Saf News May
https://www.saftehnika.com/#news-530

WBR seems are buying last two weeks and increasing stake in SAF, as I remember SWBR always know what to do before results Waiting for very good quarter

The Group closed Q3 of the FY 2016/2017 with the profit of 324 thousand EUR (unaudited). The unaudited consolidated result for 9 months of the FY 2016/2017 is the profit of 1.15 million EUR, which is by 797 thousand more compared to the 353 thousand EUR profit which was the Group`s result of the 9 month period of previous FY 2015/2016.

What can I say... I didn't expect such increase in profit.. >5m EUR net cash even if they won't touch Q4 cash they could pay back through div 2.5m EUR (75% of current ret.profit) -> >18% margin on today's price..

however SAF should improve their skills on financial docs/presentation - in each of them there are mistakes. (this time for ex.page 13# 2014/2015 are copy paste mistake for 2015/2016)

EPS - 0,39 in 9 months; Last years 9m - 0,11

Uzmetus aki detaliau i P&L praeitu ir siu metu du idomesni aspektai:
- pajamu augimas +18% kiek virsyja DU eilutes augima +16% (darbuotoju skaicius mazejo daug maziau, tad speju atlyginimai tam tikru poziciju paaugo atitinkamai. apie uzsiminta ir ju ataskaitoje)
- bonusu augimas +82% -> tikekimes dvi augimas bus toks pat
- del blogu skolu ir gautinu sumu valdymo suprastejimo idomesne aritmetika (jeigu DU ir bonusai butu islike panasiame praeitu metu lygyje, arba su min (+3% augimu) Pelno eiluiteje atsirastu 2m EUR vs. dabartiniu 1,25m EUR (augtu ne dvigubai o daugiau kaip tris kartus) zinute -> darbuotojai ir valdybos/management bonusai pasieme daugiau kaip praeitu metu 9men pelna.

SAF Tehnika JSC one of the leading microwave point-to-point equipment manufacturers, is venturing into smart metering terrane with new product line Aranet.

Aranet is an environmental internet of things ( IoT) temperature and humidity monitoring solution for variety of businesses. Product line consists of two solutions – Aranet MINI for smaller site size applications, and the Aranet PRO for industrial-grade deployment.

“Aranet is our attemt to conquer new markets,” says Zane Jozepa, Board member and CFO of SAF Tehnika, adding: “IoT is gaining traction globally, there’s an increasing demand for such products in private as well as corporate segments. Aranet is not only competitive pricewise, but as well is innovative and unique in a set of parameters”.

Aranet consists of a gateway and wireless sensors that are environmentally durable, have IP42 and can be placed outdoors and exposed to high levels of humidity. The sensors measure temperature and humidity and send data that can be analyzed with a help of a computer software.

The sensors have exceptionally low energy consumption that allows the sensors to function up to 10 years without battery replacement. The user can add up to 100 sensors within at least 3 km/1.9 mi line-of-sight distance from gateway.

Aranet PRO comes with free software. Easy to use interface allows viewing, analyzing and comparing data in real time from a computer, tablet or even a smartphone.

Aranet capabilities offer new solutions for different businesses including food manufacturing plants, grocery stores, warehouse management companies, museums and exhibition halls, hotels and restaurants, agricultural facilities, data centers and many others.

Visit www.aranet.com to learn more about SAF Tehnika’s newest product.

Jau dvi Baltiko įmonės dirba su IoT. Džiugu matyti, kad verslas neatsilieka technologiškai. Ačiū Jekabs už informaciją.

Нормунд Бергс (SAF): Про новый продукт и разумные дивиденды
http://www.naudaslietas.lv/2017/05/%D0%BD%D0%BE%D1%80%D0%BC%D1%83%D0%BD%D0%B4-%D0%B1%D0%B5%D1%80%D0%B3%D1%81-saf-%D0%BF%D1%80%D0%BE-%D0%BD%D0%BE%D0%B2%D1%8B%D0%B9-%D0%BF%D1%80%D0%BE%D0%B4%D1%83%D0%BA%D1%82-%D0%B8-%D1%80%D0%B0%D0%B7/comment-page-1/#comment-7639

Puikus pvz. kaip su mazomis apyvartomis gali numusti akcijos kaina -6.5% per kiek daugiau nei savaite.

Užmečiau meškerę dar žemiau. Vasara ilga.

SAF vasara labai aiskiai baigsis +/-7dienos pries Zolines.

dabartinis USD kurso kritimas EUR atzvilgiu stipriai paveiks galutine SAF pelno eilute (guanant >60% pajamu USD, kastus turint EUR)

9men turetas ~120k EUR gain is valiuto pokycio, manau kitu metu ataskaitoje gali atsirasti su minuso zenklu.

na - kokios nuomones del paskutines savaites +11%?

yra ziniu del div? metiniu rezultatu?

For Q4 of the FY 2016/17, the Group's unaudited consolidated net turnover was EUR 5.12 million, which is by 38% or EUR 1.42 million more than in Q4 of the previous financial year. It is the highest sales volume over the past 10 years. The Group finished the closing quarter of the financial year with profit of EUR 583 thousand (unaudited). The unaudited consolidated result for the FY 2016/17 is the turnover of EUR 17.05 million and unaudited profit of EUR 1.73 million.

P/E >9. Not so cheap.

EPS 30.06.2017. = 0.58 EUR - I think it go to dividend and possibility that more.

-327 000 EUR in 4 Q for EUR/USD rate.

As mentioned previously - USD/EUR rate is killing their performance. Q4 result shows it perfectly -> y-o-y impact 0.5m EUR!

Yearly results are great - however I would look on costs lines management more precise. (bonuses/wages incremental changes are way to high).

Perfect bad debts and COGS management in terms of revenue changes.

Looking to the long run -> P/E is becoming to high in terms of profitability and growth. (Keeping up with 10% profit margin for next year will be great result).

In overall -> all eyes on div payout amount (guessing it should be higher than EPS, +30% next to this)

Įdomus straipsnis - Спрыгнуть или сидеть? Нормунд Бергс (SAF) — о рекордах и дивидендах

Janis Bergs:
Но мы сейчас зашли во многие небольшие ниши. В целом, думаю, у нас там будет идти хорошо, оборот будет продолжать расти, и бизнес продолжит развиваться. У меня хорошее ощущение в данный момент насчет Америки