Avsnitt 595 - Casemaraton

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. I'll see you next time.

0:45It's good that it comes in some smart thoughts so that I can't afford to do with a lot of dumb things. It was a little X-peng igår. It came a nice robot-newed. Then it came a report. It's not easy to do it on the market if you're on a lot of liquid. No, exactly. It's just a little over all. They just scream to them. Here, here is a bad case. Come to me. So now we'll see if you have sent in some of them. We're going to try to go and read up the number of them that have sent in. and then we come with a fill or kill on case. Often you're a lot less than the one you've sent in. So just for that we say kill so it's because we don't understand or that we're snabbfotade or that we don't have a smart AI.

1:31It's the tank that we say fill or kill. Yes! And then at the end of the end of the end of the end and a little gold and crypto is it full action. and then even the modern came with a big new and then it became from Porsche-Ryd so it became Tegnell here with a biotech-ansvar in various sjukdoms and like exactly but biotech goes from clarity to clarity so that's not a new that's not a bad thing for the sector in the big No

2:06and we're sponsored of Robomarkets and what you've looked at What have you done in the last week? Oljan, rentor, index, gold. All that you have on. So in the USA you have a lot more gold companies. It's not the small we have in Sweden. They can be used to use very easily. You have oil companies, you have a lot of ETFs, the American ETFs that are very famous. So they have a very large amount of volume. They can be used to use both long and short. and if you want to buy something then you can do it via your ISK in dollar and slip away from the dollar. Exactly. And it's very good. It's very good.

2:49And then you can have a lot of money. There you can have a lot of money. And then you can have a lot of money. So if you don't have a drop-on market, then you can have it. You can even connect tradingview to your drop-on market. And then you can get a better view of what's happening in the world. You can have a lot of different things You can try to kodate a little You can test strategies It's a very good system And now when it's been a little bit Then it's perfect to look at a graph Or to kodate a little It's still a bit of a burs And if you want to hang with Even if you're on Playance You can listen to their pod That's coming before the opening 4 minutes to Wall Street Stort tack Robomarket But come back Investing in your risk It's not that you will get back your invest in capital.

3:43We start with the case. If we start with this podcast. The first case is called Uipath. You've seen a little bit on this company. It was fun when we got in the email. I've seen it on the podcast. And it's the thing I'm thinking about. If you're sitting on a million dollars, it's a million different things. Alla can go up in the morning or they don't do it. Why do I just this little company or this big company? It's just a little bit of a chance. And then you just need to play down cash in the best case. Either short or long-term or what you see. And here it's been... This has gone down much on long-term.

4:29Bought it? All-time low. They do a opposite of agentic AI. It looksag Explorer. You can explain more. Bolaget was Funds for a couple of years ago. bit of a recent pouvait have lost the and then combined has just changed and Insiders have worked

4:52Nじゃxton I said we 그게 from a from a to a other and thenECS finish finish the VD and the Grunnan are back. And then the Aktien has had a kraft-gång between 10 and 20 dollars in some years. And it was that they were asking me, they were doing mjukvarrerobot. They were doing it. They were still in the way, but it started to get in the way they called Gentic AI. Alltså AI-agenter that does work. In the way they were robot. And for that To be able to analyze Strukturier data The robot and agent Fattar their own results Complex work Yeah They can be able to Automated many Manuela things Yeah But he has So he has put up It's not a bit It's not a bit No No Active to the market When the market When the market When the market I saw that The market was up 40 % The last few months but it's not that the MEN has died on the AI-Cloud-oron that all these companies are working with like companies that they think that Cloud should take over.

6:04Yes, not just that. Microsoft has been in Co-Pilot. There are others who do this. I have reacted to that you have been doing it. It was hype on the market and then it went down. It has been a little bit of a investor that has been in and out. the last week I saw that Point72 is a little bit Coteau is a very good I'm a very good I'm a very good I'm not sure but I'm a very good I'm a very good I'm a very good position but I wonder if this isn't as a bevacningspossar that they're going to see if this can take part for the interesting or the gamla surdeg it can be it also but it's not like it when I looked It was not so long since they had to buy a little.

6:53If you have long pitches, we will have a little bit more. Some have sent in a ticker. Then we will have more swamla fritt. Exactly. Then it's a big deal. It's a British investment company. They have done good and bad. They have a long deal under their own. They have no trust for the market. But as Nicholas says, they have a low. time low. Vissa ligger de gått 40 % nu men de är ju ner 77 % eller 80 % från IPO 'n. Men de växer ju fortfarande. Och det man vill se är att de växer agentic AI-grejen och kan behålla marginalerna där. De har en stor kassa. De gör återköp. De är lönsamma. Och framförallt tycker jag väl i de senaste rapporten att lönsamheten ser ut att vara hyfsat and then they rapporterar 3rd September so it will be a fill for you or?

7:55when he has managed to get a company you have to get a fill we have to do a fill we have to do with a fill so we follow up after the report 3rd September I saw even that he wrote that he had high blankingsgrad I saw that Klarna was also 20 % of float it känns like in Sweden it's like if you have a blanking it's like 10 % in the USA it's like it's very much which is extremely blank. Yes, absolutely. But it's so many more strategies that are out of the USA. But just also, I think that the last he mentioned was that it was like a legacy of SaaS-based companies. And what I think is the interesting thing that can do that is a little asymmetry in the case, which is something I love.

8:41I have no SaaS-based companies and I've never been there and been there and been there or been there trots den SAS-döden som har varit. Det som blir intressant där är att tänk om det är, skulle bli så att det är ett att de råkar ut för SAS-döden men blir ett AI-bolag som är AI-touchen. Då kan det ju bli det är där jag ser att det kan bli en catch-up-effekt. Så man ska väl följa bolaget och se om deras Argentic AI-del det är den som är intressant and it's the one you can build a story of in the market and it's there I lockas yes, we'll hop on to the next we'll be a little short on every company then it's Freya EID which is E-legitimation instead of BankID here is caset, identitetsmotor in the new market you've looked at the company I've been long with this company I think I actually own a little bit I own a little bit I don't know.

9:45I see a lot of... I don't know. I don't know. The big thing is... The big thing is... The big thing is that you can see it. It's a bit of a... My dear ATG has just started with bank-ID-inlogging. They just got back to the back. So it's just when you want to play on a couple of things. What happens if bank-ID is going to be nere? You can't play on V75 or V80. Alla sites have it. But they are the secondary. I don't know who uses it. I saw that Nordnet had, if you wanted to be inlogged longer, just to work with free ID. So they had to get the chance to get it. But it didn't go with BankID. I feel like this doesn't really lift.

10:28It lifts a little for month for month. But it doesn't really come over the this column. I don't know if it's a time aspect or if it's a real world. or what they're going to do for that they're going to lift here we talk about Freya and Terracom next step and it's a state of the act little, low price, it's a stable, up to the end of the case what say you? it's the same story that I saw 2021 and 2022 and bought it on it's almost a kill here because it has never been executed Story is lätt att köpa och med cybersecurity och hackningar blir bara större och mer så som geopolitiken ut så kommer det bara bli värre och hela grejen är ju att bank-ID fantastiskt blir det hackat så blir det väldigt sårbart så man måste liksom ha en till spelare och där ser du you got in on the forksakrinskassan for example and all the other apotheker or 1177 I think all the stat of my must have two different two different and then the question the difficult for free ID has been that they didn't really have been able to pay for you can't pay for an antal or inlogging it's a difficult model BankID har ju lite andra förutsättningar där.

12:09De äger ju av alla bankerna tillsammans. Jag säger att den är upp 50 % på ett år så det verkar i alla fall ha lossnat lite här story-mässigt. Ja, man köper ju hela grejen. Och sen om man ska slå på tillväxt story ändå med Witch Doctor. Ja, kolla hur det ser ut i resten av Europa. Där har man ju inget BankID på det sättet. Nej, exakt. Tammen är ju brutal. And then at Lilla Föja should have been able to do it. It should be that. But it's not negative that they have staten as a kund. Forsvarsmakten is a fjärder in the hat to have. And a part of the pitch is that it would be an increase in NATO. That it would be a form of militarily legitimation.

13:01Yeah. Absolutely. Absolutely. Usually... It's not a loss for your 신 takeaways ,POTSX ini, but probably basically what you say, and then you want to get asymptomatic, and find some kunds Really good. and you lose first reduce in the business, so it's not difficult to get to pay. But on backwards I think I can't remember on a short cut LE espectro that if you want to take needs you, and other steps, some of the things that you need to do Visst borde du kunna få e-handlare också. Det är det jag menar. Det ser seriöst ut. Ja, absolut. Så det blir film från dig? Jag köper storyn. Det har ju varit samma story länge som helst.

13:50Ledtiderna är ju helt brutala. Kanske nu det kommer då. Så jag sitter och är på läktaren på den här. Men jag köper storyn. Ja. Men jag... You want to find a third? Neutral? You want to be neutral? Man will see an ordentlig trigger in the tjänst. I don't want to say that it will not happen. There are some who have heard of it. It's the potential gruv-companied Grangex. Styrmodig behandling by the person. The biggest project is Sydvaranger. Netpreced Value is 14 billion C. CapEx is 4 billion C. Market Gap is 600 million. of the angel american said that they should buy all malm what you like in this industry after maybe a bränt or something that you have seen is that you have a super stark adage, like lundin or so of viscaria which in all the time has a EQT and it's a bit of a milliard and it's almost like it's the farthest here, that regardless of how much malm you have i market I think that angel american has but it doesn't feel like they have taken it under their wings so I I think it's like I think it's like these companies I like Triggers are very good if they come with a reserve update or a certain extent it's almost like biotech you can specify it until then but the whole of this phase of the whole is often dyrare than what you think so I say kill but when the gruvas is there then it's the next phase to get a great gruv result or to have the gruvas that's been built here is already here we have a old gruva exactly and that looks good so it's more it's more it's more fun to go out to the company I mean until they are up and running Yes, then so What had we here We had TRT A.I.

16:04testare On the way to Nasdaq They Are a Burn in and Rehabilitation testing And handledare in Asien So you know that, the theme Omsettingen ökade 85 % Bolaget var marginally lönsamt Like the bolag, the strong report Air, the record Record bookings. Triggers, fortsatt ramp up i AI GPU orderna och ett starkt bokstrut. Sen ska de flytta till Nasdaq Global Market 16 september. Det här är lite över min teknikgrad. Men vi läser väl upp den som någon form av tips om man är gillar AI och GPU och liknande. Det känns som att det här är väl också lite mer åt spadarhållet. Det är väl bra. Jag har svårt om man ska kolla på kursutvecklingen men alltid så svårt att förstå är man liksom först in eller först ut här eh trio tech eh ja den är upp 280 % på ett år så det är bara att gratulera den här skribenten om han var tidig in här jag passar för det är lite jag är inte tillräckligt high, inte tillräckligt mycket KTH det finns folk som är bättre på det här än oss eh Then we got tips on Logistea, a person who is a billigest fast-the-bolag of the Börsen.

17:27NAV 17 ,8, so it's under NAV. Here we have the Ruttger-rebatten and all-time fast-the-base. We'll see if we can see the fast-the-sector so I think Logistea is an interesting alternative. You would like to see that Rutgers blockades out here. He sold it in half-post. He sells a big block. and then he goes back to the market. It's a bit different. You get out of the mail and then you go back to the market. I think Logistea is one of the more interesting fastighetsprograms. They look at it right, but the fastighetssector is very bad at the market. So there has not really happened any vending. Then we have got in the Keo Capital, which I talked a little bit about.

18:16which has a trigger in that they managed to get over a big oil supply in Venezuela for a few years ago. And now with Trump's change in Venezuela, so this has been a success. They will not be able to get a American company for a fair-refering to go with an American SPAC. I have tried to see how it goes. sent 2026 tidigt 2027 stänger den här affären NAV skriver den här personen är grovt 20 kronor och aktien handlas i 10 så det är liksom, ja man har en halv några månader bort här till en liksom stor trigger, jag gillar ändå det här caset, det känns som att lyckas han lösa Iran han vill ju fokus på att pumpa upp väldigt mycket olja här i Venezuela så det känns som att de kommer få mycket Gratis av Trump-administrationen Så ja, jag ska läsa på lite mer Jag tycker ändå är intressant case Det här Det tycker jag med Det kryllar inte av Venezuela Exponering De kommer bli renodlat Så det kanske blir ännu intressantare När de väl gjort den här noteringen i USA Då får man ett tydligt play mot Exakt så Har man tur så blir det liksom proxy på venezuela produktion.

19:39Ja. Och den här värderingen de går ihop med är ju kraftigt över mot hur marknaden prissätter. De har även en fintech-del som man kan värdera till olika saker. Den här skriventen noterar värderar här till 6 ,60. Och de har även en ganska stor kassa. CoffeeStain såg han någon skrev om. Det tycker jag är intressant. They släpper Valum 1 here on September 9. It's about perfect triggers. I think Coffee can be one of the best-to-be-to-be-to-be-to-be-to-be-to. They have quality titular. They seem to be misunderstood. It's a spin-off where everyone just breaks out their own book and doesn't understand what they're doing.

20:30Embracer, which many see as a worse company, is going better on the Börsen than what Coffee Stain is. So I'm a little suger here. They start to draw up. They have even some other releases on the way. Then, the out-deling and a coming-to-order-köp. And it's a bit of a glöm. Yeah, but we give Phil. Then we have Nordrest. Do you know what it is? Svagt. If you go to a restaurant on the Naturstoriska museet then they drifted on the other. The other, they got around 100 -$, it was up to 300 -$. Håkan Blomdahl, a fantastic investor, was a big anchor here. I think it's been a fantastic investment. They have even a part of the company that has been very successful.

21:20They have a funder who has sold a lot of money here at the end. It's the ground driven, they have done much. They have done very much right, come with many good reports. and it feels a little bit forgotten and it comes down a lot now on the end of the day when the person had this in the day you have a hard time to see sexiness and drive a lot of different restaurants but if you have it right, it's probably not a lot to scale it's not a-case and you see it i det här försvarsavtalet och den delen som en stor tillgång för det kommer växa massa, eller så blir det dåligt om försvarsmakten skulle byta mat leverantör.

22:07Man bygger väl upp, antar att det utan att läsa på så är det väl antingen till de som är ute i fält eller så bygger man väl upp någon form av reservlager med massa mat. Säkert, och det är väl som känns som en tillväxtmatch. Försvarsavtalet. Ja, men exakt. Så det tycker jag är intressant. Sen var det någon som skrev It was about coin shares. And yeah, it was fascinating. When they did the SPAC, everything went out of the sky. It didn't happen. The company didn't exist. Now they have called it a step for a return to the market. What they thought they would do. And now it's crypto very hot. So I think that coin shares is absolutely a very interesting alternative.

22:50If you want to talk about crypto, then we'll talk about crypto. In the next episode. But they are a ETF-forvaltare. And if they go crypto up, then they go their AVM up. And it's very scalable. Their cost is not up. If crypto goes up 25 % a week, then they go up not their cost. No. So much. Then we see what it was more. Synca, I think it was a little interesting. The old Westum. They sold, Conneryck sold a lot. Flowaffären slutförs, utdelning klubbas Den handlas typ i 15, de ska dela ut 13 ,50 Dels får du in de som vill ha Det kommer stå att det är direktavkastning, 80 % Eller någonting Kommer många komma in, och väl efter Utdelning så har man Konurik vid Rodret i det här nya bolaget som heter Synka då, och sen så Känns det som att det är alldeles För billigt prissatt, säger jag Men Väl efter utdelning, ta jägarnas ställning till utdelningsägarna då om de vill äga Restco.

23:53Så den här ska jag verkligen bevaka. Jag tycker det är intressant. Jag har inte sett något utdelningsdatum. Sen har vi Tokmani. Det här var väl de som köpte dollarstore. Och sen har det bara gått katastrof för dollarstore och det här förvärvet. Enligt den här personen så är caset att man har tagit in en skatt på kinesiska varor. Timo och liknande. Och det borde gynna. infördes sjunker mängder paket med över 70 % skriver skribenten. Det har jag ingen aning om om det stämmer. Men det låter ju som att många av de här geckos liknande aktörerna borde bli en stor vinnare om man inte kan köpa allt på Timo längre.

24:38Är du stor kund på Dollar Store? Nej. Men jag har inte kollat. Men man gillar ju alltid en tydlig trigger och att aktien har inte gått så bra. Both of the europris I and B It had gone super bad And Doc Mani and Dollar Store So it's not super easy With the integration And integration Then we had Flexcube Känner you to the company? The company The trade The company Yes, exactly They really got a part They have a deal with What people think Amazon The company The company The company The company About Ass Air supply and then the overarching covered the Death Dot Lumper. A fixed point about Amazone's its likely meme and it's almost recommended that and some of the is yes better within the the robot-monodicering.

25:30Innan var det väl olika vagnar som åker runt och nu är det mer som robotar som gör olika logistiklösningar. Q3, year and year, cirka 800 % omsättningstillväxt lönsamma första gången. Jag såg att i affärsvärldens analys så skulle de omsätta typ 400 miljoner nu. Så det är ändå Cred. De har byggt ett bolag från ingenstans. Absolut. Sen har jag svårt att avgöra om Amazon är en sån that testes 10 different solutions and then sparkes out 9 so that you get to the best for hope if you do pilot-sciences or if you do test a lot of different solutions but how how how how a pilot project is but if you do it and if you do it and if you do it you do it and if you do it and if you do it then it looks super interesting it's always cool with a robot case and meck.

26:27Ja, exactly. Also grundar lätt med Westkustraden. Sen har vi Turning Point Brands som många andra poddar har pratat om. Det är ju ett vitt snusbolag som är bland annat Tucker Carlsons snus och det heter ju Alp. Pure Play på vitt snus. Kommande trigger. De ska ju få ett sådant här FDA approval. PMTA approval. Ny fabrik tilläverk i USA. Jag är riktigt intresserad av den här. Jag äger ett annat vitt snusbolag. and I have a strong trust in the sector so I'm going to hold this in the market and wait for this FDA-good-to-knowledge and buy the market with risk I've learned after the Klan-rapport that you can buy it and then you get a new one and then you feel like you're doing what you say?

27:19I don't know I'm just saying that that the market is a little bit but it's just just in the middle of Sweden I think it's over all when you're out and res I'm not going to go I'm not going to go I think I'm going to go in and take the market and the other it's tough and it's worth very much before you could launch a Vitsnus and you did branding so it was a new and now I think it's a very market. It's a market for us to get them. I think it's a very... It's a very... It's a very old tobacco company. So they have a good market. I think it's very difficult to start from scratch now. The mind-spelare that are already started and started in five years.

28:14They are probably going to buy it. And that has been seen with Loop and like. But they come as a new. It's like it's a casino and what else. Like a market. so it's just a market. But then it's going to be something extra. Then you're going to be something new. Or you're going to be very good at it. Exactly. I think that the time it's just going to be a good one, it's going to be a good one. They're a bit for a bit. But the time it's going to be a good one. Yeah. Then they wrote Salix, which is the new Volati... Avknopping. Avknopping. Self-flödet after Volati-splitten. 6-7 % organic tillväxt. little for a bit of a lot of money.

28:54A lot of a lot of money than Volati on the same value and a little bit of a lot of inkling in the same way with a-knopping. I saw that they did a lot of a lot of a lot of money here nyligen. It feels like it's going to be tough on. I talked with one who had dealt with the other Volati. The trended just down. So this is a little bit like the popular part of this split in all of a lot. What have we more? We have iTech. it's the ones who are on with boat have you any questions on them? they have been on boat they come with a pang report now I'm with you I'm with you I'm with you I'm with you Q2 and Q3 it can be good to see I have a bad call there then we Camurus this is very interesting Börsvärde 38 K4 EBIT 2027 1 ,5 miljard.

29:51Värderingen känns limrig med option om att Cam 2029, det är väl den här Sorento-studien som många pratar om, den ska ju komma i Q4 och där tror man på en peak sales på 2 miljarder dollar. Så här har ju kursen inte rört sig så mycket inför det här men när det väl kommer så kommer det bli en väldigt stor rörelse. Så Camurus håller jag väldigt mycket koll på. Det blir väldigt intressant. Både If you want to take position before or how you want to do it. I listened to a podcast with a analyst who said that if it's good, then you can't even get to handle up the market. So it's good. Are we any more?

30:36There was another one else that tipsed on ITEC. There was another one who tipsed on a gold company. It's always good. Step a goal. Step a goal. $340 million in market cap 70 000 ounces in production Man can ramp up It's a double with new gruvan It's actually very many gold companies That's 2-3-4 times in vinsten And now gold has gotten A great renaissance The last three months And now all of these companies have I've been looking at again I'm looking at P2 Gold Orvana, I'm looking at Steppe Gold Now they've been running out a little bit here but to buy a one on DIP I think it's very interesting then it was someone who wrote about Intrum, the report next Friday I bought a little Intrum on the Canegi-requen which I sold it seems like the next report, or the report it can come a little what else the kurs is very low on emission so it feels long-sicht it's not a good time I'm not a good time I'm not really I've sold my own akties I don't really want to hold And then we'll start with the ones who are using biotech and high spec so it was the ones who sent in Connect Biofarma they'll come with a result soon a company that's a company that's a company that sold their first company to AstraZeneca the scribe the people that they're 200 % up, positive fall, a whole new category a antikropp mot IL-4 receptor alpha that's not so much And the same value of the most-tavlar as Sanofi Uranium's Dupycink which is in 14 billion dollars in the year.

32:18So if you're interested in biotech - with a coming trick, it's a very short and high upside. It's the case of acute asthma and alcohol. Or a... Yeah, exactly. An alcohol. And it's the end of dose and it's on acute mottagning when you're there. and just for the situation so there is no biological medicine and this is an antikropp so it can be it can be it can be to be able to buy a study it's more like a lot it's nothing that looks so good as a biotech company and then so you can do it and you can do it but here I have a I'll have a short trigger and then you'll see it on and take it out. After that, if we continue with biotech, but our own tank is coming Moderna with a study that they've been made, that they're doing a little for a bit of a bit, for that it's so good to see something that they do with Merck.

33:22Moderna, which was well in the world with Covid, and they did so that mRNA-vaccine, they went up 120 to 180%. Yeah, I can't believe they were up on 180%. And it was 20 billion dollars up for one cancer per product. Then you have got all cancer. Exactly. And it was a very good news for cancer research and biotech sector in itself. That it will be such a new step. Yeah, really. It's really cool and important for my bull-tests also in the biotech sector. And with AI, this has not come up because of AI, but it's like... They wrote that AI had a great deal of having a great deal of work on this. Of course, who did it?

34:15Moderna came out and said that AI had a great deal of work on how they've designed it and done it. So, it gave them the extra 30%. It's fantastic to see a big company go so. Now they should take in real money with money. They haven't done it yet. It's a little strange, I think. Now they should just be able to gas all their studies in oncology. Which is the modern one. I think that all of them will do it. All the mRNA-forskning will explode. And the modern one is not an akut behova pengar egentligen. Nej, man borde ju passa på när kursen går upp 150%. Ja, absolut. Men de är ju rätt stora. Men, det är ju en jätte jättebra nyhet.

35:10Och det här, de har ju då annan mRNA-vaccin mot njurcancer som bygger på samma metod. Och det var njur. Var det blåscancer också som ligger i pipen. so this is super exciting and what it is when you have operated a tumor so they do a vaccine on it that is based on your tumor that they then send in so that they learn your immunsor to let up just your cancer cells that have the tumor and it helps with spread and it helps with a fall and all that It's a really interesting and really good news. What I think is that mRNA got a revival. It's a lot of I don't know, it's like a powerhouse on a way. I mean, you tested mRNA-technic for 30 years and then it was someone who died.

36:14And then it was just just to be able to do it. It's just like I don't know what it is. It's like a conservative magamors who are not saying it. They just start to see it just when they say it. They have started to see it just when they say it. They are not saying it. So it is not something to listen to. Or it is not something to listen to. For that, I have to say it. Just this vaccine, the Merc and the Moderna, started with this vaccine already in 2018. So it was before Covid. But Covid, as I said in the pod before, went out a huge research for a bus, and bothailed research to do well. I am absolutely delighted that the result of the Buddha showed in dire Thank vare det Glass is half full It will come to the covid also And mRNA Techniken is Super spännande I have a company called Maravai Gick de up on it here?

37:20Yep