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"$ITECH with a OK report. Revenue is up from the Q2 slump but people expected it to be up more as the management hinted at volume shifts. So we got a Q with about 41M SEK in revenue a decent quarter with XX% organic growth that is masked by exchange rate decline and a customer with financial problems. So all in all top line is a little "Meh" but considering the backdrop it is very decent. On the other hand - Margins are up op profit is up. Also - commentary is positive: New cooperations will be announced soon X customers increased purchases by over XXX% CMP by 18%. Things improved into the"
X Link @Assaf_Nathan 2025-10-17T09:37Z 7020 followers, 4190 engagements
"$ITECH.ST - Quick thoughts on Q3FY25 Revenue: X% / +10% ex-FX Gross Margin: XX% (up from 53%) EBIT: 11M SEK (+17% YoY) -Macro backdrop for shipping stays negative though sentiment improved after summer especially in tankers"
X Link @ValueIsaac2002 2025-10-17T07:43Z 1749 followers, 1590 engagements
"Simeon Portfolio & Thoughts 💥 Top holdings in weight order 📊 Constellation Software - $CSU.TO Next-vision systems - $NXSN.TA Asseco Poland - $ACP.WA Sofwave medical - $SOFW.TA Intellego Tech - $INT.ST Terravest Industries - $TVK.TO I-Tech AB - $ITECH.ST New Position - TBR Vitalhub - $VHI.TO Kinsale - $KNSL There is a new position being built - TBR Positions changes - Exited $AMZN $NVDA $GOOG $HIMS $PME.AX $BRO all for very good gains bedsides Amazon that was sold near BE The secret stock I was building a position for a while was Intellego increased my positions on Sofwave Medical alongside"
X Link @SimeonResearch_ 2025-09-08T13:44Z 8771 followers, 18.1K engagements