Hard and unjust punishment of Nexam after Q1 report

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The Q1 report from Nexam came on Wednesday. This is the first report for a full quarter after the acquisition of Plasticolor. Of course, this makes comparison difficult. Nevertheless, I cannot find reason in the report for a 9.4 % fall. The market reaction seems both hard and unjust. Continue reading

Hexatronic

Strong quarter for Hexatronic despite hard winter

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The Q1 report from Hexatronic came out Friday last week. Traditionally Q1 is the weakest quarter. Furthermore, Easter was in Q1, which affects revenues negatively. And it has been a harsh winter. Nevertheless, Hexatronic came out with a 16 % growth and higher profits compared to Q1-17. I added a few more shares after the report. Continue reading

Heliospectra

Heliospectra moving fast

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Heliospectra has been busy making contracts in 2008. The past months Heliospectra have announced a number of orders and the growth continues. Besides the high number of announced orders, the average order size are considerably higher than in 2017. If the pace continues, the quarterly reports will be major share price triggers throughout 2018. Continue reading

CybAero in the clear?

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Shortly before Easter CybAero announced a financing agreement with a London-based company, Alpha Blue Ocean. This agreement gives CybAero access to (up to) 52.5 MSEK in 13 convertible loans. The day after, March 29th finally came the postponed year-end report, showing a loss of 155 MSEK after tax. I still wonder if this Easter 2018 was an (crash-) landing site for CybAero – or a take-off point. Continue reading

CybAero: Skeletons falling out

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CybAero made headlines. A week ago, March 19th, the Swedish newspaper Svenska Dagbladet, SvD had a front-page story about CybAero. The angel was that the company covered shortcomings in a naval test of its drones. Instead, CybAero issued a press release telling that the test was a success – and the share went up 14 %. This happened in May 2016. Continue reading

Recyctec

Recyctec at the observation list

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Currently two companies, Recyctec and CybAero of my portfolio is in trouble. This is the first time as investor I have experienced possible bankruptcy. Of course, I knew it was a possible risk. The risk is even larger when investing in companies with no proven track record… And not even a product to sell. The companies are Recyctec listed on Aktietorget and CybAero listed on First North in Stockholm. Even though Recyctec is the theme today, I will shortly visit CybAero first. Continue reading

Ups and downs

Time for the yearend report – Ups and downs in February

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The past two weeks have had its ups and downs. These weeks are really the high season for companies announcing their yearend report, but also other news have had their impact. From an investors perspective some has been good and some has been bad – but among the bad, hides a one that is really bad, almost catastrophic. I will come back to that later. Continue reading