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Nyhetsflöde Speqta

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3/12/2024 9:16:45 AM - Speqta: Direct Share Issue Likely Sufficient to Reach Profitability - Redeye - Redeye takes a positive stance towards Speqta’s direct share issue despite somewhat lowering its Base Case. While coming at a substantial discount of 31%, bringing in SEK55m and a 33.5% dilution, the direct share issue significantly reduces the risk in Speqta – as we believe the funds are enough to turn Speqta profitable.
2/29/2024 7:42:51 AM - Speqta Q4 2023: Softer Q4, Solid Start to Q1 - Redeye - Redeye sees a Q4 report coming in lower than expected on ARR and EBITDA – CAPEX. While y/y ARR growth remained high at 62%, the sequential growth was just 0.7%. However, ARR growth accelerated during the start of Q1. Speqta ended Q4 with a cash position of SEK22m, suggesting additional financing is needed soon.
1/8/2024 9:10:14 AM - Speqta: New CEO and Q4 Preview - Redeye - Redeye takes a positive view on the CEO change in Speqta. We believe appointing the BrightBid CEO and founder Gustav Westman as group CEO makes sense for several reasons.
11/13/2023 6:20:26 AM - Speqta: 2.0 - Redeye - Redeye retains its positive stance on Speqta following the Q3 report, as BrightBid continued its solid growth trend. From now on, Speqta is all about BrightBid – a fast-growing and owner-operated SaaS business targeting a large multinational market.
11/9/2023 7:29:12 AM - Speqta Q3 2023: Strong Growth in BrightBid Continues - Redeye - Redeye sees a Q3 report where BrightBid continues to show a high growth rate. As the report includes much new information about BrightBid’s cost base, it is too early to discuss possible revisions. We will return with revised forecasts and Fair Value Range in our upcoming Update.
8/29/2023 5:36:55 AM - Speqta: Transformation Complete - Redeye - Redeye takes a positive stance towards Speqta and the acquisition of BrightBid. It takes Speqta from a start-up to a sizable, fast-growing SaaS business and completes the company’s transformation. While we will get additional information supporting our forecasts and Base Case in conjunction with the Q3 report, we have raised our Base Case based on our current assumptions.
8/24/2023 6:30:09 AM - Speqta Q2 2023: Strong Momentum in BrightBid – Bidbrain ARR Below Expectations - Redeye - Redeye sees a strong development in BrightBid, where the solid momentum in CARR growth continues. However, Bidbrain had a rather soft quarter, where the net customer intake was lower compared to Q1. Overall, we believe the strong momentum in BrightBid is the most important metric. We will get back with a revised Base Case and forecasts as soon as we better understand the cost structure of BrightBid.
6/12/2023 10:15:55 AM - Speqta: Business Update med vd Fredrik Lindros och BrightBids vd Gustav Westman - Redeye - Speqtas vd, Fredrik Lindros, har tillsammans med BrightBids vd, Gustav Westman, presenterat förvärvet av BrightBid. Se reprisen från 7 juni med länken nedan.
6/8/2023 5:28:37 AM - Speqta: Major Acquisition Taking Speqta to Scale-Up - Redeye - Redeye’s first impression of the acquisition of BrightBid is positive. As access to BrightBid data is currently limited, we cannot make a reliable revaluation of our Fair Value Range at this point. However, given that the company can sustain high growth and reach profitability within a year – in line with its target – we see substantial upside potential.
6/7/2023 6:13:33 AM - Speqta förvärvar AI-baserade Brightbid - finansieras genom apportemission - Mediehuset Speqta har tecknat avtal om att förvärva samtliga aktier i Brightbid, som är verksamt inom AI-baserad sökannonsering. Transaktionen finansieras genom en apportemission, framgår det av ett pressmeddelande.
5/15/2023 8:44:41 AM - Speqta: Momentum in Customer Intake - Redeye - Redeye sees a solid Q1 report from Speqta, where the important net customer intake accelerated and beat our forecasts. The registrations at Bidbrain, likely a leading indicator for customer growth, have continued to increase during April, suggesting continuing momentum in customer intake.
5/15/2023 5:27:30 AM - Speqta: Momentum in Customer Intake - Redeye - Redeye sees a solid Q1 report from Speqta, where the important net customer intake accelerated and beat our forecasts. The registrations at Bidbrain, likely a leading indicator for customer growth, have continued to increase during April, suggesting continuing momentum in customer intake.
5/11/2023 8:33:06 AM - Speqta Q1 2023: Accelerating Customer Intake - Redeye - Redeye sees a strong Q1 report from Speqta with accelerating net customer intake, strengthening our view of Bidbrain.
5/11/2023 6:58:29 AM - Speqta Q1 2023: Accelerating Customer Intake - Redeye - Redeye sees a strong Q1 report from Speqta with accelerating net customer intake, strengthening our view of Bidbrain.
3/17/2023 9:20:28 AM - Speqta: Announces Dividend of SEK6.83 per Share - Redeye - Redeye takes a mixed stance towards Speqta’s proposed dividend of SEK45m. While the dividend makes sense from a valuation standpoint, as highlighted by the c40% share price increase, it increases the risk of Speqta needing financing down the road.
2/20/2023 6:46:04 AM - Speqta: Increasing Cash Position to Finance Growth Initiatives - Redeye - Redeye retains its positive view of Speqta despite slightly lowering its forecast and Base Case. While the net store intake came in somewhat below our expectations, with its strengthened cash position, we believe increased investments in sales will fuel growth in 2023.
11/18/2022 12:30:57 PM - Speqta - Naventus Technology Summit 2022 - On Wednesday November 30 th at 09:05, Speqta’s CEO, Fredrik Lindros will present the<br>company at the Naventus Technology Summit 2022, an event organized by Naventus<br>together with Setterwalls, Deloitte, Nordnet and Nasdaq.<br>Please follow the link for more information about the event and to<br>register:&nbsp;http://events.naventus.com
11/14/2022 6:46:26 AM - Speqta: Accelerating Customer Growth & Likely Earn-out - Redeye - Redeye retains its positive view on Speqta following a solid Q3 report. While the overall Bidbrain metrics were in line with our expectations, Rahalaitos and the likely earn-out of EUR~3m was a positive surprise. We leave our Fair Value Range unchanged.
11/10/2022 7:00:45 AM - Speqta Q3 2022: Positive Surprise in Rahalaitos - Redeye - Redeye retains its positive view of Speqta following a solid Q3 report. While the Bidbrain-related metrics came in largely as expected, the quarter’s highlight was the strong momentum in Rahalaitos, which will strengthen Speqta’s cash position. We will likely leave our forecast largely unchanged.
9/2/2022 6:21:23 AM - Speqta: Revised Cases - Redeye - Redeye revises its Base, Bear, and Bull Cases for Speqta to fit the current operations, basically Bidbrain. We lower our Base and Bear Cases slightly while increasing the Bull Case, which now is the foundation of our forecasts.
8/24/2022 9:09:34 AM - Speqta Q2: Initial Take - Redeye - Redeye sees a report where Bidbrain grows but at a rather slow rate, which was expected given its current phase. We expect a gradual pick-up in growth from Q4 and onwards.
5/19/2022 8:35:48 AM - En aktie har hittills i dag noterat nytt 52-veckorshögsta på Stockholmsbörsen - Hittills i dag har det bjudits på en ny 52-veckorshögsta på Stockholmsbörsens listor, vilket är Speqta.
5/11/2022 9:53:11 AM - Speqta: New Versions and Data - Redeye - Redeye sees a stable Q1 report from Speqta, with the disclosed numbers regarding Bidbrain being the highlight. From now on, investors and we can track the development of Bidbrain, which will be Speta’s core asset following the dividend.
5/5/2022 5:35:51 AM - Speqta Q1’22: Initial Take - Redeye - Redeye sees a Q1 report with the increased transparency regarding Bidbrain as the highlight. Sales and OPEX came in somewhat lower than our forecasts. Except for the Rahalaitos earn-out, which is somewhat behind the plan, we will likely keep our Fair Value range unchanged.
4/14/2022 7:54:40 AM - Speqta: Cash and Bidbrain - Redeye - Redeye retains its positive view of Speqta, following a revised Investment Case due to Speqta’s divestments and its new focus. While in an early phase, we are cautiously optimistic about Bidbrain.
3/22/2022 10:51:51 AM - Speqta: Strategic Review - Redeye - Speqta's CEO Fredrik Lindros and Chairman of the Board Fredrik Burvall hosts a strategic review. Watch the replay from March 18.
3/17/2022 7:03:26 AM - Speqta: Strategic Review Completed - Redeye - Redeye retains its positive view on Speqta following the Strategic Review. We believe the significant cash dividend combined with investments in Bidbrain is a balanced low-risk approach that should satisfy most shareholders.
3/17/2022 6:27:02 AM - Viva Wine Group förvärvar Vinklubben - Vinbolaget Viva Wine Group har ingått avtal om att förvärva samtliga aktier i Mytaste Food &amp; Beverage som äger Vinklubben. Det framgår av ett pressmeddelande.
3/14/2022 8:48:10 AM - Speqta Q4’21 Review: Bidbrain in Focus – Strategic Revision Continues - Redeye - Redeye retains its positive view on Speqta, currently trading below net cash. We leave our Base Case unchanged, awaiting the revised strategy and management’s capital allocation plans.
2/23/2022 8:39:32 AM - Speqta Q4’21: Bidbrain in Focus - Redeye - Redeye believes the strategic decision to focus on Bidbrain is the report's highlight, while the report itself and the numbers are of less importance. Regarding the other businesses, the strategic review continues. While the information about Bidbrain is limited at this point, considering Speqta's net cash position of SEK ~300m, the basis for expanding Bidbrain is solid.
11/26/2021 9:02:22 AM - Speqta: Plenty of Cash – Strategic Revision Ongoing - Redeye - Redeye retains its positive view on Speqta, currently trading below net cash. We leave our Base Case unchanged, awaiting the revised strategy and management’s capital allocation plans.
11/12/2021 8:35:18 AM - Speqta Q3’21 Review: Awaiting the Revised Strategy - Redeye - Redeye leaves its Base Case unchanged for now, awaiting the revised strategy, following a Q3 report largely in line with our expectations. However, considering Speqta’s massive cash position, we raise our Bear Case.
11/11/2021 6:53:20 AM - Speqta Q3’21: Initial Take - Redeye - Redeye will likely leave its organic forecasts essentially unchanged following a Q3 report with sales, gross profit, and adjusted EBITDA largely in line with our forecasts.
11/9/2021 8:35:58 AM - Speqta: Selling Rahalaitos – Net Cash Roughly Equals Market Cap - Redeye - Redeye likes Speqta's divestment of Rahalaitos, resulting in Speqta having a net cash position in line with its current market cap. While a strategic review will take place, we believe Speqta will look for acquisitions complementing its current entities and increase its investments in its SaaS solution Bidbrain. We will get back with an Update following the Q3 report, published on Thursday.
9/1/2021 10:06:10 AM - Speqta: Growth in Sight - Redeye - Speqta’s Q2 results came in a bit lower than Redeye’s estimates, which proved too optimistic given AdTech’s ongoing transformation and the pandemic’s continued impact on the Content &amp; Comparison sites. However, plenty of catalysts in the second half of 2021 could prove beneficial to shareholders.
8/24/2021 10:05:08 AM - Speqta Q2’21: Initial Comment - Redeye - Speqta reported a solid quarter, although somewhat lower than Redeye's estimates. During the quarter, Speqta launched the much anticipated Bidbrain as well, which we see as an exciting growth option to the investment case.
8/24/2021 5:14:58 AM - Speqta minskar omsättning och vinst i andra kvartalet - Mediehuset Speqta minskar såväl omsättningen som vinsten i det andra kvartalet.
5/31/2021 11:13:41 AM - Speqta: Exciting Times Ahead - Redeye - Redeye reiterates its positive view of Speqta, after a quarter with revenues that were in line with our estimates but with considerably stronger margins, primarily in the C&amp;C segment. Although the pandemic is currently causing challenges, we deem these temporary and expect Speqta to be a clear post-Covid-19 winner. Moreover, Bidbrain is set to be launched in Q2, and the combination should put Speqta back on its strong growth path.
5/14/2021 6:05:21 AM - Speqta Q1: Initial Comment - Speqta's Q1'21 did not offer any major surprises, and the revenues were in line with Redeye's estimates. We believe Speqta's H2 could prove to be an exciting period, with a market (hopefully) returning to normal and a successive rollout of the AI-based SaaS service Bidbrain.
12/16/2020 7:50:27 AM - Speqta utökar samarbete med Aller Media och expanderar till vertikal inom ejlämförelse - Mediehuset Speqta har expanderat sin verksamhet till att nu även omfatta eljämförelse genom ett utökat samarbete med partnern Aller Media och norska Dagbladet.no. Det förmedlas via att pressmeddelande.
11/25/2020 9:09:42 AM - Speqta: Strong margins in Q3 - Nordea - Speqta's Q3 net sales were 6% below our estimate, but EBITDA was ~50% above, mainly due to a solid contribution from Rahalaitos and Vinklubben. We expect a slightly longer impact from COVID-19 on Rahalaitos as the new wave hampers demand for consumer loans in the near term. This is temporary, however, and we expect performance to improve. Speqta is launching innovative growth initiatives, such as Bidbrain and Vinklubben SMART, which should help drive organic growth in the coming years. We adjust our DCF- and peer-based fair value to SEK 3.7-8.9 (3.9-9.0). Marketing material commissioned by Speqta.
11/17/2020 6:08:31 AM - Kraftigt lyft för Speqta under tredje kvartalet - Mediehuset Speqta redovisar ökande omsättning under tredje kvartalet jämfört med samma period året innan. Även på resultatraderna var det ett rejält lyft.
11/13/2020 9:42:57 AM - Speqta släpper nya tjänsten Bidbrain som en stängd beta, ska lanseras som SaaS-plattform - Mediehuset Speqta lanserar nu den AI-baserade budgivningstjänsten BidBrain som en stängd beta. Den ska därefter släppas som en SaaS-plattform mot en global marknad. Det framgår av ett pressmeddelande.
11/11/2020 2:10:34 PM - Speqta tecknar samarbetsavtal med finska mediehuset Sanoma - Mediehuset Speqta tecknar samarbetsavtal med det finska mediehuset Sanoma. Avtalet gäller<br>Affilijet som är Speqtas tjänst som hjälper mediahus att skapa värde inom prestationsbaserad marknadsföring. Avtalet innebär att Speqta initialt driver Ilta-Sanomats satsning på rabattkoder. Det framgår av ett pressmeddelande.
10/15/2020 6:48:24 AM - Speqta lanserar sociala medietjänsten Vinklubben Smart - Mediehuset Speqta och Vinklubben lanserar nu sin första sociala medietjänst, Vinklubben Smart. Namnet är en förkortning som står för Social Media Automation in Real Time och är tjänst inom prestationsbaserad marknadsföring som hjälper vinimportörer att rikta marknadsföring för specifika produkter och som justeras i realtid. Det framgår av ett pressmeddelande.
10/6/2020 7:26:38 AM - Speqta utökar avtal med Aller Media, ska ansvara för kreditkortsjämförelsetjänst på dagbladet.no - Mediehuset Speqta uppger att de utökat sitt exklusiva avtal med mediahuset Aller Media och ska nu ansvara för en kreditkortsjämförelsetjänst på dagbladet.no som har 1,5 miljoner dagliga läsare. Det framgår av ett pressmeddelande.
8/31/2020 6:25:07 AM - Speqta: Gradually increasing demand in Q3 - Nordea - Speqta posted adjusted EBITDA of SEK 5.6m for Q2, beating our estimate of SEK 3m, as margins in both Content &amp; Comparison (C&amp;C) and AdTech took a significant step up from the Q1 level and surprised on the upside. In particular, we find AdTech's development encouraging, as we believe the increased e-commerce volumes are here to stay, as consumers' perception of e-commerce has shifted permanently after COVID-19. We believe the worst is now over. We forecast adjusted EBITDA to be up 28% q/q for Q3, as we believe the gradual improvement in the personal finance vertical has continued, although from low levels, and that AdTech will show solid y/y growth, with Speqta signing new clients and growing volumes. We adjust our DCF- and peer-based fair value to SEK 3.9-9.0 (4.0-9.3).
8/25/2020 5:21:20 AM - Försäljningslyft för Speqta i andra kvartalet - Mediehuset Speqta redovisar en högre omsättning och rörelsevinst under det andra kvartalet jämfört med samma period året innan.
8/24/2020 5:45:24 AM - Speqta: emporary headwinds in Q2 improving in H2 - Nordea - We forecast SEK 46m in net sales and EBITDA of SEK 3m for Q2. Speqta has been temporarily affected by COVID-19 lockdowns, mainly in the personal finance vertical. As lockdowns ease, we forecast Q3 revenue growth of 21% q/q (125% y/y). We believe Q2 will mark the company's low point in 2020. We recently hosted the CEO at the Nordea Small Cap Days; he outlined important trends accelerated by COVID-19 that are benefitting Speqta, such as higher e-commerce penetration, and confirmed that Speqta continues to look for M&amp;A opportunities, primarily comparison sites, in current as well as new verticals. We adjust our DCF- and peer-based fair value to SEK 4.0-9.3 (4.2-9.5).
7/10/2020 11:21:16 AM - Speqta rekryterar ny ekonomichef från Enlabs - Speqta rekryterar ny ekonomichef från Enlabs
5/28/2020 10:02:26 AM - Speqta och Aller Media i samarbete - Speqta och Aller Media i samarbete