I just bought/sold (Part 7)

At least the Pharaohs already had tires on their vehicles. It was a good idea to put a rubber coating on the tires. And then to sprinkle studs on the surface. Oh dear. A terrible struggle is ahead, because there’s hardly any snow, and the Romanian factory isn’t even producing anything for sale yet. A tough struggle.

bought Nokian Tyres 200 shares @ 7.53

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Buy Sotkamo Silver 0.089. Silver has recovered above €30/ounce again. Last quarter again showed signs of improvement, after the production difficulties at the beginning of the year.

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New addition to the portfolio:
SenesTech

Rats’ “e-pill” or bait, which contains a reproductive inhibitor. It causes no other symptoms and is therefore harmless to other animals as its effect ends within 14 days. Also a much more ethical pest control method than traps, poisons, gases, or electricity.

Reduces rat populations by over 90% within 1 year, and if combined with traps, the entire population can be eliminated. This is in contrast to poisons, because rats reproduce at such an alarming rate. A GAMECHANGER in mammalian pest control.

Mcap $2.5M and the company has started to grow significantly this year. Sales have just begun on Amazon and Walmart’s online store, and distribution partners have been secured in Hong Kong and Amsterdam (Europe).

The only approved contraceptive pest control method, and patents are in order.

Then the risks. Cash run of only 5 months, but the CFO predicted positive cash flow during H1 2025 because sales are performing so well. However, the company has no debt, which is a good sign.

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Embracer Group sold after a 1.5-year hold, at break-even. These funds are now going into an ETF.

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Just now a small Neste :finland: addition at 13.42. Hopefully this will pick up again someday :sweat_smile:

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Sold a large quantity of Nokia shares, bought for my wife in November, for €4.20. A good hundred euros and a more valuable good feeling were the reward.

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Sold Tesla at €402
Nice 25% return with about a month’s holding!
Happy to buy back lower if and when the US market cools down a bit.

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Same here. I sold all my Himss at $33 and waiting for the price to drop.

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Bought an additional 2000 units of Kempower. Let’s see where we are at the end of next year. I bet we’ll be significantly higher, just like with many other stocks from Helsinki.

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Added Faron to an already supposedly full position, also added Nightingale. FOMO struck.

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I bought 12 shares of Palantir and 4 shares of SPDR MSCI ACWI IMI UCITS ETF

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All Palantir out with over 300% profit at $73. Interesting company, but the rise is quite frightening now. It might still rally for a bit, but I believe one can get back in cheaper at some point. :crossed_fingers: :us_outlying_islands:

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For the wife, morning’s Inderes trading started with a purchase of 50 pcs @20.30 and a couple of notches up on the list.
To the child’s portfolio, knowledge adds pain, 100 pcs @17.55, and an addition to Oma Säästöpankki 150 pcs @ 10.88. Waiting for the Santa Claus rally and spring dividends.

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Fuel Cooperative for Housing Companies added at €4.95. Currently P/B 1.1 and P/S 0.27.

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AOT additions

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OST

Valmet addition 14% and stop-loss below

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Optomedia 500 pcs more. Soon this future unicorn will also leave this backwater for the world…

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Additions to OST:

  • Aspo returned to the portfolio from the morning’s negative dip at €4.85; I had sold it earlier for over six euros
  • I picked up Nokian Tyres a while ago at €7.11 when it was also dipping
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I increased my holding in Noho Partners by about 10%. I believe that the dividend is stable and growing, that earnings growth is on the way, and that the consumer situation will start to ease during 2025.
Hopefully, the investment horizon will be longer, at least 2-3 years. Of course, I wouldn’t have any particular urge to sell if the business developed favorably in the coming years.

It’s probably quite smart to be strong in Tampere and Helsinki. Those cities will probably continue to develop quite favorably.

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The last AroCells out with about 30% loss @0.3982SEK. The share of the portfolio was about 0.4%. I had been watching this struggle for a long time, and the idea was to see it through, but now I felt like investing the money elsewhere.

Instead, the first Faron addition since the doubling made from the euro offering @2.34€. After this 6.7% addition, the share of the portfolio is 17.6%, securing a clear first place. The average acquisition price is now 1.85 euros.

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Nokia shares were topped up with dividends from Nokian Tyres, Golar, and OET, and previously Herantis Pharma, as well as a small tracking position in SenesTech.

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