Derek Laliberté
Analyst at ABG
Replay available
Byggmästare Anders J Ahlström Holding AB (publ) (AJA_B) Q2 2025 Earnings Call
Byggmästare Anders J Ahlström Holding AB (publ) (STO: AJA_B) Q2 2025 earnings conference call, held 2025-08-22. Replay captured from the company's public earnings webcast.
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Thomas Bergström
CEO of Byggmästaren
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Byggmastare Anders J Ahlstrom Holding Ab Class B.
Replay transcript excerpt
WEBVTT 00:00:01.651 -- 00:00:06.097 Välkomna till ABG. Det är fredagen den 22 augusti. 00:00:06.097 -- 00:00:12.224 Jag heter Derek Laliberté, analytiker som bakar investmentbolag, operatörer och mediebolag. 00:00:12.224 -- 00:00:15.388 På agendan idag så har vi 00:00:15.388 -- 00:00:18.673 andra kvartalets webcast med bolaget 00:00:18.673 -- 00:00:20.673 Byggmästaren. 00:00:20.715 -- 00:00:24.820 Jag kommer att hålla i en frågestund efter presentationen. 00:00:24.820 -- 00:00:28.585 Med mig från Byggmästaren har jag Thomas Bergström, vd. 00:00:28.585 -- 00:00:31.098 Varsågod Thomas, att presentera andra kvartalet. 00:00:31.098 -- 00:00:36.065 Thank you, Erik. I will start with a short summary before your questions. 00:00:36.065 -- 00:00:41.473 We have identified a substance value per share of 319 kronor last 00:00:41.473 -- 00:00:47.862 June, compared to 307 kronor in the change of year and 297 kronor 00:00:47.862 -- 00:00:53.471 after the first quarter. This means about 7% in the quarter and about 4% increase 00:00:53.471 -- 00:00:58.919 from the change of year. Our total substance value is now about 2.3 00:00:58.919 -- 00:01:00.410 billion. 00:01:00.410 -- 00:01:02.312 Under 00:01:02.312 -- 00:01:07.377 the quarter, we have had a value increase of 160 00:01:07.377 -- 00:01:13.523 million, largely due to our appreciation of Safelife, which I will return to 00:01:13.523 -- 00:01:16.926 shortly. We had an additional 00:01:16.926 -- 00:01:21.271 investment in DP Patterning during the quarter, and we bought a number of existing shares 00:01:21.271 -- 00:01:26.336 for a total of 9 million. And we had, when the quarter ended, just 00:01:26.336 -- 00:01:31.978 under 30 million in liquid funds. but completely untrained 00:01:31.978 -- 00:01:34.619 and unused credits. 00:01...