Zwipe WKN: A2PEVD ISIN: NO0010721277 Kürzel: 4ZW Forum: Aktien Thema: Hauptdiskussion

Arctic Securities starts to follow Zwipe... IoC: Zwipe (BUY, 36) – A pivotal year awaits • We initiate coverage of the biometric payment and access control card provider Zwipe with a BUY recommendation and target price of NOK 36/share. • We believe biometric payment cards are at inflection point of adoption and with Zwipe entering 2022 with a backlog of ~NOK 20m, consequently leading to a step-change in revenues, we see earnings triggers ahead along with extended and new partnerships leading to more orders. • Moreover, the company is fully funded on our estimates after Erik Selin invested NOK 104m in the company on 30 August through a private placement. • The key risk for Zwipe and our investment case is the currently increasing biometric compatible secure element investments from large providers such as Infineon and STM, which can lead to turn-key solutions and Zwipe losing its competitive advantage. • Zwipe trades at 2.4x EBIT on our 2025e base case of i) 10% BPC penetration, ii) 9% market share and iii) 18% EBIT margin. • Please find our initiation of coverage attached. https://cdn.discordapp.com/attachments/839857980181839882/921150868391329862/ZwipeASInitiationofCoverageDec2021.pdf

A absolutely stunning news for entering the North America market... Zwipe really is penetrating this hugh market and will probably be a rocket... https://www.avanza.se/placera/pressmeddelanden/2021/12/15/zwipe-as-zwipe-enters-agreement-with-an-industry-leading-payment-services-company-to-evaluate-biometric-payment-cards-for-the-north-american-market.html

Great news for a new pilot with MDP... https://www.avanza.se/placera/pressmeddelanden/2021/12/15/zwipe-as-zwipe-and-masria-digital-payments-to-pilot-next-generation-biometric-payment-cards-with-egyptian-bank.html

Bin dabei und lasse sie ein paar Jahre liegen! Stimmung ist super! 😆

Wie ist die Stimmung hier? Wer ist investiert, und wartet einfach ruhig auf schöne Kurse????

Los geht's

Schöner Anstieg 🤗

To the next level with MDP... http://www.febgate.com/47550

👍

Another fantastic press release... https://www.avanza.se/placera/pressmeddelanden/2021/11/29/zwipe-as-zwipe-and-gepcom-to-bring-next-generation-payment-cards-to-the-kingdom-of-saudi-arabia.html

But this news is absolutely HUGE... https://www.avanza.se/placera/pressmeddelanden/2021/11/25/zwipe-as-zwipe-launches-biometric-solution-for-access-control-and-enters-collaborations-with-hid-global-legrand-and-southco.html

This news is quite hugh... https://www.avanza.se/placera/pressmeddelanden/2021/11/25/zwipe-as-zwipe-launches-innovative-enrolment-solutions-and-creates-breakthrough-for-issuers.html

New innovations... https://www.avanza.se/placera/pressmeddelanden/2021/11/25/zwipe-as-zwipe-launches-innovative-enrolment-solutions-and-creates-breakthrough-for-issuers.html

Yes, it will probably continue to rise. Still early days on the commercialisation path, and knowledge of Zwipe is still very low. One of Giesecke+Devrient or Thales are evaluating Zwipes platform ZPO and a result of that evaluation might come within 2021.

Sie werden noch steigen . Habe gestern nachgekauft