Swedish Market Community

Risks Financial risk management: market risk (including currency risk and cash flow interest risk), credit risk and liquidity risk. Political decisions and other legal aspects.

Catalysts Electronics-complexity super-cycle — AI datacentres, EVs and advanced display / semiconductor nodes require ever-finer photomasks, ultra-precise die bonding and higher-reliability SMT lines, directly fueling sales of Pattern Generators, dispensing/coating and photonics tools. Proven pricing power — gross margin has averaged 54 % over the past decade (≈ 40 % lowpint), showing customers pay a premium for Mycronic’s precision and uptime.

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.

Valuation Where do you think the business will be in 3, 5 or 10 years time? What do you think revenue and profit margins will be?

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 20

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of

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.

The non-life insurance company Solid Försäkring sells various types of niche insurance. Over 50 percent of the company's earnings come from various security insurance policies linked to unsecured loans at the former parent company Resurs.