Well done.. just add more fuel to the fire! 
Edit: Those who bought this at the peak are already almost 40 percent down… this is a self-feeding typhoon. 
Let’s stop guessing now and look at the facts of the earnings report: 700M of the 966M operating loss came from US tariffs, and China’s price competition also lowered the result. Sales stalled on all continents. But yeah, investing in the electric model range certainly hasn’t made things easier.
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So, what’s the Neste stock price after the earnings report?
The options are 14€, 18€, or 20€? Of course, 12€ and 24€ are also possible
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It’s when a modern investor’s quarter is a few weeks, and when Leonardo’s deals don’t come in a couple of weeks, people get bored with the whole thing. Well, it’s not wrong. The stock market is always right🙂
The potential of that Leonardo scenario will probably only start bearing fruit in about a year. Indeed, sales work, outreach/qualification, POC/piloting, negotiations/contracts, closing the deal, and integration all take their own time.
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The biggest bears have apparently retreated, but even the bulls don’t have the energy to become active yet, as both have been languishing for weeks 
.
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Leonardo is in a quite good position to make a deal as they are SSH’s largest owner. Currently, SSH is not making any money, and it’s possible that deals with Leonardo are low-margin. They certainly have the means to pay well, but it’s unlikely they care much about other SSH owners. As long as Leonardo gets what it wants from SSH. They probably wouldn’t mind if SSH continued not to make money for its owners. However, they seemed to buy expertise, not SSH’s cash flow.
Certainly, SSH and Leonardo want to get the best possible margin from such external sales. SSH has probably had the same situation for a longer time. However, currently, after all the various costs, nothing is left on the bottom line.
Not to zero. Margins will likely be generated from Leonardo’s deals, even if they are not as high as priced. With the current valuation (159M€ according to Nordnet), a significant profit should be generated on the bottom line in the coming years for owning SSH to make sense. Some 1-8 million in free cash flow per year is simply not enough; a proper hockey stick is needed.
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In Finland, the cheapest 911 costs 145 thousand euros (incl. VAT) plus a car tax of 74 thousand euros. For a German or American buyer, the 911 is therefore considerably more affordable.
You are right that the losses have probably come from electric cars. Huge development costs and somewhat weak sales figures. Finland’s car tax distorts our perspective because here an electric Macan or Taycan seems almost “affordable” while in CO2 car tax-free countries they are hellishly expensive compared to ICE cars.
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They probably also sell their expertise outside the company, either separately or as part of complete solutions, and it’s not in their interest to sell them for next to nothing. That sales growth will likely come through that, as part of the overall sales growth. They certainly utilize this for their own operations with low margins. It remains to be seen what kind of deals have been made. It’s unlikely to be a good SSH strategic partnership if SSH had given up its margins due to this cooperation.
Or do you think that SSH sold a quarter of its company and is letting the margins drain to zero? I don’t believe that, but rather that this is a win-win for both companies.
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Incap is on a nice rise with a turnover of about 700,000 euros 
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Milei won the Argentine primary elections, and Meli investors can at least temporarily breathe a sigh of relief (no immediate political changes).
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Can I now declare Santaralli’s first faltering steps taken 
?
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♫♫ I feel the speed picking up, come celebrate with me ♫♫…
Hardly a sustainable upward trend, but ♫♫ this is a place where people enjoy themselves ♫♫…
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Juha Kankaanpää’s tweet about the rookie-like Enento stock
https://x.com/JuhaKankaanpaa1/status/1982847990759915654
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We’ll see if Taaleri’s share price drops despite the results; it seemed to be the trend last year as well that even if it exceeds forecasts, there’s a decline, which is hard to understand in this case.
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Good news came from Cameco regarding the Westinghouse nuclear power plant project. Initial reaction in pre-market +12%. LEU, UEC, and UUUU also perked up a bit on the side. Let’s see how far the initial enthusiasm carries.
