2025 Q3 -tulosraportti
20 päivää sitten29 min
Tarjoustasot
First North Sweden
Määrä
Osto
943
Myynti
Määrä
2 797
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 62 | - | - | ||
| 10 | - | - | ||
| 794 | - | - | ||
| 660 | - | - | ||
| 4 546 | - | - |
Ylin
2,24VWAP
Alin
2,18VaihtoMäärä
0 10 074
VWAP
Ylin
2,24Alin
2,18VaihtoMäärä
0 10 074
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11. | |
| 2025 Q2 -tulosraportti | 28.8. | |
| 2025 Q1 -tulosraportti | 22.5. | |
| 2024 Q4 -tulosraportti | 27.2. | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenThe EFSA process will likely take longer than estimated. This will lead to a cash shortage and a stock price crash... Perhaps a new larger customer in Brazil can manage to save the situation, but goodness how long it has taken..
·20 t sitten · MuokattuOne should not expect a reply from EFSA on January 15th. We saw from 2023 that the risk assessment deadline was August 5th. It was discussed at the FEEDAP meeting on September 26-28. Output adopted was not until October 31st and publication was December 14th. There is a FEEDAP Panel meeting on January 28th; if we are lucky, it will be discussed there. Otherwise, we will have to wait until the 187th meeting on March 11th. And from processing, one should probably expect 2-3 months before publication. And it is only upon publication that the product is actually approved and sales can start. And this is, of course, assuming the product is approved. There is no guarantee of that, even though the company seems convinced that their data is strong enough. If everything goes well, we could see sales of aXiphen in the EU in the latter part of 2026, but realistically, 2027 is a better bet. In the meantime, the company is dependent on continued increased sales of aXivite and more customers in Brazil.- ·3.12. · Muokattu@Divisi Venator - So what do we think, will the money last until approval or will we face an NE just before? If it gets approved, it will be a good NE for the company, but should approval be put on hold or even worse receive a rejection, then it will be difficult to carry out an NE at all...·3.12.If the cash is to last until breakeven, it will require continued strong sales of aXivite and then we need to start seeing some sales of aXiphen. Costs are under control, which is positive, but there is no room to invest heavily in new measures and initiatives. There is no need to invest further in inventory, so that eases the liquidity requirement here in Q4. There were 6M in accounts receivable and if they fall due here in Q4, that alone should be enough to cover the costs. So next quarter is fine, but if sales fail in Q4, there will be problems in Q1 2026. It "only" takes about 25-30M in annual sales of aXivite before it can break even. We are not that far from it after all, and with the momentum in that sector, it is probably not unrealistic to believe in for 2026. I do not see the EU approval as crucial for survival. However, it is enormously crucial for whether the full potential can be realized. Will there be a new share issue? I don't think it's necessary to reach positive cash flow. But it might be the assessment that one can scale much faster with additional capital, and then a new share issue might be seen as the best way to raise that money.
- ·24.11.On Friday we will receive results from Q3 which covers July, August and September. This should be the first quarter where we see sales of aXiphen and not just aXivite. Here are revenue figures from the last 12 quarters: 22Q3 263 22Q4 3.539 23Q1 554 23Q2 693 23Q3 287 23Q4 275 24Q1 808 24Q2 5.867 24Q3 504 24Q4 1.391 25Q1 3.387 25Q2 6.648 All of it from aXivite. The indications we have received are positive. Increased interest in aXivite and several new product launches from their customers. The order to HSN alone was ~SEK460K. Exactly what we can expect in sales is difficult to predict, and we should probably still expect variation in aXivite sales from quarter to quarter. Then we have aXiphen. We received a notification of the first order worth approximately SEK1.6M in mid-September. We probably shouldn't expect more than that from Q3. We saw relatively high costs last quarter, which was due to investment in the warehouse. I still expect a tight cost focus where personnel and other external costs are under control. For example, we should have seen the last expenses for the work on the approval in the EU, and I believe that any costs related to dairy cattle will primarily relate to Q4. And then it will naturally be super interesting to see how the cash balance is doing. At the end of Q2, there was a total of approximately 8.8M in cash + credit facilities available.·28.11.We didn't get any wiser about the sale of aXiphen. He simply couldn't answer it. He said there were revenues from aXiphen in Q3, but it does not appear in the report. Otherwise, he expressed good control over the finances. There are 6M in accounts receivable, which are continuously due here in Q4. In addition, there is now sufficient inventory, so that all sales go directly into cash. For now, there seems to be control over the cash, but should one suddenly invest heavily in scaling up, additional capital would be required. However, this was not on the drawing board for now. Otherwise, positive reports on several fronts. There is a focus on strengthening the organization with a stronger sales team. Chr Olesen is also looking into strengthening the sales effort for aXiphen with dedicated personnel just for this product. Continued focus on keeping costs down. A new study is on its way to being published in aXivite. More info about the effect and result of the effect in dairy cattle. After payment for aXiphen, the dairy farmer can earn $1 more per cow per day, due to higher yield and quality (higher protein and fat content in the milk). That's not small change, so with an approval in hand, it should sell itself.
·13.11.TA thoughts in daily view Nov 13 approx 10:00 An extended abc-retrace that has largely reached the upward sloping MA200 line has occurred. The other three MA lines (20, 50 and 100) are above the price. MA20 and 50 are sloping down and 100 is horizontal. Red Ichimoku cloud 26 days ahead, somewhat strong, consolidating. SMACD at -10, horizontal. Volume balance slightly negative. The retrace has reached just below Fibonacci's 50% level, measured from April 7 (approx 1kr) and Sept 3 (4,10kr). Price below the Ichimoku cloud and lagging (26 days) Chikou Span line in free space. Low turnover. My conclusions: If MA200 (approx 2,32kr) and Fib 61,8% (approx 2,17kr) are undercut, there is a risk of returning to the lowest level around 1kr. Support is thus at these levels and naturally at 2kr. Upwards, resistance is closest at MA20 (approx 2,63kr) and thereafter at MA50 and MA100 (approx 3kr). Next resistance at Ichimoku's SenkouSpanB line approx 3,14kr. Continued consolidation around Fib 50% (2,54kr) likely. Pivot bottoms at approx 2,20kr and Fib 61,8% are the best support against further decline. Strongest resistance upwards between 3kr and 3,15kr. Most likely: continued consolidation with small movements until new info is given… And then we'll see where the price goes!·13.11.The stock price is news-driven. New customer agreements, EFSA approval or Ne·13.11.... and yet it is people who react to what is happening, which is TA's basis for analysis...
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
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.
2025 Q3 -tulosraportti
20 päivää sitten29 min
Uutiset
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
- ·1 päivä sittenThe EFSA process will likely take longer than estimated. This will lead to a cash shortage and a stock price crash... Perhaps a new larger customer in Brazil can manage to save the situation, but goodness how long it has taken..·20 t sitten · MuokattuOne should not expect a reply from EFSA on January 15th. We saw from 2023 that the risk assessment deadline was August 5th. It was discussed at the FEEDAP meeting on September 26-28. Output adopted was not until October 31st and publication was December 14th. There is a FEEDAP Panel meeting on January 28th; if we are lucky, it will be discussed there. Otherwise, we will have to wait until the 187th meeting on March 11th. And from processing, one should probably expect 2-3 months before publication. And it is only upon publication that the product is actually approved and sales can start. And this is, of course, assuming the product is approved. There is no guarantee of that, even though the company seems convinced that their data is strong enough. If everything goes well, we could see sales of aXiphen in the EU in the latter part of 2026, but realistically, 2027 is a better bet. In the meantime, the company is dependent on continued increased sales of aXivite and more customers in Brazil.
- ·3.12. · Muokattu@Divisi Venator - So what do we think, will the money last until approval or will we face an NE just before? If it gets approved, it will be a good NE for the company, but should approval be put on hold or even worse receive a rejection, then it will be difficult to carry out an NE at all...·3.12.If the cash is to last until breakeven, it will require continued strong sales of aXivite and then we need to start seeing some sales of aXiphen. Costs are under control, which is positive, but there is no room to invest heavily in new measures and initiatives. There is no need to invest further in inventory, so that eases the liquidity requirement here in Q4. There were 6M in accounts receivable and if they fall due here in Q4, that alone should be enough to cover the costs. So next quarter is fine, but if sales fail in Q4, there will be problems in Q1 2026. It "only" takes about 25-30M in annual sales of aXivite before it can break even. We are not that far from it after all, and with the momentum in that sector, it is probably not unrealistic to believe in for 2026. I do not see the EU approval as crucial for survival. However, it is enormously crucial for whether the full potential can be realized. Will there be a new share issue? I don't think it's necessary to reach positive cash flow. But it might be the assessment that one can scale much faster with additional capital, and then a new share issue might be seen as the best way to raise that money.
- ·24.11.On Friday we will receive results from Q3 which covers July, August and September. This should be the first quarter where we see sales of aXiphen and not just aXivite. Here are revenue figures from the last 12 quarters: 22Q3 263 22Q4 3.539 23Q1 554 23Q2 693 23Q3 287 23Q4 275 24Q1 808 24Q2 5.867 24Q3 504 24Q4 1.391 25Q1 3.387 25Q2 6.648 All of it from aXivite. The indications we have received are positive. Increased interest in aXivite and several new product launches from their customers. The order to HSN alone was ~SEK460K. Exactly what we can expect in sales is difficult to predict, and we should probably still expect variation in aXivite sales from quarter to quarter. Then we have aXiphen. We received a notification of the first order worth approximately SEK1.6M in mid-September. We probably shouldn't expect more than that from Q3. We saw relatively high costs last quarter, which was due to investment in the warehouse. I still expect a tight cost focus where personnel and other external costs are under control. For example, we should have seen the last expenses for the work on the approval in the EU, and I believe that any costs related to dairy cattle will primarily relate to Q4. And then it will naturally be super interesting to see how the cash balance is doing. At the end of Q2, there was a total of approximately 8.8M in cash + credit facilities available.·28.11.We didn't get any wiser about the sale of aXiphen. He simply couldn't answer it. He said there were revenues from aXiphen in Q3, but it does not appear in the report. Otherwise, he expressed good control over the finances. There are 6M in accounts receivable, which are continuously due here in Q4. In addition, there is now sufficient inventory, so that all sales go directly into cash. For now, there seems to be control over the cash, but should one suddenly invest heavily in scaling up, additional capital would be required. However, this was not on the drawing board for now. Otherwise, positive reports on several fronts. There is a focus on strengthening the organization with a stronger sales team. Chr Olesen is also looking into strengthening the sales effort for aXiphen with dedicated personnel just for this product. Continued focus on keeping costs down. A new study is on its way to being published in aXivite. More info about the effect and result of the effect in dairy cattle. After payment for aXiphen, the dairy farmer can earn $1 more per cow per day, due to higher yield and quality (higher protein and fat content in the milk). That's not small change, so with an approval in hand, it should sell itself.
- ·13.11.TA thoughts in daily view Nov 13 approx 10:00 An extended abc-retrace that has largely reached the upward sloping MA200 line has occurred. The other three MA lines (20, 50 and 100) are above the price. MA20 and 50 are sloping down and 100 is horizontal. Red Ichimoku cloud 26 days ahead, somewhat strong, consolidating. SMACD at -10, horizontal. Volume balance slightly negative. The retrace has reached just below Fibonacci's 50% level, measured from April 7 (approx 1kr) and Sept 3 (4,10kr). Price below the Ichimoku cloud and lagging (26 days) Chikou Span line in free space. Low turnover. My conclusions: If MA200 (approx 2,32kr) and Fib 61,8% (approx 2,17kr) are undercut, there is a risk of returning to the lowest level around 1kr. Support is thus at these levels and naturally at 2kr. Upwards, resistance is closest at MA20 (approx 2,63kr) and thereafter at MA50 and MA100 (approx 3kr). Next resistance at Ichimoku's SenkouSpanB line approx 3,14kr. Continued consolidation around Fib 50% (2,54kr) likely. Pivot bottoms at approx 2,20kr and Fib 61,8% are the best support against further decline. Strongest resistance upwards between 3kr and 3,15kr. Most likely: continued consolidation with small movements until new info is given… And then we'll see where the price goes!·13.11.The stock price is news-driven. New customer agreements, EFSA approval or Ne·13.11.... and yet it is people who react to what is happening, which is TA's basis for analysis...
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
943
Myynti
Määrä
2 797
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 62 | - | - | ||
| 10 | - | - | ||
| 794 | - | - | ||
| 660 | - | - | ||
| 4 546 | - | - |
Ylin
2,24VWAP
Alin
2,18VaihtoMäärä
0 10 074
VWAP
Ylin
2,24Alin
2,18VaihtoMäärä
0 10 074
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11. | |
| 2025 Q2 -tulosraportti | 28.8. | |
| 2025 Q1 -tulosraportti | 22.5. | |
| 2024 Q4 -tulosraportti | 27.2. | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
20 päivää sitten29 min
Uutiset
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 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11. | |
| 2025 Q2 -tulosraportti | 28.8. | |
| 2025 Q1 -tulosraportti | 22.5. | |
| 2024 Q4 -tulosraportti | 27.2. | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThe EFSA process will likely take longer than estimated. This will lead to a cash shortage and a stock price crash... Perhaps a new larger customer in Brazil can manage to save the situation, but goodness how long it has taken..·20 t sitten · MuokattuOne should not expect a reply from EFSA on January 15th. We saw from 2023 that the risk assessment deadline was August 5th. It was discussed at the FEEDAP meeting on September 26-28. Output adopted was not until October 31st and publication was December 14th. There is a FEEDAP Panel meeting on January 28th; if we are lucky, it will be discussed there. Otherwise, we will have to wait until the 187th meeting on March 11th. And from processing, one should probably expect 2-3 months before publication. And it is only upon publication that the product is actually approved and sales can start. And this is, of course, assuming the product is approved. There is no guarantee of that, even though the company seems convinced that their data is strong enough. If everything goes well, we could see sales of aXiphen in the EU in the latter part of 2026, but realistically, 2027 is a better bet. In the meantime, the company is dependent on continued increased sales of aXivite and more customers in Brazil.
- ·3.12. · Muokattu@Divisi Venator - So what do we think, will the money last until approval or will we face an NE just before? If it gets approved, it will be a good NE for the company, but should approval be put on hold or even worse receive a rejection, then it will be difficult to carry out an NE at all...·3.12.If the cash is to last until breakeven, it will require continued strong sales of aXivite and then we need to start seeing some sales of aXiphen. Costs are under control, which is positive, but there is no room to invest heavily in new measures and initiatives. There is no need to invest further in inventory, so that eases the liquidity requirement here in Q4. There were 6M in accounts receivable and if they fall due here in Q4, that alone should be enough to cover the costs. So next quarter is fine, but if sales fail in Q4, there will be problems in Q1 2026. It "only" takes about 25-30M in annual sales of aXivite before it can break even. We are not that far from it after all, and with the momentum in that sector, it is probably not unrealistic to believe in for 2026. I do not see the EU approval as crucial for survival. However, it is enormously crucial for whether the full potential can be realized. Will there be a new share issue? I don't think it's necessary to reach positive cash flow. But it might be the assessment that one can scale much faster with additional capital, and then a new share issue might be seen as the best way to raise that money.
- ·24.11.On Friday we will receive results from Q3 which covers July, August and September. This should be the first quarter where we see sales of aXiphen and not just aXivite. Here are revenue figures from the last 12 quarters: 22Q3 263 22Q4 3.539 23Q1 554 23Q2 693 23Q3 287 23Q4 275 24Q1 808 24Q2 5.867 24Q3 504 24Q4 1.391 25Q1 3.387 25Q2 6.648 All of it from aXivite. The indications we have received are positive. Increased interest in aXivite and several new product launches from their customers. The order to HSN alone was ~SEK460K. Exactly what we can expect in sales is difficult to predict, and we should probably still expect variation in aXivite sales from quarter to quarter. Then we have aXiphen. We received a notification of the first order worth approximately SEK1.6M in mid-September. We probably shouldn't expect more than that from Q3. We saw relatively high costs last quarter, which was due to investment in the warehouse. I still expect a tight cost focus where personnel and other external costs are under control. For example, we should have seen the last expenses for the work on the approval in the EU, and I believe that any costs related to dairy cattle will primarily relate to Q4. And then it will naturally be super interesting to see how the cash balance is doing. At the end of Q2, there was a total of approximately 8.8M in cash + credit facilities available.·28.11.We didn't get any wiser about the sale of aXiphen. He simply couldn't answer it. He said there were revenues from aXiphen in Q3, but it does not appear in the report. Otherwise, he expressed good control over the finances. There are 6M in accounts receivable, which are continuously due here in Q4. In addition, there is now sufficient inventory, so that all sales go directly into cash. For now, there seems to be control over the cash, but should one suddenly invest heavily in scaling up, additional capital would be required. However, this was not on the drawing board for now. Otherwise, positive reports on several fronts. There is a focus on strengthening the organization with a stronger sales team. Chr Olesen is also looking into strengthening the sales effort for aXiphen with dedicated personnel just for this product. Continued focus on keeping costs down. A new study is on its way to being published in aXivite. More info about the effect and result of the effect in dairy cattle. After payment for aXiphen, the dairy farmer can earn $1 more per cow per day, due to higher yield and quality (higher protein and fat content in the milk). That's not small change, so with an approval in hand, it should sell itself.
- ·13.11.TA thoughts in daily view Nov 13 approx 10:00 An extended abc-retrace that has largely reached the upward sloping MA200 line has occurred. The other three MA lines (20, 50 and 100) are above the price. MA20 and 50 are sloping down and 100 is horizontal. Red Ichimoku cloud 26 days ahead, somewhat strong, consolidating. SMACD at -10, horizontal. Volume balance slightly negative. The retrace has reached just below Fibonacci's 50% level, measured from April 7 (approx 1kr) and Sept 3 (4,10kr). Price below the Ichimoku cloud and lagging (26 days) Chikou Span line in free space. Low turnover. My conclusions: If MA200 (approx 2,32kr) and Fib 61,8% (approx 2,17kr) are undercut, there is a risk of returning to the lowest level around 1kr. Support is thus at these levels and naturally at 2kr. Upwards, resistance is closest at MA20 (approx 2,63kr) and thereafter at MA50 and MA100 (approx 3kr). Next resistance at Ichimoku's SenkouSpanB line approx 3,14kr. Continued consolidation around Fib 50% (2,54kr) likely. Pivot bottoms at approx 2,20kr and Fib 61,8% are the best support against further decline. Strongest resistance upwards between 3kr and 3,15kr. Most likely: continued consolidation with small movements until new info is given… And then we'll see where the price goes!·13.11.The stock price is news-driven. New customer agreements, EFSA approval or Ne·13.11.... and yet it is people who react to what is happening, which is TA's basis for analysis...
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
943
Myynti
Määrä
2 797
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 62 | - | - | ||
| 10 | - | - | ||
| 794 | - | - | ||
| 660 | - | - | ||
| 4 546 | - | - |
Ylin
2,24VWAP
Alin
2,18VaihtoMäärä
0 10 074
VWAP
Ylin
2,24Alin
2,18VaihtoMäärä
0 10 074
Välittäjätilasto
Dataa ei löytynyt