What do we do? The launch of the Nimbra Connect iT product is a further step towards a Net Insight that is more commercial and focused. It strengthens the company’s position in IP/Cloud and removes hurdles for customers to move into cloud-based solutions. It also signals that the R&D spending is being used for existing focus, where we see better potential to get returns. As we pointed out in our initiation report from last week, if Net Insight can continue to show the benefits of the more focused strategy, confidence in financial ambitions will increase. We see this as the main catalyst for the shares to move higher in our fair value range of SEK6–9/share.
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