Såja! Åt rätt håll idag. Mot 100
Prøver med nok en liten kvartalstrade.
Q4 offentliggjøres den 28/2. Det har haglet med positive kursmål, og det er til og med sendt ut profit warning uten at kursen har gått nevneverdig.
Kursen har nok vært preget av Corona virus frykt slik som mange andre Small Cap selskaper på Oslo Børs…
er 7mrd smallcap?
Det ser ut som Small Cap er opp til 20mrd NOK (2mrdUSD):
A small cap stock is a stock of a publicly traded company whose market capitalization . Market Cap is equal to the current share price multiplied by the number of shares outstanding. The investing community often uses the market capitalization value to rank companies ranges from $300 million to approximately $2 billion.
Ser selskap rundt 1.5mrd-10mrd nok er klassifisert som midcap på Oslo Børs.
ca’ish
Priset til neste himmelferd, som holder man vekstwn gående, så gjør det ingenting
Fuck sker!
Hva slags nyheter må til på torsdag for at denne skal få en rekyl? Bedre guiding?
Må få kontroll på Corona … melding slutt.
Lansering av betalt funksjonalitet spesielt egnet for fjernundervisning kunne jo vært idé?
27.02.2020 07:03:09: Kahoot! AS reports fourth quarter 2019 results
Q4 2019 was another strong quarter and reflects focused execution by the Kahoot
team now also including the acquired units DragonBox and Poio. The Kahoot Group,
including acquired units, grew invoiced revenue in Q4 2019 to $5.3m, a 216%
year-over-year growth and a pro forma full year 2019 including acquired units
reached invoiced revenue of $15.2m. Recognized revenue in Q4 2019 reached $4.0m,
a 376% YoY growth and recognized revenue full year 2019 reached $8.8m, a 353%
growth from 2018. In 2019, The Kahoot Group reached a total of 170,000 paying
users in Q4 2019.
Please find enclosed the Q4 2019 presentation and report.
Highlights Q4 and 2019
o The user growth on the platform last twelve months continued, reaching 1.2bn
participating players (16% YoY growth), over 210m games played (22% YoY growth)
hosted by 15.8m active accounts (26% YoY growth)
o Kahoot launched several new features and editions for all three main segments
(at Work, at School and at Home), contributing to the growth of both free and
paid users in the quarter
o Invoiced revenue of $5.3m in Q4 2019, compared to $1.7m in Q4 2018 and
invoiced revenue of $13.0m in 2019, compared to $3.5 in 2018. Pro forma invoiced
revenue full year 2019 including acquired units reached $15.2m
o Operating revenue of $4.0m in Q4 2019, compared to $0.8m in Q4 2018 and
Operating revenue of $8.8m in 2019, compared to $1.9m in 2018
o EBITDA of -$1.2m in Q4 2019, compared to -$2.1m in Q4 2018 and EBITDA of
-$7.0m in 2019, compared to -$9.8m in 2018
o Kahoot Group had a positive cash flow from operations of $1.2m in Q4 2019
(improvement from -$0.6m in Q3 2019) and for the full year 2019 -$2.7m
o Cash and cash equivalents as of 31.12.2019 were $40.9m including proceeds of
approx. $25m from the October 2019 funding round, a private placement to
institutional shareholders
o MRR (Monthly recurring revenue) reached $1.1m for Kahoot subscriptions and
$0.1m for Dragonbox School. Total MRR for the group is $1.2m as of 31.12.2019
corresponding to an ARR (Annual Recurring Revenue) of $14.4m
o Kahoot reached 152K paid seats as of Q4 2019, compared to 120K end of Q3 2019,
where of 78K in the Business segment and 74K in the School segment. In addition,
DragonBox School reached 18K paid seats for the 2019/2020 school year, bringing
the total number of paid seats for the group to 170K as of Q4 2019
o The acquisition of Poio and DragonBox were completed by the end of August
2019. Both companies are fully consolidated in the Kahoot Group from September
1, 2019
Kahoot har isåfall påverkats mycket hårdare än mycket annat.
I et normalt børsklima er dette utrolig bra.
De håller jag med om och jag har inte drabbats av speciellt stora tapp. Inte börjat med några dippköp ännu då jag tror att vi ska NER mycket mer.
Tycker bara att Kahoot har rasat oförtjänt mycket
Ikke vær for sikker på at den skal mye ned. Det kommer kanskje en kortsiktig rekyl idag i følge «Traderen» på aksjer som har falt mye:
Overraskende gode tall fra Kahoot, de er fortsatt priset hinsides. Men positive tall.
Bare husk det at kjøper du etter at Svend Egil har postet noe så er det som regel hans aksjer du kjøper
Kahoot om samarbeidet med Disney:
“Our participation in and ongoing relationship with the Disney Accelerator has brought creative inspiration and larger business perspective to Kahoot!, contributing to our growth and development,” said Eilert Hanoa, CEO, Kahoot!, in a statement “By combining the strength and reach of our platform with the magic and mentorship of Disney, we’ve been able to make learning even more awesome. The Disney Accelerator has been key to unlocking many opportunities for us as a company.”
les hele artikkel her:
https://techcrunch.com/2020/03/03/applications-are-open-for-the-latest-disney-accelerator-program/