Avsnitt 548 - Insikter från fronten

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.

0:43section karma sit and listen to you in a time with your mytoman affairs it's like it's what I need to do after having a good period then you get strapped karma is a bitch what have you done what do we do how much do you pay? what have I done I sold my hand it was the last week wow how did it go? it popped it was up to 16-17 dollars on the power of so that we can talk a little bit about Oklo Började gå ner De gick till och med in i ett svenskt bolag Precis, de gick in i Blåkalla Blykalla heter de, så är det Och sen så hade vi Sveriges bästa vd, eller världens Bästa svensk vd Daniel Ek, avgår lite oväntat Men efter 19 år, det undrar man ju honom Han ska bli ordförande Sen har vi Örstedt, höstet har handlat lite Sen var vi ju på ett spännande Bolagsbesök Vi var Saab, det mest spännande It's the most exciting thing in the world.

1:46It's the most exciting thing every day. Outsett weather and clothes. Like with the most exciting thing. Yes, exactly. So that we'll tell you. Then you've been on TikTok on the phone. Yes, exactly. TikTok-a little. We'll talk a little bit about TikTok. Trump's a little bit of a lot of China. TikTok in the USA will be a little bit. Yes, he'll continue to invest and pay for himself. Then it's been a little I'm talking about Israel That we're going to talk about And then we're going to talk about Some other spännable cases you've found Maybe it's If I've found something I say it Now you're on the bottom here But something you've found Yeah, we're going to go

2:31We have with us Robomarkets So there it's still USA-handel It's a very deppy company in Sweden Jensees with us If you look at the USA-handels If you have a trough of a day Then you go and look at the American company It's all about a company that's up Over 100 % So you can handle via Robomarkets You get a ISK with a bank No cashier, no cashier You get a very low cash From 0 ,075 % 7 ,5 points Nothing minimum cash Antall or annals of affair It doesn't matter. It's the end of the rally cost. And all the customer will get the same thing, regardless of engagement. It's nothing that's called Pro, Grund or like.

3:13You can get the fine of the start. Exactly. If you're interested, you can also have the opportunity to trade-view. It's easy to get to your job on market-konto. And you can trade-off directly to their gränssnitt and grafer. You can put a stop loss and take profit to your position. And if you have any questions, you can just hear it to Max and Simon on Stockholmskontor or via their ex-konto, which is at Robomarkets SE. Yeah, exactly. It's just to look at it. If you find an American market, you can find it in both long and short. Full fart. Stort tack, Robomarkets. But remember, investeringen bär risk and it's not sure that you'll get back your capital.

4:00We'll start with our visit to Saab. It was very exciting for two guys who are not stridspittars or snipers from Bosnien. You took to hold a NLO, the name of Kebni-wapnet. Precis. How did it feel? It was big. It's a legendarious weapon. It is for you who don't know what it is, the handholds missile. The rocket launcher, the bazooka can call it. If you don't have a look on your own weapon, it is so. The one is a goal of looking at it. And it was the one that stopped, especially in Ryssland when they were in Ukraine. It was the one that made tanks not good anymore. So it's a good one That's a good one Where you can get a good one And then you can drop a weapon And then you can get a good one And you can get a good one If you can get a good one Or get a good one Without having to worry about What's going on But then It's really It's worth it For all the country to buy in.

5:12It was a very exciting visit. You can see how the whole branch is. It's a huge question. It's hard to get up to the level of the leverances, of the fabriker, of the competence. And there you really feel that we in Europe need to do more regardless of how much you buy. You need to put some ground for the company, the fabriker, where they're going to work, how they're going to do snabber, it's not it's not about themselves here they're paying, they're paying to the companies so that they can help to the companies to scale up all the countries are different Rheinmetall, the German state they're doing a lot of them and they're with we haven't come to Sweden no, Saaba has not the situation so they They can't be like agile.

6:09Now they have their products that are very after-fought. We're with NATO now. It would be gynnal. Or, it would be. Orderbooking växer. But it's the product in the plasticity that's the difficult part. So, it's just that. And then we've seen very much here at the end of the overwakening. Just the drönes. If I have gotten it right, it's just the one that it is that you have We've got to look at them. It's easy to look at. It's maybe a lot of people. It's super-billig drönare. You can stop all fly. You skapar very much chaos. We have not really this. We have no Iron Doom or anything super - försvar here.

6:49Not drönare. It was a land that had to get up jet-plan. Poland fick skicka up sitt flygvapen. Stridsflyg. For that to get down the Klaus Olsson-drönare. Yeah, exactly. It's not economically sustainable. And not so effective. No, it was it we got to have a Iron Dome-like variant. So it's more cost-effective to to be able to save such things. Exactly. And you get the feeling of that the company has sprung away but we haven't even started with orders and orders if we do this 2-5 % of BNP It will be done And it will take time So There is the question As in Saabs, in the market I think The market has difficulty How much money and how long time It will be left The ETFs are not just that, they just buy a dollar No, they don't think so Absolutely If it was Swedbank Grobe, they would have to launch a defense fund It would have to be able to get into it It would have to sell it for 5 years Yeah, that was the end I thought, okay, now we'll wait for a rekyl here.

8:07But Saab is the biggest in over-waking and surveillance. And they have a Global Eye, which is probably going to buy in in Germany. So, super-intressant visit, super-heter branch. It's a lot of mindre actors who may not have been able to do it like much. There are some really interesting places. And then you can hold on to Saab. Situation man how DMTV is one way on. or for example, a fredsbeskjed or something like that. It doesn't feel like Saab's sake is over. Analyticern is very well-written on salespeople. It's very easy to say that so many are negative to a company. And they print new highs all the time.

8:45Yes, exactly. Surveillance-spirit and then the mjukvary-delen are very fragmenting. Armeren are today that the system doesn't talk about varann. And that's not the future. But the future is that Olika system pratar med varandra så att man kan dela information. Och AI-spåret, såklart, måste ju också integreras. Så det är ju superspännande. Det kanske faktiskt krävs en fred för att vi ska hinna bygga upp ett försvar som håller. Nu är väl Ryssland hittills har väl inte visat sig vad de kunde inte ta Ukraina. Än så länge Our near-finition is not so advanced yet But we need to... It's extremely important to...

9:37Here everything tests everything in Ukraine It happens, as you know, very few Vapnade conflict And especially in our near-in-law Exactly, but it has shown many difficulties And things that are out-to-date And for Sveriges part... Alla countries have different needs We are about Vatten and Östersjön so for us it's the air force that's the absolute most important thing and the flotten maybe not a little bit of a mark as well whereas in Estland's case so it's that Ryssland can run over with tanks on an afternoon so they have other they have other needs they have a loss so it was a super-spennable meeting that we got to come here and look at and look at and look at it and look at it and one who was on the other side was just Daniel Ek he had invested in Helsing He's going to be one of the most In the most In the most In the invests He did it before In the war In the war In Russia And Ukraine And today It comes to That he As a deputy For Spotify After 19 years Just lift up On the hat Fantastic Resa Fantastic VD Now he's Ord for And he's Two Interna Long Trav That's Delar On the VD-skap So Kurs Was Ner 5 % Now It was Ner 3 ,5 % It's Nothing Dramatiskt Here It's a thing that he could be able to get out his own or take a step back.

11:03But that's not going to happen here. I don't know. I think he could be able to see over the long-term plan. And that he could have to do it. To do it. I don't know, it's like that. It's like they've had much of it. It's like they were vice-president. It's more a symbol. He's in Technion also. It's interesting if he's going to put more time on investment. Helsing has not been able to take a ride on. It's an AI-agent in the military. Who has tested on a nuclear weapon. Obemannated flyer that's on a AI. Exactly. And a satse against stridspilot. And then he has a Neko Health. so it feels like he's trying to do it on the knapp it's just like no small investment and then I still have a lot of rubrics that he's been very much in the blouse and that a lot of artists have hopped off or have been able to hopped off Spotify for that he has invested in a product in the weapon industry I would call it I would call it yeah, I would call it so it always has been on many sides of mynt it was no article there it was about the fact that the acties were not really right focus.

12:25But all credit to him is very interesting.

12:30He took it for him then. It was cool if he had to do more investing in the future, for example, Technion. But it seems like he had to be... If you talk about Sebes deal flow, he had to have a better world. I thought exactly the idea. If you have to buy a investment company and sell in Helsing, then you will have to do it. We have Greenbridge With Ola Rolén Som snart går till börsen Now will Daniel Ek Settle up a own investment company So it will be a little giganternas camp But Spotify It feels like I bought much the day They did this big deal From the package Since then You can feel from When they were Drog down and sat on a winst instead.

13:20I looked a little on Snapchat. It's one of them. The kids have also looked at. All the kids. We talked about it earlier. I read it that it was a flummit bud. It's a bit like that. But it feels like something should happen here. They are apparently sown on to winst and capitalizing. And it is the biggest chat - with kids. Bland kids who don't have money. It's where it's problem. It's hard to take a bet. Something that you should do to do with this I think you I'm going to hold you It's not so hard You always talk about the big big big social media companies that if you take some dollars per year for that for that for that and the most have not needed to go so long that they do it Elon Musk has tried with X I don't know how it's Man själv bor ju på X Snapchat har varit på så länge nu och provat allt Så de kanske faktiskt ska prova den lösningen Och visst de tappar användare Men någonting Borde de ju göra För att de har ju många Som du säger, alla kids använder ju det Och så många sociala nätverk finns det ju inte Det känns som att Skulle man ta in rätt management här Så skulle man kunna göra något In med någon Elliot eller någon riktigt vild aktivist här Så måste det ju Kurserna har ju varit en katastrof And it's the end that it looks like it's got to in new Akties to all the other But it's like that young people or young people Use Snapchat and then to the end When they're a little more so they're over to Whatsapp and Instagram TikTok maybe Chatter you much on TikTok?

15:00I don't have TikTok But I understand On the other hand It's like the way kids do And Någonstans Någonstans Finns det väl It's a world that can actually Use the insurance Generation X The insurance that is Snapchat And think about it The insurance that is the worst The worst thing is But it's a drug that is very difficult to finish When we talk about TikTok Trump is on to To get rid of it He takes away it from the Chinese It has been a break for a long time He has to do a deadline for a long time and now he got in Oracle, and then Oracle, Silver Lake and another and then Corvive will no, ByteDance Corvive is another that we will talk about ByteDance they will be able to to be able to 20 % or they will be able to to be able to It feels a little complicated because ByteDance is one of the world's and then 35 % I have just just I have just from his where he sat a rating on Snapchat to 14 billion dollars or on TikTok it can be the rarest of the episode we've had we've talked about TikTok now Trump mentioned that the rating is 14 billion dollars for the USA-related it looks very billy it feels like the USA-related for TikTok should be worth more than Snapchat but 14 billion dollars is not it so he must do something he can't just give it Lota Ellison och de andra Köpa in sig på den värderingen Hans barn eller något annat måste ju få komma in billigt här Exakt Och det här är ju Det är ju nästan Det är ju väldigt mörkt att man sitter och tänker så här Men det är där vi är Alltså det är Det är ett riktigt rövarspel Numera Men nu tänkte jag faktiskt inte att han skulle få sina barn Utan han måste erbjuda någonting till Republic också Så att so folk can be with.

17:08So any form of SPAC deal or anything, or that USA or state of the company does it take into Intel. It would also be quite good. But for that then show how good the business has been and it will be he will say and then and then and then and then and then the 35 % of the TikTok say that state of the company takes 10 % of this and then and then some of the some of the will be on the market so that he can slå sig för bröstet och säga titta hur mycket pengar vi har tjänat åt skattebetalarna och då krävs det att det finns en listning tänker jag mig i mitt huvud så här hade jag lagt upp det själv om jag var en mastermind och sen baksidan av det här myntet är att det börjar bli teknokrater och oligark man brukar ju prata om afrikanska länder att staten tar en del av ditt bolag Now we're on the level That he takes a lot of Outländsks company I understand On one way I can say It's okay but It's probably good to take a pistol To a knife fight It's not going to win If we have a Chinese company That concur on a different way You can maybe go down and dirty And in TikToks fall Kina får ju rätt mycket makt med sina algoritmer Vad de pushar, framförallt på den yngre generationen Och det är fejksaker Och skapa debatt Och sådana grejer Det är känsligt Så det är klart att man vill ha någon form av kontroll över det där Ja, precis För Kina är inte en allierad Det tror jag alla har fattat Och jag tror att det finns någon form av börskoppling Till TikTok Det är det jag menar You must have to get a price listing so that he can look at how good this affair was for us.

19:08Intel was already price-notated so it was not so hard. I saw Electronic Arts, the old FIFA-sacrific, they got a gift. Silver Lake was also with there. That was one of the biggest budgets. The biggest leverage buyout, P-e-sacrific, ever. Yeah, it was 52 billion dollars. Yeah, so it was Saudi that bought MTG's deal. They were very much on e-sport or daterspeal. They were near Embracer, so it was the deal that fell off there. And then it was Silver Lake and then it was some partner to there. They had to have a budget on Electronic Arts. It would take about a half year to get through this budget. but then it's just take two of them that have GTA franchise so it's also a tecchen it's a little bit of what I've talked about the juvels, very strong and it's just worth more and more you can read about Koenigsägen it was a long interview that it could be the first lyx company on the svensk market and it's a typical example on that that a lot of money is very strong and worth very much money and you can read them that's a lot of money with the game and in the business that electronic cards are still on the way out.

20:26It has not come much new success, but it feels like they have been doing FIFA and all the titles they have had lately. And now it's not FIFA anymore, now it's FC or something, because they have been so curious. Or FIFA, they have been so curious, so they have been doing it with each other. So it happens a lot there, it's many big deals in the US, but nothing really that you've been able to handle. Have you done anything in any of these? No, I think that... I'm trying to let up how they're going to put it on the TikTok, or how they're going to put it on the market, for there would I want to be with, if you can come in around this.

21:08Yeah.

21:14And if we're going to crypto, then it's under the month of October. that many hope is on the ETF - and many may not even know what an ETF is it's an exchange traded fund which is a very common in the USA and then it's easier for people to get exponering, it can be institutions or private who can only handle ETFs or will handle ETFs and then there are so on Ethereum and Bitcoin and now you wait on a conversation with Litecoin, Solana, XRP och Cardano under olika dagar under oktober. 2 oktober för Litecoin, 10 oktober för Solana 17 oktober för XRP och 23 oktober för Cardano. Så är det olika ETF-leverantörer som har skickat in om ansökan och blir det godkänt så borde det skapa större efterfrågan på den här kryptovalutan.

22:09Som du nämnde, ETF är ett bra instrument. Det är som en aktie där den underliggande tillgången är då en i det här fallet kryptovalutor men det finns ju ETF på allt möjligt men det blir mycket enklare för sparare och institutioner att köpa och sälja och få exponering mot en viss tillgång Ja men precis, så de som vill handla det från Sverige då använder ju vi vår partner Virtune och de är ju ett svensk reglerat bolag och de erbjuder så kallade ETP-er noterade på Stockholmsbörsen och då finns det ju redan Virtune-produkter för Light, Consulana XRP, Cardano Ethereum, if you want to handle the crypto value of the expo.

22:47Or even their index. They have altcoin index if you want to go a little bit more and not just to get exponering against Bitcoin and Ethereum. And then you don't slip all the strut. You have to pay attention to wallets, private news. They are always physically back with Coinbase, which is very trygg. Precis. Why we mentioned it in the end with ETF-share is that In theory, I think it opens up for more investors to buy and increase interest and capital-flödet to the alternative Litecoins, XRP, XRP and Cardano. So it can be interesting because we have it already here in Sweden, that you can get an expo on it.

23:33And that you can do via virtual. And then it's often so that you can take a position before. It's like the finance market is very good at positioning before. So when the beskets comes, then it might be a question on these. But then the price has already been done. Exactly. And Virtuos product is primarily the enkelhet. Man handles them directly via their bank or bank on Stockholmsbörsen, just as an aktie or fond. It's tryggt. All their products are 100 % back - which means that the crypto crypto-valley is probably in the same way of Coinbase Custody. It's one of the biggest institutions. And it's a regulation.

24:12Virtune is a reglerat business and it means transparency and that the products follow the high-prepared we have, just as on all the other financial instruments here on Stockholms Börse. Yes, and then you can do it with your risk of investing with your ISK, which is very nice. And then you don't slip 30 % of the windskatt, to the skill of the one who owns physical crypto. Precis, så för den som är intresserad så kan man ju botanisera i Virtunes utbud av olika enskilda tillgångar och det är ju Bitcoin, Litecoin, Solana, XRP, Cardano, Ethereum och många fler och så har de ju som du nämnde de här olika kryptoindexerna bland annat på altcoins sen har de ju även det här bredare som ska motsvara ett S &P 500 och man vill liksom ha en bred exponering mot kryptosfären i stort And then it's just to fill in Virtune Hos sin maklare So they'll come all their different ETP And then just to choose which they want to explore Precis, and if you want to learn more So go on on Virtunes website Stort tack Virtune!

25:18Then I've talked a little about Örsted Today, the last day It's just Dansk vattenfall can you call it Fast in the grön, they're very big In the grön energy and it has gone from 1000, now they took in my money on 66, they got in the Danish, they got in the last week a little bit of a beginning on a gigantic wind park that Trump has tried to break down, then crash the action, now opened up the possibility again which was positive, but it feels like Trump and wind and it's not a good way to do it. This shows a little how difficult it is to blank So, I was going to go into a positive new one. I was going to say that it would sell so many so many so-called - and that the course would go like a straight-cut.

26:07So it didn't. So I had a good win two times in the two-weeks period. I had to finish with a tors. And now, the last two days, has it crash so much. Today I bought a little so-called - and I'll see if I'm going to take the action. But now it's been a very try to do with the action. So it would be like a stud here in the year in the year in the year.

26:32Many foreign banks just snurrar around a lot of money here. You have Equinor as a homeowner and you have the state of the Danx State. It will be a lot of money. It would be a good place here. And a classic trade that you don't really trust on the company on a year's scale. But it will be a lot of money on a month's scale or like that. I like these underpressing Akties, emissions play, it happens Something that doesn't really affect Bolaget or that it has come In a way of getting better They take in very much Pengar now Then you have a look at Israel Have you any analysis What you can buy on fred I saw that surgical science It wrote to people that If it's fred, they are winning They have 50 % of personnel In Tel Aviv Annars har vi väl inte jättemycket Kopplingar, svenska bolag med kopplingar dit Nej, det har vi inte Jag såg att Israelbörsen var på all time high idag På freds Potentiell fred Trump verkar köra rätt hårt nu För att det ska bli en fred Lyckades han inte med Ryssland och Ukraina Nu provar han nästa fred här Exakt För Putins del så har väl den här Mellanöstern konflikten has been a little positive for the sake of saying for the sake of his allies Iran and so in the Middle East but it has taken off a little of spotlight on Ukraine in all of a medial so if it's possible to be a fred there will be a strong to be a strong on Ukraine and Putin for then he is inside in a conflict and it's positive I think I think.

28:18Yeah, and do you think it will be any fred? I? Yeah, both of you. You are our polymarket here. What are you doing for a chance before the year? No, Israel, Palestine, a lot of things. It's a fredsavtal that we'll go and get to there. It's like it's interesting to find out. You haven't found any Kyiv, any SPAC play there? No, it's still Kyivstar. That's what you can play. The one has reped us a little now. Yeah, exactly. Precis, det är väl det enda playet jag ser som är direkt kopplat till Ukraina. Så den skulle man ju absolut kunna handla om man vill betta på att en fred är nära förestående eller förhandlingar eller så.

28:57Ja, och annars då några bra plays. Jag har kollat lite på VNV. Den stängde jag här, de drog igång sitt återköp, gjorde en ny försäljning. Den har bara dundrat på här på slutet så den stängde man lite tidigt. but this shows that it's a little bit so that it works now. It needs a little bit more time. It needs more to be done. It's quite a bit negative. It's both small and mid-cap the last month. So you don't have much money here. You don't have to find something where it's a return to buy or trigger. Or it's something else. How have you felt with your own market? Are you it or it? I think that some things are going to be...

29:40I have done a company called Cure in the USA. Just so. The ones that have been able to do Huntington's disease. Precis. It opened... It came data from their studies. Huntington's disease is a disease that is... It's a huge, huge, a huge, huge sjukdom. It has not been any behandlingsalternative before. And they come with good data. Cure satsar on to research on ovanliga sjukdomar men som uppenbart svåra att behandla och det inte finns några alternativ till. Och den här studien hade gått väldigt bra. Vissa menar på att det var väldigt få i den här studien etc. Men Du får berätta lite om kursprocenten.

30:24Det var liksom inte de här vanliga rörelserna. Nej, jag köpte den 200 % upp. Jag vet inte var den handlades innan. Jag har läst lite om det det var ett tag sedan. but when I saw that it came I had a little I had a little bit of it so I bought it on 36 dollars and then I got up I was up to 50 I saw a little bit on 49 I saw a half and I was a little bit and then I saw Martin Scudelli did you talk about him for the week? I follow him on Twitter he is known for he has done the high price and has bad boy-rykta Känd, han fick sitta inne sex år För det Och satt och körde Youtube i fingerset Men det verkar vara en sjuhelvetes Börskille Det här är ju en savant Det är ju en väldigt intelligent person När det kommer till sådana här saker Han hade ju en hedgefond En biotech-hedgefond Och en healthcare-hedgefond Gick väldigt bra Sen köpte han ju en HIV-medicin Som han höjde priset på 2000 % Not so etic, maybe.

31:36And in the same way, this was... He got legal problems and got in six years. And now he works for a hedge fund as an analyst. But in a large part of his time he writes analyses and does everything. He doesn't live on Twitter. He's short on the Kvant-bolag. He's long-grej. Yeah, exactly. And he's very fundamental. so it's a company that you look at he looks at the USA and a little European company so it can be good he does it so you want to have and especially in Biotech we have said it before we are not the research is difficult to set in he has a good he has a good call especially he has a good call if it's a skit it's well it he's been out and found a lot and he's been looking at many so many companies that have gone down 99 % on the failed studios exactly so that he's not going to talk about anything but he went out and said here from then it was 38 dollars the day of the week he said here from is it 5-10x up over time and then I felt that I didn't remember how much I didn't remember how much it was up but it was over 200 % and then I bought it because I thought it's not many people who have been in on the purchase of this just from this reason until it's gone and until it comes some analysis and so that says maybe the same thing as he and then I saw the day after they took in over 40 dollars so it's pretty good in the USA when it's like these in the future that in Sweden then it starts to go down we've seen some low price or like in Norway but when it's well then you take money, the course can go no longer, no longer it's a lot of it's a trough sector exactly, it was a cool trade then you don't wait for the 5-10x that Martin Screllich wrote but it was a very good dags trade it's not often you do so no, but I think sometimes all the stiches are in the scene and then you should hop on I've done some more.

34:01I've sold half of it. I've sold it for 1949. So I've got a little bit. I've got a little bit of another half. But as I said, I probably didn't Monster Size. Hus och hem. But it was good. What? Hus och hem. You've got to hus och hem. No, no. No, but it was really good. It was cool. For there is a thing that was... Yeah. I had to read about it. It was actually about a month since I looked at it. So, I had a hum about it in all of a sudden. And then I felt a little... Because Huntington's disease is a disease that doesn't have any alternative so it's very difficult for FDA to say yes. Nej, really.

34:42And it's so it works. And this is not a tablet-form. It's that you go in and deliver a little bit of a heart. So it's a operation that needs to be needed. etc. There is a company called CLPT that is called Clearpoint. Exactly. Ticken RCLPT. The company also went up very much. It was a sample of their technique, how they can deliver directly into the heart. So it's not a break on a company if you want to go down to something? There are a million companies there. This was a little cool because I had been and nosed on it before. It was on Twitter Någon named it So I started to go on It had been very cool to be long But it was not But it was very exciting And then index is still short To skill from Sweden When it comes to an agreement Then it goes down In this case it was not really so But it opened up over 200 % And then it continued Yes And then in September now is September's end, is it done on BAS?

35:52can we get a little party now? I'm still short, indexes it's a talk about government shutdown now in the week in the USA I'm not sure to say that it's something positive they're not far away from and I'm not sure to come over again but then I think we've talked about Hond HND, the I'm not sure to say that it's something positive so I've been so Allt faktiskt Ja, där vill man ju verkligen se en notering av det här Bly Kalla som är det svenska bolaget Som har ny teknik inom kärnkraft Nu fick de in Oklo Det vore nog det hetaste bolaget på hela börsen Om det skulle noteras Exakt, Deo Loverbull va?

36:35Ja, exakt Men dit har vi inte kommit än Det är bara de här rikade, onoterade killarna Som har varit med där Men vi säger väl så Kommer tillbaka lite piggare, lite bättre ryggar Lite mer affärs Möjligheter nästa vecka eller? Vi har lite case på gång vi tänkte dela i podden Men vi kände väl att vi skulle ha mer på fötterna Göra mer research innan vi delar Så nästa vecka då har vi nog Några i bakfickan Då ska du komma med en hel palett av bolag Yes! Och en annan sluttrade som vi bara kan droppa Det var väl det här Lumi som spårade ur förra veckan Vi som har pratat råvaror Så var det ju en koppargruva Som fick Porsche Machir Och det visar väl ändå hur How stökigt it is there or how hett it is on miners and metals.

37:22It's very cool. I'm a long Lumi. I'm going to say I've got Lumi on long time. Now it's on short time. It's gone well. It's been about 80 kronor. It's probably 140 kronor. I don't know. But it's gone like a troll after Freeport. MacNolan heter de, eller vad heter de? MacMoran. MacMoran. En av de största gruvorna i världen. De har varit tvungen att stänga. Ja, så det visar ju att en gruva kan påverka hela världsmarknaden. Ja, det är väl att de har varit tvungen att stänga den rätt länge också. Utredningen är klar till årsskiftet. Så det blir en utbudsschocksmäll. Yes, sen har vi veckans fill or kill då.

38:12I will say that Fillen It will be I have not so much Fills To bjud on I have tried Some of americans Varanters So it has not yet But I hope it can happen Something there And then We have Killen It will be Nyhetssand It feels It is still It is It is It is It is It is It is It is It is It is sentiment i svenska small och midcaps. Kommer en nyhet? Folk passar fortfarande på att sälja av. Det är ingen hos där. Min fill är väl... Cure trading förra veckan var kul. Att hånd kom igång också var roligt. Och min kill är väl där eviga dipköpandet i indexen. Går det ner en procent på börserna då är det som får kasta sig på köpknappen.