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Q3: EBITDA of ~NOK 12m, Q4 likely flat New targets achievable, but lower range more likely Recovery postponed — '24 challenging, but '25 lik...
Q3: EBITDA of NOK 12m vs. our NOK 10m, on lower costs Still relatively low visibility Estimates likely unchanged Q3: EBITDA of NOK 12m vs A...
• Q3: EBITDA of ~NOK 10m • New targets achievable, but lower range more likely • Recovery postponed — '25e likely to improve at the expense ...
- Q2: Adj. EBITDA of NOK 1m - New targets more achievable — sales +22% in '25e vs '23 - Customers remain cautious — look beyond '24e Q2 larg...
- Q2: Adj. EBITDA of NOK 1m vs. our NOK -2m - New targets more achievable with Sainsbury's and Mercadona - Numbers largely in line, estimate...
Q2 likely similar to Q1 Q2 seems to have developed in a similar way to Q1, with the trend of longer decision cycles and customers holding ba...
Q1 EBITDA NOK -6m vs ABGSCe of NOK -1m, Q2 likely weaker New targets more achievable - sales +22% in '25e vs '23 Estimates materially down, ...
- Q1: Clean EBITDA NOK -6m - soft compared to our NOK -1m - Targets updated - more achievable - Estimates materially down amid sluggish H1 Q...
Spain's largest grocery retailer commits to StrongPoint Large market potential - EUR 250m in spain alone Much needed deal - earnings impact ...
Q4: Clean EBITDA NOK -2.7m - soft compared to our NOK 0m Customer postponing investment hitting profitability 2025 ambitions under pressure,...
Q4e revenue ~NOK 306m Sainsbury's contract a positive development, but more orders needed Estimates down, '24e adj.
Q3: EBITDA NOK 4m – soft but broadly in line with our NOK 5m 2025 ambitions kept, company needs larger project wins in Q4 '23 EPS down 3%.
Q3: EBITDA NOK 4m - soft but broadly in line with our NOK 5m Customer postponing investment hitting profitability 2025 ambition kept.
Q3e revenue ~NOK 312m Maxima order provides comfort for '24e, but more orders needed Estimates down, '23e adj.
• Q2: Soft sales hit profitability • Orders needed to add confidence to 2025 targets • Estimates down, '23e adj.
• Q2: A soft quarter: EBITDA NOK 2m (NOK 10m Q2'22) • Customer postponing investment hitting profitability • 2025 ambition reconfirmed, Q2: ...
Q1: EBIT NOK 4.0m in line with ABGSCe 4.0m 2025 ambition reconfirmed Expect smaller estimate changes Q1: EBIT in line with expectations Str...
Q4 de-risks 2023 estimates Strategy update: 2025 targets reiterated '23e adj.
Q4: better than expected driven by both revenues and opex StrongPoint reported Q4 revenues of NOK 405m, 10% above consensus NOK 375m.
Q4e: EBITDA of NOK 17.9m Margins set to rise in '23e on lower e-com investments '23e adj.
Signs distribution rights for Pricer ESLs in UK & Ireland Also expands current agreement in Spain Significant potential, supports 2025 targe...
Q3: revenues above, offset by lower margins E-com investments set to level off Resilient customer base – ‘23e adj P/E ~12x Q3: strong perfo...
Q3: EBITDA NOK 21m vs our NOK 24m E-com investment levels to come down from here Estimates likely lowered on slightly weaker margins Q3: EB...
Will install world’s first AutoStore with frozen zone Second win since becoming an AutoStore partner Smaller estimate effect, but proves p...
Q3e: back to organic EBITDA growth Investments in e-com continue ‘23e adj.
Q2: weaker profitability on lower GM and higher opex Continues to ramp up e-com investments Double-digit estimate cuts – ’23e adj.
Q2: EBITDA excl ALS ~NOK 7m vs our NOK 18m Continues ramping up e-com investments Estimates likely to be cut on lower GM and higher opex Q2:...
We keep our estimates unchanged ahead of Q2 Higher uncertainty for retailers, but long-term case intact ’23e adj P/E of ~10x Q2’22e: revenue...
Air Link acquired for GBP 9.5m (~NOK 115m) 2021 numbers imply EV/EBITDA of ~4x EPS estimate up 11% for ‘23e Acquires Air Link for ~NOK 115m...
Q1: solid sales momentum, offset by costs near-term ALS acquisition not closed yet 2025 ambitions imply a P/E of ~4.
Good sales momentum, +21% y-o-y Acquisition of Air Link still in DD phase - not closed ’22 adj EBITDA estimates likely down 5-15% Q1: Stron...
Adjusted EBITDA 44% above ABGSCe NOK 300 in orders announced in Q2 EV/EBIT will be 11x if it reaches break-even in Spain 15% organic growth ...
