2026 Q1 -tulosraportti
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13 päivää sitten
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Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 9.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 16.4. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 10.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9.4.Lovely contract with Jysk Energi today. This will in practice mean, if one assumes 5000 customers will switch per year with a 24 port switch, an annual revenue of perhaps 4 mnok - all depending on the contract's content. With a good margin due to scalability, this has an impact on EBITA of at least 1.5 mnok per year for ten years. - thus a It is very base case and conservative. What is very positive is the current trend with new contracts being won in several customer segments and several geographical areas. A larger customer base will also contribute to even more stable revenue throughout the year. All in all - very good!
10.4.10.4.This is good, but what about their cash situation? It would be interesting to hear you thoughts about that? 2024 operating cash flow: +SEK 15m (from inventory reduction, not profits) Q4 2025 EBITDA-positive for the first time after a rough stretch However — The SEK 15m positive cash flow in 2024 was largely a one-off from drawing down inventory, not from genuine earnings power. That inventory buffer is now smaller. If the Telia/Telenor orders require significant inventory buildup to fulfil, cash could turn negative again quickly — hardware companies often need working capital upfront before they collect payment. With only ~ + 20 employees and a thin cost base, there isn't much fat left to cut. If revenue growth disappoints in 2025–2026, a new share issue becomes a real risk — especially at the current elevated stock price. Do you think I have a point?·10.4.Definitely a point. But here I see that they have moved production from China to Sweden, they are now producing at NOTE in Malmö. That means shorter lead time and possibility for stock of both components and equipment at the supplier. I also guess they have used the lessons from the last liquidity crisis to negotiate better supplier terms when they swapped China for Sweden. I am more concerned about whether they manage to produce enough if Telia, Telenor and other new customers order large orders - but I also guess that has been part of this process. With order backlog and new supplier terms, it's no stress to arrange this with a bank if there are long payment terms for the larger customers. It will be exciting to see what the cash balance is as of end of Q1, what do you think it is?
·19.3.End of 2022 to beginning of 2023, looks like it will be a similar journey in 2026. Contract after contract is won.·20.3.Do you remember the stock price after the news about the agreement with Telia? Now they have actually started delivering to Telia Sverige… big news! This will be good. Lots of exciting contracts with operators, reduced cost of goods and streamlined organization. I look forward to the coming years' development!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
2026 Q1 -tulosraportti
Vain PDF
13 päivää sitten
0,75 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9.4.Lovely contract with Jysk Energi today. This will in practice mean, if one assumes 5000 customers will switch per year with a 24 port switch, an annual revenue of perhaps 4 mnok - all depending on the contract's content. With a good margin due to scalability, this has an impact on EBITA of at least 1.5 mnok per year for ten years. - thus a It is very base case and conservative. What is very positive is the current trend with new contracts being won in several customer segments and several geographical areas. A larger customer base will also contribute to even more stable revenue throughout the year. All in all - very good!10.4.10.4.This is good, but what about their cash situation? It would be interesting to hear you thoughts about that? 2024 operating cash flow: +SEK 15m (from inventory reduction, not profits) Q4 2025 EBITDA-positive for the first time after a rough stretch However — The SEK 15m positive cash flow in 2024 was largely a one-off from drawing down inventory, not from genuine earnings power. That inventory buffer is now smaller. If the Telia/Telenor orders require significant inventory buildup to fulfil, cash could turn negative again quickly — hardware companies often need working capital upfront before they collect payment. With only ~ + 20 employees and a thin cost base, there isn't much fat left to cut. If revenue growth disappoints in 2025–2026, a new share issue becomes a real risk — especially at the current elevated stock price. Do you think I have a point?·10.4.Definitely a point. But here I see that they have moved production from China to Sweden, they are now producing at NOTE in Malmö. That means shorter lead time and possibility for stock of both components and equipment at the supplier. I also guess they have used the lessons from the last liquidity crisis to negotiate better supplier terms when they swapped China for Sweden. I am more concerned about whether they manage to produce enough if Telia, Telenor and other new customers order large orders - but I also guess that has been part of this process. With order backlog and new supplier terms, it's no stress to arrange this with a bank if there are long payment terms for the larger customers. It will be exciting to see what the cash balance is as of end of Q1, what do you think it is?
- ·19.3.End of 2022 to beginning of 2023, looks like it will be a similar journey in 2026. Contract after contract is won.·20.3.Do you remember the stock price after the news about the agreement with Telia? Now they have actually started delivering to Telia Sverige… big news! This will be good. Lots of exciting contracts with operators, reduced cost of goods and streamlined organization. I look forward to the coming years' development!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 9.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 16.4. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 10.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 |
2026 Q1 -tulosraportti
Vain PDF
13 päivää sitten
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 9.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 16.4. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 10.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 |
0,75 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9.4.Lovely contract with Jysk Energi today. This will in practice mean, if one assumes 5000 customers will switch per year with a 24 port switch, an annual revenue of perhaps 4 mnok - all depending on the contract's content. With a good margin due to scalability, this has an impact on EBITA of at least 1.5 mnok per year for ten years. - thus a It is very base case and conservative. What is very positive is the current trend with new contracts being won in several customer segments and several geographical areas. A larger customer base will also contribute to even more stable revenue throughout the year. All in all - very good!10.4.10.4.This is good, but what about their cash situation? It would be interesting to hear you thoughts about that? 2024 operating cash flow: +SEK 15m (from inventory reduction, not profits) Q4 2025 EBITDA-positive for the first time after a rough stretch However — The SEK 15m positive cash flow in 2024 was largely a one-off from drawing down inventory, not from genuine earnings power. That inventory buffer is now smaller. If the Telia/Telenor orders require significant inventory buildup to fulfil, cash could turn negative again quickly — hardware companies often need working capital upfront before they collect payment. With only ~ + 20 employees and a thin cost base, there isn't much fat left to cut. If revenue growth disappoints in 2025–2026, a new share issue becomes a real risk — especially at the current elevated stock price. Do you think I have a point?·10.4.Definitely a point. But here I see that they have moved production from China to Sweden, they are now producing at NOTE in Malmö. That means shorter lead time and possibility for stock of both components and equipment at the supplier. I also guess they have used the lessons from the last liquidity crisis to negotiate better supplier terms when they swapped China for Sweden. I am more concerned about whether they manage to produce enough if Telia, Telenor and other new customers order large orders - but I also guess that has been part of this process. With order backlog and new supplier terms, it's no stress to arrange this with a bank if there are long payment terms for the larger customers. It will be exciting to see what the cash balance is as of end of Q1, what do you think it is?
- ·19.3.End of 2022 to beginning of 2023, looks like it will be a similar journey in 2026. Contract after contract is won.·20.3.Do you remember the stock price after the news about the agreement with Telia? Now they have actually started delivering to Telia Sverige… big news! This will be good. Lots of exciting contracts with operators, reduced cost of goods and streamlined organization. I look forward to the coming years' development!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt