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
  createdAt
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
    forum {
      threadUrl
    }
    defaultInstrument {
      symbol
      id
    }
  }
  ...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 {
        threadUrl
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        symbol
        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
          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
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
}

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
    }
  }
}


optomed-plc-managers-transactions-tauriainen

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Optomed operates in the medical technology sector. The company conducts research and development of specialized eye cameras. Development takes place of both hardware and software that are resold under different brands. Operations are held on a global level, with the largest presence in the Nordic market. Customers consist of research institutes and hospitals. The company has its headquarters in Oulu.

Exactly. The company now has about 6.7 million in cash. In the past quarter, they burned through a million, which is indeed less than it used to be—if I recall correctly, it was around 1.5 million per quarter. The situation is somewhat improved by the capex order worth a couple of million announced in June. But since it’s unlikely all those cameras are sitting in stock, it will probably require more or less cash to manufacture them. And since AI solutions are also being sold, there needs to be money for those too, as expenses hit immediately while the revenue comes… eventually. Not to mention other operating expenses. So, how far will that 6 million actually last? You can’t let the cash pile run completely dry, so a share issue will likely be done sooner rather than later. The last private placement was done in 12/2025, when, according to the latest Q3 interim report, there was 5.3 million in the account. A quick look at the 2025 Q4 report suggests that around the time of the issue, there might have been something in the region of 4 million in cash. We aren’t that far from that level at this burn rate, are we? I haven’t had time to watch Kinnunen’s interview yet, but if they were painting a picture of hundreds of percent growth in ARR as I understood from reading the thread, that’s a pretty wild promise even for Himberg. Q-on-Q, ARR revenue has grown by about 50,000 euros, which doesn’t exactly move the needle much. Of course, since the beginning of the year, some of the software revenue previously reported as ARR has been reported as recognized at a single point in time, which may dampen the reported growth of the ARR. However, since we don’t know how the ARR is split between hardware and software, and considering the weak growth in the hardware segment, I assume that those AI camera solutions haven’t exactly been flying off the shelves yet.

Small observations on the balance sheet: Inventory:  31 Dec 2025: €2.382M 31 Mar 2026: €2.781M 30 Jun 2026: €2.913M  The value of Optomed’s inventory has grown steadily throughout the year, so it will be interesting to see how it clears in H2/2026 once the $2.1M USD deal scheduled for delivery is completed.

Yes. I was thinking exactly the same thing during the opening dip, that it’s being served up on a silver platter right now. The situation is many times better and the outlook is brighter than before the big acquisition in the summer, yet the dip is down to the same level as before the deal.

Himberg’s interview was, for once, full of good points, and his demeanor was even downright relaxed:  The technological risk has been removed.  The market is not rejecting the new technology.  There is no need to chase individual deals across the globe; instead, we can focus on the U.S. market with Aurora AEYE and cut back on R&D costs. Strategic choice: focusing on key markets and strengthening sales. We are confident in revenue growth during the latter part of the year. Demand outlook: major negotiations ongoing. Cash flow will improve in the future. The business model does not consume cash or require working capital to the same extent as capital sales. Sales and deployments have accelerated thanks to the EPIC integration. Other integrations are in preparation. Focus is on developing integrations. We are approaching positive earnings. Software: profitable, tender processes ongoing, with a high probability of winning some, delivery projects in H2, and invoicing is increasing.  And there was no making excuses here; the figures in the income statement told the same story. An interesting reaction in the share price first thing in the morning. It dipped almost -10% (back to the same level as in June before the deal was announced), meaning the market only knew how to read the top line of the results, and after that, it was just the usual nonsense. By the afternoon, it corrected to sensible numbers. I am calm regarding the company. By all logic, this should bounce back to pre-May earnings levels in a heartbeat. Until then, keep calm and carry on.

Juho strongly implied that RR (recurring revenue) will start to show more clearly in the Q3 and Q4 figures. Presumably, no billing accumulates during pilots and trials, and it’s likely we are now getting past that phase.

My two cents on the results released today. To be honest, my first reaction when the report was released was “here we go again,” but after chewing on it a bit more, the feeling improved. That recurring revenue continued to grow, which is what every Optomed shareholder hopes for, and that is the most important thing here. In my opinion, investors don’t quite understand how this “hockey stick” growth will manifest at some point. If we are talking about hundreds of percent in U.S. growth, you can imagine what that growth would look like if it had been delivered as Capex. The improvement in the gross margin also signals that things are brewing under the surface. I personally believe that Q3 is going to be strong, as a larger portion of that big 2.1M deal will be recorded then. And that might still come as a surprise to the market. If this beast continues to run at this pace, I expect the current cash position will last without needing share issues. We are not that far from the break-even point, after which that recurring revenue will keep the shareholders smiling. The absence of any mention of China and Big Pharma in the interview was a bit strange, especially since the meritorious social media followers here have reported a lot of activity from that direction. These are hardly priced into the stock anymore. After all, Juho was expecting revenue from China in H2, and now we can only hope that nothing has changed regarding that. I also think Juho’s delivery in the interview was on much firmer ground than in the last few interviews. I will continue my journey on this ride and, for now, I believe the CEO’s story.

I was just about to write the same thing, but you beat me to it… I’ll post my own thoughts here anyway. Amidst all this talk of share issues, it’s worth keeping in mind that the CEO is the face of the company, and sometimes even a salesman for investors. In my short investing career, I’ve heard so many CEOs publicly deny a share issue that was just around the corner, so these statements shouldn’t be given too much weight. Imagine a situation where a CEO admits that an issue is coming or even being planned—the share price would collapse immediately. In my eyes, a share issue is just as likely as it was before Himber’s comments, meaning it’s completely possible; the only thing we can try to estimate is the timing. Personally, I would bet on a potential share issue after this ~$2M deal is realized, once we have another quarter or two of better performance under our belts, giving the share price a boost and making the issue look more like growth financing rather than a distress offering, which would make the dilution less brutal. Of course, it could also happen that this amount, realized during H2, buys enough time and opportunity for the business to develop that a share issue might even be avoided, but it’s worth noting the timeline on which deals have materialized so far. It’s rare to achieve strong growth by tightening the belt.

Optomed

Optomed Plc - Managers' transactions - Tauriainen 14 August 2026 at 13.00 HelsinkiOptomed Plc - Managers' transactions - Tauriainen____________________________________________Person subject ...

Optomed Plc - Managers' transactions - Tauriainen 14 August 2026 at 13.00 HelsinkiOptomed Plc - Managers' transactions - Tauriainen____________________________________________Person subject to the notification requirementName: Tauriainen, ReijoPosition: Member of the Board/Deputy memberIssuer: Optomed PlcLEI: 7437009IVYWGEE4S7B77Notification type: INITIAL NOTIFICATIONReference number: 7437009IVYWGEE4S7B77_20260814094749_88____________________________________________Transaction date: 2026-08-13Venue not applicableInstrument type: SHAREISIN: FI4000410881Nature of the transaction: RECEIPT OF A SHARE-BASED INCENTIVETransaction details(1): Volume: 4735 Unit price: 0.00 EURAggregated transactions(1): Volume: 4735 Volume weighted average price: 0.00 EUR<div></div>