mavix

Some great new features by @theTIKR reagarding secondary data and the earnings review.

If you want to take a look at them, feel free to use my promo link:

tikr.com/mavix

$YOC announces new partnership with ID5 for enhanced audience activation across all browsers.
The ID5 ID also serves as a reliable and future-proof anchor for increasing publishers inventory by making it more addressable and valuable to buyers.

Frequentis $FQT will work together with Verizon to transition the US National Airspace System (NAS) to a modern IP network.

Big thanks for 2.000 subscribers for Under-Followed-Stocks!

I am very grateful that I was able to achieve this with only 10 write-ups 😅. I really hope and plan to do more write-ups in the future for you, but in the past months I was a bit more busy than usually 😉

underfollowedstocks.substack.com

Shelly Group $SLYG confirms forecast for '23 (Rev. +51% & EBIT +63.5%) after successful Black Friday where sales increased 115% yoy.
The number of devices sold have more than doubled to well over 1.1 million. Especially devices regarding energy consumption developed positively.

$IDT Q1 '24 results:

▫️Consolidated Revenue -6.4%
*NRS +24%
*net2phone +18%
*Fintech +34%
*Traditional -13%
▫️Adj. EBITDA -8%
▫️Operating income -15%
▫️Net income -30%
▫️NRS recurring revenue +25%
▫️1.500 new NRS POS terminals during the quarter

Epsilon Net $EPSIL announces Epsilon Smart Cyprus to enter the cypriot market with more specific requirements of Cypriot entrepreneurship.
The Epsilon Smart series has already exceeded 100.000 subscriptions.

Portfolio end of November '23:

Epsilon Net $EPSIL
Shelly Group $SLYG
Evolution $EVO
Centrotec $CEV.HM
Lindbergh $LDB.MI
Kaspi $KSPI
GIG $GIG
Leatt $LEAT
Transense Technologies $TRT.L
Secunet Security $YSN.DE
Amazon $AMZN
IDT $IDT
Neurosoft $NRST.MI
B3 $B3.ST
YOC $YOC
Frequentis $FQT
SMS $SMSMED

Frequentis $FQT has realized an innovative drone project in cooperation with Austro Control and ÖBB.

From now on drone garages will be distributed along the ÖBB’s rail network to provide valuable support in case of rockfall and storm damage on a railway.

Epsilon Net $EPSIL Q3 '23 results:

▫️Revenue +30%
*72% of these 30% growth are organic
▫️Adj. EBITDA +30%
▫️EBT +63% (incl. ~EUR 2m financial income for the sale of the stake in SingularLogic)
▫️Adj. EBT +44%
▫️Net Cash of EUR 5.3m (despite significant acquisitions)

B3 Consulting Group $B3.ST is once again named one of Sweden‘s Career Companies because they offer not only a workplace, but a platform for personal and professional growth with a dedicated focus on the development of it’s employees.

Frequentis $FQT teams up with Saudi aviation company NERa to advance Air Traffic Management (ATM) solutions in the Middle East.

$YOC Q3 '23 results:

▫️Revenue +33%
▫️EBITDA +29%
▫️9M net profit fell to EUR 0.2 million (vs. 0.8m) due to higher costs related to the Nostemedia acquisition and the MediaMath insolvency
▫️Full Year Guidance confirmed ✅
▫️Outperformance of the European Digital Advertising market

Shelly Group $SLYG 9M '23 results:

▫️Revenue +49.3%
▫️EBIT +68.6%
▫️Net Profit +65.6%
▫️OCF of EUR 9.6 million (vs. -2.5m)
▫️cloud user base +62.5%
▫️Outlook confirmed:
*Revenue growth of 51%
*EBIT growth of more than 63.5%

Epsilon Net $EPSIL acquires the Retail & Fuel integration, sales & customers support software division of Singular Logic via a Spin-Off.
Singular Logic will receive shares of Epsilon‘s subsidiary Epsilon Singular Logic for the agreed amount of EUR 3 million.

The National Air Navigstion Services of Egypt will implement Frequentis Voice communication systems at several important air traffic management facilities. $FQT

Secunet Security $YSN Q3 '23 results:

▫️Revenue of EUR 87.6 million (+13%)
▫️EBIT of EUR 5.7 million (-36%)
▫️increased investments in a highly secure cloud infrastructure
▫️unfavorable product mix compared to previous year
▫️order backlog +17%

Gaming Innovation Group $GIG Q3 '23 results:

▫️Revenues +39% (23% organic)
*Media +49% (23% organic)
*Platform +20% (all organic)
▫️EBITDA +61%
▫️EBIT +173%
▫️EBIT-Margin of 21.2% (10.8%)
▫️EPS of €0.07 (vs. €0.01)
▫️AskGamblers revenues up 45% from run rate at take over

$LEAT today launched its new line of Adventure (ADV) gear designed for motorcycle enthusiasts seeking comfort and safety while riding in all weather conditions and terrains.

youtu.be/zyB9MqMwqI4?si=-fsQvH2qrPhSfZ8P

$LEAT Q3 '23 results:

▫️Revenues -48%
*neck braces -63%
*body armor -48%
*helmets -34%
*others -54%
▫️operating income -89%
▫️Net income -89%
▫️operating cashflow +277%
▫️$10.8 million in Cash
▫️results continue to reflect constrained ordering patterns

#8 Lindbergh SpA The productivity accelerator

The latest issue of Under-Followed-Stocks is about Lindbergh SpA $LDB.MI

underfollowedstocks.substack.com/p/lindbergh