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Nyhetsflöde Clavister

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2/16/2024 8:07:57 AM - Clavister: Accelerating growth on the cards - ABG - Sales growth +22%, ARR +14% y-o-y in Q4<br>We raise estimates on the new defence order<br>Good outlook for accelerating growth and improved cash flow
2/15/2024 7:48:33 AM - Clavister: Stronger order intake, growth and profitability - ABG - EBITDA SEK 6m, vs. pre-announced SEK 6m &amp; ABGSCe SEK 6m<br>ARR SEK 120m, +14% y-o-y<br>Significantly strengthened financial position
11/9/2023 9:06:17 AM - Clavister: Order growth and improved profitability - ABG - ARR increased 15% y-o-y to SEK 115m<br>Adj. EBITDA was SEK 8m, below ABGSCe 10m but up 63% y-o-y<br>Conference call at 09:00 CET
8/25/2023 11:32:13 AM - Clavister: Q2 in line, awaiting new BAE orders - ABG - EBITDA SEK 3m (ABGSCe SEK 2m)<br>ARR grew 14% y-o-y supported by solid order intake<br>Slight lift to 2023e EBITDA, '24e-'25e flat
8/11/2023 5:39:40 AM - MSCI genomför förändringar i sina index - flera svenska aktier påverkas - Indexleverantören MSCI har presenterat den senaste avstämningen med förändringar i sina index. Förändringarna får effekt efter stängningen den 31 augusti.
5/19/2023 11:02:06 AM - Clavister: New partnership with General Dynamics - ABG - GDELS to enhance digital architecture with Clavister cybersecurity and AI<br>No information of potenital orders yet<br>Second major global defence contractor to sign with Clavister
5/11/2023 5:30:30 AM - Clavister: Another step in the right direction - ABG - A solid 9% organic growth and lower opex in Q1<br>We raise EBITDA by SEK 2m and SEK 4m on '23e-'24e<br>Share trading at 29x-13x EV/EBITDA on '23e-'25e
3/21/2023 6:35:00 AM - Clavister: Defense customer expects a surge in orders - ABG - Hägglund CEO says effect of war is still ahead of us...<br>...and expects sales to increase by a factor of eight<br>Clavister likely to benefit through new orders
2/20/2023 1:18:10 PM - Clavister: Important profitability milestone reached - ABG - Q4 sales SEK 40m vs. ABGSCe 40m, up 10% y-o-y (6% organic)<br>EBITDA positive in consecutive quarters for first time in 25 years<br>Management confident about short-term liquidity
8/29/2022 7:49:29 AM - Clavister: High activity among defence clients - ABG - Beat on sales but sales mix hurt profitability in Q2
5/13/2022 5:45:04 AM - Clavister: Q1 a tad soft, but outlook remains solid - ABG - Q1 slightly below expectations, sales -8% vs ABGSCe<br> We cut ‘23e and ‘24e EBITDA by 29% and 21%<br> Share trading at 18x and 11x EV/EBITDA on ‘23e and ‘24e
2/18/2022 8:05:24 AM - Clavister: Improved outlook after cost saving programme - ABG - Order intake +39% y-o-y, sales +17%<br> Cost saving programme initiated; aims to cut opex by 20%<br> Trading at 13.5x ‘23e EV/EBITDA, -55% vs. peers
2/3/2022 1:25:18 PM - Clavister: Redeye Ceases Coverage - Redeye - Redeye ceases its coverage of Clavister and will not follow up on the upcoming quarterly report.
11/17/2021 9:15:08 AM - Clavister: Acquired AI Capabilities in Focus - Redeye - Redeye has a positive take on a rather eventful quarter. Some highlights include positive financials, the acquisition of Omen Technologies, additional customer wins, and the transition to a new business model.
11/11/2021 10:18:33 AM - Clavister Q3: Initial Take - Redeye - Redeye has a positive first take on the Q3 report. Sequential sales growth was &gt;10%, and we are particularly pleased to see a positive EBITDA. It has been an eventful quarter at the Clavister HQ, announcing several high-profile customer wins, in addition to an exciting AI security acquisition.
10/28/2021 11:46:08 AM - Clavister: Adding Exciting AI Capabilities and EBITDA Back in Black - Redeye - Redeye finds the Omen Technologies acquisition exciting – positioning Clavister well in an attractive industry. Additionally, we are pleased to see positive sequential sales growth (&gt;10% q-o-q) and EBITDA back in black.
10/14/2021 2:10:14 PM - Clavister: Advancing in the Defense Sector - Redeye - Redeye is encouraged by the engagement with an undisclosed customer – in an agreement potentially worth &gt;10 SEKm annually. As we see it, the engagement attests to the qualities and stickiness of Clavister's products, further strengthening its position in the defense sector.
9/13/2021 9:10:59 AM - ABGSC Investor Day sänder live - Tisdag den 14:e september kl.08:30-17:30 sänder ABGSC live från sin Investor Day där en mängd intressanta bolag presenterar.
9/10/2021 6:32:07 AM - Clavister: Security by Sweden - ABG - Major potential, but it has struggled with execution<br>Media reports about critical infrastructure such as hospitals and businesses being paralysed for days by hackers are becoming increasingly common. The total economic damage from cybercrimes is expected to reach USD 6tn in ’21, or 40x total cybersecurity spending. Clavister is a Swedish cybersecurity firm that helps keep critical government agencies, enterprises and 5G networks safe. Despite its small size, it is well positioned as a leading European vendor to capitalise on a growing market and to fend off large US multinationals in light of mounting geopolitical tensions and EU privacy regulations. We believe that Clavister will outgrow the market, which Gartner expects to expand at 12% p.a. The main growth driver will be the 5G roll-out, where Clavister already works with ~5% of all operators globally. Since its IPO in 2014, it has been struggling with major losses and poor strategic execution. But we see light at the end of the tunnel, due to the growth potential and the company’s relatively fixed cost base.
9/1/2021 1:02:21 PM - Temadag Erik Penser Bank: Fokus 5G - Torsdag den 2:a september kl. 09:00 anordnar Erik Penser Bank en temadag med fokus på 5G. Presentationerna sänds live via länken nedan.
8/31/2021 8:43:07 AM - Clavister: A Period of Transition - Redeye - Redeye has a mixed view of Clavister's 2Q21 – net sales were softer than forecast while subscription sales and order intake surprised positively. We maintain an optimistic operational outlook and expect a robust second half of 2021. We decrease our Base Case slightly but continue to see value (40%+) at current levels.
8/26/2021 7:16:38 AM - Clavister 2Q21: Initial Take - Redeye - Redeye provides a brief comment on Clavister's Q2 report. While we expected higher sales, we are encouraged by the all-time-high order intake and recurring revenues, among other things.
5/20/2021 7:16:59 AM - Clavister: Progress in Core Business Areas - Redeye - Redeye is encouraged to see positive traction in Clavister’s core business areas: 5G, Defense and Public Sector. We maintain our positive outlook despite quarterly financials being somewhat below estimates – and expect significant growth during the second half of 2021. We only make slight estimate changes and reiterate our fair value range and Base Case of SEK 12.
5/14/2021 6:08:16 AM - Clavister Q1: Initial Take – No Surprises - Redeye - Redeye provides a brief comment on Clavister's Q1 report. We expect to return with a research update soon.
9/26/2019 9:19:59 AM - Aktiespararen ger köpråd för BTS, ÅF Pöyry, Axfood, ICA och HMS Networks - Aktiespararen ger köpråd för BTS, ÅF Pöyry, Axfood, ICA och HMS Networks
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