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ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 ChemoMetec $CHEMM thesis in one chart: $CHEMM

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 BlackRock’s voting stake in ChemoMetec remains at 15.08%, following a shift to 100% direct share voting rights on 26 Oct. Its position through financial instruments fell to 0%. The aggregate voting position is unchanged. $CHEMM

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 Over the last 10 years, ChemoMetec has compounded its FCF at an exceptional CAGR of 44.29%. When paired with a FCF linearity score of 0.91, this performance demonstrates consistency,highly predictable cash generation & a high quality business. $CHEMM

We crunched the numbers and @NewConstructs published a report on $ANT newconstructs.com/anthropic-…

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 BlackRock has reduced its direct voting rights in $CHEMM to 14.97%, falling below the 15% threshold. However, with an increase in financial instruments (0.11%), its aggregate voting position remains unchanged at 15.08%. $CHEMM

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 $CHEMM will release Q1 2026/27 results on Nov 5, followed by an investor call on Nov 6. Meanwhile, SEB raised its stock target price to DKK 580 (up from DKK 500) but maintained its Hold rating. $CHEMM

A great business is not automatically a fortress business. The distinction is important. #QGARP

There are three great opportunities in quality growth investing. 1. Low revenue growth companies with the potential for high FCF growth through significant margin expansion. E.g. $ICE $BR 2. High return on capital companies with the potential for high FCF growth through buybacks. $MSCI $FTNT $KLAC $LRCX 3. High FCF growth companies with the potential for a significant contraction in FCF yield (in other words, a re-rating). $MSCI $BR I aim to have a portfolio where all three are in play.

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 $CHEMM has launched a DKK100M share buyback program running from Oct. 12, 2026, to March 5,2027. Managed by Danske Bank, the facility covers up to 500K shares, representing 2.9% of the share capital, to optimize the company's capital structure⬇️ $CHEMM

Here's our full report with all to support our thesis. newconstructs.com/anthropic-…

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 At today's AGM, ChemoMetec shareholders approved an authorization for the Board of Directors to acquire the company's shares, while voting to pass on a dividend for FY 2025/26 to support ongoing capital allocation strategy. ⬇️ $CHEMM

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 A quick look at ChemoMetec A/S $CHEMM , core financial profile and business overview via the latest Nasdaq Copenhagen and Morningstar factsheet. $CHEMM

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 BlackRock has increased its voting stake in ChemoMetec to 15.08% on 29 Sept, crossing the 15% statutory threshold under the Danish Capital Markets Act. It was 13.03% on 28 Aug. $CHEMM

NextVision Stabilized Systems Limited NextVision secures US$3.5M purchase order for its cameras and accessories from a customer, with product delivery expected by the end of Q1 2027 Link: investor-relations.nextvisio… $NXSN

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 ChemoMetec raised its financial guidance for fiscal year 2027 regarding revenue and EBITDA Link: investor.chemometec.com/news… $CHEMM

NextVision Stabilized Systems Limited Fidelity sells 5.7M shares of drone camera maker NextVision for $426M via Goldman Sachs, per Calcalistech - CTECH Link: calcalistech.com/ctechnews/a… $NXSN

NextVision $NXSN announced on Sept. 09, 2026, that it received regulatory approvals for a $2.7M purchase order. This clearance fulfills one of the pending orders from a previous company report filed on August 7, 2026 requiring specific regulatory no objection. $NXSN

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬 Completion of share buyback programme👇 $CHEMM