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ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
7h / 34m 7h / 34m 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
XPLRA-NO Xplora Technolo...

Terminating coverage

ABGSC ceases coverage of Xplora due to the end of the contractual period. Our last published estimates are shown in this report.

XPLRA-NO XPLORA TECHNOLOGIES
12/07/23 December 7, 2023 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
XPLRA-NO Xplora Technolo...

Sharp focus on subscriptions yielding results

We lift '24e-'25e EBITA by 9% due to lower opex. Reaching 20% premium penetration could lift EBITA by ~100%. DCF points to a fair value of NOK 16-28/share.

XPLRA-NO XPLORA TECHNOLOGIES
11/06/23 November 6, 2023 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
11/03/23 November 3, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
XPLRA-NO Xplora Technolo...

Proving its resilience

Strong growth in a tough market. We lift '23-'25e EBITA by 10-25%. DCF points to a fair value of NOK 18-26/share

XPLRA-NO XPLORA TECHNOLOGIES
08/21/23 August 21, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
08/17/23 August 17, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
06/08/23 June 8, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
XPLRA-NO Xplora Technolo...

Growing volumes in a tough market

Solid GM and device sales, '23 EBITDA +17%. Focusing on subscriptions, which has ~12x higher LTV/CAC. Fair value range of NOK 6-22/share.

XPLRA-NO XPLORA TECHNOLOGIES
05/15/23 May 15, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
05/12/23 May 12, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
04/18/23 April 18, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
03/17/23 March 17, 2023 1 EN
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