Timothy Bryan

Long-term horizon, short-term horizon, long only, long/short equity
Timothy Bryan
Long-term horizon, short-term horizon, long only, long/short equity
Contributor since: 2014
Feb 1, 1:19 AM
Timothy Bryan
$NOK It would seem that the moron I referred to was correct.
Feb 1, 1:57 PM
poor ER next week would be tough to deal with - would bring NOK to sub 6? post MSFT, ALU, and sale of HERE? crazy if goes that low
Feb 1, 2:11 PM
On the good side I think earnings will be great next week, Guidance I am not sure about...
Jan 28, 11:25 PM
Timothy Bryan
$NOK I was just perusing the arbitrator's website: Are the parties obliged to comply with an award? Article 34 (6) of the ICC Rules of
Jan 28, 11:27 PM
their right to any form of recourse insofar as such waiver can validly be made."
Jan 29, 3:43 AM
Yea that is the point so it is deemed fair as is independent I guess. The 2 sides know what they sign up for and should stop years in court?
Jan 8, 5:14 PM
Timothy Bryan
$NOK Nokia took some business from Ericsson. Hope this is happening elsewhere...
Jan 8, 6:11 PM
Thanks TB, we should be good to go now :)
Jan 2, 6:07 PM
Timothy Bryan
$NOK Good article from Barrons. Calls for 30% upside and doesn't even mention patents.
Jan 2, 7:49 PM
Thanks for the links TB...
11/30/15
Timothy Bryan
$NOK Interesting article about patent royalties in India. Never seen something like it from that country...
11/30/15
Thanks TB for the link.....
Interesting, thanks.
11/19/15
Timothy Bryan
$NOK A win in Viet Nam...
Hopefully Samsung arbitration is near. Somehow I have the feeling the market wont boost $NOK stock much once $NOK announces it Hope Im wrong
11/19/15
Harald Preiss, Nokia said: "In addition to further strengthening VNPT - Net's infrastructure and preparing the groundwork for 4G services.."
10/30/15
Timothy Bryan
$NOK It looks like the deal will close in late Feb or March, according to the 6K filing.
Thanks for reading the docs and digging that up!
10/29/15
Timothy Bryan
$NOK trading up about 68 cents so far in Helsinki
10/29/15
but if stock don't cross that 9 then its kind of useless as we already were there without samsung too
10/30/15
I got fed up and sold it today. Maybe I'll re-buy in January, if they drop to around $5.5 again. I needed to sell something for tax reasons.
10/29/15
Timothy Bryan
$NOK You have to give it to Suri, operationally networks did very well. As importantly, the release is actually fearlessly optimistic.
10/29/15
Let's see how mr market treats us tomorrow :) I see things headed in a very nice direction
up .61 euro so far...
10/29/15
Timothy Bryan
$NOK hard to believe this wouldn't please Mr. Market, but you never know..
10/29/15
It depends on ALU also
10/29/15
Timothy Bryan
$NOK they are also updating integration guidance to say they will achieve the 900 million euro synergy with ALU in 2018, one year earlier
10/29/15
Timothy Bryan
$NOK Also, a 7 billion euro buyback/dividends/special dividend over two years
10/29/15
Timothy Bryan
$NOK an unbelievable 13.6% margins in Networks
True, but they will need to hit close to 11% in Q4 to make their revised guidance, which also included YOY growth for the whole year.
They are ahead of last year even with that horrible Q1, and it looks to get better.
10/29/15
Timothy Bryan
$NOK Looks pretty good. They have raised the year's operating margins in Networks to near 11%, while doing better in China. 2% YoY decrease.
10/22/15
Timothy Bryan
$NOK Food for thought, with the HERE sale, Samsung settlement, and two quarters of FCF in the rest of the year, it looks like NOK will start
Tim all your points are good and valid I guess time will tell. I think both companies will have a good Q3. They both report the same day
10/26/15
yes time has been telling, like a broken record.
7/29/15
Timothy Bryan
$NOK Didn't have the time for an article, but I am guessing total operating profit to be about 485 million euros or more. Patents will
haha, got close anyway :-)
7/30/15
Super job Nokia :)
7/21/15
Timothy Bryan
$NOK It appears might fetch up to 3 billion euros...whoopee
some of the Patents and such related to HERE. All is not lost. Lets wait for the official announcement!
7/22/15
3B possible only if Germans have a Luger pointed on Suri's forehead. MB, BMW have an offer NOK cannot refuse, take 3B or we go to TomTom.
7/21/15
Timothy Bryan
$NOK It may be a Virtual Reality product to be unveiled next week from Advanced Technologies...
7/8/15
Timothy Bryan
HERE sale should happen soon....$NOK
7/8/15
I agree and disagree (hard to discuss it here). I think that the situation is not that dramatic, especially for the western markets.
7/8/15
Sell it with a bug and then charge them $900 million to debug for 5 years.
6/17/15
Timothy Bryan
$NOK Finally a little more information on the HERE sale...
6/18/15
so what number would negatively affect the share price? $4m? A this point I am looking for an exit point for most of my holding
6/18/15
SA reported selling to automakers for $4B. Disappointing. Selling HERE too low. Bought ALU too high. Is there a pattern "here"?
6/16/15
Timothy Bryan
Pretty big news, LG is onboard for patents....$NOK
@tcor agreed, I would suspect that means they have an idea of how Samsung was treated in the arbitration, which could mean news soon...
I am a bit curious of why NOK waited 14 months to agree to a 1-2 process.
6/14/15
Timothy Bryan
$NOK A deal for NOK worth 383 million
6/14/15
Thanks TB, love them nuggets :)
To bad the stock is back under 7.
6/1/15
Timothy Bryan
Not sure what this means $NOK, but it refers to a bid for HERE
5/27/15
Timothy Bryan
$NOK NOK makes another purchase, terms undisclosed It seems to be a good deal
5/27/15
Thanks TB
5/18/15
Timothy Bryan
$NOK the bidding is going wide and far...
5/18/15
No, I know just as little as the majority Here :-)
Volkswagen just recently switched to TomTom.
5/5/15
Timothy Bryan
Looks like HERE will go to the Germans $NOK
5/5/15
Looks like the Stock price might go down to 5's
User, I don't think the carmakers will offer less than 6 B, and I would think that would leave NOK with a 20% stake..
5/5/15
Timothy Bryan
$NOK don't suppose anyone is going to the meeting in Helsinki today?
lol Seppo...
5/5/15
Conflicts with picking up my grandson from kindergarten. Proper priorities.
5/4/15
Timothy Bryan
$NOK the Nokia meeting is tomorrow, correct? I think the dividend Ex date is as well?
5/4/15
Correct on both :)
4/21/15
Timothy Bryan
$NOK anything happen to make NOK1V go crazy this morning? up .29 euros...
4/21/15
Have noticed any time SP drops to $7.6 almost within one trading day it jumps above $7.8 with high volume. Perhaps some investors consider
4/21/15
$7.6 level as the bargain level. Will sell at $8 and buy back at $7.6 again.
4/14/15
Timothy Bryan
$NOK It jumps .30 in the US and drops .47 in Europe...Gotta love the market...
4/14/15
Drop in $NOK price shows market does not like $NOK buying 100% of $ALU at price too high- too much for too little.
4/14/15
High price for $ALU could be kiss of death for $NOK.
4/13/15
Timothy Bryan
$NOK what is going on with a .30 jump?
4/13/15
RAJU, are your jaw muscles sore from smiling so much ? : )
4/13/15
@La Rue, oh man! I was driving to the bank and got this alert from SA that ALU was up 10%. It's all good. Not selling yet.
3/10/15
Timothy Bryan
$NOK the euro has absolutely killed this stock over the last few months.
3/10/15
oh well, we got iWireless! let's celebrate anyway! cheers!
3/10/15
That's the attitude RAJU, onward through the blockade :)