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  • Nokia Shares Have Disappointed Since The Beginning Of 2014  [View article]
    The stock price has certainly been a disapointment for the year. But if we take the divident into account, stock is near 6 eur. That is, close to recent highs.

    Price is now just above 200 MA.

    Business is ok.

    Volumes has not been that great lately, way below average. The Company can start it's buy-back program next week after q2 result is out. That includes max 370 M shares and 1,25 billion eur.

    IMO, this could take price above previous 6 eur resistance and to new recent highs.
    Jul 16, 2014. 04:17 PM | 9 Likes Like |Link to Comment
  • Will Apple's iPhone 5C Kill Nokia?  [View article]
    I think it may hurt Apple itself. If you can get Apple phone that works well for half a price versus previous Apple phones, I think many would buy that "cheaper" model.

    If the price is 400$ it may be cheap Apple but actually that's no cheap. 520 pays 100$, that's cheap!
    Aug 1, 2013. 02:16 AM | 1 Like Like |Link to Comment
  • How Much Should Microsoft Pay For Nokia?  [View article]
    Smartphones are currently about 25% of the company sales, if I remember right, making 3,5 billion compared to the current share price. However, smartphones are growing with great speed, about 30% in q/q. If this continues, like it seems to, Nokia could sell around 15 million Lumias in q4 Christmas season.
    Anyway, even 3,5 billion is way too little, and I expect the share price skyrocket in next 12 months. I don't think shareholders will approve the selling of the smartphone division, at least not at the price near 2 billion or 3,5 billion. It must be much much higher. Soon we will have q2 results.
    Jul 1, 2013. 09:07 AM | Likes Like |Link to Comment
  • Nokia (NOK) +2.6% AH after the WSJ reports Microsoft (MSFT) held advanced talks to buy Nokia's phone business, and was "close to an oral agreement" at one point, but adds discussions broke down in part due to price and concerns about Nokia's competitive positioning. One source says the talks "took place as recently as this month, but aren't likely to be revived."  [View news story]
    Breaking news!

    According to the Finnish Broadcasting Company YLE Nokia's Board of Directors has been meeting yesterday, Wednesday, and there is another meeting scheduled for today, and/or at least some members are standby even today!

    Link:
    http://bit.ly/12XL4qZ
    Jun 20, 2013. 11:37 AM | Likes Like |Link to Comment
  • Nokia (NOK) +2.6% AH after the WSJ reports Microsoft (MSFT) held advanced talks to buy Nokia's phone business, and was "close to an oral agreement" at one point, but adds discussions broke down in part due to price and concerns about Nokia's competitive positioning. One source says the talks "took place as recently as this month, but aren't likely to be revived."  [View news story]
    Part "discussions broke down in part due to price and concerns about Nokia's competitive positioning" does not sound convincing.

    Nokia is not that expensive even with massive premium, and secondly MS has lot of cash.

    "Competitive position", really? I mean what that means?
    - Is it a drawback to MS that Nokia uses Windows Phone as its OS? (Do they really want to invest into an Android manufacturer to be more "competitive"?).
    If MS wants to shine in phone business, it is trough WP and whether that OS succeeds or not, and if we look which manufacturer is selling WP phones and is gaining market share for WP, that is Nokia.

    So, in my view, Nokia is for MS the horse to bet, and it is actually the only horse. They should invest in nokia (be that marketing or acquisition) anyway if MS wants to gain more market share and more rapidly.

    So, I really do not understand either reason, "price" or "competitive positioning".

    Moreover, Nokia should be better off by staying as it is, as individual company. At least for shareholders in long term...
    Jun 20, 2013. 03:14 AM | 1 Like Like |Link to Comment
  • More on Nokia (NOK) Q1: net profit adjusted for non-cash items €323M; net sales -20% on year and -27% on quarter. Operating loss €150M vs loss of €1.34B a year earlier; non-IFRS operating profit €181M vs loss of €258M. Lumia volumes +27% on quarter to 5.6M units. Mobile phones Q1 volume -30% on quarter to 55.8M, "reflecting competitive industry dynamics and an estimated higher than normal seasonal decline." Shares -5.6%. (PR[View news story]
    Symbian units from 2,2M to 0,5M q2q. From now on, Symbian sales really do not have any relevance, or actually, the 12q4 was the last q they had.
    And Lumia units sale is expected to grown more than +27% in q2. That is more than 1,5M units. Easily covering any future drop in Symbian sale.
    Apr 18, 2013. 07:35 AM | 4 Likes Like |Link to Comment
  • Nokia May Announce Earnings Any Day Now  [View article]
    Symbian sale is not relevant anymore, and Lumia 920 shipments actually started in g1 in higher volumes. Many 920s (most of them)that were ordered in q4 were shipped in q1. So, q1 may not usually be that good for companies, but for Nokia it may have been. The question is, did 920 sell and were they able to deliver. Surely the future looks brighter with new and cheaper models, those can really bring volumes to new levels.
    Apr 2, 2013. 08:07 AM | Likes Like |Link to Comment
  • Numbers Or No Numbers, Nokia Is A Buy  [View article]
    No point in going Android. That would destroy Nokia's Windows strategy and other things like Here navigation. I am sure, people who wants Nokia to make Android Phone would not buy Nokia even with Android. They buy Samsung and HTC etc., and maybe just "hate" Nokia.
    Apr 2, 2013. 06:20 AM | 2 Likes Like |Link to Comment
  • Nokia Lumia: No Killer Apps, Investors Lose  [View article]
    NOK is currently up while overall market is down, and what I see is that NOK stock price is ready to make a new big move up. New Asha and Lumia lines will help gaining more sales.
    Mar 22, 2013. 12:55 AM | 1 Like Like |Link to Comment
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