2026 Q2 - tulosraportti
74 päivää sitten
‧16 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 1 704 | ||
| 5 670 | ||
| 22 | ||
| 40 | ||
| 1 597 |
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 23.11. |
| 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
·2 t sitten · MuokattuHilbert Group Brings Enigma's Statistical Arbitrage Into Its Flagship Bitcoin Fund. Mang of us have been waiting for stat arb to be used more. The Enigma product is fantastically exciting and will now (in the first round) make up 5% of the basis BTC pool. Quote Russell: "Stat arb is one of the strategies investors ask us about most," said Russell Thompson, Chief Investment Officer of Hilbert Group. "Before anything goes into Basis+, it has to work, sit inside our risk management and give us confidence that its returns can be repeated. We took our time with Enigma and ran it on our own capital first."
@MKT84 If it is me you disagree with, then I understand that well, and that is the whole point. You are into the case at a very detailed level, and understand all contexts, unlike me who tries to understand, but does not really succeed, and that is the whole problem. Then you might want to say "don't buy anything you don't understand". Yes, thank you, but HG definitely doesn't make it easy to understand what it is one is buying- ·3 t sittenhttps://crypto.news/bitcoin-65000-risk-ai-selloff-hilbert/ Read this by Russell, and look at the date. He knows what he is doing 💪
·23 t sittenSome thoughts from me on the current status right now! 1. Basis October was good. Basis USD and Basis BTC are performing quite okay considering the macro environment. Right now I think it is completely right to be a bit risk off. Better 0.3–0.6% with low risk than chasing 2% and risking minus 2%. That would be really bad for Hilbert. The AUM inflow into Basis was +11% in October. Really strong considering the market. Adjusted for the BTC drop, the increase is not quite as big, but still impressive. There are 2–3 large tickets of 50–100 MUSD in the pipeline. They have gone through long due diligence processes and I absolutely believe they will come in. The question is mostly when. I believe we will see better performance in Basis going forward. 2. Syntetika I believe a lot in Syntetika. More and more strategies are coming in and I think it could really pick up speed during 2027. Enigma One via Syntetika is already up and running and delivering several percent a month. If one can maintain a pace towards 50% annual return, then this could become really big. Once you have a few stable months with good performance, I think the word will spread properly. I am also looking forward to TGE, hopefully sometime during Q2 2027. I myself hold a considerable amount of SYNT tokens. The price has been weak and many seem to be selling, but I am not particularly worried. The potential is enormous. 3. Costs and efficiency Cost control is better than ever. They have become significantly stricter. Large one-off costs are gone and they are reviewing everything from premises to personnel. I also believe they might sell off products that are not profitable. That is no failure, but sound business. Hilbert Finance is the part I think is struggling the most right now. The loan portfolio is still around 2.2 MUSD. We will see what happens there. Coin360 is also interesting to follow. 4. Macro and the share price We really have not had any tailwind during 2026. Iran war, oil price, inflation, interest rates, the Binance hack and now also the turbulence in AI stocks. Everything seems to affect everything. It is a bit absurd when drops in AI stocks lead to sell-offs in BTC to cover losses elsewhere. Actually completely unrelated, but that is what the market looks like right now. The important thing is to distinguish between the share price and how the company is actually doing. Hilbert's price is significantly lower than a year ago, but in my opinion the company is in a much, much better position today. 5. Cash break-even and financing Cash break-even is coming, but we do not really know when. It depends primarily on AUM inflows and performance in Basis. Should more capital be needed later on, I am convinced they will try to solve it with as little dilution as possible. The biggest risk I see is that break-even is delayed and that they need to raise money via loans or some other solution that involves some dilution. Summary I think Hilbert has three really exciting legs: Basis is the flagship and foundation. Stability and potential for larger inflows. Enigma is a very exciting fund with really attractive returns, primarily in good markets. Syntetika could become the big wildcard. If it gets proper spread and goes viral, there is really no clear upper limit for how big it can get. Then one should not forget that we have had an incredibly tough 2026. Despite that, the products are growing, costs are under better control and transparency has become significantly better since September. For me, the big risk is still cash break-even and potential financing. But otherwise I think the company is standing stronger than for a very long time. I remain really bullish on Hilbert.
Now BT is hunting for an entry again. Exciting to see when the post gets deleted. I've at least screenshotted it for my BT library :)- ·1 päivä sittenAnyone loading up now?Poistettu·1 päivä sittenNo. Better not on cash flow control. If they are not on track with -25% cost cut, it's going down even further. Probably 1.4-1.5. A bit high bet. The case stands, and actually gets stronger overall with the KPI report. Still a high risk for further losses. For my part, risk must be reduced by 1. That they truly get control of cash burn to avoid a share issue. 2. That CBE is achieved and maintained over time. 3. The revenue side continues to strengthen. Only then will this bounce back to +6SEK again. I figure 2, maybe 3 quarters more pass. If we pass 6sek with the three premises in place, this will be a cannon stock.
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 206 127 | 206 127 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 206 127 | 206 127 | 0 | 0 |
2026 Q2 - tulosraportti
74 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
- ·2 t sitten · MuokattuHilbert Group Brings Enigma's Statistical Arbitrage Into Its Flagship Bitcoin Fund. Mang of us have been waiting for stat arb to be used more. The Enigma product is fantastically exciting and will now (in the first round) make up 5% of the basis BTC pool. Quote Russell: "Stat arb is one of the strategies investors ask us about most," said Russell Thompson, Chief Investment Officer of Hilbert Group. "Before anything goes into Basis+, it has to work, sit inside our risk management and give us confidence that its returns can be repeated. We took our time with Enigma and ran it on our own capital first."@MKT84 If it is me you disagree with, then I understand that well, and that is the whole point. You are into the case at a very detailed level, and understand all contexts, unlike me who tries to understand, but does not really succeed, and that is the whole problem. Then you might want to say "don't buy anything you don't understand". Yes, thank you, but HG definitely doesn't make it easy to understand what it is one is buying
- ·3 t sittenhttps://crypto.news/bitcoin-65000-risk-ai-selloff-hilbert/ Read this by Russell, and look at the date. He knows what he is doing 💪
- ·23 t sittenSome thoughts from me on the current status right now! 1. Basis October was good. Basis USD and Basis BTC are performing quite okay considering the macro environment. Right now I think it is completely right to be a bit risk off. Better 0.3–0.6% with low risk than chasing 2% and risking minus 2%. That would be really bad for Hilbert. The AUM inflow into Basis was +11% in October. Really strong considering the market. Adjusted for the BTC drop, the increase is not quite as big, but still impressive. There are 2–3 large tickets of 50–100 MUSD in the pipeline. They have gone through long due diligence processes and I absolutely believe they will come in. The question is mostly when. I believe we will see better performance in Basis going forward. 2. Syntetika I believe a lot in Syntetika. More and more strategies are coming in and I think it could really pick up speed during 2027. Enigma One via Syntetika is already up and running and delivering several percent a month. If one can maintain a pace towards 50% annual return, then this could become really big. Once you have a few stable months with good performance, I think the word will spread properly. I am also looking forward to TGE, hopefully sometime during Q2 2027. I myself hold a considerable amount of SYNT tokens. The price has been weak and many seem to be selling, but I am not particularly worried. The potential is enormous. 3. Costs and efficiency Cost control is better than ever. They have become significantly stricter. Large one-off costs are gone and they are reviewing everything from premises to personnel. I also believe they might sell off products that are not profitable. That is no failure, but sound business. Hilbert Finance is the part I think is struggling the most right now. The loan portfolio is still around 2.2 MUSD. We will see what happens there. Coin360 is also interesting to follow. 4. Macro and the share price We really have not had any tailwind during 2026. Iran war, oil price, inflation, interest rates, the Binance hack and now also the turbulence in AI stocks. Everything seems to affect everything. It is a bit absurd when drops in AI stocks lead to sell-offs in BTC to cover losses elsewhere. Actually completely unrelated, but that is what the market looks like right now. The important thing is to distinguish between the share price and how the company is actually doing. Hilbert's price is significantly lower than a year ago, but in my opinion the company is in a much, much better position today. 5. Cash break-even and financing Cash break-even is coming, but we do not really know when. It depends primarily on AUM inflows and performance in Basis. Should more capital be needed later on, I am convinced they will try to solve it with as little dilution as possible. The biggest risk I see is that break-even is delayed and that they need to raise money via loans or some other solution that involves some dilution. Summary I think Hilbert has three really exciting legs: Basis is the flagship and foundation. Stability and potential for larger inflows. Enigma is a very exciting fund with really attractive returns, primarily in good markets. Syntetika could become the big wildcard. If it gets proper spread and goes viral, there is really no clear upper limit for how big it can get. Then one should not forget that we have had an incredibly tough 2026. Despite that, the products are growing, costs are under better control and transparency has become significantly better since September. For me, the big risk is still cash break-even and potential financing. But otherwise I think the company is standing stronger than for a very long time. I remain really bullish on Hilbert.Now BT is hunting for an entry again. Exciting to see when the post gets deleted. I've at least screenshotted it for my BT library :)
- ·1 päivä sittenAnyone loading up now?Poistettu·1 päivä sittenNo. Better not on cash flow control. If they are not on track with -25% cost cut, it's going down even further. Probably 1.4-1.5. A bit high bet. The case stands, and actually gets stronger overall with the KPI report. Still a high risk for further losses. For my part, risk must be reduced by 1. That they truly get control of cash burn to avoid a share issue. 2. That CBE is achieved and maintained over time. 3. The revenue side continues to strengthen. Only then will this bounce back to +6SEK again. I figure 2, maybe 3 quarters more pass. If we pass 6sek with the three premises in place, this will be a cannon stock.
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 |
|---|---|---|
| 1 704 | ||
| 5 670 | ||
| 22 | ||
| 40 | ||
| 1 597 |
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 23.11. |
| 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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 206 127 | 206 127 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 206 127 | 206 127 | 0 | 0 |
2026 Q2 - tulosraportti
74 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 23.11. |
| 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
- ·2 t sitten · MuokattuHilbert Group Brings Enigma's Statistical Arbitrage Into Its Flagship Bitcoin Fund. Mang of us have been waiting for stat arb to be used more. The Enigma product is fantastically exciting and will now (in the first round) make up 5% of the basis BTC pool. Quote Russell: "Stat arb is one of the strategies investors ask us about most," said Russell Thompson, Chief Investment Officer of Hilbert Group. "Before anything goes into Basis+, it has to work, sit inside our risk management and give us confidence that its returns can be repeated. We took our time with Enigma and ran it on our own capital first."@MKT84 If it is me you disagree with, then I understand that well, and that is the whole point. You are into the case at a very detailed level, and understand all contexts, unlike me who tries to understand, but does not really succeed, and that is the whole problem. Then you might want to say "don't buy anything you don't understand". Yes, thank you, but HG definitely doesn't make it easy to understand what it is one is buying
- ·3 t sittenhttps://crypto.news/bitcoin-65000-risk-ai-selloff-hilbert/ Read this by Russell, and look at the date. He knows what he is doing 💪
- ·23 t sittenSome thoughts from me on the current status right now! 1. Basis October was good. Basis USD and Basis BTC are performing quite okay considering the macro environment. Right now I think it is completely right to be a bit risk off. Better 0.3–0.6% with low risk than chasing 2% and risking minus 2%. That would be really bad for Hilbert. The AUM inflow into Basis was +11% in October. Really strong considering the market. Adjusted for the BTC drop, the increase is not quite as big, but still impressive. There are 2–3 large tickets of 50–100 MUSD in the pipeline. They have gone through long due diligence processes and I absolutely believe they will come in. The question is mostly when. I believe we will see better performance in Basis going forward. 2. Syntetika I believe a lot in Syntetika. More and more strategies are coming in and I think it could really pick up speed during 2027. Enigma One via Syntetika is already up and running and delivering several percent a month. If one can maintain a pace towards 50% annual return, then this could become really big. Once you have a few stable months with good performance, I think the word will spread properly. I am also looking forward to TGE, hopefully sometime during Q2 2027. I myself hold a considerable amount of SYNT tokens. The price has been weak and many seem to be selling, but I am not particularly worried. The potential is enormous. 3. Costs and efficiency Cost control is better than ever. They have become significantly stricter. Large one-off costs are gone and they are reviewing everything from premises to personnel. I also believe they might sell off products that are not profitable. That is no failure, but sound business. Hilbert Finance is the part I think is struggling the most right now. The loan portfolio is still around 2.2 MUSD. We will see what happens there. Coin360 is also interesting to follow. 4. Macro and the share price We really have not had any tailwind during 2026. Iran war, oil price, inflation, interest rates, the Binance hack and now also the turbulence in AI stocks. Everything seems to affect everything. It is a bit absurd when drops in AI stocks lead to sell-offs in BTC to cover losses elsewhere. Actually completely unrelated, but that is what the market looks like right now. The important thing is to distinguish between the share price and how the company is actually doing. Hilbert's price is significantly lower than a year ago, but in my opinion the company is in a much, much better position today. 5. Cash break-even and financing Cash break-even is coming, but we do not really know when. It depends primarily on AUM inflows and performance in Basis. Should more capital be needed later on, I am convinced they will try to solve it with as little dilution as possible. The biggest risk I see is that break-even is delayed and that they need to raise money via loans or some other solution that involves some dilution. Summary I think Hilbert has three really exciting legs: Basis is the flagship and foundation. Stability and potential for larger inflows. Enigma is a very exciting fund with really attractive returns, primarily in good markets. Syntetika could become the big wildcard. If it gets proper spread and goes viral, there is really no clear upper limit for how big it can get. Then one should not forget that we have had an incredibly tough 2026. Despite that, the products are growing, costs are under better control and transparency has become significantly better since September. For me, the big risk is still cash break-even and potential financing. But otherwise I think the company is standing stronger than for a very long time. I remain really bullish on Hilbert.Now BT is hunting for an entry again. Exciting to see when the post gets deleted. I've at least screenshotted it for my BT library :)
- ·1 päivä sittenAnyone loading up now?Poistettu·1 päivä sittenNo. Better not on cash flow control. If they are not on track with -25% cost cut, it's going down even further. Probably 1.4-1.5. A bit high bet. The case stands, and actually gets stronger overall with the KPI report. Still a high risk for further losses. For my part, risk must be reduced by 1. That they truly get control of cash burn to avoid a share issue. 2. That CBE is achieved and maintained over time. 3. The revenue side continues to strengthen. Only then will this bounce back to +6SEK again. I figure 2, maybe 3 quarters more pass. If we pass 6sek with the three premises in place, this will be a cannon stock.
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 |
|---|---|---|
| 1 704 | ||
| 5 670 | ||
| 22 | ||
| 40 | ||
| 1 597 |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 206 127 | 206 127 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 206 127 | 206 127 | 0 | 0 |