contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


carlsquare-research-update-lohilo-foods-q1-2025-solid-cost-control-ahead-of-high-season

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Lohilo Foods operates in the food industry. The company is a producer and distributor of food products such as ice cream, drinks and protein bars. The business is operated throughout the Nordic market via several production and distribution facilities. The customers mainly consist of wholesalers and private players. The company has its headquarters in Växjö.

The Q1/24 results released today strongly confirmed my previous post. The stock bottomed out pretty much to the day of my last writing and has since increased more than 2.5-fold, but I bet there is still quite a long way to go if things continue to straighten out.

That is not entirely true. You should read the latest report and outlook. They expect 10% revenue growth and at least a 5% EBITDA margin for this year. Additionally, they explicitly state in the outlook that there is no longer a need for a share issue this year. The situation has therefore changed for the better.

Operating cash flow is negative and a share issue is looming. Operations would need to be turned profitable immediately, or soon the company will no longer exist.  Revenue was also down -25% in Q4…

Is anyone still following this?  The company has at least become quite cheap – the market cap is now under €3m, yet revenue is around €16m, and there should be a positive EBITDA for this year with no further refinancing needs according to the latest announcement. One would think there’s some kind of interesting asymmetric risk starting to develop here – potential for a multi-bagger?

Lohilo has gained a foothold in the Normal chain.            lohilofoods.com              9d05b3_6c2480fcb2e64ec19afe20aeaad25334.pdf    561.26 KB

LOHILO Unicorn Dreams energy drink recall https://www.ruokavirasto.fi/elintarvikkeet/ohjeita-kuluttajille/takaisinvedot-2023-/energiajuomassa-eussa-hyvaksymatonta-variainetta/

Lohilo’s Dämn Good ice cream featured in IS’s “health ice cream” comparison: IS ice cream comparison Of the ice creams included in the comparison, Lohilo’s ice cream has the highest protein content, but the same ice cream was criticized for its lack of flavor.

Lohilo Foods

Carlsquare Equity Research has published a research update following the Q1 2025 report. Read the full update here. About CarlsquareCarlsquare is a global research firm and financial advisor...

<div class="mfn-body"><p>Carlsquare Equity Research has published a research update following the Q1 2025 report. </p><p><a rel="noopener" href="https://carlsquare.com/equity-research-lohilo-foods-q1-2025-solid-cost-control-ahead-of-high-season/">Read the full update here.</a> </p></div><div class="mfn-footer mfn-about mfn-ff317aff455d"><p><strong class="mfn-heading-1">About Carlsquare</strong></p><hr><p>Carlsquare is a global research firm and financial advisor, focusing on M&amp;A, Equity<br>Research and Growth Equity. Carlsquare has 150 employees with deep sector knowledge in all 11<br>GICS sectors. The senior equity research team has extensive experience about the stock<br>environment and several business sectors. The team produces company research reports,<br>independent valuations and trading notes. The group have offices in Canada, Denmark, France, Germany, Poland, Sweden, United Kingdom and United States. <a rel="noopener" href="https://www.carlsquare.com/">Read more</a></p></div><div class="mfn-footer mfn-contacts mfn-6ca94a02479e"><p><strong class="mfn-heading-1">Contacts</strong></p><hr><p><strong>MARKUS AUGUSTSSON</strong><br>Head of Equity Research<br><a rel="noopener" href="mailto:markus.augustsson@carlsquare.com">markus.augustsson@carlsquare.com</a><br>+46 (0)76 235 03 20<br>&nbsp;<br><strong>NIKLAS ELMHAMMER</strong><br>Senior Equity Analyst<br>niklas.elmhammer@carlsquare.com<br>+46 (0)70 898 39 59</p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong></p><hr><p><a rel="noopener" href="https://storage.mfn.se/c4c7d691-ce84-4a81-8689-fa0890f32ef5/research-update-lohilo-foods-q1-2025-solid-cost-control-ahead-of-high-season.pdf" class="mfn-generated mfn-primary">Research update, Lohilo Foods Q1 2025: Solid cost control ahead of high season</a></p></div>