The guidance is broad and has no upper limit in this case. There’s no point in announcing it if it’s within the guidelines. Besides, if it’s difficult to give an exact precise estimate, I don’t see any point in elaborating on it at this point in the year. Talking won’t turn black into white. The numbers are what matter, and they will be seen in due course.
5 Likes
I wonder if this Danish deal has been announced at all? The advent calendar might be seriously off. The only trade announcement this could match was from July, and I don’t believe in such a long delivery time.
The July deal this might be related to would be this one: Nexstim - Press-release
The end customer is a Nordic therapy clinic that is acquiring their first Nexstim system. So, Denmark is not directly mentioned in that announcement either.
Edit. And that Privathospitalet Mølholm is not a therapy clinic either. So, unannounced deals have been made, and a positive surprise is surely coming at some point!
26 Likes
I just saw the same thing myself. I’ve come to the conclusion that no deals will be announced for December. Otherwise, it would be too easy to calculate, for example, Brainlab’s share of sales from them. (If that information was meant to be kept private). And if only one or two of our own deals are announced, that would truly cause panic among investors. I personally hold somewhere over ten thousand shares and I’m staying on board.
7 Likes
It’s a bit nerve-wracking what will come out of it when nothing is announced. I’d like to add more, but what if… It’s already one of the biggest in the portfolio. On the other hand, the future looks promising anyway. A considerable rise is expected if sales come in even as expected.
5 Likes
I have speculated that the end of the year may have also focused on many NBS6 updates that do not cross the reporting threshold. This year, however, Nexstim has announced quite a few deals earlier than usual. The CEO, if I recall correctly, announced at some summer/autumn event that it would be more cost-effective for the customer to order the device then (before NBS 6 approval) immediately + with an NBS6 upgrade option than to wait/postpone the entire device acquisition until they can get an NBS6 approved device later.
This could explain the phenomena seen this year (a lot of orders announced already in the summer when order announcements usually come in December or at the turn of the year, as well as a quiet end of the year so far regarding announcements).
Or then Brainlab’s 4 million. The required sales have already been met with orders for 2025, and Brainlab has no interest in closing more deals for 2025. If deals can be shifted a few weeks immediately into 2026, then with those, Brainlab can start to meet its 2026 sales targets (although nothing has been informed about whether similar agreements have been made for 2026, but I would consider it a quite possible scenario that some minimum sales would have been agreed upon for 2026 as well).
I don’t personally recall such an announcement from Karvinen, but I find this reasoning more sensible than the sudden cessation of store announcements. Customs issues also certainly boosted trading to some extent, even though the CEO said it had little, if any, weight. Still valid as a sales argument.
For a moment, I was already looking into loans from the bank, but I think I’ll stick to my current approach. Too much speculation and too little fact for me to make moves in either direction.
Trading volume is still low, and fluctuations during quiet periods are normal.