Avsnitt 547 - Haussarnas paradis

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. Today we'll be back again.

0:45dina bolag går upp, du blankar grejer hur går det för dig där borta egentligen? Exakt, nu kan man sitta hemma och viska VTF till sig själv Skrika, vad är det frågan om? Det känns som att det spårar ur varje dag i USA med olika non-profitable, finns såna här korgar med bolag som inte tjänar pengar och de slår ett damn high varje dag det är mest shortat, går upp varje dag det är liksom inte någon value SM här nu som man ska vara Nej verkligen inte, fullblås And the big companies, they ballar Vissa lenders BNP Between each other, in the future They should have to put So it starts to be really Sjukt there So antingen will you play with ball Or you will be like you And all the analyzer All the people have just left walk over They just sit there And applauded And shooing and shiming It's no one who takes it It's not that we can talk a little Intelligo There we had a little update, a call that was very spain.

1:46I was very excited to go on the last one. But then I took it to the end. So I thought I would like to go back to it. Then I would like to go back to Intergrum. It was the Inter-inter-bolag. We had a little bit of a follow-up on it. Then I would like to go back to Kurdistan. There it would be a deal that I would like to be a deal with a deal. So it would be good. And then I have to go back to Örsted's emissions. I love to get emissions-case. So that we will talk about. Then we got a rente-sync. Then we thought it was the time for fasts. But they went straight down. So, the price was not easy. No, the kroner was not easy.

2:20And just today I'm in the US, I'm a special role. Yes, it's a hawkish-sync. It can't just be a ruck and easy. It's on your level. It's on your level, so it's something else. Exactly. Then we talked about a little bit about the power. You have full sprut in your SPAC case, or? Yeah, but the lossnade ju in natt, I'll say. It looks good at the end. It's a lot that happens in natt. Exactly. So, it's cool. Now it's the FGS-variant of the Kärnkraftsåsen and the Clorium have gone bananas. But that's what we'll talk about in the next episode. And then in the end of the episode we have a interview with Nosa Plags with Adrian Lillefors, who is the leader there that you talked about for a year ago.

3:02Now we're in a series of episodes. It's been a lot. So listen to the episode on the interview. Yes, we're going!

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4:45If we start with Inter-bolag, we can start with Inter-Grum. There it was a strul with a VP-number. It's one of the most absurd things you've heard. That a hudagare skriver in Fel VP-nummer And then använder köpande här And springer by benen De must on a bit of a regret Or have had Icke Klara intentioner With the bud Very märkly I'll talk about it That the bud-armen In mindre company And there is a very high premium That you can really Act for Are the American The köpare It's like You know You can't have the The future With the The future The future Are the EQT or it's a known company. It feels like it's a good spread.

5:28It could be a spread in Concentric where it was Mersk, which is one of the most stable families in the Nordic. I think it will be a change in how you see on a bud, if it doesn't go to listen to. This is another bud with some American where the price of a trade-off with very tweaktsam or juridic. It sounds It's very good. So that säljning of innan, it's a lot more risk-reward than to glide in. But if no one can glide in, then it's not a moment of the year. It's a good moment of the year. It's a good moment of the year. It's a very strange thing, I think that it's a good moment over all the time.

6:17Man doesn't look at the ground, Man litar inte på budgivaren Man litar inte på bolaget I stay the fuck away Ja, nej, så det är Oerhört tragiskt för alla aktieägare Och jag hoppas ju snarare Det här är ju ett bolag som jobbar med proteser Och liknande som hjälper människor I utsatt situation, så det vore fantastiskt Om de här lyckades, så det vill vi bara hoppas Att de kan vända runt det här nu, så inte hela Bolaget har gått i stå, och det är ju Ett intressant teknik Och patent i grunden, och sen har de inte lyckats Med liksom själva kommersialiseringen We'll follow up in half an hour again. But a different potential.

6:53The other potential will not be higher than the other. No, now it's the 15th. And the other is over 30. It's about 30. But then it's 100 % here from. So it's all. Can he come back? Just a thing is absurd. I don't think it's in the take-over-regler that the same bud gives a new bud in six months. But he's going to be in the take-over-regler. So he can come in with a new bud on 30. Yeah, exactly. And I don't know, it worked hard for if you could be able to get it from a Swedish level. Be able to get it? If you can go after them, it's not juridical. Then you can just go on to this Genka-Bolaget and say it just like that.

7:31No, that's not. And they were not able to get it. If we continue to Intel, I was with you on a fest. It was before callet started, then it was a callet started, so I can't say that it was a fest on callet. No. Were you with? No. It was a link that I didn't click on. To the end of the app, a quarter, that I managed to come in here. So I missed the first five minutes. I was thinking that it's hard when a company should try to find out. It always goes to find out that you're wrong. And on a call, you don't say anything that doesn't exist in any press releases, if I have heard it right, with Mar and like that.

8:11They're going to be more to read. and it was a German tax-reviewed It was the one who hosted the call and he asked to ask and they asked to ask them to ask them to see the new C-phone and like that but openheartedly so didn't it all the market at all the course has gone from the 160 the call and now today so it's up to 110 it's up to 220 for two weeks since so the course is halvered here without that it really has happened so much it came a D-article it started to stoke so it here luôn they like

8:49how hard is this where politicians really do well of trampolitis when you come out then when you odd options that when you are positive then wants to pensied it is that is what on now and now is the price very low they usually have a some form of a quarter update very early in the quarter which is very normal so if you are suging on a little action so could you have longed or go inför the quarter update because it would come in the beginning of October it feels like when it is a lot of outländs and a little sect or so it's clear that it will come a studs Alltså den är ju mer studsvänlig här Nu tror jag den studsar från 110 till 116 Men om man gillar liksom trading Jag har svårt att hålla ett sånt här bolag i handen Och köpa men Går det från 220 till 110 Det är klart det kommer finnas lägen här åt båda hållen Absolut Du har inte handlat någonting eller?

9:55Nej, jag såg inte konfkålet Jag hade inte tid Jag köpte inför konfkålet Och det blev ju rätt För då tänker man att då kommer vi inte komma med något negativt Och sen satte jag i kålet och helt plötsligt gick den bara ner 10 spänn och så vräkte jag ut mina aktier och var helt förvirrad. En annan grej de tog upp på callet var väl att de hade väl något mål. De har ju nått 400 miljoner ebit har de ju skickat ut och då pratar de om sitt långsiktiga mål som typ var 2 miljarder omsättning och 700 miljoner ebit om typ 5 år eller någonting. Och det ska ju revideras och det tror jag marknaden tolkade som att det var fortfarande målet.

10:28Och det känns så här, ja då kommer de inte alls växa så här snabbt om de redan har 400 miljoner efter ett halvår i år. In five years should EB have gone up 50%. It's not anything. So it's going to be a little new goal. Who will believe in them? I don't know. But it's a very good deal to handle. And it's a very interesting way to follow. Yes, really. So it's just to follow quick in and out. You don't need to hold a company in hand. You can be a little slump. Yeah, maybe you're good. I don't know. Then we have Kurdistan. There has it been a long time between the government and Kurdistan. And there it was.

11:16I was going to say that it was a deal between the oil company Kurdistan and Iraq that you could export it here. And then you get a much higher price per fat. So I have followed the media there nere which are extremely upolite. but you've still managed to get out their tentacles. So I bought these these two for the week. I felt that it was a little on the game. But it was 100 times. And now it was 99 % clear. And it got a real score in the kurs. So it was a really good day. I have a good day with Chamaran. It was a lot of people who went up a lot. But it's the most exponerable. It's the best that they've got to get.

11:56It's the Lundinar. They've made very good for the first year. here, because it's a high risk region so they'll have to take over the field and like that. And they'll pay a lot if this opens up with pipeline. Then they can pay off their bond, start with the deal and like that. And I think not really that it has seen in the course. It has gone good but if you can double your free cash flow on this. So we'll see what's coming today. If it's the official opening and especially that it starts to pump. It's going to take 48 hours was it a case that said it was maybe on Friday or something. Then we'll see what the company themselves commenters.

12:36I've even known DNO. They were a little more taxed and said they were not with this deal because they wanted to go back what the state was going on. They're not going to be a lot of production in Northam now so they can be a little taxed in these forhandling. But if you want to look at low P-Bolag and high risk then you can look at Kurdistan drillers then we had Örsted which we have talked about the one has been in 1000 now you do an emission on 66 in the world it's like Vogue and Green Energy poster boy here and they have talked about Trump it was a gigantic wind project Revolution Wind in New York that they stopped where they had taken down 10 billion dollars now in the night So they got to get up on this in a Domstol in the USA So the kurses went up a little But just now I'm short in so much money It's a very low kurs Kursen costs around 118 Man takes in 66 kronor But when it's time to the end of the week That's probably the end of the week So the next Kursen has gone down very much Alla still still takes Riktkurs 130-180 It's very interesting what the course is The last day when it comes to the technical For it has just It has around very much And I love these situations With...

14:02I really want to have a quality company I have a hard time to say This is a quality company In... It can't be it If the course is going down so much In a very good sector You have the Dansk Statement And Ecominor Who is going to do And then you think This should not be able to go to the skog Financially And then you go down 90 % To make a super-up-spannable emission So it's not a try and happen to the market At the state of the company It's not a huge fjärder in the hat No, it doesn't always happen But I don't know I'm not interested in wind Just wind feels like a stone It's interesting because they're doing a huge emission There is a great opportunity But as As a sector It's a gigantil-sol-bolag What did you say?

14:48A gigantil-sol-bolag Sol, kärnkraft, all that All that, all that allting. Det här är motsatsen till kärnkraft kan man säga. Alltså i hethet. Ja, exakt. Så är det ju. Och det är väl för... Och för tio år sedan var det precis tvärtom. Så det svänger ju fort här. Ja, och det är väl tacksamt att världen har blivit mer rationell. Men för vind är ju inte särskilt effektivt. Nej. Så, ja, det är värt att kolla in emissionen. Så sol hade varit mycket mer intressant, tycker jag. Vi kan väl hoppa vidare om vi ändå är inne på energitemat då. Prata lite kärnkraft Oklo som vi pratade om här på 10-15 dollar den gick ju fredags upp 30 % och gått väldigt bra innan och gått upp typ 1500 % sen vi pratade om den i podden första gången, 15 år sedan och ja, det verkar ju vara liksom frontansiktet för hela den här kärnkraftåsen man hade ju Sam Altman var ordförande det var ju en av mina pitchar i det här han avgick i april han har fullt upp med andra grejer kan man säga men det var väl liksom en superstämpel på att att det här skulle bli superhett.

15:53Det ska ju vara något par från forskare från typ MIT som har startat här. Men de har inga intäkter, både ett 20 miljarder dollar. Så det säger väl en del om hur hett det är med kärnkraft. Det är bara att titta på Rolls Royce, har varit en supervinnare med sina Amini-reaktorer. Och den aktiekursen som man bara tänker på lyxbilar och så går kursen hur mycket som helst på kärnkraft istället. Jag tittade lite på Studsvik. Den har ju gått väldigt mycket. That's what I think. That's what I think. Maybe 100 % or something. 230. But they are both a consulting company and have very much technology and license in the company.

16:32So they have got a new name. I talked about it a little earlier. A Swiss-man who has very much experience from the company. We have seen that many occlo-hsare have now looked at Studsvik. I thought it was just a consulting company. But these have also different techniques. You can license it when you can buy a new company. And then the biggest has ever been in 50 years, and then it's a company that has been found in 50 years, which has a super - experience that is worth 180 million dollars compared to 20 million dollars. A maybe? Yeah, if something is going to be in the USA, then it would be great.

17:05Man feels like you're the best on the ball, but it's been a-e and other and, apparently, when we're sitting and swamling in this podcast, so we're quite late, but we're not at that. So this could be a such example. Precis, och jag gjorde ju fegversionen och har varit lång eller är lång, HOND H-O-N-D, det är ju en SPAC som ska köpa Terrestrial Energy ett amerikanskt bolag som håller på med SMRs och salt-malted teknologi och det är också, det är på samma tema som Ocklo och Newscale i USA och den har du inte fått följa med men den har lossnat nu, den handlas väl i 15-20 nu i förmarknaden, den stod väl i 11-15 ,20 15 ,20, exakt now i for market today it stood around 11 here for some weeks and as I have talked about it that SPAX is interesting because 10 dollars before the election is cash so you have a gold then okay it's not going to be as Oclo has done but risk reward is the same in SPAX before the election so we can see Oclo can go near 99 this can just go down to 10 dollars yeah exactly now on 15-20 is not the same as long as I'm not sure because I've been to buy it before But it's maybe now when it's been to start I hope it's going to continue Man has a tendency to find the trend Now it's happening And then it goes Oculus down 30 % And then all the other companies go down I've already seen it on I've already seen it as if they have a enterprise value On a billion dollars What is Oculus market cap?

18:3920 % Exactly after they've gone up 30 % I've seen it for the week, then it was 15 % It's a lot And New Scale I haven't looked at how it went to the end of the year But 5-6 billion dollars And then you have a Honda That will have after D-backen Röstningen 1 billion dollar In Enterprise Value So it's so And I don't see why all of these Can be like much In a house For it's no intäkter All three have been in why it's been extra hot on the senary time it's because Trump has done a lot of france-program and so they have mentioned some companies which are going to be with and this is a scams or scams it's not it's not a big deal with a big technique but Trump is going to be to win it's just a look at Intel so Man ska hålla utkik efter vad Trump säger Till exempel Även på råvarubolagen har vi pratat om det Jag har varit lång där när häcklar Den har gått 100 % sen i juni Antingen köper staten, eller så köper hans familj Eller så köper Jack Kushner Eller så får de bara tillstånd Red tape, för de bolagen försvinner Så det går mycket lättare till exempel I råvarubolagen var det en av de här MP Materials, jag har ju gått bananas Jag köpte ju häcklar på att de nämndes Det är USAs största silverproducent And one of the big things that has come in Kärnkraftverket, which we've probably talked about The first thing, but it's that Trump has done it To a strategic raw product Uran, and then it's a more A new more psykos Exactly, and it should it be So, of course And the value of the value It's not really It's not a billy here And it will be necessary to lose some And take in and so many things But it's a house just now Yes, and then had we a savings in Sweden.

20:42I bought a little fast-it-bolag. It was a total wrong. It is not easy to be with the money. You think that the savings has gone extremely bad. Now we got a new savings here. I saw a graph. Reporäntan was up in 3 ,5-4. Now we're on 1 ,75 here. So we're very low reporäntan now, from what we've had before. And now we're in the fast-it-marknaden stendöd and consumption. It's the end they're trying to now and so. But it's still tough there out. So that the price of both of them high, the world is on all time low. So it's just. Yeah, consumption goes well down. Yeah, now it's a very good in-handels here.

21:21All right, just to go and buy a media chip. Yeah, but exactly. En rentesänkning would be to be a biogea, Svedberg, Snobia and all these consumption and fast-it's. But we will see when the day is finished. But it's not a fast-it's-hs. I think it would be And as you said Kronan, it's not the Raka We can't afford to We can't afford to We can't afford to We can't afford to No, I think Kronan is actually It's important than you think A stark krona It doesn't really lead to That outlandsk capital Flöder in It's not like It's not like It's not like For outland To invest And so And so Fastighetsmarknaden Is so big So we need Outlandsk capital For the For the For the For the For the For the So It can be one of the reasons.

22:07It's a very interesting report. I'm not sure that the consumption of consumption came back as soon as the consumption went down when the consumption came down. I saw a graph over the netto-sparandet and people have had a 10 billion dollars per year that they had come in on the spare. So before it was no capital, then it was full blow. And now I've noticed that it's smart to have a little on the kont. Yeah, and I think that the last year has been more in the future than I think. Absolutely, 2021 was just a little bit. And we who have small children, we could not live without the mug-shall that would cost 1000 cents.

22:44They would have to hang on the road. It was quite a bit of the excess. And it was really good. So... I hope you're on a lift here in the whole consumer sector, and on the town and restaurants. It was just like this. It's just a trist that it was what they're high on the market in a fictive crypto-world. And in AI. Ska vi hoppa vidare till Circle Jerken? We had Oracle, som du kortade, som gick upp a lot of orders. At the order had a lot of orders. Then they signed a order with OpenAI. Was it that? And now, Nvidia should stop in 100 million dollars in OpenAI for to sell a lot of chips and to build a lot of data centers.

23:31Exactly. They invested 100 million dollars OpenAI, and OpenAI should buy chip of Nvidia for the money. I'm not sure. I'm not sure. I'm not sure. I'm not sure. Yeah, and it's it. You're just a... It's the same thing you've seen. It's the same thing you've seen in all the time. When it's hundreds of billions of dollars that's going to be around. La Bull on Twitter wrote it in a few years ago. He mentioned a few years ago that he was called vendor financing that was a big deal under 2000 when he was born and he was born and Nokia and Alcatel Osund and all did it. And it didn't work As he wrote, it was in a bit of a And I'm really proud of him That he's going to do it this time The end of the skill Is that I don't know, it was a much Mindre sum of Today it's all the country BNP they do it with It's a real price It's a real price It's a real price It's a real price It's a real price It's a real price It's a real price It's a real price It's a real price cash, like.

24:32No, they're going to buy a loan now. Meta and the other. Theirs cash is not even to these satsings. Not of them, in all of them. But it's like a future order, like Oracle did, 400 billion dollars, from 2030, performance-based

24:51ofgifter. And I think that the sum of 400 billion dollars is very like for you who come to remember, I january kommunicerade man Stargate I samband med att den här kinesiska AI ChatGBT lanserade Så ställde man upp sig på en presskonferens Och sa att man 500 miljarder dollar skulle Massa lån som jag kallar honom Men massa Sunsoftbank Och Larry Ellison och alla Det var det som skulle investeras Och sen kommer Oracle på ett kvartal Trolla fram en orderbok Eller performance based fees Fram till 2030 på 400 miljarder dollar The summa is a little bit like. Innan it was just Softbank who owned the big vision fund and the giant summa.

25:37Precis. I mentioned it in the beginning of the episode that the analysis has completely left walk-over. They just upload and say wow and say, wow, and they're up with their rekurs. And this is what you remember, that all analysis and analytics they're up and then they're up again. They're like a ton-to-year. It's a group They're like I think you should have a I think I'm going to have a bit I'm going to have a bit I'm going to have a bit Nvidia, Oracle And Tesla We'll see if it's you Or they're going to Or they're going to Or some weeks When this has been When this has been Just a few weeks How are you doing now?

26:17I'm going to have a bit I'm going to have a bit of Tesla I was going to have to Börja on 420 It's a funding secured It's a funding secured Niveau En spliff-nivå också Sen gick den upp till 440, jag dubblade väl där Sen kom den ner lite igår, i eftermiddag Eller igår kväll Får vi se, men jag tycker den känns bra Men det var också, man körde upp Tesla igår På att Elon Musk och Trump skakade hand På den här Charlie Kirks Minneshavning Att de var buddies igen De skakade hand och snackade lite Men Jag vet inte vad Maxi Marknaden tror De måste verkligen tro att Trump och Elon Att det är vuxna barn Så de bara, åh nu är de kompisar igen It's so tempting, it's the world's richest man And it's the world's strongest man It's very clear that they're here I listened to a episode for 10 minutes Then you said, follow Trump And what he likes to follow That's what the market does now Absolutely I don't think that Elon has been so I'm the world's richest man It doesn't work at all I don't know what it was I was thinking, oh shit Now they're going to talk to each other Then Tesla's going to hell It's just a lot of money in the EXCAB world

27:54Another point here was OpenAI when you saw that Nvidia invested 100 billion dollars. Then you think that Flat, which is their biggest, is now OpenAI. But there has been some things. For the new one had gone up very much on it. It stood no value, but it looked fantastic. But there has come that the ground, Klana Sebbe, will dunk in his Klana-post. So that 95 % of Flat will be Klana. and yeah it's been a lot of all of this we'll see if it goes through it's been like it it's been like it's been like it's been like it's been like long-sit that you're a part of Sebastians deal game and that it's like it's been a lot of fun but just now it's been like it's been a super crazy period where you get 95 % so regardless if you do any big new emission or like so it's not going to play a big role for the clan part of the part that's so big and it's been like en svensk notering av Klana.

28:55För alla via nätmäktige kan köpa Klana. Och man ska väl handla en noterad tillgång till rabatt innan de handlas med premie. Det har studsat runt lite här så det blir intressant om det blir något uppror eller om det här går igenom långsiktigt kan det säkert vara jättebra. Kortsiktigt känns det superiskallt att äga flat. Det skulle vara om Klana kommer med någon superrapport och går upp 20 % och då kan jag som trader köpa flat för marknaden hinner inte med. It's like the the right play Boom on flat coming five It can be smooth Yeah 43

29:33Jeans

29:38DEFANSTEC IT It doesn't play when you have anything related to 10 million That involves my analysis Rather than mache aqui and then I can do sell splicação direct in I so fall I USA Och om två år Så blir det säkert intressant igen Men det är ju Kortsiktigt Den långsiktiga planen Som Sebastian kommunicerade Den lät väl Vettig Att vi ska bli nästan investor Och sådana grejer Men jag vet inte om jag har gått i pension då Så att Nej men för Då kände jag att Över en övergångsperiod här Så är det inte lika intressant Men på lång sikt Kan det ju bli Helt ointressant Är väl Så vi får se Om man får igenom det här Men Det känns som att Det är väl ingen and the rica families have been with for his deal flow.

30:23It's a governance problem. It's not that anyone can do anything. What happens then? He doesn't have to make any engagement in this. It's like a pannkaka. I think that over a period of time they could take in more money so they can do more money. I understand the tank. But then you take in more money. It's a bigger company. It's a bigger deal flow. All right. Size is nice. so that I can understand but for us it probably it's like it's not so interesting and then he took a lot of money to buy other investors who were with on his post and now he moved to flat he is the whole of the government he does affairs on both sides you have a little bit of a what's the right course for Klana versus flat when it's going to be in in och så.

31:16Så det är lätt att det blir lite geggigt. Så jag passar flat just nu. Det blir inte sant den dagen det blir extra stämma om det blir något liksom, inte uppror men om folk röstar nej eller ja eller liknande. Det finns ju några, jag tror att Thor-gänget har 10 % den familjen och de har ju fått in väldigt många miljardärsfamiljer så det är, antingen lägger sig alla bara platt där eller så är det någon som orkar ta någon strid. Vi får se för de har nog inte gått in för att äga Klarna. Nej det har de ju verkligen. Utan det här har väl varit som en del i deras övriga portfölj att ha den här Asymmetriska, onoterad Med väldigt låg fee då Ingen commission Och sen har vi som avslutning Så har vi silvret och guldet Fortsätter, du hade ju sålt Lite silverbolag, jag har väl insett Att de bolag jag pratar på har ju gått Fantastiskt, men Antingen är vi ju bara i början här också Som i kärnkraften Eller liksom Saker går ju mycket längre, och det är liksom Det har ju knappt varit några inflöden vad jag läst i de här guld-ETF-erna och liknande.