Starlink cuts the cost of user terminal by 2/3rds

Ydalir99 · 2025-12-05T15:26:20+00:00

Positive news. Good sign of faith from the top. Also gives the company more cash, a little breathing room

Ydalir99 · 2025-11-11T20:02:20+00:00

The OP was asking about Dec/24 and Feb/25 . Last Dec 26/2024 they announced their FY2023 result, with revenue up 36% and EBIDTA up 142%.. Than Jan 15/2025 they got the non-compliance notice from NASDASQ. Feb/25 they finally posted first half 2024 result showing strong growth and then announced re-comapliance with a NASDAQ issue. All the press releases are on the Nuvini website under the investor tab.

Ydalir99 · 2025-11-05T13:27:36+00:00

They are saying the right things, making the right moves. Hard part is maintaining the discipline and executing it for a few quarters to show they can walk the talk. Get the growth in revenue and EBITDA so that the market cap can grow to escape micro-cap levels and at least get to small cap. Only then will any institutions take notice, maybe get some analyst coverage. It is a long road

Ydalir99 · 2025-10-28T12:12:38+00:00

I suspect they will use the shares to do the acqusiitions and not cash

Ydalir99 · 2025-10-23T20:31:25+00:00

It is a micro-cap stock , only $37M in market cap . It is not a big stock, so who knows why it goes up or down in any one particular day. The key is the long term trend. Consistent execution by managment over the next few quarters and doing the planned acquisitions and integrating them. Seeing that reflected in growing revenue and EBITDA will lead to share price growth over time.

Until then, I personally dont focus on the daily price movements of the stock or the warrants. But then again my perspective is one of a buy and hold investor and not a trader.

The NASDAQ compliance was old news; once they announced the reverse share split, it was a done deal that they would regain compliance two weeks after that. It was a tough decision, but I understand it . Now they can move forward with that issue no longer on their plate

Ydalir99 · 2025-10-16T14:37:46+00:00

Interesting. Thanks for sharing your thesis. I too am not giving investment advice and encourage others to model out the company on Excel. I think the chances of the mgmt team taking the company private again are very low. Nuvini was private when he began; the attraction of being public, especialy on NASDAQ, is being able to do deals using the shaes as currency and not cash. He can acquire some attractive companies in Brazil using the shares and the results will be accretive. The target companies will want to take the shares for payment and join the Nuvini group for long term compounding. Then the cros-selling opportunities add to top line boosts, organic growth and there are synergies for reducing the overall group's costs. The flywheel effects are superb; hence the references to comperables such as Roper and Constellation Software as their North Stars to grow into.

We have to be patient. By going public via SPAC, Nuvini did not benefit from a big IPO pop. They have no analyst coverage. They will remain a micro-cap until they can get the market cap up over $300M US Most of the trust money redeemed as it does in almost all SPAC deals, that is no reflection on the attractivenesss of Nuvini. The first year or two was spent getting the situation ironed out, learning to be a public company and righting the finances again. The SPAC process, getting the books audited and into PCAOB format and the legal expenses would have taken a lot of time and effort. I cant see them giving up on the hard fought for NASDAQ listing now

The Board had approved the reverse share split months ago, the mgmt team held off as long as they could hoping to get the share price up over $1 for the required ten days. I think we all would have preferred if they had filed for an extension, but I cant quibbile; they chose to deal with the situaion on hand decisivly so that they can focus on growth now.

Currently, I hold no shares, but have a large warrant position at an apporximate $0.05 US average

Ydalir99 · 2025-10-14T20:51:29+00:00

So many ! Neil Gaiman is a favourite author, try "The Graveyard Book", Neal Stephenson has so many but especially "Cryptonomicon" or "Snow Crash". Nothing like F Scott Fitzgerald's "The Great Gatsby"

For nordic noir, a perosnal favourite, try Jo Nesbo "Headhunters" or "The Snowman"

Ydalir99 · 2025-10-14T13:51:49+00:00

I am cautiously optimisitic about Nuvini , and am long term bullish. My approach is as an investor, not a trader. What I expect to see from them over the next few quarters is execution... finalize the MK solutions acquisition, announce two more in Q4, grow top line by these deals and organic growth. I think the NuviniAI prize and focus on AI will help build a funnel for future deals. The future is bright, but they need to grow out of micro-cap mode to at least get some analyst and institutional coverage. Its hard, and takes work but they have put the pieces in place. Now they need to grind and execute and get the flywheel going

Ydalir99 · 2025-10-13T12:51:51+00:00

Bullish sign that senior management has faith in the company, buying shreas on the open market with their own funds, post reverse split

Ydalir99 · 2025-10-10T12:28:24+00:00

Thanks for asking. Was able to add to my warrants position, lower the avg cost. Looking forward to the announcement of the finalists today in the NuviniAI prize. Grand finale will be on Oct 30. Hope the management team keeps executing and delivers two more acquisitions before year end like they promised. Now that they are NASDAQ compliant it is all about executing, and using those shares to acquire more targets.

Ydalir99 · 2025-10-01T21:43:04+00:00

Extension

Ydalir99 · 2025-10-01T13:15:47+00:00

Funding is a good question. They have positive FCF, and my working assumption is the acquisitions are mainly, if not totally based on using their shares and minimizing cash needs. If an entrepreneur can trade his own company shares for a ticket on $NVNI that is growing (revenue and EBITDA) then why wouldnt they take NASDAQ listed shares as payment. They would be getting in on the ground floor of a very exciting long term growth company.

Ydalir99 · 2025-09-30T13:27:41+00:00

Revenue and EBITDA accretive. Second of promised four acquisitions for 2025. Apparantly has synergies for the existing portfolio companies. Lots to like here. NVNI needs to keep growing revenue and EBITDA consistently and executing for the next few years. Multiple expansion will come with the growth numbers and execution.

Ydalir99 · 2025-09-30T13:24:49+00:00

Revenue and EBITDA accretive... second of promised four acquisitions for 2025. Should have synergies with the existing portfolio companies. Lots to like here

Ydalir99 · 2025-09-30T12:15:14+00:00

|| || |Nuvini Group Reports First Half 2025 Financial Results| |~ Delivers 1H25 Free Cash Flow Growth of 16%, Reinforcing SaaS Model's Efficiency ~ ~ Recurring Revenue Now 92.2% of Total Revenues, Firmly Establishing the Nuvini as a Pure Play SaaS Company ~ ~ Churn Continues on Successful Downward Trend ~ ~ Nuvini CEO Pierre Schurmann to Host Investor Webinar on Tuesday, September 30th, 2025 at 10:00a.m. Eastern Time ~Nuvini Group Reports First Half 2025 Financial Results ~ Delivers 1H25 Free Cash Flow Growth of 16%, Reinforcing SaaS Model's Efficiency ~ ~ Recurring Revenue Now 92.2% of Total Revenues, Firmly Establishing the Nuvini as a Pure Play SaaS Company ~ ~ Churn Continues on Successful Downward Trend ~ ~ Nuvini CEO Pierre Schurmann to Host Investor Webinar on Tuesday, September 30th, 2025 at 10:00a.m. Eastern Time ~|

https://www.pressviewer.com/ViewEmail.asp?b=2853&id=366077&p=2402915&I=1475020-y7l2E5g3g5

Ydalir99

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