Swedish Market Community
Our community narratives are driven by numbers and valuation.
Swedish Investing Ideas
Fruad seems to put this stock to pasture
CEO caught for fraud. The real business is much smaller.Read more
I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years
Q1 2025 Update Updates to the model and supporting figures below Solid report, above expectation on all lines. Good cashflows, removing doubts/concerns about this topic.Read more
Is It worth SEK 16? Arbitrage opportunity?
The company just announced that investors have agreed to suscribe an increase of capital to raise USD 35M, at a price of SEK 16. The USD 35 M, i believe is the current free float of the company so I understand this investor can not invest the ammount they want unless a capital raise is made.Read more
Grangex is set to achieve a 191.89% revenue growth in five years
Based on the ramp-up of GRANGEX’s key mining projects (Dannemora, Sydvaranger, Apatit) and industry price forecasts, a potential annual revenue for 2030 is roughly SEK6.5 billion. This estimate assumes: Full-scale commercial production (starting 2027–2028) from Dannemora and Sydvaranger mines.Read more
Bonava will at least triple its market value when the housing market recovers
If earnings hit half of what they were when the company founded in 2016, which was a reasonable housing market period, the company will profit around half a billion SEK. With a P/E multiple of 14, that is around 7 billion sek, which is 3 times the current market value.Read more
MAGI needs to improve its Free Cash Flow.
To identify the value of MAG Interactive I did a Discounted Free Cash Flow (FCF) analysis for the next 16 years. A statistical approach was used.Read more
19,9% Novo Nordisk ownership on a small swedish biotech - could this be a significant technology?
Nanexa AB is a Swedish pharmaceutical company that specializes in drug delivery systems. Here's a brief overview of its corporate history, ownership, focus, and potential: Corporate History Nanexa was founded in 2007 and is headquartered in Uppsala, Sweden.Read more
Saab Will Drive Future Revenue With Increased Defense Spending and Global Expansion
Key Takeaways Saab's international expansion and increased defense spending position them for substantial future revenue growth in defense products. Profitability improvements and strategic sustainability investments suggest potential increases in net margins and shareholder returns.Read more
Can Sleep Cycle Protect Its Competitive Edge Amid Market Challenges?
Sleep Cycle AB — Investment Narrative, Update Q1 2025 Executive Summary Sleep Cycle AB (Nasdaq Stockholm: SLEEP) is the category-leading sleep-tracking app with ~904 000 paying subscribers and a decade-long proprietary data set exceeding three billion recorded nights. The asset-light subscription model generates robust profitability (average EBIT margin ≈ 26 % over 2022-2024) while free cash flow and a net-cash balance (≈ 157 m) support an ordinary plus special dividend.Read more
