02 May 2022
Auto Partner Slowly growing business of car parts distributor
Auto Partner SA in 30s Auto Partner SA group is the distributor of parts for automobiles offering wide range of products starting from suspension and ending on electrical systems and engines. Company has grown it’s market share, in 2016 it represented 6% and now it is 10%, in Poland of course. Since number of used cars increases, we have many governmental subvention for families and market of used car is inflations resistant (you need to replace your broken engine if is not cheap) we find an Auto Partner SA an interesting company.
18 April 2022 Brand 24
Brand 24 growing polish SaaS company
Brand24 is Polish SaaS company that offers analysis of marketing strategy evaluation by monitoring clients commercial content on social media, blogs or information services. Brand 24 also helps to protect companies image thanks to quick access to discussion group, analysis of marketing, tracking competition, observing client relation and finally by engagement with clients on the internet forum. Even though this a growing company taking up more and more market they are profitable. We also see that key numbers like ARPU and MRR are constantly growing from year to year and even quarter to quarter. For these reason we find this company interesting.
02 April 2022 DataWalk
DataWalk: Big data platform serving law enforcement and insurance sector
DataWalk is a graph platform able to analyze big set of data. It’s software helps to fight financial fraud and is used in law enforcement sector especially in USA. Company is at early stage of development with y/y double digits income growth at expense of positive gross margins and profit. However at this stage DataWalk has already build up big portfolio of client, which increase on yearly basis. Keeping in mind that market of big data is constantly growing we find this company interesting.
13 March 2022 Pure Biologics
Pure Biologics: Biological medicine for targeted cancer therapy
Pure biologics is a biotechnology company whose research aims to develop new biological medicine and medical products based on antibodies and aptamers. Antibodies aims at serving for targeted therapy of cancer, while aptamers could be used as biological filters for rare disease. Company conducts 6 projects in these areas with one project in preclinical phase. Taking into account the market cap of the stock and possible commercialization of products we find a Pure Biologics an interesting stock
27 February 2022 Vigo System
Vigo System: high tech company in photonic market
Vigo System operators in promising market of photonics. It’s infrared detectors have wide range of application starting from medicine and ending at army. With newly introduced segment of semiconductors company is ready to enters the market of lidar, electronic wearable and 3D face recognition. Company has know how is hard to copy in this promising market. Vigo System is a interesting match for long term investing.
12 February 2022 Arctic Paper
How Arctic Paper is moving to renewable package solution
Arctic paper is a Polish-Swedish company in a paper business, it produces high quality graphic paper aimed at calendars, commercial leaflets and other promotional material. Arctic has also shares in company Rottneros which produces pulp, serving for paper production. This mix gives a good hedging; when pulp prices are down they simply earn less on the pulp and more on the paper, this producing stable EBIDTA through the year. It seems to be like predictable business but in their 4P horizon company aims to shift more from the graphical paper production to package paper and renewable energy production for this reason we are interested in this company.
19 January 2022 Wittchen
How Wittchen returns stronger after COVID
The WITTCHEN Group operates in market of luxury goods mainly gloves, purses (made of artificial leather). However WITTCHEN is mostly know in Poland for producing suitcases. During Covid company took a doubles hit, due to travel ban and closed shopping malls. However company overcome this problems. First by diversifying their offer and focus more on purses and other accessories. Secondly by increasing ecommerce sales in country and abroad. After Covid company were able to generates more earrings since ecommerce abroad business has better margins. Company is still expanding by opening new ecommerce shops marketplace as well physical retails business. With less travel restriction after Covid company is interesting idea.
05 January 2022 GRODNO
Grodno: Renewable energy provider for the green Poland
Grodno a family business that operates in Poland since 1990. Grodno offer consulting, design and execution of the project concerning electrical, lighting and RES (renewable energy source) for recipients which are both households, small and medium-sized enterprises, budgetary units of local governments or industrial plants. Being well know player on the electrotechnical market in recent years company put more focus on the renewable energy source. Till now the company proved this shift by generating income form RES which has already been growing 80 % /y/y and now generates approximately 30 percent of the total income, when compared to 6 % in 2019. With Europe focus more on green energy we find this company interesting.
19 December 2021 11 bit studios
11 bit studios waiting for Frostpunk 2
11 bit studios develops games with a Philosophy of meaningful entertainment. With games like Frostpunk and This War of Mine company proved to be top player. By producing DLC to the existing games and launching it on others Platforms 11 bit studios showed that is able to monetize the existing products. Recently company announce the premier of Frostpunk 2 which is highly expected by players and investors.