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Grodno June '22 revenues
Grodno $GRN.WA June '22 revenues increased 10 % yoy. Demand for photovoltaics and heat pumps remains very high. No supply problems for Grodno.

„We are expanding the warehouse space so that the availability of our entire assortment distinguishes us constantly.“ - Andrzej Jurczak
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$17.7m follower assets
Portfolio end of June '22 (descending order)
stocks:

Epsilon Net Group $EPSIL.AT
Secunet Security Networks $YSN.DE
Evolution $EVVTY
Leatt Corp. $LEAT
Kaspi $KSPI
Grodno SA $GRN.WA
Amazon $AMZN
Meta $META
Media and Games Invest $MDGIF
Alphabet $GOOG
Centrotec SE $CEV.HM
IDT Corp. $IDT
Vow AsA $VOW.OL
Digital Turbine $APPS
Tremor International $TRMR
Passus SA $PAS.WA
Booking Holdings $BKNG
Steico SE $ST5.DE
Kambi $KAMBI
Mynaric $MYNA
Unity Software $U
Tencent Holdings $TCEHY
Alibaba Group $BABA
Nvidia $NVDA
SEA Ltd. $SE
Adobe $ADBE
Monster Beverage $MNST
Spotify $SPOT

New: $CEV.HM. Sold: $INPST

Crypto:

Ethereum $ETH.X
Bitcoin $BTC.X
Litecoin $LTC.X
Yield Guild Games $YGG.X
Enjin $ENJ.X
IOTA $MIOTA.X
Cardano $ADA.X
Bitcoin Cash $BCH.X
Polkadot $DOT.X
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$17.7m follower assets
Grodno FY 21/22 prel. results
Grodno $GRN.WA FY 21/22 (ended March 31) prel. results:
  • Sales +68%
  • EBITDA +158%
  • EBIT +201%
  • Net profit +216%
  • increase in sales in dach area of acitivity
  • high dynamics mainly due to higher sales in the segments of renewable energy sources & gables and wires
  • stock now trades at TTM P/E of 6
  • beneficiary of ongoing subsidies for Heat Pumps and Solar PV
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