View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
Free Trial
GOMX GS SWEDEN AB

Gomspace Group AB: 1 director

A director at Gomspace Group AB bought 323,421 shares at 1.881SEK and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...

12/13/23 December 13, 2023 1 EN
Benjamin Silverstone
  • Benjamin Silverstone
GOMX GS SWEDEN AB

GomSpace - Not like in 2018 – but it is a major headwind

Guidance downgraded as large customer refuses to pay Focus on cash and liquidity intensified Scenario-based fair value range down to SEK 6-40 (7-45)

10/09/22 October 9, 2022 1 EN
Benjamin Silverstone
  • Benjamin Silverstone
GOMX GS SWEDEN AB

GomSpace - Unseenlabs order of 6 satelites is going ahead

Contract worth SEK 43m (~11% of FY’23 ABGSCe rev) Expected to be margin accretive on group level These contract types are good for business.

09/14/22 September 14, 2022 1 EN
Benjamin Silverstone
  • Benjamin Silverstone
GOMX GS SWEDEN AB

GomSpace - Focus on profitabilty is becoming clearer

Soft Q2, while orderbook profitability is increasing FY’22 guidance reiterated, expecting a stronger H2 Scenario based fair value range reiterated at SEK 7-45

07/25/22 July 25, 2022 1 EN
Benjamin Silverstone
  • Benjamin Silverstone
GOMX GS SWEDEN AB

GomSpace - FY’22 guidance reiterated

Q2’22 somewhat below expectations H2’22 financials expected to improve Overall, a neutral to slightly positive Q2 report

07/25/22 July 25, 2022 1 EN
Benjamin Silverstone
  • Benjamin Silverstone
GOMX GS SWEDEN AB

GomSpace - Q2 expected to be a weak quarter

Increased costs likely to squeeze Q2 margins Guidance likely to be reiterated given strong Q1 buffer We keep our scenario-based FV range of SEK 7-45

07/20/22 July 20, 2022 1 EN
Benjamin Silverstone
  • Benjamin Silverstone
GOMX GS SWEDEN AB

GomSpace - Strong start to FY’22

Q1 revenues beat cons. by 54%, reaching SEK 78m FY’22 guidance reiterated, despite strong start to the year Scenario-based fair value range reiterated at SEK 7-45

05/02/22 May 2, 2022 1 EN
Benjamin Silverstone
  • Benjamin Silverstone
GOMX GS SWEDEN AB

GomSpace - FY’22 guidance reiterated, despit strong Q1

Strong Q1’22 beat – revenues 54% higher than cons. New orders in Q1, driven by higher-margin segments We expect a positive share reaction today

05/02/22 May 2, 2022 1 EN
Benjamin Silverstone
  • Benjamin Silverstone
GOMX GS SWEDEN AB

GomSpace - Expect the FY’22 guidance to be reiterated

We anticipate Q1’22 to be a solid start to FY’22 Current uncertainties mostly related to lack of engineers Reiterated fair value range of SEK 7-45

04/24/22 April 24, 2022 1 EN
Benjamin Silverstone
  • Benjamin Silverstone
GOMX GS SWEDEN AB

GomSpace - Feedback from ”Space in DK” event

Informative event, focused on the space industry in DK… … and the future opportunities and challenges… … that lies within the transition into the “new space” era.

03/23/22 March 23, 2022 1 EN
Christer Linde
  • Christer Linde
PREMIUM
OSSR OSSUR HF.
GOMX GS SWEDEN AB ... (+25)

Strategy Fast Comment - Summary of ABGSC Investor Days, 8-9 March

38 companies presented at the seminar Mostly Swedish small caps attending See links to all company recordings

OSSR OSSUR HF.
GOMX GS SWEDEN AB
BRG B BERGS TIMBER
RROS ROTTNEROS AB
PREC PRECISE BIOMETRICS AB A
INXL AVENSIA INNOVATION AB
FPIP FORMPIPE SOFTWARE AB
AWP ARISE AB
MAHA A MAHA ENERGY
STEF B STENDOERREN FASTIGHETER AB CLASS B
VEFL SDB VOSTOK EMERGING FINANCE LTD
TRIAN B FASTIGHETS AB TRIANON CLASS B
MTHH MT HOJGAARD HOLDING
ULTI ULTIMOVACS
BOUL BOULE DIAGNOSTICS AB
IVACC INTERVACC AB
FAST A FASTPARTNER AB
ADDT B ADDTECH AB CLASS B
THUNDR THUNDERFUL GROUP
SEAF SEAFIRE
NWG NORDIC WATERPROOFING HOLDING AB
ORN ORN SOFTWARE
IRLAB A IRLAB THERAPEUTICS
PTRK PHYSITRACK
SECARE SWEDENCARE AB
03/21/22 March 21, 2022 1 EN
Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Laurits Kjærgaard
GOMX GS SWEDEN AB

GomSpace - Direct share issue of SEK 103m(~20% of Mcap)

~20% new share to be issued, at close to market price.. .. all allocated one new sophisticated cornerstone investor Should be seen as a positive “stamp of approval”

03/20/22 March 20, 2022 1 EN
Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Laurits Kjærgaard
GOMX GS SWEDEN AB

GomSpace - Feedback from ABGSC Investor Day

On track for FY’22 targets Expects TAM to increase by 100% FY’22-’24 Attractive 5y EBIT margin horizon

03/09/22 March 9, 2022 1 EN
Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Laurits Kjærgaard
GOMX GS SWEDEN AB

GomSpace - Five-year strategy to be announced in H2’22

Solid Q4, with strong order intake Low margin orders postponing margin acceleration ~1y Fair value range slightly down to DKK 7-45 (8-47)

02/01/22 February 1, 2022 1 EN
Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Laurits Kjærgaard
GOMX GS SWEDEN AB

GomSpace - FY’21 Orders recieved up 104% y-o-y

Q4 gross margin improvements, driven by product sales FY’22 guidance sees addition of EBIT margin guidance ABGSC hosted earnings call to be held at 13:30 CET

02/01/22 February 1, 2022 1 EN
Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Laurits Kjærgaard
GOMX GS SWEDEN AB

GomSpace - Short-term headwinds likely to steal the focus

Q4 likely to see continued supply chain headwinds Short-term hurdles include sourcing and cash burn Long-term potential remains intact

01/25/22 January 25, 2022 1 EN
Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Laurits Kjærgaard
GOMX GS SWEDEN AB

GomSpace - Small satellite revolution entring new phase

Key take away’s from world satellite business week Small satellites increasingly in focus Positive read across to long-term small sat. market

12/16/21 December 16, 2021 1 EN
Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Laurits Kjærgaard
GOMX GS SWEDEN AB

GomSpace - Margin acceleration likely postponed ~1FY

Unimpressive Q3’21, heavy on low-margin projects Supply constraints likely to delay margin acceleration Fair value range lowered to SEK 8-47 (9-50)

10/25/21 October 25, 2021 9 EN
Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Laurits Kjærgaard
GOMX GS SWEDEN AB

GomSpace - Backlog flat q-o-q, stands at SEK 331m

Q3 negatively impacted by supply chain issues FY’21 guidance reiterated, after last week’s downgrade Strong backlog potential for Q4’21 could steal focus

10/25/21 October 25, 2021 4 EN
Benjamin Silverstone ... (+2)
  • Benjamin Silverstone
  • Laurits Kjærgaard
GOMX GS SWEDEN AB

GomSpace - FY’21 guidance downgrade pre Q3’21

We expect a flat Q3’21 in a back end-loaded FY’21 Despite a strong backlog order, the lack of components… … is likely to increase costs and lead to postponed sales

10/19/21 October 19, 2021 9 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch