Pexip Holding ASA

[TekBot]

Disclosure of Large Shareholding - Pexip Holding ASA

Please see attachments at www.newsweb.no
…

Vis børsmeldingen

Kilde

[Namaste99]

Nå er det en annen amerikansk forvalter som selger. Denne forvalteren eier 5 prosent av Pexip og dette nedsalget herper kursen p.t.

Etter mitt skjønn er det en gyllen anledning til å kjøpe. Denne amerikanske forvalteren forvalter et lite norsk oljefond og skal tømme diverse posisjoner etter et rekordår

Husker pokker ikke hva forvalteren heter, men ikke State Street.

Denne evigvarende pandemien gjør meg bare mer bull.

Se for deg at DU selger Pexip sine produkter. Lettere å selge nå enn i sommer? Jeg mener det.

[Janno]

Capital group selger via State street.

[Namaste99]

Pareto gjentar target price kroner 80 i dagens analyse

[TekBot]

Mandatory notification of trade by Primary Insiders

Pexip Holding ASA (“Pexip” or “The Company”, Oslo Børs Ticker: PEXIP) has today
been notified that these transactions have been completed by primary insiders in
Pexip:
…

Vis børsmeldingen

Tom-Erik Lia, Chief Strategy Officer and Co-Founder, has today, December 2,
2021, through Lia Investments Ltd, controlled by Lia, bought 12,000 shares at
NOK 37.93 per share. After the transaction, Mr. Lia and Lia Investments Ltd will
hold 1,438,252 shares and rights to 60,000 shares.

The information included in this announcement is such that the Company is
required to disclose in accordance with the EU Market Abuse Regulation (MAR) and
is publicly disclosed in accordance with MAR and section 5-12 of the Norwegian
Securities Trading Act.

The announcement is made by the contact person.

For further information, please contact:

Investor Relations, IR@pexip.com, +47 94 80 58 51

About Pexip | pexip.com

Pexip simplifies complex videoconferencing to empower organizations with face-to
-face collaboration, no matter the location or technology. Our scalable platform
enables high-quality video meetings, with enterprise-grade security, and is
easily adapted to fit customers’ IT requirements and existing infrastructure.
This makes Pexip the leading provider for large enterprises and public sector
organizations. The solution is sold through 300 channel partners in 75 countries
and used in more than 190 countries. Pexip was listed on the Oslo Børs in May
2020.

Kilde

[dolvik]

Sånn innsidere håver inn aksjer nå, frister det å fylle på litt til kjenner jeg

[Namaste99]

https://easyupload.io/44jxty

Analysen fra Pareto

[Namaste99]

Jeg hadde gjort det … Men er tom. Har prøvd å låne penger

[Andyboi]

Fra nrk.no:

2. desember 2021 kl. 16:18

Dette er tiltakene

Fra midnatt blir det innført munnbindpåbud, hjemmekontor, bordservering og antallsbegrensning i Oslo og flere kommuner i Viken og Innlandet:

Påbud om bruk av munnbind der det ikke er mulig å holde minst én meters avstand i butikker, kjøpesentre, serveringssteder, kollektivtransport, innendørs stasjonsområder og taxi. Plikten til å bruke munnbind gjelder ikke for barn under 12 år, eller for de som av medisinske eller andre årsaker ikke kan bruke munnbind. Det anbefales også å bruke munnbind der det er mye folk og vanskelig å holde avstand, for eksempel når du skal hente jakken din etter et arrangement samtidig med mange andre eller er på vei ut av en fotballstadion.

Påbud om at arbeidsplasser der hjemmekontor er mulig uten at det går utover viktige og nødvendige tjenester, skal sørge for at ansatte jobber hjemmefra hele eller deler av uken. Det kan for eksempel gjøres slik at de ansatte jobber hjemmefra halvparten av tiden.

Antallsbegrensninger for private arrangementer innendørs på inntil 100 personer på offentlig sted eller i leide/lånte lokaler.

Plikt for serveringssteder og arrangører til å registrere gjester for å kunne varsle gjester ved smitteeksponering.

Krav om bordservering av alkohol for serveringssteder og arrangementer som har skjenkebevilling

Krav om at alle gjestene har sitteplasser på serveringssteder som har skjenkebevilling

Antallsbegrensninger for innendørs arrangementer uten faste tilviste plasser med inntil 600 (i kohorter på 200).

Kommuner som er omfattet er:

Oslo, Asker, Bærum, Grue, Kongsvinger, Nord-Odal, Sør-Odal, Eidskog, Hurdal, Nannestad, Ullensaker, Gjerdrum, Nes, Lørenskog, Lillestrøm, Rælingen, Aurskog-Høland, Enebakk, Nordre Follo, Ås, Nesodden og Frogn.

[Andyboi]

Tusen takk, veldig interessant

Den underliggende lønnsomheten til Pexip er faktisk god. Før covid og vekstprogrammet, så hadde de en EBITDA-margin på 15-20 % og positive resultater

Fra Paretos analyse:

Pexip understreker selv at de pt. har en underliggende EBITDA-margin på 25%, og basert på ARR en underliggende EBITDA på ca 225 MNOK:

Fant også denne fra et annet forum, omtrent samme EV, men over dobling i ARR :

[Dirdal]

Takk for analysen - meget god gjennomgang!

Hvorfor er ikke denne lett tilgjengelig på Pareto sine sider? Eller er det bare jeg som ikke vet hvor en skal lete…?

[TekBot]

Reminder - Invitation to Pexip Capital Markets Day

Oslo, Norway, December 6, 2021 - Pexip Holding ASA (“Pexip”, Oslo Børs Ticker:
PEXIP) invites investors, analysts, media, and other stakeholders to a Capital
Markets Day (CMD) on Thursday December 9, 2021, from 09:00 to 11:30 CET.
…

Vis børsmeldingen

As a result of the increased number of Covid cases in the Oslo region and
government recommendations to avoid unnecessary travel and gatherings of people,
we have decided to change the event to a purely online session. You will be able
to view the webcast and ask questions to the presenters or watch the recording
after the event through our webpage. The event will be streamed via
investor.pexip.com and will be followed by a Q&A session.

To ask questions to the presenters, please submit your questions to:
IR@pexip.com.

For registration to the event, please follow this link:

Capital Markets Day 2021 Registration | Pexip

For further information, please contact:

Jonas Sortland Fougner, Investor Relations, ir@pexip.com, +47 94 80 58 51.

About Pexip | pexip.com

Pexip simplifies complex videoconferencing to empower organizations with face-to
-face collaboration, no matter the location or technology. Our scalable platform
enables high-quality video meetings, with enterprise-grade security, and is
easily adapted to fit customers’ IT requirements and existing infrastructure.
This makes Pexip the leading provider for large enterprises and public sector
organizations. The solution is sold through 300 channel partners in 75 countries
and used in more than 190 countries. Pexip was listed on the Oslo Børs in May
2020.

Kilde

[Namaste99]

Du må være kunde…

Kjøper du Finansavisen i dag, ser du at Kristian Mørk Spetalen i Arctic stadfester sin analyse på kroner 81.

Han mener Pexip er en av selskapene med høyest oppside i 2022.

Han trekker frem 10 selskaper med oppside av 46 mulige innenfor Tech og IT.

Men bare Pexip, Zalaris og Skiri trekkes frem som de 3 med BEST muligheter neste 12 mnd!

Jeg snittet meg ned i dag

[TekBot]

Pexip Capital Markets Day 2021 - Targeting market leadership in USD 5 billion segment of the video market

Oslo, Norway, December 9, 2021 - Pexip Holding ASA (“Pexip” or “the Company”,
Oslo Børs Ticker: PEXIP) is holding a Capital Markets Day for investors,
analysts, journalists, and other stakeholders today at 09:00 CET. The
…

Vis børsmeldingen

presentation material is attached. The event will be streamed via webcast, which
can be found at:

2021 Capital Markets Day | Pexip

Interim CEO and CFO, Øystein Dahl Hem, along with other members of the Pexip
management team, will present the Company’s strategy, unique technology, why
customers choose Pexip, and financial performance. Questions to the presenters
can be submitted directly via the webcast platform or via e-mail to
IR@pexip.com.

Key highlights from the Capital Markets Day presentation:

· Pexip’s strategy is to focus on three core areas: Video infrastructure,
Critical video meetings, and Video enablement. These segments of the video
market have an estimated value of USD 5 billion in 2024, and Pexip is aiming to
gain a leadership position in each segment.
· In its core areas, Pexip has higher growth, higher revenue per customer, and
lower churn than in the other company areas. Pexip’s efficient go-to-market
strategy is based on an already strong and growing ecosystem of partners,
including Microsoft, Google, and other technology and solution partners.
· Pexip’s differentiation is built on three distinct technology
differentiators: Core transcoding, Agnostic infrastructure, and “Built as-a
-platform”, that are unique in the market.
· Following its 2020 IPO, Pexip is now approaching the end of the accelerated
growth investments in sales and technology. This will drive improved
profitability in 2022 towards returning to positive EBITDA during 2023. The
Company is well positioned to deliver on its long-term guidance of 25% annual
revenue growth and 25% EBITDA margin, as well as reaching the target of USD 300
million in ARR by 2024.

“The use of video has seen hyper growth during the pandemic, and strong trends
like climate consciousness, geopolitical complexity and cyber vulnerability will
continue to drive the development in the long term. We have world-leading
technology within our core focus areas, so we are in a fantastic position to be
the number one in these segments, representing a massive USD 5 billion market
opportunity. We are consistently winning contracts with large and demanding
customers across international corporations, governments, public agencies and
defense organizations, which adds confidence in our ability to continue taking
market share as well as our share of the market growth,” said Pexip Interim CEO
and CFO, Øystein Dahl Hem, and continues:

“We have a strong underlying performance in our core focus areas, which are
already accounting for more than 85% of ARR. These areas have also higher
average revenue per customer and lower than average churn. Pexip has a long
track-record and a proven culture of execution. With our unique technology and
team in place, we are on-track to reach our target of 300 million dollars in ARR
by the end of 2024”.

For further information, please contact:

Investors: Jonas Sortland Fougner, Investor Relations, IR@pexip.com, +47 94 80
58 51

Media: Lars-Einar Petterson, Communication Manager Norway,
lars.einar.petterson@pexip.com, +47 93 44 88 27

About Pexip | pexip.com

Pexip simplifies complex videoconferencing to empower organizations with face-to
-face collaboration, no matter the location or technology. Our scalable platform
enables high-quality video meetings, with enterprise-grade security, and is
easily adapted to fit customers’ IT requirements and existing infrastructure.
This makes Pexip the leading provider for large enterprises and public sector
organizations. The solution is sold through 300 channel partners in 75 countries
and used in more than 190 countries. Pexip was listed on the Oslo Børs in May
2020.

Kilde

[Bullishproof]

Pexip er godt i rute for å nå inntektsmålet | Finansavisen

[Andyboi]

CMD var ikke mye imponerende, ser jeg

Var det noe spesielt eller bare mangel på nyheter pluss rød børs?

[Aristo78]

Presentasjon var meget god, solid og proft gjennomført. Men kom ingen breaking news i dag, og da er Ose såpass full av kortsiktige tradere, som har kjøpt seg inn før CMD i håp om rekyl etter nyheter her, at de hiver ut Pexip igjen som varmt hvetebrød ut av ovnen!

[Andyboi]

Det jeg mistenkte…

Med all sannsynlighet kommer det som regel ikke noe breaking news på CMD, dette ville jo ha vært børsmeldt

[Aristo78]

Jeg er forøvrig langsiktig, så ser dette kun som en kjøpsmulighet.

[Andyboi]

Totalkollaps i Pexip