Idex - MasterCard bekrefter England som første land!!

BWO_Investor
IDEX
11.07.2018 kl 04:22
573

Dette er en arkivert tråd!
https://www.cnbc.com/2018/07/09/mastercard-biometric-card-talks-with-uk-banks.html
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Frodo1
11.07.2018 kl 07:03
338

Kan bli meget interessant for IDEX fremover. Er vel ingen hemmelighet at Mastercard og IDEX har samarbeidet. Skal det virkelig løsne for selskapet nå med sertifisering først ut? Sover markedet?

Newsflash - 22.02.2018 07:44
Recommendation: Buy Price when published: NOK 4.7
Sector: Biometrics Target price: NOK 11.0
Reuters: IDEX.OL, Bloomberg: IDEX NO Market cap: NOKm 2568
Analysts: Espen Klette, Fredrik Steinslien
IDEX - Q4’17 first take – Lower opex, card certification expected during Q2’18

IDEX just published its Q4’17 results, with an EBIT loss of NOK 57m, a lower loss than our NOK 61m assumption on lower opex. Revenues of NOK 2m were lower than our anticipation of NOK 5m, due to strategic shift from mobile to cards. Cash at year-end of NOK 302m was in line with our estimate. Next milestone for the card program is the certification process, which is anticipated to be finalized in Q2’18, versus ‘early Q2’18’ in previous wording. Opex for 2018 guided to be lower than in 2017 (NOK 245m), which should lower our opex’18e by NOK 20-30m. In a press release last night, IDEX announced that its CPO Stan Swearingen will take the position as CEO of IDEX from 1 April, while the current CEO, Hemant Mardia, will join the company’s Strategy Advisory Council. We have a Buy recommendation and a target price of NOK 11 for IDEX.

IDEX - Initial card shipments on-track for H2’18

We maintain our Buy recommendation and adjust our target price to NOK 10 (11) for IDEX due to negative estimate revisions. We believe IDEX should be able to capture a significant share of the smart card market. We lower our 2018-19 estimates as we now assume EBITDA break-even in Q1’19 (Q4’18) due to a more gradual shipment ramp-up, partly offset by lower opex, while we keep 2020e fairly unchanged.
Redigert 11.07.2018 kl 07:29 Arkivert
BWO_Investor
11.07.2018 kl 10:45
238

Sertifisering kommer snart:)
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Sven
11.07.2018 kl 13:28
188

Det blir kjekt!
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BWO_Investor
11.07.2018 kl 17:48
143

Magefølelsen sier at sertifisering og ordrer kommer innen noen få dager nå..

Da starter oppturen mot kr 10:)
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Elvira
11.07.2018 kl 20:10
103

Nyheter på vei
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