1Mes·

Trying new sectors

Just added a small position in $CLAV (-4,38%) Clavister Holdings - a Swedish cybersecurity company.

Why I invested:

- Recent major defense contracts (53 MSEK with BAE Systems + 8 MSEK naval contract)

- Expanding from land-based to naval cybersecurity - growing market with less competition

- 25+ years experience serving customers in 150+ countries

- AI-powered solutions gaining traction in military applications

I'm diversifying into Nordic companies because I believe these northern European markets will be more resilient during volatile times. Strong innovation culture combined with economic stability.

Quick question: Do you know any other promising Nordic companies worth checking out? Always looking for hidden gems in Scandinavia!

#NordicTech #Cybersecurity #Diversification

24.09

CLA

Clavister Hldg

Acquistato a 0,407 €

3 Commenti

Laurens@Scartex94

2Settimana

Id suggest Kebni Ab

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José@Balance_seeker

2Settimana

@Scartex94 Can you share some interesting news about $KEBNI B future? It doesn't seem too brigth ...

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Laurens@Scartex94

2Settimana

@Balance_seeker Upside potential: Entering growth markets (drones, LEO satcom, defence) may provide a tailwind if Kebni wins further contracts and scales production.

Niche positioning: Its combination of inertial sensing + satcom + stabilization is somewhat specialised, which may give it an edge vs. more generic tech suppliers.

Recent momentum: Contract wins + partnerships may signal early momentum, which for small cap companies can translate into outsized growth if things go well.

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