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@mavix
Leon
$12.8M follower assets
Small Cap, Quality & Growth investing (GARP) Searching for under-the-radar-stocks
134 following1,352 followers
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$12.8MFollowers
Some great new features by @thetikr reagarding secondary data and the earnings review.

If you want to take a look at them, feel free to use my promo link:

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$12.8MFollowers
Frequentis $FQT will work together with Verizon to transition the US National Airspace System (NAS) to a modern IP network.
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$12.8MFollowers
Big thanks for 2.000 subscribers for Under-Followed-Stocks!

I am very grateful that I was able to achieve this with only 10 write-ups 😅. I really hope and plan to do more write-ups in the future for you, but in the past months I was a bit more busy than usually 😉

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underfollowedstocks.substack.com
Under-Followed-Stocks | mavix | Substack
Underfollowed & undiscovered investment ideas. Click to read Under-Followed-Stocks, by mavix, a Substack publication with thousands of subscribers.

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$12.8MFollowers
Shelly Group $SLYG confirms forecast for '23 (Rev. +51% & EBIT +63.5%) after successful Black Friday where sales increased 115% yoy.
The number of devices sold have more than doubled to well over 1.1 million. Especially devices regarding energy consumption developed positively.
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$12.8MFollowers
Epsilon Net $EPSIL announces Epsilon Smart Cyprus to enter the cypriot market with more specific requirements of Cypriot entrepreneurship.
The Epsilon Smart series has already exceeded 100.000 subscriptions.
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$12.8MFollowers
Portfolio end of November '23:
(descending order)

Epsilon Net $EPSIL
Shelly Group $SLYG
Evolution $EVO
Centrotec $CEV.HM
Lindbergh $LDB.MI
Kaspi $KSPI
Gaming Innovation Group $GIG
Leatt $LEAT
Transense Technologies $TRT.L
Secunet Security $YSN.DE
Amazon $AMZN
IDT $IDT
Neurosoft $NRST.MI
B3 Consulting Group $B3.ST
YOC $YOC
Frequentis $FQT
Scandinavian Medical Solutions $SMSMED

New
$SMSMED

Sold
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Leon's avatar
$12.8MFollowers
Underwhelming trading update today before the AGM by Transense Technologies $TRT.L:

▫️Revenue +13% in the first 4 months of the current FY which is below Managements expectations

▫️iTrack royalty continues to rise, but more slowly than historic run rate

▫️Translogik & SAW revenues with no growth compared to prior period. Return to growth expected for 2nd half of the FY

▫️short-term orderbook indicate an upturn, therefore mgmt expects to meet expectations for the FY

▫️Profit before taxi increased threefold

▫️net cash of £1.72m

▫️no decision regarding the MoU with Parker Meggitt this year (previously they announced a decision until 31 Dec) due to organisational changes at Meggitt after the acquisition by Parker after the announcement of the MoU

▫️active recruiting to accelerate pipeline conversion

▫️new patents for SAWsense IP base

▫️company continues to buy back own shares

For more information about Transense:

underfollowedstocks.substack.com
#7 Transense Technologies
From notorious losses to high profitability

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$12.8MFollowers
Frequentis $FQT has realized an innovative drone project in cooperation with Austro Control and ÖBB.

From now on drone garages will be distributed along the ÖBB’s rail network to provide valuable support in case of rockfall and storm damage on a railway.

Depending on the case, the use of drones will result in a huge amount of time saved, therefore minimising line closures.
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$12.8MFollowers
Epsilon Net $EPSIL Q3 '23 results:

▫️Revenue +30%
*72% of these 30% growth are organic
▫️Adj. EBITDA +30%
▫️EBT +63% (incl. ~EUR 2m financial income for the sale of the stake in SingularLogic)
▫️Adj. EBT +44%
▫️Net Cash of EUR 5.3m (despite significant acquisitions)


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$12.8MFollowers
B3 Consulting Group $B3.ST is once again named one of Sweden‘s Career Companies because they offer not only a workplace, but a platform for personal and professional growth with a dedicated focus on the development of it’s employees.
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