@man26uel Und 50% von den 1,5 Millionen haben sie gestern verkauft:
April 22, 2026 - Open market sale of 781,312 Class A Ordinary Shares at a price of $6.5021 per Class A Ordinary Share.
Wenn sie in dem Tempo weitermachen, gehts schnell ;)
@CloneShameless@FabianDring2@nevergr33dy But it also important to note that there is a dynamic service pricing in place which depends on the exchange rates. The same work was significantly cheaper in ARS in 2024 than in 2025, but it is unclear if this fully offsets the ARS devaluation.
@FabianDring2@nevergr33dy Did not find a reason why the Adjusted EBITDA-margin declined slightly but more important will be the outlook for 2026. Unfortunatley I wont be able to list to the call live.
@FabianDring2@nevergr33dy YoY comparison will be bad as you said. But I hope to see some QoQ improvements. Hyperinflation accounting should favor the QoQ comparison with ~400k. Reselling was also weak in Q3. So I expect to see a revenue around 9 million and hope to see a bit more.
I have just published a post on the newsletter website. I would like to point out that I am, as always, merely explaining the reasons behind my own investment decision. This is not investment advice, and everyone should always do their own research.
Radcom $RDCM provides telecommunications network operators with cloud-native software for 5G network intelligence and service assurance.
The company has a great business, but it lacks a shareholder-friendly capital allocation strategy. An activist group wants to change this, and in my view, there is a good chance that they will achieve their goals. Given the moderate valuation, I found the situation very interesting.