Riktig ticker er CLAV. Er det virkelig så vanskelig å gjøre dette riktig.

Ticker er korrigert, takk for info.

Pen stigning videre på Clavister i dag. Tydelig at flere får selskapet på radaren.

For få dager siden kom denne:

«20.02.2025 09:18:09
BRIEF-Clavister Becomes Supplier Of European Defence Company

Feb 20 (Reuters) - Clavister Holding AB :

* SELECTED AS SUPPLIER BY A MAJOR EUROPEAN DEFENCE COMPANY

* NOT ABLE TO DISCLOSE FURTHER INFORMATION ABOUT CUSTOMER OR SPECIFIC PROGRAM»

Source text: [nMFN68mkF9] Further company coverage: [CLAVI.ST]

(Gdansk Newsroom)

Ny kontrakt til Clavister i dag. Den store 20-års kontrakten som ble meldt med et større europeisk forsvarsselskap i går kan generere mange nye kontrakter i tiden som kommer.

«27.02.2025 09:00:01
Clavister Wins Cybersecurity Contract with Global Technology Provider

Örnsköldsvik, Sweden - 27 February 2025 - Clavister, a leading European cybersecurity provider for mission-critical applications, announced today that it has secured a contract to supply cybersecurity products to a global provider of software and technology solutions for the commercial real estate industry.

This new contract will strengthen the cybersecurity capabilities of the customer’s platform, delivering world-class protection for its end users in an industry undergoing rapid digital transformation. As commercial real estate increasingly depends on digital platforms, robust cybersecurity measures are essential for safeguarding enterprise-critical applications and sensitive data.

The technology provider, a new customer to Clavister, selected the company after a rigorous evaluation process of global cybersecurity vendors capable of meeting stringent security and performance requirements.

The value of the contract is estimated to approximately 15 MSEK over the next 36 months, with an initial order of 5 MSEK already received. Deliveries will commence in the current quarter.

“We are proud to have earned the trust of this leading solution provider, “ said John Vestberg, CEO of Clavister. “Through this new partnership, we will support our customer in their mission to deliver world-class protection to their clients.”

ABG Sundal Collier, Fireside chat med CLAV, presentasjon 27. februar 2025;

https://www.youtube.com/watch?v=6QRE9DcUPjU

Omtrent 10.30 minutter, i avsnittet om Forsvar – cybersikkerhet/rustning: = 'mål for oss selv... en håndfull, opptil ca. 10 systemer...' [tilsvarende CV90] (!!!) som et mål... innen utgangen av 2027 (!!!) 3 systemer i dag:
(1.) CV90,
(2.) Sør-europeisk,
(3) den nye/sist annonserte.
«Dette er et system som forventes å produsere en strøm av noe mindre bestillinger, kanskje 40 - mindre bestillinger, men gradvis økende, med myke marginer. … Håpet er at alle (de 10 systemene som CLAV sikter mot, innen utgangen av 2027) vil ha potensialet som vi ser i cv90 (!)

Sky is the limit snart i Clavister. Når flere oppdager denne diamanten av en aksje kan prisingen brått bli kraftig mye høyere enn i dag. CLAV har ingenting å gjøre under 10 kroner, og det blir bare første nivå på veien videre oppover.

04.03.2025 🚀🚀🚀
Clavister Achieves Common Criteria Certification for Latest AI-powered Software

Örnsköldsvik, Sweden - 4 March 2025 - Clavister, a leading European cybersecurity provider for mission-critical applications, announced today that its latest firewall software release, Clavister cOS Core 15, has achieved Common Criteria EAL4+ certification.

The certification, conducted by the Swedish Defence Materiel Administration (FMV) and its certification body CSEC, underscores Clavister’s commitment to providing trusted, high-assurance cybersecurity solutions for mission-critical applications.

Clavister cOS Core 15 powers both the Clavister CyberArmour and Clavister NetWall product families, ensuring robust protection for public administration, critical infrastructure and defense environments. As part of NATO's NIAPC (NATO Information Assurance Product Catalogue), Clavister’s firewall technology meets the stringent security requirements necessary to protect sensitive and mission-critical networks.

A major advancement of Clavister cOS Core 15 is the integration of Clavister’s AI-based threat detection technology. Developed from years of scientific research, this AI-powered solution enables instant on-device anomaly detection, eliminating the need for cloud dependency or external connectivity. This enhancement accelerates threat detection and strengthens protection against evasive zero-day supply chain attacks.

"This certification validates the security, reliability, and robustness of our firewall technology," said John Vestberg, CEO at Clavister. "With the addition of AI-powered functionalities, we are not only meeting but exceeding the demands of modern cybersecurity, ensuring that our customers can operate securely in an increasingly complex digital landscape."

The Common Criteria certification is an internationally recognised security standard that evaluates the trustworthiness of IT products. By achieving this certification, Clavister reaffirms its position as a trusted European provider of high-security firewall solutions for both civil and military clients.

Clavister (CLAV) stiger videre. Stadig flere som oppdager denne alt for billige perlen av et selskap innen cybersikkerhet, som har blitt en viktig leverandør til forsvarsindustrien.

Kontrakter meldes oftere og oftere nå. 4 - 5 kroner innen kort tid. Deretter ny dobling mot 10 kroner som første delmål.

Clavister suser videre. Aksjen over 4 kroner innen kort tid. Med nye kontrakter er vi over 5 kroner allerede kommende uke.

Hvorfor steg den så mye idag ? Noen som følger denne ? Takker for svar.

Fant det ut. Storkontrakt. 😊

Clavister Holding stiger videre på kraftig oppjustering av estimater.

Received new order from BAE Systems worth SEK 68m
We add contribution from new unnamed defence partner... ...and raise estimates by 6-10%; share trading at 25-14x EBITDA

Good visibility for growth until 2028e

Clavister has received a new order from BAE Systems to deliver cybersecurity to its CV90 platform: this time we assess that the likely buyer is Denmark, which has already placed an order with BAE regarding 115 new vehicles. The order value for Clavister is SEK 68m, with an option to increase the value to SEK 96m. This would make Denmark the fifth country to buy the CV90 with Clavister's cybersecurity. The aggregated order value from BAE now stands at ~SEK 340m, of which we estimate that it has delivered ~10% in 2023 and 2024 combined. Based on the received orders, we anticipate that deliveries to BAE will double in 2025e and double again until 2027e (and peak at ~SEK 100m worth of deliveries in 2028e). This is based on one product with one partner, but Clavister has announced that it is working with other European defence companies like General Dynamics Europe, Thales, and a third unnamed European defence company (for which Clavister expects to start deliveries already in 2025, see our fast comment from 20 February).

https://cr.abgsc.com/foretag/clavister/Equity-research/2025/3/clavister---we-raise-estimates-on-good-activity/

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