Q3-osavuosiraportti
Vain PDF
158 päivää sitten
Tarjoustasot
First North Denmark
Määrä
Osto
4 000
Myynti
Määrä
5 856
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 109 | - | - | ||
| 891 | - | - | ||
| 965 | - | - | ||
| 735 | - | - |
Ylin
4,2VWAP
Alin
4,1VaihtoMäärä
0 5 700
VWAP
Ylin
4,2Alin
4,1VaihtoMäärä
0 5 700
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 25.9. |
| Menneet tapahtumat | ||
|---|---|---|
| Q3-osavuosiraportti | 11.4. | |
| Q2-osavuosiraportti | 7.2. | |
| 2025 Q2-osavuosiraportti | 6.2. | |
| 2024 Yhtiökokous | 29.10.2024 | |
| Q1-osavuosiraportti | 10.10.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
8.9.·We are getting to the point where the board of directors has to go out and buy up. A price of 3.9 is quite reasonable if the case still holds water.1 päivä sitten·Worse financial statements than previously announced.
18 t sitten·I write quite clearly that I do not have specific information but you can read something from, for example, the message on this page: "audit process in relation to account receivables" so it concerns receivables that the auditor has thought should be written off. However, it does not say that it is about the money that the telecom companies owe, so that is my guess. We know that they have had problems with it, so that is why it is an obvious bet. We also do not know that the money can still come, but again: when it is the auditor who insists that something should be written off that the company does not choose to write off, it is typically because the status is uncertain. If it were clear that the money was lost, Mdundo would of course write it off itself. If it were clear that they would get the money, the auditor would not ask for a write-off, but when there is uncertainty about whether the money will come in or not, it becomes an assessment matter and an auditor may well be more conservative than a CFO. As for the fact that it is a one-off expense, it is quite clear: "one-off provision".- 4.8.·There have been new rules for buying and selling illiquid shares, so now it is really hopeless to trade here. As a test, I placed an order for 1200 shares and ended up getting 200 at the auction. So even if you want to get in, you may not be able to get in, or it will be expensive and what if you want to get out. Phew.
- 27.6.·Be careful about selling out. There is NO bottom.
4.4.·Mdundo now has a market cap of around 0.23 USD per user (depending on the exact exchange rate). In comparison, Spotify has a market cap of 170 USD per user, which is 740 times higher value per user. GDP per capita is of course somewhat higher in Spotify’s main markets compared to Mdundo, but is a Spotify user 740 times more valuable than a Mdundo user? It will be interesting to see if a strategic review can clarify whether a buyer believes in greater value.
15.5.·Explain to me... Can't Spotify copy their business in 24 hours?16.5.·In principle, they can copy it, but certainly not in 24 hours. It is a significantly different market than what Spotify works on, so there are some things that cannot be simply copied/pasted: -The target group cannot afford large data packages, so they download songs rather than stream them. A new IT solution is therefore needed, but it is easy to create. -The musicians are not organized in large record companies that you can make agreements with. Instead, you have to make agreements with each individual musician, which requires you to get in touch with them. It is not made easier by the fact that most of the music is local from the many countries Mdundo is active in and that it is generally more difficult to get hold of people in that part of the world. -Once you have got hold of the music, you have to convince the listeners to switch services. Again, it takes a lot of resources and time to convince 40 million users to switch services in an area where it is so difficult to reach everyone, like in sub-Saharan Africa. -Then you have to make money from the users. It first requires that they want to pay for premium. It is largely access to podcasts and DJ mixes that makes users choose premium. That is, you have to build a similar catalog of people who can do this and convince customers that it is better than Mdundo. -Now you have to give users the opportunity to actually pay. It sounds absurd here in Denmark, but most users do not have a bank account, let alone a credit card or access to payment services. So either you have to build a finely branched network of places where people can deposit money or you have to go across the sub-continent or you have to ally with someone who already has it. The most obvious ones are the mobile network providers since the target group has mobile phones anyway. However, it still requires agreements but a lot of individual companies and that Mdundo must be integrated with each and every one of their IT platforms. Of course, none of this is impossible - Mdundo has done it after all. But it takes time and costs money, and in the meantime you have to compete with Mdundo, who has a head start and can grow the customer base while building the music base, etc. The question is when it will be easier, faster and cheaper to buy Mdundo - if you want access to that particular market.
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.
Q3-osavuosiraportti
Vain PDF
158 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
- 8.9.·We are getting to the point where the board of directors has to go out and buy up. A price of 3.9 is quite reasonable if the case still holds water.1 päivä sitten·Worse financial statements than previously announced.18 t sitten·I write quite clearly that I do not have specific information but you can read something from, for example, the message on this page: "audit process in relation to account receivables" so it concerns receivables that the auditor has thought should be written off. However, it does not say that it is about the money that the telecom companies owe, so that is my guess. We know that they have had problems with it, so that is why it is an obvious bet. We also do not know that the money can still come, but again: when it is the auditor who insists that something should be written off that the company does not choose to write off, it is typically because the status is uncertain. If it were clear that the money was lost, Mdundo would of course write it off itself. If it were clear that they would get the money, the auditor would not ask for a write-off, but when there is uncertainty about whether the money will come in or not, it becomes an assessment matter and an auditor may well be more conservative than a CFO. As for the fact that it is a one-off expense, it is quite clear: "one-off provision".
- 4.8.·There have been new rules for buying and selling illiquid shares, so now it is really hopeless to trade here. As a test, I placed an order for 1200 shares and ended up getting 200 at the auction. So even if you want to get in, you may not be able to get in, or it will be expensive and what if you want to get out. Phew.
- 27.6.·Be careful about selling out. There is NO bottom.
- 4.4.·Mdundo now has a market cap of around 0.23 USD per user (depending on the exact exchange rate). In comparison, Spotify has a market cap of 170 USD per user, which is 740 times higher value per user. GDP per capita is of course somewhat higher in Spotify’s main markets compared to Mdundo, but is a Spotify user 740 times more valuable than a Mdundo user? It will be interesting to see if a strategic review can clarify whether a buyer believes in greater value.15.5.·Explain to me... Can't Spotify copy their business in 24 hours?16.5.·In principle, they can copy it, but certainly not in 24 hours. It is a significantly different market than what Spotify works on, so there are some things that cannot be simply copied/pasted: -The target group cannot afford large data packages, so they download songs rather than stream them. A new IT solution is therefore needed, but it is easy to create. -The musicians are not organized in large record companies that you can make agreements with. Instead, you have to make agreements with each individual musician, which requires you to get in touch with them. It is not made easier by the fact that most of the music is local from the many countries Mdundo is active in and that it is generally more difficult to get hold of people in that part of the world. -Once you have got hold of the music, you have to convince the listeners to switch services. Again, it takes a lot of resources and time to convince 40 million users to switch services in an area where it is so difficult to reach everyone, like in sub-Saharan Africa. -Then you have to make money from the users. It first requires that they want to pay for premium. It is largely access to podcasts and DJ mixes that makes users choose premium. That is, you have to build a similar catalog of people who can do this and convince customers that it is better than Mdundo. -Now you have to give users the opportunity to actually pay. It sounds absurd here in Denmark, but most users do not have a bank account, let alone a credit card or access to payment services. So either you have to build a finely branched network of places where people can deposit money or you have to go across the sub-continent or you have to ally with someone who already has it. The most obvious ones are the mobile network providers since the target group has mobile phones anyway. However, it still requires agreements but a lot of individual companies and that Mdundo must be integrated with each and every one of their IT platforms. Of course, none of this is impossible - Mdundo has done it after all. But it takes time and costs money, and in the meantime you have to compete with Mdundo, who has a head start and can grow the customer base while building the music base, etc. The question is when it will be easier, faster and cheaper to buy Mdundo - if you want access to that particular market.
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 Denmark
Määrä
Osto
4 000
Myynti
Määrä
5 856
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 109 | - | - | ||
| 891 | - | - | ||
| 965 | - | - | ||
| 735 | - | - |
Ylin
4,2VWAP
Alin
4,1VaihtoMäärä
0 5 700
VWAP
Ylin
4,2Alin
4,1VaihtoMäärä
0 5 700
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 25.9. |
| Menneet tapahtumat | ||
|---|---|---|
| Q3-osavuosiraportti | 11.4. | |
| Q2-osavuosiraportti | 7.2. | |
| 2025 Q2-osavuosiraportti | 6.2. | |
| 2024 Yhtiökokous | 29.10.2024 | |
| Q1-osavuosiraportti | 10.10.2024 |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
Vain PDF
158 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-osavuosiraportti | 25.9. |
| Menneet tapahtumat | ||
|---|---|---|
| Q3-osavuosiraportti | 11.4. | |
| Q2-osavuosiraportti | 7.2. | |
| 2025 Q2-osavuosiraportti | 6.2. | |
| 2024 Yhtiökokous | 29.10.2024 | |
| Q1-osavuosiraportti | 10.10.2024 |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 8.9.·We are getting to the point where the board of directors has to go out and buy up. A price of 3.9 is quite reasonable if the case still holds water.1 päivä sitten·Worse financial statements than previously announced.18 t sitten·I write quite clearly that I do not have specific information but you can read something from, for example, the message on this page: "audit process in relation to account receivables" so it concerns receivables that the auditor has thought should be written off. However, it does not say that it is about the money that the telecom companies owe, so that is my guess. We know that they have had problems with it, so that is why it is an obvious bet. We also do not know that the money can still come, but again: when it is the auditor who insists that something should be written off that the company does not choose to write off, it is typically because the status is uncertain. If it were clear that the money was lost, Mdundo would of course write it off itself. If it were clear that they would get the money, the auditor would not ask for a write-off, but when there is uncertainty about whether the money will come in or not, it becomes an assessment matter and an auditor may well be more conservative than a CFO. As for the fact that it is a one-off expense, it is quite clear: "one-off provision".
- 4.8.·There have been new rules for buying and selling illiquid shares, so now it is really hopeless to trade here. As a test, I placed an order for 1200 shares and ended up getting 200 at the auction. So even if you want to get in, you may not be able to get in, or it will be expensive and what if you want to get out. Phew.
- 27.6.·Be careful about selling out. There is NO bottom.
- 4.4.·Mdundo now has a market cap of around 0.23 USD per user (depending on the exact exchange rate). In comparison, Spotify has a market cap of 170 USD per user, which is 740 times higher value per user. GDP per capita is of course somewhat higher in Spotify’s main markets compared to Mdundo, but is a Spotify user 740 times more valuable than a Mdundo user? It will be interesting to see if a strategic review can clarify whether a buyer believes in greater value.15.5.·Explain to me... Can't Spotify copy their business in 24 hours?16.5.·In principle, they can copy it, but certainly not in 24 hours. It is a significantly different market than what Spotify works on, so there are some things that cannot be simply copied/pasted: -The target group cannot afford large data packages, so they download songs rather than stream them. A new IT solution is therefore needed, but it is easy to create. -The musicians are not organized in large record companies that you can make agreements with. Instead, you have to make agreements with each individual musician, which requires you to get in touch with them. It is not made easier by the fact that most of the music is local from the many countries Mdundo is active in and that it is generally more difficult to get hold of people in that part of the world. -Once you have got hold of the music, you have to convince the listeners to switch services. Again, it takes a lot of resources and time to convince 40 million users to switch services in an area where it is so difficult to reach everyone, like in sub-Saharan Africa. -Then you have to make money from the users. It first requires that they want to pay for premium. It is largely access to podcasts and DJ mixes that makes users choose premium. That is, you have to build a similar catalog of people who can do this and convince customers that it is better than Mdundo. -Now you have to give users the opportunity to actually pay. It sounds absurd here in Denmark, but most users do not have a bank account, let alone a credit card or access to payment services. So either you have to build a finely branched network of places where people can deposit money or you have to go across the sub-continent or you have to ally with someone who already has it. The most obvious ones are the mobile network providers since the target group has mobile phones anyway. However, it still requires agreements but a lot of individual companies and that Mdundo must be integrated with each and every one of their IT platforms. Of course, none of this is impossible - Mdundo has done it after all. But it takes time and costs money, and in the meantime you have to compete with Mdundo, who has a head start and can grow the customer base while building the music base, etc. The question is when it will be easier, faster and cheaper to buy Mdundo - if you want access to that particular market.
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 Denmark
Määrä
Osto
4 000
Myynti
Määrä
5 856
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 109 | - | - | ||
| 891 | - | - | ||
| 965 | - | - | ||
| 735 | - | - |
Ylin
4,2VWAP
Alin
4,1VaihtoMäärä
0 5 700
VWAP
Ylin
4,2Alin
4,1VaihtoMäärä
0 5 700
Välittäjätilasto
Dataa ei löytynyt