Top Tweets for #Obducat

Obducat $OBDU julkaisee Q1 2026-osarin: Liikevaihto: 13,0 MSEK (+94 % vs. 6,7 MSEK Q1/2025). 67 % NIL-liiketoiminnasta. Bruttokate: 69 % (vs. 60 % Q1/2025 ja 49 % koko 2025). Liikevoitto: -6,6 MSEK (parannus 2,8 MSEK vs. -9,4 MSEK). Tilauskanta Q1: 9,5 MSEK (vs. 12,1 MSEK). Kauden lopussa 59,1 MSEK (vs. 97,5 MSEK). Huhtikuussa: 3-vuotinen Foundry-sopimus vähintään 115 MSEK eurooppalaiselle fotoniikka-asiakkaalle (puolustusala). Korvaa aiemman sopimuksen ja tukee Portugalin tehtaan laajennusta. Etuoikeusanti toi 37,2 MSEK. Velkoja lyhennettiin 17 MSEK → korollinen nettovelka nyt 7,6 MSEK. Käteisvarat 6,2 MSEK (vuoden alussa 0,9 MSEK). Tulos/osake: -0,02 SEK (vs. -0,08 SEK). Mielestäni positiivinen, taidan lisätä hieman. Ei sijoitussuositus. #Fibonazzo https://t.co/aBAxVOgYIf

I just initiated a small, long-term position in a new deep-tech case: Obducat ( $OBDU ). 1. The Role in the AI Race (The Equipment Maker) To scale Co-Packaged Optics (CPO) for AI datacenters, the industry needs to manufacture nanoscale optical structures (waveguides, lenses) in massive volumes. Traditional semiconductor lithography is often too expensive or physically limited for these specific 3D photonic patterns. Obducat pioneers NIL (Nanoimprint Lithography). Instead of using light to etch patterns, NIL physically "stamps" nanometer-precision structures directly onto the material. It is high-throughput, cost-effective, and tailor-made for mass-producing photonics. They provide the factory-floor physics. 2. The Catalyst & The Upside (Why Now?) Obducat historically sold these NIL machines (lumpy, unpredictable revenue). But they just announced a massive business model shift: They signed a 3-year Foundry Service Agreement worth a minimum of SEK 115M for Defense Photonics (a near 4x increase from the previous contract). They aren't just selling the machine anymore; they are printing the components for the customer. This transforms them into a recurring-revenue manufacturing bottleneck for the optical supercycle. 3. The Risk (Full Transparency) To be completely clear: I view $OBDU as a significantly higher-risk play than my other deep-tech holdings. It is a micro-cap with a history of extreme volatility and dilution. Consequently, I have started with a very small, exploratory position. The risk is high, but if they successfully transition into a recurring-revenue Photonics Foundry, the upside from these valuation levels is extreme. I am currently mapping their upstream/downstream partners. Does anyone in the deep-tech community track the NIL ecosystem closely? Let's dig in. 🤝 (Disclaimer: I hold a small long position in Obducat. I share my research, not financial advice. Micro-caps carry extreme risk. DYOR and invest in fundamentals.) $OBDU #Photonics #DeepTech #Lithography #MicroCap