MagnifiqueCap

1.2K posts

MagnifiqueCap banner
MagnifiqueCap

MagnifiqueCap

@MagnifiqueCap

Value orientated small-cap investor

København, Danmark Katılım Mart 2021
204 Takip Edilen1.8K Takipçiler
MagnifiqueCap retweetledi
financeamir
financeamir@financeamir·
Hove: Rapporterade Q4 idag och 2025 växte starkt men uppvärderingen har varit försiktig (+25% sen i september). EV/EBIT på 6x 2026e med modesta 10% tillväxt. Delar ut 25 öre nu som jag inte hade förväntat mig, ca 4,5% direktavkastning på det. >>
financeamir tweet media
financeamir@financeamir

Hove: Q3-rapport (första någonsin) släpptes utan några överraskningar. Ser starkt ut. Första 9m har de växt topline med 27% (trots 11% motvind valuta) och EBIT med 45%. Net current assets på 61m + 14m fastighetsvärde = 75m. Market cap är 141m. EBIT 9M 21m... Ser bra ut..

Svenska
3
2
39
15.9K
MagnifiqueCap
MagnifiqueCap@MagnifiqueCap·
29/x Overhead costs are down YoY while growing +20% in local currency, however with lower gross margin, affected by slow-moving stock being sold.
English
0
0
2
611
MagnifiqueCap
MagnifiqueCap@MagnifiqueCap·
28/x and keeping to the promises made in 2023. They are gaining market share, having strong cost control, no M&A talk, and negative cost gearing coming to an end in Q2 2026 (adding 30-40m EBIT yearly). CEO Göran has also made a "symbolic" purchase after the Q3 report.
English
1
0
0
651
MagnifiqueCap
MagnifiqueCap@MagnifiqueCap·
@spelbolagstorsk Very important market, but they already have operations in Orlando under “Hove Americas”, which is an American office, which isn't only a sales office.
English
0
0
1
51
Anton
Anton@spelbolagstorsk·
@MagnifiqueCap Any view on political risk? How important is the US market for them?
English
1
0
0
67
MagnifiqueCap
MagnifiqueCap@MagnifiqueCap·
@Ktharenlol It may also be that HelloFresh genuinely underperformed more than I anticipated in the Nordics, making it easier for Cheffelo to gain market share. Nevertheless, I was wrong, and I paid the price for that mistake. Congrats on the return though!🙌
English
0
0
0
238
MagnifiqueCap
MagnifiqueCap@MagnifiqueCap·
@Ktharenlol At the time, at 37 SEK, neither the growth nor the margin outlook appeared strong enough to argue for a higher multiple, with EPS growth being the main driver of the expected return. These figures would only appear in a bull scenario;
MagnifiqueCap tweet media
English
1
0
1
159

Keşfet

@spelbolagstorsk @Ktharenlol @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA