma: 75.000.000kr COPD: 187.000.000kr Lung cancer: 45.000.000kr Total: 307.000.000 With a 95% gross margin, slightly higher OPEX for increased operations, and a P/E of 12, the calculation will yield 88kr per share upon full rollout. This only applies to England, so further rollout to other countries will naturally lead to higher share prices. Such figures are merely illustrative until a concrete agreement is in place, but they say something about the potential. Remember that there is downside risk, and if they don't land a deal, it will be a disaster😊 Those who are shareholders and are not in the Dicorden should join.·2 päivää sittenThat was quite a strong reaction. Received feedback from the company that this was not relevant for Induct. I therefore think it is unprofessional to say that the case has changed overnight. The person also thought that an agreement with AZ would come at the end of July, which was never realistic even if the process had gone smoothly. This could become an unparalleled adventure if they manage to pull this off and build further on the initial agreement. It's just important that we don't scare potential shareholders by spreading misleading info. Hope those who are active on Discord will also continue to write here.·2 päivää sittenBut let's by all means be positive. For a SaaS company in an early growth phase, Ebidta x 20 is a very conservative valuation. For mature companies with low/moderate growth, ARRx 5-7 is more reasonable. To defend a valuation of 20 kroner/600 million, Induct should deliver an ebidta of 30 million. That is 7.5 million per quarter. I think they can manage that already by the end of 2026 if they hold back a bit on opex.
- Poistettu·12.1. · MuokattuPoistettu·12.1. · MuokattuDug this up today: https://www.find-tender.service.gov.uk/Notice/002123-2026?origin=SearchResults&p=1 Positive, and quite concrete tendencies for Induct. Discussed on the Discord channel
- Poistettu·9.1.Poistettu·9.1.For those who wish, we have a very good forum on Discord with a dedicated page for Induct. A link will be provided in the comment section.Poistettu·12.1. · MuokattuPoistettu·12.1. · Muokattuhttps://discord.com/channels/994563487810453544/1458437848121479168 This goes straight to the right channel
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
500
Myynti
Määrä
3 488
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 499 | - | - | ||
| 1 | - | - | ||
| 500 | - | - | ||
| 200 | - | - | ||
| 2 031 | - | - |
Ylin
4,3VWAP
Alin
4,16VaihtoMäärä
0,1 29 225
VWAP
Ylin
4,3Alin
4,16VaihtoMäärä
0,1 29 225
Välittäjätilasto
Dataa ei löytynyt