2026 Q1 -tulosraportti
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3 päivää sitten
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 131 | - | - | ||
| 250 | - | - | ||
| 1 388 | - | - | ||
| 116 | - | - | ||
| 1 422 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 31.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 30.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sitten · MuokattuRussell himself compares the AUM momentum, which he calls an inflection point, with Cambridge. He spent several years to reach 70 m, then he turned 70m into 700 m in 2.5 mnd. 4-5 years later 3.5 B USD under management. In HG he has spent 14 mnd to go from more or less zero to 121m, as most of it was taken out of LR after the acquisition. He has mentioned several times that he recognizes this stage as an inflection point where AUM "can" explosively increase. 1) Existing customers are outside the pipeline. 2) Customers who are in want to increase their allokering tickets. They can only increase in line with AUM growth. This pga rules on how much they can own of total AUM etc (Both ADIA and Cube follow this principle) Russell himself has mentioned Unicorn, but he has also shared his ambition that this can become the world's largest, and typ 3 times that of Cambridge. Then we are talking about over 10 B USD. Regarding AUM growth. As long as performance remains steadily positive, it will flow in. When it rains, it pours! PS: For those who have only read the report. Recommend listening to Barnali! https://vimeo.com/1196311402/5bf5214372?share=copy&fl=sv&fe=ci
·1 päivä sittenTo me, it seems like the market is struggling a bit with how to interpret the report and presentation. Clearly the base is improving with new investors and increased AUM, but at the same time very red figures and an unclear direction for BTC. The publication of S is announced during Q2, but what will it yield? Well. Can only hope......
·15 t sittenI believe the market, or rather the investors, are struggling with the fact that the company is reporting a deficit and are therefore "sitting on the fence" and want to see proof that this can be turned into positive figures.
·9 t sittenI think the market is just waiting for Snorre's next analysis before they decide.
·3 päivää sittenNow that we have gotten information that AUM is at 121M USD, what do you think AUM will be for 2-20 by the end of the year? Don't count on Syntetika.25 ääntä PäättynytLiity Nordnet Socialiin nähdäksesi tulokset150-200M20%200-250M20%250-350M20%350-500M20%500M+ (Russels estimate)20%- ·3 päivää sittenExcellent summary by Lars, supplementing with this: Here is a summary of the call: Hilbert management provided a comprehensive update on the developments following the merger with Liberty Road and described the company as being in “Hilbert version 2”. The presentation focused specifically on the asset management business, profitability, growth in assets under management (AUM), Nasdaq plans, and strategic partnerships. Key message from Russell Thompson Russell Thompson emphasized that the asset management business is at the core of Hilbert, and that the company's value ultimately depends on its ability to deliver good risk-adjusted returns (“alpha”), attract capital, and become cash flow positive. He believed that much of the negativity among some shareholders does not align with the operational development of the business. He described himself as both: * board member responsible for asset management, * a large shareholder with a long-term perspective, * and CIO for the investment business. He clearly stated that he sees Hilbert as a potential global leader in digital asset management over a multi-year horizon, and that he does not focus on short-term stock price movements. Strong growth in hedge fund AUM A key point was that hedge fund AUM had grown from 103 million USD in the Q1 presentation to 121 million USD just one week later, following new deposits of 18 million USD. The company will henceforth report hedge fund AUM monthly as a KPI. Russell also highlighted that: * if returns remain at 2025/2026 levels, * Hilbert as a group could become cash flow positive. He therefore suggested that the need for new share issues could be far less than some investors fear. Investment results and risk management Hilbert reported strong results relative to benchmark indices: * Basis Plus delivered around 9 % annualized return, * The Multi-Strategy fund was up around 30 % in five months, * while several relevant crypto strategy indices had weak or negative development. Russell emphasized that the team is deliberately running lower risk (“running cold”) due to geopolitical uncertainty, Trump risk, and general macro conditions. The strategy is defensive now, but with the expectation of higher risk-taking later if markets become more favorable. Pipeline and strategic investors Management explained that the communicated pipeline of 340 million USD represents potential new investors in various stages of dialogue and due diligence — not guaranteed deposits. They will henceforth provide more granularity around pipeline quality and maturity. At the same time, Russell stated that Hilbert is in discussions with several larger strategic investors, including: * DeFi foundations, * banks, * custodians, * and other institutional players. He suggested that some of these could potentially become very large and strategic collaborations. Integration of Enigma and Synthetica Management said that the acquisition phase is now over, and that the focus is on integration and monetization of the businesses already acquired: * Enigma's funding arbitrage technology will be integrated into Basis Plus and is expected to increase returns by around 7 % annually. * Synthetica is expected to be launched during the year, with the goal of bringing “on-chain” bitcoin capital into Hilbert's yield strategies. Nasdaq plans Jonathan Morris described the Nasdaq listing as a natural next step to: * expand the investor base, * attract American institutional investors, * gain analyst coverage, * and achieve better valuation through comparable American peers. He said that: * the only major hurdle now is the completion of the PCAOB-audit, * the process is approximately halfway completed, * and that the expected timeline is 6–10 months. The Nasdaq listing is planned as a fully underwritten IPO process with a roadshow and a smaller capital raise, even though the company, according to management, is already fully funded. Governance improvements Jonathan highlighted several governance measures: * simplification of the capital structure, * more independent board members, * establishment of audit and compensation committees, * American legal advisors, * as well as new board member Fahad Khan from Parami (12 billion USD asset manager). Overall tone Both Russell Thompson and Jonathan Morris were very optimistic about: * the development in asset management, * investor interest, * pipeline growth, * and the potential for significant scaling in the coming years. Russell concluded by saying that he is starting to notice a clear shift in momentum among investors, where several institutional players are now following each other as Hilbert builds track record and trust.
0
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.
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.
2026 Q1 -tulosraportti
Vain PDF
3 päivää sitten
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
Kirjaudu
- ·1 päivä sitten · MuokattuRussell himself compares the AUM momentum, which he calls an inflection point, with Cambridge. He spent several years to reach 70 m, then he turned 70m into 700 m in 2.5 mnd. 4-5 years later 3.5 B USD under management. In HG he has spent 14 mnd to go from more or less zero to 121m, as most of it was taken out of LR after the acquisition. He has mentioned several times that he recognizes this stage as an inflection point where AUM "can" explosively increase. 1) Existing customers are outside the pipeline. 2) Customers who are in want to increase their allokering tickets. They can only increase in line with AUM growth. This pga rules on how much they can own of total AUM etc (Both ADIA and Cube follow this principle) Russell himself has mentioned Unicorn, but he has also shared his ambition that this can become the world's largest, and typ 3 times that of Cambridge. Then we are talking about over 10 B USD. Regarding AUM growth. As long as performance remains steadily positive, it will flow in. When it rains, it pours! PS: For those who have only read the report. Recommend listening to Barnali! https://vimeo.com/1196311402/5bf5214372?share=copy&fl=sv&fe=ci
- ·1 päivä sittenTo me, it seems like the market is struggling a bit with how to interpret the report and presentation. Clearly the base is improving with new investors and increased AUM, but at the same time very red figures and an unclear direction for BTC. The publication of S is announced during Q2, but what will it yield? Well. Can only hope......·15 t sittenI believe the market, or rather the investors, are struggling with the fact that the company is reporting a deficit and are therefore "sitting on the fence" and want to see proof that this can be turned into positive figures.·9 t sittenI think the market is just waiting for Snorre's next analysis before they decide.
- ·3 päivää sittenNow that we have gotten information that AUM is at 121M USD, what do you think AUM will be for 2-20 by the end of the year? Don't count on Syntetika.25 ääntä PäättynytLiity Nordnet Socialiin nähdäksesi tulokset150-200M20%200-250M20%250-350M20%350-500M20%500M+ (Russels estimate)20%
- ·3 päivää sittenExcellent summary by Lars, supplementing with this: Here is a summary of the call: Hilbert management provided a comprehensive update on the developments following the merger with Liberty Road and described the company as being in “Hilbert version 2”. The presentation focused specifically on the asset management business, profitability, growth in assets under management (AUM), Nasdaq plans, and strategic partnerships. Key message from Russell Thompson Russell Thompson emphasized that the asset management business is at the core of Hilbert, and that the company's value ultimately depends on its ability to deliver good risk-adjusted returns (“alpha”), attract capital, and become cash flow positive. He believed that much of the negativity among some shareholders does not align with the operational development of the business. He described himself as both: * board member responsible for asset management, * a large shareholder with a long-term perspective, * and CIO for the investment business. He clearly stated that he sees Hilbert as a potential global leader in digital asset management over a multi-year horizon, and that he does not focus on short-term stock price movements. Strong growth in hedge fund AUM A key point was that hedge fund AUM had grown from 103 million USD in the Q1 presentation to 121 million USD just one week later, following new deposits of 18 million USD. The company will henceforth report hedge fund AUM monthly as a KPI. Russell also highlighted that: * if returns remain at 2025/2026 levels, * Hilbert as a group could become cash flow positive. He therefore suggested that the need for new share issues could be far less than some investors fear. Investment results and risk management Hilbert reported strong results relative to benchmark indices: * Basis Plus delivered around 9 % annualized return, * The Multi-Strategy fund was up around 30 % in five months, * while several relevant crypto strategy indices had weak or negative development. Russell emphasized that the team is deliberately running lower risk (“running cold”) due to geopolitical uncertainty, Trump risk, and general macro conditions. The strategy is defensive now, but with the expectation of higher risk-taking later if markets become more favorable. Pipeline and strategic investors Management explained that the communicated pipeline of 340 million USD represents potential new investors in various stages of dialogue and due diligence — not guaranteed deposits. They will henceforth provide more granularity around pipeline quality and maturity. At the same time, Russell stated that Hilbert is in discussions with several larger strategic investors, including: * DeFi foundations, * banks, * custodians, * and other institutional players. He suggested that some of these could potentially become very large and strategic collaborations. Integration of Enigma and Synthetica Management said that the acquisition phase is now over, and that the focus is on integration and monetization of the businesses already acquired: * Enigma's funding arbitrage technology will be integrated into Basis Plus and is expected to increase returns by around 7 % annually. * Synthetica is expected to be launched during the year, with the goal of bringing “on-chain” bitcoin capital into Hilbert's yield strategies. Nasdaq plans Jonathan Morris described the Nasdaq listing as a natural next step to: * expand the investor base, * attract American institutional investors, * gain analyst coverage, * and achieve better valuation through comparable American peers. He said that: * the only major hurdle now is the completion of the PCAOB-audit, * the process is approximately halfway completed, * and that the expected timeline is 6–10 months. The Nasdaq listing is planned as a fully underwritten IPO process with a roadshow and a smaller capital raise, even though the company, according to management, is already fully funded. Governance improvements Jonathan highlighted several governance measures: * simplification of the capital structure, * more independent board members, * establishment of audit and compensation committees, * American legal advisors, * as well as new board member Fahad Khan from Parami (12 billion USD asset manager). Overall tone Both Russell Thompson and Jonathan Morris were very optimistic about: * the development in asset management, * investor interest, * pipeline growth, * and the potential for significant scaling in the coming years. Russell concluded by saying that he is starting to notice a clear shift in momentum among investors, where several institutional players are now following each other as Hilbert builds track record and trust.
0
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 |
|---|---|---|---|---|
| 131 | - | - | ||
| 250 | - | - | ||
| 1 388 | - | - | ||
| 116 | - | - | ||
| 1 422 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 31.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 30.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
3 päivää sitten
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 31.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 30.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sitten · MuokattuRussell himself compares the AUM momentum, which he calls an inflection point, with Cambridge. He spent several years to reach 70 m, then he turned 70m into 700 m in 2.5 mnd. 4-5 years later 3.5 B USD under management. In HG he has spent 14 mnd to go from more or less zero to 121m, as most of it was taken out of LR after the acquisition. He has mentioned several times that he recognizes this stage as an inflection point where AUM "can" explosively increase. 1) Existing customers are outside the pipeline. 2) Customers who are in want to increase their allokering tickets. They can only increase in line with AUM growth. This pga rules on how much they can own of total AUM etc (Both ADIA and Cube follow this principle) Russell himself has mentioned Unicorn, but he has also shared his ambition that this can become the world's largest, and typ 3 times that of Cambridge. Then we are talking about over 10 B USD. Regarding AUM growth. As long as performance remains steadily positive, it will flow in. When it rains, it pours! PS: For those who have only read the report. Recommend listening to Barnali! https://vimeo.com/1196311402/5bf5214372?share=copy&fl=sv&fe=ci
- ·1 päivä sittenTo me, it seems like the market is struggling a bit with how to interpret the report and presentation. Clearly the base is improving with new investors and increased AUM, but at the same time very red figures and an unclear direction for BTC. The publication of S is announced during Q2, but what will it yield? Well. Can only hope......·15 t sittenI believe the market, or rather the investors, are struggling with the fact that the company is reporting a deficit and are therefore "sitting on the fence" and want to see proof that this can be turned into positive figures.·9 t sittenI think the market is just waiting for Snorre's next analysis before they decide.
- ·3 päivää sittenNow that we have gotten information that AUM is at 121M USD, what do you think AUM will be for 2-20 by the end of the year? Don't count on Syntetika.25 ääntä PäättynytLiity Nordnet Socialiin nähdäksesi tulokset150-200M20%200-250M20%250-350M20%350-500M20%500M+ (Russels estimate)20%
- ·3 päivää sittenExcellent summary by Lars, supplementing with this: Here is a summary of the call: Hilbert management provided a comprehensive update on the developments following the merger with Liberty Road and described the company as being in “Hilbert version 2”. The presentation focused specifically on the asset management business, profitability, growth in assets under management (AUM), Nasdaq plans, and strategic partnerships. Key message from Russell Thompson Russell Thompson emphasized that the asset management business is at the core of Hilbert, and that the company's value ultimately depends on its ability to deliver good risk-adjusted returns (“alpha”), attract capital, and become cash flow positive. He believed that much of the negativity among some shareholders does not align with the operational development of the business. He described himself as both: * board member responsible for asset management, * a large shareholder with a long-term perspective, * and CIO for the investment business. He clearly stated that he sees Hilbert as a potential global leader in digital asset management over a multi-year horizon, and that he does not focus on short-term stock price movements. Strong growth in hedge fund AUM A key point was that hedge fund AUM had grown from 103 million USD in the Q1 presentation to 121 million USD just one week later, following new deposits of 18 million USD. The company will henceforth report hedge fund AUM monthly as a KPI. Russell also highlighted that: * if returns remain at 2025/2026 levels, * Hilbert as a group could become cash flow positive. He therefore suggested that the need for new share issues could be far less than some investors fear. Investment results and risk management Hilbert reported strong results relative to benchmark indices: * Basis Plus delivered around 9 % annualized return, * The Multi-Strategy fund was up around 30 % in five months, * while several relevant crypto strategy indices had weak or negative development. Russell emphasized that the team is deliberately running lower risk (“running cold”) due to geopolitical uncertainty, Trump risk, and general macro conditions. The strategy is defensive now, but with the expectation of higher risk-taking later if markets become more favorable. Pipeline and strategic investors Management explained that the communicated pipeline of 340 million USD represents potential new investors in various stages of dialogue and due diligence — not guaranteed deposits. They will henceforth provide more granularity around pipeline quality and maturity. At the same time, Russell stated that Hilbert is in discussions with several larger strategic investors, including: * DeFi foundations, * banks, * custodians, * and other institutional players. He suggested that some of these could potentially become very large and strategic collaborations. Integration of Enigma and Synthetica Management said that the acquisition phase is now over, and that the focus is on integration and monetization of the businesses already acquired: * Enigma's funding arbitrage technology will be integrated into Basis Plus and is expected to increase returns by around 7 % annually. * Synthetica is expected to be launched during the year, with the goal of bringing “on-chain” bitcoin capital into Hilbert's yield strategies. Nasdaq plans Jonathan Morris described the Nasdaq listing as a natural next step to: * expand the investor base, * attract American institutional investors, * gain analyst coverage, * and achieve better valuation through comparable American peers. He said that: * the only major hurdle now is the completion of the PCAOB-audit, * the process is approximately halfway completed, * and that the expected timeline is 6–10 months. The Nasdaq listing is planned as a fully underwritten IPO process with a roadshow and a smaller capital raise, even though the company, according to management, is already fully funded. Governance improvements Jonathan highlighted several governance measures: * simplification of the capital structure, * more independent board members, * establishment of audit and compensation committees, * American legal advisors, * as well as new board member Fahad Khan from Parami (12 billion USD asset manager). Overall tone Both Russell Thompson and Jonathan Morris were very optimistic about: * the development in asset management, * investor interest, * pipeline growth, * and the potential for significant scaling in the coming years. Russell concluded by saying that he is starting to notice a clear shift in momentum among investors, where several institutional players are now following each other as Hilbert builds track record and trust.
0
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 |
|---|---|---|---|---|
| 131 | - | - | ||
| 250 | - | - | ||
| 1 388 | - | - | ||
| 116 | - | - | ||
| 1 422 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt