2025 Q3 -tulosraportti
Vain PDF
31 päivää sitten
Tarjoustasot
First North Sweden
Määrä
Osto
3 812
Myynti
Määrä
3 835
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
76,15VWAP
Alin
73,7VaihtoMäärä
18,4 244 925
VWAP
Ylin
76,15Alin
73,7VaihtoMäärä
18,4 244 925
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 25.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 27.8. | |
| 2025 Q1 -tulosraportti | 13.5. | |
| 2024 Q4 -tulosraportti | 18.2. | |
| 2024 Q3 -tulosraportti | 14.11.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·8.12.How do you assess the news that Smarteye is considering issuing senior unsecured bonds for 300 million? They then need to borrow money on the capital market to issue these bonds, and the proceeds can be used as a liquidity buffer, which should be good, to avoid a potential new share issue before Smarteye becomes cash flow positive.
·3 päivää sittenSo, the bond issuance is finalized. Well, how should one assess this? The positive thing is that Smart Eye avoids a new share issue, which protects shareholders from dilution. But oh, the interest rate was very high though! This should signal uncertainty. It will be very interesting tomorrow how the market reacts to this.·2 päivää sittenWith today's STIBOR at 1.9 %, the issuance corresponds to an interest rate of 8.9 %. Significantly less than the current credit, with 13.5% interest (18.5% year one). Furthermore, as mentioned, NOW Smarteye is definitely financially secured, until they start generating positive cash flow! There should only be one way for the share price now, and that is upwards!- ·2.12.🤣 I think it's going in a very wrong direction, basically every day. Is it such a big uninteresting case😊
·3 päivää sittenAll relevant quotes from the email exchange 'interrogation' I had on the morning of Dec 4 with Smart Eye's CEO: "Hello I have previously been a shareholder for a longer period in Smart Eye, but not since May 2025, partly because I have not seen any official announcement that Smart Eye has also cleared the homologation process with respect to OEM customers' passenger car models' DMS from Smart Eye in accordance with the EU law on mandatory eyetracking-based DMS in all new cars from July 7, 2026 sold in the EU. However, it has apparently been officially communicated in a PM by Smart Eye with respect to at least one customer's vehicle intended for commercial traffic with buses, that successful homologation was carried out. Can you comment in an email reply if Smart Eye has already cleared this also for all passenger car models you have design wins in with guided production from now until 2026 in the first instance, i.e., as I have understood, guided an additional 40-50 models into production in Q4 2025? Are there any models with design wins regarding those in guided production where the homologation process for Smart Eye's DMS has not yet BEEN successfully cleared? Has it happened before that precisely this has contributed to lowered guidance from 120 models additionally in production during 2025 by approx. 33 - 42% to now only 70-80 total during 2025? If Smart Eye HAS already cleared all of this, why have you not already communicated it to the stock market (as far as I myself have been able to see so far)? Are you just modest?" First reply from M K: "Of course, we don't waste press releases on something as trivial as homologation; it would be odd if we didn't pass it. In the case of the bus manufacturer, we were approved to publish their name, and then we took the opportunity to mention the homologation." My first follow-up question: "Thanks for the quick reply, but why more precisely explained has Smart Eye lowered guidance by approx. 33-42%? That is a lot and has delayed cash flow break-even by well over a year?" Next reply from Martin Krantz: "If you mean the forecast in connection with the rights issue 2023? There have been many delays in the automotive industry since then. The automotive industry is cyclical, and right now the curves are pointing down." Whereupon I followed up again: " I meant the guidance that applied to Q1 2024." Then M K replied: "Then we guided the same about cash flow, if I remember correctly. But in 2023 in connection with the rights issue, we were more positive. Hence the cost-saving programs." Then a new email reply quickly came from M K: "But if we are to be honest here, you will probably just try to turn what we write about into something negative on your blog. Good luck with your investment in Tobii, I know the founders well, they are skilled." I followed up yet again: "But wasn't the BMW loss also significantly affected when Q1-Q3 in Automotive went relatively sluggishly with very sluggish development for Redeye and us shareholders compared to Q4 2023, when the guidance, for example, was that cash flow break-even would be reached around Q2 2024? Did you/Smart Eye know about the BMW loss then, which Redeye, for example, later referred to as a contributing explanation?" I sent yet another email thereafter: "It was also talked about Q3 2024 for cash flow break-even, but WHEN did you/Smart Eye know that it was Xperi's Autosense (now Tobii-owned) and Seeing Machines that became suppliers to BMW for OMS and DMS respectively from approx. 2021-2022? You have, by the way, indirectly confirmed at Smart Eye's latest reporting occasion that Tobii is now the supplier with their SCDO (DMS + OMS with only one camera). It is interesting to know that." After that, no further reply came from Smart Eye's CEO Martin Krantz this time :-)
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 ja analyysit
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
31 päivää sitten
Uutiset ja analyysit
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
- ·8.12.How do you assess the news that Smarteye is considering issuing senior unsecured bonds for 300 million? They then need to borrow money on the capital market to issue these bonds, and the proceeds can be used as a liquidity buffer, which should be good, to avoid a potential new share issue before Smarteye becomes cash flow positive.·3 päivää sittenSo, the bond issuance is finalized. Well, how should one assess this? The positive thing is that Smart Eye avoids a new share issue, which protects shareholders from dilution. But oh, the interest rate was very high though! This should signal uncertainty. It will be very interesting tomorrow how the market reacts to this.·2 päivää sittenWith today's STIBOR at 1.9 %, the issuance corresponds to an interest rate of 8.9 %. Significantly less than the current credit, with 13.5% interest (18.5% year one). Furthermore, as mentioned, NOW Smarteye is definitely financially secured, until they start generating positive cash flow! There should only be one way for the share price now, and that is upwards!
- ·2.12.🤣 I think it's going in a very wrong direction, basically every day. Is it such a big uninteresting case😊·3 päivää sittenAll relevant quotes from the email exchange 'interrogation' I had on the morning of Dec 4 with Smart Eye's CEO: "Hello I have previously been a shareholder for a longer period in Smart Eye, but not since May 2025, partly because I have not seen any official announcement that Smart Eye has also cleared the homologation process with respect to OEM customers' passenger car models' DMS from Smart Eye in accordance with the EU law on mandatory eyetracking-based DMS in all new cars from July 7, 2026 sold in the EU. However, it has apparently been officially communicated in a PM by Smart Eye with respect to at least one customer's vehicle intended for commercial traffic with buses, that successful homologation was carried out. Can you comment in an email reply if Smart Eye has already cleared this also for all passenger car models you have design wins in with guided production from now until 2026 in the first instance, i.e., as I have understood, guided an additional 40-50 models into production in Q4 2025? Are there any models with design wins regarding those in guided production where the homologation process for Smart Eye's DMS has not yet BEEN successfully cleared? Has it happened before that precisely this has contributed to lowered guidance from 120 models additionally in production during 2025 by approx. 33 - 42% to now only 70-80 total during 2025? If Smart Eye HAS already cleared all of this, why have you not already communicated it to the stock market (as far as I myself have been able to see so far)? Are you just modest?" First reply from M K: "Of course, we don't waste press releases on something as trivial as homologation; it would be odd if we didn't pass it. In the case of the bus manufacturer, we were approved to publish their name, and then we took the opportunity to mention the homologation." My first follow-up question: "Thanks for the quick reply, but why more precisely explained has Smart Eye lowered guidance by approx. 33-42%? That is a lot and has delayed cash flow break-even by well over a year?" Next reply from Martin Krantz: "If you mean the forecast in connection with the rights issue 2023? There have been many delays in the automotive industry since then. The automotive industry is cyclical, and right now the curves are pointing down." Whereupon I followed up again: " I meant the guidance that applied to Q1 2024." Then M K replied: "Then we guided the same about cash flow, if I remember correctly. But in 2023 in connection with the rights issue, we were more positive. Hence the cost-saving programs." Then a new email reply quickly came from M K: "But if we are to be honest here, you will probably just try to turn what we write about into something negative on your blog. Good luck with your investment in Tobii, I know the founders well, they are skilled." I followed up yet again: "But wasn't the BMW loss also significantly affected when Q1-Q3 in Automotive went relatively sluggishly with very sluggish development for Redeye and us shareholders compared to Q4 2023, when the guidance, for example, was that cash flow break-even would be reached around Q2 2024? Did you/Smart Eye know about the BMW loss then, which Redeye, for example, later referred to as a contributing explanation?" I sent yet another email thereafter: "It was also talked about Q3 2024 for cash flow break-even, but WHEN did you/Smart Eye know that it was Xperi's Autosense (now Tobii-owned) and Seeing Machines that became suppliers to BMW for OMS and DMS respectively from approx. 2021-2022? You have, by the way, indirectly confirmed at Smart Eye's latest reporting occasion that Tobii is now the supplier with their SCDO (DMS + OMS with only one camera). It is interesting to know that." After that, no further reply came from Smart Eye's CEO Martin Krantz this time :-)
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
First North Sweden
Määrä
Osto
3 812
Myynti
Määrä
3 835
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
76,15VWAP
Alin
73,7VaihtoMäärä
18,4 244 925
VWAP
Ylin
76,15Alin
73,7VaihtoMäärä
18,4 244 925
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 25.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 27.8. | |
| 2025 Q1 -tulosraportti | 13.5. | |
| 2024 Q4 -tulosraportti | 18.2. | |
| 2024 Q3 -tulosraportti | 14.11.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
Vain PDF
31 päivää sitten
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 25.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 27.8. | |
| 2025 Q1 -tulosraportti | 13.5. | |
| 2024 Q4 -tulosraportti | 18.2. | |
| 2024 Q3 -tulosraportti | 14.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8.12.How do you assess the news that Smarteye is considering issuing senior unsecured bonds for 300 million? They then need to borrow money on the capital market to issue these bonds, and the proceeds can be used as a liquidity buffer, which should be good, to avoid a potential new share issue before Smarteye becomes cash flow positive.·3 päivää sittenSo, the bond issuance is finalized. Well, how should one assess this? The positive thing is that Smart Eye avoids a new share issue, which protects shareholders from dilution. But oh, the interest rate was very high though! This should signal uncertainty. It will be very interesting tomorrow how the market reacts to this.·2 päivää sittenWith today's STIBOR at 1.9 %, the issuance corresponds to an interest rate of 8.9 %. Significantly less than the current credit, with 13.5% interest (18.5% year one). Furthermore, as mentioned, NOW Smarteye is definitely financially secured, until they start generating positive cash flow! There should only be one way for the share price now, and that is upwards!
- ·2.12.🤣 I think it's going in a very wrong direction, basically every day. Is it such a big uninteresting case😊·3 päivää sittenAll relevant quotes from the email exchange 'interrogation' I had on the morning of Dec 4 with Smart Eye's CEO: "Hello I have previously been a shareholder for a longer period in Smart Eye, but not since May 2025, partly because I have not seen any official announcement that Smart Eye has also cleared the homologation process with respect to OEM customers' passenger car models' DMS from Smart Eye in accordance with the EU law on mandatory eyetracking-based DMS in all new cars from July 7, 2026 sold in the EU. However, it has apparently been officially communicated in a PM by Smart Eye with respect to at least one customer's vehicle intended for commercial traffic with buses, that successful homologation was carried out. Can you comment in an email reply if Smart Eye has already cleared this also for all passenger car models you have design wins in with guided production from now until 2026 in the first instance, i.e., as I have understood, guided an additional 40-50 models into production in Q4 2025? Are there any models with design wins regarding those in guided production where the homologation process for Smart Eye's DMS has not yet BEEN successfully cleared? Has it happened before that precisely this has contributed to lowered guidance from 120 models additionally in production during 2025 by approx. 33 - 42% to now only 70-80 total during 2025? If Smart Eye HAS already cleared all of this, why have you not already communicated it to the stock market (as far as I myself have been able to see so far)? Are you just modest?" First reply from M K: "Of course, we don't waste press releases on something as trivial as homologation; it would be odd if we didn't pass it. In the case of the bus manufacturer, we were approved to publish their name, and then we took the opportunity to mention the homologation." My first follow-up question: "Thanks for the quick reply, but why more precisely explained has Smart Eye lowered guidance by approx. 33-42%? That is a lot and has delayed cash flow break-even by well over a year?" Next reply from Martin Krantz: "If you mean the forecast in connection with the rights issue 2023? There have been many delays in the automotive industry since then. The automotive industry is cyclical, and right now the curves are pointing down." Whereupon I followed up again: " I meant the guidance that applied to Q1 2024." Then M K replied: "Then we guided the same about cash flow, if I remember correctly. But in 2023 in connection with the rights issue, we were more positive. Hence the cost-saving programs." Then a new email reply quickly came from M K: "But if we are to be honest here, you will probably just try to turn what we write about into something negative on your blog. Good luck with your investment in Tobii, I know the founders well, they are skilled." I followed up yet again: "But wasn't the BMW loss also significantly affected when Q1-Q3 in Automotive went relatively sluggishly with very sluggish development for Redeye and us shareholders compared to Q4 2023, when the guidance, for example, was that cash flow break-even would be reached around Q2 2024? Did you/Smart Eye know about the BMW loss then, which Redeye, for example, later referred to as a contributing explanation?" I sent yet another email thereafter: "It was also talked about Q3 2024 for cash flow break-even, but WHEN did you/Smart Eye know that it was Xperi's Autosense (now Tobii-owned) and Seeing Machines that became suppliers to BMW for OMS and DMS respectively from approx. 2021-2022? You have, by the way, indirectly confirmed at Smart Eye's latest reporting occasion that Tobii is now the supplier with their SCDO (DMS + OMS with only one camera). It is interesting to know that." After that, no further reply came from Smart Eye's CEO Martin Krantz this time :-)
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
First North Sweden
Määrä
Osto
3 812
Myynti
Määrä
3 835
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
76,15VWAP
Alin
73,7VaihtoMäärä
18,4 244 925
VWAP
Ylin
76,15Alin
73,7VaihtoMäärä
18,4 244 925
Välittäjätilasto
Dataa ei löytynyt