2026 Q2 - tulosraportti
41 päivää sitten
‧16 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 000 | - | - | ||
| 1 489 | - | - | ||
| 6 111 | - | - | ||
| 2 576 | - | - | ||
| 1 293 | - | - |
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 |
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
·3 t sittenHilbert is perhaps closer to cash break even (CBE) than one might think. Let me present two scenarios that I believe are likely before year-end this year. Scenario 1 is conservative and scenario 2 is what I believe will happen before the year is over. Basis for both scenarios: USD 87m Basis+ AUM (Fee paying AUM as of today), USD 7m annual cash costs (midpoint of the company's assumption), USD 600k Xapo revenue annually and Basis+ on a 1.5/15 model. Scenario 1: E1 = USD 5m AUM. E1 fills up during the year and provides approx. USD 600k in annual fees at 50% performance on 2/20. Then Basis+ is short approximately USD 89m in extra AUM at 12% performance, or USD 51m extra at 18% performance, to reach CBE. Scenario 2: E1 doubles capacity to USD 10m AUM and provides approx. USD 1.2m in annual fees. Then Basis+ is short approximately USD 71m in extra AUM at 12% performance, or only USD 37m extra at 18% performance, to reach CBE. So from today's USD 87m Basis+ AUM, the CBE gap is approximately USD 37-89m, depending on how much E1 fills up and whether Basis+ delivers closer to 12% or 18%. That is roughly a 2x in AUM for the most conservative estimate. The company has managed to more than 3x fee paying AUM so far this year which has been a tough bear market. In addition, 30M AUM is contracted and will become fee-paying, it is only a question of time. When conditions are bull, what do you think they achieve then? Regardless of whether one is on the conservative or more offensive side for more AUM this year, there is not much left for the company in 2027 to reach CBE. They report themselves that they assume 30-70M will come in during Q1-27, so that will fill up remaining revenues enough for CBE to be within reach. If E1 comes with an even increased limit or E2 is launched, it will be able to cover the gap even faster. BTC up towards 100K is not factored in, but will be able to cover much of the gap as well. I believe much will come in already this year and that it is the final push in Q1 that will tip the company over to CBE. After CBE, revenues go more or less straight to the bottom line due to relatively fixed costs as the structure of the group is set up. When the company reaches CBE, I see very few reasons for the company to be priced below 10kr.
Very well written! I think like you E1 will make a big difference w.r.t fee paying growth, I think 7 m US is reasonable w.r.t costs (6 m is probably expecting too much) I also think that 30 m Contracted should not take more than 3 months from here. If that is correct, then we are at 117m in AUM by Christmas, and inflow in Basis + both via the Tradfi route and Syntetika, as well as E1 top-up comes on top. Exciting times ahead of us. I am also bull on BTC development, and believe in 100K early in 2027.
·1 päivä sittenSyntetika gjør det bedre enn andre! https://www.linkedin.com/posts/the-top-bitcoinyield-strategies-today-ugcPost-7514388279861981184-wyO2/?highlightedUpdateUrn=urn%3Ali%3Aactivity%3A7514388280801529857&highlightedUpdateType=SOCIAL_SHARE&origin=SOCIAL_SHARE&utm_source=share&utm_medium=member_android&rcm=ACoAAAFdxzQBUaABtshOFxjlDuHsWhoxKMoWNrw- ·1 päivä sitten · MuokattuThe company guides in the September q&a that we land on AUM 90-120 m (total fee paying all legs ex Xapo) after completed Q4 What is this eminent forum's view on this?? Feel free to comment why you have the view you have. Personally I believe we can beat this given the ongoing crypto bull run. Would remind everyone that we are heading for 165 m plus to formally approach CBE and full re-pricing. Hope everyone will join the Saturday fun 🤓 🚀 = We beat the AUM guidance ❌ = We land below 90 m total AUM (ex Xapo) ✅ = We land in the estimated Hilbert range 90 - 120 m
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.
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2026 Q2 - tulosraportti
41 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
- ·3 t sittenHilbert is perhaps closer to cash break even (CBE) than one might think. Let me present two scenarios that I believe are likely before year-end this year. Scenario 1 is conservative and scenario 2 is what I believe will happen before the year is over. Basis for both scenarios: USD 87m Basis+ AUM (Fee paying AUM as of today), USD 7m annual cash costs (midpoint of the company's assumption), USD 600k Xapo revenue annually and Basis+ on a 1.5/15 model. Scenario 1: E1 = USD 5m AUM. E1 fills up during the year and provides approx. USD 600k in annual fees at 50% performance on 2/20. Then Basis+ is short approximately USD 89m in extra AUM at 12% performance, or USD 51m extra at 18% performance, to reach CBE. Scenario 2: E1 doubles capacity to USD 10m AUM and provides approx. USD 1.2m in annual fees. Then Basis+ is short approximately USD 71m in extra AUM at 12% performance, or only USD 37m extra at 18% performance, to reach CBE. So from today's USD 87m Basis+ AUM, the CBE gap is approximately USD 37-89m, depending on how much E1 fills up and whether Basis+ delivers closer to 12% or 18%. That is roughly a 2x in AUM for the most conservative estimate. The company has managed to more than 3x fee paying AUM so far this year which has been a tough bear market. In addition, 30M AUM is contracted and will become fee-paying, it is only a question of time. When conditions are bull, what do you think they achieve then? Regardless of whether one is on the conservative or more offensive side for more AUM this year, there is not much left for the company in 2027 to reach CBE. They report themselves that they assume 30-70M will come in during Q1-27, so that will fill up remaining revenues enough for CBE to be within reach. If E1 comes with an even increased limit or E2 is launched, it will be able to cover the gap even faster. BTC up towards 100K is not factored in, but will be able to cover much of the gap as well. I believe much will come in already this year and that it is the final push in Q1 that will tip the company over to CBE. After CBE, revenues go more or less straight to the bottom line due to relatively fixed costs as the structure of the group is set up. When the company reaches CBE, I see very few reasons for the company to be priced below 10kr.Very well written! I think like you E1 will make a big difference w.r.t fee paying growth, I think 7 m US is reasonable w.r.t costs (6 m is probably expecting too much) I also think that 30 m Contracted should not take more than 3 months from here. If that is correct, then we are at 117m in AUM by Christmas, and inflow in Basis + both via the Tradfi route and Syntetika, as well as E1 top-up comes on top. Exciting times ahead of us. I am also bull on BTC development, and believe in 100K early in 2027.
- ·1 päivä sittenSyntetika gjør det bedre enn andre! https://www.linkedin.com/posts/the-top-bitcoinyield-strategies-today-ugcPost-7514388279861981184-wyO2/?highlightedUpdateUrn=urn%3Ali%3Aactivity%3A7514388280801529857&highlightedUpdateType=SOCIAL_SHARE&origin=SOCIAL_SHARE&utm_source=share&utm_medium=member_android&rcm=ACoAAAFdxzQBUaABtshOFxjlDuHsWhoxKMoWNrw
- ·1 päivä sitten · MuokattuThe company guides in the September q&a that we land on AUM 90-120 m (total fee paying all legs ex Xapo) after completed Q4 What is this eminent forum's view on this?? Feel free to comment why you have the view you have. Personally I believe we can beat this given the ongoing crypto bull run. Would remind everyone that we are heading for 165 m plus to formally approach CBE and full re-pricing. Hope everyone will join the Saturday fun 🤓 🚀 = We beat the AUM guidance ❌ = We land below 90 m total AUM (ex Xapo) ✅ = We land in the estimated Hilbert range 90 - 120 m
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 |
|---|---|---|---|---|
| 3 000 | - | - | ||
| 1 489 | - | - | ||
| 6 111 | - | - | ||
| 2 576 | - | - | ||
| 1 293 | - | - |
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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
41 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
- ·3 t sittenHilbert is perhaps closer to cash break even (CBE) than one might think. Let me present two scenarios that I believe are likely before year-end this year. Scenario 1 is conservative and scenario 2 is what I believe will happen before the year is over. Basis for both scenarios: USD 87m Basis+ AUM (Fee paying AUM as of today), USD 7m annual cash costs (midpoint of the company's assumption), USD 600k Xapo revenue annually and Basis+ on a 1.5/15 model. Scenario 1: E1 = USD 5m AUM. E1 fills up during the year and provides approx. USD 600k in annual fees at 50% performance on 2/20. Then Basis+ is short approximately USD 89m in extra AUM at 12% performance, or USD 51m extra at 18% performance, to reach CBE. Scenario 2: E1 doubles capacity to USD 10m AUM and provides approx. USD 1.2m in annual fees. Then Basis+ is short approximately USD 71m in extra AUM at 12% performance, or only USD 37m extra at 18% performance, to reach CBE. So from today's USD 87m Basis+ AUM, the CBE gap is approximately USD 37-89m, depending on how much E1 fills up and whether Basis+ delivers closer to 12% or 18%. That is roughly a 2x in AUM for the most conservative estimate. The company has managed to more than 3x fee paying AUM so far this year which has been a tough bear market. In addition, 30M AUM is contracted and will become fee-paying, it is only a question of time. When conditions are bull, what do you think they achieve then? Regardless of whether one is on the conservative or more offensive side for more AUM this year, there is not much left for the company in 2027 to reach CBE. They report themselves that they assume 30-70M will come in during Q1-27, so that will fill up remaining revenues enough for CBE to be within reach. If E1 comes with an even increased limit or E2 is launched, it will be able to cover the gap even faster. BTC up towards 100K is not factored in, but will be able to cover much of the gap as well. I believe much will come in already this year and that it is the final push in Q1 that will tip the company over to CBE. After CBE, revenues go more or less straight to the bottom line due to relatively fixed costs as the structure of the group is set up. When the company reaches CBE, I see very few reasons for the company to be priced below 10kr.Very well written! I think like you E1 will make a big difference w.r.t fee paying growth, I think 7 m US is reasonable w.r.t costs (6 m is probably expecting too much) I also think that 30 m Contracted should not take more than 3 months from here. If that is correct, then we are at 117m in AUM by Christmas, and inflow in Basis + both via the Tradfi route and Syntetika, as well as E1 top-up comes on top. Exciting times ahead of us. I am also bull on BTC development, and believe in 100K early in 2027.
- ·1 päivä sittenSyntetika gjør det bedre enn andre! https://www.linkedin.com/posts/the-top-bitcoinyield-strategies-today-ugcPost-7514388279861981184-wyO2/?highlightedUpdateUrn=urn%3Ali%3Aactivity%3A7514388280801529857&highlightedUpdateType=SOCIAL_SHARE&origin=SOCIAL_SHARE&utm_source=share&utm_medium=member_android&rcm=ACoAAAFdxzQBUaABtshOFxjlDuHsWhoxKMoWNrw
- ·1 päivä sitten · MuokattuThe company guides in the September q&a that we land on AUM 90-120 m (total fee paying all legs ex Xapo) after completed Q4 What is this eminent forum's view on this?? Feel free to comment why you have the view you have. Personally I believe we can beat this given the ongoing crypto bull run. Would remind everyone that we are heading for 165 m plus to formally approach CBE and full re-pricing. Hope everyone will join the Saturday fun 🤓 🚀 = We beat the AUM guidance ❌ = We land below 90 m total AUM (ex Xapo) ✅ = We land in the estimated Hilbert range 90 - 120 m
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 |
|---|---|---|---|---|
| 3 000 | - | - | ||
| 1 489 | - | - | ||
| 6 111 | - | - | ||
| 2 576 | - | - | ||
| 1 293 | - | - |
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
Dataa ei löytynyt