Syk omsetning til Elabs å være i dag. Omsatt over 500.000 aksjer…
Får håpe den klarer å holde momentet oppe. Det har den ikke gjort tidligere.
Ja jeg skrev også for rundt et år siden at jeg hadde problemer med å fine bakdelene ved dette caset. Mulig det var fordi det ikke var noen! Jeg blir iallefall med på ferden her de neste 2-3 årene og etter det blir det fort et oppkjøp. Satser på det er på 216 i kurs så er jeg klar for å selge 
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Har ingen forhåpninger, men håper inderlig aksjen faller ned for å lukke gapet til 19,70!
“This-time-is-different” 
Kan være jeg tar feil men kjøpt 30K i dag og håper den holder seg på 23+ fremover, med 30 kroner før påske.
Over 30 til neste jul garantert. Til påske er det vrient å si. Ikke nok tid til å få inn i nok modeller etc. Skal legge hodet litt på blokka å si over 35 kr neste jul
Tipper du og passesta økte idag
Passeta må vel melde når de kjøper?
Ja men det kommer jo som en slags melding i morgen tidlig i såfall. Endring blandt aksjonærer.
@Babbai savner dine spekulasjoner og innlegg ift hvilke leverandører det kan være. Hva tenker du om mobiltelefon? Avskriver du Apple som de fleste andre? Samsung?
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Det ser ikke ut til at SB1M vil endre sine anslag på omsetning etc med det første. For dem er det tydeligvis ikke enkelt å regne på dette, og/eller så tror man de 500mill med et meldt antatt moderat negativt avvik fortsatt er en stor bløff. I dette ligger det vel at det ikke blir drahjelp fra dette huset med det første, og at kjøperne nå enten har en annerledes tillitsvinkling og regner forskjellig, og/eller at det er mange momentum-traders som henger seg på. Fra morgenenes innboks:
ELABS is currently guiding revenues of NOK500m and EBITDA margins of +50% in 2023. We do not believe in nor model with this number and model with revenues of NOK195m and EBITDA margins of 34% (EBIT margins of 27%).
One way to back out what the market believe in is to look at the implied probability of ELABS reaching its target in the current share price. Then we use the guidance of NOK500m revenues, EBITDA margin of 50%, which is equivalent to roughly 45% EBIT margin. Then we have to use an appropriate EV/EBIT multiple that we believe the market puts on ELABS. We have illustrated the sensitivity below. Basically, what the first chart below tells us is that, on NOK21.5 per share, if we assume that 20x EV/EBIT is a fair multiple for ELABS, the market puts a 50% probability that the company reach its guidance. That is equivalent to NOK250m in revenues and NOK113m in EBIT (with reference to the second chart below). With 30x EV/EBIT the probability is 34% and implied revenue and EBIT expectations are NOK169m and NOK76m, respectively.
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So they have basically two probabilities: 500mNOK and ebit 225mNOK (45%) and ebit 0mNOK? In the middle is the current price.
Pls note that SB1M is just playing with numbers here in order to “back out what the market believes in”, not what SB1M believes in. And what probabilities the market assigns to the 500 case. I do not share those ways of calculating what “probabilities” the market attaches to the case, however, this is not why I posted the article. What I find more interesting is that SB1M still stick to their 195M base case. Which means, SB1M is not going to push ELABS for a while. Which again implies less probability that the ELABS price will hold at these levels unless we get even more great news and more importantly, concrete indications that money will soon start pouring down into the bottom line and free cash flow.
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Yes of course, I didn’t mean that you share the same view about probabilities. I was just wondering why they take two extreme cases of 0 & 225mNOK EBIT and nothing is in between. The probability distribution in the middle is usually most likely scenario. So the analysis should be something like 50% of EBIT being 80-120mNOK for example. By doing so the market giving probability of 500mNOK is much lower. So the analysis is very poor in that sense. I could state that the market expects 50% of 1000mNOK (revenue) if the other end of EBIT probability is negative. So in other words, market does not believe 50% 500mNOK scenario.
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Totally agree…scary that Norway’s #1 rated analyst, earning NOK 15 million in 2021, is presenting this kind of crap…
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Skjønner heller ikke hvorfor det er så viktig hva de tjener i 2023 når de er et klart vekstselskap. Om de har 200 mill i inntekt i 2023 og utsikter til å klare 500 mill i 2024, bør de ikke da ha veldig stor multiple i 2023 ?
Even EBIT of 80-120 MNOK in 2023 would mean better results than SMOP has had LTM, and if ELABS can deliver that, they are growing at a much higher rate than SMOP and should probably have a higher PE. Elabs has good margins, basically no debt, cash on hand and as China is opening up, business travels and business development/sales in Asia becomes easier. IoT and automotive haven’t even started, and as one of the best Norwegian companies when it comes to handling China and Asian customers, I trust that Elabs will manage to gradually assist both Chinese and Western car manufacturers in implementing new tech. But for now; laptop should be, and is, the main focus.
Idioten; Agree, it’s better to focus on 2024-2026 than on 2023 alone.
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He obviously is clueless. In his numbers he sets a fair EV/EBIT multiple of 14 in 2024, despite that the company in his own conservative numbers then would have grown sales for 100% in two consecutive years. Anyone with just a few months experience in the stock market knows that’s way too low, especially with a gross margin of 100%.
Only reason he is rated best tech analyst in Norway is because there are few specialised tech analyst, and because he is self promoting. He sends out emails asking his clients to vote for him etc
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Vi begynner å bli litt bortskjemt med nesten daglige børsmeldinger 
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Denne kom godt med, med tanke på hvor surt tech var over dammen i går også. Var denne forventet?
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