Leon

Evolution maintains the top US iGaming supplier in March '23 but it’s share fell from 26.6% in February to 24.6%. Followed by IGT with 17.9% (vs. 20.8%) and L&W with 17.2% (vs. 18.7%).

The report tracks 30 online casino sites and >42.000 games which corresponds to ~59% of the market. $EVVTY

$VOW.OL subsidiary C.H. Evensen awarded two contracts valued NOK 15 million.

Vow ASA will deliber a high temperature furnace to Elkem and solutions for heat treatment of aluminium alloy to a norwegian supplier of automotive parts.

Delivery is planned for 2nd half '23 & Q1 '24

For more information about Vow ASA:

*Helmets +60%

*Neck braces -36%

*Body Armor -6%

*Other +28%

Anyone here familiar with $CLFD?

LTM EV/EBIT of 7.7x for a company that forecasts 40% growth in 23 and will further benefit from US infrastr. bill in coming years. Long history of profitable growth. Historically also on a low valuation after 50% price drop.

What am I missing?

Clearvise $ABO.G terminates MoU with Tion Renewables after the surprising announcement of the sale of a majority stake in Tion.

Clearvise still believes that the expansion target to 1 GW by 2025 can be achieved, even without the acquisition of the Tion Portfolio. Clearvise has a pipeline of around 450 MW with a focus on organic growth.

Allterco $A4L starts development of customized shelly chips in partnership with semiconductor manufacturer Espressif Systems.

The customized @shelly_iot chip will feature a larger memory allowing for future enhancements and extensions of functionalities. #Shelly #A4L

Here is my write-up about Allterco for further information:

$YOC acquires 100% of Finnish Nostemedia Oy and expands its presence in the European market.

Nostomedia is a technological service provider in the digital ad market and has access to an extensive inventory of reputable publishers with almost one billion ad impression per month

With NRS & net2phone $IDT has two fast growing subsidiaries with recurring revenues and increasing profitability ✅

Once the market sentiment gets better, these two will be very interesting spin-offs for the shareholders.

Kaspi announced a new share repurchase program of USD 100 million ✅

Leatt Announces Partnership with Orbea Leatt Speed Company Racing Team and Expansion into Marathon Endurance Segment.

The Orbea Leatt Speed Company Racing (SCR) Team, formed with riders Lukas Baum and Georg Egger, is a highly energetic professional MTB team known for their dogged determination and racing bravado. Team members recently won the 2022 Absa Cape Epic, considered to be the most important MTB stage race in the world, and will race in upcoming 2023 events in Leatt gear.

"We are excited to be riding in Leatt gear this season and cannot wait to reveal our new kit," said Mr. Egger. "We love the gravity range that Leatt makes, and we believe their endurance gear is going to be just as successful. We are proud to have been part of the development process of all the products."

Mr. Baum added, "SCR will be working closely with the Leatt development team to create more products going forward. It is an honor for us to come back to defend the title with Leatt on our chest."

Here is my $LEAT write-up for more information: