Diskussion zur BICO Group Aktie WKN: A2PX00 ISIN: SE0013647385 Forum: Aktien User: Hedgehog3

Mal gucken was gleich um 9 passiert

50 Millionen Dollar Umsatz pro Quartal, stark wachsend und schon profitabel. Bei einer Bewertung von 1 Milliarde. Da kann man meiner Meinung nach jetzt entspannt liegen lassen solange man weiter wächst. Aber wenn ich mit dir ganzen News anschaue, dann sieht das operative Geschäft sehr gut aus. Cytena, Biosero, MatTek, alle haben Aufträge und laufen :-)

Ah!

Was ist die Gesamtwürdigung der Zahlen?

Geil positives Ebitda ist sehr gut!!! Und Umsatz übertroffen, bei investing waren 507 MEK erwartet worden, wir haben 519 :-) und EPS wurde -0,42 erwartet und da sind wir doch weitaus besser weil positiv oder?

Der Nettoumsatz belief sich auf 519,1 (207,0) MSEK, was einer Steigerung von 151 % (391) gegenüber dem entsprechenden Vorjahreszeitraum entspricht. Das organische Wachstum belief sich auf 25% (88). Bereinigt um die Verkäufe von einmaligen pandemiebedingten Hygieneprodukten im Vorjahr betrug das organische Wachstum im Quartal 30 %. Das bereinigte EBITDA* belief sich auf 24,1 MSEK (45,9), was einer Marge von 4,6 % (22,2) entsprach. Das EBITDA belief sich auf 13,0 MSEK (43,6), was einer Marge von 2,5 % (21,1) entspricht. Das Periodenergebnis belief sich auf MSEK -25,9 (20,4), was einem Ergebnis je Aktie vor und nach Verwässerung von SEK -0,41 (0,64) entspricht. Die Bruttomarge belief sich auf 72,3 % (74,2). Die Bruttomarge entspricht der des dritten Quartals. Im Vergleich zum vierten Quartal 2020 ist die Bruttomarge vor allem aufgrund eines geringeren Anteils an servicebezogenen Umsätzen und eines anderen Produktmixes nach den 9 Akquisitionen des Jahres rückläufig. Der Nettoumsatz mit Verbrauchsmaterialien belief sich auf 73,5 (29,3) MSEK, was einem Anstieg von 151 % entspricht. Der Anteil am Gesamtproduktumsatz betrug 16,1%, was einem Rückgang von 1,5 Prozentpunkten entspricht (17,6% im Vergleichszeitraum). Im Laufe des Quartals wurden QInstruments für einen Gesamtkaufpreis von MSEK 631,6 und Biosero für einen Gesamtkaufpreis von MSEK 1.514,1 erworben. Der ausgewiesene bedingte Gesamtkaufpreis für die beiden Akquisitionen beläuft sich auf 242,2 MSEK, der in Abhängigkeit von der finanziellen Leistung im Zeitraum 2022-2024 ausgezahlt werden kann

Was waren die Erwartungen

Das ist ein gutes Wachstum

Net sales amounted to MSEK 519.1 (207.0), which corresponds to an increase of 151% (391) compared to the corresponding period previous year. Organic growth amounted to 25% (88). Adjusted for sales of non-recurring pandemic-related hygiene products the previous year, the quarter’s organic growth was 30%. Adjusted EBITDA* amounted to MSEK 24.1 (45.9), which corresponded to a margin of 4.6% (22.2). EBITDA amounted to MSEK 13.0 (43.6), corresponding to a margin of 2.5% (21.1). Net profit/loss for the period amounted to MSEK -25.9 (20.4), corresponding to earnings per share before and after dilution of SEK -0.41 (0.64). The gross margin amounted to 72.3% (74.2). The gross margin is in line with the third quarter. Compared with Q4 2020, the gross margin decreases mainly as a result of a lower share of service-related sales and a different product mix after the year’s 9 acquisitions. Net sales from consumables amounted to MSEK 73.5 (29.3), an increase of 151%. The share of total product sales was 16.1%, which corresponded to a decrease of 1.5 percentage points (17.6% in the comparison period). During the quarter, QInstruments was acquired for a total purchase price of MSEK 631.6 and Biosero for a total purchase price of MSEK 1,514.1. Total reported conditional purchase price for the two acquisitions amounts to MSEK 242.2, which may be paid out based on financial performance during 2022-2024.

Q4 veröffentlicht! Kanns leider nicht hochladen hier. Website bico hat es mir gesendet. Sieht aber soweit erkennbar sehr gut aus bei bico!!

https://news.cision.com/se/bico-group/r/biosero-expanderar-sin-laboratorieautomatisering-med-nya-produktlanseringar,c3511544

Ihr habt anlässlich der morgigen Zahlen die Möglichkeit, dem Management von Bico Fragen auf Twitter zu stellen: https://twitter.com/theBICOgroup/status/1496171590689734656?s=20&t=bufkHpWvnc-eTUJo3d3Vsw

Batch Planner: Helps eliminate bottlenecks and maximize instrument usage by allowing users to plan and schedule time-course experiments and batch runs based on workcell and instrument availability Cell Maintenance Planner: Handles recurring tasks in cell line generation or culturing applications Multipath Scheduler: Provides users with more advanced tools for moving samples through the lab, such as the ability to plot several trajectories for different plates that will be run simultaneously Assay Scheduler: Designed for laboratories where many scientists use the same systems, allowing team members to schedule the optimal time for their experiments to avoid conflicts and increase instrument usage 21 CFR 11 Manager: Enables scientists to run automation in compliant environments with features such as password protection options, digital signature logs, assigned user roles, and audit trails Universal Liquid Handling Interface: Connects all of the liquid handlers in a lab to a single access point with a user-friendly interface “At Biosero, we measure our success by the scientific results we help our customers achieve. That commitment to customer success drives us to continually seek out opportunities to improve their laboratory workflows with our Green Button Go software,” said Tom Gilman, CEO of Biosero. “Our team is proud to bring these valuable new capabilities to our customers, and we look forward to seeing the great science they will support.” To see Biosero’s laboratory automation products in action, schedule an in-person or virtual tour at the company’s Acceleration Lab in San Diego.

Biosero Expands Laboratory Automation Capabilities with New Product Launches New products in the Green Button Go® portfolio offer customers more flexibility, greater control, and streamlined performance for automated workflows. Biosero, Inc., a BICO company, and a developer of laboratory automation solutions to orchestrate scientific discoveries, today announced the launch of several new products and features in the company’s Green Button Go® software suite. Together, these products deliver an array of advanced capabilities to help customers streamline, control, and generate better results from their automated lab systems. Biosero’s Green Button Go software allows scientists to automate workflows ranging from a single workstation to operations that span multiple labs. With a number of extensions, hundreds of available drivers, and an intuitive control interface, Green Button Go software is flexible, scalable, and easily customizable for a broad array of laboratory needs. The company’s Green Button Go Orchestrator software suite is an end-to-end solution for designing, scheduling, launching, and managing lab workflows within a lab, across labs, or at facilities around the world. The company has launched a number of new products and extensions within Orchestrator, including: Data Services: Facilitates connections to any device, robot, sensor, or system in a lab and captures, contextualizes, and coordinates the data produced in a workflow Insights: Lets users visualize all processes in-flight and all data collected, with real-time data from every workcell as well as detailed analytics for instrument utilization trends Workflow Designer: Allows users to choose a drag-and-drop graphical interface or a programming interface with logic conditions to build automated workflows Workflow Conductor: Enables the launch or scheduling of workflows from the lab or remotely, and provides detailed information about the status of current tasks with an audit trail of all processes run in the past Transportation Manager: Controls the physical flow of materials around a laboratory or across a campus using robotic arms, track-based systems, conveyor belts, autonomous mobile robots, and other transportation options IoT Agent: Uses sensors and other devices to digitally connect instruments, samples, or other elements that cannot be physically integrated into an automated workflow Lab Experience: A workflow management tool that captures and digitizes data from manual tasks, increasing reproducibility Biosero also offers Green Button Go Scheduler, a software suite that lets scientists integrate, control, and schedule multiple instruments and devices in the lab from a single interface. The Scheduler tool can be used on its own or as part of the Orchestrator environment. Scheduler now has a new interface as well as several new products and extensions:

Ukraine me weitgehend eingepreist. Wird aber volatil bleiben 2022 (zinsen/ inflation, ukraine)……