2026 Q2 -tulosraportti
UUTTA
3 päivää sitten
‧16 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 400 | - | - | ||
| 10 843 | - | - | ||
| 7 566 | - | - | ||
| 35 000 | - | - | ||
| 9 500 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on 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 |
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
·7 t sittenTime to buy up ...crypto heading strongly upwards now and ... I think the price is oversold... we'll see if it becomes a good deal.😂
I believe many who have sold have also done so to realize tax deductions for 2026.? Take the loss to get back on taxes and possibly buy back if one wishes to remain exposed. If one has bought between 6-14, it's just as well to take the loss and secure the deduction on taxes and possibly buy back.
·7 t sittenI've been very busy lately, so I haven't had time to participate in discussions, but I've read most of what has been written. I agree with some, but not everything that is written. Here are my thoughts on the pricing and liquidity of the company. Pricing and AUM First, I believe the pricing is not deserved. Yes, it could have been deserved if this was a half-year of "normal operations" and the company showed these numbers. That would have been a crisis. But that's not the case here. We know that the first half has been slow on the revenue side and we know that inflow to crypto has been out-of-flavour, so it's normal for AUM to stagnate. It's part of the cycle in the bear market. So if you think the bear market in crypto will continue, then sell. It's that simple. I believe the bear market will turn this autumn. I won't give a timeline here, but I have some thoughts on how it will play out during the autumn. And with that, I also believe that interest in crypto investments for portfolios will return. AM is not linear as many believe. Most have a mandate to set positions of 10-20-50-100M USD. So when AUM comes in, it can come in large chunks at a time. What they need is DD and performance. They have shown that they have DD in place (ref SWF) and they have crushed peers in performance over the last half year. Now RT has said that risk should go up, and then performance usually goes up towards 1% per month on average. A sign of this initially will be that monthly performance goes over 0,5%. Changing the risk profile up to full is a process, not just something that happens overnight. Cash and liquidity Yes, here I agree that it was silly to have one number in the report and one in HG's presentation. Not the first time they make that mistake and it's annoying that they can't double-check such things before releasing them… As I understand it, the report is correct in connection with the bank balance at the end of Q2. But do you remember that an emission was made in Q2 which was later changed to a slightly larger amount in Q3? This has meant that much of the money emitted in Q2 was not paid in until Q3. Therefore, it is correct that the bank balance is lower than what Barnali reports at 5,5M USD. But it is still correct, because Barnali did not report it as bank, she reported it as "net available liquidity" which then includes the receivables they have against the emission. So when this was settled in Q3, they received the equivalent of 5,5M USD. I will hedge myself here and say that this may be wrong, but that is what I and ChatGPT have come up with. They don't say 5,5M USD without it being calculated from somewhere, and this matches the numbers in the report and what we know regarding changes from the emission in May. Yes, this became unclear in terms of periodization when they change an emission in the quarter afterwards, but it is cheaper than setting up a new emission for a small amount. We will get the definitive answer on 9/9. I also agree that there is always a "dilution risk" in such volatile growth companies. I agree that it seems like a big threat when the company does not report good numbers. But the company would not have issued a PM stating that there will be no emission, if they didn't mean it. And then one has to make an assessment of whether to trust the management. I can only say that I believe the management means it when they say it. And I can be honest that they are bad at communicating if they believe the basis from the previous assessment has changed. But we cannot control everything they do. They have an option program that means they only get a bonus worth something if the stock performs well (in the end). They don't make good money unless they do such a good job that we also make money. So for those who complain about insider buying, rather read up on how large the ESOP program was set to. Then you will understand that they have skin in the game. Open for discussion if anyone wants to!
·9 t sitten · Muokattuhttps://www.euromoney.com/article/27bjsstsqxhkmh0njjrdt/foreign-exchange/em-currency-star-cambridge-strategies-sees-opportunity-as-risk-on-risk-off-fades/ He has done this before, even in tough markets! Does it all boil down to whether one believes they will get more AUM going forward? If one believes that, then buy. If one does not believe that, then one should sell. The capital is out there. So if not the fund that performs best in its sector, then who should get it?Yes, the case is probably relatively binary in this assessment. And that's a correct way to think if one wants to make it as simple as possible. At the same time, it's not right to judge the company on AUM in a half-year that has been so poor macro-wise. Performance has proven good relative to peers, so it is very likely that many are looking Hilbert's way. Either by completing DD or starting DD. I therefore still believe that the company should be valued going forward. Especially growth companies like this.
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.
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 756 487 | 1 756 487 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 100 000 | 100 000 | 0 | 100 000 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 756 487 | 1 756 487 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 100 000 | 100 000 | 0 | 100 000 |
2026 Q2 -tulosraportti
UUTTA
3 päivää sitten
‧16 min
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
- ·7 t sittenTime to buy up ...crypto heading strongly upwards now and ... I think the price is oversold... we'll see if it becomes a good deal.😂I believe many who have sold have also done so to realize tax deductions for 2026.? Take the loss to get back on taxes and possibly buy back if one wishes to remain exposed. If one has bought between 6-14, it's just as well to take the loss and secure the deduction on taxes and possibly buy back.
- ·7 t sittenI've been very busy lately, so I haven't had time to participate in discussions, but I've read most of what has been written. I agree with some, but not everything that is written. Here are my thoughts on the pricing and liquidity of the company. Pricing and AUM First, I believe the pricing is not deserved. Yes, it could have been deserved if this was a half-year of "normal operations" and the company showed these numbers. That would have been a crisis. But that's not the case here. We know that the first half has been slow on the revenue side and we know that inflow to crypto has been out-of-flavour, so it's normal for AUM to stagnate. It's part of the cycle in the bear market. So if you think the bear market in crypto will continue, then sell. It's that simple. I believe the bear market will turn this autumn. I won't give a timeline here, but I have some thoughts on how it will play out during the autumn. And with that, I also believe that interest in crypto investments for portfolios will return. AM is not linear as many believe. Most have a mandate to set positions of 10-20-50-100M USD. So when AUM comes in, it can come in large chunks at a time. What they need is DD and performance. They have shown that they have DD in place (ref SWF) and they have crushed peers in performance over the last half year. Now RT has said that risk should go up, and then performance usually goes up towards 1% per month on average. A sign of this initially will be that monthly performance goes over 0,5%. Changing the risk profile up to full is a process, not just something that happens overnight. Cash and liquidity Yes, here I agree that it was silly to have one number in the report and one in HG's presentation. Not the first time they make that mistake and it's annoying that they can't double-check such things before releasing them… As I understand it, the report is correct in connection with the bank balance at the end of Q2. But do you remember that an emission was made in Q2 which was later changed to a slightly larger amount in Q3? This has meant that much of the money emitted in Q2 was not paid in until Q3. Therefore, it is correct that the bank balance is lower than what Barnali reports at 5,5M USD. But it is still correct, because Barnali did not report it as bank, she reported it as "net available liquidity" which then includes the receivables they have against the emission. So when this was settled in Q3, they received the equivalent of 5,5M USD. I will hedge myself here and say that this may be wrong, but that is what I and ChatGPT have come up with. They don't say 5,5M USD without it being calculated from somewhere, and this matches the numbers in the report and what we know regarding changes from the emission in May. Yes, this became unclear in terms of periodization when they change an emission in the quarter afterwards, but it is cheaper than setting up a new emission for a small amount. We will get the definitive answer on 9/9. I also agree that there is always a "dilution risk" in such volatile growth companies. I agree that it seems like a big threat when the company does not report good numbers. But the company would not have issued a PM stating that there will be no emission, if they didn't mean it. And then one has to make an assessment of whether to trust the management. I can only say that I believe the management means it when they say it. And I can be honest that they are bad at communicating if they believe the basis from the previous assessment has changed. But we cannot control everything they do. They have an option program that means they only get a bonus worth something if the stock performs well (in the end). They don't make good money unless they do such a good job that we also make money. So for those who complain about insider buying, rather read up on how large the ESOP program was set to. Then you will understand that they have skin in the game. Open for discussion if anyone wants to!
- ·9 t sitten · Muokattuhttps://www.euromoney.com/article/27bjsstsqxhkmh0njjrdt/foreign-exchange/em-currency-star-cambridge-strategies-sees-opportunity-as-risk-on-risk-off-fades/ He has done this before, even in tough markets! Does it all boil down to whether one believes they will get more AUM going forward? If one believes that, then buy. If one does not believe that, then one should sell. The capital is out there. So if not the fund that performs best in its sector, then who should get it?Yes, the case is probably relatively binary in this assessment. And that's a correct way to think if one wants to make it as simple as possible. At the same time, it's not right to judge the company on AUM in a half-year that has been so poor macro-wise. Performance has proven good relative to peers, so it is very likely that many are looking Hilbert's way. Either by completing DD or starting DD. I therefore still believe that the company should be valued going forward. Especially growth companies like this.
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 |
|---|---|---|---|---|
| 9 400 | - | - | ||
| 10 843 | - | - | ||
| 7 566 | - | - | ||
| 35 000 | - | - | ||
| 9 500 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on 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 |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 756 487 | 1 756 487 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 100 000 | 100 000 | 0 | 100 000 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 756 487 | 1 756 487 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 100 000 | 100 000 | 0 | 100 000 |
2026 Q2 -tulosraportti
UUTTA
3 päivää sitten
‧16 min
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 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenTime to buy up ...crypto heading strongly upwards now and ... I think the price is oversold... we'll see if it becomes a good deal.😂I believe many who have sold have also done so to realize tax deductions for 2026.? Take the loss to get back on taxes and possibly buy back if one wishes to remain exposed. If one has bought between 6-14, it's just as well to take the loss and secure the deduction on taxes and possibly buy back.
- ·7 t sittenI've been very busy lately, so I haven't had time to participate in discussions, but I've read most of what has been written. I agree with some, but not everything that is written. Here are my thoughts on the pricing and liquidity of the company. Pricing and AUM First, I believe the pricing is not deserved. Yes, it could have been deserved if this was a half-year of "normal operations" and the company showed these numbers. That would have been a crisis. But that's not the case here. We know that the first half has been slow on the revenue side and we know that inflow to crypto has been out-of-flavour, so it's normal for AUM to stagnate. It's part of the cycle in the bear market. So if you think the bear market in crypto will continue, then sell. It's that simple. I believe the bear market will turn this autumn. I won't give a timeline here, but I have some thoughts on how it will play out during the autumn. And with that, I also believe that interest in crypto investments for portfolios will return. AM is not linear as many believe. Most have a mandate to set positions of 10-20-50-100M USD. So when AUM comes in, it can come in large chunks at a time. What they need is DD and performance. They have shown that they have DD in place (ref SWF) and they have crushed peers in performance over the last half year. Now RT has said that risk should go up, and then performance usually goes up towards 1% per month on average. A sign of this initially will be that monthly performance goes over 0,5%. Changing the risk profile up to full is a process, not just something that happens overnight. Cash and liquidity Yes, here I agree that it was silly to have one number in the report and one in HG's presentation. Not the first time they make that mistake and it's annoying that they can't double-check such things before releasing them… As I understand it, the report is correct in connection with the bank balance at the end of Q2. But do you remember that an emission was made in Q2 which was later changed to a slightly larger amount in Q3? This has meant that much of the money emitted in Q2 was not paid in until Q3. Therefore, it is correct that the bank balance is lower than what Barnali reports at 5,5M USD. But it is still correct, because Barnali did not report it as bank, she reported it as "net available liquidity" which then includes the receivables they have against the emission. So when this was settled in Q3, they received the equivalent of 5,5M USD. I will hedge myself here and say that this may be wrong, but that is what I and ChatGPT have come up with. They don't say 5,5M USD without it being calculated from somewhere, and this matches the numbers in the report and what we know regarding changes from the emission in May. Yes, this became unclear in terms of periodization when they change an emission in the quarter afterwards, but it is cheaper than setting up a new emission for a small amount. We will get the definitive answer on 9/9. I also agree that there is always a "dilution risk" in such volatile growth companies. I agree that it seems like a big threat when the company does not report good numbers. But the company would not have issued a PM stating that there will be no emission, if they didn't mean it. And then one has to make an assessment of whether to trust the management. I can only say that I believe the management means it when they say it. And I can be honest that they are bad at communicating if they believe the basis from the previous assessment has changed. But we cannot control everything they do. They have an option program that means they only get a bonus worth something if the stock performs well (in the end). They don't make good money unless they do such a good job that we also make money. So for those who complain about insider buying, rather read up on how large the ESOP program was set to. Then you will understand that they have skin in the game. Open for discussion if anyone wants to!
- ·9 t sitten · Muokattuhttps://www.euromoney.com/article/27bjsstsqxhkmh0njjrdt/foreign-exchange/em-currency-star-cambridge-strategies-sees-opportunity-as-risk-on-risk-off-fades/ He has done this before, even in tough markets! Does it all boil down to whether one believes they will get more AUM going forward? If one believes that, then buy. If one does not believe that, then one should sell. The capital is out there. So if not the fund that performs best in its sector, then who should get it?Yes, the case is probably relatively binary in this assessment. And that's a correct way to think if one wants to make it as simple as possible. At the same time, it's not right to judge the company on AUM in a half-year that has been so poor macro-wise. Performance has proven good relative to peers, so it is very likely that many are looking Hilbert's way. Either by completing DD or starting DD. I therefore still believe that the company should be valued going forward. Especially growth companies like this.
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 |
|---|---|---|---|---|
| 9 400 | - | - | ||
| 10 843 | - | - | ||
| 7 566 | - | - | ||
| 35 000 | - | - | ||
| 9 500 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 756 487 | 1 756 487 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 100 000 | 100 000 | 0 | 100 000 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 756 487 | 1 756 487 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 100 000 | 100 000 | 0 | 100 000 |