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SENASTE
Our site visit to KebNi's new production facility in Karlskoga not only showed production up and running, but also how it can scale up with increased volumes. We now look forward to the numbers from the first Saab shipments in Q3 (on Oct 27, 2023), hopefully providing an indication of the pace of the ramp-up in Q4’23 and the cost outlook going forward. After the second volume order from Saab and the strengthened cash position following the recent capital raise, we see strong support for a steep ramp-up in sales in 2024-2026, which provide support for our fair value of SEK 1.7-2.7 per share. In addition, the JV scaffolding venture, offering a smart alarm system to prevent scaffolding collapses and construction halts, is now taking shape, with the first pilots in H2’23 and potential initiation of commercialization in 2024.
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