Avsnitt 552 - Dags för Sydamerika

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. version 1

0:34V10

0:41match ...mad experience in the kids. How are you doing? Not that you're living on podcast? No, I'm not. You'rekum. I'm getting on a chance. You've got nothing new. I'm in your portfolio instead. Sometimes. How has the week gone? The week has now started great. Yeah. It starts from now from Argentina. Yeah. How are you doing? Here's my obsession. You're doing that well. It's not bad now. So you're having a Rapid thinking. You're going to lose your capital. Yeah, but it's, it's 1979. Wow. It was cool. It's gonna water a X-ray. Yes, and it was then that Millay went well, or even better than expected, which made it that the argentinsk bolag and the price went up.

1:20I have had a little report, we're going to talk about the period of the year. Evolution, Truecaller, Volvo Cars, Saab. There are new things in Intel, so it must be clear that it's up. It's still a metal crash. It's a gold crash, I don't know what it's called. Is it going to be fast up or is it going to be fast? Is it going to be fast? It's going to be fast. You mean gold? It's like a meme stock. I saw that Lundin Gold is at 25 % on a week or a month. It's like a ruck up and a trots the same gold, same production. So bad it not to be. But the price has been a lot. Guldpris is like a quantia. Yes, it's full action.

2:01And then we have a little stormy in China and USA. We have looked at SPAC-marknaden. We have tried to find a new case that we should have to do. He'll come to Fed's beskjed this week. It's a meeting between Trump and Xi. It's a meeting that's happening. Yeah. He might maybe meet Kim also. He's full action. It's not like a matter of fact. But fine. He's still standing in the way. Rocket boy. Yes. And then in the end of the episode we have an interview with Talkpool. They've been a long time on the market. And here we have an interview with their market and their company. They've been doing it and went around a little bit.

2:36It's an interesting interview. Yeah, really. So listen to it.

3:08I stycken vinnare får ta med sig en vän. Det har ju varit målkalas. Du fick ju gå och se mål sist. Precis. Och det var målkalas i helgen också. Så vi kommer posta ett inlägg på Twitter X. Där man ska likea inlägget och följa Robomarkets SE på Twitter. Så har man chans att vinna två biljetter var då. Till Djurgården IFK Göteborg på lördag. Exakt. Så det man behöver göra är att följa Robomarkets SE på X. and their handle is at RobomarketsSE and like in the in - Yeah, it's a period in the USA. What is it better than what it is about the US? You can go short and long. If you want to go long, you do it best on an ISK with a lot of money.

3:54You don't have any premium-kund, but it's about all the customers. If you want to do it, it's just via Robomarkets. You can handle it on the USA. So it's. And it's Galna Rörelse. It was a bit beyond meets for the week. It's where Momentum is It's where the big big deal Yes, exactly And if you haven't been a customer So just contact Max and Simon On Stockholmskontoret So they help you very easily To set up a konto You might maybe try with a demo-konto first And then it's just to test And to know if you're going to get in In USA-djungel Where it's full action just now Stort tack Robomarkets But come remember Investing in your risk and it's not that you will get back your investerated capital.

4:41We start with the report period. Have you had any reports on the northern market? I'm going to look at True Call today. We played in this. We played in lunchtime today. 28 October, the one who klagar on the datum. Yeah, exactly. It's near 18%. I'm going to look at that I'm not... I'm going to look at it on the next we speak. You're sitting and looking at your new portfolio. No, I don't know. I don't know. We've both discussed this and tried to class it. The year went from 30 to 80. And now we're back on 30 again. Märkly. Stora kursrörelse here also, I think. Yeah, really. And it's been blanking.

5:22It's been out of the blanking. Even so long ago. Now they've got it right, I'm going to say. With this report reaction. Börsvärden is probably around 10-9 billion. It's still a bit. It's still a bit. It's still a bit. It's still a bit. They have many users. It's still a bit. It was the positive report. They had an intäkter and their business - and their annons - which has been very very small. They have an annons-partner that changed their algorithm. and it has led to that they have got a lower annonsintäkter. Then they had even Evolution, which we should talk about, that has been an outstraming on the kinesis real money gaming, casino and betting.

6:15Then it has been so that the operators have not yet got to do a reclamation in True Caller. Then there is a big annons, or a category there, has gone down, if I get it right. but it's fascinating that it can be a lot estimating comes down very much it's not that I'm taking with me here again, both Hero Evolution are the most negative and the most positive and the blanks and the most negative often so to go against them and think that you play a game it works on 10, but it doesn't work every time no, so it's not and market cap I'll tell you about it is 10 ,6 billion. It's just something here, I think.

7:01I was in Bodenholm and we were able to have some kundfodringar. They were a little spakish. They were attacked by blank. The GDPR-saccess has lost. It's still a little bit of a lot of scouts. Visseroy has been talking about. I don't know if all that is. They seem to be a bit of sparking on when you have business. which is a little bit difficult to understand. It would not be so difficult to understand, but when you are in many countries, you are in the store in India, it is not a home plan for people. No, it doesn't work from 80 to 30. For nothing, it works not. Or, the market is always six months before, and then six months is under 57%.

7:45So it's good that they have to say that Real Money Gaming would be before and the annons partner would change their algorithm before. Innan. Exactly. Then you can ask why the fact is going to be 20 % if the market has been able to do it. Then you're asking if it's a better price here on 30 % than it was before. It must be. It depends on what's going on. Not just in fact. But when you look at the NFL and Nellorm it's been much better to buy from the company that has gone up after. Absolutely. Absolutely. It's not a better way to go. We have not really... We must try to look at what it is that we can see.

8:22Not to be able to get out of it. And it's about all the market. And so we'll look at. So we'll... I don't have any any yet. Not me either. I don't have been so active. And that... Man has learned that it's a little new time now. That it's not often that an aktie vends over the day. Here comes a day-to-day. It's very difficult to move on. It's a little new market tomorrow. Then you will see what they say, if it's someone who's looking for something. It was a snabb comment out of the morning, if it was ABG or someone who said that it was not so far, it would be possible to go up and like that. He says to the VD that annonsmarknaden is still dain in October.

8:59So it means that we are still not in any way of turning. And it's not that I'm not sure that it's still a bad thing. So you should try to find a little data point when it's still stable and moving on to... Then they were on the other points, the abonnement, and that's probably the most important thing. But then they've been a little over-used. I think they're quite under-used. There's no one for the company that says about Truecaller. No, but I think more on the town. All of them are long-term Truecaller. It was about a year ago I heard it, but then they got it up to 70-80. Yeah, so it's I think it's just a little bit It's just a look at if we can see it over to Evolution How long time it takes to go back to it There had a really bad report On the way USA and Europe Tuffa on, it's okay And then it's Asien, which is their More vit-grå-svart market What they call it Where they had problems with streaming That it's someone who snores their Spel streaming, which is very diffused and then they say themselves that they have stramat off for much and it's true about that the market is gray that if they were going to sell full and sell to all operators so it would be a great value but they play a balance game here choose out which operators you want and like that and it had taken for hard, it's very difficult how you can understand this and they had not come to any solution with the streaming part But it feels like it's still a lot of money But it was the first time that their live - company didn't go to the market So there has also been the market for a year in the past Six months Man has not really seen this That it should go so much From being a total-to-live-to-one Evo And here you are a little more köpsugen bara för att du har grund, du har återköp, du har utdelning.

11:07Det handlas väldigt billigt. Men sen är det alltid en väldigt jobbig aktieägar för det kommer hela tiden nya historier och strul och liknande. Det är en väldigt enkel aktie här också att slå på, både för blankare och andra. Här har vi pratat om tidigare i podden att det här skiftet från tillväxtresan till value resan i den här branschen. Och jag tror att den stämmer. Att det blir lite som tobaksbolagen after the end of the 90s, 2000 it was fantastic to buy but it takes long time it's a lot of money to buy and sell that you see where the price comes from and maybe not it's a course in a way but you understand what I mean not to buy HOS-variant no, he had to buy he did it very long in Tobacco-Bus The market is running a lot here in the sense that the market is around low.

12:05The three-year low here is in$662. It's really absurd when you see it. I took up the blank list here. You have True Caller in the sixth. Evolution in the 13th. The one is Electrolux, SBB, Hexatronic. It's worth holding a blank list. Några av de här bolagen kommer ju vända runt medan jag såg Exatronic vara uppe på sin rapport. Vill du prata mer om Evolution? Känns som han har sagt det mesta där. Nej, och den ägaren skallrar väl också om att den analysen stämmer. Ja, han gillar ju värde och återköp. Ja, och gjort en megaresa i tobaks världen innan. Just det där att för tillväxt är ju flashigt. Och det är inte lika flashigt när det inte är växt.

12:53Nej, nu såg man ju att Capital Group hade köpt in för den här. Det trodde man väl innan att de skulle vräka ut alla sina aktier, men det hade de inte gjort. Så det har ju skett en väldig förändring i ägarlistan här. Och trots det har ju kursen bara handlat neråt. Om vi ska titta lite för svar då. Mildef, som jag höll på med lite förut när det var Insider Seller och den gick rakt ner, har ju studsat tillbaka, kom upp i 200. Sen kommer rapporten. Den är då fjärde mest blankad, 10 ,2%. Och nu har den kollapsat här från 200 till 160. It's amazing because they're sending out new orders all the time on more than a hundred million so it looks like it's okay for business but it's still one of the most blanks and on the other hand Saab did one of my biggest intradaystorskars on the Saab the open flat, they've got their guidance then it's up 7 % it's a very embarrassing act you sit home and click on it and then it's got 6-7 % It felt like it would be a stop on Saab.

13:56You missed that they got a order on 120 plans? It was not now. It was no one who was going to be on the plan. It was worth 10 kronor per aktie. Intressant that the other company, Kebni, who I talked about before, has gone pretty well. Mild after that went well. Saab handles quite high. but it came back after it. It felt like it was a weird for-middags-rapport-flöde. And Rheinmetall had also come down. So here we are still in the same... Here is still a long-siktive - but in the mind-world companies it doesn't feel like Saab holds up here with an ETF-flöde. Here it's a automat-inflöde, Medan de här medelstora och mindre bolagen Är inte alls samma försvarsål som det var innan Nej och de Saab ingår väl i en massa försvars-ETF Och indexar och sådana saker Så det blir naturligt att allokeringen Går dit Och inte till mindre spel Som inte ingår i samma saker, i samma grupper Nej men jag menar då finns det inte så mycket köp Av kött och blod utan det är bara automatiska köp Och när de vänder Det är bara att titta på guldaktier och liknande Då går det ganska snabbt åt andra hållet också Ja men precis och allt det här är momentum trade today, it's just a look.

15:14It's just a look at gold. It's just a look at gold. We can talk a little bit about gold. Gold crash continues. What's it saying? Yeah, the one is doing it. And the momentum has taken it. And now we're under 4 ,000. I had planned to buy under 4 ,000 for the week. I had decided to buy it for it. But now I think that it can come down a little more. We were up to 4 ,400. Now we've been down to 3 ,886. It's 10-15 % and now we are at 39.25 so we have a little bit from the bottom but we are still still down but we are still still down it is still negative and then it is up 4 % on a month and 17 % on 3 months so it is not so that it has been back all the time but the chart saw out as if it was going to break the ring so it is often out and then it went down.

16:11In crypto it was the same thing. We got the bitcoin smell. It was a few weeks before it went down. And then you can see it in other markets. Kvanta-actierna got also a smell on Nosen. Kärnkraftsbolagen have also got it. It feels like everything is just a momentum trade. And the sector that had gone best was the non-tech-independence En korg som Goldman hade tagit ut Det var ju bäst bestehande sektorn Eller vad man nu ska kalla den, korgen Och där är väl luften alltid lite tunnare Om du har bolag som inte gör vinst Det finns inga värderingar att hålla i Utan det är bara någon allmän hype Då när man drar undan varm luften Det visar ju också att det är flockbeteende i allt I guldet I vissa sektorer på börsen Vi såg Beyond Meat förra veckan Gick liksom flera hundra procent Och senknen rakt ner igen It's just a flock of the people there.

17:08And the big ones, because they're not going to fly gold. But this is no central bank that's not doing this. They never sell. They just buy. So it's marginals. It's a long-term, blank, stop loss. All of them that are on the trade. Yes, exactly. And it's very much over 4 ,000. So it's a lot of people who have to go around. Now it's going to go around and go around position. And it's there to die on momentum. It's always a thing. Do you think gold has topped for a year? For a year? I don't know. I think it's going to be more on a list. But for a year... I'm asking you, I'm asking you. I have a podcast here.

17:50It's a difficult question. Yeah, it's a nice question. Yeah, it's a little bit. It doesn't mean that I think it's going to be a ruck in the middle of the road. As I said, I'm interested in being long. Is it mining-bolag or the same gold? I can start with guldet if it continues like this one day. It's interesting. But then it's about Xi and Trump's friends. It's a risk of trade. The better it goes in trade talks, the better it goes. Exactly. It can be that Chinese people who say that if they don't get isolated, they don't have much to hedge out their guld. Exactly. Exactly. So it has a geopolitical aspect also.

18:34Yeah. So I think it's interesting. And it's interesting because it's going to be the other raw parts that are not the same risk-off profile. What do you think about? Well, silver and other raw parts. It's not that gold on steroids. So if gold comes silver automatically. Yeah, absolutely. But you have a industry-off after-frågan in the world. And not just that it has been a bubble in several thousand years. Nein.

18:59And like that had we the rare earth where China was with, if we continue, China-USA that they would have a year's pause that they would block export so all of them went down a lot and that's the short-sighted and the more long-sighted is that we have a year on to be completely because we are completely over the way of China so people don't get it but we must go on time I think no one had a chance in China or Westworld had a chance at the Kaplan said that it could be a problem for them that they use this in some products and also for China people think that China here it's about who has the strong hand in these conversations and you forget that China is just based on what's going on it's not billy to sit on a lot with lager on Rare Earths.

19:56You haven't taken any corner of anti-moon and the things you talked about before? No, but I'm interested in buying it. Vinsforhålland, you pop up a little anti-moon there. Yeah, but it's for the thing that really glöms bort in the tullkrig is just that it's not just a handelskrig we can get to handelsbalans. It had been easy to do. And it can be changed with plus-accord, all of a value-up, so things like that. Russia did it on 80-tall. Reagan did it. So he didn't do it. But it was a war. It was not a war. It's not a supply chain. It's what's a little bit about the war. What I think is that the discussion about the war is that it is that we want to save our own supply chains.

20:40Yes. For what Ukraine and Covid have shown is that we can't be so dependent as we are. And it's not a war. It's not a war. balance-fråga. It's just that if it goes so long that it's a war, it's a war. And it's important to rare earths. It has not to be with balance - to do it. So we need to buy our time and China has not to decuple anymore. No, exactly. And not we either. So it's just that it is. And I think that Kinas economy is in a much worse state than the West Coast. Yeah. For so is it always for them who are communists. Yeah, I had to buy in the Tiger, the one that I have talked about, I had to buy it for the week.

21:31And the one has gone pretty bad. The one has also been a skjuts. It's been many Alibaba, all these Kina-applicated markets. They can play a little on this. Tull-grejen, so have you done anything of your position with the Kina-USA? No, I haven't done it. I think that it was that it was that it was that it was a framework for Trump and Xi to come on on the other day and it was I thought I came on the other day in April a framework of how we should discuss the future and then my theory is that the tulls that have been and all the tulls that have been has already have already have already have already taken 1 % of BNP now when Goldman or Morgan Stanley if it was Goldman or Morgan Stanley came out on Friday and said that AI-investing would be able to 1 % of BNP.

22:26And that is the one that has been up with BNP-siffers. But consumption of it has got its turn. And this was, it was that Trump's 100 % tullar, which would be going to do it on November, didn't do it. I mean that they who are already nagging in the kanten. It's still So, the US BNP is$37 trillion. Kill this, and they are sparing it. And the tulls are about$300 billion per year. It's 1%. And the question is, do you see the tulls as an intake? Yes, it's the state of the state. I think it's the state of the state. And it's the state of the company. Or the consumer. Or the consumer. Or the consumer.

23:16It can come out of the way, absolutely. But I have to say that it would be a positive effect on BNP, even if it comes out of the way. Yes. If we go back to a little bit of a company, we had Intelligo. They were always in the media. They would go to buy a price and had a good cash flow. Now they did a huge, direct emission to HCM, a foreign-american actor, on 210 million dollars to premium. Then they thought that the price would be a good price. that which did the ire in upon in the afternoon. Our first possible versuchen is 8%. The silver fixed positons so that the investors bought bought on$105 and the bottom of congress gave us a lot of Vol shad RE had to create a long insights to a higher cost even than$600 million.

24:08This is Cisco Aerman, a big market maker and breakout their investment ben and it was a list of different transactions they've done before in Sweden this is not a Warren Buffett but this is a total financial act and the companies they've worked with before it was Fingerprint Synact, Minesto Smart Eye and Acelio where they've been a little bit of a guarantee Friotagare, långivare och olika saker. Så det var väl liksom inga kända storbolag de hade jobbat med tidigare. De ser väl någon finansiell uträkning här. De här varanterna skrev folk var värda 150 miljoner i någon Black & Scholes-modell. Att det blir liksom som en bonus för dem.

24:55Därför är de beredda att betala premie på resten. Det var lite olika villkor. Blir det börstopp? Blir det det här? Blir det det här? Så kunde den här varantpriset gå neråt så att de kan komma ur den här affären. Ja, det It's like a more questions than answers. He's still still in Silencio Stampa, the VD. He's always seen a interview where he's saying why he's doing a new emission. He's still going to buy a new one. He's going to buy more. It was investing and like that. But the price of 100 million will be off. It's been a lot of questions here. And a lot of action in the AktieKurs. Yeah, it could be more.

25:38It's just a thing I've reacted to. It's that everything is in the wrong way. Aktie-order-köping, it's this, IR, it's the same. You understand what I mean? It's all in the wrong way. And many new things in December. Why do you do this like this? Why don't you do this like this? And then do it real and make it real. it's a real investor. It's a good idea. You have taken in the sharks. And then it's a variety of and then it's eight when the variety of people will execute. It's not a death spiral and financing, but I don't know if you're going to count on it, so you still have there. What you would like here is that you come in a aktor who has been gransked the company, gransked the company, and then is ready to stop in their surt fordärvade money without barrenter.

26:34For that to do it, you must do it and ride out the storm you are in. And then you do it. It's the right order to do it on. The logical. The IQ over 90. The way to do it on. This is... You take in Sersquanas, which is a trading company. Oh, man. They print you gold on the company which is Intelligo and Allhandel. So now it's time to go back They never go back It's not so it works So they have a way to pay So it's with all the All the financial actors All the people who go in In an emission But it's It's not like it's important for Sarsis that it goes well for Intel Or how long they hold These are the same But they will probably Maybe you can sell them with plus or with these.

27:34So we continue. It's been a lot of trading opportunities. I'm not long or short just now. Then we had Volvo Cars. There I've been sitting on a few options. Did you do it now when the price went up 40 %? No, it did not. You should never have to be able to buy Samuelsson. It's a little American. You're 65-70 plus. You come in. You've got a spare package for 18 billion. Miljarder sparkar hur många konsulter som helst. Släpper den sämsta rapporten i Volvo Cars historia, förra rapporten. Kitchen sinkar. Och nu var det en av de bästa rapporterna i Volvos historia. Och så går den upp 40%. Det är en väldigt liten free float och tillgängligt antal aktier i och med att Gila äger så mycket.

28:20Så då när det kommer något sådant här galet, det är ganska mycket blankat. Då blir det väldigt stora rörelser. All cred till Samuelsson Kursen var väl uppe i nästan 40 kronor här Och var väl nere i 15-16 Fantastisk aktieresa Synd att man inte Jag har väl ens mitt årsskiftescase Eller var det förra året? Nej det var nog förra året Men någon gång till slut vänder det ju Jag är sur över mig själv Den står i 32 ,50 Så jag ska inte hålla på med några fejkade siffror Den har gått från 20 till 32 But it's a cool thing When we just talk about it You know, just about the Bolag that goes down I think I Very much on the report Here it's a company that You've got to Mot blankare Mot and Vend it around I'm going to I can You have a little Super on me Just the That's the That's the That it comes in New VD Now even A well-known Person It's almost even better He can He's got the He's got the And then The No The one who is a little sleeper and has been with for is that the first report is that he has a kitchen sink.

29:26He has a lot of money. Yes, he has a kitchen sink. He has always been doing all the bad things. For it will not be on me. It can always be on me. And then it often... Then you can't get it off. I don't know why it didn't have been on me. I missed it even... I missed it even in the same thing in Essex when I watched it for a few weeks. There is also a new company from the company itself. She is the new company. And then I thought that the first report will be a loss even if it is bad. I mean it's a kind effect. Now it was actually okay. But the action has gone up now. Now it's not really cool anymore.

30:06And you're fascinated by the near 240. You're fascinated by how you can drive a lot of money. All right, that you can spend 18 billion dollars. Börsvärdet in this company is very little versus their insetting. and like that. It's a bit of EBIT 2 for that they're going to break all kassaflöder. I'm trying to find out how much Samuelsson has been able to buy it. But it was more than a million, so it should be a bit of a risk. Market cap is 96 million in this company now when it has come up a little.

30:46Stora possibility is always in the this was apparently one of them. This was a little bit the same. It seems like it's more that it's going to turn over the day when it's blank. It was a total panic the first 3-4 hours in Volvo Cars. Then it was just to buy, buy, buy, buy. Then it came down a little bit. Now it's coming up a little bit again. But at the other point, when people go up to something, then it's never going to turn into the flödet for the time to what it did before. Yes, then we had a little SPACs It's not happening anything new. You still have to do it with the rest of the day. It's government chat in the USA.

31:23SEC goes on on a lot of not so many people are working there. So it's a very flash of a lot. It's just a splash of a lot. It's just a splash of a lot. Yeah, it's just a splash of a lot. I think it's a I think it's a a lot of flash of a lot. Why do it not come any new things? I don't know. The last two weeks have not come anything. It's not a SPAC that does anything. It doesn't mean that there are no conversations but you're waiting to go to that you can file and send in some good-women for the deals which maybe makes it more fun when government shutdowns actually slaps Then it becomes a loss Then it becomes action It's probably even in crypto the altcoin ETFs that could also be stuck in a place at SEC SEC S-I-C So I found a new SPAC Which is not a lot of people V-L-A-C Which is a peer to CoreWave Which is a big A-I-play If you are interested in a A-I-play So it looks like it's very cheap This is a SPAC that has Valt out its object And here So you have a Rösting on it So smart SPAC-person that it was a special situation play for then you can sell it before you can sell it.