We expect to hear more about the long-term strategy at Q2 While we expect a weak Q2, we note that quarters are very volatile within this industry. As such, we place more focus on the broader outlook, with the Q2 report likely to highlight more details of the new long-term strategy GomSpace is initiating. Overall, we change our estimates slightly on a volume basis, to reflect the weaker Q2 and some cost pressure (wages) spilling into FY’23. Ultimately, however, we reiterate our scenario-based fair value range of SEK 7-45.
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