Paul Gundersen

[Paul Gundersen @gundersen_paul]

@LoveUK112334 Hm. Is it not quite clear that it is a capital investment as you write? I guess the risk for me is whether they will actually get a good ROI on this or not, right?

[Paul Gundersen @gundersen_paul]

@LoveUK112334 Intellego got ~56 msek in payments during Q1.

[Paul Gundersen @gundersen_paul]

@LoveUK112334 Anyway, it would for sure be great with more info on end customers and other details, but cashflow Q1 was quite good. Looking promising from my view.

[Paul Gundersen @gundersen_paul]

@LoveUK112334 We do not have any info on Yuvio's customer payment schedule whatsoever, so not sure what you are referring to.. ☺️

[Paul Gundersen @gundersen_paul]

@LoveUK112334 I get your question / concern. To obtain the estimated leasing revenue I guess there could be some additional CAPEX and OPEX required, and also revenue related to other services as listed on their home page:

[Paul Gundersen @gundersen_paul]

@LoveUK112334 For sure they have given generous payment terms. They claim these cases relates to the LOI customers, which is more like 1000xYuvio I assume.

[Paul Gundersen @gundersen_paul]

@LoveUK112334 Regarding pre-payment etc. I have no idea. I guess UV equipment sellers will not give more than 30 days payment period to a small company like Intellego/Yuvio. Then they plan to lease for monthly payments from customers as I understand.

[Paul Gundersen @gundersen_paul]

@LoveUK112334 Just think about it, Intellego have for a few years been involved in the healthcare industry and provided guidance on how to place the dosimeters and how to use the UV equipment to obtain the required disinfection. Why not take a bigger share?

[Paul Gundersen @gundersen_paul]

@CuriosityInves @AanandBajaj1 Agree, single use is a good recurring business for INT, and also quite practical in some aspects for the customers. Maybe a few think there is some fraud, but probably also some healthy caution for such a rapid revenue growth and little info on end users.

[Paul Gundersen @gundersen_paul]

@CuriosityInves @AanandBajaj1 The competitive edge lies exatly in the picture you posted. The marked text refers to competitors, while INT cards do in fact show the accumulated dose. That's the patent / moat.

[Paul Gundersen @gundersen_paul]

@IversAudun Det ble veldig bra! 😀
Ref mål for 24-25 perioden. Måten du stilte spørsmålet hørtes ut som 500 målet er total omsetning for disse to årene, eller er det å n�� en årlig omsetning på 500 i løpet av enten 24 el 25?

[Paul Gundersen @gundersen_paul]

@IversAudun @olof_stranding Her er den. Den gir et dypdykk i det finske datterselskapet Sensapex, som er ett av tre selskap i konsernet. Send meg meld om du vil ha en mer generell intro, fulgt dem en del år nå. https://t.co/ZXhsu3BWpi

[Paul Gundersen @gundersen_paul]

@olof_stranding @IversAudun Anbefaler å ta en titt på Acuvi sin capital market day i morgen, 12 okt!

[Paul Gundersen @gundersen_paul]

@IversAudun Følg også med Form Energy! Tidligere Tesla battery executive, DOE ekspert mfl. som har gått grundig til verks for å finne den mest kostnadseffektive og skalerbare multi day storage løsning.

[Paul Gundersen @gundersen_paul]

@Emc2_10x Tror Redeye er for optimistiske. Acconeer har selv estimert potensialet til ca 30 mUSD for kick-sensor, og Redeye kommer til 9.2 mUSD bare med 25% fra Toyota?

[Paul Gundersen @gundersen_paul]

@ProjectPhysX Nice demo🫣

Did you go for paste again? Or some more durable thermal pads like https://t.co/kvzkclXL5Q from @sht_ab?

[Paul Gundersen @gundersen_paul]

@Linda08Property @mytomanmax Kort sagt har alle parter kommet sammen om et forslag til nytt 60 GHz regelverk i USA. Min eneste bekymring er om FCC synes dette var for komplisert og vanskelig å håndheve. Hvis ikke er nok nytt regelverk snart på plass og Acconeer sine kunder kan kjøre på. 🤞

[Paul Gundersen @gundersen_paul]

@Linda08Property Wow!

[Paul Gundersen @gundersen_paul]

@aktiemaklarN Yes, PoC ble signert 19.10.2022. De forsøker å korte ned standard kvalifiseringstid fra 12-18 mnd til ... høyvolum allerede i Q3? 👍