Addnode will release its Q3 2023 report on 27 October at 08:30 CEST and host a conference call at 09:30. Following the soft Q2 2023, due to weak performance in the Autodesk-related business towards customers within Architecture, Engineering and Construction (AEC), the share price took a significant hit, declining by ~45% since then. While we probably will see a few soft quarters regarding AEC, we rarely see high-quality companies, which we believe Addnode is (Rating: People 4, Business 4, Financials 4), trading below our Bear Case.
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