2026 Q2 - tulosraportti
55 päivää sitten
‧16 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 325 | - | - | ||
| 146 | - | - | ||
| 88 | - | - | ||
| 146 | - | - | ||
| 25 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 31.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 31.3. | ||
2025 Q3 - tulosraportti 28.11.2025 | ||
2025 Q2 - tulosraportti 29.8.2025 |
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·4 t sittenGreat news!! Confirmed that a second Sovereign Wealth Fund (SWF) is allocating to Hilbert! Link is provided at the bottom for those who want to check it out. What is one of the few things better than an SWF? Having 2 SWFs allocate capital! SWFs are considered the stickiest and most difficult capital available in the asset manager market. They are notoriously strict about the requirements they place on managers regarding legal, structure, procedures, security, returns, and not least risk management. Having one SWF allocate shows trust from the market that Hilbert is on the right track. Having 2 SWF allocate is direct proof that they are doing everything right. This is the ultimate proof-of-concept! Anna Dinescu, a partner at Hilbert, says the second SWF will allocate next month. The recording is from September, so I assume they are allocating now in October. This is not the first time they talk about allocation from large players, but as she says here, it takes time. She says this client took 7-8 months so it is someone they have been in contact with since early spring. Probably one of those thought about when there was talk about large players this summer. Quality takes time, but quality is sticky and does not withdraw capital once it is on board. She does not mention the total for the allocation. I do not think it is very large since it is probably the first allocation. Probably 1-5M USD, but we will get the answer to that at KPI. The important thing is that she mentions an average ticket for these players is 50M and that no one will be more than 20% of total AUM, which should be calculated without Xapo. This means two things. The first is that neither of the two SWF has allocated a "normal" ticket for them yet. So even though we have one SWF in already, it is far from factored into today's AUM level. The second is that when one increases, it leaves more room for others to increase as well (due to the 20% cap), which in turn allows the first one to allocate even more again. This is the big ketchup effect that many have talked about. First little comes out of the bottle, before suddenly a lot comes and squirts everywhere. This effect comes out much better with several large players than just one. With 50M tickets, these are not fully subscribed until basis+ is 250M. I believe these sit and get monthly updates from Hilbert and are ready for more capital to come in before they want to increase their own. Therefore, I believe the path to 250M is not far away when large players are standing knocking on the door to come with more. Many think in a linear fashion, but AUM moves where other AUM goes. Therefore, it is not a normal distribution. Those who get a lot usually get everything they want and close for more deposits when they cannot take more. What Hilbert does is start with the hardest capital existing in the market. When they manage to bring in 2 SWF, there is no other customer who has any reason to demand more requirements on how Hilbert manages capital. Hilbert thinks long-term from day 1. All other customers are easy targets for Hilbert in the coming years! In short: Wow! Source: https://youtu.be/b2WKiQmf7E8?is=vrAIx7EmvFi1WUIU Fast forward to 15:45 and hear the answer from Anna who is a partner in Hilbert Group.
Hard to get bigger news! Biggest since ADIA in my book. Is totally wild, and as you yourself say ultimate proof of concept. Pretty impressive that they get in the "hardest" money first, and in addition land an SWF during demanding macro. These are the funds with the strictest requirements during due diligence. By comparison, Russell worked diligently to land SWF (e.g. ADIA) in his approx 20 years in Cambridge, but never managed it. Hilbert now has 2 X SWF and Russell has been with Hilbert for a total of 1.5 years. In Cambridge there were 0 SWF in 20 years. Nevertheless they grew to 3.5 B US. In Cambridge it took 2.5 years to get to 100 m in AUM. This to compare with where we now stand in Hilbert right under 100 m in AUM. For Cambridge it further took approx 2.5 months to grow from 100 to 700 m US in AUM. What the SWF particularly contributes with is tailwind when the fund reaches a certain size. They will normally, as Anna clearly states, own approx 20% of the total fund, and then steadily increase their allocation in line with the fund growing. Have spoken with the company and this is confirmed! Likely comes no PR since this type of customer is concerned with confidentiality.
·1 päivä sittenAttaching estimates for respectively q4, q1 + q2 2026. Very simply and simplified illustrated. Assumptions: 10% return basis+ 35% return E1 Btc price cur. Cost base comes down to the company's estimate and gets full effect from all of q4 Fee paying aum is a bit above the middle of the interval the company has presented at investor update (E1 is separate due to set 2/30 fee structure). Using this as base case, and according to this it looks like q3 next year goes to break even. Triggers that can change the entire calculation are: Hilbert finance gets a substantial loan book (can mica contribute positively here? Assuming and hoping so). Change in sentiment and btc price. This goes both ways. Have most faith in upwards, and think 85-90K per btc at the end of the year. Pure guess on my part. Still find it eerie with the world's macro picture we see cur. Larger tickets at 20+ musd which we have heard a lot about. This I believe when I see it. Clear-cut upside trigger. If E1 fills up faster, it will matter a bit, but they still have to deliver return per factsheet. Have provisionally set it "low" at 35% until we get more data. Very excited about whether they have managed to reduce cost for q3, and how they communicate/define pipeline and conversion of it.
·2 päivää sittenYet another exciting milestone for Hilbert Group! Syntetika Vaults are now live on Fordefi Earn, with 18 million USD in reported AUM and 9.62 % APY. The most interesting part is the distribution towards institutional investors and the opportunities for further capital growth. Hilbert is steadily building multiple legs to stand on. This could become truly interesting going forward!My message was also deleted. Quite incredible that he gets away with it, when it is such obvious market manipulation.- ·3 päivää sittenDo not google the BTC price now! Then you might get a dangerous virus called FOMO!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
55 päivää sitten
‧16 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·4 t sittenGreat news!! Confirmed that a second Sovereign Wealth Fund (SWF) is allocating to Hilbert! Link is provided at the bottom for those who want to check it out. What is one of the few things better than an SWF? Having 2 SWFs allocate capital! SWFs are considered the stickiest and most difficult capital available in the asset manager market. They are notoriously strict about the requirements they place on managers regarding legal, structure, procedures, security, returns, and not least risk management. Having one SWF allocate shows trust from the market that Hilbert is on the right track. Having 2 SWF allocate is direct proof that they are doing everything right. This is the ultimate proof-of-concept! Anna Dinescu, a partner at Hilbert, says the second SWF will allocate next month. The recording is from September, so I assume they are allocating now in October. This is not the first time they talk about allocation from large players, but as she says here, it takes time. She says this client took 7-8 months so it is someone they have been in contact with since early spring. Probably one of those thought about when there was talk about large players this summer. Quality takes time, but quality is sticky and does not withdraw capital once it is on board. She does not mention the total for the allocation. I do not think it is very large since it is probably the first allocation. Probably 1-5M USD, but we will get the answer to that at KPI. The important thing is that she mentions an average ticket for these players is 50M and that no one will be more than 20% of total AUM, which should be calculated without Xapo. This means two things. The first is that neither of the two SWF has allocated a "normal" ticket for them yet. So even though we have one SWF in already, it is far from factored into today's AUM level. The second is that when one increases, it leaves more room for others to increase as well (due to the 20% cap), which in turn allows the first one to allocate even more again. This is the big ketchup effect that many have talked about. First little comes out of the bottle, before suddenly a lot comes and squirts everywhere. This effect comes out much better with several large players than just one. With 50M tickets, these are not fully subscribed until basis+ is 250M. I believe these sit and get monthly updates from Hilbert and are ready for more capital to come in before they want to increase their own. Therefore, I believe the path to 250M is not far away when large players are standing knocking on the door to come with more. Many think in a linear fashion, but AUM moves where other AUM goes. Therefore, it is not a normal distribution. Those who get a lot usually get everything they want and close for more deposits when they cannot take more. What Hilbert does is start with the hardest capital existing in the market. When they manage to bring in 2 SWF, there is no other customer who has any reason to demand more requirements on how Hilbert manages capital. Hilbert thinks long-term from day 1. All other customers are easy targets for Hilbert in the coming years! In short: Wow! Source: https://youtu.be/b2WKiQmf7E8?is=vrAIx7EmvFi1WUIU Fast forward to 15:45 and hear the answer from Anna who is a partner in Hilbert Group.Hard to get bigger news! Biggest since ADIA in my book. Is totally wild, and as you yourself say ultimate proof of concept. Pretty impressive that they get in the "hardest" money first, and in addition land an SWF during demanding macro. These are the funds with the strictest requirements during due diligence. By comparison, Russell worked diligently to land SWF (e.g. ADIA) in his approx 20 years in Cambridge, but never managed it. Hilbert now has 2 X SWF and Russell has been with Hilbert for a total of 1.5 years. In Cambridge there were 0 SWF in 20 years. Nevertheless they grew to 3.5 B US. In Cambridge it took 2.5 years to get to 100 m in AUM. This to compare with where we now stand in Hilbert right under 100 m in AUM. For Cambridge it further took approx 2.5 months to grow from 100 to 700 m US in AUM. What the SWF particularly contributes with is tailwind when the fund reaches a certain size. They will normally, as Anna clearly states, own approx 20% of the total fund, and then steadily increase their allocation in line with the fund growing. Have spoken with the company and this is confirmed! Likely comes no PR since this type of customer is concerned with confidentiality.
- ·1 päivä sittenAttaching estimates for respectively q4, q1 + q2 2026. Very simply and simplified illustrated. Assumptions: 10% return basis+ 35% return E1 Btc price cur. Cost base comes down to the company's estimate and gets full effect from all of q4 Fee paying aum is a bit above the middle of the interval the company has presented at investor update (E1 is separate due to set 2/30 fee structure). Using this as base case, and according to this it looks like q3 next year goes to break even. Triggers that can change the entire calculation are: Hilbert finance gets a substantial loan book (can mica contribute positively here? Assuming and hoping so). Change in sentiment and btc price. This goes both ways. Have most faith in upwards, and think 85-90K per btc at the end of the year. Pure guess on my part. Still find it eerie with the world's macro picture we see cur. Larger tickets at 20+ musd which we have heard a lot about. This I believe when I see it. Clear-cut upside trigger. If E1 fills up faster, it will matter a bit, but they still have to deliver return per factsheet. Have provisionally set it "low" at 35% until we get more data. Very excited about whether they have managed to reduce cost for q3, and how they communicate/define pipeline and conversion of it.
- ·2 päivää sittenYet another exciting milestone for Hilbert Group! Syntetika Vaults are now live on Fordefi Earn, with 18 million USD in reported AUM and 9.62 % APY. The most interesting part is the distribution towards institutional investors and the opportunities for further capital growth. Hilbert is steadily building multiple legs to stand on. This could become truly interesting going forward!My message was also deleted. Quite incredible that he gets away with it, when it is such obvious market manipulation.
- ·3 päivää sittenDo not google the BTC price now! Then you might get a dangerous virus called FOMO!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 325 | - | - | ||
| 146 | - | - | ||
| 88 | - | - | ||
| 146 | - | - | ||
| 25 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 31.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 31.3. | ||
2025 Q3 - tulosraportti 28.11.2025 | ||
2025 Q2 - tulosraportti 29.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
55 päivää sitten
‧16 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 31.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 31.3. | ||
2025 Q3 - tulosraportti 28.11.2025 | ||
2025 Q2 - tulosraportti 29.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·4 t sittenGreat news!! Confirmed that a second Sovereign Wealth Fund (SWF) is allocating to Hilbert! Link is provided at the bottom for those who want to check it out. What is one of the few things better than an SWF? Having 2 SWFs allocate capital! SWFs are considered the stickiest and most difficult capital available in the asset manager market. They are notoriously strict about the requirements they place on managers regarding legal, structure, procedures, security, returns, and not least risk management. Having one SWF allocate shows trust from the market that Hilbert is on the right track. Having 2 SWF allocate is direct proof that they are doing everything right. This is the ultimate proof-of-concept! Anna Dinescu, a partner at Hilbert, says the second SWF will allocate next month. The recording is from September, so I assume they are allocating now in October. This is not the first time they talk about allocation from large players, but as she says here, it takes time. She says this client took 7-8 months so it is someone they have been in contact with since early spring. Probably one of those thought about when there was talk about large players this summer. Quality takes time, but quality is sticky and does not withdraw capital once it is on board. She does not mention the total for the allocation. I do not think it is very large since it is probably the first allocation. Probably 1-5M USD, but we will get the answer to that at KPI. The important thing is that she mentions an average ticket for these players is 50M and that no one will be more than 20% of total AUM, which should be calculated without Xapo. This means two things. The first is that neither of the two SWF has allocated a "normal" ticket for them yet. So even though we have one SWF in already, it is far from factored into today's AUM level. The second is that when one increases, it leaves more room for others to increase as well (due to the 20% cap), which in turn allows the first one to allocate even more again. This is the big ketchup effect that many have talked about. First little comes out of the bottle, before suddenly a lot comes and squirts everywhere. This effect comes out much better with several large players than just one. With 50M tickets, these are not fully subscribed until basis+ is 250M. I believe these sit and get monthly updates from Hilbert and are ready for more capital to come in before they want to increase their own. Therefore, I believe the path to 250M is not far away when large players are standing knocking on the door to come with more. Many think in a linear fashion, but AUM moves where other AUM goes. Therefore, it is not a normal distribution. Those who get a lot usually get everything they want and close for more deposits when they cannot take more. What Hilbert does is start with the hardest capital existing in the market. When they manage to bring in 2 SWF, there is no other customer who has any reason to demand more requirements on how Hilbert manages capital. Hilbert thinks long-term from day 1. All other customers are easy targets for Hilbert in the coming years! In short: Wow! Source: https://youtu.be/b2WKiQmf7E8?is=vrAIx7EmvFi1WUIU Fast forward to 15:45 and hear the answer from Anna who is a partner in Hilbert Group.Hard to get bigger news! Biggest since ADIA in my book. Is totally wild, and as you yourself say ultimate proof of concept. Pretty impressive that they get in the "hardest" money first, and in addition land an SWF during demanding macro. These are the funds with the strictest requirements during due diligence. By comparison, Russell worked diligently to land SWF (e.g. ADIA) in his approx 20 years in Cambridge, but never managed it. Hilbert now has 2 X SWF and Russell has been with Hilbert for a total of 1.5 years. In Cambridge there were 0 SWF in 20 years. Nevertheless they grew to 3.5 B US. In Cambridge it took 2.5 years to get to 100 m in AUM. This to compare with where we now stand in Hilbert right under 100 m in AUM. For Cambridge it further took approx 2.5 months to grow from 100 to 700 m US in AUM. What the SWF particularly contributes with is tailwind when the fund reaches a certain size. They will normally, as Anna clearly states, own approx 20% of the total fund, and then steadily increase their allocation in line with the fund growing. Have spoken with the company and this is confirmed! Likely comes no PR since this type of customer is concerned with confidentiality.
- ·1 päivä sittenAttaching estimates for respectively q4, q1 + q2 2026. Very simply and simplified illustrated. Assumptions: 10% return basis+ 35% return E1 Btc price cur. Cost base comes down to the company's estimate and gets full effect from all of q4 Fee paying aum is a bit above the middle of the interval the company has presented at investor update (E1 is separate due to set 2/30 fee structure). Using this as base case, and according to this it looks like q3 next year goes to break even. Triggers that can change the entire calculation are: Hilbert finance gets a substantial loan book (can mica contribute positively here? Assuming and hoping so). Change in sentiment and btc price. This goes both ways. Have most faith in upwards, and think 85-90K per btc at the end of the year. Pure guess on my part. Still find it eerie with the world's macro picture we see cur. Larger tickets at 20+ musd which we have heard a lot about. This I believe when I see it. Clear-cut upside trigger. If E1 fills up faster, it will matter a bit, but they still have to deliver return per factsheet. Have provisionally set it "low" at 35% until we get more data. Very excited about whether they have managed to reduce cost for q3, and how they communicate/define pipeline and conversion of it.
- ·2 päivää sittenYet another exciting milestone for Hilbert Group! Syntetika Vaults are now live on Fordefi Earn, with 18 million USD in reported AUM and 9.62 % APY. The most interesting part is the distribution towards institutional investors and the opportunities for further capital growth. Hilbert is steadily building multiple legs to stand on. This could become truly interesting going forward!My message was also deleted. Quite incredible that he gets away with it, when it is such obvious market manipulation.
- ·3 päivää sittenDo not google the BTC price now! Then you might get a dangerous virus called FOMO!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 325 | - | - | ||
| 146 | - | - | ||
| 88 | - | - | ||
| 146 | - | - | ||
| 25 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt