Avsnitt 560 - Än är det inte slut på case

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.

0:30Avsnitt 560 Av Phil or Killpodden Varmt välkomna Tackar, vi sitter här, det är mörkt ute Julen närmar sig Hur är julstämningen? Börsen går på i dag, det är väl det den ska göra runt jul? Precis, det mår folk bra av It's chaos on the street, it's a little on the court We're going to do a little monster-spin here We'll be able to get the technical It's hard to be the worst of the year Exactly, this time was not my plan We're going to do it We're going to talk about mining On the svensk market Viscaria has been here Trump has been able to talk about it The windkraft for the seventh time in the year Novo got married in the oral phase As Freud said, it's the most expected of the new ones.

1:18Not yet. The course is up to 10 % and you don't understand anything. No, but it's from low levels. Yes, but it's a press course. It's low liquidity. Then we have a hack so. Lockup goes out there. Then a little rally. And then a little trend that continues all the way in. In i goal. Gold and silver we think we're going to do it on. And then we'll talk a little bit about how we see it on the hotel. So we got a question about it Yeah, then we'll stop asking if we're all in a minute Exactly Yeah, but it's well it And then next week we're going to a question And then we'll be in a question And then there on So it's a new year And a new year And a new year What we think about what we think About 2026 Nice, so you can go on Let's go to the end Vamos a la pocket

2:19Thank you.

2:42I was just going to go off a little. I don't think it's cool when it's been stängt. But you can go off even if it's open. If you want to do something, it's good to know. So you can see it on the 24-7 on the NASDAQ in the future. But yeah, US has got to go. Råvaror has got to go. And you can handle with a lot of income on ISK. In a short-term income that is on Rob Markets. I have been paying for 6 000 kronor in cash flow. It's very expensive. It's just a lot of money to get away. It's better to buy a julklapper for those Yes, really So it should you absolutely Spanning in if you You know that you're talking about a lot of USA Or maybe you're on a way to You can do it You can watch it when you're ledig And watch it on the USA When we're in Sweden And if you have a trading view there You can sit and work a little bit in the graph What's that look like In 2026 Exactly It's a very good system Where you can watch it the most and in a good sense to sit and work.

3:44So if you're not a newbie on Robomarket, it's time to go in 2006 and they're with us even there. So there we go on very good events and other things that will happen under 2026. Precis, so stay tuned for there will be many new things here in the beginning of next year from Robomarket. Yes, cool! Stort thank! But come back, investeringen bär risk and it's not clear that you'll get back your invest in capital.

4:14Thank you.

4:40Gruvan, höggradig koppar som ska öppna upp. Första Malmen ska brytas i slutet på 2026. Första kommersiella kopparkoncentratet har de som mål att producera sig i slutet av 27. Och Handelsbanken kom med en rek här nu. Så nu gick aktien från att ha handlats med emissionspressor och den är upp 30-40 % här på en vecka. Det har ju tyvärr inte riktigt skett i det här andra bolaget jag har stoppat in pengarna i. Men det är sånt här jag älskar. När ett bolag pressas av en emission och sen helt plötsligt är emissionen över. Det kan komma lite nyheter. Så då satt jag och handlade lite Viscaria. Grattis till alla som tecknade där.

5:18Det som man gillar i det här caset är ju att de har två EQT-killar, Jan Stålberg och Thomas von Kock som storägare. Det har ju varit problemen. Innan har man ju tänkt på Northland och Dannemora när man tänker på svenska gruvbolag. Nordic Mines var väl också ett gruvbolag? Ja, det har inte gått så bra. so one of the important bits on the place is a good contact and a deep and a deep dive. And that's a capital intensive branch. That's EQT is known for. There are deep dive. Yes, and copper is a stick. There is a high degree of copper. So, yes, a case is worth to be able to. It's like all the way we've had Boliden and Lunin Mining, which have been the biggest stofiler here, but we've It's not been so many in the market.

6:07It's not been any mining-haws on the svensk market.

6:13It's so with mining that it's not a lot of companies, especially companies that are exploiting in Sweden. It's tough. There are a lot of red tape. It's a lot of time. It takes long time. It's long time. It's a lot of communists and all that. so it takes a long time and I think that Viscaria is just a way to the other way to that it is clean. It is just a they open a befintly gruva which has driven on the 90s and then it has driven on the LKAB and I think Otto Compo was also with there. So this is not to start from scratch which is not it goes faster and it is it we see that the first Malmö bryts at the end of the year on 2026.

7:07So here it is a short way to the end of the year. Yes, now it feels like that the Tåget has gone. They have to do some financing before the gruvan starts. You're a little based on to sell in a story here. You don't want to do that people are not going to do it. You have to go all the time. You have to go as expected. so that you can... And it seems to have been a flyer here now. And the course has been around 20-30. Now it's about 10-10. And now it's about 16-16. So it's like it would be cool if we get a good company. I've been looking at Lundin Gold on 30-40. When they were on with it, it was not a djave that was going to be in 800.

7:54So we have these phases that we've talked about 100 times before. and now we are a little in the trough phase when you buy up the gruva and then you see the gold they also bryter in Sweden so it's a big difference so it's a big difference but it's always a higher risk on it especially in this case because here you know it's a copper and it's a gruva since before but otherwise we have Boliden, Lumi, Lundin Gold as you mentioned and in Lundin families so you get a little of a they've done their own D &D before so it's maybe better than if you want to let yourself among small exploration companies I've seen that it has come in a little bit more than Lappland Gold Prospecting and Archelon it's just people who are fighting there in the periferian and now when the prices are so high it's really going to sell in a story look at this here in the back this is worth more billion And now if I'm a little bit kritically Now when it's like a house In the industry It's a lot of snake oil It's very easy to get a letter I'm going to get a letter Precis So you should be careful It's a little bit like the classic That it's gas in Siljan Oil in Siljan Siljan gas It's a little time Every 10 year So comes a Pumper dump company that will be able to find it in the way.

9:29So you can see it in your hands and do it in your hands. And especially to see what it is that are behind you and what it is that stop in money. And even if I don't know how much experience EQT-killers have of mining, but with their contact, I think they know where they are going to be. Yeah, exactly. For to get expertise. And to lock expertise. One of the most important phases here is the financing. To make it to institutions, to make it to make it on the right way. It's why the case is easier to sell it to an institution. It's a big one where they have been in the company before. And LKAB and Autocompa have been there on the 90th century.

10:11They don't start from scratch. So it's been interesting to follow. I'm feeling a little from now. I'm going to go to next episode. Or if it comes a dip or something like that. Sen hade vi Trump, han släckte ner vindkraften Han drog in arendet Om jag fattar rätt, via inrikesdepartementet På Örstedts två Stora vindkraftparker, den här Revolution Wind, utanför Rhode Island Som ska börja producera nästa år Och skyller på både försvaret Och radar och liknande Det känns som ena stund det vinner om något rättsfall Så är det här good to go Och sen så nästa stund så rycker han Undan mattan på det Och för fem år sedan var väl det här det hetaste som fanns and you have been very critical before but it feels very politically safe to act in wind, especially in the USA I'm most bitter that I haven't sat on the screen when it came Örstedt went down quite a bit and I'm still in the West of the year so you can't think that the whole wind sector has collapsed, but it has it not it's been a little renaissance there Vesta se upp 74 % i år Det kan man ju inte riktigt tro Nej Ja, men det blir Fortsatt strid här Jag är inte så sugen på att äga Örstedt Equinor la väl ner sin grönsatsning Och köpte in sig i Örstedt istället Det har inte blivit någon succé De har i alla fall gjort den här stora emissionen Som man missade lite enkla stålar i Men Du är ju mer taggad på sol och sådär Ja, jag tycker inte att Med den the after-frågan on the el that will be needed so that's not wind it's interesting, it's a marginal it's on the margin it's interesting and I know that some say yeah but then we'll need everything and they're not focused just now I don't think that pengar and allocating goes to wind it goes to kärnkraft and solenergi it's it it's the interesting so I'm not interested in wind.

12:19We'll just listen to Elon Musk. What he thought there. We hope not on Örstedt here on Dippen. It was a very interesting trading place. We had the Nordisk. The most hated Aktien. The most loved Aktien. The most loved Aktien. The one got married on its oral pillar. Here it's a stick out. They have three months to get out of the L.I. Lilly. I get a little bottom of the Vibber. Now we've been down to 300 And a little further We've been out of this Alzheimer's New VD I thought it was super-want The course was up 10 ,5 % Now it's up 9 ,5 % It's tough on the market People are in the wrong position I think it's been very spain Antingen it's a total Value trap Or it's a 5-600 I think it's also interesting I'm a little bit of a joke on myself I was long on Alzheimer's And then I got 10 % On two days Then I thought I would take off the When I came down I had 290 I was going to put in the And then I was not really I was not really near there And I missed it when I was there I was a bit surprised I had to be long there I had to have decided It was never like It was never like And then Now it was just So we'll see They missed you I was not sure I was not sure de vill bredda pipelineen eller någonting måste de göra för att differentiera sig från Lilly.

13:48Jag tror folk ändå har missat det här krokodilgapet. Lilly har ju gått fantastiskt i år och nu har varit totalt kollapsat. Så det är intressant hur man kan se samma sektor. Visst det skiljer lite marknadsavdelar och liknande men de har ju olika fördelar. Nu kom det här orala pillet först och så kommer Lilly med någonting och så kommer de. Så stor skillnad tycker inte jag det verkar vara när man tittar på kursgraferna. utan att vara någon studiekille heller men det här att du går ner mer av Lilly än Novo det känns som att de här studierna är lite halvsvårt, det beror lite på vilka du får in i studien också och hur mycket du hjälper till själv, de här patienterna ja och jag har ju varit inne innan på att mycket kommer handla om hur ofta man tar och hur man tar om det är oralt eller sprutor eller hur du lever under den här behandlingen du äter McDonalds varje dag men du äter hälften så mycket, ja då kommer du gå ner i vikt men inte lika snabbt som någon som faktiskt kanske lägger om I think it's a lot of so.

14:43It's a difficult... You see a lot of рекlans on tunnelban. It's new... What should I say? The behandlingshem or like that that people pay for the time. That now you can use a online-lake where you can use a VEGovie. Yeah, I've also seen it. There you just sprut in money and so many companies all the time. Yeah, but it's a little interesting. I'm looking at bullish. I'm not long in the long time But just when the new thing comes The time before the day The day before the day So it's a better liquidity So I don't want to go in No, it's not I If we go on to go on We had Hackso The casino-to-beer The casino-spel It must be one of the most Fragments of the company On a short time When the company On a five year It was worth 20 billion dollars.

15:40Now it's coming from 80 to 62 here on that it goes out to lock up. It was a lot of private people who were the time to invest in it. They were going to sell out. Now two days. I think it was going to go out or today so that the tax has gone up both of these days. So it's a little so that the price works. You can front it down to something and then when it happens to happen I don't know if banks are so excited to do a placing 22-23. They've gone on long-play. So this placing, either it comes today or after the year. It's two places here. The action is super-billig. It's about 10-gauge in the market.

16:19The company will grow super-bra. They will tell you. On the other side, people are in the crypto casino. They'll look at the EVO. It's about the regulatory risks and like that. I'm a little bit of a place. I'm a little bit of a place. If it comes, or where it comes, what's that's going to be here. Can you come in around 55-60 so it's gonna be a good price for the coming reports that are probably going to be super-fine. The company will go as the ticket. And it's just to gratify all the people who have invested in this, which has got 50 times the money on a dollar. Absolutely. And I'm with you on your take here also.

16:56Because the pricing is interesting. And then you're with that it doesn't come any pricing because everyone thinks that it's so billy. And then it goes right up. so we'll see how people have played this it has become quite blank so something should the blanks do with their own it's even on the theme that the bransch we've talked about it on the podcast it will look billy out when it gets out and it gets out of the market it's just like Swedish Match or Utköp or Consolidering in the bransch but it's just like Tobacco and Swedish Match for 20-25 years ago it was no one who had them but when you look back it was one of the best performing stocks of Boom X just because of that people underscattar the effect over time but always looking at it's a billy I think that the company is a little in the same now it's a skill Evo is just a little bit and has another income than Axe so it will always be a a little bit but I think that the company is a big I think it will look like it it will be very interesting than five years if this has been or will this be a hate sector?

18:06I think that they always will have regulatory risks. They will always try to get a tjuvnyp of the state. It's no one who stands for their side. It's so bad on casino-comers. It's a good thing. Same thing with tobacco companies. It's always been so. And it's just that you can live with. Man can't even gnalla so much about it for no one will take the fight And it was someone who had a theory I have to say if it's even on the fact that crypto has gone down 20 % and then would like to have gone down 20 % if you have a lot of crypto casino or do you play with your dollar so you can then move to crypto or not Is it not stable coins they play with on crypto casino?

18:52How does it work? I have no crypto casino So it's many theories there I think it's a big deal. I think it's a big deal. When you buy a stablecoin, it doesn't play a big deal. Many smart people have gone in here in the Alistia, so I follow it with a big interest. Then we have a jury. You've gone long for the first time and the first time. Welcome to the airmen. You can see how easy it is when you play with the first time. I think that inflation in the morning was really good.

19:30positive for Trump administration in all of the way in the way that Fed can be able to to get rid of the money and then you see if the number of numbers came the first thing came was that all of these were saying that data is wrong and so often when all have a problem so it's data that they have a problem but yeah it was in government chat down here under the last so what they did was it was a lot of antagam on inflation from the Fed. If you were hoping to in a certain way on some products and services, then you were hoping to over the October, but you just continued from September - and then you were hoping to from November to November.

20:11Then you were hoping to all this can be missed, but we have said in the pod that the statistics will probably be stuck in the fall until March or February before it started to stabilize and get to it. If you can't win them, confuse them. Precis. I listened to an interview with Besant today.

20:35Man får say that with the tulles have not affected inflation so that they thought. He mentioned a study from MIT that I haven't read. I tried to go a little bit fast. But it was interesting that the dollar actually doesn't lead to inflation. Alltså a long-term inflation. Which is quite logical. It will be inflation maybe one quarter before and then it will not be. So it was interesting. But that's what we're going to do in our summering episode. Yes! And then we can just mention that trend continues in the mall. Miners, silver, gold. It's like the market is very tun there. I don't know if it's a tetter in the or what it is, but every day when you wake up so you're just going to go up.

21:19We had a short dip, but no one can reverse this infill new year. You're in those things. The company is still low. It's hard to sell. It's not a lot of sales. It's maybe not a lot of sales. It's also possible for how much of the year we are. That's how much silver is going down. My silver is going down now. After the question goes up. Guld is for a dyrt. I'm a very good silver smicke now. And then I think it's shorts in the market also. I think it's hedge fund or so that they're going to be removed. What happened with the J.P. Morgan? Did they not have to be able to do that they've held down gold, silver, in 10 years?

22:02Yeah, it's been a lot of conspiracy theories. I haven't seen it yet. It hasn't happened in any case. And it's not happening in any case. I think it's going to be It's probably a lot of short. And when shortens are going to stend to the market, it's not like a good market. And so we see both gold and silver to the high-to-high-to-high-to-high-to-high. And it's probably a lot of short. It's probably a lot of people who have started to take in this in the portfolio. For now. It's time now, think people. It's time now, after the year. And so we'll see what happens in January. today, if it's a price, it's probably not like a problem when it's already started.

22:47It's just something weird. The December has gone. Platinum goes up. Uran starts to go up. It's just over the whole line. Something else that goes even stronger than silver? It's the Swedish gold. Seken. It's like 9 ,18.

23:08It's also interesting to follow. many of them think about a strong Sverige 2026 and it seems to be open to the Swedish in the Swedish kronor and especially that dollar tapps so when dollar is weak then the kronor is stark and glass is kallt but Trump administration and best and now it looks like they'll get a Fed-chef that's more open for discussion open for discussion and then it's not that dollar can't react stark on so that trend continues and then it's just then you can think that Sveriges with our low statsscold and all the other pump there is something in it also but I think it's also a fløde that people have set their portfolio many people have much in the USA so that people have to go home.

24:12Yeah, but global fonder and all the most USA-innehage has had a strong motvind there can you say. On the value. Yeah, on the value. Exactly. So it's probably more different reasons. Yeah. Cool for us. Cool for us that we can get some of the little bit of foreign foreign foreign foreign foreign It was just Thai Button that I talked about for the week. The record had a record here. So it's not easy to be. Yeah, but we do it as a conclusion. We should talk a little about EOTELSAT. What had you EOTELSAT? We asked what we do. I don't do anything. I sit on them. For me it's a 2026 case. I think in many cases it's a lot of filters because it's a overhang of a lot of things.

25:04I this emission was 20 million extra In this emission That could be a Alltså overteckning Alltså without It's like the whole On the middags And then it's always All the way up on the middags So there are some Some of the sales And it has been The 20 million of the But now when I look at The amount of the amount of So maybe they have Omsated Now It's a new year It's a new year If you look at What they have Omsated every day Since the amount of The amount of The amount of So maybe They are Omsated And then I can understand that there are no institutions that are not going to increase now the last days of the year.

25:41That's where you take it in January. When they've realized that all of the US-usages are going to... I have a hard time to see that all of the big companies are with and everything... Okay, they're going to go in with these things, but they're not going to put orders. No. No, it's not really so. I don't see it. I don't know that. I think it will be options. And they are in IRIS -訳nnied. That sympas in We will consider it a trillion dollars. etc. But on the topic SpaceX IPO we talked about next year the number of the number of the number of the number of dollars we talked about 800 billion dollars now we talked about a trillion the number of the number of dollars goes up and up we saw Rocket Labs in the USA it was full of bananas on an order they got so I mean if SpaceX lists it will be HC-ringed so it's just we're on it, we're on the we're on the fill or kill I'll say that fillen, it's the small company that's going to be able to do it if you've had a little bit of a new so they'll continue to do it in the jul-mellandagina killen, it's not that I've sat on the desk when Örstedt came to the end, it's been a little bad with Interdas winster here, it's the that can be the best of the when you're first on a real chaos but fillen is the I'm going to watch the I'm going to watch it It's been a good one And then Kill, it's a fill Kill it's a tell I thought that it would be a tell Stop here, it's been a 80 Over 2 But it can go fast It's a little bit So it's going to get a little Leo satellite order Then we want to thank Finn Vare Media and our Klippare som gör ett jättejobb Och sen har vi en ägeriskelemmer Och jag äger EU-telsat Av det vi har pratat om idag Jag äger EU-telsat Och Alla EU -äger Det var nog de två vi pratade om Yes Så nu Tackar vi för de vanliga avsnitten för året Så kommer lite specialavsnitt Frågaavsnitt nästa vecka Dagen innan nyårsafton Och sen kommer en årskrönika Och en framåtblickande of the episode.

28:15God jul!

28:27We're going to have a good time. We're going to have a party.