COMMENTS POLICY: People are expected to behave in a manner that enriches the conversation. Criticisms are strongly encouraged as long as they are presented in a civil manner. Any rude obnoxious attack-the-messenger rubbish will be given one warning. After that, comments will be removed and the individual who made them will be blocked.
Holy cow!!!! TH-cam recommended this video and I'm thanking you for an interesting company to research. As a newly paying subscriber i am grateful for some nerdy and interesting bedtime reading.
I'm a bit confused about their cap. According to Google finance the company has a valuation of 1.9bln SEK which is about $180mln and not over a bln dollars as mentioned in your analysis. Am I missing something?
Hey guys an update on this one would be great now that the stock tanked again. There glassdoor reviews also don't look so good I wonder if you pay any attention to them? Thanks guys
Hey Cedric. We sent an update to paying subscribers. Are you talking about the 11 Glassdoor reviews where a few ex employees are pissing and moaning about how horrible the CEO is? Pretty typical of most firms.
Almost coincidentally you guys are covering a growing part of my speculative portfolio :) While profitability is not your focus as I understood I think it's the main reason for a "depressed" share price with Bico acquiring in general profitable companies (with even very high margins here and there) and having a profitable legacy business (as shown in older Annual Reports) but being negative as a group. My understanding is, that this is (not fully but mainly) due to the built-up of a wholly owned sales force which covers all verticals of the company and acting as some kind of international sales platform for the smaller local companies acquired (also overhead built-up in general contributes to cost, but to a lower extend). If true, sales growth (if organically (!) maintained) should outgrow this fixed cost base rapidly and result in high margins bottom-line due to the healthy Gross Margins. Do you have any insides/thoughts here? Thank you again a lot.
You're quite welcome and we're glad to hear the content is relevant to your own investing activities. We don't try to overthink these things too much. Checking in about once a year seems to be the right cadence. The company seems to be on the right track and the temporary share price drop presents a buying opportunity from what we can see.
COMMENTS POLICY: People are expected to behave in a manner that enriches the conversation. Criticisms are strongly encouraged as long as they are presented in a civil manner. Any rude obnoxious attack-the-messenger rubbish will be given one warning. After that, comments will be removed and the individual who made them will be blocked.
Holy cow!!!! TH-cam recommended this video and I'm thanking you for an interesting company to research. As a newly paying subscriber i am grateful for some nerdy and interesting bedtime reading.
Thank you so much for the subscription and feedback! Glad to hear you're finding our YT content useful.
I'm a bit confused about their cap. According to Google finance the company has a valuation of 1.9bln SEK which is about $180mln and not over a bln dollars as mentioned in your analysis. Am I missing something?
The company used to trade at a market cap of well over a billion dollars until the share price was decimated for any number of reasons.
Great stock
It needs time to mature, like a fine wine.
Hey guys an update on this one would be great now that the stock tanked again. There glassdoor reviews also don't look so good I wonder if you pay any attention to them? Thanks guys
Hey Cedric. We sent an update to paying subscribers. Are you talking about the 11 Glassdoor reviews where a few ex employees are pissing and moaning about how horrible the CEO is? Pretty typical of most firms.
Almost coincidentally you guys are covering a growing part of my speculative portfolio :)
While profitability is not your focus as I understood I think it's the main reason for a "depressed" share price with Bico acquiring in general profitable companies (with even very high margins here and there) and having a profitable legacy business (as shown in older Annual Reports) but being negative as a group.
My understanding is, that this is (not fully but mainly) due to the built-up of a wholly owned sales force which covers all verticals of the company and acting as some kind of international sales platform for the smaller local companies acquired (also overhead built-up in general contributes to cost, but to a lower extend). If true, sales growth (if organically (!) maintained) should outgrow this fixed cost base rapidly and result in high margins bottom-line due to the healthy Gross Margins. Do you have any insides/thoughts here? Thank you again a lot.
You're quite welcome and we're glad to hear the content is relevant to your own investing activities. We don't try to overthink these things too much. Checking in about once a year seems to be the right cadence. The company seems to be on the right track and the temporary share price drop presents a buying opportunity from what we can see.
Can you please make update video on bico
Here is our latest update on BICO: www.nanalyze.com/2024/03/bico-founders-exit-whats-next/
Great content! Thank you
You are quite welcome, thank you for taking the time to leave feedback.
Good video!
Thank you very much for that feedback.