Johan Onslev

59 posts

Johan Onslev

Johan Onslev

@JohanOnslev

Katılım Şubat 2017
479 Takip Edilen38 Takipçiler
Johan Onslev
Johan Onslev@JohanOnslev·
@oZChlEQ9frKMQlt Given their prior history of keeping promises how much should we attribute to this guidance? From a long time NNOX-stockholder.
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NearReality
NearReality@AlThingsF1nanc3·
$SE CEO comes on a podcast on October 15th. Says sees pathway to a Trillion Dollars. $SE stock absolutely dropped like a rock on NO NEWS. Nobody knows why still. Not a conspiracy theorist, just pointing out how odd it was. Multipolar world has consequences! It’s US markets
NearReality tweet mediaNearReality tweet media
NearReality@AlThingsF1nanc3

Will U.S capital markets & the Chinese Communist Party allow for a South East Asian company to be worth a Trillion Dollars? That is the question people keep avoiding & aren’t living in today’s reality. $SE I can’t see China doing nothing. That is an immense economic power

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Johan Onslev
Johan Onslev@JohanOnslev·
@TheAppInvestor Impressive. Do you know if this was developed in-house or just published by $GRVY?
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AppInvestor
AppInvestor@TheAppInvestor·
Puzzle RPG "Scope Hero" (Original: スコップヒーロー) from $GRVY launched Sept 17th in JP only. Not a known IP it seems. #1 game downloaded for 3 days now, real impressive for a new IP! Monetization seems weak, no show on grossing charts for now. #Apps kbench.com/?q=node/271442
AppInvestor tweet media
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Johan Onslev
Johan Onslev@JohanOnslev·
@TheAppInvestor Thanks for the update. What do we expect from further Classic release? Should be interesting in South Korea, Japan and South America if included?
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AppInvestor
AppInvestor@TheAppInvestor·
WK34 mobile revenue update: $TGAMES holds 2× its early-year run rate, $095660.KQ (#Neowiz) rebounds on Browndust2, $GRVY cools before Sept launches.
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Johan Onslev
Johan Onslev@JohanOnslev·
@TheAppInvestor Thanks for the update. At what absolute numbers would you consider the rise in mobile revenue for thunderful significant?
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AppInvestor
AppInvestor@TheAppInvestor·
Mobile apps revenue weekly update: US-traded: $SGAMY is #1 with Persona5: The Phantom X release. $IH, $IHRT complete top 3 World: #Thunderful Group (ST:THUNDR) still up with release of Vampire's Fall 2 - but not as significant as it looks on the charts.
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Johan Onslev
Johan Onslev@JohanOnslev·
@janthecurious1 Thanks for the update. Looks promising. And what about Google Play grossing? Closing in on a full week to get reliable data.
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Johan Onslev
Johan Onslev@JohanOnslev·
@janthecurious1 Thank you for the update. Do you know any way to gage the success of Zero on PC?
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Jan
Jan@janthecurious1·
$Grvy 🚀 Ragnarok: Twilight is off to a flying start in Taiwan—and as a $GRVY shareholder, I couldn’t be more excited about Q3 prospects. The game was officially launched on July 3, 2025, and came with new gameplay elements – beta feedback has been positive. 📈 Android (Google Play Taiwan): the game is already #1 in free downloads - a clear sign of massive early interest. iOS (App Store Taiwan): currently #11 in free downloads and #10 in revenue - a solid debut range, with heavy upside as monetization picks up. With this strong performance across both platforms, Q3 growth looks firmly secured - especially if iOS users begin to convert into paying customers. Known locally as RO仙境傳說:曙光, Twilight blends nostalgia and innovation. #GRVY #RagnarokTwilight #Gravity #MMORPG #MobileGaming #Taiwan #Investor #GamingStocks #Q3Growth
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AppInvestor
AppInvestor@TheAppInvestor·
@JohanOnslev Yes, every publicly traded company that published app (that are in my DB that I keep up to date) is always included by the tool, I only show the top 5 for brevity !
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AppInvestor
AppInvestor@TheAppInvestor·
Mobile apps revenue weekly update: US-traded: Boooring. Minimal increases for $IH, $GPRO, $IQ World: Tiny swedish game maker #Thunderful Group (ST:THUNDR) lights up the dashboard with the release of Vampire's Fall 2. Not greatly significant vs their non-mobile gaming revenue
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Johan Onslev
Johan Onslev@JohanOnslev·
@CorleoneDon77 Given the history of Gravity's prior Chinese adventures with most of the income going to the Chinese publisher, do you have any take on this?
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DonCorleone77
DonCorleone77@CorleoneDon77·
$GRVY Gravity says 'Ragnarok: Promised Adventure gets ISBN code by Chinese government Gravity announced that "Ragnarok: Promised Adventure," an adventure MMORPG game, received an ISBN code by Chinese government disclosed on May 21.
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AppInvestor
AppInvestor@TheAppInvestor·
Game is already top 5 downloads in Taiwan after being launched a few hours ago I wouldn't expect the same revenue curve as Ragnarok M: Classic but it did real well in other regions, esp. with long-tail of revenue over time. TW has become a (if not THE) best market for $GRVY
Jan@janthecurious1

$Grvy Big launch today for Gravity Ragnarok Idle Adventure Plus is now officially live in Taiwan, Hong Kong and Macau - some of Gravity's most loyal markets. Originally launched globally (except East Asia) in Feb 2025, the game quickly surpassed 1 million downloads and hit #1 on Google Play in Brazil and Singapore. Today’s expansion gives GRVY over a full month of revenue from these key markets in Q2. The game runs on a freemium model with in-app purchases and events already live. Together with Ragnarok M: Classic – also gaining traction – Gravity now has two strong titles powering growth in 2025. #GRVY #Gravity #Ragnarok #MobileGames #GamingStocks #Freemium #GameLaunch #IdleGames #MMORPG 1/2

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Johan Onslev
Johan Onslev@JohanOnslev·
@KromannTobias Appreciate your thoughts. Why are there both a backlog and an inventory - is the inventory pro and the backlog go?
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Tobias Kromann-Tofting
Tobias Kromann-Tofting@KromannTobias·
However, the mega trend of EV transition is early days. And the EV sales are expected to accelerate mid 2024 and beyond. Zaptec CFO has previously eluded at 20-30% increase in revenues. I own shares in Zaptec. This is not a recommended to buy or sell the stock.
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Tobias Kromann-Tofting
Tobias Kromann-Tofting@KromannTobias·
Zaptec, $zap.ol 2023 YoY Numbers Revenue: 1.433BNok ⬆️ 94% ✅ EBIT: 13.2MNok ⬆️ from -45.5Mnok ✅ Gross margin: 38% ⬇️ from 39% 🛑 Order Intake: 1.7BNok ⬆️ 85% ✅ Export share: 72% ⬆️ from 68% ✅ Backlog: 451Mnok Inventory: 447.3Mnok EPS: 0.256 PE: 78 P/S: 1.3
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Johan Onslev
Johan Onslev@JohanOnslev·
@cphcompounder Thank you for the information, much appreciated. Any opinion on whether the marked reduction in Tesla price could result in a faster EV-adoption that would favor Zaptec and other charging companies?
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CPH Capital
CPH Capital@cph_capital·
#Zaptec service announcement 🇳🇴 From their IR; $ZAP.OL will not distribute early quarterly trading updates on revenue and purchase orders going forward on Oslo Stock Exchange main list - too complicated 
 Q4-22 will be released February 15th
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Johan Onslev
Johan Onslev@JohanOnslev·
@investhornet @wedholm_dennis Yeah, the revenue growth is very impressive, and the margin must have improved significantly as well as you say. Glad to see the company continue its great development. How this updates translates into -5% is a complete mystery, but that's just the current market I guess.
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InvestHornet
InvestHornet@investhornet·
@JohanOnslev @wedholm_dennis Have to add that comparing this Q to others that likely the financial results have been excellent. Q2 was not that good because of 1 mo production stop. I see Q3 income of about 33-40 MNOK and EPS of 0.35-0.4. Q4 is also usually the best Q by far... $ZAPTEC
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InvestHornet
InvestHornet@investhornet·
$ZAPTEC LOL at market reaction to Q2 report. Orders up 84% YoY Revenue up 64% YoY despite production stop whole of April Margins would be good if not for that stop Outlook is really great Stock really cheap compared to results
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InvestHornet
InvestHornet@investhornet·
@JohanOnslev @wedholm_dennis Ok, I sent e-mail to IR and they replied quickly. They will release trading update on Monday morning. My bet is that now is perfect time to buy the shares for $ZAPTEC
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Johan Onslev
Johan Onslev@JohanOnslev·
@investhornet @wedholm_dennis Thank you for your updates, InvestHornet. Any knowledge as to why they haven't released their trading update for last quarter as they usually do within the first 4-5 days of the current quarter?
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InvestHornet
InvestHornet@investhornet·
@wedholm_dennis Adding to that, charging solutions will also outpace the EV market as there is constant need to upgrade to faster and better solution for future EVs. $ZAPTEC has also expanded very well globally and they seem to be executing very well.
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Johan Onslev
Johan Onslev@JohanOnslev·
@TheProjectUnity Afaik this look is due to extensive cellular damage inflicted by rapid decrease in pressure as the blob fish is taken to the surface.
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Johan Onslev
Johan Onslev@JohanOnslev·
@gamechangercap Drug development through own 3-headed AI platform analyzing big data, grounded in physiology. Development of personalized immunooncology therapies in cancer and antigen-based vaccines in bacterial infections. Several candidates under development in phase I/IIa/upcoming IIb.
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