Q2-osavuosiraportti
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28 päivää sitten
Tarjoustasot
First North Sweden
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0
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0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
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Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 20.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2024 Yhtiökokous | 3.6. | |
| 2025 Q1-osavuosiraportti | 15.5. | |
| 2024 Q4-osavuosiraportti | 20.2. | |
| 2024 Q3-osavuosiraportti | 21.11.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
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Kirjaudu
10.6.·Here is a shortened version of the text, reduced to 4,900 characters (including spaces and special characters), while retaining the core and structure. I have condensed some of the reasoning, simplified wording, and shortened the descriptions of the companies and macro trends, but tried to maintain the engaging tone and the most important details. The Absolutely Cheapest Stock on the Swedish Stock Exchange with Huge Potential in Unlisted Assets Today's date and time: 10:45 AM CEST, Tuesday, June 10, 2025In the world of investments, it is rare to find an opportunity as undervalued and full of potential as this one. We explore a portfolio of six groundbreaking companies – OneTwo Analytics, Zigrid, Speedment, Virtual e-Training, Knodd, and Mindforce Game Labs – that are on their way to becoming icons in their industries. With a three-year horizon from mid-2025 to 2028, a net asset value (NAV) of SEK 450 million could grow to between SEK 2.6 billion and SEK 4.6 billion – a game-changing return. Optimism is combined with realism, grounded in macro trends and the companies’ unique strengths. This is a call for investors to take a chance on a hidden treasure with explosive potential. Macro Trends: A Perfect Storm Four megatrends are driving this portfolio forward: Digital Health: The market is growing at a 20% CAGR through 2030, driven by AI and telemedicine. EU's Digital Health Act (2026) catalyzes a billion-dollar market. Cleantech: EU's "Fit for 55" and net zero targets make sustainability a multi-billion-dollar sector. Software development: Digital transformation and IT talent shortage make effective tools invaluable. Immersive Education (VR/AR): E-learning to grow at 40% CAGR by 2028, a revolution in training. These trends are tidal waves that lift our companies towards global dominance. Company analysis: Six Visionaries Let's dive into these six companies, all pioneers with unique strengths and enormous potential. OneTwo Analytics: The Future Lighthouse of Healthcare OneTwo Analytics is revolutionizing diabetes care with an AI-powered SaaS platform. With 70% EBIT margins and scalability, they are riding the digital health wave. Unique: Predictive, personalized care in line with EU regulations. Milestones: Valuation doubled in Q4 2023; partnership with insulin giant yields 10 MSEK ARR within 18 months. Forecast 2025–2028: 15 MSEK ARR (180 MSEK valuation) 2025; 50 MSEK ARR (600 MSEK, potentially 1 billion) 2028. Story: The Tesla of healthcare, defining the standard of the future. Zigrid: Cleantech's Hidden Diamond Zigrid recovers waste heat from 45 °C with patented technology, with 80% margins and 1–2 MSEK license revenue per plant. Unique: Sustainability and profitability in perfect harmony. Milestones: Valuation +138% Q4 2024 via cleantech fund. Forecast 2025–2028: 7 MSEK EBIT (49 MSEK valuation) 2025; 50 MSEK EBIT (350–700 MSEK) 2028.Story: The Apple of Cleantech, turning waste heat into a profitable revolution.Speedment: The Code Accelerator Speedment's code generation platform streamlines database applications for customers like Ericsson and IBM.Unique: SaaS with 60% ARR in a world with an IT talent shortage.Milestones: Large customers and cloud integration planned for 2026.Forecast 2025–2028: 10 MSEK ARR (150 MSEK valuation) 2025; 33.75 MSEK ARR (506 MSEK, up to 1 billion) 2028.Story: Penicillin for developers – a game changer.Virtual e-Training: VR's Master Teacher Virtual e-Training offers VR-based training, adopted by Norwegian and Air Canada, with potential beyond aviation.Unique: Riding on the VR market's 40% CAGR and regulatory requirements.Milestones: Cross-selling increases margins.Forecast 2025–2028: 15 MSEK sales (105 MSEK valuation) 2025; 50.625 MSEK (354–750 MSEK) 2028.Story: Pioneers for the competence of the future.Knodd: Guardian of Children's Health Knodd's telehealth platform for children 0–6 years combines AI and customer loyalty.Unique: 20% lower operating costs and global potential.Milestones: Rapid growth in Sweden; expansion 2027. Forecast 2025–2028: 16.7 MSEK ARR (167 MSEK valuation) 2025; 68.403 MSEK (684 MSEK) 2028. Story: Children's health's Spotify - beloved and unstoppable. Mindforce Game Labs: Games with Soul Mindforce creates CE-marked games for psychiatric care, a pioneer in "prescription gaming". Unique: Scalable model for mental health. Milestones: Hospital network validates the approach. Forecast 2025–2028: 5 MSEK sales (60 MSEK valuation) 2025; 16.875 MSEK (202.5–500 MSEK) 2028. Story: Mental health's SpaceX - innovative and future-proof. The Power of the Portfolio Together, these companies form a symphony of growth. NAV of 450 MSEK could reach 2.6–4.6 billion SEK by 2028, a return of 5.8x–10.2x. 2025: 600 MSEK on early successes. 2028: 2.6–4.6 billion SEK, driven by scalability and trends. Private assets at a 75% discount provide a margin of safety and explosive upside. Why Now? Timing: Megatrends are culminating, and companies are perfectly positioned. Undervaluation: Private companies do not reflect their future potential. Scalability: High margins and global reach make growth unstoppable. This portfolio is a treasure trove for the discerning investor. Get on board – the future awaits!
9.5.·33% up - why?
21.2.21.2.28.4.·What do you think about the recent downturn, BENielsen?28.4. · Muokattu·I think that if I had enough money in the long term, I would buy some more. Compared to the price 3 months ago, when I bought many, the price and the discount on the substance are roughly the same today. The chairman of the board and co-founder buys up regularly.
14.1.14.1.At what price would someone buy this off the stock exchange ?15.1. · Muokattu·The CEO and co-founder buys up regularly. He did so yesterday between 1.43 and 1.54. I bought at 1.45 myself. I was a little luckier today and bought at 1.39. And tried to buy today at 1.30, but it didn't work. But basically I don't understand your question.
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
Vain PDF
28 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
- 10.6.·Here is a shortened version of the text, reduced to 4,900 characters (including spaces and special characters), while retaining the core and structure. I have condensed some of the reasoning, simplified wording, and shortened the descriptions of the companies and macro trends, but tried to maintain the engaging tone and the most important details. The Absolutely Cheapest Stock on the Swedish Stock Exchange with Huge Potential in Unlisted Assets Today's date and time: 10:45 AM CEST, Tuesday, June 10, 2025In the world of investments, it is rare to find an opportunity as undervalued and full of potential as this one. We explore a portfolio of six groundbreaking companies – OneTwo Analytics, Zigrid, Speedment, Virtual e-Training, Knodd, and Mindforce Game Labs – that are on their way to becoming icons in their industries. With a three-year horizon from mid-2025 to 2028, a net asset value (NAV) of SEK 450 million could grow to between SEK 2.6 billion and SEK 4.6 billion – a game-changing return. Optimism is combined with realism, grounded in macro trends and the companies’ unique strengths. This is a call for investors to take a chance on a hidden treasure with explosive potential. Macro Trends: A Perfect Storm Four megatrends are driving this portfolio forward: Digital Health: The market is growing at a 20% CAGR through 2030, driven by AI and telemedicine. EU's Digital Health Act (2026) catalyzes a billion-dollar market. Cleantech: EU's "Fit for 55" and net zero targets make sustainability a multi-billion-dollar sector. Software development: Digital transformation and IT talent shortage make effective tools invaluable. Immersive Education (VR/AR): E-learning to grow at 40% CAGR by 2028, a revolution in training. These trends are tidal waves that lift our companies towards global dominance. Company analysis: Six Visionaries Let's dive into these six companies, all pioneers with unique strengths and enormous potential. OneTwo Analytics: The Future Lighthouse of Healthcare OneTwo Analytics is revolutionizing diabetes care with an AI-powered SaaS platform. With 70% EBIT margins and scalability, they are riding the digital health wave. Unique: Predictive, personalized care in line with EU regulations. Milestones: Valuation doubled in Q4 2023; partnership with insulin giant yields 10 MSEK ARR within 18 months. Forecast 2025–2028: 15 MSEK ARR (180 MSEK valuation) 2025; 50 MSEK ARR (600 MSEK, potentially 1 billion) 2028. Story: The Tesla of healthcare, defining the standard of the future. Zigrid: Cleantech's Hidden Diamond Zigrid recovers waste heat from 45 °C with patented technology, with 80% margins and 1–2 MSEK license revenue per plant. Unique: Sustainability and profitability in perfect harmony. Milestones: Valuation +138% Q4 2024 via cleantech fund. Forecast 2025–2028: 7 MSEK EBIT (49 MSEK valuation) 2025; 50 MSEK EBIT (350–700 MSEK) 2028.Story: The Apple of Cleantech, turning waste heat into a profitable revolution.Speedment: The Code Accelerator Speedment's code generation platform streamlines database applications for customers like Ericsson and IBM.Unique: SaaS with 60% ARR in a world with an IT talent shortage.Milestones: Large customers and cloud integration planned for 2026.Forecast 2025–2028: 10 MSEK ARR (150 MSEK valuation) 2025; 33.75 MSEK ARR (506 MSEK, up to 1 billion) 2028.Story: Penicillin for developers – a game changer.Virtual e-Training: VR's Master Teacher Virtual e-Training offers VR-based training, adopted by Norwegian and Air Canada, with potential beyond aviation.Unique: Riding on the VR market's 40% CAGR and regulatory requirements.Milestones: Cross-selling increases margins.Forecast 2025–2028: 15 MSEK sales (105 MSEK valuation) 2025; 50.625 MSEK (354–750 MSEK) 2028.Story: Pioneers for the competence of the future.Knodd: Guardian of Children's Health Knodd's telehealth platform for children 0–6 years combines AI and customer loyalty.Unique: 20% lower operating costs and global potential.Milestones: Rapid growth in Sweden; expansion 2027. Forecast 2025–2028: 16.7 MSEK ARR (167 MSEK valuation) 2025; 68.403 MSEK (684 MSEK) 2028. Story: Children's health's Spotify - beloved and unstoppable. Mindforce Game Labs: Games with Soul Mindforce creates CE-marked games for psychiatric care, a pioneer in "prescription gaming". Unique: Scalable model for mental health. Milestones: Hospital network validates the approach. Forecast 2025–2028: 5 MSEK sales (60 MSEK valuation) 2025; 16.875 MSEK (202.5–500 MSEK) 2028. Story: Mental health's SpaceX - innovative and future-proof. The Power of the Portfolio Together, these companies form a symphony of growth. NAV of 450 MSEK could reach 2.6–4.6 billion SEK by 2028, a return of 5.8x–10.2x. 2025: 600 MSEK on early successes. 2028: 2.6–4.6 billion SEK, driven by scalability and trends. Private assets at a 75% discount provide a margin of safety and explosive upside. Why Now? Timing: Megatrends are culminating, and companies are perfectly positioned. Undervaluation: Private companies do not reflect their future potential. Scalability: High margins and global reach make growth unstoppable. This portfolio is a treasure trove for the discerning investor. Get on board – the future awaits!
- 9.5.·33% up - why?
- 21.2.21.2.28.4.·What do you think about the recent downturn, BENielsen?28.4. · Muokattu·I think that if I had enough money in the long term, I would buy some more. Compared to the price 3 months ago, when I bought many, the price and the discount on the substance are roughly the same today. The chairman of the board and co-founder buys up regularly.
- 14.1.14.1.At what price would someone buy this off the stock exchange ?15.1. · Muokattu·The CEO and co-founder buys up regularly. He did so yesterday between 1.43 and 1.54. I bought at 1.45 myself. I was a little luckier today and bought at 1.39. And tried to buy today at 1.30, but it didn't work. But basically I don't understand your question.
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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 20.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2024 Yhtiökokous | 3.6. | |
| 2025 Q1-osavuosiraportti | 15.5. | |
| 2024 Q4-osavuosiraportti | 20.2. | |
| 2024 Q3-osavuosiraportti | 21.11.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
Vain PDF
28 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 Q3-osavuosiraportti | 20.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2024 Yhtiökokous | 3.6. | |
| 2025 Q1-osavuosiraportti | 15.5. | |
| 2024 Q4-osavuosiraportti | 20.2. | |
| 2024 Q3-osavuosiraportti | 21.11.2024 |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 10.6.·Here is a shortened version of the text, reduced to 4,900 characters (including spaces and special characters), while retaining the core and structure. I have condensed some of the reasoning, simplified wording, and shortened the descriptions of the companies and macro trends, but tried to maintain the engaging tone and the most important details. The Absolutely Cheapest Stock on the Swedish Stock Exchange with Huge Potential in Unlisted Assets Today's date and time: 10:45 AM CEST, Tuesday, June 10, 2025In the world of investments, it is rare to find an opportunity as undervalued and full of potential as this one. We explore a portfolio of six groundbreaking companies – OneTwo Analytics, Zigrid, Speedment, Virtual e-Training, Knodd, and Mindforce Game Labs – that are on their way to becoming icons in their industries. With a three-year horizon from mid-2025 to 2028, a net asset value (NAV) of SEK 450 million could grow to between SEK 2.6 billion and SEK 4.6 billion – a game-changing return. Optimism is combined with realism, grounded in macro trends and the companies’ unique strengths. This is a call for investors to take a chance on a hidden treasure with explosive potential. Macro Trends: A Perfect Storm Four megatrends are driving this portfolio forward: Digital Health: The market is growing at a 20% CAGR through 2030, driven by AI and telemedicine. EU's Digital Health Act (2026) catalyzes a billion-dollar market. Cleantech: EU's "Fit for 55" and net zero targets make sustainability a multi-billion-dollar sector. Software development: Digital transformation and IT talent shortage make effective tools invaluable. Immersive Education (VR/AR): E-learning to grow at 40% CAGR by 2028, a revolution in training. These trends are tidal waves that lift our companies towards global dominance. Company analysis: Six Visionaries Let's dive into these six companies, all pioneers with unique strengths and enormous potential. OneTwo Analytics: The Future Lighthouse of Healthcare OneTwo Analytics is revolutionizing diabetes care with an AI-powered SaaS platform. With 70% EBIT margins and scalability, they are riding the digital health wave. Unique: Predictive, personalized care in line with EU regulations. Milestones: Valuation doubled in Q4 2023; partnership with insulin giant yields 10 MSEK ARR within 18 months. Forecast 2025–2028: 15 MSEK ARR (180 MSEK valuation) 2025; 50 MSEK ARR (600 MSEK, potentially 1 billion) 2028. Story: The Tesla of healthcare, defining the standard of the future. Zigrid: Cleantech's Hidden Diamond Zigrid recovers waste heat from 45 °C with patented technology, with 80% margins and 1–2 MSEK license revenue per plant. Unique: Sustainability and profitability in perfect harmony. Milestones: Valuation +138% Q4 2024 via cleantech fund. Forecast 2025–2028: 7 MSEK EBIT (49 MSEK valuation) 2025; 50 MSEK EBIT (350–700 MSEK) 2028.Story: The Apple of Cleantech, turning waste heat into a profitable revolution.Speedment: The Code Accelerator Speedment's code generation platform streamlines database applications for customers like Ericsson and IBM.Unique: SaaS with 60% ARR in a world with an IT talent shortage.Milestones: Large customers and cloud integration planned for 2026.Forecast 2025–2028: 10 MSEK ARR (150 MSEK valuation) 2025; 33.75 MSEK ARR (506 MSEK, up to 1 billion) 2028.Story: Penicillin for developers – a game changer.Virtual e-Training: VR's Master Teacher Virtual e-Training offers VR-based training, adopted by Norwegian and Air Canada, with potential beyond aviation.Unique: Riding on the VR market's 40% CAGR and regulatory requirements.Milestones: Cross-selling increases margins.Forecast 2025–2028: 15 MSEK sales (105 MSEK valuation) 2025; 50.625 MSEK (354–750 MSEK) 2028.Story: Pioneers for the competence of the future.Knodd: Guardian of Children's Health Knodd's telehealth platform for children 0–6 years combines AI and customer loyalty.Unique: 20% lower operating costs and global potential.Milestones: Rapid growth in Sweden; expansion 2027. Forecast 2025–2028: 16.7 MSEK ARR (167 MSEK valuation) 2025; 68.403 MSEK (684 MSEK) 2028. Story: Children's health's Spotify - beloved and unstoppable. Mindforce Game Labs: Games with Soul Mindforce creates CE-marked games for psychiatric care, a pioneer in "prescription gaming". Unique: Scalable model for mental health. Milestones: Hospital network validates the approach. Forecast 2025–2028: 5 MSEK sales (60 MSEK valuation) 2025; 16.875 MSEK (202.5–500 MSEK) 2028. Story: Mental health's SpaceX - innovative and future-proof. The Power of the Portfolio Together, these companies form a symphony of growth. NAV of 450 MSEK could reach 2.6–4.6 billion SEK by 2028, a return of 5.8x–10.2x. 2025: 600 MSEK on early successes. 2028: 2.6–4.6 billion SEK, driven by scalability and trends. Private assets at a 75% discount provide a margin of safety and explosive upside. Why Now? Timing: Megatrends are culminating, and companies are perfectly positioned. Undervaluation: Private companies do not reflect their future potential. Scalability: High margins and global reach make growth unstoppable. This portfolio is a treasure trove for the discerning investor. Get on board – the future awaits!
- 9.5.·33% up - why?
- 21.2.21.2.28.4.·What do you think about the recent downturn, BENielsen?28.4. · Muokattu·I think that if I had enough money in the long term, I would buy some more. Compared to the price 3 months ago, when I bought many, the price and the discount on the substance are roughly the same today. The chairman of the board and co-founder buys up regularly.
- 14.1.14.1.At what price would someone buy this off the stock exchange ?15.1. · Muokattu·The CEO and co-founder buys up regularly. He did so yesterday between 1.43 and 1.54. I bought at 1.45 myself. I was a little luckier today and bought at 1.39. And tried to buy today at 1.30, but it didn't work. But basically I don't understand your question.
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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt