2025 Q3 -tulosraportti
65 päivää sitten29 min
Tarjoustasot
First North Sweden
Määrä
Osto
400
Myynti
Määrä
2 235
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 209 | - | - | ||
| 113 | - | - | ||
| 50 | - | - | ||
| 1 290 | - | - | ||
| 3 501 | - | - |
Ylin
1,95VWAP
Alin
1,7VaihtoMäärä
0,1 82 094
VWAP
Ylin
1,95Alin
1,7VaihtoMäärä
0,1 82 094
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11.2025 | |
| 2025 Q2 -tulosraportti | 28.8.2025 | |
| 2025 Q1 -tulosraportti | 22.5.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·20.1.The perpetual application rolls on and it's time for the company to raise money without first being able to release good news. Unbelievable/ Outrageous....
·27.1. · MuokattuEFSA has requested the following: - Technical Dossier - List of annexes, references - Technical Dossier - Efficacy of the additive - Efficacy - Technical Dossier - Safety of the additive - Safety of use of the additive for consumers I find it reprehensible that it was not already included. Weren't these precisely the studies they had conducted? If that is the case, then fortunately it's not something new EFSA is requesting, and that was my initial fear. Torsten and the team need to get a move on and send the necessary material quickly so the process can move forward. What timeline can we expect before we move forward? Initially, a Clock Stop was called from 22-12-2022 to 21-03-2023. It was processed 26-28. September. Here we had output adopted 31-10-2023 and output published 12-12-2023. There are FEEDAP Panel meetings scheduled: 188: 5-6. May 189: 30. June-1. July 190: 9-10. September 191: 14-15. October.. 192: 24-25. November If everything runs as it should, we can probably expect processing no earlier than September. But that's a big if, because nothing in this process has really gone as it should. Sales in the EU will not happen in 2026. I would guess that we will need at least 12-18 months before we see it added to feed in the EU. And that is assuming they actually get the approval. There are no guarantees for that.- ·16.12.2025The 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..·16.1. · MuokattuAs I wrote earlier, it will be discussed at a FEEDAP Plenary meeting.... 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. See my previous post about the process. You can stay updated here: https://www.efsa.europa.eu/en/events/186th-plenary-meeting-feedap-panel An agenda should be available immediately before the meeting starts. Hopefully, the discussion of aXiphen will be included.
- ·3.12.2025 · 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...·3.12.2025If 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.
- ·24.11.2025On 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.·28.11.2025We 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.
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
65 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
- ·20.1.The perpetual application rolls on and it's time for the company to raise money without first being able to release good news. Unbelievable/ Outrageous....·27.1. · MuokattuEFSA has requested the following: - Technical Dossier - List of annexes, references - Technical Dossier - Efficacy of the additive - Efficacy - Technical Dossier - Safety of the additive - Safety of use of the additive for consumers I find it reprehensible that it was not already included. Weren't these precisely the studies they had conducted? If that is the case, then fortunately it's not something new EFSA is requesting, and that was my initial fear. Torsten and the team need to get a move on and send the necessary material quickly so the process can move forward. What timeline can we expect before we move forward? Initially, a Clock Stop was called from 22-12-2022 to 21-03-2023. It was processed 26-28. September. Here we had output adopted 31-10-2023 and output published 12-12-2023. There are FEEDAP Panel meetings scheduled: 188: 5-6. May 189: 30. June-1. July 190: 9-10. September 191: 14-15. October.. 192: 24-25. November If everything runs as it should, we can probably expect processing no earlier than September. But that's a big if, because nothing in this process has really gone as it should. Sales in the EU will not happen in 2026. I would guess that we will need at least 12-18 months before we see it added to feed in the EU. And that is assuming they actually get the approval. There are no guarantees for that.
- ·16.12.2025The 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..·16.1. · MuokattuAs I wrote earlier, it will be discussed at a FEEDAP Plenary meeting.... 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. See my previous post about the process. You can stay updated here: https://www.efsa.europa.eu/en/events/186th-plenary-meeting-feedap-panel An agenda should be available immediately before the meeting starts. Hopefully, the discussion of aXiphen will be included.
- ·3.12.2025 · 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...·3.12.2025If 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.
- ·24.11.2025On 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.·28.11.2025We 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.
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
400
Myynti
Määrä
2 235
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 209 | - | - | ||
| 113 | - | - | ||
| 50 | - | - | ||
| 1 290 | - | - | ||
| 3 501 | - | - |
Ylin
1,95VWAP
Alin
1,7VaihtoMäärä
0,1 82 094
VWAP
Ylin
1,95Alin
1,7VaihtoMäärä
0,1 82 094
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11.2025 | |
| 2025 Q2 -tulosraportti | 28.8.2025 | |
| 2025 Q1 -tulosraportti | 22.5.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
2025 Q3 -tulosraportti
65 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
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.11.2025 | |
| 2025 Q2 -tulosraportti | 28.8.2025 | |
| 2025 Q1 -tulosraportti | 22.5.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 29.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20.1.The perpetual application rolls on and it's time for the company to raise money without first being able to release good news. Unbelievable/ Outrageous....·27.1. · MuokattuEFSA has requested the following: - Technical Dossier - List of annexes, references - Technical Dossier - Efficacy of the additive - Efficacy - Technical Dossier - Safety of the additive - Safety of use of the additive for consumers I find it reprehensible that it was not already included. Weren't these precisely the studies they had conducted? If that is the case, then fortunately it's not something new EFSA is requesting, and that was my initial fear. Torsten and the team need to get a move on and send the necessary material quickly so the process can move forward. What timeline can we expect before we move forward? Initially, a Clock Stop was called from 22-12-2022 to 21-03-2023. It was processed 26-28. September. Here we had output adopted 31-10-2023 and output published 12-12-2023. There are FEEDAP Panel meetings scheduled: 188: 5-6. May 189: 30. June-1. July 190: 9-10. September 191: 14-15. October.. 192: 24-25. November If everything runs as it should, we can probably expect processing no earlier than September. But that's a big if, because nothing in this process has really gone as it should. Sales in the EU will not happen in 2026. I would guess that we will need at least 12-18 months before we see it added to feed in the EU. And that is assuming they actually get the approval. There are no guarantees for that.
- ·16.12.2025The 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..·16.1. · MuokattuAs I wrote earlier, it will be discussed at a FEEDAP Plenary meeting.... 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. See my previous post about the process. You can stay updated here: https://www.efsa.europa.eu/en/events/186th-plenary-meeting-feedap-panel An agenda should be available immediately before the meeting starts. Hopefully, the discussion of aXiphen will be included.
- ·3.12.2025 · 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...·3.12.2025If 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.
- ·24.11.2025On 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.·28.11.2025We 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.
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
400
Myynti
Määrä
2 235
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 209 | - | - | ||
| 113 | - | - | ||
| 50 | - | - | ||
| 1 290 | - | - | ||
| 3 501 | - | - |
Ylin
1,95VWAP
Alin
1,7VaihtoMäärä
0,1 82 094
VWAP
Ylin
1,95Alin
1,7VaihtoMäärä
0,1 82 094
Välittäjätilasto
Dataa ei löytynyt