Inquiries, dismay, and hype regarding stock prices and their changes (Part 4)


Tires are selling well, but let them keep going!:fire:

Edit.
They have sold well in the past too. “100-bagger”

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Tieto is collapsing completely to almost zero margin, interesting! I’ve set a buy order around the €16 mark.

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SpaceX brothers are being taken out today.

As a hint why: kablooey.

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Viaplay released its Q2 results today; a positive result for the first time in a long while, and the stock price is responding with +16%. The Dutch operations have been sold, which will help significantly in reducing the debt pile. We shall see.

A light initial acceleration at 100% :rocket:

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The end result was not hard to guess :see_no_evil_monkey:

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Unlike all the other Mag 7 companies, Apple has risen to new ATH levels this week.

:green_apple::face_savoring_food:

New high of 334.98 USD (intraday today, Friday). At the beginning of June, it was around $315.

So, that wasn’t the goal, but it wouldn’t hurt at all if it happens anyway! :slight_smile: (Even if for longer than just momentarily today.)

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I get a very bearish feeling when I open X and the first two posts in the feed are these :grimacing:

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This could have been my best day in about six years relative to the index, had I not decided to study the “expensiveness” of Nokian Renkaat (Nokian Tyres). :smiling_face_with_tear:

Well… fortunately Nebius is having an up day:

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Nokia to Nokia :slightly_smiling_face:

https://x.com/OsakeKeisari/status/2078163368624402653


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Neste’s stock price has been stagnating for the last 2.5 months, even though every week of war in Hormuz deepens the oil crisis and improves Neste’s margins or market position.
The rise in the last few days is, in my opinion, well “deserved.”
We are already three weeks into Q3, and the situation in the refined oil products market is only worsening; even Russia is suffering from a gasoline shortage…
Neste’s Q2 report will be interesting, and of course, what they have to say about the H2 outlook.

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The last week of crude oil, the continuation of the war has clearly raised it again…

Edit. And now on Sunday, Ukraine’s bombings of Russia’s oil industry have continued:

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Below are the companies currently at 52-week lows, including our much-talked-about Netflix :slightly_smiling_face:

https://x.com/patientinvestor/status/2078464811311206625


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Musk stocks are being tested. The $120 level just popped! A couple of tens more and, according to Damodaran, we’ll start being at the right prices.


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I was looking at the Harvia price chart and realized that the share price has only dipped 1% below the IPO price throughout its entire history on the stock exchange.

The IPO price was 5 euros, and the price only fell 6 cents below that during the company’s entire stock market history. After the IPO, it was possible to buy the stock in the 5–6 euro range for a long time, so there was no rush. But it’s interesting that the price didn’t drop any lower at any point.

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Harvia seems to have hit 4.91 on May 3, 2018, to be precise. The point remains the same even after a few cents difference. You could get it cheap in the IPO and for several months afterward, close to the IPO prices as well.

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Norwegian dividend giant Vår Energi delivered a very fat Q2 result and is raising its dividend. The yield is still well over ten percent. It also acquired another dividend giant, Blue Nord.

The share price is also seeing a bit of a boost now. I should get this increased to be the second-largest holding in my portfolio right after Nordea. My stinginess is just preventing more purchases at these prices right now. The outlook is brilliant for at least the next 15 years.

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Hacksaw delivered results in line with expectations, but the share price hit a snag. There may be selling pressure in June due to the expiration of lock-up periods on shares.

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As I understand it, Vår is significantly larger in size, so as a Vår owner, this acquisition is fairly neutral, since the dividend percentage likely won’t increase much, at least not within this year.

As a Bluenord owner, I would have preferred this acquisition to happen next year; instead, we miss out on several quarters of gigantic and tax-efficient dividends, receiving in their place a bit of cash and a pile of Vår shares with a more than 50% lower (normally taxed) dividend.

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Nebius Group shares are up 7% in premarket trading because, according to the announcement, Nvidia will own a 9.3% stake in the company moving forward.

Apparently, the algorithms got confused because this deal was actually agreed upon earlier this year. This was just the mandatory disclosure regarding its execution.

The market reaction could also be due to price target hikes. Or really anything at all, since the stock price swings with three times the volatility of the broader market :laughing:

ill-take-it-nic-cage

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