Crunchfish presents Q2 2024

Описание: CEO Joachim Samuelsson discusses the Q2 report with Västra Hamnen's Chief Aanalyst Martin Dominique and answers questions from the viewers.

0:00 Introduction
0:43 What is TCS doing?
2:34 How is Crunchfish a good fit with TCS?
4:11 How the deal is structured?
4:58 What do you expect from this deal - mid-term/long-term?
6:05 What opportunities does the US patent open?
8:08 Do you have any plans in terms of partnership and market entry in the US?
9:13 Could you update us on the IDFC First Bank deal?
10:51 How big is Android versus Apple in India?
11:15 Is there any news regarding HDCF bank?
12:03 How are these discussions going?
13:10 Could you update us on the ECB CBDC tender?
14:17 Is the time plan communicated?
14:52 Will TCS be you partner in the ECB CBDC tender process?
15:48 The outcome of the security and vulnerability assessment – how long would it take to perform a POC ?
17:34 If the POC is successful what could this lead to?
18:05 In June the company released a white paper on enabling device-agnostic trusted client applications. Could you briefly summarise this?
22:50 When would full-fledged proposal be offered?
23:47 How has the new board member Mr Sahu, with his extensive banking background, contributed to Crunchfish?
25:05 Does TCS offer other offline payments solutions?
26:22 What does the line 'other operating income' include?
27:27 Are you satisfied with the level of net sales?
28:11 Could you comment on the cost base in the company?
29:08 Any updates about the sale of Gesture?
29:31 Could you elaborate on the new financing scheme?
32:21 Should we expect a decision by the end of Q3?
33:43 Are there any chances for governments grants?
34:55 Is the IDCF project generating most of cash flow for you right now?
36:13 Are there any penalties for the delays?
37:02 What level of revenue would be needed to make the company self-sufficient?
38:54 Have you had any broader discussion with potential clients or partnerships outside the digital cash in terms of trusted applications in virtual secure environments?
40:07 Regarding Gesture, would it be better to proceed with the sale rather than retaining it?
40:32 Do you have an end date when you must decide on Gesture?
41:25 In terms of financing do you see any chances of not needing to go through the revenue sharing scheme or rights issue to secure partnership with for example a major payment platform provider?
44:17 What are the three things you look forward to most during the rest of 2024?

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Västra Hamnen Corporate Finance was founded in 2005 and is an independent securities company that assists companies and their owners with advice in connection with corporate transactions in Sweden and Denmark. The company is responsible for the entire business chain from due diligence, analysis, valuation to advice on transfers and capitalisations. In addition, the company conducts operations as a Certified Adviser and also offers the Market Focus service, which includes commissioned analysis that provides increased visibility for small and medium-sized listed companies.