Q2-osavuosiraportti
86 päivää sitten‧42 min
Tarjoustasot
First North Sweden
Määrä
Osto
49 684
Myynti
Määrä
9 717
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 66 381 | - | - | ||
| 9 614 | - | - | ||
| 15 635 | - | - | ||
| 18 559 | - | - | ||
| 32 848 | - | - |
Ylin
0,13VWAP
Alin
0,113VaihtoMäärä
0,1 758 980
VWAP
Ylin
0,13Alin
0,113VaihtoMäärä
0,1 758 980
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 758 980 | 758 980 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 758 980 | 758 980 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 12.11. 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 12.8. | |
| 2024 Yhtiökokous | 13.6. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Q4-osavuosiraportti | 13.2. | |
| 2024 Q3-osavuosiraportti | 29.11.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
2 päivää sitten2 päivää sittenThis new deal. Is it a one off or recurring into 2026?
2 päivää sitten2 päivää sittenTo be fair, this kind of expansion to contracts with Roche was announced as expected already shortly after signing the initial deal. And the PR adds that this expansion is still "just the beginning". So while this specific consulting fee might be non-recurring, it likely also signals further contract-expansions to come, possibly both in the form of additional/expanded subscription fees (which would be high-margin MRR), and in the form of more consulting work to come. Thinking on what I've learned about the process, this consulting fee might be tied to helping convert Roche's older software solutions to 12-factor app-compatibility and to create new dockerized versions of that software, in order to onboard those functions to the Divio platform. Based on previous communication about expectations of more business to come from Roche (expectations announced last year), I think this might very likely be the case. So whilst a 700k one-time-fee doesn't impact Divio's economic buoyancy in a meaningful way on it's own, I think this PR can be classed as a signal, not noise. With all my criticism of mgmt. guidance, this is a win to the contrary- where what J.L. said would happen, did happen.10 t sitten10 t sittenProbably overreaching a bit with this speculation. New consulting deal might fold into the already excisting subscription plan of $59k MRR, even if it onboards more of Roche's software to the platform. Should seek clarification on this via the Q3 presentation.
·3 päivää sittenIt won't be long until we investors hopefully learn more about what has happened in the last 3 months! A little about my expectations. I will be disappointed if their MRR remains unchanged (200-210) as that will show that they have not been successful in converting free subscriptions to paid. A moderate outcome is that they have partially succeeded and their MRR is at 220-250. If they have had really good success with the conversion, it can end up at 250-300 MRR. I assume they have not signed any new orders.
·5 t sitten · MuokattuRidiculous volume and levels it's trading at now; unfortunately, one cannot leverage the stock, otherwise I would have speculated and bought more.3 t sitten3 t sittenTempting here too, but I already averaged down for 1/3 more than I initially planned, when the private placement was done. I'm 30% in the red on this and have opportunity cost of 76% from the posistions I sold from-temporarily, I thought- in order to lower my cost here. Suppose what I'm saying is that if you're a "time optimist" going on year 7, and once again making overly confident statements about timelines for not one- but two- contracts- and not for the first time- but for the second time in the course of 7 months, then the "disconnect" you're creating probably needs some adjusting. For me, a leader with that repeated, persistent disconnect also implies someone with an infirm grasp of what they're doing- even if the complexity is high. IMO- and based on the npoor share performance- that clear tendency is very hazardous for investors. I've never CEO'ed anything myself, so I should perhaps be more open to adjusting my views and moderating my criticisms. I'm not critizing just to vent frustration though, but because I think that a marked change is needed for the betterment of the company. If co-localizing with a CFO is done to free up CEO's capacity to address some of these concerns, then that might be "mission accomplished" for me. Also, your posts/feedback is helpful in informing me, even if I haven't adjusted my views significantly yet. So thanks for posting, even when my repetitions on this theme might be annoying. I appreciate you! And I'll go back to shutting up for a bit now.- 17.10. · Muokattu17.10. · MuokattuNice upgrade to the Divio platform functionality: Resource usage optimization and pricing predictability are important themes in cloud computing, because predictability of costs and efficient scaling have proven to be more of a challenge for the industry than what most originally anticipated. https://www.divio.com/blog/more-granular-metrics-for-better-insights/
- 6.10.6.10.Got reply from CEO. Contracts are still in the pipeline. This leadership transition is unrelated.14.10.14.10.I like it! And hope your efforts get rewarded by PR of contracts soon. I think the algo would clog the possibility by posting large blocks for sale at lower prices, capping the upside after dropping price, if it was set on driving a downtrend, so still dunno.
- ·6.10.I interpret it as a strengthening that they want to move the CFO closer to the management. For once I actually think they are doing something strategically correct.6.10.6.10.Agree that the decision likely strengthens leadership, but why do it now? Why not do it 6, 5,4,3,2,1 years ago?
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.
Q2-osavuosiraportti
86 päivää sitten‧42 min
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
- 2 päivää sitten2 päivää sittenThis new deal. Is it a one off or recurring into 2026?2 päivää sitten2 päivää sittenTo be fair, this kind of expansion to contracts with Roche was announced as expected already shortly after signing the initial deal. And the PR adds that this expansion is still "just the beginning". So while this specific consulting fee might be non-recurring, it likely also signals further contract-expansions to come, possibly both in the form of additional/expanded subscription fees (which would be high-margin MRR), and in the form of more consulting work to come. Thinking on what I've learned about the process, this consulting fee might be tied to helping convert Roche's older software solutions to 12-factor app-compatibility and to create new dockerized versions of that software, in order to onboard those functions to the Divio platform. Based on previous communication about expectations of more business to come from Roche (expectations announced last year), I think this might very likely be the case. So whilst a 700k one-time-fee doesn't impact Divio's economic buoyancy in a meaningful way on it's own, I think this PR can be classed as a signal, not noise. With all my criticism of mgmt. guidance, this is a win to the contrary- where what J.L. said would happen, did happen.10 t sitten10 t sittenProbably overreaching a bit with this speculation. New consulting deal might fold into the already excisting subscription plan of $59k MRR, even if it onboards more of Roche's software to the platform. Should seek clarification on this via the Q3 presentation.
- ·3 päivää sittenIt won't be long until we investors hopefully learn more about what has happened in the last 3 months! A little about my expectations. I will be disappointed if their MRR remains unchanged (200-210) as that will show that they have not been successful in converting free subscriptions to paid. A moderate outcome is that they have partially succeeded and their MRR is at 220-250. If they have had really good success with the conversion, it can end up at 250-300 MRR. I assume they have not signed any new orders.·5 t sitten · MuokattuRidiculous volume and levels it's trading at now; unfortunately, one cannot leverage the stock, otherwise I would have speculated and bought more.3 t sitten3 t sittenTempting here too, but I already averaged down for 1/3 more than I initially planned, when the private placement was done. I'm 30% in the red on this and have opportunity cost of 76% from the posistions I sold from-temporarily, I thought- in order to lower my cost here. Suppose what I'm saying is that if you're a "time optimist" going on year 7, and once again making overly confident statements about timelines for not one- but two- contracts- and not for the first time- but for the second time in the course of 7 months, then the "disconnect" you're creating probably needs some adjusting. For me, a leader with that repeated, persistent disconnect also implies someone with an infirm grasp of what they're doing- even if the complexity is high. IMO- and based on the npoor share performance- that clear tendency is very hazardous for investors. I've never CEO'ed anything myself, so I should perhaps be more open to adjusting my views and moderating my criticisms. I'm not critizing just to vent frustration though, but because I think that a marked change is needed for the betterment of the company. If co-localizing with a CFO is done to free up CEO's capacity to address some of these concerns, then that might be "mission accomplished" for me. Also, your posts/feedback is helpful in informing me, even if I haven't adjusted my views significantly yet. So thanks for posting, even when my repetitions on this theme might be annoying. I appreciate you! And I'll go back to shutting up for a bit now.
- 17.10. · Muokattu17.10. · MuokattuNice upgrade to the Divio platform functionality: Resource usage optimization and pricing predictability are important themes in cloud computing, because predictability of costs and efficient scaling have proven to be more of a challenge for the industry than what most originally anticipated. https://www.divio.com/blog/more-granular-metrics-for-better-insights/
- 6.10.6.10.Got reply from CEO. Contracts are still in the pipeline. This leadership transition is unrelated.14.10.14.10.I like it! And hope your efforts get rewarded by PR of contracts soon. I think the algo would clog the possibility by posting large blocks for sale at lower prices, capping the upside after dropping price, if it was set on driving a downtrend, so still dunno.
- ·6.10.I interpret it as a strengthening that they want to move the CFO closer to the management. For once I actually think they are doing something strategically correct.6.10.6.10.Agree that the decision likely strengthens leadership, but why do it now? Why not do it 6, 5,4,3,2,1 years ago?
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
49 684
Myynti
Määrä
9 717
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 66 381 | - | - | ||
| 9 614 | - | - | ||
| 15 635 | - | - | ||
| 18 559 | - | - | ||
| 32 848 | - | - |
Ylin
0,13VWAP
Alin
0,113VaihtoMäärä
0,1 758 980
VWAP
Ylin
0,13Alin
0,113VaihtoMäärä
0,1 758 980
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 758 980 | 758 980 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 758 980 | 758 980 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 12.11. 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 12.8. | |
| 2024 Yhtiökokous | 13.6. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Q4-osavuosiraportti | 13.2. | |
| 2024 Q3-osavuosiraportti | 29.11.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
86 päivää sitten‧42 min
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 Q3-osavuosiraportti | 12.11. 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 12.8. | |
| 2024 Yhtiökokous | 13.6. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Q4-osavuosiraportti | 13.2. | |
| 2024 Q3-osavuosiraportti | 29.11.2024 |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 2 päivää sitten2 päivää sittenThis new deal. Is it a one off or recurring into 2026?2 päivää sitten2 päivää sittenTo be fair, this kind of expansion to contracts with Roche was announced as expected already shortly after signing the initial deal. And the PR adds that this expansion is still "just the beginning". So while this specific consulting fee might be non-recurring, it likely also signals further contract-expansions to come, possibly both in the form of additional/expanded subscription fees (which would be high-margin MRR), and in the form of more consulting work to come. Thinking on what I've learned about the process, this consulting fee might be tied to helping convert Roche's older software solutions to 12-factor app-compatibility and to create new dockerized versions of that software, in order to onboard those functions to the Divio platform. Based on previous communication about expectations of more business to come from Roche (expectations announced last year), I think this might very likely be the case. So whilst a 700k one-time-fee doesn't impact Divio's economic buoyancy in a meaningful way on it's own, I think this PR can be classed as a signal, not noise. With all my criticism of mgmt. guidance, this is a win to the contrary- where what J.L. said would happen, did happen.10 t sitten10 t sittenProbably overreaching a bit with this speculation. New consulting deal might fold into the already excisting subscription plan of $59k MRR, even if it onboards more of Roche's software to the platform. Should seek clarification on this via the Q3 presentation.
- ·3 päivää sittenIt won't be long until we investors hopefully learn more about what has happened in the last 3 months! A little about my expectations. I will be disappointed if their MRR remains unchanged (200-210) as that will show that they have not been successful in converting free subscriptions to paid. A moderate outcome is that they have partially succeeded and their MRR is at 220-250. If they have had really good success with the conversion, it can end up at 250-300 MRR. I assume they have not signed any new orders.·5 t sitten · MuokattuRidiculous volume and levels it's trading at now; unfortunately, one cannot leverage the stock, otherwise I would have speculated and bought more.3 t sitten3 t sittenTempting here too, but I already averaged down for 1/3 more than I initially planned, when the private placement was done. I'm 30% in the red on this and have opportunity cost of 76% from the posistions I sold from-temporarily, I thought- in order to lower my cost here. Suppose what I'm saying is that if you're a "time optimist" going on year 7, and once again making overly confident statements about timelines for not one- but two- contracts- and not for the first time- but for the second time in the course of 7 months, then the "disconnect" you're creating probably needs some adjusting. For me, a leader with that repeated, persistent disconnect also implies someone with an infirm grasp of what they're doing- even if the complexity is high. IMO- and based on the npoor share performance- that clear tendency is very hazardous for investors. I've never CEO'ed anything myself, so I should perhaps be more open to adjusting my views and moderating my criticisms. I'm not critizing just to vent frustration though, but because I think that a marked change is needed for the betterment of the company. If co-localizing with a CFO is done to free up CEO's capacity to address some of these concerns, then that might be "mission accomplished" for me. Also, your posts/feedback is helpful in informing me, even if I haven't adjusted my views significantly yet. So thanks for posting, even when my repetitions on this theme might be annoying. I appreciate you! And I'll go back to shutting up for a bit now.
- 17.10. · Muokattu17.10. · MuokattuNice upgrade to the Divio platform functionality: Resource usage optimization and pricing predictability are important themes in cloud computing, because predictability of costs and efficient scaling have proven to be more of a challenge for the industry than what most originally anticipated. https://www.divio.com/blog/more-granular-metrics-for-better-insights/
- 6.10.6.10.Got reply from CEO. Contracts are still in the pipeline. This leadership transition is unrelated.14.10.14.10.I like it! And hope your efforts get rewarded by PR of contracts soon. I think the algo would clog the possibility by posting large blocks for sale at lower prices, capping the upside after dropping price, if it was set on driving a downtrend, so still dunno.
- ·6.10.I interpret it as a strengthening that they want to move the CFO closer to the management. For once I actually think they are doing something strategically correct.6.10.6.10.Agree that the decision likely strengthens leadership, but why do it now? Why not do it 6, 5,4,3,2,1 years ago?
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
49 684
Myynti
Määrä
9 717
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 66 381 | - | - | ||
| 9 614 | - | - | ||
| 15 635 | - | - | ||
| 18 559 | - | - | ||
| 32 848 | - | - |
Ylin
0,13VWAP
Alin
0,113VaihtoMäärä
0,1 758 980
VWAP
Ylin
0,13Alin
0,113VaihtoMäärä
0,1 758 980
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 758 980 | 758 980 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 758 980 | 758 980 | 0 | 0 |