Meltwater kan handles


Flere enn meg som tok ett lodd, tanker rundt fremtiden?
Redigert 21.01.2021 kl 08:59 Du må logge inn for å svare
StevenG
05.12.2020 kl 10:34 8419

Meltwater har i dag rundt 28.000 kunder, og omsatte de seneste 12 månedene frem til september for 3,2 milliarder kroner, med et brutto driftsresultat på snaut 254 millioner kroner. Selskapet opererer fra 50 kontorer fordelt på seks verdensdeler.
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare
StevenG
05.12.2020 kl 10:35 8493

De er rundt i hele verden og er i en utrolig vekst. Har tatt lodd her jeg og. Denne har skyhøyt potensiale og har godkjenning om overføring til hovedlisten Oslo børs innen 12måneder
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare

Hva er det selskapet tjener penger på?
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare
Minken
06.12.2020 kl 11:26 8219

Meltwater sitter på en patentert kunstig intelligens som gjør at selskapet kan ta ustrukturert informasjon fra aviser, sosiale medier og nettsider, analysere det og gi bedrifter ulike typer av informasjon.

Dette gjør det mulig for bedriftene å ta bedre beslutninger, basert på fakta og kunnskap de da kan hente inn eksternt, poengterer selskapet.

Bruksområdene kan være alt fra en bedrifts kommunikasjonsarbeid, markedsføring, generering av mulige salg og potensielle nye kunder og oppfølging av kundeforhold.

Fant dette i en artikkel om Meltwater på E24.
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare
kroif
05.01.2021 kl 08:31 8028

Lite aktivitet her, mens kursen tikker oppover.
Dette er jo et selskap som faktisk tjener penger, i motsetning til mange andre selskaper som kun er priset på forventninger.
De har nå blitt hovedsponsor for Chess world tour, smart grep, i forhold til forretningsområdet.
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare

Jeg har den også. Kjempespennende.
Et selskap som opererer i det amerikanske markedet og er børsnotert vil før eller senere komme i fokus for amerikanske investorer. Da åpner det seg et gigantisk marked. Samme med Kalera forøvrig.

De har en imponerende kundeliste med "alle" internasjonale B2C- bedrifter. Inntekter og greier (!). De var priset til ca 10 mrd i emisjonen som var voldsomt overtegnet. Likevel gikk ikke kursen særlig opp ved notering. Tror de planlegger overgang til hovedlista.
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare

Skjer i Meltwater ? Ned 9% Er det et stop loss raid? Er det kommet noen nyheter som skulle tilsi dette kraftige fallet. Bortsett fra at kursen har gått 50% siste måneden?
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare
kamelen
08.01.2021 kl 15:19 7509

Gevinst sikring, unik mulighet til å laste på i en unikt posisjonet aksje.
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare
kelle
09.01.2021 kl 12:31 7346

Kjøpte på¨dippen i går. Forventer mye av denne.
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare
kelle
11.01.2021 kl 11:58 7078

Er vel snart tid for en opptur igjen?
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare

Ja gevinstsikring, men her er det jo svært mange med god gevinst. Aksjen har jo gått 50% på en måned. Har euforien lagt seg så er det mange småaksjonærer som blir livredde. Trenden er nedover ser det ut som. Jeg har lagt den på watchlisten min så ser jeg om den har noen bunn. Er det noen som vet støtten?
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare
kamelen
11.01.2021 kl 12:26 7035

Om folk som hopper ut og inn er betydningsløst, for kursen nå er det konsilidering og det er bare sunt, for mann inn nytt blod og det er bare bra akkurat det som skal til for å gå neste steg. Denne er så langt ifra ferdig med å hente ut potensialet i, reisen har egentlig ikke engang begynt her, så for de med penger på bok er det bare å laste opp så mye man kan for den snur kjapt og da skal den høyt opp.
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare

Jeg har også meget tro på selskapet og at de vil lykkes big time, men det ser ut som om den kan hentes på langt rimeligere kursen en nå og den kan faktisk dette under kr 50 også. The trend is your friend
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare
kelle
11.01.2021 kl 17:07 6893

Så vi bunnen for denne omgang i dag ?
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare
ruda
19.01.2021 kl 13:53 6452

Dette er et selskap som er i ekspansjon, og anbefales fra flere hold. Kan være smart å ta et lodd i denne
Redigert 21.01.2021 kl 08:39 Du må logge inn for å svare

MWTR: CARNEGIE TAR OPP DEKNING MED KJØPSANBEFALING, KURSMÅL 77,5
Oslo (TDN Direkt): Carnegie starter dekning av Meltwater med kjøpsanbefaling og kursmål på 77,5 kroner pr aksje.
Det kommer frem av analyse fra meglerhuset mandag.

Carnegie venter at selskapets vekst vil akselerere gjennom 2021 og inn i 2022, og at Meltwater vil nå sitt mål på 20 prosent organisk vekst en gang i 2023.

Meglerhuset skriver videre at de tror at man i det kommende året vil se en marginekspansjon, innvannende oppkjøp og fusjoner (M&A) og flytting til hovedlisten på Oslo Børs for Meltwater.

"På lengre sikt forventer vi at aksjekursen stiger godt over vårt kursmål hvis selskapet fortsetter å oppnå sine mål", skriver Carnegie.

Lars Henrik Bjerke Lars.Henrik.Bjerke@tdndirekt.com Infront TDN Direkt

MWTR: DNB MARKETS STARTER DEKNING MED KJØP, KURSMÅL 75
Oslo (TDN Direkt): DNB Markets starter dekning av Meltwater med en kjøpsanbefaling og kursmål 75 kroner pr aksje.
Det fremgår av en analyse tirsdag.

Meglerhuset skriver at aksjen virker klar for en "re-rating", ettersom den har handlet til en selskapsverdi (EV) mot omsetning på rundt fire ganger på 2020-2022-estimater, godt under sammenlignbare selskaper på 10-19 ganger.

"Vi forventer at denne rabatten vil minskes gjennom akselererende vekst og utførelse av M&A-agenda over de neste kvartalene og årene", skriver meglerhuset.

DNB Markets venter en årlig omsetningsvekst på 12 prosent i perioden 2020-2024, før eventuelle oppkjøp. Videre ventes ebitda-marginen å nærme seg 19 prosent innen 2024, fra to prosent i dag, kombinert med et oppsidepotensial på 40 prosent fra M&A-utsikter, hvor DNB forventer at "kapital vil bli allokert på kort sikt".

NS, finans@tdn.no Infront TDN Direkt, +47 21 95 60 70

https://gab.com/groups/26848

OSLO, January 27, 2021 – Meltwater (MWTR) Trading Update Q4 2020

NOT FOR DISTRIBUTION OR RELEASE, DIRECTLY OR INDIRECTLY, TO U.S. NEWS WIRE SERVICES OR FOR DISSEMINATION IN OR INTO THE UNITED STATES, AUSTRALIA, CANADA OR JAPAN, OR ANY OTHER JURISDICTION IN WHICH THE DISTRIBUTION OR RELEASE WOULD BE UNLAWFUL

OSLO, January 27, 2021 – Meltwater (MWTR) Trading Update Q4 2020

Meltwater Drives strong ARR growth in key strategic areas of Premium Client Segment ($154m ARR, up 12%) and in Social ($112m, up 21%)

Meltwater finished the year with a strong Q4 which reflected the focused execution of the company’s two-pronged growth strategy: increasing the attractive Premium Client segment which is marked by higher net retention levels and margins and consists of clients spending at least $25k in ARR, as well as doubling down on the fast-growing social space across all segments. The full Q4 2020 report is scheduled for release on February 25th 2021.

On December 3rd, 2020, Meltwater successfully listed on Euronext Growth (the “Listing”). In connection with the Listing, Meltwater raised gross proceeds of NOK 2,295 million (equivalent of $260 million) of new primary capital from high quality long-term investors including The Government Pension Fund of Norway, Handelsbanken Fonder, and TIN fonder.

Meltwater enters 2021 with a healthy balance sheet, a strong, cash generating business with operations on six continents, the only integrated product suite with both news intelligence and social listening in our industry, and a clear plan for profitable organic and inorganic growth.

An update from the CEO of Meltwater, John Box: Fourth Quarter 2020

The word ‘unprecedented’ has become synonymous at this point with 2020, and for good reason. That said, I am very proud with how our company has been able to handle all of the challenges that the year has thrown at us, while continuing to deliver strong results.

The year 2020 was shaped by a global pandemic and working from home. In its early days, facing all the uncertainty we saw in all our markets at that time, Meltwater changed its priority for the year from top line growth to profitability and took out $40 million in annualized cost savings, much of which was in sales and marketing. It was unclear to us how severely the global economy would be hit and how long this would last.

Fortunately, Meltwater’s value proposition has proven to be resilient throughout it all. Although we have seen higher than normal churn from smaller clients and segments such as hospitality and travel, the overall demand for Meltwater’s products have been very healthy.

In a world where everyone experiences risk and uncertainty, the value of insights from the outside about customers and competitors becomes more important than ever. The world has become more digital and increasingly more business is done online, which drives the demand for digital performance metrics offered by Meltwater.

An advantage Meltwater also has is that our product is very configurable and can be used to address many needs in many departments, as opposed to for example a CRM software, which only caters to a specific need in sales. Meltwater’s product can be used by salespeople to find leads, help marketers track efficiency of their marketing campaigns, keep product people up to date on changing consumer behaviours, and help C-suite to track the latest moves by competition.

With Meltwater’s global outbound oriented go-to-market organization, we have taken full advantage of the versatility of our product and successfully found the pockets of companies and people that were investing in their digital capabilities.

Over the course of 2020, and in large part due to the previous acquisition of the Canadian social analytics company Sysomos, our product has developed into the only truly global integrated platform on the market to cater for buyers across PR, Communications and Marketing. This integrated offering is a competitive advantage which has helped us secure many of the significant wins in the latter part of 2020. We will double down on our innovation lead on the product side through in-house R&D and strategic M&A and expect a number of exciting new announcement in 2021.

Financial highlights Q4 2020

• Successful execution of move to Premium Client segment (>$25k ARR) – Gold and Platinum customers grew to $154m, up 12% year over year, and with a trailing twelve-month net retention rate of 100%, down 1% compared to same period prior year.
• Number of Meltwater clients > $100k ARR grew in Q4 to 219, up 10% yoy – The integrated offering across news and social has been a key contributor to this development. Notable Companies entering 6-figure engagements with Meltwater in Q4 were new clients such as Uber, Samsung, Uniqlo, DLA Piper and Goodyear, and existing clients such as Tencent, Decathlon and Orion Pharma moving up from lower client tiers.
• The Premium Client segment now represents 43% of all ARR, up from 39% Q4 2019 – Growing the Premium Client segment is a strategic focus as they have higher retention rates and are more profitable. Driving a larger part of the business to the Premium Client segment will accelerate both growth and profitability. Lower client tiers are valuable as entry points for new clients that take an initial step into the offering before committing to bigger investments
• Social ARR continued to grow well – Social products now accounts for $112m of Meltwater’s ARR and grew 21% year over year. Social products are sold to all client tiers, usually as an upsell to an existing client or part of an integrated offering to a new client.
• Total ARR grew to $359m, 2% yoy – In 2020, Meltwater shifted its priority from top line growth to profitability due to the uncertainty of the global pandemic. In spite of a large reduction in 2020 sales and marketing spend, the company has successfully compensated for pandemic related churn and maintained its top line by growing the Premium Client segment and moved the company to a healthier and more profitable customer mix.
• Average Customer ARR – has increased throughout 2020 and reached $13.5k in Q4 2020 in line with the company’s move upmarket strategy. This is up from $12.4k in 2019, a 9% increase.

Product and Company highlights Q4 2020

• Launch of Meltwater Smart Alerts. This is the first wave of next generation of AI enabled capabilities in the Meltwater product suite building on the significant long-term investment Meltwater is making in AI and machine learning. The Meltwater Smart Alerts finds unusual spikes in news and social media and is able to automatically classify those into types of common events such as executive appointments, product launches, and awards. Meltwater Smart Alerts was adopted by more than 1,100 customers within the first month of launch enabling them to stay on top of breaking news by receiving tailored insights via web, email or the Meltwater iOS and Android mobile app. To further leverage the power of Meltwater Smart Alerts we plan to integrate with Slack and Microsoft Teams within the first Quarter of 2021.
• New and improved capabilities in Meltwater’s Competitive Benchmarking Analytics. Competitive Intelligence is an important and growing area which historically has been primarily focused on brand analytics. As more company activities move to online other aspects of a company’s tactics and competitive strength can also be measured and compared. Meltwater’s new capabilities enable companies to receive a rigorous understanding of their presence in social media and how this benchmarks with their key competitors. Customers can also do detailed comparisons of content strategies and how user engagement compares to that of competitors and industry leaders. Meltwater will continue to grow the capabilities within Competitive Intelligence throughout 2021.
• New and improved capabilities in Meltwater Audience analytics. An online brand is a living and breathing organism and receives oxygen from the engagement of its audience. Within this audience one can often find a small set of very influential key opinion leaders (KOL). Meltwater’s improved Audience Analytics provides new and improved capabilities to identify and track such key opinion leaders. By focusing their listening efforts on KOLs, marketers can cut through the noise and better understand how to design successful marketing campaigns that will resonate with its audience.
• In October, Meltwater launched a Virtual Social Media Festival series with great success. The multi-day event saw in excess of 7,000 registrants and featured many great speakers from companies such as IBM, GlaxoSmithKline, Twitter, Facebook and Cisco.

Team highlights Q4 2020

• Meltwater won the Comparably award for ‘Happiest Employees’ - we ranked #36 (out of 60,000 US companies) alongside companies including Apple, LinkedIn and Zoom
• In December 2020, Meltwater was also awarded by Comparably as a ‘Best Company for Women 2020’ - Based on 5,224 ratings and 187 employee participants
• G2 named Meltwater as a Leader in the category of Media Monitoring, with the joint highest score of 92/100 across all vendors in the space globally.

Forward looking statements

• Enter 2021 with a lot of conviction and with a strong tail wind created by the successful Listing on Euronext Growth and a strong finish to the year from a commercial standpoint
• Will continue to pursue the upmarket opportunity and the Premium Client segment. We started to ramp up additional sales people in Q4 2020 and will continue to invest in sales in the first three quarters of 2021.
• Good line of sight into the 2021 plan and expect top line growth to start returning to the business in H2 2021
• Positive ongoing conversations with multiple targets in the M&A pipeline as we continue to see a ‘target rich environment’
• Maintaining an ambition for the longer term to grow business organically around 20% annually and with 20% EBITDA margin

KPI’s

[See
CP
28.01.2021 kl 08:38 6047

Hva med Ayfie og Hypefactors? Er de konkurrenter, eller oppkjøpskandidater?
https://www.ayfie.com
https://hypefactors.com
In Time
08.02.2021 kl 11:57 5552


Meltwater (MWTR) Monthly Sales Update Premium Client Segment
January 2021

OSLO, February 8, 2021

In January 2021, Meltwater grew the Premium Client segment with 43 customers,
representing a growth in annual recurring revenue (ARR) of $2.5m.

Among the notable companies entering Meltwater's Premium Client segment in
January were new clients such as Tiffany & Co. of New York, Christian Louboutin,
Burton Snowboards, Patek Philippe, and GE Health Care. Moving up from lower
client tiers were clients such as Calvin Klein, Tetra Pak, Tencent Mobile,
Deutsche Post, Daimler Commercial Vehicles, and Tourism Australia.

Highlighted January Wins

GE Healthcare

GE Healthcare chose Meltwater's integrated news and social analytics suite in
order to create a global overview of own media coverage, competitor intel, and
general industry news. Meltwater is providing GE Healthcare with a single source
of truth, replacing a setup with fragmented deliveries from several external and
internal providers.

Insights from Meltwater offering is delivered daily to the C-suite and senior
leadership across six key markets in Europe and Asia. In each market local teams
on the client side are trained and supported by local teams from Meltwater.

Tourism Australia

Tourism Australia is tasked with championing Australia as a desirable tourist
destination. Using Meltwater's integrated news and social analytics suite,
Tourism Australia's PR and marketing teams in four different continents can
effectively stay on top of local news and social media, find suitable
journalists to promote their stories, and identify local social media
influencers to engage for social campaigns.

Leveraging Meltwater's API (application programming interface), Tourism
Australia has also developed an executive dashboard with all relevant KPI's in
order to track and benchmark efficiencies of current and past campaigns across
the world. In each market local teams on the client side are trained and
supported by local teams from Meltwater.

The information contained in this statement has not been audited and may be
subject to change.

Please see Meltwater Company Disclosures on
https://www.meltwater.com/en/about/investor-relations to stay up to date on
company news and updates.

For further information, please contact:

Geir Arne Drangeid
Investor Relations and Media Contact
gad@meltwater.com

Spennende å se kvartalspresentasjon i morgen.
Har vert uvanlig stille siste tiden.
Dette er vel første resultat etter børsnotering.
Bi
24.02.2021 kl 15:05 4912

De har kommet med posetive pressemeldinger så regner med den blir bra
Meltwater Drives strong ARR growth in key strategic areas of Premium Client Segment ($154m ARR, up 12%) and in Social ($112m, up 21%) Meltwater finished the year with a strong Q4 which reflected the focused execution of the company's two-pronged growth strategy
Hunte
26.05.2021 kl 11:18 4362

Potensiell rakett
Atticus
13.06.2021 kl 02:02 4020

7.6.2021, 08:00 · Oslo Børs
Meltwater Premium Client Segment Update - May 2021
OSLO, June 7, 2021: In May 2021, Meltwater grew the Premium Client segment with
50 customers, representing a net growth in annual recurring revenue (ARR) of

$3M* since April and 20%* year over year for the Premium segment.

Among the notable companies entering Meltwater's Premium Client segment in May

were new clients such as UNICEF, Noom, Endeavour Drinks Group, Cumberland

University, International Finance Forum, Cepheid and Urban Redevelopment

Authority of Singapore.

Moving up from lower client tiers were clients such as Thermo Fisher,

MANN+HUMMEL, Global Fishing Watch, Mitsubishi Research Institute, Arete Wealth

Management, Attendo and Guaranty Trust Bank.

Highlighted May wins

Urban Redevelopment Authority of Singapore (URA)

Urban Redevelopment Authority of Singapore (URA) is the national urban planning

organization of Singapore. URA is active on social media in promoting policies

focused on achieving quality living environment in Singapore. Meltwater was the

ideal partner for URA, being able to support them on all fronts of their media

operation

https://newsweb.oslobors.no/message/535204

Noen som har tanker rundt dagens børsmelding?:

Meltwater Premium Client Segment Update - July 2021
OSLO, August 9, 2021: In July 2021, Meltwater grew the Premium Client segment with 45 customers, representing a net growth in annual recurring revenue (ARR) of $3.9M since June and 30% year over year for the Premium segment, including M&A.

Among the notable companies entering Meltwater’s Premium Client segment in July were new clients such as Amazon Web Services (AWS), Alibaba, Sandvik Rock Processing Solutions, AMC Theatres, Ping An Group, BDO Global and Thoughtworks.

Moving up from lower client tiers were clients such as Geico, Havas Digital, Vivino, Sinovac Biotech, SEMrush, Boston Consulting Group and Pexip.

Highlighted July wins

Thoughtworks
Thoughtworks is a global technology consultancy, integrating strategy, design and engineering to help their customers drive digital innovation, and thrive as modern digital businesses. Operating in 17 countries, they have chosen Meltwater as their global media intelligence partner. Meltwater will support Thoughtworks with an omni-channel monitoring solution, AI-powered insight reports delivered throughout the year and a social engagement platform to manage social conversations and publish targeted content.

Pexip
Pexip is a global technology company that delivers a video-first meeting platform. The increased use of video conferencing means that organizations have become more aware of their needs in order to enable remote work at scale, prepare for hybrid working and maintain business continuity. As an existing client Pexip has further invested in the partnership with Meltwater to leverage the all-in-one suite to drive paid and owned social engagement, benchmark their efforts against other industry players, and use these insights to refine their ambitious global go-to-market efforts, particularly in healthcare, government, and financial services.


The information contained in this statement has not been audited and may be subject to change. Please see Meltwater Company Disclosures on https://www.meltwater.com/en/about/investor-relations to stay up to date on company news and updates.

For further information, please contact:
Geir Harald Aase
Investor Relations and Media Contact
geir.aase@meltwater.com
Redigert 09.08.2021 kl 11:44 Du må logge inn for å svare

Det virker lovende men ser ut som vi kan trenge "lokkemannen" fra dnb for å få flere til å kjøpe og kursen opp der den kanskje hører hjemme 50+
Kjøp
09.08.2021 kl 15:25 3193

Bra oppdatering. Så lenge Meltwater melder om økning i inntekter på 25-35 millioner kroner i måneden så ligger det ingen tvil i hvilken vei kursen skal fremover😎

Det er vel ingen tvil om at her er det noen som sover i timen. Det er helt greit for meg som er på kjøperen. Svært liten interesse for selskapet og det mener jeg er helt utrolig. Meltwater er en skjult diamant som vil vokse seg enormt stort fremover. Bare å være med i mange år fremover. Skal garantert høyt i kurs på sikt
Kjøp
13.08.2021 kl 17:01 2759

Takk til Roger på Nordnet for å kjøre en presentasjon og Q&A med Meltwater. Ikke alle som vet helt og skjønner hva Meltwater driver med. Håper dette kan opplyse selskapet litt. Bruk en liten time av helgen og se gjennom denne:

https://www.nordnet.no/blogg/investorpresentasjon-og-qa-med-meltwater/

Vi får nok høyere prising etter flytting til hovedlisten. Er dette planlagt iår ?
Kjøp
13.08.2021 kl 18:55 2661

De informerer om at det kan være gjennomført i løpet av Q421. Altså en plass mellom 23.11.21 - 24.02.22.

Jørn Lyseggen er vel bosatt i USA og vil slippe formueskatt i Norge på sin verdi på 4-5 milliarder i selskapet. Alle slipper det i Norge på Euronext growth.

Har vært litt mer fart i aksjen i det siste. Kanskje "enhjørningen" er på vei tilbake til 50 tallet?

Så lenge de fortsetter å levere svært gode resultater og ned god cash flow så vil de vokse og vokse. Om det tar 1 år eller 5 betyr ikke så mye. De er best i verden og sluker konkurrenter og selskaper som komplimenterer de. Å kjøpe på 30-tallet er en gave
omac
26.08.2021 kl 07:19 1828

Noen som vet noe mer om når den skal noteres på hovedindeksen? Jeg så på ordrebildet i går og det virker som det stort sett er robothandel i den men tenker det kan være en fin inngang før den eventuelt flyttes.
Kjøp
26.08.2021 kl 12:45 1714

Oppdaterte aksjonærlister viser at topp 30 øker med 1605654 aksjer den siste mnd.

Ja når grunnleggeren og styreleder kjøper først 110k aksjer til 44,47 og så noen dager senere kjøper ytterligere 75k til 44,82 sier det nok for meg til at dette vil også jeg være med på. Så topper det seg med at et annet styremedlem kjøpte 100k til 45,38. Alt dette i slutten av juni. Har fulgt selskapet en stund og hadde aldri trodd jeg kunne få et snitt på under kr 40 med såpass mange aksjer jeg har. Bare å sitte å være med på reisen som bare vil fortsette oppover for selskapet. Verdensledende innenfor et enormt potensielt felt. Milliarder av dollar ligger og venter på at Meltwater skal ta større og større bit av den kaken.

Hyggelig å se at det er litt handel i aksjen i alle fall. Når eksploderer det oppover? Hva skal til for at folk blir overbevist?
oboy88
27.08.2021 kl 16:07 1442

Det er endel triggere her:
- For det første må de fortsette å rapportere vekst i ARR, og særlig innen sosiale medier og stor-kunde segmentet. De må vise at de klarer å konvertere lokale/regionale kundeavtaler til globale avtaler.
- For det andre så må de forbedre rapporteringen sin voldsomt. Det er trist å se et selskap med 3.5mrd i omsetning, 11mrd market cap og snart 20 års historikk rapportere som det skulle vært en bensinstasjon på Jevnaker. Både på KPIer og på tradisjonelle finans-nøkkeltall kan de bli mye bedre, og det må rapporteres langt tidligere. De rapporterer Q2-tall 30. september(!). Med normal rapportering tror jeg endel av de tyngre insttitusjonene blir litt mer sugne.
- For det tredje skal de over på hovedlisten, og det sammen med rapporteringen fører forhåpentligvis til større interesse fra investorer
- For det fjerde må de fortsette å ta strukturelle grep, og gjøre gode oppkjøp av kompletterende teknologi og kundebaser

Da kan det bli bra. Tror ikke dette er en rakett, men det er mulighet for en pent stigende aksjekurs de neste månedene/kvartalene.