Smart Eye: In the playoffs
We have updated our Smart Eye research following the company's Q2 figures. Shares have traded down -29% since the top in April due to lack of news, but we see no changes in the fundamentals of the business or our special situation investment case. As the CEO, Martin Krantz, said, "we are in the playoffs of the procurements now", meaning in a just a few quarters the DMS war will in essence be over.