Diskusjon Triggere Porteføljer Aksjonærlister

Zwipe - IPO Merkur

Godkjent dag, ny ATH :star_struck:

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Nok en fin avtale, denne gang med Silkways ltd i Bangladesh:

  • Utsteder 12M+ betalingskort årlig

Legger vi dette til i allerede inngåtte avtaler blir oppdatert total 215M+

Zwipe breakeven:
6M kort årlig

“We see Zwipe Pay ONE as the state-of-the-art technology on biometric payment cards and look forward to a close collaboration with Zwipe,” says Sk Farid Ahmed, Managing Director of Silkways Card & Printing Ltd

https://live.euronext.com/en/node/5402729

Da er vi i gang - første kommersielle ordre på $1,9M:

https://live.euronext.com/en/node/6026622

60M NOK er årlig breakeven for Zwipe.

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IDEX (Zwipe sin leverandør av biometrisk sensor) sin vurdering av betalingskort-markedet:

“Now, such a fingerprint biometric payment card is soon set to hit consumer wallets with the IDEX biometric sensor embedded in IDEMIA’s next generation biometric payment card representing a turning point for the payments industry and for consumers.”

Her refereres det til Zwipe sin globale avtale med IDEMIA (en av verdenes 3 største smartkort-produsenter).

Redeye sin siste oppdatering gir en en god innføring i mulighetene her.

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Dette er en KANON-nyhet av to årsaker:

  1. minimum TO nye år med drift sikret - dette bør være mer enn nok runway til å få avklart ALLE pågående piloter

  2. Ingen rabatt er gitt - dette viser forhandlingsposisjonen selskapet er i

Opp 20% så langt i dag på denne nyheten

"Yesterday evening Zwipe announced that Erik Selin has invested NOK 104m through a private placement. The deal will close 30th of September and Selin did not get a discount on the deal at NOK 26.1 which is fair and good for shareholders. Through the deal, he will own around 11% of Zwipe making him the second-largest shareholder. Our view of Selin is that he is a seasoned investor with a fantastic record as a capital allocator through the real estate company Balder. That he finds the risk/reward situation promising in Zwipe is certainly a good sign.

Velkommen i klubben, Mr Selin

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Redeye har nå publisert sin Q2 oppdatering

Hyggelig at flere (les Erik Selin, seasoned investor with a fantastic record) synes R/R er attraktiv:

" Yesterday evening Zwipe announced that Erik Selin has invested NOK 104m through a private placement. The deal will close 30th of September and Selin did not get a discount on the deal at NOK 26.1 which is fair and good for shareholders. Through the deal, he will own around 11% of Zwipe making him the second-largest shareholder. Our view of Selin is that he is a seasoned investor with a fantastic record as a capital allocator through the real estate company Balder. That he finds the risk/reward situation promising in Zwipe is certainly a good sign .

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Mer fra RedEye i dag

https://www.avanza.se/placera/ovriga-nyheter/2021/09/02/zwipe-zwipe-about-to-enter-pilot-mode.html

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Avtale #2
Verdi: $318K
https://live.euronext.com/en/node/6445406

Totalt: 21M NOK
Margin: 10-40%
2M - 8M NOK

Breakeven: 40M NOK

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Rykende ferskt intervju med sjefen selv Andre Løvestam:

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Fy faen for en melding og noen navn:

Zwipe launches biometric solution for access control and enters collaborations with HID Global, LeGrand and Southco

https://live.euronext.com/en/node/7608941

Probably nothing

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En knalle go nyhet. Bare å gratulere alle aksjonerer. Trur ikke det er så mange som veit om ZWIPE sitt potensielle. Et enormt markedet ute i den store verden. Ikke uten grunn en av Sveriges rikeste og dyktigste investor gikk inn i ZWIPE. Lykke til.

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