Some thoughts on Illumins H2, my biggest position.
1/x
At the Q1 report, they stressed macroeconomic uncertainty and the fact that marketing budgets were approved later than normal, but ended with a quite optimistic outlook on coming quarters.
1/x
At the Q1 report, they stressed macroeconomic uncertainty and the fact that marketing budgets were approved later than normal, but ended with a quite optimistic outlook on coming quarters.
July 20, 2025 at 11:21 AM
Some thoughts on Illumins H2, my biggest position.
1/x
At the Q1 report, they stressed macroeconomic uncertainty and the fact that marketing budgets were approved later than normal, but ended with a quite optimistic outlook on coming quarters.
1/x
At the Q1 report, they stressed macroeconomic uncertainty and the fact that marketing budgets were approved later than normal, but ended with a quite optimistic outlook on coming quarters.
Reposted
Mikkel som var en af de få som deltog på Windowmaster generalforsamling i går, her er hans input fra mødet.
April 11, 2025 at 7:28 AM
Mikkel som var en af de få som deltog på Windowmaster generalforsamling i går, her er hans input fra mødet.
Reposted
Windowmaster 2024:
-Vækst på 24%
-Orderbook vækst 11%
-Scaler EBT kraftigt til 4,1%
-Har 2026 målsætning om mindst 10% EBT margin, de skal vækste en del i 2026 for at nå denne målsætning
-Betaler udbytte på 0,41 kr hvilket svarer til 4,5% yield
-Vækst på 24%
-Orderbook vækst 11%
-Scaler EBT kraftigt til 4,1%
-Har 2026 målsætning om mindst 10% EBT margin, de skal vækste en del i 2026 for at nå denne målsætning
-Betaler udbytte på 0,41 kr hvilket svarer til 4,5% yield
March 19, 2025 at 5:58 PM
Windowmaster 2024:
-Vækst på 24%
-Orderbook vækst 11%
-Scaler EBT kraftigt til 4,1%
-Har 2026 målsætning om mindst 10% EBT margin, de skal vækste en del i 2026 for at nå denne målsætning
-Betaler udbytte på 0,41 kr hvilket svarer til 4,5% yield
-Vækst på 24%
-Orderbook vækst 11%
-Scaler EBT kraftigt til 4,1%
-Har 2026 målsætning om mindst 10% EBT margin, de skal vækste en del i 2026 for at nå denne målsætning
-Betaler udbytte på 0,41 kr hvilket svarer til 4,5% yield
WindowMaster - Danish Nano-Cap at 3.7x EBIT
I have initiated a position in the company, seeing an attractive margin of safety with strong parallels to other previously overlooked nanocaps in Scandinavia. Read my take on the case here:
open.substack.com/pub/williamj...
I have initiated a position in the company, seeing an attractive margin of safety with strong parallels to other previously overlooked nanocaps in Scandinavia. Read my take on the case here:
open.substack.com/pub/williamj...
WindowMaster - Danish Nano-Cap at 3.7x EBIT
WindowMaster provides smart ventilation and window automation solutions that enhance indoor climate, improve energy efficiency, and support sustainable building design.
open.substack.com
March 18, 2025 at 8:49 AM
WindowMaster - Danish Nano-Cap at 3.7x EBIT
I have initiated a position in the company, seeing an attractive margin of safety with strong parallels to other previously overlooked nanocaps in Scandinavia. Read my take on the case here:
open.substack.com/pub/williamj...
I have initiated a position in the company, seeing an attractive margin of safety with strong parallels to other previously overlooked nanocaps in Scandinavia. Read my take on the case here:
open.substack.com/pub/williamj...
Reposted
#Pricer på 9 kr hade jag nog inte kunnat tro. Visst finns det frågetecken inför Q1 och framtiden men 2025 kommer bli ett bra år och aktien är nog väldigt billig här på 2 års sikt.
March 4, 2025 at 11:13 AM
#Pricer på 9 kr hade jag nog inte kunnat tro. Visst finns det frågetecken inför Q1 och framtiden men 2025 kommer bli ett bra år och aktien är nog väldigt billig här på 2 års sikt.