I’ve seen chatter around AVTECH contract maturities. The contract expires are a formality and in reality all contracts can cancel before the expiration date (negotiation power). Contracts transition to a rolling contract after expiry. We expect material contract losses to be announced if they occur.
Holy Moly! InfraCom's BRE2 investment will be worth 64x InfraCom's market cap per Carnegie.
Don’t know if this is the bull or bear case for $AVT.b. Wizz air pays ~EUR0.45m for the services.
$VALUNO - seems like a potential negative surprise?
Happy to see our prediction being proven. $INFRA
Just what you want to see from the leadership team after Enea's share got hammered on yesterday's report. The insider buys support our take that 2025 looks better than Q1. www.redeye.se/research/109...
Redeye's Q1 2025 preview for CoinShares is out now! In it, we share some interesting data points on the competitive landscape and valuations. www.redeye.se/research/1095156/coinshares-q1-2025-preview-oversold-on-price-action #finanstwitter
Some candy for CoinShares stakeholders tomorrow $CS #finanstwitter
Redeyes latest scoop. We think Valeo latest OEM win will benefit Gapwaves above and beyond the existing agreement which is contracted for a different OEM. Thus, we think sales to Valeo could double or more if confirmed. www.redeye.se/research/109... #finanstwotter
CoinShares has been Selected for BoursoBank’s Landmark Crypto ETP Launch. BoursoBank is owned by Société Générale and is the leading Neobank with 7.2 million customers. CoinShares is one of the two providers selected. It should contribute to inflows in the Physical product.
#finanstwitter
Redeye’s latest scoop is that Infracom has acquired Koneo’s bankruptcy estate. InfraCom has a long and successful history of acquiring bankruptcy estates, so we are pleased to see it continue on that road. Read more here.
www.redeye.se/research/109...
Framför allt om du inte vet hur produkterna fungerar. I detta fall måste man vara medveten om ”volatility drag”. Jmf valfri levered microStrategy med underliggande föregående år. Aktien upp typ 5x men alla ETF var ner.
1/ The Swedish serial acquirer model has gone global—almost like a religion with strict commandments. Decentralized management, high margins, and relentless acquisitions are seen as the keys to success.
Too many copycats follow the rules without truly understanding the foundation.
Riktigt bra event från Redeye med serieförvärvare från hela Norden, Tyskland, Schweiz och Japan (!)
I guess the management team saw Redeye's SaaS report and Avtech's R40 ranking.
Nice insider transaction in Avtech today
You find the full report here www.redeye.se/research/108... 2/2
Redeye published its SaaS report this morning. It's behind a paywall, but for those considering getting a premium, here are two interesting charts you’ll find in the report. Besides interesting charts, the report features M&A deals and a discussion on AI Agent risk for SaaS companies. 1/2
Glöm inte Avtech som många verkar missat innan Microcap rapporten släpptes!
Jag får bli bättre på Bluesky
Some companies stand out more than others 👀
Read Redeye's take on Safello venturing into ETPs! www.redeye.se/research/108...
Nästa upplaga av Redeyes Microcaprapport är schemalagd för publicering den 10:e mars.
Vi utlovar 97+ sidor om spännande småbolag, kommentarer på 21 bolag, och 14 sidor intervju med en av de mest välkända profilerna på #finanstwitter.
Följ temat på länken nedan:
www.redeye.se/themes/quali...
Vi menar att marknaden inte verkar förvänta sig något försäljning utöver vad som redan annonserats och kommer successivt rulla in i 2025 års siffror. Ja, David låter positiv och Avtech bör fortsatt ha en fin pipeline med tester inplanerade. Därav tror vi marknaden har fel.
Kul att du gillar analysen. Tyvärr är det sporadiska uppdateringar kring pipeline annars hade det också gjort det lite enklare att räkna på framtiden.
Yes det stämmer.
Redeye argumenterar att marknaden förväntar sig lite försäljning 2025 (per 2/10/25) www.redeye.se/research/107...
Förlustavdraget får du dela med skattesatsen för att få fram vinst innan skatt. Dvs vinsten Avtech kan tjäna innan de måste skatta är ~250m vid 20% skatt. De har tappat EuroWings tidigare också.
Avtech. Tell me more
