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Q3 2024 Presentation and Q&A

Thu, 14 Nov, 2024, 11:00 – 12:00
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How does this Q&A work:

This company invites all interested, both current investors and potential investors to participate in this event, ask questions directly on this page before the event starts and upvote those questions you would like addressed.

The company will address as many questions as possible, and focus on those questions most wanted by investors.

Speakers at this event:

Morten Brøgger
CEO
Christian Læsø
CFO

5 Questions

A
A**** *****
Nov. 14, 2024

Regarding scaleability, your staff costs has declined sharply from Q2 to Q3 Staff cost has decreased by 3 million. Have you now reached the level you need and how much do you believe you can grow revenue before having to increase staff level again? Can you explain the scaleability here to help me understand the trajectory over the next 12 months?

S
S**** *****
Nov. 14, 2024

Your EBITDA is developing in the right direction, but still a quite high negative margin. Do you expect to see a quarter of positive EBITDA-margin in 2025?

A
A**** *****
Nov. 14, 2024

It seems like a quite steep downgrade on ARR looking at the fact that we only have 1,5 months left of 2024. Can you explain this sharp downgrade?

S
S**** *****
Oct. 24, 2024

Regarding Point Consulting, as I understand it you are not buying the company but just contracts and technology? Can you explain the acquisition and also how you can add 75% in EBITDA-margin and can this acquisition be duplicated in the future, meaning can you handle acquiring more contracts without adding more employees or how scaleable is the model at the moment?

S
S**** *****
Oct. 24, 2024

Acquisitions can be an interesting strategy for listed companies, buying companies at a lower multiple outside the public market, and increasing margins etc. Can you explain a bit about, what you believe is your secret sauce when it comes to acquisitions?