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
            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
  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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

StrongPoint is a technology company headquartered in Norway that supplies solutions to the grocery and retail sectors. The solutions include electronic shelf labels, self-service checkouts, cash handling and payment solutions, store management software, in-store and warehouse robotic solutions, click and collect package and grocery cabinets, in-store grocery picking systems and other e-commerce order fulfillment solutions, both manual and automated.

StrongPoint

* Strong international growth offset by the Nordics * Short-term Pricer headwind * Fair value range of NOK 8-18 per share A mixed Q4 StrongPoint delivered a mixed Q4: revenues were broadly flat...

* Strong international growth offset by the Nordics * Short-term Pricer headwind * Fair value range of NOK 8-18 per share A mixed Q4 StrongPoint delivered a mixed Q4: revenues were broadly flat y-o-y at NOK 342m (+1%), with strong international growth (UK &amp; Ireland +36%, Spain +58%, Baltics +14%) offset by a 16% decline in the Nordics due to fewer ESL rollouts versus last year. In addition, the move from Pricer to Vusion ESL in H2 2025 temporarily reduced volumes in the Nordics. Reported EBITDA fell to NOK -5m (vs. NOK 5m in Q4'24) driven largely by NOK 7m in non-recurring M&amp;A advisory costs; adjusted EBITDA was ~NOK 2m. For '25, revenue grew 4%, to NOK 1.36bn, and EBITDA improved to NOK 26m (NOK 33m excluding the Q4 one-offs). Short-term Pricer headwind Pricer-related recurring revenue (NOK 52m in 2025) will run off through 2026, creating a near-term headwind as it takes time to rebuild a similar recurring base with Vusion. Offsetting this, Vusion has already generated meaningful installation activity: NOK 90m revenue in '25 and NOK 19m gross profit, vs. ~NOK 26m gross profit from the Pricer recurring base. Management argues the move improves long-term positioning by expanding the portfolio beyond ESLs (e.g., next gen. batteryless ESL, shelf edge camera, etc.). StrongPoint and Vusion can also promote each other’s solutions to new customers and collaborate to integrate and enhance StrongPoint’s Order Picking with Vusion’s solutions. Fair value range of NOK 8-18 per share The past few years have not been smooth sailing, as project delays and long decision cycles have hampered momentum. However, StrongPoint has delivered improved EBITDA and recurring revenue in '25, pointing to strengthening core fundamentals and better operational traction. Over the medium to long term, we expect grocery retailers to increase technology investments. Our DCF indicates an equity value of ~NOK 600m, and we see a fair value range of NOK 8-18 per share.