Presentasjonene til Lars har aldri vært noen höjdare. Han er sikkert en flink økonom/regnskapsmann, men han er overhodet ikke en god mann å sende ut i feltet for å snakke med investors. Og Laila gidder tydeligvis ikke, har annet mer spennende å foreta seg. Da får vi en aksjekurs langt, langt under det man ellers ville hatt. Så vil de som kritiserer mine innlegg (som kritiserer Laila) si at det viktigste er at hun skaper ny business. Det er jeg forsåvidt enig i, men så lenge hun betjener investormarkedet så dårlig, får man ikke betalt via aksjekursen. Da hjelper det liksom ikke, ikke i det korte bildet i alle fall. Regner jo med at vi alle får betalt til slutt, når selskapet blir kjøpt opp på en kurs mellom 50 og 100. Litt stor spread, men har mest tro på det høyeste tallet.
Har eid mange aksjer oppigjennom, og er det noe som aldri har vært kursdrivende er det investorpresentasjoner på konferanse XYZ.
Her er det money talks. Så de som tror at omsetningen vil fortsette med kraftig vekst, bør bare være glade for denne lave kursen. Og fylle på så mye som mulig før toget forlater stasjonen.
Børsen er den eneste butikken hvor kundene er redde for salg.
Det har vært snakk om tidobling her i mange år, selv da kursen stod i 28 kroner. Det kan være greit å ha litt realistiske forventninger.
Lars had a good presentation yesterday. There wasnt very much time given etc. He explained things understandably.
The event was lacking insight as host just presented a couple very general level questions for all 3. So there is no point in redeye taking in questions as there is no time for those.
Basically a non-event.
Jeg synes da at kurser fra 50 til 100 er realistisk. Laila gjentok jo sist at målet på mellomlang sikt er 500m i omsetning. Med den omsetningen regner jeg med at marginen er 70%. En faktor på 20 på 350m gir da kurs ca 70. Faktor på 30 gir kurs ca 100. Svært realistisk, om enn litt forsiktig.
Ikke sant.
Dette toget har stått bom stille på stasjonen i 4,5 år… men forstår hva du mener 
Har ikke stått bom stille, men falt nesten 40% siden børsnotering.
Not too bad for Elabs?
January:
An employee at a smartphone retail store in Beijing, who declined to be identified, told the Global Times on Sunday that the store has seen a surge in customer inquiries over the weekend.
“Most customers are specifically asking about smartphones, with some expressing concerns about inventory levels and the possibility of stock shortages once the subsidy policy is implemented. For that, we have adequately prepared our inventory to meet the demand,” the employee said.
February:
- Smartphone sales in the week of January 20-26 jumped nearly 65% YoY to reach over 9.5 million, indicating Chinese consumers’ good early response to the subsidy.
- Smartphone sales in January were up 17.6% YoY to reach nearly 29 million units, with Huawei, vivo and Xiaomi capturing the top three spots.
Counterpoint Research reported smartphone sales in China rose nearly 18 per cent year-on-year in January, spurred by nationwide subsidies for electronic devices, with the move forecast to add 2 percentage points to 3 percentage points of growth in the opening quarter.
Smartphone sales for the week of Jan. 20 to Jan. 26 surged by nearly 65% from the year-ago period to more than 9.5 million units, “and maintained a high level in the following weeks,” Counterpoint Research said in a late February report.
Stemmer det Laila nevnte dette selv som kjempe boost i salg for deres mobilkunder.
Det kan ikke være mange andre enn de mest ihuga hausserne her inne som har troen på at børsfiaskoen Elabs skal lykkes.
Og du er en av de som ikke har trua?
Hvorfor gidder du å bruke tid og energi her om du ikke tror på caset? Har aldri hørt noe med med substans fra din side hittil….
Tror det er en AI-språkmodell fra Temu som er ute og skriver en setning/variasjon av «selg/håpløst» hvis regelen er oppfylt (if ‘kurs’ = rød, then ‘skrive innlegg’).
Lykkes med hva ?
Selskapet har allerede lykkes i utrolig mange ting.
For de som ønsker å se siste presentasjonen fra Lars på Redeye
https://www.redeye.se/events/1068007/artificial-intelligence-ai-event-2025
“Android is expected to grow 40% faster than iOS this year, with 2.5% year-on-year growth, fueled by 5.6% growth in China, thanks to the new subsidies program by the Chinese government which is expected to mostly benefit Android as opposed to Apple,” said Nabila Popal, senior research director with IDC’s Worldwide Quarterly Mobile Phone Tracker . “While iOS will decline by 1.9% in China this year due to ongoing challenges, globally it is forecast to increase 1.8% thanks to strong growth in the U.S., Apple’s largest market, coupled with rapid growth of 18% and 9% YoY in emerging markets like India and Indonesia. The ongoing rollout of Apple Intelligence and the recently launched mid-priced iPhone 16E is also expected to fuel demand and keep average selling prices (ASPs) elevated for Apple and will help it capture 45% value share in 2025 despite only 19% of shipments.”
According to Anthony Scarsella, research director with IDC’s Worldwide Quarterly Mobile Phone Tracker, the U.S. smartphone market is expected to grow 3.3% in 2025, even with the new 10% tariffs imposed on goods from China, including smartphones. He said, “An aging installed base ready for renewal will positively impact shipments for the year. Although the new tariffs will slightly increase the average selling prices, most consumers in the U.S. purchase smartphones through installment plans, often combined with trade-ins, via the telecom channel. As a result, any increase to ASP in the US is less likely to impact purchase decisions for most consumers.”
China’s economy showed signs of resilience in early 2025, with retail sales and industrial production exceeding expectations, but concerns remain over rising unemployment and the ongoing impact of U.S. tariffs. Data released for January and February indicated that retail sales grew 4.0% year-over-year, accelerating from December’s 3.7% gain. This improvement was largely attributed to strong Lunar New Year spending, particularly in entertainment and dining, and boosted by government subsidies targeting home appliance and mobile phone purchases.
The first EU order requires Apple to give rival makers of smartphones, headphones and virtual reality headsets access to its technology and mobile operating system so they can connect with iPhones and iPads seamlessly.
This needs a bit consideration what would this mean for Elabs:
- Apple does seamless connectivity (within ecosystem) with dedicated hardware in place (iPhones etc).
- Apple’s rivals do not have such hardware in their devices as existing.
Now the important question is if Apple’s rivals would start increasing the amount of hardware in their phones (more electricity consumption, more costs, more supply chain dependency) to achieve this, or would they rather prefer a software based solution for Seamless connectivity?
Or would this allow for each mobile phone and PC OEM to develope some sort of own software that is downloaded into the phones? A bit like Intel’s Unison that requires bluetooth on etc. to pair devices. Which would then remove the need for Elabs software. Initially, I don’t believe this would be the case ?
FIrst take is that there are both possibilities and threats included in this EU ruling. Any opinions?