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mr wonder

mr wonder
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  • Nokia: Come On Mr. Icahn, Come To Our Rescue! [View article]
    @ Techy46

    Things were going fine for Nokia D&S.
    They became stronger and showed progress QoQ.
    Financial results became better ever quarter.
    At that pace D&S would be profitable in Q4.
    The stock would be back at 4EU in Q4, the same level as it is today. The only difference is, we would be still owning D&S.

    D&S was one of the main reasons for me to buy NOK.
    As I shareholder, I do not agree with this price.
    Sep 4 05:08 AM | 1 Like Like |Link to Comment
  • Nokia: Come On Mr. Icahn, Come To Our Rescue! [View article]
    @ Abu, Genesis

    Great points. I fully agree.

    Some other remarkable question marks.

    1. MSFT paid more for Skype than they did for Nokia's Devices & Services and patents licenses.

    2. Very short negotiation period. China Mobile and Apple are negotiating for years now and they still don't have white smoke coming through the chimney. How hard did Nokia strive to get a fair value?

    3. There is a serious conflict of interests. Going back to Microsoft, Stephen Elop never could have been involved in negotiating this deal. MSFT easily could have promised Stephen Elop a billion bonus if he got them Nokia D&S.

    4. Is this acquisition the reason why Microsoft was lacking decent support for the last two years, not giving Nokia the means to compete with the same hardware against Android. Is this the reason for the utterly strange strategy making live hard for developers, no upgrade path for WP7.5 to WP8, etc.

    How about approaching Nokia's biggest shareholder Dodge & Cox?
    Sep 3 05:59 PM | 10 Likes Like |Link to Comment
  • More on Microsoft/Nokia [View news story]
    For the last two years Wall Street was valuing D&S at zero.
    NSN, its patents, HERE (as a valuable asset) and its cash, were thriving the stock, paying for Devices and Services to turn around.

    The rumor of Microsoft buying Devices and Sevices became true.
    This news will increase Nokia share price.
    So, a good day for Nokia longs!

    The question is did Microsoft pay enough.
    It is up to the shareholders meeting (everyone is invited) whether they think if the price resembles the full potential of D&S.
    Sep 3 02:33 AM | 3 Likes Like |Link to Comment
  • Microsoft buying Nokia's Devices & Services unit, licensing IP for $7.17B [View news story]
    For the last two years Wall Street was valuing D&S at zero.
    NSN, its patents and its cash, were mainly thriving the stock.
    Now the rumor of Microsoft buying a part of Nokia became true.

    In every way this purchase agreement is increasing the value of Nokia and the value of its share price.Now it is up to the shareholders (everyone is invited) whether they agree with the price or not.

    This is a great news for Nokia longs!
    Sep 3 02:11 AM | 2 Likes Like |Link to Comment
  • Nokia's Cash Position Explained [View article]
    Redrut, please explain.
    12.00000% of NOK is owned by institutional investors.
    Who is the rest? Why are you "as a professional" so occupied with communicating to the retail investing community?
    Aug 31 04:13 AM | 5 Likes Like |Link to Comment
  • Nokia's Cash Position Explained [View article]
    You know the name of the CEO of Siemens.... But your writing is just going nowhere. You are just posting empty bold statements with one purpose, trash the stock. The only sensible reason for doing so is because of a financial agenda shorting the stock. A phenomena seen more and more on SA, because it is read by many retail investors.
    Aug 31 03:59 AM | 3 Likes Like |Link to Comment
  • Nokia's Cash Position Explained [View article]
    @ AH
    "there was no offer"
    How do you know? Please disclose your sources.
    Aug 30 10:01 PM | 3 Likes Like |Link to Comment
  • Nokia's Cash Position Explained [View article]
    @ Andreas

    The financial results of Nokia are getting better every quarter.
    WP market share is growing every quarter.
    The amount of Lumia's sold is improving significantly.
    New Asha's are being introduced to complement the 501.
    New Full HD and multicore Lumia devices are introduced, most probably long before holidays,
    NSN is acquired at bargain price.
    Good reviews of all over the internet, from the Lumia 520 till Lumia 1020.
    Roll out of Amber update is started.
    New GDR update is expected in September.
    New WP 8.1 update is coming most probably at the beginning of next year.
    WP by now has already 170.000 quality apps, and is not polluted by tons of 4 year old apps which no one is interested in.

    This doesn't sound like Nokia is going to burn all its by the end of 2014. I also can't see any good reason to assume WP is broke and needs to be "fixed".

    Presenting the bearish side of a investment is greatly appreciated, but you are simply trashing Nokia and Microsoft by twisting bits and pieces and everything else you can throw at it.
    In case you can't find anything, you just use bold scary metaphors which are also used by some other "contributors" of the sell side.
    Aug 30 09:02 PM | 6 Likes Like |Link to Comment
  • Nokia's Cash Position Explained [View article]
    @ Stock Market Mike @ dhdhoora
    At the end of the agreement between, Nokia is free to use which ever OS they want. If WP still lacks decent support of Microsoft or serious traction amongst consumers, Nokia could pull the plug and jump to Android. Today announced HERE services are already offered to be compatible with Android.

    @ Andreas Hopf
    Yes.
    Aug 30 06:11 PM | 4 Likes Like |Link to Comment
  • Nokia's Cash Position Explained [View article]
    @ Andreas

    Always in for a gloomy forecast and some scary idioms.

    Why would ALU, ERIC or any other, want to own 50% and pay 50% of NSN fair market value?
    What is the interest of Black Rock, KKR, Fidelity to invest in 50% of NSN and then start to argue with Nokia and "wreak instant havoc" turning NSN into a miserable enterprise?

    Nokia did not have to buy anything.
    Siemens wanted out and Nokia was interested in a bargain.
    Siemens had two options, accept the best price offered, or stay in not succeeding in what they were saying for so long.
    They choose the first and Nokia got what it wanted for a bargain price. Nothing more, nothing less.
    Aug 30 04:59 PM | 4 Likes Like |Link to Comment
  • Nokia's Cash Position Explained [View article]
    Redrut

    Pretending to be a bull takes away the impression that you are negatively biased concerning Nokia.

    Why are you starting with part 1, which is trying to proof Nokia's weak balance sheet, while you own the stock and by doing so, risk it going down even more... oh yeah, that is why you bought puts?!

    You're mainly posting bearish comments about Nokia, a stock which is only owned for 12% by institutional investors. Could it be that you or your hedgefund is trying to make money by creating negative sentiment amongst retail investors?

    Of course you are referring to your bullish articles. But, like I wrote before, I am very curious about your bullish case, because I did not really get that in the from your previous articles.
    Aug 30 03:09 PM | 2 Likes Like |Link to Comment
  • Nokia: Sell Side Bears Don't Play Fair [View article]
    @ Redrut,

    "NSN is a cyclical business which is arguably at the top of the cycle"

    What makes your think so? In Q1/12 NSN reported a net sales of 2.9b and -1b loss. From there on NSN result improved with every quarter until Q4/12. In Q1/13 NSN reported sales of 2.8b and a little profit. In Q2/13 NSN profit increased. So if NSN is in a cyclical business Q3 and Q4 should show even better results.

    "while simply looking at net cash including prepayments shows Nokia as 1.5bn in debt by the end of the year"

    Could you explain this simple observation?

    Many times you are bringing up/ affirming gloomy assumptions, while repeating you are a Nokia bull. What makes you a Nokia bull then?
    Aug 28 07:32 PM | 4 Likes Like |Link to Comment
  • Nokia's NSN Acquisition Might Be Its Downfall [View article]
    @ George

    The criticism on your article, posted by many readers, is because your article does not back up its bold statements with any form of reasoning or argumentation.

    It is very hard to see how you wanted to inform readers by citing some hollow recommendations found on the internet. The way you conclude, with some bashing metaphors is only making it obvious that you were out to create a negative sentiment and nothing more.

    This is not only unethical. It also looks like you are underestimating (and maybe even offending) SA readers/ NOK investors.
    Aug 28 12:21 PM | 4 Likes Like |Link to Comment
  • Nokia's NSN Acquisition Might Be Its Downfall [View article]
    Correct!
    It seems to me George Kesarios is writing in favor of some shorting hedge fund for some time now.. the one of Prem Watsa maybe?

    With all respect, but again his article is going nowhere.

    The first four paragraphs are a iteration of some empty bearish Wall Street headlines of today and last month.
    The fifth and six are referring to his own bearish article, which back then was already making no sense, without any fundamental information to back up his skepticism
    In the last two paragraphs this author is again using hollow bold statements mentioning the balance sheet is "on thin ice" and "it does not include his beef" and... oh yeah, lets throw in "the bondholders who are going to declare bankruptcy".

    disclosure:
    I might add Kesarios to my black list right under Kofi Bofah within the next 24 hours.
    Aug 27 04:54 PM | 19 Likes Like |Link to Comment
  • AT&T to sell Lumia 925; Deutsche calls Nokia a "value trap" [View news story]
    First and foremost, all stock markets went down today (Syria)

    Second, Nokia is one of the favorite stocks by the big trading investment banks (GS, MS, Deustsche bank, etc.). This is because the stock is volatile. Because the stock is volatile traders trade. Because traders trade the stock becomes volatile. A self full filling prophecy.
    From there on the business model is simple. The only thing those trading hedge funds need to do is create uncertainty. They do this by their own Wall Street press, creating hypes, publishing hundreds of reports/ tweets/ leaked messages of their own proclaimed analysts. Then it's just a matter of having the fastest hyper trading computer on the block. Those Titan machines do the rest in ripping off the money of the retail investors. The bankers don't even feel sorry. They didn't steal your money. Those machines did.

    As a retail investor you should not get distracted by the charts.

    Windows is the worlds most used OS and has the best potential of becoming the best integrated eco system amongst all devices.
    Further, consumers, companies and carriers all want (or need) a third mobile platform. After all, it is in not in their interest to face a duopoly between Google and Apple.
    NSN is not making loss either. Restructuring it a bit more, will only improve its profitability on the long term.

    All in all, not a bad situation for Nokia and its investors to be in.
    Aug 27 03:42 PM | 7 Likes Like |Link to Comment
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