It also stays in my portfolio.
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The video currently playing also convinced me. That robo-advisor is going to make a fortune. Good acquisition by Taaleri, that Evervest. Has anyone invested through it? What’s the experience like? https://evervest.com/
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Taaleri Energia’s segment projects seem to be slowly moving forward 
Senvion to supply 275 megawatts of wind power to Taaleri in North America
Taaleri Energia signed an agreement with Senvion for the supply and commissioning of 275 MW wind turbines in North America. Senvion will supply 58 Senvion 4.2M140 turbines with a hub height of 110 meters. In addition, the agreement includes ten Senvion 3.2M114 turbines for a tower height of 93 meters. In addition to the delivery and commissioning of the turbines, the agreement includes a 25-year service contract.
At the beginning of 2018, Taaleri Energia acquired the 275-megawatt (MW) Truscott-Gilliland East wind power project from project development company North Renew. The wind farm is located in Knox County, Texas. Construction of the project will begin in the second quarter of 2019 and the wind farm’s commercial operation will take place in the latter half of 2020.
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Taaleri’s associated company Fellow Finance plans to list:
As an investment company, Taaleri may not be the easiest for investors to understand. This listing will clarify the structure as Fellow Finance’s value will be directly visible at market prices if/when it gets listed.
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Garantia seems to continue its growth 
Garantia’s insurance solution replaces traditional rental deposits
Taaleri’s subsidiary, Insurance Company Garantia, has acquired the entire share capital of Suomen Vuokravastuu Oy (SVV) in accordance with the letter of intent announced in May (Taaleri Oyj’s press release 22.5.2018). SVV offers rental guarantees that can replace traditional bank deposits as collateral for rental agreements.
“Since 2006, we have been guaranteeing the housing loans of Finnish owner-occupiers. This was a natural step for us to expand our housing-related insurance coverage,” says Tuukka Fabritius, Director responsible for Garantia’s housing services.
With the acquisition, Garantia’s role as a provider of housing-related security expands to cover rental housing in addition to housing loans.
“The rental housing market is changing as large landlords forgo collateral. On the other hand, smaller landlords’ opportunities to offer similar flexibility are limited. This creates space for new players, where the service provider’s responsibility and reliability are emphasized. Garantia’s insurance solution is a flexible and transparent solution for both the tenant’s and the landlord’s needs.”
Rental guarantees issued by SVV will be converted into insurance policies issued by Garantia. Their provision will continue as before in the Takaamo and Securent services. The security of current SVV customers remains unchanged, and the new insurance terms do not weaken the customers’ position relative to the current guarantee terms. SVV will be merged into Garantia during 2018.
Taaleri Oyj
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Discussion related to Taaleri is surprisingly quiet considering the company’s high quality… Anyway, does anyone else think now is a good time to stock up at €10 prices…? FF (Fountain Park) is about to be listed, etc.
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I can’t give any exhaustive answers as I haven’t delved much deeper than a surface-level look into Taaleri, but asset management is likely a very cyclical business. And even though Taaleri apparently also has these more stable capital funds, with asset managers, one takes on market risk in a double sense, as the company’s profit is often highly dependent on the development of the stock market and other capital markets.
I really don’t know from what angle Taaleri should be valued and how, but I wanted to offer this observation. 
For me, the asset management business falls into the same category as, for example, basic industry and the construction sector, meaning I’ll look at it again when there’s blood in the streets. And then try to pick the best player in the field.
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This is happening wonderfully fast. Notice that Taaler’s (Taaleri) veterans are on the case. Will this lift Taaler’s (Taaleri) lagging share price?
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If you want to be in the audience and grab a bite to eat ;D you can register for the event here! 
https://www.inderes.fi/fi/tapahtuma/ilmoittautuminen-fellow-financen-yhtioesittelytilaisuuteen-2792018-1730-2030
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Morning report 24.9. gives somewhat conflicting feelings. Why aren’t Taaler’s veterans seeking a higher valuation from FF before selling…?
The significant write-up is positive… Overall, the positive development continues.
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@Sauli_Vilen, will there potentially be an IPO analysis on FF? 
Do you generally consider FF “less risky” or “less dependent on the economic cycle” than Taaleri?
For me, the observation is: This FF would be an interesting case with a valuation of about €45m from the offering, given that I’m a bit late to the game with Taaleri (cost basis €10.22) and it has a pretty significant weighting in my portfolio (20%)… Thus, I would see that by halving Taaleri’s weighting and using that for FF’s IPO, I could potentially reduce my risk…?
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A bit off-topic from Taaleri, but I’ll ask anyway. Will there be any video stream of Fellow Finance’s presentation event? I can’t attend, but I’m very interested in the presentation.
Regarding FF’s low valuation, I would say that from Taaleri’s perspective, the difference between a €45 million valuation and a larger one is probably not crucial for the overall picture. Competent management does not want to overcharge customers and partners, but rather gradually lays the foundation for stable and profitable growth. I still believe that Taaleri’s potential will be realized in the long run. With this company, it’s worth looking far into the future.
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Hey, the livestream will be on InderesTV Fellow Finance yhtiöesittelytilaisuus 27.9. alkaa kello 18.00 - Inderes
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Congrats
I’ll check it out then
Tue, Sep 25, 2018 at 11:16 AM Verneri Pulkkinen inderes@discoursemail.com wrote:
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You can also submit questions in advance or during the live Webcast by opening the question field on the page: 
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FF anti will start on Thursday at 9:30 AM, and small investors will get in at a 45m€ valuation. It seems affordable, and I plan to participate with a small sum.
Edit: I think I had a small reading error. The valuation will be 45+20m€ if fully subscribed. Oh well, let it go this once 
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As a curiosity: Juhani Elomaa from Taaleri commented on Fellow Finance as an investment and from an ethical perspective in ROAST earlier this spring, starting from 41:56 ROAST Taaleri 20.3.2018 - Inderes
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Alright, now I can finally respond to this as the analysis is out Fellow Finance’s business risk level is absolutely high and clearly higher than Taaleri’s. The key risks relate to the success of its strategy, a rapidly evolving competitive landscape, regulation, and the company’s own IT systems. A more detailed risk analysis can be found in our report.
Regarding economic cycles, the question is difficult, as Fellow Finance, due to its young age, has never operated during a clear economic downturn. It is clear that, typically for the financial sector, credit losses will increase during a recession, but the situation is harder to assess for other parameters. Although Taaleri is perhaps the least cyclical of the listed financial companies in Helsinki, it is still cyclical due to the nature of the industry.
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And will the bear appear around the corner today or tomorrow? I think Masse will pass, too much tied up in the financial sector anyway. This (too) is probably a “trust case,” like Enersense. But Titanium, briefed by Sauli, is flying high and fast, thanks.
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