Q3-osavuosiraportti
2 päivää sitten‧44 min
Tarjoustasot
First North Sweden
Määrä
Osto
100
Myynti
Määrä
3 233
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 | - | - | ||
| 200 | - | - | ||
| 100 | - | - | ||
| 39 | - | - | ||
| 1 194 | - | - |
Ylin
14VWAP
Alin
11,6VaihtoMäärä
1,3 109 290
VWAP
Ylin
14Alin
11,6VaihtoMäärä
1,3 109 290
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 27.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 14.11. | |
| 2024 Yhtiökokous | 15.9. | |
| 2025 Q2-osavuosiraportti | 22.8. | |
| 2025 Q1-osavuosiraportti | 30.5. | |
| 2025 Q1-osavuosiraportti | 15.5. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
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Kirjaudu
·16.10.A little different presentation. A little tricky. The plan for the future is quite OK and Magnus' initiative to sell shares to the share program is liked. Then I think there is not enough pressure in the store. Why talk about 2030? Do it NOW!
·2.11.Magnus is clearly a somewhat odd person, and for someone new to the company, it might be difficult to follow the presentations. I myself needed to listen a couple of times to hear what was actually said. I really appreciate that Magnus gives thorough answers to the questions he receives. Nothing new was really said, but it's definitely moving in the right direction. I strongly like the new strategy. That they are taking it at a calm and sensible pace I see as something positive. It sounds like the possibility to grow faster exists, but with their background, they probably don't want to shift into too high a gear. They are also focusing on strong cash flow and don't want to raise more money, and hopefully, it will soon be time for a dividend. All of this means they can't grow as fast as possible, but they can instead create shareholder value, which in the end is the most important thing. Overall, I think Talkpool feels like an interesting alternative to many other smaller companies in the growth phase.
·7.8.Does anyone know the reason for today's rise?
·8.8. · MuokattuAccording to the latest analyses of the company, the value of the German division alone can be converted to approximately 23 SEK / share, so even after a relatively conservative discounting, the company's total value must logically be significantly above that level. TALK consists of many divisions, including a budding entry into the US market, where it already has contract(s) that are expected to increase in scope. There is a distinct need for the rollout of fiber in the US and the company is strongly positioned to deliver these services. Furthermore, the company itself has informed the market about its entry into the Swedish defense sector, which could potentially represent a significant boost to the company's revenue and earnings. The next report will chart the direction further, but the figures are expected to cement the company's defacto turnaround into a profitable case with dividends. Note that there are only approximately 6.7 million shares in the company and a significant number are in strong hands in management and among major shareholders.- ·23.6.TalkPool shows breakout above 10.50 According to the latest announcement from the company, the launch of the Swedish subsidiary *Talkpool AB* marks a strategically important step for Talkpool AG into the rapidly growing market for communications solutions for the defense sector. This venture positions the company to benefit from the increasing demand resulting from Sweden's NATO membership and the growing defense budgets among allied countries. Access to growth market: By focusing on secure communications solutions for defense, Talkpool addresses a market with significant budget increases and long-term modernization needs. Strong local partnership: The collaboration with Harp Consulting strengthens market access and credibility in the Swedish defense environment. Future revenue outlook: Negotiations with major defense suppliers and authorities are underway, and the first contracts are expected in the second half of 2025 — indicating a new potential revenue stream. Strategic differentiation: The initiative leverages Talkpool's expertise in IoT and telecommunications in a highly specialized and high-margin market, with the potential for recurring and robust revenues. Overall, this venture demonstrates Talkpool's ability to apply its core competencies in value-creating niches, which can drive long-term equity returns and create diversification in the company's business foundation. TalkPool plans to pay dividend(s) in 2026: Cf. interview with Magnus Sparrholm, the company plans to pay dividend(s) in 2026 and with an EBIT in the vicinity of 30 MSEK (assumed to be a reasonable expectation, given the company's latest quarterly reports), this gives a gain of over 4 SEK/share. If the company pays out at least 50% as dividend, this gives approx. 2 - 3 NOK/share. Magnus' interview, which also contains some interesting background information about the company: https://www.youtube.com/watch?v=xTi4sniGx_M&ab_channel=Finwire.tv
- ·21.5.The market is positively responding to the company's turnaround and the latest positive news signals that the company is making money and looks set to increase revenue and profit margin over the coming years; if the company succeeds in its future growth, a significant upward adjustment is in the cards. I share here a chart (fished from placera.se) that shows the relationship between market value and EBIDTA over the period to 2030. With a current price of approximately SEK 10.00, a target of approximately SEK 25.00 is reasonable; I personally expect the company to outperform and the 2030 target to be met much earlier, by the end of 2028. Weekly shows significant interest over the last few weeks and after an (expected) limited pullback on lower volume, the signal seems to continue to be positive.
- ·15.5. · MuokattuTalkPool is increasingly emerging as a company with great future potential. It must be seen as one of the more interesting investments in telecommunications. With strong fundamentals and a clear growth strategy, the company is significantly undervalued in relation to its financial development and strategic initiatives. Significantly strengthened balance sheet: Over the past two years, TalkPool has reduced its net debt by a whopping 73% – from €6.2 million to just €1.65 million – while equity has improved from -€3.58 million to positive levels. This financial turnaround is not yet reflected in the share price. Margin improvement shows efficient operations: With an increase in EBIT margin from 2% to 10%, TalkPool demonstrates strong operational progress. This type of improvement often precedes a revaluation in the market. Innovation-driven growth: Strategic agreements in AI and 5G Standalone technologies place the company at the forefront of next-generation telecom infrastructure – with the potential for scalable and high-margin revenue. Global growth with local expertise: From Miami to emerging markets – TalkPool’s geographic spread and technology focus create multiple growth opportunities, all at a valuation that remains below the level of similar companies. With greatly improved key figures and innovation at its core, TalkPool is trading well below its intrinsic value. For investors looking for a high-potential turnaround case in technical infrastructure, TalkPool offers a rare opportunity. Based on a projection of the financial figures and the annual growth towards 2030, I personally estimate a price around 35 - 40 SEK. In other words, significant upside from the current level.
·15.5.Good summary! Can recommend listening to the interview at Redeye with the CEO/Founder. He said a couple of interesting things: - He saw no difficulty in growing around 17% this year (long-term goal). - They don't need to hire more in the future (about 1500 employees today), quite the opposite in fact. The reason is that the jobs in the future will be with monitoring systems, etc. which can be done remotely. - Dividends are basically guaranteed to start next year. The only reason they didn't start this year was that they have interest-free "covid" loans that are converted to regular loans if they pay dividends.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q3-osavuosiraportti
2 päivää sitten‧44 min
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
- ·16.10.A little different presentation. A little tricky. The plan for the future is quite OK and Magnus' initiative to sell shares to the share program is liked. Then I think there is not enough pressure in the store. Why talk about 2030? Do it NOW!·2.11.Magnus is clearly a somewhat odd person, and for someone new to the company, it might be difficult to follow the presentations. I myself needed to listen a couple of times to hear what was actually said. I really appreciate that Magnus gives thorough answers to the questions he receives. Nothing new was really said, but it's definitely moving in the right direction. I strongly like the new strategy. That they are taking it at a calm and sensible pace I see as something positive. It sounds like the possibility to grow faster exists, but with their background, they probably don't want to shift into too high a gear. They are also focusing on strong cash flow and don't want to raise more money, and hopefully, it will soon be time for a dividend. All of this means they can't grow as fast as possible, but they can instead create shareholder value, which in the end is the most important thing. Overall, I think Talkpool feels like an interesting alternative to many other smaller companies in the growth phase.
- ·7.8.Does anyone know the reason for today's rise?·8.8. · MuokattuAccording to the latest analyses of the company, the value of the German division alone can be converted to approximately 23 SEK / share, so even after a relatively conservative discounting, the company's total value must logically be significantly above that level. TALK consists of many divisions, including a budding entry into the US market, where it already has contract(s) that are expected to increase in scope. There is a distinct need for the rollout of fiber in the US and the company is strongly positioned to deliver these services. Furthermore, the company itself has informed the market about its entry into the Swedish defense sector, which could potentially represent a significant boost to the company's revenue and earnings. The next report will chart the direction further, but the figures are expected to cement the company's defacto turnaround into a profitable case with dividends. Note that there are only approximately 6.7 million shares in the company and a significant number are in strong hands in management and among major shareholders.
- ·23.6.TalkPool shows breakout above 10.50 According to the latest announcement from the company, the launch of the Swedish subsidiary *Talkpool AB* marks a strategically important step for Talkpool AG into the rapidly growing market for communications solutions for the defense sector. This venture positions the company to benefit from the increasing demand resulting from Sweden's NATO membership and the growing defense budgets among allied countries. Access to growth market: By focusing on secure communications solutions for defense, Talkpool addresses a market with significant budget increases and long-term modernization needs. Strong local partnership: The collaboration with Harp Consulting strengthens market access and credibility in the Swedish defense environment. Future revenue outlook: Negotiations with major defense suppliers and authorities are underway, and the first contracts are expected in the second half of 2025 — indicating a new potential revenue stream. Strategic differentiation: The initiative leverages Talkpool's expertise in IoT and telecommunications in a highly specialized and high-margin market, with the potential for recurring and robust revenues. Overall, this venture demonstrates Talkpool's ability to apply its core competencies in value-creating niches, which can drive long-term equity returns and create diversification in the company's business foundation. TalkPool plans to pay dividend(s) in 2026: Cf. interview with Magnus Sparrholm, the company plans to pay dividend(s) in 2026 and with an EBIT in the vicinity of 30 MSEK (assumed to be a reasonable expectation, given the company's latest quarterly reports), this gives a gain of over 4 SEK/share. If the company pays out at least 50% as dividend, this gives approx. 2 - 3 NOK/share. Magnus' interview, which also contains some interesting background information about the company: https://www.youtube.com/watch?v=xTi4sniGx_M&ab_channel=Finwire.tv
- ·21.5.The market is positively responding to the company's turnaround and the latest positive news signals that the company is making money and looks set to increase revenue and profit margin over the coming years; if the company succeeds in its future growth, a significant upward adjustment is in the cards. I share here a chart (fished from placera.se) that shows the relationship between market value and EBIDTA over the period to 2030. With a current price of approximately SEK 10.00, a target of approximately SEK 25.00 is reasonable; I personally expect the company to outperform and the 2030 target to be met much earlier, by the end of 2028. Weekly shows significant interest over the last few weeks and after an (expected) limited pullback on lower volume, the signal seems to continue to be positive.
- ·15.5. · MuokattuTalkPool is increasingly emerging as a company with great future potential. It must be seen as one of the more interesting investments in telecommunications. With strong fundamentals and a clear growth strategy, the company is significantly undervalued in relation to its financial development and strategic initiatives. Significantly strengthened balance sheet: Over the past two years, TalkPool has reduced its net debt by a whopping 73% – from €6.2 million to just €1.65 million – while equity has improved from -€3.58 million to positive levels. This financial turnaround is not yet reflected in the share price. Margin improvement shows efficient operations: With an increase in EBIT margin from 2% to 10%, TalkPool demonstrates strong operational progress. This type of improvement often precedes a revaluation in the market. Innovation-driven growth: Strategic agreements in AI and 5G Standalone technologies place the company at the forefront of next-generation telecom infrastructure – with the potential for scalable and high-margin revenue. Global growth with local expertise: From Miami to emerging markets – TalkPool’s geographic spread and technology focus create multiple growth opportunities, all at a valuation that remains below the level of similar companies. With greatly improved key figures and innovation at its core, TalkPool is trading well below its intrinsic value. For investors looking for a high-potential turnaround case in technical infrastructure, TalkPool offers a rare opportunity. Based on a projection of the financial figures and the annual growth towards 2030, I personally estimate a price around 35 - 40 SEK. In other words, significant upside from the current level.·15.5.Good summary! Can recommend listening to the interview at Redeye with the CEO/Founder. He said a couple of interesting things: - He saw no difficulty in growing around 17% this year (long-term goal). - They don't need to hire more in the future (about 1500 employees today), quite the opposite in fact. The reason is that the jobs in the future will be with monitoring systems, etc. which can be done remotely. - Dividends are basically guaranteed to start next year. The only reason they didn't start this year was that they have interest-free "covid" loans that are converted to regular loans if they pay dividends.
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
100
Myynti
Määrä
3 233
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 | - | - | ||
| 200 | - | - | ||
| 100 | - | - | ||
| 39 | - | - | ||
| 1 194 | - | - |
Ylin
14VWAP
Alin
11,6VaihtoMäärä
1,3 109 290
VWAP
Ylin
14Alin
11,6VaihtoMäärä
1,3 109 290
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 27.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 14.11. | |
| 2024 Yhtiökokous | 15.9. | |
| 2025 Q2-osavuosiraportti | 22.8. | |
| 2025 Q1-osavuosiraportti | 30.5. | |
| 2025 Q1-osavuosiraportti | 15.5. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
2 päivää sitten‧44 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 27.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 14.11. | |
| 2024 Yhtiökokous | 15.9. | |
| 2025 Q2-osavuosiraportti | 22.8. | |
| 2025 Q1-osavuosiraportti | 30.5. | |
| 2025 Q1-osavuosiraportti | 15.5. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·16.10.A little different presentation. A little tricky. The plan for the future is quite OK and Magnus' initiative to sell shares to the share program is liked. Then I think there is not enough pressure in the store. Why talk about 2030? Do it NOW!·2.11.Magnus is clearly a somewhat odd person, and for someone new to the company, it might be difficult to follow the presentations. I myself needed to listen a couple of times to hear what was actually said. I really appreciate that Magnus gives thorough answers to the questions he receives. Nothing new was really said, but it's definitely moving in the right direction. I strongly like the new strategy. That they are taking it at a calm and sensible pace I see as something positive. It sounds like the possibility to grow faster exists, but with their background, they probably don't want to shift into too high a gear. They are also focusing on strong cash flow and don't want to raise more money, and hopefully, it will soon be time for a dividend. All of this means they can't grow as fast as possible, but they can instead create shareholder value, which in the end is the most important thing. Overall, I think Talkpool feels like an interesting alternative to many other smaller companies in the growth phase.
- ·7.8.Does anyone know the reason for today's rise?·8.8. · MuokattuAccording to the latest analyses of the company, the value of the German division alone can be converted to approximately 23 SEK / share, so even after a relatively conservative discounting, the company's total value must logically be significantly above that level. TALK consists of many divisions, including a budding entry into the US market, where it already has contract(s) that are expected to increase in scope. There is a distinct need for the rollout of fiber in the US and the company is strongly positioned to deliver these services. Furthermore, the company itself has informed the market about its entry into the Swedish defense sector, which could potentially represent a significant boost to the company's revenue and earnings. The next report will chart the direction further, but the figures are expected to cement the company's defacto turnaround into a profitable case with dividends. Note that there are only approximately 6.7 million shares in the company and a significant number are in strong hands in management and among major shareholders.
- ·23.6.TalkPool shows breakout above 10.50 According to the latest announcement from the company, the launch of the Swedish subsidiary *Talkpool AB* marks a strategically important step for Talkpool AG into the rapidly growing market for communications solutions for the defense sector. This venture positions the company to benefit from the increasing demand resulting from Sweden's NATO membership and the growing defense budgets among allied countries. Access to growth market: By focusing on secure communications solutions for defense, Talkpool addresses a market with significant budget increases and long-term modernization needs. Strong local partnership: The collaboration with Harp Consulting strengthens market access and credibility in the Swedish defense environment. Future revenue outlook: Negotiations with major defense suppliers and authorities are underway, and the first contracts are expected in the second half of 2025 — indicating a new potential revenue stream. Strategic differentiation: The initiative leverages Talkpool's expertise in IoT and telecommunications in a highly specialized and high-margin market, with the potential for recurring and robust revenues. Overall, this venture demonstrates Talkpool's ability to apply its core competencies in value-creating niches, which can drive long-term equity returns and create diversification in the company's business foundation. TalkPool plans to pay dividend(s) in 2026: Cf. interview with Magnus Sparrholm, the company plans to pay dividend(s) in 2026 and with an EBIT in the vicinity of 30 MSEK (assumed to be a reasonable expectation, given the company's latest quarterly reports), this gives a gain of over 4 SEK/share. If the company pays out at least 50% as dividend, this gives approx. 2 - 3 NOK/share. Magnus' interview, which also contains some interesting background information about the company: https://www.youtube.com/watch?v=xTi4sniGx_M&ab_channel=Finwire.tv
- ·21.5.The market is positively responding to the company's turnaround and the latest positive news signals that the company is making money and looks set to increase revenue and profit margin over the coming years; if the company succeeds in its future growth, a significant upward adjustment is in the cards. I share here a chart (fished from placera.se) that shows the relationship between market value and EBIDTA over the period to 2030. With a current price of approximately SEK 10.00, a target of approximately SEK 25.00 is reasonable; I personally expect the company to outperform and the 2030 target to be met much earlier, by the end of 2028. Weekly shows significant interest over the last few weeks and after an (expected) limited pullback on lower volume, the signal seems to continue to be positive.
- ·15.5. · MuokattuTalkPool is increasingly emerging as a company with great future potential. It must be seen as one of the more interesting investments in telecommunications. With strong fundamentals and a clear growth strategy, the company is significantly undervalued in relation to its financial development and strategic initiatives. Significantly strengthened balance sheet: Over the past two years, TalkPool has reduced its net debt by a whopping 73% – from €6.2 million to just €1.65 million – while equity has improved from -€3.58 million to positive levels. This financial turnaround is not yet reflected in the share price. Margin improvement shows efficient operations: With an increase in EBIT margin from 2% to 10%, TalkPool demonstrates strong operational progress. This type of improvement often precedes a revaluation in the market. Innovation-driven growth: Strategic agreements in AI and 5G Standalone technologies place the company at the forefront of next-generation telecom infrastructure – with the potential for scalable and high-margin revenue. Global growth with local expertise: From Miami to emerging markets – TalkPool’s geographic spread and technology focus create multiple growth opportunities, all at a valuation that remains below the level of similar companies. With greatly improved key figures and innovation at its core, TalkPool is trading well below its intrinsic value. For investors looking for a high-potential turnaround case in technical infrastructure, TalkPool offers a rare opportunity. Based on a projection of the financial figures and the annual growth towards 2030, I personally estimate a price around 35 - 40 SEK. In other words, significant upside from the current level.·15.5.Good summary! Can recommend listening to the interview at Redeye with the CEO/Founder. He said a couple of interesting things: - He saw no difficulty in growing around 17% this year (long-term goal). - They don't need to hire more in the future (about 1500 employees today), quite the opposite in fact. The reason is that the jobs in the future will be with monitoring systems, etc. which can be done remotely. - Dividends are basically guaranteed to start next year. The only reason they didn't start this year was that they have interest-free "covid" loans that are converted to regular loans if they pay dividends.
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
100
Myynti
Määrä
3 233
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 | - | - | ||
| 200 | - | - | ||
| 100 | - | - | ||
| 39 | - | - | ||
| 1 194 | - | - |
Ylin
14VWAP
Alin
11,6VaihtoMäärä
1,3 109 290
VWAP
Ylin
14Alin
11,6VaihtoMäärä
1,3 109 290
Välittäjätilasto
Dataa ei löytynyt