Sebastian

Aktien und ETF's -
Meine Meinung und mein Depot

[Sebastian @SeB_Inv]

PF 7/25

12% Cash
58% ETF
30% Aktien:
PulluP Entertainment $ALPUL
ClearPoint Neuro $CLPT
cyber_Folks $CBF.WA
Integral Corp. 5842.T

[Le Boursicoteur @Nicoloz__]

Pullup $ALPUL 🇫🇷

Le retour de grâce aux yeux des investisseurs ?

[Sebastian @SeB_Inv]

@Legolascr56 @KarimHoldan but they can retire them at a later time (believe starting end of 2026)
Going for max share rebuy and prepare to reduce the share count as much as possible next decade would be best case.
This, further debt reduction and maybe increase of IP is more important than current price.

[Sebastian @SeB_Inv]

$ALPUL
Guter Umsatz in Q1

[Vincenzo Bolléro @VincenzoBollero]

#PULLUP

Très bons chiffres pour le T1. Le dividende est un vrai signal qui indique une bonne vision du management pour l'année à venir.

Le résultat du S1 devrait être très bon également.

Toujours et encore acheteur à ce cour !

[Sebastian @SeB_Inv]

@KarimHoldan 👍🏻
heavy undervalued imo.

although the dividend is a nice sign of stability, not a fan of it.
Have to pay a lot of taxes on it and should've been used to either lower debt or retire shares.

[gezzogero @gezzogero]

AeroEdge $7409.T write-up is out, link in my profile.

P.S.: I took a closer look at the diversification projects, and I think there is a high probability that one of them is for Pratt & Whitney's engine for the A320neo family.

https://t.co/Z3eiuPHCYG

[Sebastian @SeB_Inv]

Einkauf kleine Position:
🇯🇵 Raksul 4384.T

https://t.co/3F2IR5Trum

[Sebastian @SeB_Inv]

PF 7/25

12% Cash
58% ETF
30% Aktien:
PulluP Entertainment $ALPUL
ClearPoint Neuro $CLPT
cyber_Folks $CBF.WA
Integral Corp. 5842.T

[Sebastian @SeB_Inv]

$CLPT

Awesome company!
Key position of mine after adding to it in the last weeks.

Excited for the future of the company, its positive influence on health and also the stock performance ;)

Thank you for this great thread! 👍🏻

[M. V. Cunha @mvcinvesting]

I recently added a new position to my portfolio.

In my view, this is a potentially asymmetric opportunity with explosive upside over the next 2-5 years.

Here’s a detailed breakdown of my investment thesis for $CLPT: 👇🏻🧵

[The Value Pond @TheValuePond]

Water Intelligence's 2024 Annual Report is out. First impressions: Worried about structural cost eating too much of the pie of new EBIT. I'm not enthusiastic about this neither ⬇️

$WATR

[filiembustero @filiembustero]

https://t.co/GLfciKF8HM
$WATR dissapoints me a bit (again).
At this point my estimations were slightly higher top line growth, and much less capex needs

[InZeGame @fabien_73]

$alpul : Un avant et un après #spacemarine2 !
https://t.co/9tpZvsqjg6

[mike @mike98572986]

New article from Brad Elder from osu, these are some of the main guys working on the big programs for $clpt Clearpoint, this article is basically Clearpoint heaven for people interested in this stuff, even goes over reimbursement pathways and widespread training of neurosurgeons.

https://t.co/qxkoD7cR6a

“Acknowledgments
We express our sincere gratitude to ClearPoint Neuro, Inc., for their invaluable support of the IGNITE I and II Summit Meetings.”

Check out figure 1…

Check out table 1 and 2 of all the trials listed going on, time for some additional research.. some of these will be and are definitely Clearpoint

Here is the money line and why Clearpoint programs have been having so much success

“Real-time MRI of a gadolinium-based agent coinfused during convective perfusion of nervous system structures can be used to accurately confirm cannula placement, ensure adequate target coverage, minimize/eliminate off-target infusion, and anatomically shape distribution ("infuse-as-you-go"),5 as well as predict viral vector distribution and transgene expression.6 Specifically, convective perfusion of nervous system targets with viral vectors carrying putative therapeutic genes has been used for gene therapy for a variety of disorders that are currently incompletely treated or untreatable with currently available medical and/or surgical paradigms, including neurodegenerative disorders, metabolic diseases, tumor, enzymatic deficiencies, and epilepsy.”

“The rapid increase in gene therapy for neurological diseases has been driven by recent data that demonstrate the safety of this paradigm and that 80% (adeno-associated virus [AAV]–based gene therapy trials alone) of nervous system disease trials have met their primary efficacy endpoints.”

Because convective tissue perfusion is driven by bulk flow properties, it permits the interstitial targeted delivery of therapeutic infusate across the blood-brain barrier in a safe, homogeneous, and reliable manner

Dr. Elder reported that ClearPoint Neuro, Inc., sponsored the IGNITE Summit meetings during the conduct of the study. Dr. Larson reported consulting fees from ClearPoint Neuro, AskBio, BrainXell, EpilepsyGTx, Hengrui USA, Passage Bio, Sana Biotechnology, Sunovion, Tune Therapeutics, and NysnoBio GT during the conduct of the study; grants from Aspen Neuroscience, Kenai Therapeutics, and uniQure; membership on the data and safety monitoring board of AviadoBio; and membership on the advisory board of Biogen and VectorY outside the submitted work. Dr. Air reported personal fees from Enspire DBS and Functional Neuromodulation outside the submitted work. Dr. Anderson reported nonfinancial support from uniQure (participated in an industry-sponsored clinical trial); travel and hotel funds from the Huntington’s Study Group during the conduct of the study; royalties from Globus Medical; and compensated consulting from Turing Medical and iota Biosciences outside the submitted work. Dr. van Horne reported personal fees from Boston Scientific for advisory board membership and grants from NIH during the conduct of the study. Dr. Azmi reported a consultant agreement with Insightec as part of the Infocus program. Dr. Lonser reported personal consulting fees from ClearPoint Neuro during the conduct of the study; personal consulting fees from AviadoBio, Medtronic, Merck, and uniQure; and equity from Zheimer Therapeutic and Precision NeuroMed outside the submitted work.

[Sebastian @SeB_Inv]

@AMMOqq yeah, me too 👍🏻

[Sebastian @SeB_Inv]

$CBF.WA
Cyber_Folks, one of my core positions, with a bright future ahead.
Nice 👍🏻

[Piotr Gośliński @GoslinskiPiotr]

cyber_Folks / Vercom / Shoper

Kluczowe fragmenty z niedawnego wywiadu prezesa Jakuba Dwernickiego dla „Strefy Inwestorów”:

Czego akcjonariusze cyber_Folks mogą się spodziewać jeszcze w tym roku, jeśli chodzi o całą grupę?

"Wielu dobrych rzeczy. Przede wszystkim utrzymania dobrych trendów wynikowych, nad czym ciężko pracujemy. Mam nadzieję, że także jakichś transakcji M&A, a być może nowych produktów, które zaprezentujemy klientom i rynkowi".

Proces M&A:

"Pytanie jest raczej, czy szykuje się coś w niedalekiej przyszłości, i tutaj myślę, że możemy powiedzieć, że „coś zakładamy”. Mogę powiedzieć, że pracujemy intensywnie, a w niektórych obszarach mamy nawet zaawansowane prace".

Planowane synergie Vercom & Shoper:

"Widzimy ogromną komplementarność tego rozwiązania (produkt RCS) dla prowadzenia akcji promocyjnych i rozwijania, a nawet wręcz budowania, stron internetowych. Klienci merchantów mogą dokonywać zakupów za pomocą RCS-ów. To jest świetna przyszłość dla e-commerce".

"Dodatkowo, chcemy oferować rozwiązania MailerLite dla Shopera. Te rozwiązanie posiada funkcje, takie jak ratowanie utraconych koszyków, co jest "must-have" dla e-commerce, więc świetnie to koresponduje z potrzebami spółki i klientów".

Shoper:

"Mocno postawiliśmy na poprawę designu, aby Shoper nawiązywał jakością wizualną do światowych konkurentów. Tego brakowało również w warstwie mającej bezpośrednie znaczenie dla merchantów, czyli w wyglądzie sklepów i skórek. W to bardzo mocno zainwestowaliśmy".

"Mamy dobre parametry wzrostu, zaraportowaliśmy dobre wyniki i mam nadzieję, że w przyszłości będą coraz lepsze".

"Zakładamy docelową migrację klientów Stores na Shopera. Shopera jako produkt, który w naszej ocenie jest bardziej zaawansowany i lepszy".

"Apilo to strategicznie bardzo ważne aktywo. To spółka, która świetnie się rozwija, notując wzrosty kilkudziesięcioprocentowe, a czasami przekraczające nawet 100% rok do roku. Zarówno GMV, jak i przychody mocno rosną. Rozbudowujemy zespół Apilo, który liczy już 45 osób, a do końca roku prawdopodobnie będzie liczył 60 osób. Oferta Apilo pojawiła się również na stronie cyber_Folksa, podobnie jak Shopera".

[Sebastian @SeB_Inv]

Nachkauf $ALPUL

Den Rücksetzer genutzt um meine Position weiter auszubauen.

[Sebastian @SeB_Inv]

Ergebnisse PulluP Entertainment $ALPUL

https://t.co/poKcZwRRLV

Super (Rekord) Ergebnis.
Ausblick 26-28 ebenfalls sehr stark.
Aktuelle Bewertung viel zu niedrig mMn.

[Olivier (Emerging Value) @ReturnsJourney]

10 Hidden champions with fast EBITDA growth in the past 7 years and Under 20 times earnings

Many were sourced from here!

1⃣InPost S.A. (E-commerce Logistics, 🇵🇱): EBITDA Growth (CAGR FY) 108.57%, P/E 17.8x

2⃣XPEL, Inc. (Consumer Discretionary, 🇺🇸): EBITDA Growth (CAGR FY) 54.68%, P/E 21.1x - close to 20 - legendary compounder

3⃣Auction Technology Group plc (Consumer Discretionary, 🇬🇧): EBITDA Growth (CAGR FY) 46.23%, P/E 15.9x

4⃣Mader Group Limited (Industrial Maintenance, 🇦🇺): EBITDA Growth (CAGR FY) 44.39%, P/E 19.5x

5⃣Sdiptech AB (Industrials, 🇸🇪): EBITDA Growth (CAGR FY) 36.19%, P/E 18.0x

6⃣The Platform Group AG (E-commerce, 🇩🇪): EBITDA Growth (CAGR FY) 34.25%, P/E 6.3x

7⃣Water Intelligence plc (Industrials, 🇬🇧): EBITDA Growth (CAGR FY) 33.79%, P/E 12.9x

8⃣https://t.co/Hdld5SEewN SA (Work placement, 🇫🇷): EBITDA Growth (CAGR FY) 32.61%, P/E 6.8x

9⃣Hexatronic Group AB (Industrials, 🇸🇪): EBITDA Growth (CAGR FY) 31.65%, P/E 11.2x

🔟SDI Group plc (Scientific instruments, 🇬🇧): EBITDA Growth (CAGR FY) 30.09%, P/E 11.8x

Of course, not all are straight buys! For example, Freelance is cyclical. Which ones do you like most now? Me, SDI, Platform Group, Inpost. I feel that I don't own and know enough of that list.

Why is Water intelligence not loved more? Seems decent to me.

[Sebastian @SeB_Inv]

bought some sharew of $CLPT this week.
Nice r/r longterm.

must read 👍🏻

[M. V. Cunha @mvcinvesting]

I just published my Deep Dive on $CLPT. 👀

Looking forward to hearing your thoughts!

Hope you all have a great weekend.

[Sebastian @SeB_Inv]

@Str8hedgeD @evfcfaddict das man eben nicht in Großstädten unterwegs ist, ist ein Vorteil.
u.a. günstiger einkaufen, weniger Konkurrenz...