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:

Frequentis $FQT will work together with Verizon to transition the US National Airspace System (NAS) to a modern IP network.

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 😉

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.

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.

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

-

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:

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.

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)



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.