Ovzon - Encouraging credit facility
New credit facility (SEK 300m + 300m) with promising terms3m STIBOR +2.2-2.9% (previously USD 3m LIBOR +10%)Reduces annual interest by ~SEK 60mReplace...
New credit facility (SEK 300m + 300m) with promising terms3m STIBOR +2.2-2.9% (previously USD 3m LIBOR +10%)Reduces annual interest by ~SEK 60mReplace...
The strong focus on profitability continues'25e-'27e adj. EBITA down 5-1%ABGSCe FVR of SEK 9-20 (7-21), trading at 7-4x '25e-'27e EBITAQ2 highlightsQb...
Q2 below ABGSCe; revenues in line, but costs higherTalisker adds NOK ~0.75/sh to NAVFair value range of NOK 1.2-4.5 (1.2-3.7)Q2 below ABGSCe; revenues...
Enedo drove the 6% Q2 adj. EBITA miss while Inission beat by 4%1.16x R12m book-to-bill supports y-o-y growth from hereEnedo only ~10% of our valuation...
Europe and other markets continue to perform, North America less soWe reset our expectations-post Q2 PW, adj. EBITA cut 6-11%Stock trading at 10.7x 20...
CEOTRONICS and GN's FalCom seem to perform well...... but growing competitors also means higher competitionWe host a Teams call with CEOTRONICS' CEO o...
Pome project schedule delayedLower-than-expected project margins in Pome and PienavaWe cut '25e EBIT by SEK 262mQ2 resultsEolus reported Q2 net sales ...