@IJW121 $GRVY I think we (as shareholders) have to repeat reminding IR on their statement and follow up. So please send your emails ladies and gentleman....:-)
$now.v reports operating cash flow (ocf) of 1.6 million usd (2 mio cad) in Q1 of ´26 following positive ocf of 3 mio usd (3.9 mio cad) in Q4 of ´25 - annualized 8 million usd (10.5 mio cad) in ocf. with an enterprise value of 30 mio cad they are valued at 3 x ocf - as ai play...
$GRVY with earnings this coming Friday (May 8th). Figures should be growing based on Appinvestors nice tracking tools. Hopefully will lay the base for a new uptrend... Maybe they already give indication of the new capital policy...?!
@finance_schmidt $now.v. mediocre financials but extremely cheap as well. mgmt kept their word in terms of cash flow forecasting.... would´nt be surprised to see insider activity at the current level.....
@GfI_Himmelreich signed without any minor constraint. I totally think and feel the same.
We need to meet and exchange ahead of one of Borussias next games....
@ClarkSquareCap To trigger a change in sentiment they have to either report growth in financials (revenue and profit) or implement a definitive cap allocation plan….. Q1 financials in May might have an impact but must be confirmed in Q2 of course. Shift in language isn‘t sufficient…..
@TurboToni4@nevergr33dy $now.v topline much better than expected. Bodes well for 2026. Without fx accounting revenue would have been as high as 2024....
Costs higher than anticipated by myself but at least non recurring (severance) or non-cash (share based compensation): it is all about the 26 outlook
@TurboToni4@nevergr33dy $now.v very cheap at 18 million $ market cap with ~ 36 million revenue and 20 % ebitda margin. lots of sceptics as they still have to overcome the ridiculous guidance (50 million $ revenue is near) from CEO Mendiratta (last year) - underpromise and overdeliver hopefully from now
@TurboToni4@nevergr33dy $now.v yep, right now they have to show that the business is finally profitable (q1 26) and can grow again following the restructuring (q2 26) vs the weak q2 25.
@jhnnminow $GRVY I believe is below net cash. was 63 $ per share at the end of 2025 - but Q1 earnings of 2026 should have added another 2 $ to the bottom line - so 65 $ net cash is more realistic now....
$GRVY - the AGM of Gungho took place. All of Stratcaps applications were rejected while the reforms initiated by mgmt were approved: https://t.co/TYbzc86mey