Godkjent dag, ny ATH
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
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.
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.
Dette er en KANON-nyhet av to årsaker:
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minimum TO nye år med drift sikret - dette bør være mer enn nok runway til å få avklart ALLE pågående piloter
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Ingen rabatt er gitt - dette viser forhandlingsposisjonen selskapet er i
Opp 20% så langt i dag på denne nyheten
- EDIT:
Dagens oppdatering fra Redeye:
"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
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 .
Mer fra RedEye i dag
https://www.avanza.se/placera/ovriga-nyheter/2021/09/02/zwipe-zwipe-about-to-enter-pilot-mode.html
Avtale #2
Verdi: $318K
https://live.euronext.com/en/node/6445406
Totalt: 21M NOK
Margin: 10-40%
2M - 8M NOK
Breakeven: 40M NOK
Rykende ferskt intervju med sjefen selv Andre Løvestam:
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
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.