research2discovery
@R2Discovery
Focused on finding great businesses. Concentrated Long Term Investor. Insights Driven. Own opinions, no investment advice.
Throughout years of researching numerous cybersecurity companies, one can observe that, unfortunately, most are far from being true cybersecurity firms by nature. Rather, they are second or third derivatives cybsec play’s , such as consultants, distributors, or providers of…
On the recent Wallix presentation link below page 5 there is a very interesting slide on the clients Wallix $ALLIX not only the large international firms but mostly because there is very significant critical infrastructure clients that acts as great pillar stones to expand to…
An important fundamental aspect in the Wallix $ALLIX report yesterday that is clearly very interesting and clearly not discovered by the market, yet, is the following mention: "and the signing of major contracts, notably in the public sector (Société des Grands Projets, Région…
Exail $EXA Q2 revenues +52% yoy to €126m. Driven by defense sales of course. Just as a reminder analyst expectations were approx. €100m here! Very strong release, but with stock +470% YTD probably it takes a flawless execution and probably more beat & raises (and strong CF) for…
I had good timing with my previous post! A press release appeared now on Ceotronics $CEK website about the implementation of CT-DECT at Frankfurt Airport $FRA in ground handling. It’s probably a small order (compared to the Bundeswehr contracts and the broader defense potential,…
I didn’t expect it, but as you can see, the markets always bring interesting volatility. Ceotronics $CEK share is currently trading again at €13, which gives a market cap of around €105 million. That’s below the price level when the first order from the new contract with a…
I didn’t expect it, but as you can see, the markets always bring interesting volatility. Ceotronics $CEK share is currently trading again at €13, which gives a market cap of around €105 million. That’s below the price level when the first order from the new contract with a…
An important fundamental aspect in the Wallix $ALLIX report yesterday that is clearly very interesting and clearly not discovered by the market, yet, is the following mention: "and the signing of major contracts, notably in the public sector (Société des Grands Projets, Région…
Wallix $ALLIX posted extremely strong results for H1 2025 (in terms of revenue, but also the revenue split). It's very impressive that despite SaaS revenues growing by +45.7% y/y, license revenues also increased by +11.7% y/y in H1 2025. This mix significantly exceeds…
Great to see discovery of Serviceware $SJJ is happening. New price target from Montega at €25. Now I know why it moved +8.4 to €17.4 today on high volumes...
New increased price target of $SJJ at 25 EUR by Montega likely driving the stock price today🔥🔥 @R2Discovery @BetterValueInv
Wallix $ALLIX posted extremely strong results for H1 2025 (in terms of revenue, but also the revenue split). It's very impressive that despite SaaS revenues growing by +45.7% y/y, license revenues also increased by +11.7% y/y in H1 2025. This mix significantly exceeds…
Out of all the microcap defense plays in EU only a select few stand out by natural order and will likely play out very well in the coming years - but nothing really compares to Ceotronics $CEK.DE - think the R/R is simply on the extreme side. Importantly, the price arguably has…
CEO of q.beyond AG $QBY, Thies Rixen, is back to buying shares at higher prices. Granted, it’s only small size, but I assume that’s because the price moved up quickly before he bought more, currently trades at €0.94 vs. his purchases at €0.91. In terms of risk-reward from a…
Very interesting current data from @Gartner_inc Peer Insights regarding PAM products. The ranking is used often by IT specialist and product buyers. Now Wallix $ALLIX has earned a rating of 4.5, which is higher than the 4.4 rating of the American market leader CyberArk $CYBR. Due…
Wallix ($ALLIX) - one part of many that is overlooked in the Wallix case is that it secures a lot of critical infrastructure. In this particular case it is the real foundation of society: hospitals. Thus, securing that hospital operations have zero interruptions is mission…
Is Wallix $ALLIX in the now very early phase moving in to discovery by french institutions? Well check this fund letter from May hmgfinance.com/fonds-hmg.php?… translation from French "A line has been initiated in the cybersecurity software publisher Wallix, as the recent acceleration…
Fantastic interview piece on Wallix ($ALLIX) probably the best one ever made over the years so far. Link below. CEO is now saying in the interview they are "regularly approached" (french to english translation) but wants the right valuation. It should come to no surprise that…
Wallix ($ALLIX) - one part of many that is overlooked in the Wallix case is that it secures a lot of critical infrastructure. In this particular case it is the real foundation of society: hospitals. Thus, securing that hospital operations have zero interruptions is mission…
37% ytd. Haft många aktier som gått extremt bra och är upp omkring 100%. Exempelvis guldbolagen, Cheffelo och Ceotronics. Sen har jag som vanligt även gått på några större smällar. Största innehaven idag är Ceotronics, Sesa, Wallix, Nelly, Cheffelo och mina tre guldbolag. ->