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
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

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
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          slug
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... 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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

I was also waiting for some signal of Meltwater’s operations turning green. But in the current market situation, various marketing and monitoring services are easily cut in the name of savings. And the direction didn’t seem any better in this regard, at least for now. In the long run, of course, the situation could potentially be different. Among domestic peers, M-Brain and M-Brain Insight, which are more familiar to me, continue along the same lines. Operations simply aren’t being made profitable and revenue is in a clear decline year after year.  2021 figures from Finder Group   And Insight   Well, that’s one less company to follow

Sigh – bad news. I hold a position myself and I’m certainly nowhere near that 18 NOK price. I’ve been waiting for those sales to turn profitable as well and for the share price to skyrocket as a result.  The offer seemed to include an option to roll over ownership into this newly formed private company, provided the offeror maintains a majority stake. I’m definitely going to play this card. I suspect this will be re-listed on the exchange later on.

There goes Meltwater from the stock exchange. People on the other board have been speculating about a takeover bid for a good while now, and it’s finally happening at a price of 18 NOK – or at least if no better offer comes along. I had it on my watchlist and was thinking about taking a speculative position, but I had too much capital tied up elsewhere                    newsweb.oslobors.no              NewsWeb                               THE BOARD OF DIRECTORS OF MELTWATER CONCLUDES STRATEGIC REVIEW AND UNANIMOUSLY RECOMMENDS AN INTENDED VOLUNTARY OFFER FROM MW INVESTMENT B.V. TO ACQUIRE ALL SHARES OF MELTWATER • Meltwater shareholders to receive NOK 18 per share, to be settled in cash, shares in the Offeror or a combination thereof.  • The Offer Price represents a premium of 36% to the last traded price of NOK 13.25 as per 18 January 2023 and 135% to the last traded price of NOK 7.67 as per 14 September 2022, the day immediately preceding announcement of the strategic review.  • The Offeror is controlled by Altor and Marlin.  • The Board supports and unanimously recommends the Offer.  • The Offer and the launch thereof are subject to certain terms and conditions of a transaction agreement between Meltwater and the Offeror, which includes a minimum acceptance level of 95% of the shares, which will be lowered to 80% if Meltwater’s shareholders vote in favour of certain post completion restructuring measures (as described below). The Offer is expected to be launched at the end of Q1 2023.  • The Offeror has received an irrevocable pre-acceptance to accept the Offer from shareholders representing 29% of the issued and outstanding Meltwater shares as at the date hereof. Together with Altor’s holding in Meltwater through its portfolio company Big Data Holding Ltd, the Offer is supported by shareholders representing 41% of the Meltwater’s issued and outstanding shares as at the date hereof.  • Meltwater to become a private company upon completion of the transaction.  • Meltwater provides a preliminary update on Q4 2022 financial results.

No wonder there have been indications. Market capitalization around 230 million and largely recurring revenue-based revenue this year 440-445 million dollars: “Meltwater announces review of strategic alternatives and reiterates third quarter and full year 2022 guidance”                   newsweb.oslobors.no              NewsWeb

Meltwater Trading Update Q2 2022            meltwater-site.cdn.prismic.io              7cbc67d9-22ec-435e-891b-c459cac09875_Meltwater+Trading+Update+Q2+2022.pdf    226.33 KB                            Growth continues despite a challenging operating environment. This is just an interim update on sales progress. The Q2 report is due at the end of August.  The Q2 2022 report is scheduled for release on August 30th, 2022. Revenue guidance for Q3 2022 will be provided as part of this release; the report will include development in both actual currency and using 2021 FX rates for YoY comparison. The full Income Statement will be shared as part of the Q2 2022 report.  Pareto’s comments

Let’s throw this in here, since M-Brain was mentioned at the beginning.            sttinfo.fi              Yrityskauppa: M-Brain partneroituu pohjoismaisen sijoitusyhtiön Monterron...    Johtava pohjoismainen software-kasvuyrityksiin keskittynyt sijoitusyhtiö Monterro ostaa osake-enemmistön suomalaisesta kilpailija- ja markkinatiedon SaaS-ratkaisuja tarjoavasta M-Brainista. Monterro tuo M-Brainiin myös lisäpääomaa, jolla tehostetaan...                             So Monterra is buying M-Brain. M-Brain Insight had apparently already moved elsewhere, which is also reflected in the drop in revenue.

Gross margin was now 70.8%. If ARR is forecast to be $510M at the end of the year and the margin is 70%, then we reach $357M. Divided by quarter, this is $89M. This is roughly the same as Q1/22 operating expenses. Then about those costs:  Q1 losses $12.4M Of this, €12.9M is share-based compensation  And yes, this is an essential part of compensation for a listed company, but the amount is quite large in relation to other costs.  However, according to the report, $8.9M of these are one-off costs, as the redemption of restricted stock units (RSU) was changed.  However, throughout 2021, share-based compensation was $60.4M. That is, proportionally the same value as in Q1/22.  How one-off are these compensations on this scale? From the annual report, 2021 vs 2020    More people are constantly joining the company, which is expected with acquisitions and growth. Thus, it can also be assumed that operating costs will increase further.   Edit: let’s also add information about share repurchases and employee share purchases in December Ongoing share buyback program January 17 - May 31, 2022                  newsweb.oslobors.no              NewsWeb                               The repurchases hereunder will be conducted in the period from 17 January 2022 until and including 31 May 2022. The repurchases will be up to a maximum of 11,960,000 shares, and an aggregate maximum amount of USD 25 million.   Any shares acquired as part of the buyback will be used as consideration in future acquisitions by the company or, absent this, be cancelled. Any shares purchased will be held in treasury until used for the above purposes.  May 23, 2022 update on repurchases  Under the program, Meltwater has in the period from 16 May to 20 May 2022 repurchased 499,356 own shares on Oslo Børs at an average price of NOK 12.41 per share. Following the repurchases, Meltwater owns 13,839,755 own shares. The duration of the buyback program is 31 May 2022. Following the repurchases made since 17 January 2022, 1,331,263 shares remain under this part of the buy back program  And the previous one, which started on December 1, 2021, and ended on January 11, 2022, was mainly related to compensation arrangements.  It is likely related to the RSU arrangement.                   newsweb.oslobors.no              NewsWeb                               Additionally the company intends, in connection with the expiry of agreed lock-ups, to facilitate an opportunity for employee holders to sell up to 25% of their total holdings through an employee offer. The employees who participate will then be subject to a further 3-month lock-up. The price per share to be paid in the offer, to be carried out in December 2021, will be equal to the volume weighted average trading price in a 5-trading day period starting 10 trading days after launch. The buyback offer to employees will be capped at 25m USD.

Meltwater

See announcement from Meltwater N.V. (the "Company") on 04.08.2023 at 07.50 CET. Oslo Børs has suspended trading in the shares of the Company in accordance with the announced voluntary offer...

<pre>See announcement from Meltwater N.V. (the "Company") on 04.08.2023 at 07.50 CET.<br>Oslo Børs has suspended trading in the shares of the Company in accordance with<br>the announced voluntary offer.<br></pre>

OSLO BØRS - TRADING SUSPENSION

OSLO BØRS - TRADING SUSPENSION