Well, today Waystream’s yearend report arrived. Net result is -7.6 MSEK but with a strong cash flow. Personally, I have hoped for a result closer to break even, but a closer look at the report made me confident that Waystream is almost there. Continue reading
Fortnox is the first to publish the yearend report. There is no doubt that 2017 have been a strong year – for the company and of course the investors. In advance, I expected a strong report, mainly because growth in new users have been strong throughout the year. Nevertheless, the report was even stronger than expected. Continue reading
During the next four weeks, there will be a stream of year-end reports. Large companies probably with many resources have already made their reports public. Small companies as the ones in my portfolio often comes later. All of them except CybAero (March) and Phase Holographic (does not follow calendar) will report during February starting with Fortnox on Friday the 9th and ending with Cantargia on the 28th. Let us start with the reports containing least surprises. Continue reading
Two weeks back I made a post on the portfolio development last year. The conclusion was that only three shares out of 13 moved up last year. The three worst performing shares all dropped 80-90 %. Now it seems that they many of the shares have started a comeback. This year in other words, have had a terrific start. Continue reading
The first week of 2018 has offered a sting of good news and along with the positive sentiments of the market has given a fantastic lift to the portfolio. I hope this will continue throughout the year! In an earlier post, I promised to tell about my mistakes and miscalculation around the Dignitana issue. This is a story much better told after some profitable days. Losing money is today’s theme – luckily, it was mine … not yours! Continue reading
We are now some hours past New Year’s evening and it is time to look at the development of the portfolio in 2017. The year have been somewhat mixed. In general, though, I still wait for the potential rocket-shares to lift off. The overall picture you can see at the top of this post.
I will say a few words on both red and green shares… And I will start with the red, the three shares who have lost the most in 2017. Continue reading
It is Christmas at last and despite stormy weather and lack of snow, I appreciate the days of with my family. I hope you find time for that as well.
During December, four of the companies in my portfolio asked for more money. The companies are CybAero, Cantargia, Recyctec and Dignitana. In this post, I will follow up on the issues and say a few words on the perspectives. Continue reading
Friday morning finally came the press release investors in Nexam have been waiting for during more than a year. The acquisition! Nexam acquired a master batch producer, and now have access to production capacity. Before the acquisition, Nexam had a small production site in Scotland. After there will be sites in Sweden, Poland, Ukraine, Serbia and Hungary which will add to capacity. Continue reading
Recyctec is currently on the Observation List. This is due to with a uncertain situation regarding funding. Personally, I am quite confident that their presence on the Observation List will be short. Soon the company then will prosper and the value of my investment will rise. How do I know? I don’t. Nevertheless, I am confident. Communication do that trick. Continue reading
Last year almost all companies in the portfolio asked for more money and made issues. On this front, this year has been quiet – until now. The last two months, though, CybAero, Dignitana, Cantargia and Recyctec have announced private and preferential right issues – and there is a warrant series due as well, which I got as part of A1M Pharma’s issue in June 2016. In other words, I could easily switch Christmas presents for shares – but I am not sure that my sons will be happy. Continue reading