1) Play Magnus Group Q1 $PMG
• Bookings up 221% Y/Y to $5.3m
• Rev up 301% Y/Y to $4.6m
• Monthly paying users up 113% Y/Y to 58.7k
• ARPU up 50% Y/Y to $17.6
• New bookings target $21-$23m (previous guidance $19-21m & $14-16m)
• Cash position of $33.5m
• EBITDA -$2.5m 2) Breaking down the growth, we see that inorganic bookings only accounts for $0.9m whereas organic bookings growth accounts for the remaining $2.8m (168%) growth. Interesting is that repeat & recurring revenue from subscriptions and courses is up 115%

1) Some weeks ago, I finished ‘Why We Sleep’ by neuroscience professor Matthew Walker. It was a complete eye-opener. Like many of the people here on Twitter, I like to work long hours and don’t mind working late and getting up early, while comprising on sleep 2) However, this book underlines how essential it is to get 7 to 9 hours of sleep every night for athletic & cognitive performance, immune system, happiness, staving off depression and illness, weight control, and longevity. I’ve always known sleep was vital, but I was gobsmacked

1) This thread will analyse one of my biggest holdings, Kambi Group. Kambi is a B2B sportsbetting provider. The company is listed on First North at Nasdaq Stockholm, ticker: Kambi 2) Kambi’s services include services such as front-end user interface, customer intelligence, risk management, and odds compiling services built on an in-house developed software platform. The majority of their income comes from Europe and the US

1) $Nekkar is my second biggest holding. Ticker: NKR on OSE. The company was called TTS Group 1995-2019 before divesting their TTS business. Nekkar’s business is divided into four units A) Syncrolift B) Intellilift C) Aquaculture D) Offshore energy & renewables 2) A) Syncrolift is Nekkar’s core business (syncrolift.com) They are a market leader (75% market share) in shipyard solutions such as shiplift and transfer systems. The systems are designed for maintenance and repair work on ships and submarines-> bit.ly/3meLAel