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Delphinus

Delphinus
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  • Why Nokia Is Dead Money [View article]
    George, you are too much focusing on the present. Take a look at the future, in which context I feel that many overlook the potential of HERE. Sure, HERE hasn't been and isn't a money-making part of Nokia, but I bet that it will be if we look somewhat further ahead. As I have stated in other comments, the recently announced cooperation between NOKIA/HERE and the German company Continental is something which in my view has fantastic potential. http://bit.ly/1eTclLU
    Jan 22 03:50 PM | 6 Likes Like |Link to Comment
  • Can Nokia Rally Past $8.20? [View article]
    Thanks for a good read. Any idea about how real the risk is that the Nokia-MSFT deal doesn't get regulatory approval from the Chinese government?
    Jan 22 08:41 AM | Likes Like |Link to Comment
  • Downgrade Of Nokia Is A Buy Opportunity [View article]
    Thanks for a nice article. You don't say anything about HERE, maybe because it's not generating much money in the short term. But HERE's increased cooperation with Continental, announced last week, is an extremely interesting future-looking venture which in the longer run has a fantastic potential.
    Jan 20 02:16 PM | 6 Likes Like |Link to Comment
  • Nokia: A Surprise Short Play [View article]
    @andrei

    "I was long, they were bearish ..."

    Come on, don't talk about "they". There are plenty of professional analysts who have been more or less bearish and plenty of others who haven't shared that view during the last year. It's up to you who you want to listen to.

    When I mention Bernstein I'm talking about the perhaps most consistently bearish actor in the whole professional analytical community concerning Nokia. When such an extreme case joins a lot of others in making a turnaround it doesn't come easiily.
    Sep 24 01:23 AM | Likes Like |Link to Comment
  • Nokia: A Surprise Short Play [View article]
    @author

    Man, haven't you followed the media. A lot of banks and other expert actors, headed by the previously very consistently bearish Bernstein, have changed their attitude to Nokia. Do you think this is without reason?
    Sep 23 12:25 PM | 4 Likes Like |Link to Comment
  • Microsoft's Purchase Of Nokia And 'Go-It-Alone' Strategy Make It A Sell [View article]
    "10% ain't going to get it done..."

    Right, but who says that it will stop there? Q3 figures will most likely reflect a continued modest movement upwards for the WP market share, but don't forget that it is only very recently that there is a full range of Nokia smartphones on the market covering all price segments.

    In addition, Nokia has been cautious with production volumes. Here in Sweden and in a number of other markets we are for instance still waiting for the Lumia 1020.

    Q4 will be the real test for the WP eco system. Increased Nokia production volumes/market coverage combined with the holiday season should make sales accelerate. It should also not be forgotten that the upcoming release of Windows 8.1 mid October will let us have a first sniff on upcoming WP improvements in early 2014, which also might generate positive spill-over effects.

    Sorry for the repetitive appearance of my other comment above.
    Sep 16 12:51 AM | Likes Like |Link to Comment
  • Microsoft's Purchase Of Nokia And 'Go-It-Alone' Strategy Make It A Sell [View article]
    @author

    "...a desperate and cash-rich management team that has proven it will not hesitate to throw good money after bad."

    I don't agree that this deal is throwing good money after bad. Why couldn't you look upon it as part of a prudent strategy where MSFT first wanted to see if Nokia could make the WP eco system fly before it acquired the hardware.

    Admittedly the result concerning WP market share could have been better, particularly in the US. However, the point is that a market share approaching 10% in i.a. several big European countries and in Mexico is good enough after such a short time. And I think the US market is also slowly coming along. Looking at the hardware side there is not much doubt about that MSFT is acquiring one of the two frontrunners concerning smartphone quality and sophistication, recently demonstrated with the Lumia 1020.

    MSFT has chosen the same path as Apple with both software and hardware under the same roof. However, a main difference is that on the PC software level it has an unparalleled stronghold in the business community. With time this will positively influence the WP market share, which in the short term also will benefit from the upcoming WP 8.1 update. And this in turn will speed up closing the app gap. It will certainly take some time until the fruits of the MSFT-Nokia deal can be harvested, but when we’re there the harvest will be rich.
    Sep 15 12:46 PM | 1 Like Like |Link to Comment
  • A Glimmer Of Hope For A Nokia Comeback As A Smartphone Producer In 2016 [View article]
    @Darrell

    "there is absolutely no synergies between NSN networking infrastructure business unit and their location services"

    That's right. So in my view one of the reasons Nokia has retained HERE is that for the time being it wants to keep all doors open, including making a re-entry on the smartphone market in 2016.
    Sep 9 06:17 AM | 1 Like Like |Link to Comment
  • A Glimmer Of Hope For A Nokia Comeback As A Smartphone Producer In 2016 [View article]
    Thanks for a good read. I was particularly interested in your reasoning regarding where the market for smartphones is heading, including the possibility that companies interested in using hardware as a tool to sell services start moving and even might offer smartphones for free.

    Another interesting development is that of smartwatches where Samsung currently is making a move.
    Sep 8 05:56 AM | 1 Like Like |Link to Comment
  • Will Nokia Phones Make A Comeback In 2015? [View article]
    Interesting article. Thanks for a good read. Nokia is kind of a comeback kid and I agree that it would be no surprise if we see new Nokia phones again in 2016. In the meantime the dust from the war between ecosystems will likely have settled, which would facilitate Nokia's decision-making of how to re-enter the smartphone/tablet/ phablet/smartwatch market. And yes, why not, Nokia could buy Jolla and get some of its lost engineering capacity back.
    Sep 7 03:50 AM | 1 Like Like |Link to Comment
  • Questions The Nokia Board Of Directors Need To Answer [View article]
    Excellent article! I hope it reaches the eyes of some of the members of the Nokia BoD.
    Sep 6 11:24 AM | 3 Likes Like |Link to Comment
  • Nokia: Come On Mr. Icahn, Come To Our Rescue! [View article]
    @Abu

    You are perfectly right that the only thing which has any chance of working is public pressure on the BoD. And there is fertile ground for that in Finland where this event has touched the national soul. In the Swedish television this evening that was very clear in interviews with ordinary people in the streets of Helsinki.

    My hope is that such movement will start in Finland, but without support from some major shareholders outside Finland I believe that chances are slim that the presented deal could be changed
    Sep 3 04:46 PM | Likes Like |Link to Comment
  • Nokia / Microsoft: Doubling Down On Existing Failing Strategy Or Foundation For A New One? [View article]
    @author

    "It's been very clear for some time that Windows Phone was not working."

    How can you say such a thing when you very well know how young this system is on the market. Doesn't it go without saying that sales in the beginning are slow because customers feel uncertain?

    Fortunately the market seems to know better since Nokia's stock price in recent months developed much better than those of competitors. Whether the skyrocketing development today is motivated or not will be clear after the dust in the air has settled, but probably in part is because of shorts licking their wounds
    Sep 3 01:22 PM | 3 Likes Like |Link to Comment
  • 5 Initial Thoughts On The End Of Nokia As We Know It [View article]
    @author

    "As someone who was firmly committed to the belief Nokia had great potential with its Lumia range of phones, this sale is very bittersweet for me."

    This very well reflects my own position with the difference that I don't think that this game is over yet. I expect Q3 to show continued good traction for the Lumia range of phones, which might very well make Nokia shareholders turn down the MSFT offer unless it's further sweetened.

    As a Nokia shareholder I would also wait a bit longer to see if NSN could be part of some consolidation arrangement on that market. Look at today's development of competitor shares.

    Finally, I think that there is money to come for Nokia shareholders in the form of dividends.
    Sep 3 07:05 AM | 3 Likes Like |Link to Comment
  • My Take On Microsoft's Nokia Acquisition [View article]
    @author

    "The details of the acquisition are somewhat complicated and we will not know many of the details until the dust settles."

    I fully agree that there is reason for some caution. There might be some overreactions in share price because shorts need to leave their positions quickly, but also since it's not a done deal yet.

    But I consider the risks to be very limited. Bernstein, which was one of the real and very consistent bears was one of the first after the news to adopt a more neutral position (which undoubtedly was needed not least for face-saving reasons). Pension funds and other major Investors will now start looking at Nokia with other, more interested, eyes.

    Let's wait until the dust settles concerning the deal. But before that there will be other events, like the upcoming presentation of tablets/phablets, which will continue to keep Nokia in the limelight, not least on the important but so reluctant US market.
    Sep 3 05:32 AM | 5 Likes Like |Link to Comment
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