Avsnitt 544 - Sanningens minut

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.

0:34We're back in the studio.

0:45Is it that you're going to do when all the other is going to lose money? Yes, but it's a little bit so. Absolutely. Why are you going to do it? That's what we're going to talk about in the episode. But especially at the long-runner, little where the world is, Japan, Frankrike, England, USA. It's a complicated material. You don't understand anything. It happens something and then it will affect all of you. But it starts with Frankrike. At Macron has a little trouble there. And their big budget-runner. And so it's like it's going to be. Entligen styr Macron, känner du? Ja, exactly. It's not that all are back on job after the summer semester.

1:24Igår felt like it was the緩or days. It was Labor Day in the USA. Then you can see that it didn't happen. And today, when all are back, was it a little more action. I thought we would talk about Flat. They did a huge investment in the industry. I think we could talk a little about Intelligo There's a little bit of a long time I think we could talk a little about Neonode There's been things that have come, but still not So can we say It's going to be a little bit about how we think and how we're doing And then we have gold and silver Some I've been positive for the year Slår new highs all the time And it's probably going to be with the rentals And all the rest of the money It does it.

2:10Exactly. And over the last, it's a safe supply chain on the raw market. So raw market goes stark. Yes, it's just to follow Lundin. It's the easiest way to do it. Yes, if you want to play safe, you can keep it safe. We're going to go.

2:33We're sponsored by Robomarkets. and it's a little negative and bad on the market today on Robomarket is talking about the market it's always new there you can talk about short and long and they have even opened up with more than ever 1400 akties are open up today so you have full access to even the most companies so you can see that it's written a lot about the US website now you can access them via Robomarket so you can handle with a value, a stock, a ISK. It's just a bit in and out of the way. Exactly. It's full tax on Nasdaq and NYSE-burses. It's a complete rebrand for trade with the US. And if you want to get into TradingView, now you don't have to go on the playa anymore.

3:19Maybe you sit on a lunch instead. You take out the graph of what you want to buy, where you want to stop loss. It's very easy to get into it with TradingView. Yes, but really. And then you can even go a little bit in TradingView if you want to try strategies. and so. And if you have questions, contact Max and Simon at Stockholmskontoret. They're in a way to create a account or if you want to create a account. Do it! And then you can also follow their Twitter account. Robomarkets SE. Thank you, Robomarkets. But remember, investering in your risk and it's not sure that you can get back your capital.

3:54What's up?

4:24Today, it came to Clana do IPO, but it's still not a lot of flat. So I've been able to get my position after the report. I felt that it needs to quite a lot for this nav. On the one hand, it was a hype. Which, in the second hand, it was. On the other hand, I felt that before it was much less. All the invests they made were 1-15 million. That's what they would do to do at a company that is worth 2 ,5 million. It's not really the same. So it was more what they had to do with the big kass. And then it came to that they invested 458 million in a company that they have created. Defensor, where they had two companies.

5:13Armatech and Save4You. and it will be a form of a company in the company in the company and they took a big deal of 62 ,5 % of this company invested 458 million they had 700 million in the company so they had a big deal of the company but they had still a short cut and they got with I saw that at the company on Söderberg Partners und medgrundaren Gustav Renthog som är väl en av Stockholms bästa finanskillar och förvärvare när man tittar på Soderberg Partners resa. Han satt i styrelsen här så då har de fått in ett väldigt duktigt gäng de hade ju fått in, det var väl någon tidigare folk från Försvarsmakten och liknande de kom väl in på någon värdering på åtta gånger ebit och tittar man på börsen så handlas ju allt typ trettio gånger ebit so here it feels like they have potential to do a very good forsvarsresa and this was a company that was worth paying it's very easy to buy a drone that will be done in 10 years but here they will create a cash flow company any form of a series of so yeah, it was very interesting cool that it happened to be great kursen have gone fantastic on this Here today, it was a little more flat.

6:43When it came to Klana, it was a little bit later. Then it was a little bit up. Then it fell back a little bit. But it seems like they played all right. Now we're still waiting on a VD that's going to be able to. It's very interesting who the person is. Have you talked about flat? No, I haven't done it. I saw the RRs today on Klana-betschets that it's going to be IPO. It's not Klana yet to be a big deal. It's just 30 million of these 2 ,5 million. Yeah, exactly. So it was with me that I followed the role. Yeah, and it seems like he set the IPO-pris low there, which is smart. If you look at the other, it has been a strong bull, crypto-bursen and core-weaver.

7:27I'm sorry to say that it's high or low-women, but they have gone pretty well. So it seems smart to not be greedy. and he has no incitament to set it up because he looks like the end store-a-gars that doesn't sell it either but it's a great big options program also yeah, it would be a lot of options program the first days it was a little interna bruh about how much he would get but a little it's popular that you have to get special aktier, you have to buy big big package for the VD, it's a trend on the American market where Elon Musk has been a lead. Absolutely. So it's been a very exciting IPO.

8:12It comes a lot of facts, which they sell, what they're going to do. It was around 13 billion dollars. They were up to 50. They made a crisis emission, can we call it, around 6-7. And now they've doubled it since then. But it was still in the bottom of the Ukraine-kris. So the price would be higher. I saw that it was some who wrote and wrote, Peter Malmqvist and Mimera. If you want to evaluate this on PE, it's still a PE 100. If they're paying 1 billion, it's a PE 130. All the way it's going to be is what you choose. If it's a tech company with transactions, flöden and volume, or if it's going to be a bank.

8:59How do they sell it? there, all of a bank, so it's not PE, if you look at it, price to book value. So I don't know what Malcolm talks about, what he thinks that it is for a company. They've in all of a way done a very good turnaround from having been very forlustbringing to being a... Absolutely, then they've had an otur also. Every time it's been IPO on the tapet, so have the market klappered ihop. And today it started to crash. But now it's like it's a very It's a very nice way. So it should we go ahead. Yeah, it was many banks inblandade. It's going to be a lot of money to that it's back now.

9:35It was probably mid-I Liberation Day here. And then it was the whole IPO. But it's interesting to follow flat on it. I do it just now from Sidlinien. I'll probably buy it in if it comes down. It's interesting what this company does. How active they should be. using Bra Light and it will be a lot of half-trotters and a lot of money that no one would buy and now maybe many will buy but it's not yet many that are on the hook in this sector I think that they will be a little step ahead here if you have put up a strong setup with a good of these funds it will be a prospect and no one will invest in the first one now they are all in so it takes a little time and tonka around it here.

10:30Then we Intelligo. I thought that the actuals stood at$1 ,500. There was$1 ,75 here. There you can really congratulate. It's our time to be a guest. Isos has been a big deal here. I don't know how it looks like his position. He's a good deal. It's just to congratulate all the time. It's still a lot of ways to see it. little bit of a bit, but now it was the first report where they had good cash flow. Kundsfodringarna also ökade, but it does it when you increase the amount of money so much. They're going to guidance again. I don't know what you're saying when you're outside here. They have big customers.

11:16It's a lot of customers in Kina. All this stuff we've mentioned earlier. It's not coming from any point here. More than that the company has levered. And the VD made its obligatory inside-go on about 1 million. Oavsett where the course is. He has a little more here. He has fought on here from the video-m that it really will be a real company. And then you still don't know where it's going to be. So now they've got a new CFO Now it's like they've got a different bit For that it really should be a real company And then you know what it's going to do Man wants to put it I have a lot of friends who are long here They are really good Exactly And they're already on 40 pounds And they're not No, they're not They're just a little finger print So it's just a gratis Yeah, it's a little fingerprint That if you sit for a while It's easier to cut things You don't have a Sit-flask and when people Are you screaming?

12:20You're like a bedside Yeah, it's a nacktale with being So near the market as we are But We have many things That you don't have to do it But in japan with fingerprint We should not say that it's a japan But but just so that it's like a lot of money. It's like a lot of money. So, yeah, it's interesting to continue to follow this company. It's still not yet any institutions that have come in. I don't know if you need to do a right amount. It's just that it's what's become when it's so many writing around around. At no one has a side as a institution or a fund to stop in and stay here if it's going to go bad.

13:04Yeah, then maybe you can lose job if you have done a bad investment. Yeah, there is a problem with many fonders that the carriärisks are... ...for big. Man can think that some fonds should be done and do it on the real time. I found someone when he was in Israel or where he was, Jankare. They had 90 % per year in the fund. So it's a different school here. and this is a little like Mobile Farmer where the foreign countries find a Swedish aktie it also happens on different ways but it's a lot it's not a small print here it's a lot of money so it's a lot of money so it's a lot of money that's one who thinks about it with the akties and it's just gratifying to all the people who are and then you can learn more about UV-dossimetre exactly then we had Neonode and there has come a settlement it feels like it comes a whole time and the end that doesn't come is the same and the end that is interesting is the same I myself have as in many other cases so left me and I saw a little when the first new year came in and then I have a little on the way now I'm up in 25 it's been a fantastic race and it's been the most fascinerande sista dagen är att det har dykat upp massa kända och okända twitterkonton här och vevar vilt om att aktien ska ner hur mycket som helst.

14:38Det har inte fått någon påverkan på kursen, vad jag har sett men det är skönt att folk kommer in här i sista timmen och liksom börjar yra grejer och nu när det är så nära det känns som att man blir helt tankeparalyserad då i att It's a thing that's a logic here And it's like, we have a contract We have to pay so much And then it's like It's like a firm It's not a company It's more a patent company That they drive this And what are their goals or what are their incitement Are they nöjda with 1 billion svensk kronor Or are they nöjda with 20 Svensk miljard kronor It's not like they can choose Samsung should go with it Absolutely, it's more that we're talking about right-hand.

15:29How hard can we play this? How strong are our kort? And what can it be in a right-hand? And then there are enormous well-arbeitable Excel-dokument. And then you have no idea how much it plays a role in a competition when you're a patent troll against Samsung. Nej, exactly. But if Samsung was completely sure that they would win this and that it was just a bluff, then you don't sign it in a settlement. Now you don't know what kind of a settlement they have signed it. I can't say it. No, I can't. I also have escalated off. I sold my first half on 12 for a long time. Now I've sold the other half of it.

16:08It's a spot. Or what you had in a time. But it's cool to be with you later. Kursen has gone 1000%. Exactly. There can I think that there are some I don't know. If you haven't used to have 3$ so you don't have to say 25 so feels it it's not it's not it's not that I mean that the fact the fact is in a fantastic already here now we are on 1 billion dollar and it's not it's not it's not it's not it's not many stances that's on the levels so I don't know I think I think I think I think I think I think I think I think I think I think Milliarden, Milliarden dollar. And it's like... And it's probably right in theory, but it's not really so it works.

16:59We have no idea. No, we have no idea. It's just a question. But I mean just about it. It's not a hype. It's not a hype about it. It's legal and patent-twister. It's the end I can constate that is a dollar in a super win historically in such a way. And it's a big sum in such a way. so and I'm going to bet and I'm going to bet here so I'm going to bet here on that it's going to be a outlier event even from the really good things that have gone through you know what I mean at the bottom on 3-5 dollars then it's going to be a bet on that it was completely osanthick that they even could come to for a while now we're there They say that they should win That the settlementsumman Is a billion dollar Ska I betta på ännu mer It will be a gap after a little bit for much I've done a fantastic resa So I don't want to gamble For much with it So I have a little runner for that It's cool But It actually doesn't play a big role here And the end that I hope is that it will be This gigantia beloppet But if it's a billion dollar then I'll go to an action here.

18:19If it's 12, I don't know what it's going to do. It doesn't matter if it's not in the morning. It's a good thing for me. It's been a great deal. So I saw it. We said we should give our take today because it's a gal. At all point, it's a gal. It's a takes over all. I'm very spent on the situation. after all. That the company gets in a lot of money and then how you can't afford the Apple then I think it can be a super-intressant way. The company has said that you have to deal with minus two years cost in burn rate and then I think it can be a super-intressant way again. Yeah, absolutely. It will be but I think it will be a billion dollars.

19:07It's a lot that will be going to take a win. Yeah, or do And then the money can come in on the bank and they can do it. And it's like here that the kurs is. Plus Apple-optionen. It's so logical and rational. Absolutely. But it's not working. No, it's not working. And then it's up to the other side. That it's like 10-15 % shorted. It's a lot of people who say about low-belop. So it's like a different level. It can be a whole Vilda West on the Uppside. Absolutely. Absolutely, absolutely. I konstaterar bara att aktien pisar in runt en miljard i settlement. Och det är en bra summa. Even fast vissa skriver att det kommer bli 3-5 miljarder dollar.

19:50Jag tror inte det. Jag tror att det är högst osannolikt. Men vi får se. Vi får hoppas. Hoppas, absolut. Och sen så finns det lite olika regler. Det är väldigt mycket spekulationer här. Och då finns det någon Nasdaq-regel att bolaget har, händer det något major event eller liknande så har bolaget fyra börsdagar på sig att rapportera det här och allt bygger väl på att Akeritas de här firman patentrådsfirman som Neon har ett avtal med att dela på vinsten eller om det blir vinst de måste ju informera Neon av de beloppet för nu har det ju kommit att vi ber doman lägga ner allting, ta bort det här där står inget belopp utan de enda som vet beloppet It's just the ones who have driven process And they will then inform Neonode And then they will report In the worst case, you can wait on a report That it says how much have Neonode got in the kassan And it would be a kind of catastrof To have to wait three months on what it is on the kontot It was in a interview with CFO And he said just that we follow the americans rules Skönt, luddigt, politikers svar Exactly I mean just that This is not our core business When it comes to trading and investing It's a special situation And just that's why we have Size-sacked after here For it has already gone super Yes And then we have gold and silver Both of them Silver has been higher But gold slår new high all time highs The whole time The go gold and Vissla silver that I've talked about are fantastic.

21:36Why do you not have more? I'm looking at a little more. I have a company called Montage Gold. It's gone from 1 to 5 dollar. You know, I'm feeling a little that you're on the road here. My feeling is probably not so that it has not even started if gold could be still here. No, I don't think I'm going to. I think they're going to. Miners are really strong underwashed and the results are well record high and the results are probably record low trots that the company has gone so well because everything goes down on the last round here so I need to go on to the next step you wait for a dip that you want to buy but if you hold the price here so it's a fantastic place it seems like the market will signal something here the länder, the bank, everything will be removed from some obligation, statspapper Do you buy gold?

22:29That's the new trend. Yes, they have been increasing. What do they buy gold? What is the tank? It's that they need to pump their problems. Stater, or? Yes. And then they buy gold? They sell gold? They sell gold? Yes. Kolla how dollar goes. Fiat-valutorna går ner. Köpkraften försvinner. Alla fiat-valutor can't lose. Någon must be a winner. No, but the price can still be for the people. If inflation is. Exactly. It's a role. And then if it's geopolitical in the safe times, then it can be a good one. But it's not just the gold that goes. All the raw parts, as I mentioned, Tecla Mining in the USA, which is the biggest silver producer in the USA.

23:22Silver is a precious metal, but still even en industrimetall och ska man köra onshore-ing, alltså man ska ta hem sin produktion av olika saker så så är ju silver till exempel en sån grej vi har ju pratat platinum innan har ju pratat om i år, den har ju gått fullständigt fantastiskt, jag är fortfarande ledsen över att jag aldrig kom in där men silverbolagen och guldminers och sånt laggar ju, om priserna ska stå kvar här, det räcker med att de står kvar här om guldpriset liksom hovrar här omkring So with the time So I think miners must be Pris to be higher And if you want to continue To continue to do this Then will be mining Spel to catch up Yeah, so I think And the GDX, GDIX Some are the big ETF They are not in the near of the big inflow If you compare with all the other Trending and AI It feels still a stendet Yeah, exactly.

24:27And so it has lagged so I think that you can look at a company who have a good cash flow but it doesn't go so long. You can go to the mining sphere. For example, I mentioned that I'm up to 40 % since I've been in the summer. And it's still in 125 years, they've got a lot of money. I've got a lot of money. Alltså jag valde ju the safest bet Höll jag på att säga Och spelar de här bolagen rätt då så bygger de ju stora kassor Då kan man köpa upp mindre gruvvor Antingen potentiella som man inte har råd att utveckla Eller producerande gruvor Och då kan man ju få lite den här Seriekompounder-effekten Som kan bli fantastiskt Exakt, jag har en till kicke på Om man vill välja bolag Och det är att man kan gå in och titta USA har ju valt vissa bolag Eller Trump-administrationen har ju valt vissa bolag De klassar som liksom It's a national interest.

25:23We saw that MP Materials and Pentagon bought it and bought it. It was a rare earth product and for an ad. The acties were full-time in the past year. Because Pentagon took an ad. I have chosen to have the same theme. They mentioned it there also. In silver. But it's a lot of other companies. Then you get a political with wind, under the trend and everything with you. And it's interesting. Just in the gruv - You want to have a political And if Trump-administration Will you choose the winner There will you be And then it's kind of a trough We can thank Lundinarna That they have double-noted Or have noted Lundin Mining Lundin Gold and like But it doesn't exist so many miners On Stockholmsbörsen So you need to get out In the Canada-dungeon Where you feel like You just buy something And then it can be good to to the names like Lundin and such.

26:21Yes, and if you have a some quality sample, it's many of these that have double-noted in the USA. There might be better courtage. Precis. It can be a Alamos Gold. I think that the one has gone from 10 to 30 the last year. But I would have buy on dips on the one. Yes, I like KNT-ticken also. It's a very good company that will expand. So you can find a list of when it comes a dip. But it doesn't do it. Just with gold, it's a risk-off trade. In a certain way. And inflation-trade. It's like it's got to be a risk-off or risk-off. So it's it. So I would probably want to get a little bit more than just to buy gold.

27:05I've got silver obviously, as I've been talking about it. But you can get more in a lot of råvaror. so that you get inflation but not recession you get a more exposure to the economy whereas guld has quality but not in all the different economic situation No

27:33And this week we have with us a guest we contacted a hungrish handelsstudent who started a company, Belugio, a brand. Welcome! Thank you, it's been a long time. I've listened to the podcast so it's fun to get a look at you and get a look at it. What are you doing with it? I sell 100 % cashmere, half-sips, kabelstick, crewnecks and so on. And you are cashmere-kungen, Lomolf, we've got to try these clothes in a week. How does it feel? I'm pretty with quality and I think that you have got to super quality. The other thing is also really good. But just the pass-form for cashmere can be a little bit.

28:11It's a little bit too much for me. But I think that this is super. So I'm on with it today. The day to the hour. It's really good actually. Exactly. So it's really cool. And especially in the future, you have a great competition for inflation the last year. Cashmere has been taken away, if you say so. And there are you super good. It's true. Especially with the rabat-koden I'm with you today to the listeners. Fill or kill Med stora bokstäver på hemsidan Belujo.shop Ger 20 % på hela order Så då kommer vi ner till riktigt konkurrenskraftiga priser Precis, runt 1000 lappen Hamnar man då, det är ju faktiskt väldigt Bra för en 100 % cashmere tröja Ja, så vill man vara väldressad I höst så är det bara att klicka på länken I avsiktsbeskrivningen Och spana in de snygga kläderna Och framförallt sponsra en ung, hungrig kille Som vågade höra av sig till oss Och fråga if we could find out do it

29:08and if we continue it seems like that the rentals are here and it has to be with some gold and silver and you can get to worry it's weird but it's weird but it's weird and it's weird if you don't have to look at this in five years then you can look at all the skulds or is it because the rentals go up or is it that the rentals are in a lot and you're all skakig and you're on the right now. Longræntor in Europe they're going up. In England are they on 30 years high so in Frankrike is the same. Is it Greklandskris 2.0? Both England and Grekland have the next and third largest budget. England and Frankrike?

29:45England and Frankrike. England and Frankrike have the next and third largest budget underskotten in the Westworld. And number one, we know it, it's the USA. So If the market says to go higher then it's a tough one and especially the job of the situation is to take Bank of England they have to have a lot of time and it has been done and it has been done and it has been done and it goes long long and it goes up it is the problem that central bank and it goes up yes it is that the market says to go and you don't want to that the US had to be there. Now they've been a little bit there because power sacked for the year.

30:28And then stärkts the dollar. So it was a little bit of a back-end. Exactly. So they have to be a little bit of a bit. They also have to be a little bit. Because the market is going to be off a little bit. Even so long. And how do you think about this? I'm just a short Nasdaq and S &P. I was in there. We talked about it for the week. The last summer week, the last week. and on Tuesday after Labor Day which was in the USA I thought I was back to see the high value of the price and start to sell but then we can also mention that the S &P 500 is historically high-value it's all-time high-niveau now I'm not talking about index 1 it was also here for niss but also on multiple all the value of the price of the year than 2000 and all the time before and then you can sit here and look at it Nasdaq is down to 0 ,9 here It would never end.

31:23It could never go. I think that it comes from maybe a slower-focused tipo of power

31:37What do we had