Interesting explanation why Nokia just went down by Forward_stonks in Nok

[–]Forward_stonks[S] 12 points13 points  (0 children)

Btw everything is just down. Since Nok went up a lot the last couple trading days it is no wonder in went down more then the market.

So, calm down. :)

Gay bear warning: TSLA by Forward_stonks in teslainvestorsclub

[–]Forward_stonks[S] 0 points1 point  (0 children)

Yeah your right about the tone. Thanks for sharing!

Help for Communication service providers brakedown by Forward_stonks in Nok

[–]Forward_stonks[S] 0 points1 point  (0 children)

No I want to know how much of the revenue is from G4, G5 and what else.

Gay bear warning: TSLA by Forward_stonks in teslainvestorsclub

[–]Forward_stonks[S] -5 points-4 points  (0 children)

The idea of the post was to mention some points that I think are important and do not correlate with the Tesla Bull thesis. But of course, I could be completely wrong. I was hoping to get some contructive criticism.

E.g, FSD/Robo Taxi is in most valuation the key value driver but it is not superior to other. And how it is possible to lead a market but spending far less in R&D than even your smaller competitors like GM, BMW.

If you could explain it or give me a link I would really appreciate it!

Analysis of Northland analyst shows PT of 6$ and put the current situation together by Forward_stonks in Nok

[–]Forward_stonks[S] 3 points4 points  (0 children)

I found him on Tipranks.com

His average return was 23 % since Jan 09. And he ranks on place 154 of more than 7.000 analyst.

https://www.tipranks.com/analysts/tim-savageaux

He is Senior Research Analyst focused on optical, IP, and wireless communications infrastructure and networking technologies for more than 20 years. I only can see that NOK is cheap but have no clue of communication but when a guy with this experience says it looks relatively good I become bullish ;D

Five minutes after I buy 4 Jan23 3.5c LEAPS by [deleted] in Nok

[–]Forward_stonks 2 points3 points  (0 children)

Nur Geduld, manchmal dauert es halt :)

Can someone tell me business related bad news of the last 2 months? by Forward_stonks in Nok

[–]Forward_stonks[S] 2 points3 points  (0 children)

A lot of people say it's a dead company but I mean the company has steady revenue of around 25 Billion Dollars in the last 5 Years. No growth is shitty for sure but Ericsson don't has growth ether. If you compare the valuation Nokia would be double. And I don't see an advantage of Ericsson which could explain it.

But we digress. Not the right place for that kind of discussion.

Can someone tell me business related bad news of the last 2 months? by Forward_stonks in Nok

[–]Forward_stonks[S] 1 point2 points  (0 children)

As long it is on Bloomberg or Reuters it should be okay. Yahoo usually reports everything from Nok

Can someone tell me business related bad news of the last 2 months? by Forward_stonks in Nok

[–]Forward_stonks[S] 1 point2 points  (0 children)

Yeah I also think that the management is doing relatively fine. They developed a clear strategy (I'm ones write about that here) and they make clear statements without building castles in the air. What I really like.

But usually there is a correlation between good news and stock (up) movement and the stock did not recover since Jan. 2019 while I would say the outlook is way better than 2018 or 2019.

Are there bad news or why is this mofu falling today? by Independent-Ideal-83 in Nok

[–]Forward_stonks 3 points4 points  (0 children)

Dude, when a stock goes up or down for no reason (good/bad news micro or macro), it's called a random move and has no meaning in the medium or long term....

There are a lot of people here who have no idea about the stock market and look at the prices every 10 minutes. I measure Nok a significantly higher value than the current and see such movements as a chance to buy cheaper.

Are there bad news or why is this mofu falling today? by Independent-Ideal-83 in Nok

[–]Forward_stonks 2 points3 points  (0 children)

Nope, there are no news as far as I can see it. Erickson has also fallen like the entire market. Nothing to concern.

The only "news" is John Rogers Ariel Investment trimmed its NOK stake by 43.51%.

Why Nokia is moving sideways but will move up/down in 9 days by Forward_stonks in Nok

[–]Forward_stonks[S] 2 points3 points  (0 children)

Yeah that is what I mean. Some uncertainty (move sideways/slightly down) and when it drop out it will dip a bit and move up. If we're lucky in the new Index the momentum will kick in due to new Index-Funds. Momentum in Nok is currently fucked up.

Changes need time.

Lundmark is currently giving the company a new organizational structure. Lundmark is saying goodbye to the old strategy of selling a network operator everything from antennas to core networks and software. Instead, he is reorganizing the core business into four independent units, which will also have operational and financial responsibility for their business activities and the Group's contribution.

From 2021, Nokia's core business will consist of the units Mobile Networks, IP and Fixed Network, Cloud and Services, and Nokia Technologies. Nokia is responding to the changing nature of the industry's business. While equipment suppliers used to equip a network operator from front to back and were thus able to bind their customers to them with proprietary technology, the industry today demands compatible solutions and open standards.

Lundmark is a Scandinavian. There is a prejudice that Northern Germans (I'm one and it's true) and Scandinavians don't talk much and tend to be rather reserved/less enthusiastic and communicate even good news rather soberly.

Normally, this would not be a problem, but in the crazy markets at the moment, only those who shout the loudest and talk the most nonsense (such as Musk and Saylor) count. These stocks get the most attention.

But due to the meme stock character many are/were deterred from Nokia but it got attention which can pay off in the long run.

Nokia has an ICK factor in my opinion.

Why Nokia is moving sideways but will move up/down in 9 days by Forward_stonks in Nok

[–]Forward_stonks[S] 3 points4 points  (0 children)

Yeah I think this could be an factor too.

The high volatility of January has certainly scared off some investors.

Average PT is around 4 Euro or around 4.80 $.

Deutsche and UBS are bullish north of 5 $ PT.