Emil Hartela

Can’t stop buying $HAYPP. Seeing everyone around me using different nicotine pouches in a more mature market like Finland gives me confidence that other markets will follow the same path. Here’s why I believe Haypp Group could be a massive investment opportunity 🧵👇

$Haypp Q1 2025 Webcast Summary of my notes: • Gross margin improving; now at 18%. • US market developing well—smaller brands taking share from PM; bullish for Haypp. • Testing new US customer acquisition strategies; driving online awareness. • AI/LLMs mentioned—likely tied…

$HAYPP I've previously every quarter done web traffic-based revenue predictions, and they've been somewhat consistent, roughly ±3%. But now I have a massive divergence on my hands. Based on web traffic, I'm not able to get the revenue estimate close to the 950 MSEK online…

Asked ChatGPT to dig up every Q2 2025 revenue estimate for Haypp Group. Here’s the consensus: • Analyst avg: ~SEK 955m (TipRanks, MarketScreener) • FactSet outlier: SEK 1.01b (TradingView) • Market range: 950–1,010m SEK • Some bullish revisions post-Q1; consensus remains…

Poll results on $HAYPP Q2 revenue: Using midpoints of the ranges, the average from voters is roughly 949 MSEK. Will post my own prediction later.

Where do you think Haypp Group’s Q2 revenue will land? $HAYPP

$Haypp is up 200% from the lows, but I still see 10x potential long term. That said, I wouldn’t be surprised if bad news hit and it halved again. The stock swings between euphoria and panic. Funny how my only two portfolios are nearly identical in ytd performance ; except one…

$Haypp Group to be re-included in Nasdaq's First North 25 Index As a result of Nasdaq’s semi-annual review of the First North 25 Index, it has been decided that Haypp Group, with the ticker HAYPP, will re-enter the index. This marks the company’s second inclusion in the First…

If the market dips after US involvement in the Iran–Israel conflict, remember this: Markets always recover; and if they don’t, your portfolio is the least of your worries.

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Sold my $NBIS position today. Was up 570% in a few months so decided to take profits on the options. Not sure what I’ll do next; feels like it’s run too far to reload OTM calls. But I still see massive potential in the company.

$NBIS raised more via convertible debt. I’m bullish! Their capital-intensive biz could yield 20-30% FCF margins. Dilution’s a risk, but $200-300M annual FCF potential outweighs costs. NPV looks strong. Thoughts?

$HAYPP Here’s my take on the insider selling at Haypp: Yes, around 27 MSEK worth of shares were sold by management. But this isn’t a signal of weak conviction; it’s likely a liquidity move to fund warrant exercises. Haypp currently has 1,929,321 outstanding warrants spread…

$TPB seems to be exceeding my NP revenue trajectory. NP revenue could easily hit 150 million 2025.

$NBIS management is getting unfairly knocked. The ISS Governance QualityScore of 10 (Audit: 9, Board: 10, Shareholder Rights: 10, Compensation: 6), combined with a handful of harsh Glassdoor reviews, paints a misleading picture. Context matters: NBIS is newly formed (July…

$HAYPP ATH

$HAYPP Interim Report Q1: Continued growth with further margin expansion Press release 6 May 2025 January – March 2025 Net sales increased by 22 per cent on a LFL* basis (5 per cent reported) to SEK 923.2mn (877.5). In constant currency, net sales increased by 6 per cent. 35 per…

Quick short-form video on $HAYPP I made for TikTok.

$HAYPP being ALP Pouches' preferred online distributor is great news. I was actually worried ALP might go DTC-only and push others to follow—but turns out, brands need Haypp, not the other way around. And so begins the dominance of Haypp in the US, where soon Zyn won’t be the…

Winners keep on winning. $HAYPP is now up roughly 7% since liberation day, mainly as a result of a well received capital markets day in Stockholm last Thursday. On this day, other than new financial targets (18-25% rev growth, 5.5% +/- 150bps EBIT margins), they showed: - the…