The most interesting Scandinavian IPO this year

This year I have analysed around 30-40 IPOs from Scandinavia. For me Linkfire was the most interesting company I looked at and bought into this year. The reason is simple:

  • Linkfire has a potential to be ten times higher over the next 3-5 years. Not many companies can achieve that.
  • There are many music streaming companies, but only one company services all majors. Linkfire has 70% market share in the novel product.
  • Linkfire has been growing revenues 50-70% CAGR. The growth is accelerating with penetration into new segments. Gross margin is stable at 76%.
  • Linkfire is negotiating on purchasing the second largest company to strenghten its position.
  • There are multiple catalysts in the next three months that should double the share price over that time horison.

I enclose below a short video introducing Linkfire and an article that summarises full investment thesis including the short term catalysts. Do recommend to go over both.

https://seekingalpha.com/article/4439470-linkfire-music-streaming-play-market-leader-growing-above-50-percent

The below 90 second video introduces the investment thesis. It was produced only yesterday.

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Disclosure: I/we have a beneficial long position in the shares of LINKFIRE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. The article does not represent investment advice.

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