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Solid Q3, with more sequential improvements '24e-'26e sales down 5-6% on slightly softer orders than expected We expect the positive operati...
Comment re-published: we have corrected a factual error.
Signs SEK 132m expansion order from Swedish Space Corporation New run-rate of ~SEK 250m is 37% above the previous run-rate with SSC The SEK ...
SEK 115m renewal order from Swedish Space Corporation 15% downgrade from last order, but likely due to lower terminal sales Neutral on estim...
Solid sequential improvements, first Ovzon 3 order '24e-'26e sales down 18-7% on softer orders than expected We expect positive EBITDA in H2...
First Ovzon-3 order: USD 6.2m from the US DoD 33% upgrade of the last US DoD contract Neutral to estimates as order announcements are alread...
Ovzon-3 has reached its orbital position (5 months after launch) We expect orders picking up in H2.
Q1 sales hurt by lower US sales, but other regions contributed well Fine-tuned sales estimates, but we lift our GM assumptions Ovzon-3 sales...
USD 9.7m order from a European customer De-risks estimates and diversifies its revenue streams Expect improved sales after Q1e One of the l...
Solid Q4, but soft Q1e on uncertainty in the US....
Few order announcements put some risk on Q3e sales.
Sequential improvements, but Q2 was below ABGSCe We lower our Ovzon-3 utilisation assumptions for '25e Ovzon-3 launch window was reiterated:...
We cut '24e-'25e sales by 32-8% due to the Ovzon-3 delay We now expect Ovzon-3 to generate sales as of Q3'24e Q2e preview: sequential progre...
Additional delays to Ovzon-3, partly due to new launch partner New date: "no earlier than late '23 or early '24" (previously Q3e) All else e...
-46% org. growth due to recent bad debt provision We lift '23e sales by 3% on recent order announcement Share is now trading at 5x '25e EV/E...
Another bad debt provision likely to hurt Q1e, easing in Q2e We cut '23e sales by 8% and '24-'25e by 2% Share is now trading at 5x '25e EV/E...
(Correction: The Italian partner was earlier described as having financial difficulties.
2022 EBIT impacted by bad debt provisions of SEK 34m The provision relates to its Italian distributor (Gomedia) Ovzon's financial position r...
Strong end to 2022, with record-high sales of SEK 101m We lift '23e sales 5%, but cut '24e 6% on the Ovzon-3 delay Share is now trading at 6...
Additional delays in the finalisation of Ovzon-3 New launch slot is Jul-Sep'23 (previously Dec'22-Feb'23) Anticipated, but we would still ex...
Good momentum for its leased-capacity business We remove Ovzon-3 from '23e as we turn more prudent 13x-5x '24e-'25e EV/EBITDA We see tailwi...
We see tailwinds from recent geopolitical events Ovzon’s newsflow has been positive lately.
Solid Q3 numbers, largely in line with forecasts Raised sales ests.
We hosted a presentation with CEO Per Norén today Ovzon’s offering seems more relevant than ever Ovzon-3 is set to be launched in Dec’22-F...
Sales of SEK 78m (ABGSCe SEK 74m), up 135% y-o-y ‘22e sales up 4% on higher leased capacity sales Ovzon-3 to be launched in Dec’22-Feb’22 ...
Adj. Q1 sales +79% q-o-q and +45% vs. ABGSCe… …but lower gross margins than expected Ovzon-3 to be launched late 2022 – 5x ‘24e EV/EBIT Goo...
Q2 sales of SEK 33m, -11% q-o-q and -22% vs. ABGSCe ‘22e sales cut by 39% due to the postponed launch Delayed Ovzon-3 launch does not mean a...
Supply chain disruptions affecting the Ovzon-3 timeline New launch slot in Q2’22 – operational satellite in Q4’22 Q2 results due tomorrow Th...
