TREBT

[TREBT @TREBT18]

Mediocre Q3 reporting from $ITECH. Long term I believe in the comp, but decided to sell today. Would normally just hold, but don´t see much short/med term upside, with EU regs potentially huge downside and limited upside. Might take a pos again once EU regs are concluded(if pos)

[TREBT @TREBT18]

Finally! Report season is here! 😃
My portfolio watches:
Plejd AB (Oct 16) – eyeing Euro growth to fuel their story.
I-Tech AB (Oct 17) – need revenue rebound + news on new markets/EU approvals. Portfolio YTD +26%! Sold Xvivo and Unibap; boosted Senzime, Intellego Tech.

[TREBT @TREBT18]

@h79sharesunder What kind of fantasy is this 🤣🤣 I am almost embarrassed on your behalf spreading this bullshit

[TREBT @TREBT18]

From largest to smallest holdings and their Q2 performance
Intellego Technologies 👍👍
Plejd 👍👍
Devyser Diagnostics 👍👍
OssDsign 👍 👍
Senzime 👍👍
Avtech 👍
Gentian Diagnostics 👎
Unibap Space Solutions 👎
Vertiseit 👍
I-Tech 👎🥶👎
Observit 👍
Xvivo Perfusion 👎👎🥶🥶🥶👎👎

[TREBT @TREBT18]

Report season for my portfolio complete today with $INT reporting and up +54,2% YTD. My largest positions with stellar reports, but some cold showers as well for smaller positions :-)
Have sold 20% of $INT today because of too large position(25%), and Xvivo will be sold.

[TREBT @TREBT18]

@SimeonResearch_ As you´re doing a screening of Swedish companies, don´t miss out on checking these ones out: Plejd, Devyser, OssDsign, Senzime, Avtech

[TREBT @TREBT18]

Bruttomarginalen faller fra 57% til 44% med medfølgende fall i EBITDA. Selskapet skylder på produksjonsproblemer 🤨. I Don´t like it! Ellers sterk vekst, gjør ingen endringer i beholdning. NT-proBNP kommer🤑 $GENT #Gentian

[TREBT @TREBT18]

Rapportsesong for portisen starter i morgen med Gentian $GENT, trur vi får gode tall. Portisen fra størst til minst:

[TREBT @TREBT18]

Intellego $INT nå 19% av porteføljen min. Ved 25% skaler jeg ned til 20%. Tipper det vil hende ganske ofte de neste årene. Utfra kursutviklingen kan det se ut som at INT printer penger og ikke UV følsomme klistermerker. Men tør nesten påstå det er det samme som å printe penger.

[TREBT @TREBT18]

@NemCapSE Vi er ikke der helt ennå, men snart vil det ta skikkelig fart I Kina når Likang salget setter igang. Good times ahead, verden skal dekkes med ultrafiolette klistremerker :-)

[TREBT @TREBT18]

@Dividend_Story Palantir