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Sales in Q1 was MSEK 6.1, in line with our estimate of MSEK 6. While peers battle supply chain disruptions and fail their sales target because of it, we note that Motion Display’s strategic purchases of key components has served the company well as it now stands ready to deliver on big orders with an inventory of components amounting to MSEK 7.4. Despite a contraction in order intake to MSEK 1.5 in the quarter, we see good reasons to keep our revenue estimate of MSEK 24 for the full year, as we expect a pickup driven by the high-potential US bar & restaurant market, which continues to support a fair value of SEK 2.8-3.3, in 12-24 months.
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