2025 Q3 -tulosraportti
60 päivää sitten54 min
Tarjoustasot
First North Sweden
Määrä
Osto
18 161
Myynti
Määrä
35 716
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 815 | - | - | ||
| 10 000 | - | - | ||
| 1 839 | - | - | ||
| 33 106 | - | - | ||
| 23 894 | - | - |
Ylin
0,12VWAP
Alin
0,11VaihtoMäärä
0,1 457 715
VWAP
Ylin
0,12Alin
0,11VaihtoMäärä
0,1 457 715
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 12.11.2025 | |
| 2025 Q2 -tulosraportti | 12.8.2025 | |
| 2025 Q1 -tulosraportti | 13.5.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Datan lähde: Quartr, FactSet
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·17.12.2025Q4 expectations and an estimate of a fair price when the market wakes up to Divio. The expectation is attached as an image and only adds the 700,000 extra, which will probably mean that Divio for the first time will be as close to cashflow positive as it almost can be. It also means that it is probably the last quarter where they do not make money and that we can therefore look forward to a 2026 that is both EBITDA positive and cashflow positive all the way through. Note that a significant amount will be received for the settlement of the fidelity contract for 2026. And which, by the way, must be renegotiated before the expiry of 2026, where I hope Divio can secure a slightly better contract. Fair value right now it trades at a multiple of 1.3x in relation to revenue for Q4 up against Market value. If we look at other cloud companies or small growth companies in IT, it should be somewhat higher and preferably between 4-8x of revenue now that they become cashflow positive. So much is happening right now, and I believe that 2026 will be a good year. However, I also said that about 2025, which never really got started. And yet, I think their strategy has been well expressed. Merry Christmas. 🎄
2 päivää sitten2 päivää sittenI hope you're right about that. My "obsession" with looking for- and discussing potential problems is probably a telltale sign that I'm overly exposed in this. I elected to average down quite a lot, even after losing the majortiy of my initial optimism. The decision and the risks were/are my own, but it was made in large part on the premise of JL's guidance: his communicated "absolute certainty" around the pipeline-contracts and brighter days. I don't trust him, his judgement, or his communication. So I want less of "confidence-man", more transparency/ communication, and execution in line with how he/they level-set for our expectations. I'll keep digging, asking and looking for problems until we get it. Ask any seasoned business executive about how to handle people you don't trust in your team, and the answer is usually as blunt as it is simple: Don't have them in your team. I think the agency-strategy will work, and if Fidelity do sign- as we probably should expect as the most likely outcome- then we'll be good. My more than slight "what if-objection" to that outcome is, I suppose, that Fidelity must have had some risk-assessment and contingency plans in place for their dependancy on a small tech company that might not make it, on/after their last renewal. Couple that with what must have been a longer "to-do-list", a more hectic juggling of priorities for both C-suite, and the technical team, and the consequential decrease in capacity for "manual service" for Fidelity.. The risk of discontinued collaboration may or may not be ehanced.- 12.12.202512.12.2025"♫ Good tidings we bring to you and your kin..." That's Q4 25 and Q1 26 with positive EBITDA thanks to contract expansions with Roche. I heard the market likes consecutive quarters of positive numbers :)
·3.12.2025 · MuokattuI saw this post about Divio on Reddit in a stock forum and think it's a good summary for the investment case. https://www.reddit.com/r/ValueInvesting/s/sDg3x6u8xQ ======================================== "Divio Technologies AB ($DIVIO) – Deeply Undervalued SaaS Pivoting Into a Scalable Agency-Driven Growth Engine I’ve been digging into a small Swedish SaaS company called Divio Technologies AB and the latest Q3 2025 report caught my eye. The market is completely ignoring what looks like a major turnaround story with asymmetric upside. Here’s the breakdown. ==================== Explosive Revenue Growth ==================== Divio just reported: * +52% net sales growth in Q3 * +64% growth YTD * Subscription revenue +22% * Professional services revenue +630% The key detail: the services revenue is recurring in practice. Many customers use Divio for ongoing operational and infrastructure work, which behaves like MRR even if it’s not labeled that way. If you treat those recurring services as functional MRR, Divio’s ARR jumps to ~$3.0–3.3M. ================== EBITDA Turned Positive ================== For the first time, Divio delivered positive EBITDA for both Q3 and YTD. They also completed a SEK 9.6M raise earlier in the quarter, pushing cash to SEK 8.3M. Burn rate is now small enough that modest MRR expansion could push the company to cash-flow neutrality. This is not a distressed tech company anymore. It’s an operationally cleaned-up, near-breakeven SaaS platform. ===================================== The Agency Strategy = The Hidden Growth Trigger ===================================== This is the most important part of the story. Divio shifted its sales model to target digital agencies, which often lack internal devops capacity but serve large portfolios of clients. Agencies start by testing the platform, then using it internally, then onboarding *their* client projects. Multiplying effect. Active agencies jumped from 12 → 44 in a short time. Two agencies are already discussing Enterprise plans (~$3,200 MRR each). Once even a fraction of these agencies start deploying client workloads, MRR could start rising in large steps. This is a classic early-pipeline → delayed-MRR flywheel, similar to what many successful SaaS channel models have gone through. The market isn’t pricing this in at all. =================== Valuation Is Absurdly Low =================== Market cap: ~$4.7M Adjusted ARR: ~$3.0–3.3M So the company trades at ~1.4–1.6× ARR, which is unheard of for a SaaS firm with: * positive EBITDA * 1.7% churn * strong growth * expanding partner network * improving cash flow =========== Key Bull Points =========== * Major revenue growth across all segments * EBITDA already positive * Agency strategy scaling very quickly * Low churn and sticky customer base * Recurring services not priced in * Very low valuation multiple * Material upside if even a few agencies convert to Enterprise or onboard client portfolios ===== TL;DR ===== Divio looks like a classic early-turnaround SaaS play: strong revenue acceleration, improving margins, new scalable sales strategy, and a valuation that reflects only past underperformance - not current momentum. If the agency flywheel clicks, the upside could be significant."·5.12.2025Very good and precise analysis. And then there is no mention at all of the 700.000 that have come in here at the end of the year which in my opinion will make Divio for q4 very close to being cashflow positive. We can simply be glad that we can still buy cheap shares and laugh at those who sell. 2026 will truly be a very interesting year for Divio.- ·14.11.2025Some reflections on the latest Q3, I just feel confirmed in a company that is very close to breaking through to the market. It may be that not much has happened lately, but still. …. With the latest contract, I read it as if they will almost become EBIT neutral here in Q4. (Provided no other orders come in) And now the 700.000 are not measured as MRR, but if they were, it would mean an MRR increase of 38k usd. ! I think that's great I have a strong expectation that they will grow more in the next couple of quarters than they have in the last couple.·14.11.2025Agreed. It would be nice with continuous growth in small steps via the "agency model" combined with occasional larger orders per year. We'll see. Looks positive and stable for the company now going forward. I especially like that they have now grown with reduced cost and that they are estimated to be able to scale forward without too much in increased costs. I still have a hope for previously communicated potential one to two orders that seem to be slipping, but I perceived that JL toned it down a bit now during the presentation/report.
- 12.11.2025 · Muokattu12.11.2025 · MuokattuBest presentation they've had, hands down. I've been increasingly skeptical and distrustful of communication, but am back on board. Financial developments not so interesting for Q3, but prospects are looking brighter, and company is sooo close to turning that essential corner. Launching up a new metric for me- RI, "recurring investments". I'll keep adding.12.11.2025 · Muokattu12.11.2025 · MuokattuAlso, not really opposed to making Koresar a permanent addition to the team. I enjoyed his clarifications, and liked his engagement and enthusiasm for the project. He also left a sinking ship, flexion mobile, well ahead of when the shit hit the fan. Adding him as a CFO would clear up a seat on the board, where they could hopefully add someone with high level insight in the cloud space. (I currently think they are somewhat lacking.) Also, the two of them have nearly identical shirts on their profile pictures. Which is a nice quirk. (Meant to be?)12.11.202512.11.2025Hope it happens like that. And maybe get one of the Wagtail-guys for the board position.
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.
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2025 Q3 -tulosraportti
60 päivää sitten54 min
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.
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- ·17.12.2025Q4 expectations and an estimate of a fair price when the market wakes up to Divio. The expectation is attached as an image and only adds the 700,000 extra, which will probably mean that Divio for the first time will be as close to cashflow positive as it almost can be. It also means that it is probably the last quarter where they do not make money and that we can therefore look forward to a 2026 that is both EBITDA positive and cashflow positive all the way through. Note that a significant amount will be received for the settlement of the fidelity contract for 2026. And which, by the way, must be renegotiated before the expiry of 2026, where I hope Divio can secure a slightly better contract. Fair value right now it trades at a multiple of 1.3x in relation to revenue for Q4 up against Market value. If we look at other cloud companies or small growth companies in IT, it should be somewhat higher and preferably between 4-8x of revenue now that they become cashflow positive. So much is happening right now, and I believe that 2026 will be a good year. However, I also said that about 2025, which never really got started. And yet, I think their strategy has been well expressed. Merry Christmas. 🎄2 päivää sitten2 päivää sittenI hope you're right about that. My "obsession" with looking for- and discussing potential problems is probably a telltale sign that I'm overly exposed in this. I elected to average down quite a lot, even after losing the majortiy of my initial optimism. The decision and the risks were/are my own, but it was made in large part on the premise of JL's guidance: his communicated "absolute certainty" around the pipeline-contracts and brighter days. I don't trust him, his judgement, or his communication. So I want less of "confidence-man", more transparency/ communication, and execution in line with how he/they level-set for our expectations. I'll keep digging, asking and looking for problems until we get it. Ask any seasoned business executive about how to handle people you don't trust in your team, and the answer is usually as blunt as it is simple: Don't have them in your team. I think the agency-strategy will work, and if Fidelity do sign- as we probably should expect as the most likely outcome- then we'll be good. My more than slight "what if-objection" to that outcome is, I suppose, that Fidelity must have had some risk-assessment and contingency plans in place for their dependancy on a small tech company that might not make it, on/after their last renewal. Couple that with what must have been a longer "to-do-list", a more hectic juggling of priorities for both C-suite, and the technical team, and the consequential decrease in capacity for "manual service" for Fidelity.. The risk of discontinued collaboration may or may not be ehanced.
- 12.12.202512.12.2025"♫ Good tidings we bring to you and your kin..." That's Q4 25 and Q1 26 with positive EBITDA thanks to contract expansions with Roche. I heard the market likes consecutive quarters of positive numbers :)
- ·3.12.2025 · MuokattuI saw this post about Divio on Reddit in a stock forum and think it's a good summary for the investment case. https://www.reddit.com/r/ValueInvesting/s/sDg3x6u8xQ ======================================== "Divio Technologies AB ($DIVIO) – Deeply Undervalued SaaS Pivoting Into a Scalable Agency-Driven Growth Engine I’ve been digging into a small Swedish SaaS company called Divio Technologies AB and the latest Q3 2025 report caught my eye. The market is completely ignoring what looks like a major turnaround story with asymmetric upside. Here’s the breakdown. ==================== Explosive Revenue Growth ==================== Divio just reported: * +52% net sales growth in Q3 * +64% growth YTD * Subscription revenue +22% * Professional services revenue +630% The key detail: the services revenue is recurring in practice. Many customers use Divio for ongoing operational and infrastructure work, which behaves like MRR even if it’s not labeled that way. If you treat those recurring services as functional MRR, Divio’s ARR jumps to ~$3.0–3.3M. ================== EBITDA Turned Positive ================== For the first time, Divio delivered positive EBITDA for both Q3 and YTD. They also completed a SEK 9.6M raise earlier in the quarter, pushing cash to SEK 8.3M. Burn rate is now small enough that modest MRR expansion could push the company to cash-flow neutrality. This is not a distressed tech company anymore. It’s an operationally cleaned-up, near-breakeven SaaS platform. ===================================== The Agency Strategy = The Hidden Growth Trigger ===================================== This is the most important part of the story. Divio shifted its sales model to target digital agencies, which often lack internal devops capacity but serve large portfolios of clients. Agencies start by testing the platform, then using it internally, then onboarding *their* client projects. Multiplying effect. Active agencies jumped from 12 → 44 in a short time. Two agencies are already discussing Enterprise plans (~$3,200 MRR each). Once even a fraction of these agencies start deploying client workloads, MRR could start rising in large steps. This is a classic early-pipeline → delayed-MRR flywheel, similar to what many successful SaaS channel models have gone through. The market isn’t pricing this in at all. =================== Valuation Is Absurdly Low =================== Market cap: ~$4.7M Adjusted ARR: ~$3.0–3.3M So the company trades at ~1.4–1.6× ARR, which is unheard of for a SaaS firm with: * positive EBITDA * 1.7% churn * strong growth * expanding partner network * improving cash flow =========== Key Bull Points =========== * Major revenue growth across all segments * EBITDA already positive * Agency strategy scaling very quickly * Low churn and sticky customer base * Recurring services not priced in * Very low valuation multiple * Material upside if even a few agencies convert to Enterprise or onboard client portfolios ===== TL;DR ===== Divio looks like a classic early-turnaround SaaS play: strong revenue acceleration, improving margins, new scalable sales strategy, and a valuation that reflects only past underperformance - not current momentum. If the agency flywheel clicks, the upside could be significant."·5.12.2025Very good and precise analysis. And then there is no mention at all of the 700.000 that have come in here at the end of the year which in my opinion will make Divio for q4 very close to being cashflow positive. We can simply be glad that we can still buy cheap shares and laugh at those who sell. 2026 will truly be a very interesting year for Divio.
- ·14.11.2025Some reflections on the latest Q3, I just feel confirmed in a company that is very close to breaking through to the market. It may be that not much has happened lately, but still. …. With the latest contract, I read it as if they will almost become EBIT neutral here in Q4. (Provided no other orders come in) And now the 700.000 are not measured as MRR, but if they were, it would mean an MRR increase of 38k usd. ! I think that's great I have a strong expectation that they will grow more in the next couple of quarters than they have in the last couple.·14.11.2025Agreed. It would be nice with continuous growth in small steps via the "agency model" combined with occasional larger orders per year. We'll see. Looks positive and stable for the company now going forward. I especially like that they have now grown with reduced cost and that they are estimated to be able to scale forward without too much in increased costs. I still have a hope for previously communicated potential one to two orders that seem to be slipping, but I perceived that JL toned it down a bit now during the presentation/report.
- 12.11.2025 · Muokattu12.11.2025 · MuokattuBest presentation they've had, hands down. I've been increasingly skeptical and distrustful of communication, but am back on board. Financial developments not so interesting for Q3, but prospects are looking brighter, and company is sooo close to turning that essential corner. Launching up a new metric for me- RI, "recurring investments". I'll keep adding.12.11.2025 · Muokattu12.11.2025 · MuokattuAlso, not really opposed to making Koresar a permanent addition to the team. I enjoyed his clarifications, and liked his engagement and enthusiasm for the project. He also left a sinking ship, flexion mobile, well ahead of when the shit hit the fan. Adding him as a CFO would clear up a seat on the board, where they could hopefully add someone with high level insight in the cloud space. (I currently think they are somewhat lacking.) Also, the two of them have nearly identical shirts on their profile pictures. Which is a nice quirk. (Meant to be?)12.11.202512.11.2025Hope it happens like that. And maybe get one of the Wagtail-guys for the board position.
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
18 161
Myynti
Määrä
35 716
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 815 | - | - | ||
| 10 000 | - | - | ||
| 1 839 | - | - | ||
| 33 106 | - | - | ||
| 23 894 | - | - |
Ylin
0,12VWAP
Alin
0,11VaihtoMäärä
0,1 457 715
VWAP
Ylin
0,12Alin
0,11VaihtoMäärä
0,1 457 715
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 12.11.2025 | |
| 2025 Q2 -tulosraportti | 12.8.2025 | |
| 2025 Q1 -tulosraportti | 13.5.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
60 päivää sitten54 min
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 12.11.2025 | |
| 2025 Q2 -tulosraportti | 12.8.2025 | |
| 2025 Q1 -tulosraportti | 13.5.2025 | |
| 2024 Q4 -tulosraportti | 13.2.2025 | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·17.12.2025Q4 expectations and an estimate of a fair price when the market wakes up to Divio. The expectation is attached as an image and only adds the 700,000 extra, which will probably mean that Divio for the first time will be as close to cashflow positive as it almost can be. It also means that it is probably the last quarter where they do not make money and that we can therefore look forward to a 2026 that is both EBITDA positive and cashflow positive all the way through. Note that a significant amount will be received for the settlement of the fidelity contract for 2026. And which, by the way, must be renegotiated before the expiry of 2026, where I hope Divio can secure a slightly better contract. Fair value right now it trades at a multiple of 1.3x in relation to revenue for Q4 up against Market value. If we look at other cloud companies or small growth companies in IT, it should be somewhat higher and preferably between 4-8x of revenue now that they become cashflow positive. So much is happening right now, and I believe that 2026 will be a good year. However, I also said that about 2025, which never really got started. And yet, I think their strategy has been well expressed. Merry Christmas. 🎄2 päivää sitten2 päivää sittenI hope you're right about that. My "obsession" with looking for- and discussing potential problems is probably a telltale sign that I'm overly exposed in this. I elected to average down quite a lot, even after losing the majortiy of my initial optimism. The decision and the risks were/are my own, but it was made in large part on the premise of JL's guidance: his communicated "absolute certainty" around the pipeline-contracts and brighter days. I don't trust him, his judgement, or his communication. So I want less of "confidence-man", more transparency/ communication, and execution in line with how he/they level-set for our expectations. I'll keep digging, asking and looking for problems until we get it. Ask any seasoned business executive about how to handle people you don't trust in your team, and the answer is usually as blunt as it is simple: Don't have them in your team. I think the agency-strategy will work, and if Fidelity do sign- as we probably should expect as the most likely outcome- then we'll be good. My more than slight "what if-objection" to that outcome is, I suppose, that Fidelity must have had some risk-assessment and contingency plans in place for their dependancy on a small tech company that might not make it, on/after their last renewal. Couple that with what must have been a longer "to-do-list", a more hectic juggling of priorities for both C-suite, and the technical team, and the consequential decrease in capacity for "manual service" for Fidelity.. The risk of discontinued collaboration may or may not be ehanced.
- 12.12.202512.12.2025"♫ Good tidings we bring to you and your kin..." That's Q4 25 and Q1 26 with positive EBITDA thanks to contract expansions with Roche. I heard the market likes consecutive quarters of positive numbers :)
- ·3.12.2025 · MuokattuI saw this post about Divio on Reddit in a stock forum and think it's a good summary for the investment case. https://www.reddit.com/r/ValueInvesting/s/sDg3x6u8xQ ======================================== "Divio Technologies AB ($DIVIO) – Deeply Undervalued SaaS Pivoting Into a Scalable Agency-Driven Growth Engine I’ve been digging into a small Swedish SaaS company called Divio Technologies AB and the latest Q3 2025 report caught my eye. The market is completely ignoring what looks like a major turnaround story with asymmetric upside. Here’s the breakdown. ==================== Explosive Revenue Growth ==================== Divio just reported: * +52% net sales growth in Q3 * +64% growth YTD * Subscription revenue +22% * Professional services revenue +630% The key detail: the services revenue is recurring in practice. Many customers use Divio for ongoing operational and infrastructure work, which behaves like MRR even if it’s not labeled that way. If you treat those recurring services as functional MRR, Divio’s ARR jumps to ~$3.0–3.3M. ================== EBITDA Turned Positive ================== For the first time, Divio delivered positive EBITDA for both Q3 and YTD. They also completed a SEK 9.6M raise earlier in the quarter, pushing cash to SEK 8.3M. Burn rate is now small enough that modest MRR expansion could push the company to cash-flow neutrality. This is not a distressed tech company anymore. It’s an operationally cleaned-up, near-breakeven SaaS platform. ===================================== The Agency Strategy = The Hidden Growth Trigger ===================================== This is the most important part of the story. Divio shifted its sales model to target digital agencies, which often lack internal devops capacity but serve large portfolios of clients. Agencies start by testing the platform, then using it internally, then onboarding *their* client projects. Multiplying effect. Active agencies jumped from 12 → 44 in a short time. Two agencies are already discussing Enterprise plans (~$3,200 MRR each). Once even a fraction of these agencies start deploying client workloads, MRR could start rising in large steps. This is a classic early-pipeline → delayed-MRR flywheel, similar to what many successful SaaS channel models have gone through. The market isn’t pricing this in at all. =================== Valuation Is Absurdly Low =================== Market cap: ~$4.7M Adjusted ARR: ~$3.0–3.3M So the company trades at ~1.4–1.6× ARR, which is unheard of for a SaaS firm with: * positive EBITDA * 1.7% churn * strong growth * expanding partner network * improving cash flow =========== Key Bull Points =========== * Major revenue growth across all segments * EBITDA already positive * Agency strategy scaling very quickly * Low churn and sticky customer base * Recurring services not priced in * Very low valuation multiple * Material upside if even a few agencies convert to Enterprise or onboard client portfolios ===== TL;DR ===== Divio looks like a classic early-turnaround SaaS play: strong revenue acceleration, improving margins, new scalable sales strategy, and a valuation that reflects only past underperformance - not current momentum. If the agency flywheel clicks, the upside could be significant."·5.12.2025Very good and precise analysis. And then there is no mention at all of the 700.000 that have come in here at the end of the year which in my opinion will make Divio for q4 very close to being cashflow positive. We can simply be glad that we can still buy cheap shares and laugh at those who sell. 2026 will truly be a very interesting year for Divio.
- ·14.11.2025Some reflections on the latest Q3, I just feel confirmed in a company that is very close to breaking through to the market. It may be that not much has happened lately, but still. …. With the latest contract, I read it as if they will almost become EBIT neutral here in Q4. (Provided no other orders come in) And now the 700.000 are not measured as MRR, but if they were, it would mean an MRR increase of 38k usd. ! I think that's great I have a strong expectation that they will grow more in the next couple of quarters than they have in the last couple.·14.11.2025Agreed. It would be nice with continuous growth in small steps via the "agency model" combined with occasional larger orders per year. We'll see. Looks positive and stable for the company now going forward. I especially like that they have now grown with reduced cost and that they are estimated to be able to scale forward without too much in increased costs. I still have a hope for previously communicated potential one to two orders that seem to be slipping, but I perceived that JL toned it down a bit now during the presentation/report.
- 12.11.2025 · Muokattu12.11.2025 · MuokattuBest presentation they've had, hands down. I've been increasingly skeptical and distrustful of communication, but am back on board. Financial developments not so interesting for Q3, but prospects are looking brighter, and company is sooo close to turning that essential corner. Launching up a new metric for me- RI, "recurring investments". I'll keep adding.12.11.2025 · Muokattu12.11.2025 · MuokattuAlso, not really opposed to making Koresar a permanent addition to the team. I enjoyed his clarifications, and liked his engagement and enthusiasm for the project. He also left a sinking ship, flexion mobile, well ahead of when the shit hit the fan. Adding him as a CFO would clear up a seat on the board, where they could hopefully add someone with high level insight in the cloud space. (I currently think they are somewhat lacking.) Also, the two of them have nearly identical shirts on their profile pictures. Which is a nice quirk. (Meant to be?)12.11.202512.11.2025Hope it happens like that. And maybe get one of the Wagtail-guys for the board position.
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Tarjoustasot
First North Sweden
Määrä
Osto
18 161
Myynti
Määrä
35 716
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 815 | - | - | ||
| 10 000 | - | - | ||
| 1 839 | - | - | ||
| 33 106 | - | - | ||
| 23 894 | - | - |
Ylin
0,12VWAP
Alin
0,11VaihtoMäärä
0,1 457 715
VWAP
Ylin
0,12Alin
0,11VaihtoMäärä
0,1 457 715
Välittäjätilasto
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