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Small Cap, Quality & Growth investing (GARP)

Searching for under-the-radar-stocks
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$TRMR Q1 results
▫️Contribution ex-TAC +13%
▫️adj. EBITDA +22%
▫️adj. EBITDA-Margin of 42% on rev. & 47% on contribution ex-TAC
▫️CTV +21%
▫️Q2 Guidance:
*Contr. ex-TAC of $75-80m
*Adj. EBITDA of $40m
*Adj. EBITDA-Margin of ~50% on contr. ex-TAC

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$VOW.OL has entered into an agreement with an undisclosed North American renewable energy company to deliver a complete biocarbon production system within the US valued at USD 27m - the largest single landbased contract in Vow‘s history.
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$EPSIL achieved 75 % revenue growth
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$VOW.OL Q1 results
▫️Revenue +97%
*Cruise +25%
*Aftersales +180%
*Landbased +350%
▫️EBITDA +131%
*Margin of 12.9% (vs. 11%)
▫️Order Backlog +32%
▫️Cruise industry is returning to normal
▫️Pyrolysis emerging as preferred solution for renewable gas

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$KAMBI new contract
Kambi Group plc, the world’s trusted sports betting supplier, has entered into an agreement with Mohegan Gaming & Entertainment (MGE) to provide its market-leading online mobile sportsbook to the operator’s Fallsview Casino brand in Ontario, Canada.

The multi-year deal will see MGE leverage Kambi’s award-winning technology and mobile sports betting offering, which includes its unparalleled ice hockey product and expansive Bet Builder capability, for its PlayFallsview online mobile sportsbook brand.

Operated by MGE, Fallsview Casino is the largest gaming resort facility in Canada, and one of the most recognisable gaming brands in the country, with its online brand to launch following the opening of the newly regulated Ontario market last month.

The long-term agreement further strengthens Kambi’s presence across North America where it is currently live in 17 US states and recently launched in Ontario on the first day that the regulated market went live.
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2nd Epsilon Support Center $EPSIL
EPSILON NET Group proceeded to the establishment of the 2nd "Software and Network Support Center" based in Athens, after the significant success of the 1st Epsilon Support Center in Thessaloniki. In the new Support Center, EPSILON NET participates with a percentage of 60% and with a percentage of 40% participates Mr. Kosmas Nafpliotis, an entrepreneur with excellent knowledge of the business software industry and significant activity in the field of Information Technology for more than twenty years.

The establishment of the 2nd Support Center coincides with the launch of the project to inform the Group's customers about the utilization of the support framework that will be offered by the action "Digital Business Transformation" of the RECOVERY FUND and more specifically the program "Digital Tools for SMEs" with a total aid budget of € 180,000,000 that is expected to start in June. The 70% aid will be provided through a VOUCHER (intangible cheque in the form of an eight-digit code), which will be issued for the benefit of the beneficiary company and will be used exclusively for the purchase of digital tools and software applications.
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$VOW.OL new contract
Vow ASA (“Vow”) subsidiary C.H. Evensen Industriovner (“C.H. Evensen”) has secured a contract to deliver a preheating furnace to an undisclosed aluminium producer. The contract is valued at almost EUR 1.3 million.
C.H. Evensen develops, designs, and produces industrial furnaces and equipment for a variety of heat treatment processes and applications. For one of the world’s leading aluminium producers, the company will deliver an electric furnace for preheating of aluminium ingots. Delivery is scheduled for Q1 2023.
“We are thrilled to supply one of the world’s leading aluminium producers with a state-of-the-art furnace. As C.H. Evensen’s technology is energy efficient, our solution is attractive from an environmental point of view. This contract demonstrates our attractiveness within industrial heat treatment,” said Henrik Wulff, managing director of C.H. Evensen.
“This is the second contract of significant size announced in just a couple of weeks, underlining the strong position C.H. Evensen has within industrial processes that demand very high temperatures. Increasing our customer base, this contract demonstrates the strong position the company has among large industrial players in power-intensive industries, who all are looking to lower their emissions,” said Henrik Badin, CEO of Vow ASA.
In addition to heat treatment furnaces and ovens, C.H. Evensen’s product range for industries to lower emissions and improve operational efficiencies comprises hot-dip galvanising solutions and pyrolysis. Lately, the company has also developed solutions within a growing market for battery production and recycling.
C.H. Evensen is contributing significantly to Vow’s ‘green technology offering’, which is expected to expand significantly in the coming years, as players across a wide range of industry verticals continue to reduce their dependence of fossil fuels and fossil carbon.
The Norwegian heat! Thanks for sharing this insight. Are you going to be buying a holding in Vow? What are the odds of these contracts continuing for them?
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Steico $ST5.DE Q1 results:
▫️Revenue +27.9 %
▫️EBITDA +23.9 %
*Margin of 20.3% (vs. 21.6)
▫️EBIT +24.6%
*Margin of 14.9% (vs. 15.7)
▫️Profit +34.6%
▫️Strongly expanding production cap. to satisfy the high demand
▫️Russias gas stop to Poland has no impact
▫️guidance confirmed

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▫️Revenue +38.6%
*Live +44%
*RNG +1.8%
▫️EBITDA +43.4%
▫️EBITDA-Margin of 70.3% (vs. 67.9)
▫️EPS +48.9%
▫️share of regulated markets 40%
▫️Launch of Lightning Roulette in New Jersey
▫️the war has limited direct financial impact on the business

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$SPOT Q1 results
▫️MAU +19%
▫️Premium subscr. +15%
▫️Ad-Supported MAU +21%
▫️Revenue +24%
*Premium +23%
*Ad-Supported +31%
▫️Gross Profit +22%
▫️Gross-Margin of 25.2% (vs. 25.5)
▫️FCF of €22mm vs. €41m
▫️Outlook: €2.8bn Revenue, 428m MAU‘s, Premium subscr. 187m
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