Avsnitt 587 - Robotarna tar över

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.

0:28Transcription by CastingWords

0:45So it's just a way to a survey. How do you feel? Yeah, something like that. Yeah, 30 juni. It can be Mirakelernas Day. Or I've played in Sweden after straffa 20 times with pengarna. How do I get it? With the tanque of Holland and Tyskland. Yeah, it's a little bit of a VM. It would have been good for the company. After the sjuka bets. The only thing you saw in the week was that all had bett. Messi skulle göra två mål Holland skulle göra två mål och någon annan så vann man typ 100 gånger pengarna Men det gjorde vi inte, hur har veckan varit annars börsmässigt då? Bra! Jag sitter och följer Biotekåsen och så sitter jag och våndas över EU-Telsat-Basen så vi ska prata lite EU-Telsat idag och Biotekås Någon som hörde av sig att vi inte har pratat om det och min känsla som bara äger en liten skvätt är att du har nämnt varenda avsnitt de senaste 6 månaderna Ja, exakt Oavsett om det har gått upp eller ner Men nu får du stå till svars, varför pratar du inte om det?

1:46Jag nämnde inte förra avsnittet Men jag tänkte att folk har fått skavsår i öronen Så vi kan prata om det nu Men det är lite intressant nu med kvartalsskift och sånt Det är mycket flöden som har varit i rimdsektorn det här kvartalet Fram och tillbaka Ja, sen har vi budfest Det har vi pratat om innan, det får vi väl fortsätta med Vi hade Humana och We were wine Och sen var det lite Snack eller böter här i sintbudet Also, we have to go up I've seen a little bit on robot The company, humanoid robot That's what I thought It didn't really get so hot We'll see what it's going on there And then it's like you talked about a little biotech We have a little Iran in the USA 4th July, we'll be able to get it I have a hamburger I'll probably get it on a hamburger Go to Fridays, check on a hamburger I don't know if you've got it in the agenda I don't know if you want to Is it that he's going to be a big day Stora days, so I think it's all time high till Tiss på fredag.

2:43Ja, det är ju på lördag. Är det stängt på fredag? Ja, det är stängt på fredag. Men jag stängde mina korta förra veckan så jag tänkte att det ska haças inför fjärde i juli. Ja, man kan väl säga att det här är väl den lugnaste veckan nästan på hela året. Nu är alla på semester nästa vecka och veckan efter drar ju rapporterna igång. De kör ju typ bara en vecka. Så nu är det ju verkligen when you're waiting for something to happen. So if you're planning right, you're going to be ledig this week and then work on the report. I'm going to go to the next week. Exactly. I'm not ledig, but... You'll be able to go to the solkust and drink.

3:27And in the end of the episode we have an interview with Savers VD Daniel where we talk about some of the functions, AI, how you see it in the future and how you can use it Inom finansiella verktyg Mycket spännande Ja, men vi kör igång då

3:48Vi är sponsrade av Robomarkets Och vad är bättre När det är dött på den svenska börsen Än att titta ut både i Europa Och USA Precis, det händer ju väldigt mycket Framförallt i USA Det är IPO-er och det händer allt möjligt Och det är SPACs and you can cut things and long things and then it's perfect to have access to a Robomarkets-konto. Yes, exactly. You have both dollar and euro-konto on your ISK if you want to go long. And you have also very good shorting opportunities in the most of the current akties. There are still very much talking about SpaceX for example. The one can handle from the long side with your ISK in dollar via Robomarkets.

4:35Man kan ju lyssna in deras pod De har ju även den här 4 minuter till Wall Street Som är en jättebra recap Om vad som har hänt Och vad som man kan ha ögonen på inför US Open Vill man prova mitt Thailandsliv Då kan man liksom bara handla i USA Så att man ligger på playan hela dagen Och sen så öppnar det ju 15.30 Det är ungefär så jag brukar leva i Thailand Ja exakt, jag som handlar mycket i USA Det blir mycket så Och har man inte satt upp konto Och man kanske vill pro-trada lite i sommar then you just have to ask Max and Simon if you have any questions so it's super-snap to set up a company. Stort tack Road Market!

5:08But remember, investering in your risk and it's not safe that you're going to get back your capital.

5:19Every day you go in so it comes a bid. Not in my company. Or in a way, if you buy very many companies then you get a bid. I usually get a negative premio. But we had Today was a bud in Inohelf I think it was 30 kronor Bud was 20 euro 56 % premium Grattis to them And We were Wine was a bud Some are a wine distributor And like I haven't looked at the market so much But it was also a bud here Was lägre than IPO And it was how the company bought out It's like it's a little bit of so It was it we had in Sint There was Today's news that They had taken with VD 'en, which is the store And Bud consortium VD 'en and another Styrer was with And there was a little Klagomol, then they thought, it's not so much They went through it and said, we accept Buds' instead, so they joined us And now today Disciplinemnden and gave them 100 million kronor in a I don't know if they were more tagged on the budget or less tagged.

6:32The kurses actually went up here on the afternoon. It may be a little incitement. They got in a little bit, what I've seen. And then the question is what it's going to be here. Many have thought about a high-end. There has not come any high-end. So, yeah. If you've got 100 million in the budget, then it feels like it's been a better price. So, it's like a better price. Many who owned the case thought that the report that came the same day as you were doing was pretty premium. The price had still gone up 20%. So it was just about to go around here. The company also came in very high. They buy out a low price versus IPO and like that.

7:16I've not really seen any comments from Bud Consortium. Man should probably be able to super overplay if they get 100 million. Frågan är om de blir mer potcommit So that was it there Then had you a wine Are you a wine? Three apes? Or what do you think? Gosa? Or what do you say? Boxa there hemma? I don't have any best They sell it on the internet Have I understood right? And to system And to system I don't know I don't know I don't know I don't know I don't know I don't know I go and buy I don't know I don't know I don't know But many people Think that this It's the same as with Sint there. Are it like how the capital group should have been a big deal that has been sold out here.

8:01The capital group has gone piss and then they have to buy it. I think it was in Sint that you had Samsung Rock or if it was in Sleep Cycle. But that it comes in people and hedge funder and they buy 5 % and they buy block. It's a little bit of time. You have to buy it. You hope to get in and then you see what happens. Yeah, and it happens in the mind because they have gone bad. Yeah, but exactly. There have been very bad. And in Humanas case, it was Ambea who made a bid with a cash and a little cash. I had to handle this from Thailand and they had to pay their personal assistance. It was around 2017-2018.

8:42Then they came back to the state where they were over-plagged. And now it was over 60 kronor. So it was a fantastic resa in the whole of the the well-fairsector academia and school have also gone well it has been a lot of work now about work and much more about school about school about school and in the world it's a kind of roll-up it's like on the way and we're just older and older so these have really gone well in the tyst so all credit to the ones that have been long it was this bud it was it was it was that all were nöjda med. Det var även en snygg deal där av Huvägan som hade sagt att de inte ville ha den här personliga assistansdelen.

9:26Den skulle säljas men om du inte hittar någon köpare så köper Implio Huvägan i Humana då upp det här bolaget. Så Ambea vill mer åt äldre vården och äldre boende och sånt. Ja, vad finns det framåt då? Det är väl liksom hitta bolag då som antingen haft någon stor säljare, gått dåligt men ändå har någon stark ägare eller så känns det fortfarande som att P-bolagen har mycket pengar på fickan där. Ja, inom vissa saker. De vill ju åt bra kassaflöden. Och det är väl det man får leta efter. Ja, jag pratade med en aktör som jobbade med onoterat och han sa att gjorde du vinst nu? Det var liksom omsättning för fem år sedan.

10:07De var nedringda. Det finns väl väldigt många, jag har träffat flera nu som en person som drev familjeföretag och det är väl också det vanligaste. generation, he was older and he is a new thing of these series. And it's like a industry company, there are many such series. Or the other mjukvary series. And they also want to do vins. Then you can plug and play this. Exactly. There is not really like that we are on the market. There is more of a company that maybe is exactly right to go around. It's not the hype of the company that for bud. Nej, utan det är väl de som har lite lönsamhet i sig. Man vill ju säga en massa smarta bolag här, men jag kan liksom inte riktigt komma på något.

10:56Nej, det var ett tag som man tittade på i Small Cap. Du tittade ju där idag, men jag vet inte. Svårt att säga om jag har något sånt där som kan vara nästa. Nej, det är väl det. I iGaming-sektorn så känns det som att det alltid är... There is a whole time. To the left. We'll see. If we go over to your own room, it was a bud in the room. Igual. Rocket Lab, which has been very hot, has been a brand of other companies. It got a little bit of a small part on ETSAT, a little bit of a small part on OVSON. But if you look at all the room, it has been a catastrophic development. two weeks before SpaceX IPO and then on the way and SpaceX has been some form of liquiditets dada for rest of the company and then I think it was a little all the way to go in because now it's going to be a head and then everything went out and it became a total who will buy those stocks when all the way out and when you look at the rim-ETF so you see that it's outflow every day it's because you can see companies like Ofson or Hotel Sat or other companies go down 19 or 20 days.

12:14It's not a normal move. Then it's a form of a mega-flöde where it's not fixed. So you've noticed that both when it goes up and down it's very... It's a lot of million dollars but it's very thin at both sides. Fransmen are not so snabba on the ball. You've noticed when it comes new things. It's a little time. It takes time, it's the big time. My case is up 35 % on a year. Then it was up much more around SpaceX IPO and then it came down again. I wish I had to have soled a little bit there. Yeah, of course, that was smart. I didn't do that. But I still think that case is intact. Alltså, tesen om att Europa ska ha en egen champion inom det här.

13:08Alltså, Leo-satelliter och sånt. Och jag vet att folk skriver att det finns andra, etc. Det finns något som heter spektrumrättigheter också. Och där är liksom Starlink, Utelsat och sen några asiatiska spelare som liksom har de flest rättigheter i spektrumet. Det funkar inte så att man bara kan skjuta upp satelliter och så kör vi. You have to have rights on what's called spectrum or bandbred. I was born another new one. You have to use it if you use it. I saw you also the new one in SpaceX. At Comcast or any of these. At the end of the day. At the end of the day. At the end of the day. Roaming or a competition for the operators.

13:55So the American operators went well. It was very difficult to call it. For SpaceX, that you could call it. Just it. Or it's satellite or more. Yeah, exactly. And here it's a company that helps Europe with. And it's not something that I do have to do with. No. But they have terminal and markstation. So this is more of a kritical infrastructure. And militarily and state. That you don't want to put on such operators. No. And then I think that people talk about ISIS-program. IT-programmet som att vi får se om det kommer några pengar från ISIS, om EU-Telsat verkligen får några uppdrag därifrån. From ISIS, det låter...

14:34Iris skulle jag kalla det. Ja, Iris-programmet, sorry. Iris-programmet 2. Och där tror jag folk har missförstått lite hur det programmet är uppbyggt. Alltså, EU-Telsat är Iris-programmet. De är teknisk leader, det är de som bestämmer vilka som ska vara med i Iris-programmet. Så de står för typ Alltech. Spanska Hispat står för det som sker på marken. so it's a lot of different theories but above all if you look at the value of the value of the value I understand also that they have a capital cap x they should be able to get out their satellite, they come to 2030 with new Leo satellite and it costs money but it costs money for all it's not a company that's not a cap x and EUTELSAT har franska staten i ryggen.

15:28Franska staten har bestämt att Eutelsat ska vara deras vehicle, hur de satsar på det här. Samma sak med Storbritannien som också är ägare. Hur ser det ut i de andra så kallade konkurrenterna? Det finns inga konkurrenter. Konkurrenterna är SpaceX. Då är frågan om Europa verkligen kommer vilja sitta i händerna på det. Sen bara titta på spektrumrättigheterna. Kolla på Echo Star i USA. För tio år sedan sålde de sina spektrumrättigheter till Starlink. And today in the entire world of the SpaceX-actions they got. Okay, I'm going to know SpaceX, so I'm going to be able to do it. But just the spectrum-righted, I think the market has not really understood.

16:06They're not even with the balance of the book. It's troughed there up. I know that they're not going to be in the end, but not when it comes to Leo-satelliter and Bandredden. So I think that this is going to be a mark. Mark Twin. It's not a market with Mark And it's also a market And it's also a market that will be I think it will be like It's just like that That it's like that That the state drives it for That it's a billy Because you can make new emissions And you can get a little of the private market And you can also But like for the other So it's just a SaaS You can do some things Up and down Up and down Up and down But I think that The whole space economy Is in the wind And a third theory is that many of the companies who have owned SpaceX, the investment bankers have been able to give them a cork where they have negative exponents against the sector.

17:05If SpaceX would go down a lot, then the other companies would go down. And many of them have bought these corks with negative positions in Etesat and all the other. Yeah, but look at Ecostar, for example, that's a SpaceX-actional. The company is like, the company is under the world on their SpaceX-actional. For that, the company was a vehicle in the IPO to be long SpaceX. And then when SpaceX came to the market, then they were selling them. And I think that could have happened a little over the top of the rim. But now, many rims have come down. And then I think it's a little interesting if you can find something.

17:42I'm looking after asymmetry. And there I think that asymmetry is in hotels. So that It's very much capex for all these companies but they have a state of the world and French pensions. Exactly. We'll go on to a little robot. It was a SPAC for the week. CCXI. I'll just add it. It's why I don't order and order that they have a ship that uses their satellite. It's not relevant. I have a bigger take that the sector should be improved. Yes. But then it was a SPAC called CXI which was called the company of Agility Robotics which became one of the end public pure play humanoid robot companies, all the robot that works in fabriker.

18:39This is worth 2 ,5 billion dollars. dollar och enligt de här då så har de Amazon, Toyota, Schaeffler Mercado Libre som kunder och partners de har 65 000 operationstimmar och över 300 miljoner dollar i orders. Jag kollade på den här aktien då stod den, då gick den startet på 10, då handlades den i 12 efter det här beskedet stod på bid och sådär lyckades inte få in och sen över helgen här så gick Serenity in i den här aktien så nu handlar den i 17 så nu är jag mest bitter but I think it can be an interesting play to look at when it comes to the end if it happens to be a SPAC and it will hold on to back it has potential to become a play and here we have even Hexagon in Sweden which has no credit for its Ion they have also a humanid robot which I think they should use in fabriker and like that this was one of the big themes before 2006 but it doesn't really feel like we got the robot that they thought it's the X-peng and the bil market It's probably also a big robot.

19:41It's like Kina is really in the front. Yeah, exactly. It's a IPO called Unitree in the USA. It's also a robot company. And it was that Nvidia launched a platform for robot. Just it, it's called Grott. Grott, it's many. Yeah, exactly. But this is G-R-O-O-T. And it's a robot-satsing with humanider. And it was that that got all things to go. It's a little like when, what's it called? Quantator-bolagen that they were before. When Nvidia talked about Qvant, they started to go there on the in the in the in the in the in the in. Yeah. For, what's it, two years ago. It was when I bought IonQ and these So It's why it's interesting to look at The robotics company We both looked at the spec And we thought we had a little bit near 10 Some then a golf Fram till the rest of the game But then came Serenity and started it So I didn't know I had to tweet about it and then So now you sit on the left And you can see other things And some other players Or that it might come a little bit of a need How many people are 13 years old?

21:06Yeah, exactly. And the reason is that if you want to be a little conservative and still have a lot of exposure to this so there are a lot of companies that deliver to... If this is something, all human-yoboters. It depends on when. We don't have a lot of people's factory. Mycket will not be taken over by roboters. It's true. Yes, some time. And then it's interesting. You can find a number of operators to this. It will be a lot of humanoid robots If it gets off And now it's a lot of time But you can find Lonesome companies That have a lot of Exponering If it's going to be a million Tals humanoid robots That work That will be a lot of So you can look at there For example Have you a name on something My spontane tank Is that Texas Instruments They do a lot of chips and all that.

22:06Infineon borde gynnas. Now all of these have gone from other reasons. And it's half-fledar-haws. But all of these LiDAR - companies, all of them that use LiDAR, for that they should be able to move on. Nvidia has already started. Nvidia should probably find a new ben here now. When AI dies out, then they should use their chips to use all robots instead. I have a list of companies that would be able to sell for a year ago about companies that would be able to sell them if it really slår and it would actually start to produce. It's of course, I mentioned Texas Instrument, but it's Microchip, OnSemiconductor, RegalRex Nord, RRX, they do motor and ställdon, which must be muskler in such a robot.

23:02and then the GXO Logistics they are actually a humanoid robot that I think Amazon has used on their lager and so it was a year ago they showed up the film on it GXO heter it and then so of course Tesla Amen it's one of their big holes it doesn't feel like Optimus it doesn't really but if it's someone who has been poster boy for the bransch or the idea so it's Tesla. You can set in a self-care car so it looks like a chauffeur. It's a lot of these things. All these things have gone on half-leadahs. But if you have a question, if they come down then you can look at just that. But above all you can look at that sales will come on for then you know that it will be produced.

23:54So there we can see. There you can look at the spec and the unit tree. and they are 100 times, 200 times revenue and so on. And it's cool. And you can play with us and play with us so soon. Yeah, and I think that once in the 12 months will the American investor find out Hexagon. And then it's just a question how it goes with their robots. If we go to biotech-hosen, it has also been a number of other questions. It's like Etesat and biotech-hose. Now you've got right here. We'll be able to do a half-year-old snart om några avsnitt. Då såg jag att Abceller var upp 132 procent. Grattade åt det vid årsskiftet.

24:33Men är det AI som äts in eller är det alla bud? Vad tar du med dig härifrån? Just nu är det lite tidigt att säga. Jag har kollat att det ska komma en biotech-bubbla, men vi får se om det gör det. Det har varit misär i den här sektorn efter covid länge. Att det ska komma en bubbla. Att vi är i en tidig fas av det. Nu är vi i juni. Juni-juli är biotech-säsong varje år. Det är starkt varje år. Titta på Abselleröra där den har gått i juni-juli varje år. Den gör ju typ 100 % varje juni. Just i Abselleras fall så är det de kommer med data i höst på sitt preparat som är mot värmevallningar. Så jag tycker det ska bli intressant att se om den här styrkan i sektorn four legs.

25:25Alltså att den fortsätter efter juni, juli, klart. För än så länge så kan det vara bara den här säsongsmässiga styrkan. Och varför den styrkan kommer varje år är för att det är många konferenser, många studier som har avslutats här på våren och så kommer mycket data inför sommaren. Så det händer väldigt mycket i branschen. Och när det kommer data så brukar även affärerna komma. It's a forbear. We saw it already in April. We bought LA & Lilly. Three companies in the week. Yes, exactly. And it's a big gap that's around. All's see potential. It's a big deal. But the reason I think it can continue to be because the sector has been doing it for several years after Covid.

26:19And this has been 100 times. Covid has become a capital-indiculation in the industry. Mycket red tape Svann Och jag tror att nu börjar vi komma in Att vi ser frukterna av det Och AI såklart Alltså om AI håller det som Nu AI lovar ju typ Att vi ska få fram läkemedel Mot allt Men jag tänker mig Du har ju alla en PhD i fickan så det är klart det måste bli så Ja exakt Men jag tänker mer bara att det räcker med Om AI kan snabba på Processerna så att vi går från 10 år och tar fram ett läkemedel till 7 % and increase hit ratio from 10 % to 5 % so if you want to be a option that the time goes up and that the time goes down and that the cost of the time goes down, it's not like that to be a good time then the whole branch will be a higher for the more, it's more, it's more and it's more, it's more, so as a option to be a better so should the value go up now it's a while before we see that it that it's a better Men jag tror ju att vi kommer se en ökad hit ratio Och att det inte är lika dyrt att ta fram Och därför letar jag hela tiden efter nya intressanta case Ja men jag håller med Och det känns nästan som att man måste vidga sig här från Jag äger väl något svenskt och sådär Men det känns som att USA, de är bättre på hype och få värdering and then you can find a company that has something that has something that has some have some cash flow that doesn't handle so long from cash that has a pipeline and so on, instead of finding a one, one one, one, so have a company that has more structure and more styrfart so that you can manage it for biotech is just binaring often is it zero or very much bets it is It's what it's about.

28:15And if you can manage the nedsides through trying to keep on risk-sciating as I mentioned, if you can find something that has already been called for a little kassaflöden, it's easier to get capital, so you can manage the nedsides and if you can just do it, then I think that the upside will be itself. It's also about how you trade. If you're a company that you believe in I biotech-sfären Säg att det går 100 % Om du tar hem pengar från bordet Säg att du säljer hälften Då spelar du med husets pengar Inom situationstecken Men då har du manangerat din e-sida i portföljen i stort Så man måste ha ett portföljtänk Lite tvärtom Annars kan man satsa på vinnare I aktier Och öka när det går upp Det är svårt att momentum-trada biotech-aktier När det kan komma en nyhet som förstör allting so I do it at all so that I take home the money from the board and try to get rid of it with a less position so that you get more more than a more symmetry yeah, cool if we go to the oil Iran index and so the oil comes in very much in Sweden so we will get the most of the most of the bensin in Europe then we don't get inflation to get out of it I can say that it can be a little A little A little When it's been a percentile No, but It has gone down in 100 years And now ECB has been It seems like they are out to drive It came in a little low If they have acted before Now has the oil gone from 100 To 70 dollars It should still be a little Tryck down on inflation or inflationen.

30:10What are you saying? All of you say, your 4th July, your spending index? Iran and Russia started to break a little bit in the helgen and then it was going to open to that the price of the price of the price of the price. It feels like the stigen they go on is a form of deal. I think that the USA will see the Iran's oil on the world and sell it in dollars. lite som venezuelansk olja också nu är för att i den stora grand picture så handlar det mycket om dollarn och USAs tillgång till kapital och om oljan om världens de blir världens bensinstation men framförallt om olja handlas i dollar så måste köparna av olja sitta på dollar vilket indirekt betyder att de kommer köpa treasuries för att de kommer inte bara have dollar, but then you have US$ under the time.

31:09And like so, the who sell the oil will be with dollar. So you'll get a flow of dollar which makes dollar still with the value of this. It's the big picture. If you like Venezuela, there are the old Maha Energy that became Maha Capital, which I think is Keo Capital now. They have bought a Brazilian fintech company, but they have also a right to to a large field in Venezuela and there was Financial Times and said that the part of the company would be a big company with a US company so it could be a new coin shares play there but there I think if they play it right it would be worth a billion dollars so if they play it right so they can have a dull togång that Keo which is huge which they bought long before Trump decided to become the best pool of Venezuela So it was a high risk play That could be a jackpot For Iran there is a lot of incitament To make a deal To sell oil on the market Without sanctions Innan they have solled Rabatterated to Kina So if the market Come out on the market So it is a lot of incitament In form of money For Iran To deal with And now it's what Putin is doing With his oil What's that?

32:37With his oil Yeah, exactly Ukraine smashes new raffineries every day For the week was the first time that Ryssland was forced to import bensin So, I don't know Tumskruvarna draws a little over all And the USA Has control over the energy In the energy In the world And it's a good a good, strong work to have for China, which is energy - and beroende. OMX prints it out, at all time high, at all the time, very long. Small companies go bad, so it's still very spreadable, depending on what you're buying. You're not a or you're not a short index. We have a half - and a quarter - here. I heard that my share Octave should go out today.

33:26So it I hope it's bottom there. Annars känns det som att lite flöden kan vända runt här och det blir lite intressanta holdingsuppdateringar. Ja, verkligen. Ja, jag tror ju att... Sievers ägarlista vill man ju kolla in. Ja, exakt. Jag stängde mina korta förra veckan. Börsen var ner. För jag kortade igen här för två veckor sedan. Jag vet inte om jag hade nämnt det. Börsen kom ner, det blev en vinst. Tog den. for I felt that inför 4th July it will be to be a house and it was just about it and inför kvartalssifflet also Yeah, if I will end with a little spaning about how sjukt it can be on summerborsen so there is a company called Farmalundensis which I don't really have followed but if I understood right so they would have to have a lot of from Spotlight the company is in five hours it's just nothing left Then they will do a foretragse-emission.

34:28Do you want to go up or down? No. The course is in five hours. Then they will do that we will finance the company's business. And we have decided to set the course. The foretragse means that now is the actual market. You can write it to a new actor. Then it will be a hefty. Here we have a foretragse. The course is in five hours. We will do it on three kronor. What is it? 6 000 percent up. So now began the value of the world's value with the new emission, and then came the price 2000%. So today's the price of 1 krona. Warning to all of these who have been handling this, this is just crazy. But it's a bit like this is what works on the sommar-burs.