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Stillfront Group (SF)

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#1853

06/03-2019 08:03:52: (SF.ST) Redeye: Stillfront Group - User momentum will continue

#1854

https://articles.finwire.com/FWF00310CE-carnegie-micro-cap-har-okat-i-stillfront-under-februari-forvaltaren-positiv-till-bolaget

1 Like
#1855

https://www.bolagsfakta.se/nyheter/stillfront-storsta-agaren-laereus-kopt-fler-aktier

EDIT: Ganske syk utvikling i kursen i dag . Åpnet på 195 , var nede på 188 og sluttet dagen på 208

EDIT 2: og der var vi oppe på 223kr. 2018 var jo dårlig men hadde uansett ikke ventet at SF skulle være opp nesten 70% til nå i år

4 Likes
#1856

Har du noen formening om hvordan de ligger an med børsbyttet? Hadde håpet å kunne sitte på denne og overføre den til ASK i løpet av 2019. Med utviklingen i det siste begynner avkastningen å bli fin😊

#1857

26/03-2019 08:00:00: (SF.ST) Alexis Bonte har utsetts till COO på Stillfront Group

#1858
1 Like
#1859

05/04-2019 10:00:00: (SF.ST) Stillfront Group AB: MAU växte med 20% YoY

#1860

Imponerende, ikke rart kursen har gått her. :slight_smile:

1 Like
#1861

09/04-2019 15:00:00: (SF.ST) Kallelse till årsstämma i Stillfront Group AB (publ)

#1862

16/04-2019 15:35:03: (SF.ST) Presentation av Stillfront Groups resultat januari-mars 2019

#1863

Kan vel ikke klage på dette :

Highlights first quarter

— Net revenue amounted to 418 MSEK (315 MSEK), an increase of 33% compared to the first quarter of 2018.
— EBITDA amounted to 154 MSEK (103), an increase of 50%.
— EBIT amounted to 113 MSEK (73), an increase of 54% compared to the same quarter last year.
— The net result amounted to 69 MSEK (46).
— The net result per share undiluted amounted to 2.93 SEK (2.05). The net result per share diluted amounted to 2.91 SEK (2.04).
— Net debt amounted to 485 MSEK (355) and the adjusted leverage ratio was 0.9x.

6 Likes
#1864

Angrer litt på at jeg alltid tenker at denne må kjøpes, men så glemmer jeg det :smiley:

#1865

Enig. Ekstremt veldrevet selskap.

#1866

Men tung dag på børsen ned 4.5% nå. Har en liten lyttepost her, kjøpt ved forrige kvartal-presentasjon og i minus på den ennå.

#1867

Virker som mange forventet bra resultat og skulle ta gevinst på tallene.

#1868

Oppsummering fra Pareto

A solid set of numbers

Stillfront just released a stronger than expected Q1 2019 report with a beat on both revenue and EBITDA (adjusted for IFRS 16) versus our and consensus estimates. We expected Stillfront Core to be strong, but it topped our expectations due to continued strong performance for Nida Harb III, setting a new ATH with deposits of SEK 56m, supported by strong solid performance for Call of War and Playa Games Shakes and Fidget. Goodgame, both EMPIRE and BIG delivered slightly better than expected revenue although UAC was lower than expected, indicating that higher frequency of content updates has positive effects on revenue growth. EBITDA, adjusted for IFRS 16 is marginally better than consensus, but we believe some analyst was to low on UAC why the underlying beat should be better. Stillfront says that new launches are delivering according to plan and we have seen good MAU/DAU growth in Q1 and Strike of Nations (Nida Harb global version) trending well on charts which seems promising for future growth. In total, a strong report with better than expected revenue which will trigger upward revisions to our and consensus estimates. At EBIT level we were 7% ahead of consensus for 2019E EBIT, and we expect to raise EBIT estimates by at least ~5% why consensus is likely to come up even more. Shares likely to trade well today, +5-10%. Buy TP SEK 254.)

Key takeaway

  • Revenue came in at SEK 418m versus our estimates of SEK 406m and consensus of SEK 405,3
  • Stillfront core, better than expected revenue, growing 173% y/y
  • Goodgame, better than expected growing sequentially, (-3%y/y) and at a lower UAC than we modeled indicating that new content update has positive effects.
  • EBITDA and came in at SEK 154m versus our estimate of SEK 139m and consensus of SEK 147, partly boosted by the IFRS 16 effects which seem to be SEK 5.5m.
  • UAC of SEK 108m was in line with our modeling, lower in Goodgame but higher in Stillffront Core.
  • EBIT beat 10% and 2% versus our and consensus expectation, limited by higher than expected D&A
  • Webcast at 10:00 CET – Link
  • Teleconference: Dial-in number SE:+46 8 505 583 66, UK: +44 33 330 090 31 , US: +1 83 352 683 47

Deviation table

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2 Likes
#1869

09/05-2019 17:57:45: (SF.ST) Kommuniké från årsstämma i Stillfront Group AB (publ) den 9 maj 2019

#1870

16/05-2019 08:30:17: (SF.ST) Redeye: Stillfront Group - An attractive valuation

1 Like
#1871

Exception menes det kanskje :roll_eyes:

#1872

Tipset Kristoffer om det og det er nå endret :slight_smile:

1 Like