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  • 11 May 23
Q1: Strong growth in the US to continue

Q1 highlights: 1) Revenue growth on track with US expansion as the main driver; 2) Solid execution in DACH region and RoW with revenues up 11% y/y and 46% y/y respectively, 3) Collaboration initiatives with Warner Bros. and Disney to support top-line from June 2023; 4) Guidance re-iterated as expected. View: Strong execution in Q1 - investment case intact; valuation range confirmed. US growth - largest contributor to strong top-line performance Q1 revenues increased by 42% y/y to EUR65.1m, in l

Companies: tonies SE Class A

BNP Paribas Exane - Sponsored Research
  • 02 Feb 23
Q4 prelims: Christmas made the difference

Tonies SE reported preliminary full-year results - key learnings: 1) revenue growth on track with U.S. exceeding expectations; 2) 2022 profitability within guided EBITDA-margin range. Our view: Supportive of our investment case - more details and full-year guidance to follow 13 April 2022 with the annual report. Q4 performance exceeding expectations Tonies SE generated Q4 revenues of EUR117m, 7% ahead of our expectations (no consensus available), an increase of 43% y/y. The beat was driven by

Companies: tonies SE Class A

BNP Paribas Exane - Sponsored Research
  • 09 Nov 22
Firepower for U.S. expansion raised

Tonies SE raised of EUR60m via capital increase. Net proceeds will be used for inventory build-up to boost its US expansion plans as well as balance sheet strengthening. View: Additional inventory build-up and secured financial resources paves the way for strong growth rates in the years to come while eliminating uncertainty about balance sheet quality. We include the capital increase into our numbers and confirm our valuation range of EUR3-7.5. EUR60m capital raised... Tonies SE issued 12m new

Companies: tonies SE Class A

BNP Paribas Exane - Sponsored Research
  • 31 Oct 22
Q3: Strong US growth - more to come in 2023

Q3 highlights: 1) Revenue growth on track, supported by US contribution; 2) DACH and Tonies'' revenues showed some weakness from elevated levels; 3) Increase in 2022 adj. EBITDA margin driven by improved unit economics and EUR6m one-off; 4) Cash position hurt by inventory build-up, resulting in EUR-21m FCF in 9M 2022; management is highly confident of reaching full-year revenue guidance; 5) Hong Kong market entry with Jebsen as partner. Our view: Growth on track with US key driver - positive! W

Companies: tonies SE Class A

BNP Paribas Exane - Sponsored Research
  • 29 Sep 22
Boxing clever

tonies SE offers the Tonies system, a young children''s entertainment system for the ages of 3+ - a relatively untapped market. The company has very successfully penetrated the DACH region and is well-prepared to expand its proven business model to major markets such as the UK, France and the US. We expect the company to grow revenues at a 37% CAGR (2021-2025) and to generate a 12% EBITDA margin by the end of this period making it a highly profitable company. High penetration: almost half of y

Companies: tonies SE Class A

BNP Paribas Exane - Sponsored Research

tonies SE Class A

Company Profile

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on tonies SE Class A. We currently have 5 research reports from 1 professional analysts.

Latest News/RNS

(more news)
Date Source Announcement
16Apr24 17:00 DGAP-AHD EQS-DD: tonies SE: Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them_Quando GmbH
11Apr24 06:30 EQS-News EQS-News: tonies erreicht EBITDA-Profitabilität und erzielt ein deutliches Umsatzwachstum von 40% im Jahresvergleich - positiver freier Cashflow für 2024 erwartet
11Apr24 06:30 EQS-News EQS-News: tonies achieves EBITDA profitability and delivers substantial revenue growth of 40% YoY – positive free cash flow expected for 2024
02Feb24 06:30 EQS-News EQS-News: tonies preliminary results FY 2023: tonies exceeds revenue guidance for FY 2023 and achieves positive adjusted EBITDA
02Feb24 06:30 EQS-News EQS-News: tonies vorläufige Ergebnisse GJ 2023: tonies übertrifft die Umsatzprognose für das Geschäftsjahr 2023 und erzielt ein positives bereinigtes EBITDA
28Nov23 17:00 DGAP-AHD EQS-DD: tonies SE: Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them
20Nov23 17:00 DGAP-AHD EQS-PVR: tonies SE: Release according to article 11 paragraph 6 of the Luxembourg transparency law and section 40 paragraph 1 of the German securities trading act (WpHG)
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  • 23 Apr 24
PROGRESSIVE: Watkin Jones: H1 in-line amid reviving investor appetite

Watkin Jones’s guidance for FY24E is unchanged in its trading update for the first half to 31 March. We maintain our forecasts for the full year and introduce half-year estimates, in line with reiterated guidance that performance will be significantly H2 weighted. The group confirms a continuing gradual recovery in appetite among institutional investors to forward fund its build-to-rent (BTR) and student developments. We believe this should gather pace as the direction of interest rates becomes

Companies: Watkin Jones Plc

Progressive Equity Research
  • 22 Apr 24
Ceres Power Holdings - Strategic partnerships powering growth

Ceres Power Holdings’ innovative technology uses electrolysis to produce green hydrogen and solid oxide fuel cells to generate power. In a year where it moved to the Main Market of the London Stock Exchange, it recorded revenue growth of 13% and gross margin expansion to 61% (the highest in the sector, according to management), but is yet to record an operating profit (FY23 operating loss of £59.4m versus £54.0m in FY22). Ceres continued its strategy to drive innovation and technology across sol

Companies: Ceres Power Holdings plc

Edison
  • 14 Mar 24
Hybridan Small Cap Feast - 14 Mar 2024

Banquet Buffet*** Abingdon Health 9.25p £11.3m (ABDX.L) The lateral flow contract development and manufacturing organisation announces its unaudited interim results for the six months ended 31 December 2023. Revenue increased 117% to £2.4m (H1 2023: £1.1m). The Adjusted EBITDA loss decreased 47% to £1.2m (H1 2023: £2.2m). Furthermore, reduction in operating loss of 50% to £1.2m (H1 2023: £2.4m). The Board therefore expects that H2 2024 revenue will be significantly improved compared with H1 2024

Companies: CPX SLP FA/ FIPP ECR ETP ORCA

Hybridan
  • 04 Dec 23
AFC Energy (AFC LN) - First modular ammonia cracker system

AFC has unveiled a groundbreaking modular ammonia cracker system demonstrating viable and scaleable production of hydrogen in the UK using this method. The cracker system is designed to deliver 140 tonnes of fuel cell grade hydrogen each year. Hydrogen from the plant will initially be targeted for sale into AFC’s UK H-Power Generator deployments, including those with Speedy Hydrogen Solutions. Along with the recent purchase of the mobile storage and distribution assets of Octopus Hydrogen, AFC c

Companies: AFC Energy plc

Zeus Capital
  • 05 Apr 24
Gooch & Housego (GHH LN) - A chink of light

Gooch has issued a positive update for H1. Trading has started to recover with stocking levels normalising at industrial and medical devices customers. The outlook is positive with growth returning, and management has confirmed our full year estimates (adjusted for the disposal of EM4). The order book and order flow appear healthy, and net debt is comfortable. Gooch clearly still has plenty to do to lift operating margins from a lacklustre 8.1%, but the transformation plan appears to be back on

Companies: Gooch & Housego PLC

Zeus Capital
  • 27 Apr 23
PROGRESSIVE: Sanderson Design Group: Delivering to strategy against an unhelpful global backdrop

Sanderson Design Group (SDG) continues to deliver on its key strategic initiatives and growth drivers despite a challenging global backdrop. The group’s FY23 performance showed flat revenue, with adjusted underlying PBT rising £0.1m to £12.6m. Net cash dropped back to £15.4m, with the total dividend maintained at 3.5p. The star performers were Licensing (reported revenue +25%), the Morris & Co brand (+16%) and the US market (+20%). Our forecast revisions assume more modest sales progression, wit

Companies: Sanderson Design Group PLC

Progressive Equity Research
  • 02 Apr 24
Solid State - Anticipating record adjusted PBT in FY24

Solid State’s trading update affirms the sustained strength in demand throughout H224, resulting in record FY24 revenue and adjusted PBT ahead of prior consensus of £155m and £12.5m, respectively. This is attributable to the earlier-than-expected delivery of a NATO contract. As a result, consensus FY24 revenue and adjusted PBT estimates have been raised by c 6% and c 20%, with respective FY25 estimates declining commensurately.

Companies: Solid State plc

Edison
  • 17 Apr 24
Hybridan Small Cap Feast - 17 April 24

17th April 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced Dish of the day Admissions: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: Reverse Takeovers: 16 April 2024: Electric Guitar (ELEG.L) Concurrent with its Admission to trading on AIM, Electric Guitar is proposing to acquire the entire issued share capital of 3radi

Companies: ARS TIDE SCE SNX ECK CNS TST SPEC SSTY

Hybridan
  • 26 Mar 24
AFC Energy (AFC LN) - FY23a and outlook: good progress

AFC has made strong progress with products and its manufacturing strategy. Despite heavy investment, the cash position, at £27.4m, was slightly better than our estimate for £26.9m, demonstrating good discipline. The monthly cash burn rate (at c. £1.3m) is tracking in-line with our expectations. Generally, we maintain our estimates for significantly increased sales in FY24e and FY25e, with the cash position unchanged. Recent news on commercial progress has been positive. The 30kW H-Power Generato

Companies: AFC Energy plc

Zeus Capital
  • 17 Apr 24
Surface Transforms plc (SCE LN) - Forecasts and valuation withdrawn

We note the regulatory announcement this morning from Surface Transforms and withdraw our estimates and valuation, pending conversations with management.

Companies: Surface Transforms PLC

Zeus Capital
  • 17 Apr 24
Surface Transforms - New guidance – forecasts under review

Surface Transforms has issued new revenue guidance for FY24, with the company now expecting revenues in the range £17.5-22m. We are withdrawing our previous forecasts for FY24 and withdrawing our price target while we review the impact of the new guidance.

Companies: Surface Transforms PLC

Cavendish
  • 27 Mar 24
Revolution Beauty (REVB LN) - Positive momentum drives upgrades

Today’s trading update confirms FY24E profitability above the top end of previously guided range, with positive trading momentum building into FY25.

Companies: Revolution Beauty Group plc

Zeus Capital
  • 11 Oct 23
PROGRESSIVE: Sanderson Design Group: Interim profits rise – reflecting strength in strategic growth pillars

Sanderson Design Group (SDG) has reported an 8% increase in interim adjusted PBT, to £6.8m. This was achieved despite a weak backdrop in the home UK market and a 2% decrease in overall group revenue. Increased profitability was driven by strong performances in two of its key and higher-margin strategic growth pillars – Licensing and North America – which grew by 82% and 10%, respectively, on a reported basis. New product launches, including Disney Home x Sanderson, have seen sampling running at

Companies: Sanderson Design Group PLC

Progressive Equity Research
  • 08 Feb 24
PROGRESSIVE: Sanderson Design Group: Strategic growth pillars bolster results

Sanderson Design Group has delivered its full-year trading update to 31 January 2024. Group revenue has eased back 3.1% to £108.5m on a reported basis, following the 2% decline in H1. The strongest performances were delivered by the strategic growth cornerstones of Licensing and North America, offset by challenging market conditions in the UK, Europe and the Rest of the World. A strong balance sheet saw year-end cash rise to £16.2m, compared with £15.4m at year-end FY23. Having traded in line wi

Companies: Sanderson Design Group PLC

Progressive Equity Research
  • 28 Sep 22
Surface Transforms - Fund raise for the profitable growth phase

SCE is raising £16m through a placing (and up to a further £3m through open offer) to fund substantial expansion and additional working capital. This will enable the Group to grow to £75m revenue capacity in the near term, commence the build and equipping of a new factory and then (with internally generated free cash flow) scale to £150m revenue capacity and beyond. With a contracted order book of £190m and a prospective pipeline of £400m, this is clearly the time to seize the opportunity. The e

Companies: Surface Transforms PLC

Cavendish