Avsnitt 546 - Storm bland småbolagen

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.

0:45We had the world's biggest insider-sys. We had the same. It's not many private people. We have a lot of reports. All is weird. And the way that goes back. It feels like it's very... ...ofanlige times when it's about some type of companies. And then it's up to buy in the world. It's a company, it's a company. It's a lot now. It's a lot from the semester. It's a lot. And how has your week been? Have you had good trading or bad trading? My short push index has not gone so well, but it's a little action in the company instead. Yes, I have handled a little Inteligo, looked at the Intergrum-bud that I talked about before, which I'm not sure is now, I'm not sure.

1:36Clarno, IPO, and some of you have some American stock companies. So that's what we're going on today. Precis Och så har vi en kärnkraftstake nu när NH-sen är igång igen Den här kärnkraftsrätt i FN gick väl upp 9 % igår I USA Ja, och det kan vi förklara om varför också Precis Och där har jag ett case som vi har nämnt förut i Bonnet Jag tänkte förfriska upp minnet där Damma av det Och sen i slut på avsnittet så har vi en intervju med både Saber och Virtunes vd Där vi pratar lite krypto och deras erbjudande där Vi kör igång

2:13We have with us Robomarkets. It's wild and a lot of things in the USA. We've had Clanas IPO, Oracle, which goes on. If you want to handle these companies active, it's Robomarkets. You can do it on your ISK. You can go short, you can go long. It's very low growth. You have very low courtage. You don't have any pro-kund. It's really... USA och Robomarkets är en gyllende duo. Precis. Och inget valutakonto som ni nämnde. Och vi vill passa på att tacka för ett trevligt fotbollsevent i söndags som vi fick följa med på och träffa andra spännande traders. Och det var en spännande match. Ja, det blev ju ett roligt avslut för oss Djurgårdar.

2:57Så är man intresserad av roliga events så ska man ju vara kund hos Robomarkets och kan vara medbjuden och få träffa lite andra traders. Do it! Stort tack! Men kom ihåg, investeringen i din It's not a risk and it's not a risk that you'll get back your investerate capital.

3:15Let's start with Intelligo. It's not been so much in finance media. Except Sven Nordenstam. Who has followed this company and has come with negative and granskable articles. He's not so popular with the company. It was it that he put it on. We've talked about the company before. They've gone fantastic well. It has been skeptic with both kassaflöde and other things. And now it was in the last week, a form of a form of a SMS from the journalist that he had to find out that two of the two had stopped. The company gave no comment on this. The Aktie-Kursen had been down about 20-30 % on this. Which is a lot of volatility in this market.

4:07First it goes around a drywall, then a D-article and then the market goes down 30 % of the company and it's about 5 billion dollars. It's not the normal thing. Nej, it can be a little bit. Alla owners of Intelgo must be very high. I saw that the actual for four years have been 4 kronor. Now it's 200 kronor. It's a brist of fond and institutional capital. and then it will be much bigger when it's just a lot of private spars. And the foreign funders, I've found some some of the Israeli funders, some of the American people who have found it. And the number of people are fantastic but now it's more that after the article it was a lot of and then I'm on Friday after the staining of the company so they made it out that they made it for EBIT 400 million and this goal was for two weeks It hasлен known that What are you looking at there what is your build of the whole this It is still difficult to

5:32att sy ihop alla trådar här. På pappret så går det ju väldigt bra. De ökar omsättningen mycket, ebit mycket. Tidigare har många klagade på kassaflödet. I senaste rapporten så kom ju det med. De ska vara granskade av Deloitte. De har ju aldrig gjort fel. Nej, men då får man väl förutsätta att någon håller koll på siffrorna. Jag säger bara så här. Två chefer får gå. Nordamerikaschefen fick gå Det såg inte ut som att den personen hade gjort något dåligt jobb Så att Ingen kommunikation kring det Aktien går ner 30%, vdn köper Man sätter upp mål, man når dem efter två veckor Sådana mål kan jag sätta För fan vad som helst I mitt liv och nå Två veckor ut känns det som Inte om det är 400 miljoner Nej men det jag menar är Jag säger inte att Man vet inte om siffrorna stämmer or not.

6:29It can be done. But for hell, the company must get a IR person. What is it worth now? It's between 3 and 5 billion. How hard it is to be able to get a proffs in IR person? When you go in on management on website, it's a picture on VD and now they have a new CFO that's here now. But it's also a 5 billion dollar company has often a larger management. It can be a chef, a jurist, it can be a market, what else. It's what I mean. Is it just extremely reproffsing all the time? Vext work. Vext work. Is it that they've sat on something that's been good? That it's a slump all the time and so you've never had to be reproffsing.

7:14That can it be. It's an extremely... Can it be like a book? Yeah, it can it also be. And it's just extremely old in Sweden. We have a book. Kokade böcker. Ja, Biko gjorde det. Ja, eller de har väl inte blivit dömda för några kokade böcker? Nej, men det jag menar är att det är... Okej, kokade böcker, det låter som att det är någonting olagligt som har hänt. Men det finns ju liksom channel stuffing. Det är väl det det handlar om. Kundfodringar, etc. Och ja, det går ju att göra så att det ser bättre ut än vad det är. Men det kan man ju oftast inte göra väldigt länge. Nej, för till slut så rinner det inte ner i kassaflödet.

7:54And that's what it's done here All right, kassan's done It's why I say I'm not saying that it's something I say it Okay, this has been on a long time With that information It goes to be a lot of The company communicates Well, how difficult it is To get to it It doesn't need so much I mean If you're an an advocate You can have a difficult person You can have a difficult person But It's not so difficult to order up the news about everything that is like as it says and it looks like we got new insider so it feels like they're on in the old style the price is 5 % now it's up 10 % it's a lot of money it was a long time that you have something this is one of the most most of the stock market now so it's a fantastic possible way to trading I have to take a long position when you don't know what's on board but if you know that you have it Man har kanske kontaktat kunder eller gjort jobbet Då är det ju ett superlag här Så det är superlag åt båda håll Och har man gjort jobb-researchen Och ser att någonting är fel Då är det väl superlag åt andra hållet Det jag tycker är Det är bara kritik mot bolaget Det ska inte gå att det ska vara såhär Skilda åsikter Om Ett bolag på börsen Det händer från tid till annan Men Väldigt ofta när kursen går upp mycket It's always the fault of the company.

9:24It's not... If it's blank, this can be said to all that either they either have these or others and they go with in a sect. Sorry, this is not... To hold on to the market is not a sport. It's me, myself, and fucking I. So don't hang with any of those tråds. Don't hang with anything. It's not we're against them. And the company has one goal. And it's to be a critic. not to talk about the public. Not to talk about the public. And it's what insider-go is. Then you can see them who already have the actual that we can do it together. We don't have a blank. They have a bank. It's a German company that's not a company.

10:08It's not a blank. They think that it's less than what it's worth now. The company has a company. Okay, I stänger min posse. Det händer inte. Det är inte ett motargument. Nej, det är väl mer att han köper för några hundratusen av en posse på 500 miljoner. Så det gör inte så stor skillnad. Han borde inte ha så mycket pengar. De gör ingen utdelning. Jag förstår att han inte köper för mer för han borde inte ha så mycket pengar. Nej, jag förstår. Men det jag menar är att det är istället att fokusera på det istället för att börja kommunicera ordentligt i marknaden. Det är där kritiken är. maybe it's an excuse to that you don't want to communicate so it can be in some cases and then it's not good they feel like they're being granskated of DI and others all the time but I don't think that's the right strategy if you don't want to be granskated then you don't want to be on the market it's just a simple yeah, then you're going to get in risk capital maybe then you'll see some UV lamp but I don't know that it's something that's wrong.

11:16This is just a critique for the company. And there is a reason why it's true. But when a company has a lot of money it's very often it's not for granted. Antingen because of that you're in a poor communication, or that something is wrong.

11:38So it's always a reason, but it's always a problem. It's not another problem. It's very easy to skill on another one It's a great example SBB is a example The VD stories are saying that All is blanking and all are lying What happened? I think it's 90 % It's not communication It's not to be anything If it's a question It's a question of a company It's a question of a company Yes, and another company It's a question of a question of just now When we play in the 15.30 On the tisdag Intergrum got a fantastic bud with over 100 % premium. When we play in this, there has not been any more spoken than the bud.

12:23They were in 90%. They got in 69%, which is among the most likely to have seen on a bud where it has not been any offentity or anything. It's very difficult to get into math here. Man har försökt kolla i ägarlistan Är det sådana här uppror? Brukar det vara någon artikel i tidningen? Eller vi vill ha högre bud? Här hade man ett bolag som har Väldigt potentiella värden i teknik och liknande Men som inte alls har lyckats med försäljningen och liknande Så det kändes väl som att Här kommer ett bud Bolaget har varit nere lite för räkning Man får ett bud 120 % upp Det fanns ju noll anledningar Såg jag som utestående ägare Att jag var inte ägare Att tacka ja till det här And then a report under the period where it was not any other interesting numbers.

13:12The kassan was not fantastic. What happens if you take a chance? And then you got into so little. And then you have to speculate here also because we don't have any facts. And what the math is on is that the ground has been thanked. And I've never seen it before. If someone has signed a contract and said that they're going to leave their own actions. rent matematiskt ser det ut som att hans aktier inte har kommit in där. Sen om det är något adminstrul eller att han har valt att inte lämna in, vilket låter väldigt konstigt ur juridiska termer. Så det blir väldigt intressant vad som händer framåt här och alla som har kört arbitrage här, att man köper inför ett bud, jag provade i concentric och jag provat det några gånger, jag körde inte det här.

14:00Det är lite som att samla mynt framför en ångvält eller vad man brukar kalla det. That here you got 1-2 kronor up and then you got 20 kronor down. But it's the whole philosophy in the merger arbitrage. Yeah, absolutely. And the trick there is that you have many diversified and you can see on every case. In many mergers. So it's well. But to the end of the option comes in a lot of money. But both Intelliq and Interim, now I don't know about these companies. but it's a problem from the company when it comes to the company always it's not blanks and I see that it will always that the company should start to to the company against the company and it's not it's not the company that's going to save their company and the company and the company so that you should act for to take on a trough and sit and save a company that's holding a lot of money it's a whole thing this is a different case I'm going to hold it it's a little interesting now when it's near where the bud came when it came yeah, it came between 19 and 20 and then it came a half-dough report so my opinion was that it would go down to get to the end of the end but it's a higher so it's like the market when the price is in something else.

15:33And another special thing here if I have read the article right was that the ground of Brondemark didn't sell it to anyone else. In the case, if no one is going to pay for 5 % or 5 kronor or anything then I'll slay my account. But here he had committed to just sell it to the other of the price. And it might be because the premium was so high and like that. But something else... And we don't know if it's his account that's not coming in. No, nothing galet has happened. It's easy to think that it is it when you're counting on it. It's hard to get into math. You've seen Fort Knox. It went a long way after.

16:10It's going to come a new bud. I don't understand how everything will happen. Both juridically and... It's very good. It was CodeMill, a company when I was in Thailand. They got a bud from a American. Khan, de tackade ja, allt var bra och sen struntade de i att fullfölja budet och det visade sig att det var några halv scam killar bakom det här. Säljande bolaget på svenska börsen var inte inblandat. Men då var det bara, ja vi kan inte göra så mycket det är för jobbigt att stämma dem i USA så vi får bara gneta vidare här. Ja, så det blir oerhört intressant hur bolaget kommunicerar vad som händer i interim.

16:47Jag har inte vågat handla någonting men det känns som att det finns stora möjligheter här också både på upp - och nedsida beroende på hur bolaget uttalar sig framåt. Sen hade vi ju Klanas IPO. Var det något du handlade eller? Nej, det gjorde jag inte. Jag tyckte det var svårhandlat. Man visste inte riktigt. När man inte kan tjorta. Aktien öppnade i 57. Den pisades till 40. Och sen på en sekund stod den typ i 50. Jag långade lite runt 50. Och så såg man att det var en kraftig köpsida där. Och sen sitter man med mobilen. Det är på kvällen. Man är helt förvirrad. Och på en sekund så var det 47. Den gick ner typ 10 % på en sekund.

17:22I think that the in-ended hand didn't feel like it was not like go I missed super-life I had a smart colleague who wrote to me that when it was 40 in the week if it was on the Friday then it was an over-to-delning it would have been a good price there at 40 because it was a little float they had to do it so I was going to put it on 40-25 it was 40-30 did I get it on me no no now I'm going to do it 44 4 % missade man 10 % there. So that was really the best trade that if the action comes down there mot 40 % so it's just the green show. But he has been a good one. I've heard people who have listened on him.

18:03He has been a good one. He has been a good one. He has been a good one. He has been a good one. And that it's a whole new clan jämfört with it. It's probably we svenskar are vana with. I saw it in an interview. I thought it was a problem. I wonder why he had so glass-hugling but he had to do it. Meta glass-hugling. Yeah, exactly. So you could follow IPO from his eyes. Okay, cool. But yeah, the one was still handled. I have no position now. But if it comes to 40, maybe you'll get to it again. It's interesting when the next report comes. Now it's more an IPO case. No, I don't know where it's going to handle.

18:39No, exactly. I saw it was a black roast coffee or something that I've noted. So it opened 40 % up. So it's a gal IPO market in the USA. What say you about Oracle, Tesla and Nvidia? It's like you're good on the court side. This is a thing that goes up 40%. Is it your thing? You've got all three. Nvidia is short now. Oracle is short. Tesla is waiting for me now. I sat and bash Tesla for the week. Then I got up to 14 % on two days. This has no connection to Fundamenta. or so I have no idea about Fundamenta I got a little bit of a little bit of a I got a little bit of a little bit of a And then I got to I got to When the acties have gone 14 % on two days So I'll come Elon Musk in and I'll do the world's biggest Inside-go I haven't checked it But it's 10 billion dollars Svenska kronor It must be One of the biggest One private person I think it's a good company In all of a sudden Yeah Now he gets very much Of Tesla So much money He has a lot of money But he has a lot of Other posts And He has no problem him to ring up banken and say I should be able to buy a million.

19:48I saw that Chanos wrote that for them who didn't know Silicon Valley so it's clear that he's going to buy for that he, with Oracle's report when they went up 30-40 % so he was on the way to buy the world's richest. And if it just costs 1 billion dollars to get the world's richest again, then you can do it. Then you can get a full feng. Exactly. But he's got to sell in a story here. How much did his own have up on the billion he had to buy? I think he's not going to buy it. I saw the actuality up 2-3 % and I felt like I can't buy it because it's up to the market but there must be one think 1-0-1 world's most HCA-VD buy its own company skit in what the market has been skit in what the market has been and then it's up to 8 % I was more in the market but you missed the market I missed the market there up on 430 there had I been able to be short how did it go today?

20:41the market is a little is it a little bit I think I looked at it nyss. In principle, the one is up for$3. But if you look up there, over$420 would be a short. It's still funding secured. You haven't learned anything. It had been a poet to cut it there again. But Oracle can we start with. What happens there? How can a company called the world's largest go up 30-40 %? Because they're trying to throw up a post. How do they say it? It's not in the interest. where they... Kommande order. Kommande prestationsbaserade intäkter som de uppskattar fram till 2030 var 400 miljarder. Det var det de gick upp på.

21:28Så det är alltså inte pengar de har fått utan det är som de uppskattar. Och jag tycker att det stämmer väldigt likt med Stargate-summan. Så jag vet inte. De har väl fått order av... And then they talked about that it was OpenAI also. And then they got a lot of order of OpenAI. Yeah, that was really good. But it was also a few years ago. What I understood. Man wonder if all of these companies are openAI and they can get all the money from. But it's a bit of a... I think all... Larry Ellison is very cool and all that. But if you look at his background, how he ran it, redovisningsmässigt and HSM, and how he pumped it in 2000 so it's clear that it's critical to give it there he was established and had a lot of process there so he knows how he does so I think it's a little talk two fat guys in a pod and they're talking about that they're talking about we are just our job our job is not to build a company We replicate him So If an Dayton If it is a quick On foot I take the Player T�도 Grat Stop Topous

23:07ous e-marknader, det måste ju vara med optioner det är någon dynamik kan man inte förstå när ett av världens största bolag... På Kaufkollet så nämner inte en analytiker frågan om den här posten. Nej, då kan det ju inte ha varit på grund av den det gick upp då, eller? Det är väl ingen som vill pissa ner festen? Partydödare? Jag vet inte, det börjar bli lite så jag vet inte. Här i Stockholm är allt stendött, men det känns på Wall Street, där är det full hås just nu. Ja, men I have to think that Oracle is so big That it was so wrong And that the order That it's not order It's not order, it's not order It's not order

23:49Alltså fees So it's not sure But it's estimating That it will be the sum of the Fram till 2030 I don't know, I think it's very Very surprising I think Yeah, it's a good one to say. It's clear that it's a top-ish when Oracle can go 40 % on a day. It's a good thing. Yeah, it's a good thing. I don't know how people understand how it's going. What a sum it is. And that a company can throw up a post on over 400 billion dollars on something that you've estimated and that you've estimated, again, is also a good thing. It's not a fast year that this will be a good thing. It's a very dimmer and grum. And then it's like a a lot of time in the AI-branch.

24:41I saw a a friend who had a Nibius which is an AI-case which has gone fantastic. But they got an order of Microsoft for around 16 billion dollars. So it's a whole sjuka order in the AI-branch. And they've never heard of it. and the server-serve-hallar and CapEx on Meta will be able to put 600 billion dollars so it will be very interesting what this will be done and apparently it will be very much money so you can find a spot-case a new thing an interesting thing is that Nvidia is a chip to Oracle it was not another company that they then put it back it is a lot of stuff it feels like you can start bolla gris med väldigt stora siffror och det börjar bli lite kort och husvarning.

25:31Alltså man pumpar upp varann genom att lägga stora ordrar lite här och var på varandra. Och man har intressen alla har intressen i varann och hit och dit. Jag vet inte, jag säger bara att jag tycker att det börjar bli väldigt, väldigt, väldigt toppiskt. Men det kan vara fest väldigt, väldigt länge också det får man inte glömma. Hur många gånger ska Oracle gå 40 %? Ja, det får vi se. Så jag blev kort Oracle där. And you didn't stop. It started well. The one has gone down. Yes, absolutely. Today we're up to 5 % again. I don't understand why. So you'll have to go back on it again. And then we have Tesla.

26:13The one we've already talked about. It's not so much to say. He's buying 5 billion in a spot for him. And then he's 8%. Dollar. It's still a spot for him. Yeah, absolutely. I saw a graph on Oklo. And I broke the difference with the Kerinkraft in July. Theoso Пр علي pummeled down. But infected that in hope. The IGals were worth 90 yen today. But in 2020, the initial after year... There was only Sam Holtman earned all ingredients. The peak of Trumpower came out of insulin to a separate grown-up strategy. And had this warpl These price had completely thrown into aplaces try to save the money. If you had no DAR solidск, how did that go?

26:53No, it's a KKSPAC. Yeah, it's a KKSPAC. They're on with so-called salt. And had they ever had one? One of them had one. One of them had one. One of them had one. Terrestrial Energy. It's an American company. They're going to merge. Röstningsdatum is not exactly right. I have been here since... What is it? February. I think I've been here. Honda heter it. H-O-N-D. They've never got to be with it in the KKSPAC. No, they're not in the afterslavery. Antagligen, because it's a SPAC. The Utsiga Cusiner from Landet have you found there. But Pierce is not completely but they are in there with a little SMR-coupling.

27:32So it's just Oklo and New Scale.

27:38They are in there on the same area and I see that it's about 12 dollars so it's normal with SPAX in 10 dollars. Yeah, I think we'll follow up I think I'm with. I've been thinking for a long time. But now it was a good thing. The KFN USA went to 9 % to go. So if you've missed the ticket and not had any time. Like I have. Then I think that... It was why I bought the first time. So I still wait for that it will fall. A other thing we've talked about is Miners. It's Lundin Gold. Where they've had a fantastic VD. som har byggt det här från 20-30 kronor till 600. Han slutade ju nu och skulle bli vd för Lundin Minings av gamla Filo här, det här gemensamma bolaget med Viscunia med BOP.

28:34Så han flyttades runt, de är väldigt bra på det här och använder sina chefer flera gånger. Och då tog de istället in Filos vd och den kursen gick ju också flera tusen procent in som vd Lundin Gold. Och guldet är ju på rekordpris and now has Lundin Gold come down from 650 to 575 since he came out. So the actual has been a little bit from - on-up side, has been a premium and now it seems to be like, so long gold holds up, it would be a studs. I don't know. It seems like they have built a fantastic management around the Lundin-sfee and Lundin Gold. I don't think this was a one-man show. But if you have a company that has gone so fantastic, so let people always have any reason to their ekyl.

29:20I saw Tele2 so old the company in a large part of his post. He has a connection to Xavier the dream-saving that I had at Tigo. Now he has come down and has gone down. So it feels like the market that has gone well, people will more find a great reason to take home a lot. Have you any last spaning before we summer the next one? No, but my spaning is that it's a Fed-served on Wednesday. That they're going to 0 ,25 is 100 % inprisable. I think that 0 ,5 is also inprisable. You think it's going to 0 ,5? Yes, I'm looking at it. It was 10 % chance on Polymarket for a few days. Now I'll see what it is again.

30:00Then you have to pay for money. What do we see? Economy. Rate cut. It's 7 % that they're going to pay for 50. So you'll get 12 times the price. 12 times the price. Okay. Now I was on the way I was on the way. I think that the jobless claim came from the last week. Very weak. It was a very big jump. It can have to do with that it was floods in Texas. A big deal of the jobless claim was that Texas had been a lot of jobs. And then it could have been a deadline You must have asked About benefits And then you must have registered In a jobless scheme Are you on Reddit? I am So is it I think Powell Is a little He will have to go soon Will he be able to go for Trump or not It's a little bit He has a hardyper And then he can be very medial He has a little bit of a hard time there Oavsett So I don't know if it's I think you've talked about the rate of the increase in two months I don't think it's going to be a great deal It's far to say that It's inprisat But I don't know if it's a trigger As everyone says It depends on how he communicates after On the press conference And so it's always But if he's looking at dovish Or hawkish He has not so many months in all I all fall.

31:39Det jag noterar är att Trump och Besant, de är ju nästan till desperata att få till den här sänkningen. Och jag har lite svårt att se, om man ser NFP-siffrorna och så ser vi jobbläsklims hur de har trendat. Och jag tycker inte det ser ut som att ekonomin är så stark som alla, som vissa av många bulls påstår, att allt går som tåget. Nasdaq är upp tio dagar i rad, så det är full fest på aktiemarknaden. Ja, men det är börsen, absolut. Jag börjar bli orolig. I think that the economy looks like it at a different level. If you listen to Trump and Bessent, how much they are about raising taxes. Absolutely, they always have raising taxes.

32:21But it's on the ground to desperate. So I don't know if they're going to see the same thing. It's not so strong as the government thinks. Snyggt. Then we go to the Phil or Kill. So I want to hold my very liquid and I'm short You're short, grejer and liquid I need to put a band on myself for not to be embarrassed so that everyone understands my feelings Yeah, it's all that's bad It's not a good thing I'm not happy to hear your room, you're in Fill or kill I'll say that fillen is that I don't have sprangt bort me I Intelligo It's a lot of things that it's hard to do It's hard to do It's hard to do The actual Kursen is 10 % up and down So it's actually a lot And killen is that I don't have gungat det här rätt när det väl det här är liksom tillbaka till Fingerprint och andra bolag där det omsätts ofantligt mycket och man kan göra väldigt bra trading.