Avsnitt 537 - Nu ska de pumpas upp!

0:00Just what is it that you want to do? We want to be free. We want to be free to do what we want to do. And we want to get loaded. And we want to have a good time. And that's what we're going to do. But wait baby, let's go! We're going to have a good time. We're going to have a party.

0:32We'll be right back.

0:45It's mid-time period. This is the most intense report period. Or the week under report period. Is there any hand for you there in the solstimmar? I'm sitting and following my name. I'm in the USA and VIX. The sell is good. I've started to cut a little index. All for the rest of the semester. Exactly. It's full action. It has been reports We had the last day In the lead In the lead So we had a dip With a little bit of a vinst warning Half five on the Friday So I thought we could talk about Then I saw the dagens Stora rubriker today It was Cantarga So it came with a great deal Kursen up 170 % We had Nelly Som I was a big fan of When the stood I like 5, 10, 15 kronor Now it was up today 58 kronor upp 30 % It's just to lift it on the hat to get rid of this turnaround Then we played also a great development which I thought we could talk about and all the way it has come very many reports Then we got a question about Kärnkraft, there were we on the ball under the last year It's full of a horse there, you have to talk about some SPAC there Precis, so I thought we could talk about Then we have crypto and silver.

2:12They're all together. It seems like it's an inflation or something with Big Beautiful Bill. Many to be able to talk about Taco and how you see on the world at the end. Exactly. We're going to go.

2:32We have with us our sponsor IG. and there had we again some of the holidays Trump was out with new new new things it will be more and more effect every time he talks about it but then you can via IG get a exposition to the holidays I saw that the tysk index was down 0 ,8 so that you could handle via IG's holidays Yeah, but really and this year has been on new new things every holiday in principle so that you can handle it and then it's perfect to use the weekend index. You could have longed there and you could still trust on Taco. I'm a little bit nervous to that Taco will work so long. But it's a C and this volatility that does not use it.

3:18Iger is able to use it to use it. They have been open almost 24-7. It's handels around more markets, it's raw products, the US index, the value, with more. And especially now on the summer I really love their app So you always have it in the middle of the index Or if you want to take some position And it's extremely easy to handle with them Where you are And if you want to learn more So you can go on IG.com Then you can learn about their helghandels Or what products you want to handle They have also launched options on Bitcoin It has been a lot of crypto-world So regardless of whether you're up or down, they're giving them an expansion on options for Bitcoin, for example, for Bitcoin.

4:08Exactly. One other thing that you should remember with the open 24-7 and that almost all markets are all the time, is that if you have positions on other places, you can hedge positions. And it can be important if it comes to a new or a paradigm shift Or like now with the holiday, then you can hedge your portfolio So just as a compliment, it's also important So I think that you should really need to scan in IG If you have no account, you should open it or start with a demo account And try it out And it's perfect now under the summer, it's a lot, it's a lot, it's a lot And so maybe you're ledig from job and can set yourself in it.

4:52Yeah, proa our enkla world we live in. Precis. But come back to all trading means high risk. 75 % of all professional kunder can lose money on CFT-handel. You can think after if you have the risk that you can lose your money.

5:11Yeah, if you want to take the things I have taken with me here on the big negative kursrörelserna så hade vi ju Exvivo, jag pratade väl den för ungefär några månader sedan, då var det ju om det var Danske som hade dubbel nedgraderat det här bolaget kursen gick ner kraftigt man får ju bara lyfta patten till den här analytiken kursen har gått från 500 och nu var den ner i nästan 200 igår så det har ju varit en väldigt kraftig nedåtrörelse på det här är alltså på 6 månader which is crazy, but many of these companies especially Medtech-based companies have had very high prices. Now it came in both a vinst-miss EBITDA came in 50 % under estimaten, the omsetting was 20 % less and the organic tillväxt was minus 11%.

6:07It verks be some lagarminskningar hos kunder. It's there you can get a little oro, but But it's on a way that the price is extremely good on the six months before. Now it's just a bit of an analyst. If you look at my Mildef, it's also so like that it's not a price. The company, the company, who I was like, was a super-stress for that he sold it. He has remained on my shit list now when you sell a mega-insider. And then a month later, you have to be a vinstvarned. then you're not a much more trust in my book but it's very imposter of the börsen and the market they can't speak this before so it's either people well informed with channel checks or it's another information but on a way it's always well informed and it's often not as a shock these bad reports what say you?

7:08I'm a little bit of a sneer I'm a little bit of a I'm in a big position But like for all So you're getting a little irritated Man gets irritated And it's like it's now you're going to buy All right, all of a sudden was a record We had a mega-trend in the supply Man should not buy 300 I probably bought 200 And now you got 161 And now I'm back to 180 So it's now you're going to buy I can't buy a small company I think it's a good thing I have it as their biggest It's the first time, but I've been so far more than a minor position in a moral protest when you go on a semester and how the VD has been.

7:50So they've been snarerating a knack here, so they've been going to move around. Yeah, but I'm sitting on mine. It was not a big position from the beginning. So we'll see, all of a sudden. Yeah, but it's been darling to the one point and then it's been a big loss for the other. I think that the price has been very sorry. I saw that Lifco come with a bad report. They also had a very high rating. They bought VD a little. The price was 5%. Now I think they came down a little today and in the end of the day. But it's still like that it's not like these are any kind of catastrophic reactions over X vivo.

8:29I think that it was many. I think it's up 10%. It's many companies that still have a good value on their reports. When it still feels like the price is still on the high, people have problems, it's a bad consumer, it's a bad consumer. What is your feeling about all the reports that have come in? Are there reactions? I think that the expectations were quite low on the cause of the war, so it has been bled in the world this kvartal. I don't think it's any cool on the ice. I don't think that the rapports could have been worse if we say so. So it's quite a bit of a little bit. Even though some companies do big deal with it.

9:13But there's no drama. No, I can hold on with. It's a little bit of a loss for you. You don't know what you're going to do. If it's the worst thing has been. In the way how it's been with the ones. Or if it hasn't started yet. It feels like no one really knows how to do all things. I saw another interesting detail. It was B Group, which was very hot in 2022-2023. Stålgrossisten. They were up in 2020. Then it was P1 maybe 3. It's a lot of the less P1, the more you are. The top is now. Now it was the price of 40 kronor. Now they would do a few years ago. some years later. I got to learn that via EG7 but looking at low P-e-tals it doesn't need to be a solution on a portfolio.

10:09Absolutely not. And then you look at P-e-tals in a little bit specific. In skogs should you always buy high P-e-tals and sell low. Yes, exactly. What else has been low value is Nelly. I was in here, I'll see what the course was on. It was 5 kronor. I juli 2023, if I say right. And now we're up to 58 kr. And we got in Lager 157-ground, Stefan Palm. He came in after I sat and filed on this. And this shows how fantastic it is when it comes in people with blood. We've talked about this before. And that you just need to buy after Turnaround has come. To sit and hire a company before it has been. Visst, du blir rikbelöna om du kommer in där runt 5 kronor.

10:59Men det hade varit mycket bättre att köpa efter första bra rapporten på 10. Nu har man fått 570 % till 57 kronor. Nu visade de både kraftig vinstutveckling och till och med lite omsättningsutveckling. Innan har det mer varit att de har skalat ner, omsatt mindre men höjt marginalen och fått en väldigt fin lönsamhet. Jag åker förbi deras butik på Drottninggatan. They've been a online company before and there has always been full of a roll when you look at it. So it's been a really imponerable journey. It was the same with Chefello there, also low-wourderated. It's more expensive to buy after Vendingen than to come to let it.

11:40I often say that I'm going to buy before it goes. So here in the afterhand, you see that it's a wrong strategy. and why it is so is that a vending is not so easy to do at a company, but it is very important what management is and what it is and what it is that is. For in vending, when you have a hard decision and so on, it can be a wrong decision that makes the vending instead of a L where it just goes to C-leads. So for a real turn around like a U or a V or what you mean, but it's not alfabet here, but it requires that it It's a good CEO and a good manager who has a good plan on how to execute.

12:23Yes, and he has been extremely in the way he's going to be in the 57. He is a millionaire, he is a good job, he is a good job, but it may also create the tryggness of being able to take the right decision. If you have a big capital with a large capital, you can't take long-sictive right decision and not just focus on the short-sictive decision. Yes, absolutely. so it's. It has been a little bit about the supply sector, we talked about Kebney before, there we got a new store - Salen-group with Staffan Salen, so it feels really like that it's going to fly to the market here, you hear about very much defense tech that it starts to get a bit, you just ask if the fund can screw up and invest, but I don't know Kebney today, but it's very cool that it comes in institutionellt kapital och långsiktigt kapital så att de här bolagen kan göra riktiga resor och så får vi se men det känns som att det är något sånt Kebni har behövt här något, ja, bättre på IR och liksom få fokus på sina produkter och kunna, det är ju väldigt långa ledtider här så det är bra att få in folk som är väldigt långsiktiga Ja men precis och jag tror också att Salén är en bättre storägare än en tidigare I all fall i den, so som jag tänker Det är inte en jättestor aktie Och den här tidigare Storäggaren ser ut att ha sålt ett tag Innan han nu satte den här Den större delen av steken I den här blockaffären Så att bara det säljtrycket Som han har stått för Försvinner väl nu Jag har svårt att se att Säljninggruppen Ska sitta och flippa ut den här Så det är ju positivt Bara urändring att aktie I'm a liquiditets perspective.

14:12Yeah, but really. And it's been a case of... We've never got the Atlas... I'm not sure. Just like you. I'm not sure. Not for the future. I'm not sure. Yeah, but exactly. And then of the big companies. We had Ericsson today. That was not so good. But otherwise we didn't have the real Atlas, Sandvik and the big companies. And those big companies. It's our worry that in the USA we have very much tech and so many companies have been a lot of companies, whereas in Sweden we have much more companies that do that. That's what our index will be able to get out of this. But we have not really got a lot of banks and so.

14:56And there we have not really got any kind of value in it. It should be the kronan that has gone a little bit more than that. But it's still to see. Yes, exactly. I don't know how much you think about it. Man ser ju att många bolag har presterat väldigt bra och sen har då valutan. Så många redovisar hur det skulle varit utan den här valutarörelsen och så. Men det beror ju på lite hur Trump vill spela det här. Det känns... Just nu är ju alla supernegativa till dollarn. Antingen tyder väl det på att vi ska få någon helt omvänd rörelse eller så är det liksom en långsiktig trend under hans mandatperiod här vilket kommer drabba alla exporterande bolag väldigt mycket.

15:37Yeah, and that he will have a dollar I don't think it's any kind of a good thing I've said it before I've said that you don't want to go against The administration and they have told That just the level of the dollar Is not their focus But rather than a lower dollar Can be positive Yeah, exactly

16:01We are sponsored by Saver And there we have our model portfolio. Now the market has gone fantastic now at the end. What are you saying? Are you ready to go to the end? I think it's going to be a bit of a change. The market has gone 30 % since Lowes when the war broke out. And now all are melt up here from after 30%. It's like that the ones who have gone up here miss the tåget. We saw it up on Lowe's And it's been very good But I feel like We start to get to the date 1 August with Europe Annars will it 30 % of the time As Trump said in the helgen Even if it's for the time all the time But you never know But 90 days with China Are on the way to meet The way to meet It's a big event That's going to come up And it's going to come It's a very near time And then with 30 % of the rally from Lowe's So you should be able to get into the market.

17:02That's what I feel. Yeah, you'll be able to get a little bit further and send out a little update on Twitter in the week. Yeah, exactly. It's like it's coming to the week. And then Saver has launched crypto-ETPR. So now you can easily and easily via Saver get into crypto. And it's via our partner Virtune which we talked about earlier in the podcast. They're using all crypto via cold storage, via Coinbase. and now can handle it cortage-free with Saver. So it's a very smooth alternative if you want to do it on Virtuos products to do it via Saver. Exactly. And you can hold it on your ISK and then you don't forget the rules and the market process that you can't do it.

17:47It's easy to declare it on ISK if you want to get the exposure you want. And they have a lot of different value such as Bitcoin, XRP, Solana and Ethereum for example. So this is a great step to add a little crypto-exponering in your portfolio that you have at Saver. So it's time to be a kund at Saver if you don't have it today. But remember, investering in your risk and it's not sure that you'll get back your investment capital.

18:21And then we have Cantarga. I think it's always cool in our outspoken sector that they get to big big deal here we had a company with market cap of about 300 million which got a upfront on 3 million dollars and then very high milstons-tolds-told which is not sure if they're in or not it was the Japanese Otsuko that was going to take their can 1-0 to the market I handled it a little in the morning I thought it was a little low when it was so big upfront it was the same i Sanjona, man fick bort en stor del av finansieringsrisken och man får in en partner som kan ta den här produkten till marknaden då.

19:05Så är man påläst så finns det garanterat ett bra läge i de här aktierna att göra när det här bruset har lagt sig och man kan värdera det här bolaget. Nu känns det första dagen när det är mest traders och folk som ska ta hem vinster och liknande. Den är upp 167%. Det behöver inte vara dyrt. Jag har ingen åsikt om det här idag. but look at so many of these kurses on three years are still still under 47 % and it has with that you longer a company will hold on then they will spend out and take in money to a higher level and then you have to take all the emissions before the dream of the dream come exactly yeah exactly so it is it is biotech what should you say it is good for svensk biotech then you can take a little vinst here and buy some other other we have many many biotech - companies here in Sweden.

19:57Ofblandad quality, but it's cool for the sector in all of a sudden. It's a lot of small-sparation that draws to these stocks who may be able to sit on other stocks including them themselves. But you dream about these stocks and will be able to get up to a 167 % in the course. Absolutely. And the trick is to have a diversified biotech-comptial so that you can have some winners who can finance Yeah, but exactly. And look at the cash. I've seen that Oncopeptides have been here at the end. It looks better for them. But the company is good to pass on and take in money when it's a lot. And it's smart of the company, but it can be a job for the company.

20:42It's the ones who are going to stand for this. And then we have Plaid. Played, there saw I that Koenigsegg, man får gratulera honom, han är storägare, biltillverkaren, Christian von Koenigsegg. Jag saw that hans post was worth 1 ,1 miljarder kronor. Han har köpt på sig hela vägen från, när han började köpa Played så stod den i 18 kronor. Då köpte han sina första 27 000 aktier och nu är han uppe i 1 ,3 miljoner aktier. and it looks like he has been going to buy around 400 and then he has been going to increase the whole way but now has the price completely on the upside and has been up to almost 900 kronor and this is also on a way that people have been talking about it's a good company, I'm going to know when it's not it's been up over 1000 % now but the bigger a company and the better it gets desto enklare blir den här momentum-kursresan som man själv som trader har väldigt svårt för.

21:47Men Foxy är ett framgångsbolag, det är nu det lossnar, det är nu det kan ta över hela världen, det är nya länder. Det är liksom då den enkla aktieresan kommer. Ja, absolut. Jag har missat det här. Ja, jag har missat det här. Jag har handlat den lite men inte haft den långsiktigt. Det är bara att gratulera de som har legat här långsiktigt. Och det är väl nästan de som har varit med tidigt. It's a little like crypto. Man has to be difficult to buy in on 600-700. I've seen a lot of investers have taken in play when they were on the way up. And it's almost even more imponerated. Then it's become a new thing.

22:24It can come in from the flow. It can happen things that make it happen. The screen comes up on many more. Man underscats this with market cap and index and all of those parameters. but just look at the value of 10 to 20 times and now I can't even have to buy it. But it's maybe then it's when it's in many more portfolios. Absolutely. What have we more? Have you seen any company you've seen? You mentioned a little bit of Kraft here before. I have a special one called Honda. I have mentioned it before. So I'm waiting for that I'm going to follow up here. I thought it was a better risk reward. The solution is to be with if Kärnkraft börjar hasa Så jag är lite spänd på den om den kan komma igång Hittills har de inte riktigt gjort det Men Nedsidan är ju fram tills de röstar Ner till 10 dollar Och den handlas väl i 11 20 eller något sånt där Så lite mer än 10 % Nedsida till cash Till kassan I SPAC 'en Mot att den kanske kan få följa med på Håsen i sektorn Ja, nej I've looked at Studsvik where I'm a little bitter.

23:37The company has doubled on 35 days. It's a company that consults and has different services in the company. It's a young actor and has not all sacked more in the company. They got some little to get to work and act on the americans market. It was a big trigger. and then I've seen that it's been a lot of happening in the market they've got to get in a Swiss-man Daniel Agartheer and his investment company Armada and here I'm going to thank Peter Gyllenhaum who has owned Studsvik very long who is a very good investor he's owned 20 % he sold half of his business or half of his business to the Swiss-man which came up to 9 ,9 % and then he's been able to 29 ,9 % in the beginning of the summer but he said that he sold for a competent company to buy a company a little bit of a növend, so it's still nice to sell 10 % and suddenly it's double it.

24:46So it looks like he has done an IR-resa and got out this company. For them, in and out of the power of the power of Kjernkraft, over all, so should Studsvik, and if they can get to USA-exponering, it's like it's very very much, be a super-winner compared to all other companies that handlas to 100x winston or 100x omsetting. I saw that Ocklo stood for 65$, and the stood for 10-15$ when we talked about it. Yes, exactly. First time we did it. Yes, exactly. Studsvik had not all sacked by when you can get a real company with exponering for Kärnkraft. but it's hard to know when it happens I see that the course has gone from the 1-year graph is 140 to 120 in the beginning of May and now it's gone from 120 to 225 no, it's not I'll go to but it's always nice to sit and backtrade how you should have done and how you should have thought so is it, but if we look a little further then maybe Evolution has a report on Thursday yes, exactly there we had insider-coded so it's been a little interesting It's the last, the last, the last, the last, the last, the last.

25:54If it comes in bad and they guide well, then you can buy it. But so think everyone. So it's hard to get it. We still have some high calls there. So we'll have a mega report or mega guiding there. The other have gone out. I'm going to sell it with a little bit. Then, if we talk a little about inflation case, so we have silver. It's been up in 39 dollars. I've had a fantastic development There I go gold And I've seen the silver I've seen some tips on I've seen some of the financing It's been great now It's like silver and crypto Signals some form of inflation Or beautiful bill Or a dollar-forsvaging Yeah, now maybe krona has gone a little worse Krona is in at least 9 ,60 The company is not on low low at all.

26:53No, but I own a company called Heckla Mining in the USA. It is one of the world's largest silver producers. It has been over 100 years. Stabilt, maybe not much leverage. But they have a lot of gruver that they want to open. And Trump wants to open them. So I think that everything is in the scene there. so that they could lose and that they could gas production because it's something in the USA administration wants, all the supply chains on raw products and so on. Yes, exactly. My silver company is very strong when we have got silver on the market. How does it do you do? It's pretty good. I bought it for a month maybe.

27:44Is it a new Occidental you have put in the portfolio that doesn't even do it? It's not the same wall as with the other but I look at this and if silver goes it will be possible to perform very well but it's up

28:0310 % maybe then I'll pull in it it's still a little bit but I hope it'll be fine it's really like silver signals something, antingen it's solenergi and the whole after-frog-case that we have dragged or is it a form of inflation-head so that real-to-gångar and raw-varor should be able to move on a completely different market here. What do you say about crypto? There it is full-haws. It is like the whole thing with treasury-tema that companies will be able to buy crypto for the cash. Yeah, it's full HOS and now I've leted crypto specs and now it's time for the snabba, agile spec-människor that's going to do a crypto deal.

28:57So I expect the next HOS is that someone buys a stablecoin, a company that holds a stablecoin. That's what I think will be next HOS. And I'll come here now with new old-time highs on crypto. But what I think is the same theme as the raw parts. And it's dollar-saving, more financials. Like in the USA for example. It looks like China and USA, what they do is... USA will have access to rare earth materials, all rare earth metals, but now it's coming to go, that Nvidia will sell a chip to China again. It looks like it deals there in between. But regardless of that, it will be that the US will have their own supply chains on many metals.

29:47And it will create a price-saving price. And that maybe the US will have their supply chains to pay what it costs. So it will be a price of the price. Just like oil, that's the rysk oil is now now than oil. It's on the basis of sanctions. but it can also come so on some metals but I see that the administration in the USA will be self-saving on these important metals because AI requires a lot of so the oil to green energy requires a lot of so copper will be required in all energy consumption, all of the oil and then it requires very much copper silver requires a solar bullseller, it's extremely much silver, it's why I'm bull silver it's why I took in the mining, for that the I'm not so labrad, but I want to expand on silver so I think we'll see dollar-forsvaging ihop with that after-frågan will be going to increase on the basis of supply chains and so on which then down the road will result in an increase in the output, so the price will go down but there are we not yet I heard a little about the Big Beautiful Bill that if I have gotten it right it's quite a lot of money that comes out to the usual consumer including that Biden's drinks and that will now Trump will be able to pay back so that all the people who have paid a discount on drinks will be able to get a check if I have gotten it right or he will try his fine face and thank you.

31:32And that would be a good risk. All the risk. Crypto, all things. You can get a push of this if it goes through. Absolutely. So it's like he is back to gas, gas, gas. He wants to get down the dollar. And then crypto and many other other things will be up. Absolutely. And it's why he is so crazy now. We are just kidding, or Bursen and markets, or the world Have just kidding Taco, Trump always Trump always chickens out Trump always chickens out And It's possible that he did it when he saw the rentals In before he could get into His big beautiful bill But now he has gotten into it So I It's why I have to be able to Kort a little index I USA Now we are on high levels again for that I'm not sure we have gone 30 % since my bottom on Taco that he chickened out in the show now he's got it through his story I'm not sure that he's like more than a and after 30 % it's a rally for two months so you start to see on his house and I have a lot of fine I have that I don't want to sell they have come up I've taken some of the some of the Tobii for example I have taken a lot of I've sold 75 % of the market.

33:05The market has gone more than 100%. I've taken a little bit of a savings, but I've been to the in June for a year. The swing trade has gone over 100%. But I want to have something on the side. So I've been to cut a little Nasdaq. Just because we've got 30 % on the theme that Trump is a chicken in the market. And so that Trump has learned to know him in many years now. I don't know if I could call him a chicken. So I'm a little unsure about that the forks are going to change now. When he has gotten through his big bill. Because the bill, as you said, is gas. So he has to be a tough after that. So, yeah.