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

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

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 ->

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

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

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 ->

research2discovery@r2discovery.bsky.social · last yr.

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

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

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

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 ->

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 ->

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 ->

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 ->

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 ->

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 ->

research2discovery@r2discovery.bsky.social · last yr.

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 ->

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 ->

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.

VGT Gaming News@vgtgamingnews.bsky.social · last yr.

Remedy announced that they have surpassed 1 million players in FBC: Firebreak. Have you tried it yet?

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

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 ->

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

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 ->

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 ->

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 ->

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 ->

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.

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->

Dang $REMEDY great to see they are in strike mode now💥 "FBC: Firebreak Proves Remedy Can Make An Insanely Fun Multiplayer Game" x.com/TheKoalition...

The Koalition on X: "FBC: Firebreak is Remedy's first multiplayer game, and it simply doesn't miss a beat. Check out our Editor-in-Chief @richbaileyjr hands-on preview for more details #FBCFirebreak https://t.co/7jtxQNKI1L" / X

FBC: Firebreak is Remedy's first multiplayer game, and it simply doesn't miss a beat. Check out our Editor-in-Chief @richbaileyjr hands-on preview for more details #FBCFirebreak https://t.co/7jtxQNKI1L

x.com

$REMEDY FBC Firebreak just hit very exciting news💥 x.com/RiotRMD/stat...

Thomas Puha on X: "Last day at Play Days. Response to FBC: Firebreak has been awesome. Really great to see a lot of excitement as players get to grips with the game. Been talking more about post launch content to folks here. We’ll have more comms on that next week once we are back in the office. https://t.co/EFZKlvLLky" / X

Last day at Play Days. Response to FBC: Firebreak has been awesome. Really great to see a lot of excitement as players get to grips with the game. Been talking more about post launch content to folks here. We’ll have more comms on that next week once we are back in the office. https://t.co/EFZKlvLLky

x.com

$REMEDY FBC Firebreak demo 💪🎉 "So damn fun" x.com/LUPASAN2/sta...

LUPASAN on X: "@Maziio SO DAMN FUN!!! Definitely streaming that!!!" / X

@Maziio SO DAMN FUN!!! Definitely streaming that!!!

x.com

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

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 ->

research2discovery@r2discovery.bsky.social · last yr.

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