u/Mmkeek

Tacksam för att jag 2025 låg minus och idag äntligen ligger en halv miljon plus.

Tack vare hundratals timmar investerade i två bolag, två aktier.

Må väl kära Iskbetsare.

I spent the day reading through the sec.gov filings, re-read the earnings transcript and made a decision today to double down.

If what's follow here is true and comes to fruition I can't see why this is not a damn good investment.

For those who haven't already read the parts here to get excited with me:

“We are advancing ongoing technical and commercial discussions with several of the largest companies in quantum computing about supplying our cryogenic connectivity and meeting their integration requirements. Our participation in IEEE Quantum Week and Quantum World Congress this month supported this ongoing work through further technical exchanges and introductions to additional organizations. In parallel, we are working on transactions that would add established revenue and manufacturing capability to QTREX."

“The pace we have established sets the bar for what comes next, and what we have announced so far is a small part of what is in motion. I expect to announce additional commercial agreements during the fourth quarter, when we will also provide our 2027 financial outlook describing a substantially larger business than the one we report today. I expect the next twelve months to bring significant revenue growth, strategic partnerships, broader customer adoption and increased product deliveries.”

Outlook:

The Company expects the fourth quarter of 2026 to be its most active commercial period to date. It expects to announce additional commercial agreements during the quarter and, in the same quarter, to provide a financial outlook for 2027 that reflects a substantially larger business. In addition, the Company has completed a joint work plan with a U.S. national laboratory and is targeting formalization of the collaboration during the quarter, subject to the laboratory’s review and approval process.

After the warrants were exercises yesterday pushing the price down to levels last seen in may I had to fill my bags.

5.000 shares now with an average of 1.22$.

I wanted to know why so I did some digging into the SEC.gov files and found the cause. Warrants priced at 0,7$ able to be exercised six months from February 2026 probably got converted and sold yesterday.

Does it not look damn beautiful?

Like gold which our investment will turn into.

I added another + 380 shares today bringing my total to 4200 with an average of 1,32.

I feel good about Q3-Q4, the journey continues my fellow regards.

As I would have done, if they will conduct the buybacks they would want to delay any big name drops til it's half way or completed. Let's paint a picture of IBM being the un-named computing company they sure know as we do it would send the share to ATHs.

This is pure speculation from my end.

I'm increasing my position by 20% today 🤘

More marketing, more visibility, more potential partnership and new customers.

We can only patiently wait on the sideline friends.

And it feels good to see our investment, their product the AME solution in practice.

Aside from the negative.. the private offerings, dilutions, vague news and press releases I can't help but feel damn good about all of it.

We might be early for once, let's see what the earnings in a matter of weeks will disclose for us.

Some more copium from Qtrex LinkedIn feed.

När avtalet (glp-1) alla väntat år och dagar på landar här vilken dag som helst i höst, så ska ni allt ångra er som stod utanför.

Eller så gör ni det inte!

PS. Finns gott om trådar i Iskbets nu med DD om varför det är en låg risk men hög grad av belöning att gå in i Nanexa.

They are about to sign a glp-1 license with their Pharmashell© platform, which could be the biggest Pharma deal in Sweden with presumably Novo Nordisk. A deal with upfront, milestone's that will secure runaway for year's to come.

And also push the share price x3-x6 from current levels.

Nanexas Pharmashell© in short is a nano layer technology to provide monthly or quarterly dosing of medicines.

[Nanexa - the Tetra Pak solution for injectable medicine.](https://nanexa.com/)

Moderna signed the first license deal last december in the mRNA field:

https://storage.mfn.se/78e7273b-ec64-4574-ab99-9f9f13ed7a93/equity-research-nanexa-first-license-with-moderna-an-important-validation-of-pharmashell.pdf

Last days pump is due from the CEOs latest quarterly reports and his wording of "Active, long gone and very positive negotiations with a main partner.."

This is another bullish sign and reaffirms my conviction long term. Follow the big money and from the latest dilution we endured came Davidson Kempner into the play.

Taking a 7.37% stake in Qtrex at 0,9$/share. They want their money's worth, they want profit and won't sell til that happens which is obvious for the same reasons I'm not selling.

Good times are ahead of us friends.

Also with their own booth to showcase, attract new partnerships and expand further.

Two booked venues in September alone, they are getting busy and spending our diluted shares worth in the best ways possible.

We are all hurt short term but long term I have utmost faith Dagi and his team at Qtrex will make us all rich.

I heard "scam" companies also spend money to setting up their own booth at international conferences.

Loaded up shares last week and this week, now holding 3559 shares with an average of 1,43.