Q2-osavuosiraportti
Vain PDF
71 päivää sitten
Tarjoustasot
First North Sweden
Määrä
Osto
3 900
Myynti
Määrä
1 610
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 | - | - | ||
| 50 | - | - | ||
| 80 | - | - | ||
| 500 | - | - | ||
| 526 | - | - |
Ylin
2,05VWAP
Alin
2,01VaihtoMäärä
0 1 240
VWAP
Ylin
2,05Alin
2,01VaihtoMäärä
0 1 240
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 240 | 1 240 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 240 | 1 240 | 0 | 0 |
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
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
26.10.·The share price is fortunately rising, but with low turnover. The official NAV discount is approx. 65 %. But that's not how I calculate it. The real NAV discount is well over 75 %. I calculate the real NAV discount solely in relation to the unlisted shares, as I first fully offset the value of the listed shares and liquid positive capital (and offset any debt). After that, it is of course necessary to look at what unlisted shares are held in the company's portfolio. Firstly, one must consider whether the valuation is correctly determined. I do not have the prerequisites to know this, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes top up further. (Although the latter is the case for this share – and is generally positive – I have conversely written previously that precisely for this share I may be a little concerned that it might one day lead to a takeover and redemption of minority shareholders, if minority shareholders continuously divest this share.) Secondly, one must consider the security in relation to how much individual shares make up in the portfolio. In this share, the 3 largest unlisted companies together constitute "only" approx. 50 % of the unlisted shares. So that doesn't worry me. So even if all 3 largest companies were to go bankrupt, the share's intrinsic value would still be intact relative to the share price. But the low capital in the company and the low market value make the administrative expenses extremely high as a percentage of the market value, as another debater has pointed out. And that must, of course, be included in the overall assessment. In comparison, Umecrine alone accounts for almost 55 % of the unlisted shares in Karolinska Development (which I also invest in), which some believe is the reason for the large NAV discount in this company of approx. 80 %. But also in Karolinska Development, the large NAV discount more than sufficiently accounts for Umecrine unexpectedly being worth 0 kr. I have tried using the same method to assess the real NAV discount in Kinnevik (which is currently rising sharply in price) compared to First Venture. The official NAV discount is approx. 35 %. The real NAV discount is approx. 45 % according to my calculation. At Kinnevik, the 3 largest unlisted companies account for approx. 43 % of the unlisted shares, and in this respect are somewhat similar to First Venture. But the portfolio is broader in Kinnevik – and the share capital is of a quite different size, and the administrative expenses as a percentage of the market value are correspondingly much lower. My trust in the management, however, is not very high, as I still wonder about the wisdom of selling the golden egg and now instead holding 7.7 billion in uninvested capital, instead of having continuously sold off the golden egg when needed and when there were companies one would rather invest the money in. But others may have greater abilities than I do to assess the value of the underlying unlisted companies in the three mentioned listed companies.- 7.10. · Muokattu·I'm actually more afraid that the share is so cheap at the moment that it will slowly be bought up, and one day, when the hidden values come to light, we will be forcibly redeemed by the large owners. So I hope that the small shareholders buy in well before the shares disappear. See for example: Investment company First Ventures' largest owner, real estate profile Rutger Arnhult has increased his ownership in the company by 2.1 million shares. He now owns just over 10 million shares, corresponding to 26.7 percent of the capital
8.10.·The bottom of the supply has been increasing in any case. I have a GAK of around 1.65 and it makes up about 4 percent of the portfolio. 
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!
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
71 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
- 26.10.·The share price is fortunately rising, but with low turnover. The official NAV discount is approx. 65 %. But that's not how I calculate it. The real NAV discount is well over 75 %. I calculate the real NAV discount solely in relation to the unlisted shares, as I first fully offset the value of the listed shares and liquid positive capital (and offset any debt). After that, it is of course necessary to look at what unlisted shares are held in the company's portfolio. Firstly, one must consider whether the valuation is correctly determined. I do not have the prerequisites to know this, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes top up further. (Although the latter is the case for this share – and is generally positive – I have conversely written previously that precisely for this share I may be a little concerned that it might one day lead to a takeover and redemption of minority shareholders, if minority shareholders continuously divest this share.) Secondly, one must consider the security in relation to how much individual shares make up in the portfolio. In this share, the 3 largest unlisted companies together constitute "only" approx. 50 % of the unlisted shares. So that doesn't worry me. So even if all 3 largest companies were to go bankrupt, the share's intrinsic value would still be intact relative to the share price. But the low capital in the company and the low market value make the administrative expenses extremely high as a percentage of the market value, as another debater has pointed out. And that must, of course, be included in the overall assessment. In comparison, Umecrine alone accounts for almost 55 % of the unlisted shares in Karolinska Development (which I also invest in), which some believe is the reason for the large NAV discount in this company of approx. 80 %. But also in Karolinska Development, the large NAV discount more than sufficiently accounts for Umecrine unexpectedly being worth 0 kr. I have tried using the same method to assess the real NAV discount in Kinnevik (which is currently rising sharply in price) compared to First Venture. The official NAV discount is approx. 35 %. The real NAV discount is approx. 45 % according to my calculation. At Kinnevik, the 3 largest unlisted companies account for approx. 43 % of the unlisted shares, and in this respect are somewhat similar to First Venture. But the portfolio is broader in Kinnevik – and the share capital is of a quite different size, and the administrative expenses as a percentage of the market value are correspondingly much lower. My trust in the management, however, is not very high, as I still wonder about the wisdom of selling the golden egg and now instead holding 7.7 billion in uninvested capital, instead of having continuously sold off the golden egg when needed and when there were companies one would rather invest the money in. But others may have greater abilities than I do to assess the value of the underlying unlisted companies in the three mentioned listed companies.
- 7.10. · Muokattu·I'm actually more afraid that the share is so cheap at the moment that it will slowly be bought up, and one day, when the hidden values come to light, we will be forcibly redeemed by the large owners. So I hope that the small shareholders buy in well before the shares disappear. See for example: Investment company First Ventures' largest owner, real estate profile Rutger Arnhult has increased his ownership in the company by 2.1 million shares. He now owns just over 10 million shares, corresponding to 26.7 percent of the capital8.10.·The bottom of the supply has been increasing in any case. I have a GAK of around 1.65 and it makes up about 4 percent of the portfolio.
- 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!
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
3 900
Myynti
Määrä
1 610
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 | - | - | ||
| 50 | - | - | ||
| 80 | - | - | ||
| 500 | - | - | ||
| 526 | - | - |
Ylin
2,05VWAP
Alin
2,01VaihtoMäärä
0 1 240
VWAP
Ylin
2,05Alin
2,01VaihtoMäärä
0 1 240
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 240 | 1 240 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 240 | 1 240 | 0 | 0 |
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
71 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
- 26.10.·The share price is fortunately rising, but with low turnover. The official NAV discount is approx. 65 %. But that's not how I calculate it. The real NAV discount is well over 75 %. I calculate the real NAV discount solely in relation to the unlisted shares, as I first fully offset the value of the listed shares and liquid positive capital (and offset any debt). After that, it is of course necessary to look at what unlisted shares are held in the company's portfolio. Firstly, one must consider whether the valuation is correctly determined. I do not have the prerequisites to know this, and must therefore assess whether I find the management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes top up further. (Although the latter is the case for this share – and is generally positive – I have conversely written previously that precisely for this share I may be a little concerned that it might one day lead to a takeover and redemption of minority shareholders, if minority shareholders continuously divest this share.) Secondly, one must consider the security in relation to how much individual shares make up in the portfolio. In this share, the 3 largest unlisted companies together constitute "only" approx. 50 % of the unlisted shares. So that doesn't worry me. So even if all 3 largest companies were to go bankrupt, the share's intrinsic value would still be intact relative to the share price. But the low capital in the company and the low market value make the administrative expenses extremely high as a percentage of the market value, as another debater has pointed out. And that must, of course, be included in the overall assessment. In comparison, Umecrine alone accounts for almost 55 % of the unlisted shares in Karolinska Development (which I also invest in), which some believe is the reason for the large NAV discount in this company of approx. 80 %. But also in Karolinska Development, the large NAV discount more than sufficiently accounts for Umecrine unexpectedly being worth 0 kr. I have tried using the same method to assess the real NAV discount in Kinnevik (which is currently rising sharply in price) compared to First Venture. The official NAV discount is approx. 35 %. The real NAV discount is approx. 45 % according to my calculation. At Kinnevik, the 3 largest unlisted companies account for approx. 43 % of the unlisted shares, and in this respect are somewhat similar to First Venture. But the portfolio is broader in Kinnevik – and the share capital is of a quite different size, and the administrative expenses as a percentage of the market value are correspondingly much lower. My trust in the management, however, is not very high, as I still wonder about the wisdom of selling the golden egg and now instead holding 7.7 billion in uninvested capital, instead of having continuously sold off the golden egg when needed and when there were companies one would rather invest the money in. But others may have greater abilities than I do to assess the value of the underlying unlisted companies in the three mentioned listed companies.
- 7.10. · Muokattu·I'm actually more afraid that the share is so cheap at the moment that it will slowly be bought up, and one day, when the hidden values come to light, we will be forcibly redeemed by the large owners. So I hope that the small shareholders buy in well before the shares disappear. See for example: Investment company First Ventures' largest owner, real estate profile Rutger Arnhult has increased his ownership in the company by 2.1 million shares. He now owns just over 10 million shares, corresponding to 26.7 percent of the capital8.10.·The bottom of the supply has been increasing in any case. I have a GAK of around 1.65 and it makes up about 4 percent of the portfolio.
- 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!
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Tarjoustasot
First North Sweden
Määrä
Osto
3 900
Myynti
Määrä
1 610
Viimeisimmät kaupat
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Ylin
2,05VWAP
Alin
2,01VaihtoMäärä
0 1 240
VWAP
Ylin
2,05Alin
2,01VaihtoMäärä
0 1 240
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
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| Anonyymi | 1 240 | 1 240 | 0 | 0 |
Myyneet eniten
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| Anonyymi | 1 240 | 1 240 | 0 | 0 |