MagnifiqueCap (@MagnifiqueCap) header
MagnifiqueCap (@MagnifiqueCap) profile picture

MagnifiqueCap

@MagnifiqueCap

Value orientated small-cap investor

 København, Danmark
Joined March 2021
  • Tweets1.3K
  • Following221
  • Followers1.9K
205Media
Photo by MagnifiqueCap (@MagnifiqueCap)Photo by MagnifiqueCap (@MagnifiqueCap)Photo by MagnifiqueCap (@MagnifiqueCap)Photo by MagnifiqueCap (@MagnifiqueCap)Photo by MagnifiqueCap (@MagnifiqueCap)Photo by MagnifiqueCap (@MagnifiqueCap)Photo by MagnifiqueCap (@MagnifiqueCap)Photo by MagnifiqueCap (@MagnifiqueCap)Photo by MagnifiqueCap (@MagnifiqueCap)Photo by MagnifiqueCap (@MagnifiqueCap)
Soiltech is a boring business that treats slop water and solid waste on offshore rigs, with a +35% revenue CAGR 2020-2026, an EBIT margin expanding from 14% to 18% YoY, and insiders owning 26%, trading at 9-10x EV/EBIT on 2027e. $STECH 1/x
Småsparar (@smasparar) profile pictureSmåsparar@smaspararNov 2
Jag har alltid undrat varför Soiltech diskuteras av så få på finanstwitter, så därför drar jag mitt strå till stacken och publicerar en längre write-up om hur jag ser på caset. Bolaget är ett snabbväxande norskt småbolag som arbetar med avfallshantering inom olja och gas.
Image from Småsparar (@smasparar)
1
8
37
3,965
more replies
6/x Norway, also by adding services to existing clients (e.g. adding solid waste treatment on fluid waste operations). The incremental margin this year is roughly 35% excl. uplisting costs. Revenue growth of 20% in 2027 with this incremental EBIT margin
1
535
7/x would give a 21% EBIT margin. Putting it conservatively at an 18% EBIT margin, Soiltech trades at 9-10x EV/EBIT. Given the operating leverage, their great track record of high growth and a strong order backlog giving visibility ahead, I think there is room for a rerating.
Image from MagnifiqueCap (@MagnifiqueCap)
1
1
541
MagnifiqueCap retweeted
Småsparar (@smasparar) profile picture
Småsparar@smaspararNov 4
Ytterligare en stark rapport from Zaptec $ZAP. Omsättning +39%, EBITDA +185% med dubblad EBITDA-marginal på 12% (6), bruttomarginal stärks till 41% (39). Omsättning växer snabbare än OPEX som utgör 29% (34) av omsättning i kvartalet.
1
2
10
1,945
MagnifiqueCap retweeted
mavix (@mavix_leon) profile picture
mavix@mavix_leonSep 24
Shelly Group $SLYG has entered into an investment agreement with Schneider Electric on the intended Takeover Offer for EUR 70 per share. Both founders of Shelly (57%) support the offer. The minimum acceptance threshold is at 95%.
Image from mavix (@mavix_leon)
4
2
2
19
12,621
MagnifiqueCap retweeted
TheOracleOfOslo (@BuffDawgg) profile picture
TheOracleOfOslo@BuffDawggAug 3
I'm aboard the $TERNOR train! Trading at sub 5x my FY28e FCF, Sweden's the profit engine w/ record backlog, Finland/Denmark drags both fixable, and funding is locked in through 2035-37. Mgmt incentivized to hit SEK 90/sh by 2028. SEK 81 base = 38% IRR ex. dividends. Link in bio!
Image from TheOracleOfOslo (@BuffDawgg)
3
9
1
87
15,773
I've started looking into $NREST after an unjustified drop since a strong Q1. It's a high-growth caterer operating in captive locations, 44% from Military/Defence (+61.5% growth). Founder-CEO owns 35% and are now going from Scandinavia to Europe. Trading at EV/EBIT 7x on 2027E
Image from MagnifiqueCap (@MagnifiqueCap)
3
5
2
41
6,252
more replies
If Nordrest delivers 15% organic growth for the rest of the year, FY2026 revenue lands around SEK 3,050m (+20%), which implies EBITA of at least 360 msek, which is EV/EBITA 9x for YE 2026 and then under 7x for 2027E(including cash build-up and after minority interest).
1
770
At EV/EBITA 12-14x for 2027E, that's +70 to 90% upside, including dividends. I have made a lot of assumptions and could be wrong. DYODD.
6
694
Load more