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
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

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
    }
    ... 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
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      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
    }
  }
}


modulight-checking-estimates-ahead-q2-report

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Antti Siltanen

Modulight operates in the technology industry. The company designs, markets, and produces biomedical laser products used in oncology, genetics, and ophthalmology. The customers primarily consist of hospitals and corporate customers operating in medical technology. In addition to the main business, various value-added services are also offered. Their main market is the US.

Has there been any significant or noteworthy development in the IQM and Modulight quantum computing collaboration, or is it just a basic partnership? I’ve seen some articles on the topic.

Good company presentation. Exuding confidence. Also remembered the 2024 talks about commercialization. Now said that there hasn’t been anything to publish so far.

A new, just under half an hour long Modu and Orsila.https://youtu.be/tk0nQENR9DU?si=9MU7U32q6KifMSdf&t=4

My previous message in the thread 4 years ago. Modu designs lasers, which is potentially a very lucrative part of the value chain, if it can differentiate itself. However, I don’t see any indications of that yet. Has anyone figured out what is done at Modu’s factory? It advertises itself as “vertically integrated” but that can’t be true. It’s probably assembly. Surely the critical instruments come from elsewhere. The annual report is coated with ESG nonsense; I simply can’t get a clear picture of the matter. Who knows? Loss 2x revenue. Still, Modu is not an investable company for me.

I also recently invested a bit in Modulight. I’ve also noticed the quietness; it’s clearly the quietest company among my investments.

It’s quiet, regrettably quiet. Trading is almost at zero. This is how the years pass, big promises have turned into silence.

Orsila has bought 21,000 units. A good sign for me.

Modulight

Our Q2 estimates have expected strong growth from the company, based on the start of commercialization of the ophthalmic laser during Q2'23. The company has also referred to other projects with significant revenue potential in 2023. We are lowering our Q2 estimates as there was no news on these growth drivers during Q2. We will look at our estimates for the rest of the year and the coming years as well as our recommendation in next week's report. 

<p>Our Q2 estimates have expected strong growth from the company, based on the start of commercialization of the ophthalmic laser during Q2'23. The company has also referred to other projects with significant revenue potential in 2023. We are lowering our Q2 estimates as there was no news on these growth drivers during Q2. We will look at our estimates for the rest of the year and the coming years as well as our recommendation in next week's report. </p> 

	2022	23e	24e
Revenue	4.6	9.1	12.6
growth-%	-49.3 %	98.7 %	37.6 %
EBIT (adj.)	-7.8	-5.2	-2.9
EBIT-% (adj.)	-169.5 %	-56.7 %	-22.8 %
EPS (adj.)	-0.20	-0.12	-0.06
Dividend	0.00	0.00	0.00
Dividend %
P/E (adj.)	neg.	neg.	neg.
EV/EBITDA	neg.	neg.	neg.

Modulight: Checking estimates ahead of the Q2 report

Key Estimate Figures01.05.2023

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