Metacon

Given that the share price has fallen by roughly 35% since our last update, we believe the risk/reward has become more favorable, with the company now trading in the lower end of our fair value range.

In our view, this is a logical and necessary step to reduce cash burn and extend the company's financial runway.

6:25

I analytikerintervjun diskuterar vi pipelinen, finansieringsbehovet och faktorerna bakom vår rekommendation efter Q2-rapporten.

While Metacon delivered continued backlog execution in its Q2 report, the main takeaways in our view were the weak order intake and management's commentary on the slow market development.

19:13

Vi tog ett snack med bolagets VD och CFO om projekten i Grekland och Rumänien samt finansiella positionen efter H1'26.

We expect Metacon's Q2 report to show continued strong growth, while we anticipate earnings will remain negative due to the ongoing commercial scale-up.