Dawid Rybarczyk @iDiveInCode

@sylkarp @tomo9000p Bardzo smutny, kurs wrócił do ceny z przedwczoraj... Przecież tak nie może być. Ale się porobiło.

@Lukasz_on_GPW A dziś nawet lepiej... Medicalgorithmics rozpoczyna rozmowy z "notowaną na NYSE globalną firmą MedTech o wielomiliardowej skali działalności" - biznesradar.pl/a/148120,medic…

biznesradar.pl/a/148120,medic…

#medicalgorithmics rozpoczyna rozmowy z "notowaną na NYSE globalną firmą MedTech o wielomiliardowej skali działalności" - BiznesRadar.pl

@rditrych Sendcloud wpisywałby się fajnie w ekosystem po przejęciu Presta i wchłonięciu Shopera... Ciekawe czy jest do wzięcia.

@konsultant123 @kosa64 @MorawieckiM @MF_GOV_PL to żart prawda?

@GamewithDave Supaplex

@Lukasz_on_GPW W dodatku za 2022-2023... Nie upominać, nie zapobiegać. Karać. KNF. Szkoda strzępić gębę.

@AnalizyD @HotstockPL "Bardzo uważnie obserwujemy też bieżące wydarzenia na Bliskim Wschodzie, które biorąc pod uwagę nasz bardzo szeroki zasięg geograficzny, jak dotąd nie mają wpływu na nasze marcowe wyniki" – powiedział Serhei Kostevitch, Prezes Grupy ASBIS.

@GotfrydKarol Żadnego źródła, potwierdzenia... Post jakich wiele.

espiebi.pap.pl/node/713503 BioFund Capital Management LLC zaoferował 33 złote w ramach konwersji zobowiązania z tytułu pożyczki na akcje Spółki $MDG #Medicalgorithmics. Brzmi dobrze.

@DomanGPW espiebi.pap.pl/node/713408 Już nie potrzebuję komentarza. Według mnie dobrze zagrane i wygląda na korzystne dla spółki. Jeśli dodatkowo przejdzie "sensowna!" emisja w ramach konwersji pożyczki na akcje to już w ogóle win-win.

@DomanGPW @siemionowkris, można prosić o jakiś komentarz do tej transakcji?

@KamilZamojc W skrócie - ja rozpatruję to w większym stopniu jako okazję, a jedynie w mniejszym jako ryzyko.

@KamilZamojc W pandemii brakowało laptopów, w crypto gorączce kart graficznych... teraz pamięci. Za każdym razem kończyło się na większej marży. Asbis i AB to duzi gracze, raczej im nie braknie. Może za to pojawić się okazja zastąpienia mniejszych dystrybutorów i zwiększenie udziału w rynku.

@Longterm44 @marcinpodlacki @konradgpw @PawelMalik_GG @GotfrydKarol @rditrych @PawelBiedrzycki @irzynski @konradryczko @RChodkowski @mmmaslov @DnaRynkow Mocne zakończenie roku 2025, z porządnym wzrostem biznesu, perspektyw oraz globalnego wykorzystania. Mimo nieco odwlekających się integracji, aktualne umowy są szybko skalowane w górę co daje mi przekonanie o mocnych perspektywach na 1 kw 2026, a co za tym idzie dobry 2026 rok.

@Longterm44 @marcinpodlacki @konradgpw @PawelMalik_GG @GotfrydKarol @rditrych @PawelBiedrzycki @irzynski @konradryczko @RChodkowski @mmmaslov @DnaRynkow Medicalgorithmics

@MS_GOV_PL Kwoty to cyrk na kółkach.

@TenSquareGames Is the update distributed partially, only to some users? I can't see new update being available for me, nor the new mode on existing installation.

Text SA: A Software recovery in the making? $TXT.PL $TXT.WA Text, formerly Livechat Software, is a Polish software company with a market capitalization of PLN 1.4 billion. The company exhibits strong financial metrics with an EV/EBITDA of 7 and a P/E ratio of 8. Historically, it has demonstrated impressive organic growth and excellent return on invested capital, while distributing most of its earnings as dividends, currently offering a 10% dividend yield. Products Text SA's core product, Livechat, accounts for 88% of its revenue. It provides a chat window for websites, enabling real-time customer interaction and boosting sales by addressing customer queries and doubts. The system also offers a backend interface for agents and gathers valuable customer data. Customers are charged per seat, allowing for revenue growth within existing accounts. Most of the sales are in the USA: Livechat recently integrated an AI assistant powered by OpenAI to aid agents. The remaining 10% of revenue comes from Chatbot, Helpdesk, and Knowledgebase. Chatbot, recently relaunched with internal AI, offers automated customer support through customizable conversation flows, primarily for e-commerce. This part competes with other AI languages indeed. Helpdesk is a ticketing system for managing internal and external tasks, while Knowledgebase is a repository of articles for agents and customers. The company also offers Openwidget as a free funnel for Livechat customers. AI Competition? There is a misunderstanding that TEXT current revenue and customer number slowdown is due to AI. This is not what happened. The current revenue slowdown is due to a change in the e-commerce and online industry following a boom in startups and new ventures during covid times that failed. My understanding is that e-commerce went from plenty of small companies and solo preneurs to a continued concentration into the best e-commerce companies. Text and Livechat was more focused on small companies and solopreneurs. The post covid slowdown in e-commerce, coupled with layoffs and cost-optimization efforts in the tech sector, has negatively impacted Text SA by reducing agent allocations and pushing back new projects. While ChatGPT itself is not a direct threat to Livechat (the chat window), it poses a competitive risk to Chatbot, which is a smaller portion of Text SA's revenue. OpenAI's focus on core language models means they currently aren't directly competing in the integrated chat window space. The broader market for chat windows is highly competitive, with numerous players like Zendesk, Intercom, and Facebook Messenger. These competitors offer similar functionalities, meaning Text SA lacks a significant technological moat or network effect. However, Livechat's strengths lie in its advanced integrations, extensive features developed over 22 years, 24/7 customer service, and continuous innovation. Its Polish-based development team also provides a cost advantage. The company acknowledges a monthly churn rate of about 3%, largely from small businesses, but notes that larger, higher-paying customers are more "sticky." Having worked with a Text competitor, it is nearly impossible for a large customer to switch software operator due to custom integrations and training. Innovation: Suite Text SA's recent innovations have been incremental, and the company indicates that future developments are unlikely to significantly impact revenue in the short term. The main focus at the moment is on shifting the company towards large customers, and cross-selling the secondary products like knowledge base and ticketing. Selling all products as a "Suite" for large companies is they key to future growth, as large companies with increased facturation are more important than the number of solo preneurs using livechat. This involves certification, unified billing, automation between the products. from today's news release: "At the same time, Text Group achieved a significant milestone with the launch of its next-generation suite product, Text App, now being tested by over 250 existing clients. “Text App combines the capabilities of our existing products with new, AI-native features. It understands client organizations, learns from their teams, and automates customer support processes with unmatched effectiveness. We believe it will be the best-in-class communication and customer support platform for modern companies,” said Filip Jaskólski, Chief Product Officer, Text Group." Route to Market Text SA primarily relies on affiliate programs, organic search, and marketplaces (like Shopify apps) for customer acquisition. The company largely avoids direct marketing and paid advertising, indicating a lack of proactivity in seeking new customers. The recent rebranding from Livechat Software to Text SA aims to improve cross-selling opportunities for its diverse product portfolio. While Livechat generates over 90% of revenue, the company sees significant potential in introducing its smaller products to existing Livechat customers, a strategy supported by prominent cross-selling links on the Livechat website. Text established a sales team in America, and this will incur start up costs for the 2025 calendar year. This will also represent a good opportunity for the company to change dimension. Conclusion: It is to early to see if the new strategy will work. But continued cross selling, low valuation at 8 times earnings, and ability to raise prices should offer a floor on the stock with a possibility to multi bag if it is successful. As of me, I focus more on the downside and do not promise multi baggers, especially in a turnaround situation. I just look for positive risk rewards and then get some results, one by one. We will see if Text does it. For more quality value ideas, follow and subscribe.