It’ll be interesting to see if there’s still an ex-dividend drop tomorrow, as Inderes’ dividend calendar, for example, marks tomorrow, March 26th, as the ex-dividend date, even though the dividend doesn’t go ex until March 27th. I was wondering earlier why Kauppalehti said “Dividend goes ex in 2 days,” but it was actually correct there.
The record date (täsmäytyspäivä) has been set up a bit annoyingly, causing unnecessary confusion. I’ll make additions tomorrow if it dips for no reason.
Block trade of 10,000 units at a unit price of 14.09 EUR earlier today.
Soon we will see who is the buyer of the block. I would guess the Bromans or Mika Heikkilä’s magic touch. We’ll see soon. From the above call and otherwise, Paavola’s delivery is somehow convincing, and he immediately got things moving. And it’s nice that he’s putting more chips into the company he leads!
Likewise, a good presentation at today’s general meeting. It covered, among other things, thoughts on AI. Let’s hope the presentation will be available on the company’s website for everyone to see.
Will the dividend detach today or tomorrow? According to Inderes’ stock calendar, it should detach today, but Nordnet says tomorrow. At least the stock hasn’t reacted as if it would detach today:
Where can you see who bought the block? The amount was so small that it will get lost in the noise on the ownership list. The dividend will be ex-tomorrow, as discussed above.
You can get on the list of the 100 largest owners with about 6500 shares. With a purchase of 10000 shares, new owners will also make it onto the list.
On the other hand, given that the cumulative volume of the stock has increased by 800,000 shares since the last listing, a block of 10,000 shares will, of course, get lost in the noise.
CEO Teppo Paavola’s review of yesterday’s Annual General Meeting! 
It seems that the Sp fund has been selling regardless of price. In many other company threads, Säästöpankki’s (Savings Bank) small-cap funds have been revealed as net sellers, while Proprius has increased its holdings: Osakkeenomistajat ja liputusilmoitukset - Enento
Interesting changes in the owner list. Especially Teppo Paavola’s ownership is already quite significant, not just a formal ownership of a few shares. There are also a few other interesting additions, such as Savolainen and Two Sigma’s buy-ins. It would be interesting to know what they now see significantly improving in Enento?
However, the macro outlook is subdued, there is still a slight fear of regulatory changes in Sweden, and the organization still does not seem to have growth ambitions, focusing only on beautifying EBITDA and paying dividends.
I am still of the opinion that Enento is a great company with potential for so much, their data management expertise is at an incredible level already in their basic products, and they could build new sales channels abroad for all product areas (excluding credit information) at any time, but there still doesn’t seem to be any interest. The guidance at the beginning of the year was a huge disappointment due to the new CEO, which has started to erode faith in a real growth strategy, meaning Jäger’s line continues (everything out as dividends and taking care of old customers).
