Zwipe 🚀

poki
IDEX 15.03.2024 kl 14:13 5499

Analyst presentation of Zwipe - Close to commercial breakthrough in Access.

Find the presentation here: https://lnkd.in/dy4F9Gux

Equity analyst Markus Almerud follows up on Zwipe after Q4 and the decision to focus on Access. He discusses how the future of biometric access cards is bright, that it helps that the end customer is an enterise rather than a consumer and that the market does not want to reflect this momentum even though there are tangible signs that the interest is very high. He mentions why Pay was put on hold and discuss details of the building momentum in Access.
vulkan
15.03.2024 kl 14:42 5445

Dette var ikke bra, det er jo Pay som skal gi de store volumene
poki
15.03.2024 kl 16:56 5345

Access kort kostar mer och här handlar om stora kunder.
YNWA250505
15.03.2024 kl 21:24 5225

Zwipe sparer 40 mill i året på å fokusere på access. I tillegg r kundene allerede superklare til å få på plass Access som også har en mye høyere fortjeneste.
vulkan
16.03.2024 kl 07:55 5052

Det sier dessverre noe om at markedet for Pay ikke er der eller er lengre unna:-(
YNWA250505
16.03.2024 kl 08:58 4991

Nei d gjør det absolutt ikke. Zwipe er ikke gode nok på pay og lager ikke sine egne kort. Marginene blir for dårlige og de blir dessuten utkonkurrert av Idex
Jotech
24.03.2024 kl 08:01 4615

Zwipe mulig tenbagger på kort tid? 450 millioner investert i plattformen og 67 mnok i cash, at alt dette er verdsatt til mindre enn 50 mnok er helt absurd.
SteinO
24.03.2024 kl 10:23 4448

Poki, kan du beskrive litt mer hva som er forskjellene mellom Zwipe og Idex? Skjønner at Idex selger komponenter til Zwipe, og at både Zwipe og Idex leverer totalplattform for biometriske kort. Både partnere og konkurrenter…
poki
24.03.2024 kl 11:11 4380

Som jag minns Zwipe ska leverera totalt lösning till T3 kort tillverkare, Både Zwipe Pay plattform och inlay med single silicone Biometric sensor lösning.

ghjem
24.03.2024 kl 14:13 4228

Zwipe skal vel ikke levere Zwipe pay. Dette er faset ut nå?
oryx
24.03.2024 kl 14:29 4193

Hei SteinO. Her er en kort infoartikkel med videre link, som jeg fant i farten. Andre har sikkert mer bakgrunnsinformasjon om sammenhengen her:

https://www.idexbiometrics.com/find-biometrics-zwipe-integrates-idex-biometrics-sensor-into-pay-one-platform/
Bulldog
24.03.2024 kl 15:17 4121

Nei, det er ikke faset ut men er for tiden ikke et satsningsområde i Zwipe.

While the decision to transition away
from Zwipe Pay was a difficult one, the
effort made in developing and certifying
the Zwipe Pay platform, including the
development of solutions for enrolment,
will be equally valuable and a competitive
differentiator in Zwipe Access. The Zwipe
Pay technology forms the foundation of
Zwipe Access technology, and partners
and end customers inform us they gain
confidence using technology subjected
to the rigorous testing required for
certification by Mastercard and Visa in
the payments market. In addition, since
Zwipe Access fully utilizes the hardware
platform of Zwipe Pay, Zwipe Access
cards have a low manufacturing cost
and are very price competitive. Zwipe
will continue to fulfill purchase orders
from already certified Zwipe Pay SCM
customers and will revisit the payment
market should there be a steep pickup in
market demand https://newsweb.oslobors.no/message/611556
poki
28.03.2024 kl 16:44 3195

OSLO, NORWAY – 27 MARCH 2024 - The board of directors of Zwipe AS (the "Company") has, on 25 March 2024, resolved to grant 489,196 Restricted Share Units (each a "RSU") to certain members of the Company's management, making up the formal grant of the RSUs referred to in the Company's annual report for 2023 (the "Annual Report") announced yesterday, on 26 March 2024.


The RSUs vest in three equal installments on each anniversary date from the grant date. Each RSU comprises a conditional right to receive one share after the vesting period. The shares comprised by the RSU program will be issued at nominal value. The right to receive shares is conditional upon the "Performance Condition" stated in the RSU program, the participants retained employment, and subject to the terms and conditions set out in the Annual Report.


The following primary insiders of the Company have been granted and accepted RSUs:




Robert Puskaric, Chief Executive Officer, 293,518 RSUs;


Robert Mueller, Chief Technology Officer, 97,839 RSUs; and


Patrice Meilland, Chief Commercial Officer, 97,839 RSUs.
YNWA250505
29.03.2024 kl 08:03 2959

I 2023 er størrelsen på metallkortmarkedet på 40 millioner kort. Etterspørselen øker, med Europa som ser en anslått vekst på 44 prosent fra år til år, Latin-Amerika ser 61 prosent, og Asia ser 103 prosent, ifølge forskning fra ABI referert til i kunngjøringen. Sytti prosent av millennials sier de foretrekker metallkort.
skadi
29.03.2024 kl 09:18 2881

Er Zvipe sine kort metallkort?
YNWA250505
29.03.2024 kl 13:56 2743

Er ikke dette en Idex tråd 😉
SteinO
29.03.2024 kl 15:52 2628

Hehe, har nevnt det samme, men saken er vel ta alle kort Zwipe leverer har Idex komponenter.
SteinO
29.03.2024 kl 17:01 2498

Blir ikke helt klart for meg. Konkurrerer Zwipe og Idex på access cards? Eller brukee Zwipe, Idex tech i sine kort for access også? Dvs. Zwipe bygger et komplett kort, men Idex leverer de biometriske komponentene/systemet?? Kan dere bekrefte?
Skogens
29.03.2024 kl 17:08 2485

Zwipe kjøper Idex sin sensor. Dvs at hvis Zwipe har suksess, så vil også Idex tjene på det.
YNWA250505
29.03.2024 kl 19:45 2344

Vinn vinn spes for Idex
poki
05.04.2024 kl 23:27 1813

Masria Digital Payments (MDP)
Description: Card issuing & processing solutions
Headquarters: Egypt
Date of Establishment: 2003
CEO: Ahmed Nafie
MDP provides card issuing, processing, and digital solutions to more than 200 banks and 60 fintechs in over 40 countries across MENA, Africa, and Eastern Europe. It enables businesses to roll out their financial solutions with its end-to-end payment infrastructure and solutions suite, offering personalized card production, payment processing, and digital and VAS payment solutions. MDP has issued more than 340 million cards, with more than 35 million cards in 2023 alone. It processed over 2.5 million cards in 2023. Its customer portfolio includes CIB, National Bank of Egypt, Abu Dhabi Islamic Bank-Egypt, Banque Misr, First Abu Dhabi Bank Misr, Fawry, and Klivvr.


Dags att få lite info från Zwipe eller IDEX
poki
12.04.2024 kl 23:20 1466

MFA and SSO 🚀♥️♥️♥️♥️♥️ with Microsoft

https://youtu.be/DSDVC37u1YQ?feature=shared
Jotech
16.04.2024 kl 15:25 1166

Utrolig overdreven nedgang her de siste dagene, tror aksjen tar igjen det før helgen. Takk for fine dippkjøp under 0,70:)
Redigert 16.04.2024 kl 15:48 Du må logge inn for å svare
ibyx
16.04.2024 kl 16:24 1100

0,70? Idex?
Jotech
16.04.2024 kl 16:30 1083

Nei fine dippkjøp i Zwipe akkurat nå:)