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Beyond Frames

Ylin-
Alin-
Vaihto-
2026 Q2 - tulosraportti

Vain PDF

37 päivää sitten

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100AVAAVA
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Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Rahastot ja ETF:t, joilla on osaketta

Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.

Asiakkaat katsoivat myös

Yhtiötapahtumat

Datan lähde: Quartr
Seuraava tapahtuma
2026 Q3 - tulosraportti
19.11.
Menneet tapahtumat
2026 Q2 - tulosraportti
27.8.
2026 Q1 - tulosraportti
21.5.
2025 Q4 - tulosraportti
19.2.
2025 Q3 - tulosraportti
20.11.2025
2025 Q2 - tulosraportti
21.8.2025

Uutiset

AI
Viimeisin
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.

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 25.9.
    ·
    27.9.
    ·
    Excerpt from Discord "Well, considering that they are guiding for profitability as early as 2027. Broad launch October 2026, so as we speak, it feels like we can get some solid growth. We should keep in mind that they are unique in their niche, not within group consolidation, but in the approach. There are many companies within group consolidation, but if you look closer, they are heavy systems that take time to implement = large costs. With Corvenia we go from heavy IT projects where we talk about months, to in some cases hours (depending on size). Corvenia is of course not the only company with an AI layer, but they have a unique architecture and onboarding time. The others are classic consolidation software connected to ERP. That's where we have the edge, and presumably what Fuchs sees. When you are sitting on the first-mover card (the same category but a new method) then the market is "there to take". Will copycats come? Absolutely, but if you manage the first-mover card well, you may have a long-standing advantage. (1/2) (2/2) Aha moment in pilot, then long subscriptions that lock in the customer, which in turn generates ARR. That is the plan, and what the company must prove to the market. Corvenia themselves mention plans for self-onboarding within 12 months in connection with the broader launch. If it turns out well, CAC (what it cost to acquire the customer) is lowered and hopefully ACV (what the customer pays/year) is maintained = margin expansion. Not always given, as self-onboarding will certainly attract smaller companies, but it paves the way for higher ARR. The closest peer geographically is in my opinion AARO / Pacera. Stockholm company since 1989. Pure group consolidation and IFRS reporting. Used by a large part of Swedish listed groups (they have themselves said around 30% of Large Cap). Over 700 organizations. The same problem that Corvenia solves, but older architecture and heavier implementation. Corvenia's pitch is basically AARO without projects and once again, that is where we have the edge. Exciting times ahead. Now we hope that everything goes according to plan and that the repricing from gaming company to AI company can begin. If the company can prove growth, completely different multiples will be applied Have a nice Sunday."
  • 19.9. · Muokattu
    ·
    It will be exciting to hear more about this monster acquisition. There is a clear connection between Corvenia, Priority Impact and Beyond Frames. Corvenia is registered c/o Priority Impact AB at Artillerigatan 42, and Priority Impact has been involved in both capital raising and CEO recruitment. Now Corvenia's path to the stock exchange is planned through Beyond Frames. Priority Impact also has a strong advisory network including Carl Bildt, Ibrahim Baylan, Björn Rosengren and Lars-Johan Jarnheimer. Corvenia's issue of 17 MSEK was made with a few as yet unknown strategic investors who are said to contribute with capital, network, customer relations and commercial experience. https://www.priorityimpact.se/om-oss
    21.9.
    ·
    That seems really great. People ran as fast as their legs could carry them. Who cares about politicians, they have hardly been positive for listed companies even if for some it might "look good". Invest 17 million and "take out" 150 mill after about a year with this. Is that the plan? You will surely get a lot out of that plan. ;)
  • 18.9.
    ·
    It is really entertaining with the small Swedish companies.
  • 2.9.
    ·
    Odd Raven hidden values One is sitting on a really exciting option with 38% ownership in the company Odd Raven. In Beyond Frames' financial statement for 2019, it was stated that the two latest games from the secret publisher had sold: * 1.5 million copies * 2 million copies and had also topped several sales charts. The really big question mark is still what game they are making and who the publisher One owns 38% paid approx. 5 mkr 2019. The game is in its 7th year of development. Value at 1 M sold games price 250-300. 1 million games 150–250 Mkr excl. fees discounts * Steam/other platforms take around 30 % * thereafter the economy is split between publisher and developer BFE Share. 57–95 Mkr. A real hit like their previous ones. 2 million games. It is also very fascinating that the analysis houses do not include Odd Raven at all in their analyses/price targets. Not because it is small, but because it is an associate company. I myself emailed Albin Eriksson at Kalqyl and he replied verbatim: "Since Odd Raven is solely an associate company (38% ownership), its figures are not consolidated in Beyond Frames' income statement. We have therefore not included its development in our estimates." Beyond will also not "just" earn money via its 38-percent ownership stake in Odd Raven. The project agreement itself can be at least as valuable. It is Beyond and the publisher who have financed the entire development over all these years, so there are almost certainly separate revenue streams as well, such as royalty and recoup!
  • 28.8.
    ·
    Stock price jump before earnings report seems as if someone in the market knew that there was a need for more employees than previously announced, and the interpretation could be that the future is brighter than previously assumed!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

Välittäjätilasto

Dataa ei löytynyt
2026 Q2 - tulosraportti

Vain PDF

37 päivää sitten

Uutiset

AI
Viimeisin
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.

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 25.9.
    ·
    27.9.
    ·
    Excerpt from Discord "Well, considering that they are guiding for profitability as early as 2027. Broad launch October 2026, so as we speak, it feels like we can get some solid growth. We should keep in mind that they are unique in their niche, not within group consolidation, but in the approach. There are many companies within group consolidation, but if you look closer, they are heavy systems that take time to implement = large costs. With Corvenia we go from heavy IT projects where we talk about months, to in some cases hours (depending on size). Corvenia is of course not the only company with an AI layer, but they have a unique architecture and onboarding time. The others are classic consolidation software connected to ERP. That's where we have the edge, and presumably what Fuchs sees. When you are sitting on the first-mover card (the same category but a new method) then the market is "there to take". Will copycats come? Absolutely, but if you manage the first-mover card well, you may have a long-standing advantage. (1/2) (2/2) Aha moment in pilot, then long subscriptions that lock in the customer, which in turn generates ARR. That is the plan, and what the company must prove to the market. Corvenia themselves mention plans for self-onboarding within 12 months in connection with the broader launch. If it turns out well, CAC (what it cost to acquire the customer) is lowered and hopefully ACV (what the customer pays/year) is maintained = margin expansion. Not always given, as self-onboarding will certainly attract smaller companies, but it paves the way for higher ARR. The closest peer geographically is in my opinion AARO / Pacera. Stockholm company since 1989. Pure group consolidation and IFRS reporting. Used by a large part of Swedish listed groups (they have themselves said around 30% of Large Cap). Over 700 organizations. The same problem that Corvenia solves, but older architecture and heavier implementation. Corvenia's pitch is basically AARO without projects and once again, that is where we have the edge. Exciting times ahead. Now we hope that everything goes according to plan and that the repricing from gaming company to AI company can begin. If the company can prove growth, completely different multiples will be applied Have a nice Sunday."
  • 19.9. · Muokattu
    ·
    It will be exciting to hear more about this monster acquisition. There is a clear connection between Corvenia, Priority Impact and Beyond Frames. Corvenia is registered c/o Priority Impact AB at Artillerigatan 42, and Priority Impact has been involved in both capital raising and CEO recruitment. Now Corvenia's path to the stock exchange is planned through Beyond Frames. Priority Impact also has a strong advisory network including Carl Bildt, Ibrahim Baylan, Björn Rosengren and Lars-Johan Jarnheimer. Corvenia's issue of 17 MSEK was made with a few as yet unknown strategic investors who are said to contribute with capital, network, customer relations and commercial experience. https://www.priorityimpact.se/om-oss
    21.9.
    ·
    That seems really great. People ran as fast as their legs could carry them. Who cares about politicians, they have hardly been positive for listed companies even if for some it might "look good". Invest 17 million and "take out" 150 mill after about a year with this. Is that the plan? You will surely get a lot out of that plan. ;)
  • 18.9.
    ·
    It is really entertaining with the small Swedish companies.
  • 2.9.
    ·
    Odd Raven hidden values One is sitting on a really exciting option with 38% ownership in the company Odd Raven. In Beyond Frames' financial statement for 2019, it was stated that the two latest games from the secret publisher had sold: * 1.5 million copies * 2 million copies and had also topped several sales charts. The really big question mark is still what game they are making and who the publisher One owns 38% paid approx. 5 mkr 2019. The game is in its 7th year of development. Value at 1 M sold games price 250-300. 1 million games 150–250 Mkr excl. fees discounts * Steam/other platforms take around 30 % * thereafter the economy is split between publisher and developer BFE Share. 57–95 Mkr. A real hit like their previous ones. 2 million games. It is also very fascinating that the analysis houses do not include Odd Raven at all in their analyses/price targets. Not because it is small, but because it is an associate company. I myself emailed Albin Eriksson at Kalqyl and he replied verbatim: "Since Odd Raven is solely an associate company (38% ownership), its figures are not consolidated in Beyond Frames' income statement. We have therefore not included its development in our estimates." Beyond will also not "just" earn money via its 38-percent ownership stake in Odd Raven. The project agreement itself can be at least as valuable. It is Beyond and the publisher who have financed the entire development over all these years, so there are almost certainly separate revenue streams as well, such as royalty and recoup!
  • 28.8.
    ·
    Stock price jump before earnings report seems as if someone in the market knew that there was a need for more employees than previously announced, and the interpretation could be that the future is brighter than previously assumed!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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

Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
100AVAAVA
4 100AVAAVA
400NONAVA
100NONAVA
500NONAVA

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Rahastot ja ETF:t, joilla on osaketta

Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.

Asiakkaat katsoivat myös

Yhtiötapahtumat

Datan lähde: Quartr
Seuraava tapahtuma
2026 Q3 - tulosraportti
19.11.
Menneet tapahtumat
2026 Q2 - tulosraportti
27.8.
2026 Q1 - tulosraportti
21.5.
2025 Q4 - tulosraportti
19.2.
2025 Q3 - tulosraportti
20.11.2025
2025 Q2 - tulosraportti
21.8.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

Välittäjätilasto

Dataa ei löytynyt
2026 Q2 - tulosraportti

Vain PDF

37 päivää sitten

Uutiset

AI
Viimeisin
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: Quartr
Seuraava tapahtuma
2026 Q3 - tulosraportti
19.11.
Menneet tapahtumat
2026 Q2 - tulosraportti
27.8.
2026 Q1 - tulosraportti
21.5.
2025 Q4 - tulosraportti
19.2.
2025 Q3 - tulosraportti
20.11.2025
2025 Q2 - tulosraportti
21.8.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 25.9.
    ·
    27.9.
    ·
    Excerpt from Discord "Well, considering that they are guiding for profitability as early as 2027. Broad launch October 2026, so as we speak, it feels like we can get some solid growth. We should keep in mind that they are unique in their niche, not within group consolidation, but in the approach. There are many companies within group consolidation, but if you look closer, they are heavy systems that take time to implement = large costs. With Corvenia we go from heavy IT projects where we talk about months, to in some cases hours (depending on size). Corvenia is of course not the only company with an AI layer, but they have a unique architecture and onboarding time. The others are classic consolidation software connected to ERP. That's where we have the edge, and presumably what Fuchs sees. When you are sitting on the first-mover card (the same category but a new method) then the market is "there to take". Will copycats come? Absolutely, but if you manage the first-mover card well, you may have a long-standing advantage. (1/2) (2/2) Aha moment in pilot, then long subscriptions that lock in the customer, which in turn generates ARR. That is the plan, and what the company must prove to the market. Corvenia themselves mention plans for self-onboarding within 12 months in connection with the broader launch. If it turns out well, CAC (what it cost to acquire the customer) is lowered and hopefully ACV (what the customer pays/year) is maintained = margin expansion. Not always given, as self-onboarding will certainly attract smaller companies, but it paves the way for higher ARR. The closest peer geographically is in my opinion AARO / Pacera. Stockholm company since 1989. Pure group consolidation and IFRS reporting. Used by a large part of Swedish listed groups (they have themselves said around 30% of Large Cap). Over 700 organizations. The same problem that Corvenia solves, but older architecture and heavier implementation. Corvenia's pitch is basically AARO without projects and once again, that is where we have the edge. Exciting times ahead. Now we hope that everything goes according to plan and that the repricing from gaming company to AI company can begin. If the company can prove growth, completely different multiples will be applied Have a nice Sunday."
  • 19.9. · Muokattu
    ·
    It will be exciting to hear more about this monster acquisition. There is a clear connection between Corvenia, Priority Impact and Beyond Frames. Corvenia is registered c/o Priority Impact AB at Artillerigatan 42, and Priority Impact has been involved in both capital raising and CEO recruitment. Now Corvenia's path to the stock exchange is planned through Beyond Frames. Priority Impact also has a strong advisory network including Carl Bildt, Ibrahim Baylan, Björn Rosengren and Lars-Johan Jarnheimer. Corvenia's issue of 17 MSEK was made with a few as yet unknown strategic investors who are said to contribute with capital, network, customer relations and commercial experience. https://www.priorityimpact.se/om-oss
    21.9.
    ·
    That seems really great. People ran as fast as their legs could carry them. Who cares about politicians, they have hardly been positive for listed companies even if for some it might "look good". Invest 17 million and "take out" 150 mill after about a year with this. Is that the plan? You will surely get a lot out of that plan. ;)
  • 18.9.
    ·
    It is really entertaining with the small Swedish companies.
  • 2.9.
    ·
    Odd Raven hidden values One is sitting on a really exciting option with 38% ownership in the company Odd Raven. In Beyond Frames' financial statement for 2019, it was stated that the two latest games from the secret publisher had sold: * 1.5 million copies * 2 million copies and had also topped several sales charts. The really big question mark is still what game they are making and who the publisher One owns 38% paid approx. 5 mkr 2019. The game is in its 7th year of development. Value at 1 M sold games price 250-300. 1 million games 150–250 Mkr excl. fees discounts * Steam/other platforms take around 30 % * thereafter the economy is split between publisher and developer BFE Share. 57–95 Mkr. A real hit like their previous ones. 2 million games. It is also very fascinating that the analysis houses do not include Odd Raven at all in their analyses/price targets. Not because it is small, but because it is an associate company. I myself emailed Albin Eriksson at Kalqyl and he replied verbatim: "Since Odd Raven is solely an associate company (38% ownership), its figures are not consolidated in Beyond Frames' income statement. We have therefore not included its development in our estimates." Beyond will also not "just" earn money via its 38-percent ownership stake in Odd Raven. The project agreement itself can be at least as valuable. It is Beyond and the publisher who have financed the entire development over all these years, so there are almost certainly separate revenue streams as well, such as royalty and recoup!
  • 28.8.
    ·
    Stock price jump before earnings report seems as if someone in the market knew that there was a need for more employees than previously announced, and the interpretation could be that the future is brighter than previously assumed!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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

Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
100AVAAVA
4 100AVAAVA
400NONAVA
100NONAVA
500NONAVA

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Rahastot ja ETF:t, joilla on osaketta

Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.

Asiakkaat katsoivat myös

Välittäjätilasto

Dataa ei löytynyt
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