Read through the report. $SUS $SUS.ST

My notes 🧵

https://twitter.com/SaeschInv/status/1562717504258326530

For 2022 management focuses on:
▪ Maintain cost efficiency
▪ Expand sales organization in industry/OEM business and expand value for licensing partners
▪ Expand product portfolio and improve gross margin in educational products
▪ Focus on integration of acquisitions

Just listened to the Q2 earnings call.
As we know management didn't execute at all beside the fact that the CFO left the company due to divided opinions on strategic decision.
So here is my plan for my position in $BICO $BICO.ST 🧵
1/x

https://twitter.com/SaeschInv/status/1547932752477007872

Plans provided by management:
▪ Cost reduction program of 100m SEK
▪ Decrease working capital
▪ Looking for financings of building projects
▪ Improve payment processes

2/x

$NUMND Security Capital Market Day

▪ How NUMND sees the market
▪ How NUMND is positioned in this market
▪ How NUMND will adapt on current changes

a thread The situation in Europe sadly changed and led to a big increase on defense budgets throughout Europe.
The challenge: get this money into activity.

$BICO Earnings call / report highlights thread:

https://twitter.com/SaeschInv/status/1496538453680529410

Outlook 2022:
▪ Increase group-wide profitability
▪ Focus on synergies between subsidiaries
▪ Financial targets will be released in H2
▪ Software, services and consumables will drive stronger profitability
▪ Organic growth decline is temporary and will accelerate

$NUMND Q4 / FY 2021

▪ Flight hours up 87% to 1466
▪ 27 opearting systems with 33 drones Maritime
▪ Rev. mainly driven by emission monitoring
▪ others: Fishery control, search & rescue, ...
▪ Rev. decline due to supply chain issues and postponed operations by client
▪ Investments in software platform should improve EBITDA margin
▪ Up to 10 deployments in '22

$APPS Earnings Call Highlights

„The integration of the acquisitions is progressing nicely, and we anticipate continued cost benefits to be realized over the coming quarters as integration efforts are successfully implemented to further improve our operating leverage.“

1/x In Q4 business will be restructered into two segments:
1) On-Device business consisting of App Media, Content Media and SingleTap
2) App growth plattform consisting of Fyber, AdColony and non-SingleTap DSP

$SE Shopee is on the rise

+PL

A thread on total visits per month on Shopee's websites for each country. Sadly did not found figures for CL. PL just started, so no figures for that well. 🇸🇬
14.52M in August
down 0,94% from July
up 22% from March

- My first deep dive on here -

- Mo-BRUK $MBR -

Mobruk is the polish national leader in processing of industrial waste Introduction
Mobruk was founded by Józef Mokrzycki in 1985 and is a family-led company with 5 facilites, a market share up to 25% and a market cap of 1.3b PLN/280m Eur

2020:
Revenue: 178,5 PLN million
EBITDA margin: 57,8%
net profit margin: 44,1%