2025 Q4 -tulosraportti
Vain PDF
61 päivää sitten
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 800 | - | - | ||
| 7 888 | - | - | ||
| 2 205 | - | - | ||
| 4 076 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 10.4.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenInduct and RTP: Why «Blueprint» is more important than just an AZ agreement I have spent some time reading up on the official articles from Gov.uk and Health Innovation Network (HIN), and I believe the market completely overlooks what is actually happening in England right now. To me, it seems the downside is minimal, while the upside is enormous: Portsmouth is «the standard»: It's not about Induct being «chosen» over others in a new competition. British authorities explicitly state that the Portsmouth model (where Induct is the engine) is the blueprint that will now be copied nationally. When 15 health regions coordinate, it is to roll out precisely this standard, which is already fully validated. The connections are already operative: The professors leading the national workstreams in RTP are the same people who have run Induct in Portsmouth and Hull. The path is practically already paved through these clinical environments. RTP does the groundwork: It is the RTP system itself and the regional networks that are now paving the way by preparing IT and training personnel in the nodes. Since this work is happening in parallel under the auspices of the NHS, the rollout can proceed much faster than one might get the impression of from the outside. Hybrid model and Multi-pathway: RTP covers both asthma and COPD. Since the Induct platform is set up for both, they can add COPD on top of the asthma infrastructure almost without extra cost. The hybrid model means one gets paid for implementation (cash now) and fixed licenses (SaaS), which is brilliant for scaling. What does this mean for Mcap in 2026? Today, the entire company is valued at under 100 mill., which in practice is just the value of Tilskuddsportalen. If the England case resolves in May, I believe we could quickly see a doubling or tripling of mcap (up to 300 mill.) just by the uncertainty disappearing. If the rollout proceeds as planned towards winter, an mcap of 500-700 mill. does not seem unrealistic when the fixed revenues (ARR) start to accumulate. This is my conviction based on the sources, but I am very interested in hearing other viewpoints or counterarguments. I am at least staying calm until the April update.·21 t sittenNB: If we assume 75–100 MNOK in ARR (asthma + early COPD) and use moderate multiples of 6–8x, this gives a valuation of approx. 450–800 mill. kroner (corresponds to approximately 15–25 kr per share). If the case develops further with parallel rollout, multiple pathways and a clear platform, it is not uncommon for multiples of 8–12x ARR. This corresponds to approx. 600 mill. – 1.2 bn. in mcap (approximately 20–40 kr per share). The point is that 500–700 mill. is not a ceiling, but a conservative level based on moderate multiples. The upside is that the multiple can increase if structure and scale are confirmed. Any thoughts on this?
·44 min sittenWill probably just have to wait and see what the agreement entails. As soon as we get some figures on what ARR the company can expect after full rollout, there will likely be a repricing that reflects this. Until then, it's not easy to predict the upside.
·1 päivä sittenNow in April, Induct can be admitted to RTP, which could be a gamechanger for Induct. That the share price is as it is today is a mystery. Future potential will grow stronger and stronger when Induct joins the good company.
·3 päivää sittenHave people given up?
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 Q4 -tulosraportti
Vain PDF
61 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
- ·1 päivä sittenInduct and RTP: Why «Blueprint» is more important than just an AZ agreement I have spent some time reading up on the official articles from Gov.uk and Health Innovation Network (HIN), and I believe the market completely overlooks what is actually happening in England right now. To me, it seems the downside is minimal, while the upside is enormous: Portsmouth is «the standard»: It's not about Induct being «chosen» over others in a new competition. British authorities explicitly state that the Portsmouth model (where Induct is the engine) is the blueprint that will now be copied nationally. When 15 health regions coordinate, it is to roll out precisely this standard, which is already fully validated. The connections are already operative: The professors leading the national workstreams in RTP are the same people who have run Induct in Portsmouth and Hull. The path is practically already paved through these clinical environments. RTP does the groundwork: It is the RTP system itself and the regional networks that are now paving the way by preparing IT and training personnel in the nodes. Since this work is happening in parallel under the auspices of the NHS, the rollout can proceed much faster than one might get the impression of from the outside. Hybrid model and Multi-pathway: RTP covers both asthma and COPD. Since the Induct platform is set up for both, they can add COPD on top of the asthma infrastructure almost without extra cost. The hybrid model means one gets paid for implementation (cash now) and fixed licenses (SaaS), which is brilliant for scaling. What does this mean for Mcap in 2026? Today, the entire company is valued at under 100 mill., which in practice is just the value of Tilskuddsportalen. If the England case resolves in May, I believe we could quickly see a doubling or tripling of mcap (up to 300 mill.) just by the uncertainty disappearing. If the rollout proceeds as planned towards winter, an mcap of 500-700 mill. does not seem unrealistic when the fixed revenues (ARR) start to accumulate. This is my conviction based on the sources, but I am very interested in hearing other viewpoints or counterarguments. I am at least staying calm until the April update.·21 t sittenNB: If we assume 75–100 MNOK in ARR (asthma + early COPD) and use moderate multiples of 6–8x, this gives a valuation of approx. 450–800 mill. kroner (corresponds to approximately 15–25 kr per share). If the case develops further with parallel rollout, multiple pathways and a clear platform, it is not uncommon for multiples of 8–12x ARR. This corresponds to approx. 600 mill. – 1.2 bn. in mcap (approximately 20–40 kr per share). The point is that 500–700 mill. is not a ceiling, but a conservative level based on moderate multiples. The upside is that the multiple can increase if structure and scale are confirmed. Any thoughts on this?·44 min sittenWill probably just have to wait and see what the agreement entails. As soon as we get some figures on what ARR the company can expect after full rollout, there will likely be a repricing that reflects this. Until then, it's not easy to predict the upside.
- ·1 päivä sittenNow in April, Induct can be admitted to RTP, which could be a gamechanger for Induct. That the share price is as it is today is a mystery. Future potential will grow stronger and stronger when Induct joins the good company.
- ·3 päivää sittenHave people given up?
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 800 | - | - | ||
| 7 888 | - | - | ||
| 2 205 | - | - | ||
| 4 076 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 10.4.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
Vain PDF
61 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 | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 10.4.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenInduct and RTP: Why «Blueprint» is more important than just an AZ agreement I have spent some time reading up on the official articles from Gov.uk and Health Innovation Network (HIN), and I believe the market completely overlooks what is actually happening in England right now. To me, it seems the downside is minimal, while the upside is enormous: Portsmouth is «the standard»: It's not about Induct being «chosen» over others in a new competition. British authorities explicitly state that the Portsmouth model (where Induct is the engine) is the blueprint that will now be copied nationally. When 15 health regions coordinate, it is to roll out precisely this standard, which is already fully validated. The connections are already operative: The professors leading the national workstreams in RTP are the same people who have run Induct in Portsmouth and Hull. The path is practically already paved through these clinical environments. RTP does the groundwork: It is the RTP system itself and the regional networks that are now paving the way by preparing IT and training personnel in the nodes. Since this work is happening in parallel under the auspices of the NHS, the rollout can proceed much faster than one might get the impression of from the outside. Hybrid model and Multi-pathway: RTP covers both asthma and COPD. Since the Induct platform is set up for both, they can add COPD on top of the asthma infrastructure almost without extra cost. The hybrid model means one gets paid for implementation (cash now) and fixed licenses (SaaS), which is brilliant for scaling. What does this mean for Mcap in 2026? Today, the entire company is valued at under 100 mill., which in practice is just the value of Tilskuddsportalen. If the England case resolves in May, I believe we could quickly see a doubling or tripling of mcap (up to 300 mill.) just by the uncertainty disappearing. If the rollout proceeds as planned towards winter, an mcap of 500-700 mill. does not seem unrealistic when the fixed revenues (ARR) start to accumulate. This is my conviction based on the sources, but I am very interested in hearing other viewpoints or counterarguments. I am at least staying calm until the April update.·21 t sittenNB: If we assume 75–100 MNOK in ARR (asthma + early COPD) and use moderate multiples of 6–8x, this gives a valuation of approx. 450–800 mill. kroner (corresponds to approximately 15–25 kr per share). If the case develops further with parallel rollout, multiple pathways and a clear platform, it is not uncommon for multiples of 8–12x ARR. This corresponds to approx. 600 mill. – 1.2 bn. in mcap (approximately 20–40 kr per share). The point is that 500–700 mill. is not a ceiling, but a conservative level based on moderate multiples. The upside is that the multiple can increase if structure and scale are confirmed. Any thoughts on this?·44 min sittenWill probably just have to wait and see what the agreement entails. As soon as we get some figures on what ARR the company can expect after full rollout, there will likely be a repricing that reflects this. Until then, it's not easy to predict the upside.
- ·1 päivä sittenNow in April, Induct can be admitted to RTP, which could be a gamechanger for Induct. That the share price is as it is today is a mystery. Future potential will grow stronger and stronger when Induct joins the good company.
- ·3 päivää sittenHave people given up?
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 800 | - | - | ||
| 7 888 | - | - | ||
| 2 205 | - | - | ||
| 4 076 | - | - |
Välittäjätilasto
Dataa ei löytynyt