We update our model ahead of the Q2 report. The most material factor in our estimate changes relates to the Dynavox deal, which should support the balance sheet by c. SEK 100m, as we understand it, providing management with additional headroom to continue to address costs. We expect the end-market outlook to remain muted for the largest segment, Products & Solutions. Our new DCF-based fair value range is SEK 4-6 (2.7-4.0) per share.
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