Hexatronic Group AB - Johtoja maailmalle

Osakkeet
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Uudesta ostoksesta tiedote

Spämmin liikaa niin joutuu editoimaan tähän suoraan.

"https://ml-eu.globenewswire.com/Resource/Download/61d01168-f5bd-47c5-ae60-35b13fd379fb

“The sales are made, among other things, to cover tax obligations from the just-ended long-term
incentive plan (LTIP 2019).
Henrik Larsson Lyon, Håkan Bäckström, and Magnus Angermund have no plans to sell additional
shares and intend to remain as long-term owners of Hexatronic. Martin Åberg may sell up to 60,000
additional shares, after which there are no plans to sell more.”

Kurssi tästä n. -10%

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https://www.rakennuslehti.fi/2022/12/infra-ala-saa-vauhtia-valokuitubuumista-pelastus-joiden-avulla-paasee-vaikeiden-aikojen-yli/

Yllä hieman taustaa tämän päivän tiedotteeseen:
https://ml-eu.globenewswire.com/Resource/Download/bca74c35-0346-47b8-bf5e-fbceb953149f

“Hexatronic signs agreement with Eltel in Finland to a value of 20 MEUR
Hexatronic Cables & Interconnect Systems AB, a wholly owned subsidiary of Hexatronic Group AB
(publ.) has today signed a 3-year strategic supply agreement with Eltel for the Finnish market, to a
value of approximately 20 MEUR. The agreement covers the supply of Hexatronic’s air-blown fiberto-the-home (FTTH) solutions and field support services. Eltel will design and build FTTH networks
for one of the leading operators in Finland.”

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Jälleen uutta diiliä jenkkeihin!

https://www.globenewswire.com/NewsRoom/ReleaseNg/401448298

“Hexatronic US Inc, a wholly owned subsidiary of Hexatronic Group AB (publ), has signed a 4-year Strategic Partner agreement with Grizzly Broadband in Montana, USA, to a value of over 15 MUSD. The agreement covers the full Hexatronic fiber to the home (FTTH) system solution, site support and training. Grizzly Broadband will design, build and operate fiber-to-the-end user services throughout the state of Montana.”

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Näitä on tullut itse kuunneltua, ihan mielenkiintoisia ovat!

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"The board has reviewed Hexatronic Group AB (publ) financial targets in connection with the year-end 2022 financial statements.

Given Hexatronic’s strong development, market position and future opportunities, the Board of Directors has decided to adjust Hexatronic’s profitability target to 15-17 percent EBITA-margin (earnings before amortisation of intangible assets) over a business cycle. The previously set profitability target was at least 12 percent EBITA-margin over a business cycle.

Hexatronic’s growth target of at least 20% over a business cycle remains the same."

Hieman ihmetytti tämä tiedottamisen ajankohta kun laitetaan ulos tänään päivän sulkeuduttua ja huomenna aamulla kuitenkin vuoden tulos paketissa.

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Muutama nosto raportista. Tulospuhelu on edelleen kuuntelematta, eiköhän senkin jossain vaiheessa ehdi viikonloppuna kuuntelemaan viimeistään!

Pohjois-Amerikan kasvu jatkuu vahvana.

“Sales in our largest market, North America, continued to develop very strongly in the fourth quarter, with a growth of 100% compared to the same quarter last year”

Toivottavasti tämä pysyy aikataulussa.

" We expect full-scale production to be achieved by the end of the second quarter of 2023."

Eurooppa, ilman Ruotsia kasvaa myös erittäin mukavasti, kiitos UK:n ja Saksan.

" Sales in the region increased by 56% compared to the corresponding quarter last year. "

Odotan mielenkiinnolla, mitä KNET tuo tullessaan, erityisesti Aasian osalta.

“With the acquisition of the micro duct manufacturer KNET in South Korea, we enhance our position in our strategic growth markets in the US and Europe, as well as opening up new selected markets in Asia.”

Kone ei näytä olevan hiipumassa

“Order intake has continued to develop strongly. At the end of the year, we have an order book that is organically 67 percent higher than the corresponding time last year”

Mikäli mennään taantumaan, on hyvä pitää riskit mielessä.

“We assess that it will not negatively affect the rollout pace on the market as the limited factor is still expected to be trained installers. In the event of a potential recession, we expect to see some negative impact.”

Graafit on aina kivoja niin laitetaan tämä loppuun!
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Handelsbanken liputtaa Hexassa.

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" Today, the Commission has presented a set of actions aimed to make Gigabit connectivity available to all citizens and businesses across the EU by 2030, in line with the objectives of Europe’s Digital Decade, and to enable the transformation of the connectivity sector in the EU.

Today’s initiatives on Connectivity consist of:

  • First, the Commission has adopted a proposal for a ‘Gigabit Infrastructure Act’, a regulation that will put forward new rules to enable faster, cheaper and more effective rollout of Gigabit networks across the EU.
  • Second, it has published a draft Gigabit Recommendation, which seeks to provide guidance to National Regulatory Authorities on the conditions of access to telecom networks of operators with significant market power, in order to incentivise faster switch-off of legacy technologies and accelerated Gigabit networks deployment.
  • Third, the Commission has launched an exploratory consultation on the future of the connectivity sector and its infrastructure, to gather views on how increasing demands for connectivity and technological advances may affect the future developments and needs."
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https://ml-eu.globenewswire.com/Resource/Download/ae4b52c6-e534-480d-b62d-39efe48540ce

Tämä saatiin maaliin viime viikolla " Hexatronic completes acquisition of Rochester Cable"

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https://ml-eu.globenewswire.com/Resource/Download/053dc492-9cea-4362-8bbc-2a2cc5743585

“Hexatronic Group AB (publ.) (“Hexatronic”) has, through its wholly-owned subsidiary Blue Diamond
Industries, decided to establish a new production facility in Ogden, Utah, in the western part of the
US for HDPE conduit used for telecom and power cables. The investment of around 30 MUSD
relates to production equipment and infrastructure for establishing the production plant. Production
start is expected in the second quarter of 2024.”

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SEB:n kommenttia

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Edit: RedEye lisännyt painoa mallisalkussaan

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Mukavan kokoinen tilaus!

Hexatronic signs agreement with** **new network operator in the US to a value of 20MUSD

Hexatronic US Inc, a wholly owned subsidiary of Hexatronic Group AB (publ), has signed a one-year, with extension possibilities, Strategic Partner agreement with a newly established, fully funded, network operator in the USA, to a value of approximately 20 MUSD. The agreement covers the complete end-to-end Hexatronic fiber to the home (FTTH) passive system solution. This agreement follows a thorough evaluation process by the network operator and also includes site support and training for their design engineering firms, and installers. Hexatronic expects the first deliveries of materials in August of this year.

Lisäksi tuo paksunnettu kuulosti hyvältä.

E: Tämä myös. Hexatronic minskar personalstyrkan – Hudiksvalls Tidning

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Löytyi syy miksi kurssi lasketellut viime viikot.
Ongelmia UK:ssa ja USA:ssa, rahoitus kalistunut ja joillan kuituoperaattoreilla on vaikeuksia saada asiakkaat liittymään kuituverkkoon.

Ruotsin kielellä lisää tietoa

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Toimitusjohtajan kommenteista nämä lainaukset

"We have recently noted a shift in demand, where
several of our customers at the beginning of the
year have prioritized connecting customers to
their networks over the general fiber rollout. This
has resulted in an increase in demand for blown
fiber and nanocables, while demand for micro
cables has decreased. Because of this shift in
demand, it was decided at the beginning of April to
reduce staffing in micro cable production in
Hudiksvall by 27 temporary employees. After the
transition, we still have more employees in
Hudiksvall than we did on average in 2022. In the
total group, we have close to 2,000 employees
compared to just over 1,300 employees a year ago.

“We believe that the market for fiber expansion is to
some extent affected by increased inflation and
rising financing costs for those who invest in fiber
networks. However, our assessment is that it has a
minor negative effect on our customers, and we
see a continued positive development during the
year, with both existing and new customers
choosing Hexatronic as their partner.”

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" During Friday, small savers’ favorite Hexatronic continues to trade down on the stock exchange. The loss is linked to sharply reduced revenue forecasts from American industry colleague Clearfield.

“We don’t share the problems they have,” says Hexatronics CEO Henrik Larsson Lyon to Di."

“…“We forget history and look forward. You can buy it at p/e 13-14. A company that will perhaps grow somewhere between 15-20 percent in turnover and hopefully the same amount in profit. I find it attractive,” he says.”

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Ja Hexatronic Viceroyn tähtäimeen: https://twitter.com/AIMhonesty/status/1658754761909235713?s=20

"News! Hexatronic investors should be offended. HTRO has been buying overvalued pieces of shit for a while. They wish to support it because it’s all about the HTRO share price. They appear to think it’s immune to the same issues as its competitors.

$HTRO have major problems & investors should ask what they have acquired & ask how management determined the value. In my opinion, this company needs to reconsider its acquisition strategy & stop pretending. When will it generate real cash? Never?

We’re short $HTRO & consider it uninvestable; the buyback is a distraction. There are better companies out there. The investment case is based on some poorly written thesis that doesn’t get down to the detail. Sell your grandmother!"

Samalla kaverilla ollut aiemmin otteessa myös Wirecard, Adler ja SBB. Näistä ensimmäinen jo about nollissa, Adler melko lähellä sitä ja SBB -90% topeista ennen shorttirapsoja.

Argumentit toki melko epäselviä vailla konkreettisia faktoja ja samoja pointteja on jo aiemmin nostettu esiin.

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Tämän koko luokan ja markkinapaikan yrityksiin shorttien on rahallisesti helpompi vaikuttaa lyhytaikaisesti. Tämä herätti kyllä mielenkiinnon, kun on tullut jonkin aikaa seurattua kurssin laskua TA:n näkökulmasta. Minkälaisella budjetilla mahtoi liikkua Wirecardin yhteydessä, onko tietoa? Minusta sen kurssilaskun sai useampi shorttitaho alas aikoinaan.

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