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research2discovery @r2discovery.bsky.social · 04/08/2025

French to english translation "- TP ICAP Midcap revalues Wallix from 26 to 30 euros ('buy')." $ALLIX www.boursier.com/actualites/n...

boursier.com

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research2discovery @r2discovery.bsky.social · 01/05/2025

It is really sehr schön case with Ceotronics on multiple levels, which is extremely rare in my experience to come by. Let's briefly go through some points of interest -> 1/X

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research2discovery @r2discovery.bsky.social · 30/07/2025

Guillemot Corp. $GUI has published its Q2 revenue figures. Most importantly, the completely unexpected upward revision of the revenue forecast from €110m to €120m for 2025 stands out. It means H2 will be very very strong and operating leverage will work again here. 1/X ->

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research2discovery @r2discovery.bsky.social · 30/07/2025

Sehr Schön with Ceotronics - the recent indication of Bundeswehr to double military personel by 2031 from c. 220K now including reservists to around 400K by 2031 should mean great news for Ceotronics -> 1/X t.co/MDaje0WYE8

t.co

https://thedefensepost.com/2025/07/25/germany-compulsory-military-screening/

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research2discovery @r2discovery.bsky.social · 29/07/2025

Palo Alto Networks $PANW rumoured to buy CyberArk $CYBR . As a reminder CyberArk is the major competitor of Wallix $ALLIX in privilleged access management sector in Europe -> 1/X t.co/ayGsRqCSKw

t.co

https://on.wsj.com/4lUTngi

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research2discovery @r2discovery.bsky.social · 29/05/2025

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. 1/X ->

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research2discovery @r2discovery.bsky.social · 20/07/2025

An important fundamental aspect in the Wallix $ALLIX report yesterday that is clearly very interesting and clearly not discovered by the market, yet, lets go through it all -> 1/X

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research2discovery @r2discovery.bsky.social · 17/07/2025

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 expectations. -> 1/X

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research2discovery @r2discovery.bsky.social · 10/07/2025

Very interesting current data from Gartner 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. Lets go it through ->

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research2discovery @r2discovery.bsky.social · 10/07/2025

CEO of q.beyond AG $QBY, Thies Rixen, is back to buying shares at higher prices. In terms of risk-reward from a stable and recurring IT business, I believe this is an extreme case. Let's go it through ->

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research2discovery @r2discovery.bsky.social · 26/06/2025

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. 1/X ->

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research2discovery @r2discovery.bsky.social · 06/07/2025

Alright let's go with a fresh case idea thread - if enough traction will select a few new case introductions that seem the most interesting. Some case criteria's for this one ->

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research2discovery @r2discovery.bsky.social · 01/07/2025

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. Let's go through this dimension of the case 1/X ->

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research2discovery @r2discovery.bsky.social · 30/06/2025

Sehr Schön with Ceotronics - During the Bundeswehr day "Day of the German armed forces" the latest high-tech technology advancements was shown where one could actually spot Ceotronics equipment in use in the clip below :) t.co/7305cu6GnP 1/X ->

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research2discovery @r2discovery.bsky.social · 23/06/2025

The case is Serviceware $SJJ (Germany) an undiscovered small-cap software company specialized in Enterprise Service Management (main competitor: ServiceNow, $NOW) and IT Financial Management (main competitor: Apptio, acquired by IBM at 11x Sales in 2023). Let's take a deeper look into it 1/X ->

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research2discovery @r2discovery.bsky.social · 26/06/2025

Impressive by $REMEDY hitting 1 million players in FBC Firebreak💥💪Likely gamepass helped but still no one expected these solid numbers :) Will be very interesting to see how patches etc evolves in the coming days.

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research2discovery @r2discovery.bsky.social · 24/06/2025

Sehr Schön with Ceotronics ($CEK.DE) - Finserve Global Security Fund (AUM c. 375M EUR) managed by smart Swedish defense specialist investor is most likely one of the first funds that has discovered Ceotronics so far? Clearly, this is an interesting move for the case -> 1/X

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research2discovery @r2discovery.bsky.social · 26/06/2025

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research2discovery @r2discovery.bsky.social · 24/06/2025

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research2discovery @r2discovery.bsky.social · 23/06/2025

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research2discovery @r2discovery.bsky.social · 21/06/2025

Got good news on the case front - a new profitable European SaaS smallcap will appear on this profile in the coming days. I'm just finishing the research. Investors who follow examples like Wallix $ALLIX, Esker, Sidetrade $ALBR, Nemetschek $NEM or even SAP $SAP stay tuned in for this one 1/x ->

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research2discovery @r2discovery.bsky.social · 19/06/2025

Sehr Schön with Ceotronics $CEK - let's review the fresh news from the only direct high-quality comparable peer to Ceotronics $CEK.DE Invisio $IVSO announcing 145M SEK (c. 13M EUR) deal to be shipped in 2025 it seems to have managed to move the stock 1.6BN EUR (vs Ceotronics 110M) by c. 3%. 1/X ->

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research2discovery @r2discovery.bsky.social · 19/06/2025

Is Wallix $ALLIX in the now very early phase moving in to discovery by french institutions? Let's have a closer look regarding this topic 1/X ->

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research2discovery @r2discovery.bsky.social · 18/06/2025

The case of $REMEDY still stands very firm per original investment case here as speculators and traders panic which has arguably made the R/R even better from the already previous very high level.

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research2discovery @r2discovery.bsky.social · 18/06/2025

Well mixed signals on very initial feedback on FBC Firebreak, but at core it seems like a fun game to play to me and most likely as previous $REMEDY titles interest will build over time (see review pic). But no the studio is not materially dependent on this title at all good or bad 1/x->

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research2discovery @r2discovery.bsky.social · 30/05/2025

World’s Cheapest AAA Gaming Play $REMEDY Remedy Entertainment? 1/X ->

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research2discovery @r2discovery.bsky.social · 29/05/2025

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research2discovery @r2discovery.bsky.social · 27/05/2025

Just a few days left now before the case reveal it is closing in. Happy to come across this case very rarely come across such a business, it is what it is. Appreciate all the follows here on the profile and all the interactions on this community stay tuned in 🙏

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research2discovery @r2discovery.bsky.social · 17/05/2025

New undiscovered case reveal landing here in coming weeks. Very rarely find great cases, as one can see really only found a few on this profile but this is one of them. Stay tuned in🙏

media.tenor.com

a man in a suit and tie is sitting at a table talking to a woman

ALT: a man in a suit and tie is sitting at a table talking to a woman

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research2discovery @r2discovery.bsky.social · 12/05/2025

$QBY.de Q.beyond another strong earnings print for Q1 on track with profitability ramp-up💥

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research2discovery @r2discovery.bsky.social · 06/05/2025

Just really wondering here for how much longer can Ceotronics stay massively undiscovered?💥

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research2discovery @r2discovery.bsky.social · 05/05/2025

En tidig början på discovery i Q.beyond $QBY.DE? 👀💥💪

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research2discovery @r2discovery.bsky.social · 01/05/2025

It is really sehr schön case with Ceotronics on multiple levels, which is extremely rare in my experience to come by. Let's briefly go through some points of interest -> 1/X

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research2discovery @r2discovery.bsky.social · 22/04/2025

Boom Ceotronics NATO expansion domino effect starting to unfold? Fantastic signal with the new large order that the company is primed in for multiple NATO win's 💪💥-> 1/X

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research2discovery @r2discovery.bsky.social · 29/04/2025

Guillemot $GUI.PA Q1 report was solid if you look more closely on the context and situation. So let's go through it. 1/X ->

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research2discovery @r2discovery.bsky.social · 25/04/2025

Very sharp research below on the $CEK Ceotronics case 💥

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research2discovery @r2discovery.bsky.social · 24/04/2025

Forza Horizon 5 is off to a fantastic start sitting on the best-selling no.1 spot of pre-orders now and for weeks in major markets as US, GER and FR crushing many large AAA games. It has been years since a racing title been performing exceptionally strong like this. FH5 releases on April 29th.

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research2discovery @r2discovery.bsky.social · 24/04/2025

I have looked on all the relevant German IT service companies in Germany, some are higher quality but none of them I think have the same very interesting R/R as q.beyond. -> 1/X

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Bach Capital @capitalbach.bsky.social · 23/04/2025

Wallix - Europas Cyber Security Go To? - Ska under 2025 slå om från investeringsfokus till lönsamhet - Återkommande intäkter växer 27% YoY och borde inte bromsa in här - P/S under 3 - NIS2-direktivet ställer högre krav på europeiska bolags IT-infrastruktur: www.msb.se/sv/amnesomra... 👇🏼👇🏼

msb.se

Det här är NIS2-direktivet

NIS2-direktivet kommer att genomföras i Sverige genom en lag som börjar gälla tidigast under sommaren 2025.

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research2discovery @r2discovery.bsky.social · 22/04/2025

Oh and hey one more thing on Ceotronics $CEK which is basically on top of today's large reference win that will most likely generate substantial NATO contract wins in the future. Yes, let's not forget about the high probability of more orders down the line from this customer. -> 1/X

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research2discovery @r2discovery.bsky.social · 22/04/2025

Boom Ceotronics NATO expansion domino effect starting to unfold? Fantastic signal with the new large order that the company is primed in for multiple NATO win's 💪💥-> 1/X

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research2discovery @r2discovery.bsky.social · 10/04/2025

The Cheapest Microcap Cyber Security Pureplay Globally Wallix? Wallix's $ALLIX $ALLIX.PA investment story, in terms of results, is materializing even faster than I expected. Lets go through the Q1 figure's in detail -> 1/X

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research2discovery @r2discovery.bsky.social · 16/04/2025

One could have different arguments and strategies, but I personally fundamentally doubt +/- €100m marketcap is anything close to a fair value for Ceotronics $CEK even just based on 🇩🇪 orders from Rheinmetall $RHM. On the trading strategy, I believe in "let your winners run". See below why ->

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research2discovery @r2discovery.bsky.social · 15/04/2025

Direct peer to q.beyond being Datagroup is now rumoured to be acquired by KKR. Bloomberg article headline below "KKR Close to Acquiring German IT Services Firm Datagroup" Potentially a lot of eyes should now turn to the very interesting q.beyond $QBY.DE case situation💥 -> 1/X

t.co

https://www.bloomberg.com/news/articles/2025-04-15/kkr-is-said-to-near-buyout-deal-for-german-it-firm-datagroup

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research2discovery @r2discovery.bsky.social · 14/04/2025

Sehr schön are perhaps German institutions in the very beginning of discovering the ultra rare gem Ceotronics after finding the case/TP upgrade and the recent positive news?

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research2discovery @r2discovery.bsky.social · 08/04/2025

Sehr Schön with Ceotronics $CEK.DE press releasing its guiding up on revenues to c. 55M EUR and net profit target to be "significantly exceeded"! Showcasing simply the strong operational leverage component in the business.

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