2026 Q2 - tulosraportti
66 päivää sitten
‧33 min
Tarjoustasot
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-
Myynti
Määrä
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 3.8. | ||
Vuosittainen yhtiökokous 2026 30.7. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 5.11.2025 |
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
·1 päivä sittenhttps://edge.prnewswire.com/c/link/?t=0&l=en&o=4790398-1&h=1578946573&u=https%3A%2F%2Fmmx.prnewswire.com%2Fmedia%2FMS2003236%2FBlue-Duck-Letter-to-SNAP-updated-ID-1e19f8e50eb7.pdf%3Fid%3DOA2989171%26token%3DGFbbqWmQIWcT5cnJErN5HdzmQ8NfzU1tH1BxAsL3pfznsvsC5Xe9L2Vv0a-o8A&a=here Info - Blue Duck, which as I understand it is a hedge fund that among other things owns SNAP long positions, writes to Spiegel and comes with several of the same guidelines as Irenic.
Thanks for the post . I asked chatgpt to summarize what it says. + a bit easier to read in Norwegian Chatgpt replies: You said: Can you shorten and summarize what is in the link? https://mmx.prnewswire.com/media/MS2003236/Blue-Duck-Letter-to-SNAP-updated-ID-1e19f8e50eb7.pdf?id=OA2989171&token=GFbbqWmQIWcT5cnJErN5HdzmQ8NfzU1tH1BxAsL3pfznsvsC5Xe9L2Vv0a-o8A ChatGPT said: Yes. This is a letter from investor Blue Duck Capital to the board of Snap, dated October 6, 2026. The main message is that Blue Duck believes the Snap stock is heavily undervalued, and that Snap should spin off / finance Specs separately. Briefly summarized Blue Duck is a shareholder in Snap and believes the stock is "profoundly inexpensive" - meaning very cheap compared to the company's potential. (MMX PR Newswire) They are very positive about Specs, Snap's new AR glasses. They believe the technology is impressive and potentially could become a major platform within, among other things, learning, training, and data processing. (MMX PR Newswire) At the same time, they believe that Specs will not become a mass market product with the current price of around $2,200. Therefore, significant capital is needed to develop the technology and get the price down. (MMX PR Newswire) The most important proposal Blue Duck wants Snap to: Sell approx. 20% of Specs to external investors for around $1 billion. That would imply a value of $5 billion for Specs, while Snap retains 80% of the company. The money can finance roughly two years of Specs development without Snap needing to use as much of its own cash flow. (MMX PR Newswire) They mention SpaceX, among others, as a possible strategic investor, because they see potential synergies between Specs, AI/xAI, and Starlink. This is an example they bring up - not a proposal they say is agreed upon. (MMX PR Newswire) Why do they think this will lift the SNAP stock? Blue Duck believes the market today in practice gives very low value to both the Snap core business and Specs. Their math is approximately: Specs is valued at $5 billion. Snap retains 80% = $4 billion. Snap Core (Snapchat advertising + subscription etc.) can according to their estimate earn around $2 billion in adjusted EBITDA in 2027 If the market starts valuing Core at 8-10x EBITDA, you get a significantly higher value on the stock. (MMX PR Newswire) In their main scenario, they arrive at a theoretical SNAP price of: $13.69 per share or $12.22 if one also includes unvested RSUs in the share count. (MMX PR Newswire) By comparison, they believe that today's valuation implies around $5-5.60 per share based on the same type of calculation. What is actually Blue Duck's argument? Very simplified: Today: Snap = Snapchat + subscription + Specs, but the market gives Specs almost no separate value. Blue Duck's solution: Take 20% of Specs and raise $1 billion -> Specs gets a visible market value -> Wall Street can value Snap in separate parts -> the stock can get a strong repricing. They also believe that this will give Specs more capital to develop faster and get the price down from $2,200. They use an example where the price eventually can come down towards $1,000, and where only 1% of Snap's daily users buy the glasses. That could, according to their model, generate around $5 billion in annual hardware revenue. (MMX PR Newswire) But it is important to remember This is not an independent analysis. Blue Duck owns SNAP shares and call options and therefore naturally wants a higher stock price. The letter itself states that they have a financial interest in Snap and that their estimates may turn out to be wrong. (MMX PR Newswire) My one-sentence summary: Blue Duck believes Snap is sitting on an undervalued jewel in Specs, and proposes to raise $1 billion from external investors for 20% of Specs so the company gets capital, Specs gets a visible value of $5 billion, and the SNAP stock can be repriced significantly higher. If you want, I can also analyze the numbers in the letter and say whether Blue Duck's price target of $12-14 actually seems realistic, and what assumptions must materialize.- ·17.9.https://investor.snap.com/news/news-details/2026/SPECS-Make-Computing-More-Human-with-New-Experiences-Partnerships-and-SPECS-Intelligence/default.aspx They will collaborate with Salesforce, Nvidia,Google and Niantic + more regarding the glasses. Excited about the opening price in pre-market and further. I don't imagine that this is something the market reacts negatively to 😅 But I could be wrong. The glasses will after all cost over 23 000 kr. Not many/everyone will be able to buy. I am one of those who only own some shares in snap. Anyone else have thoughts about the investor meeting?🙂
·15.9.Specs presentation tomorrow, a lot depends on it. Either we will go further from 6 dollars to 7, or down again🫡It would have been nice with a dip as I haven't been able to buy more. (But I don't have available cash either 😅 ) Eager for the presentation. I expect it to rise, but whether it rises and establishes a new higher low remains to be seen. Eager!- ·3.9.Is anything special happening today? Since the price is moving so much. I'm not even halfway filled yet.
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
66 päivää sitten
‧33 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
- ·1 päivä sittenhttps://edge.prnewswire.com/c/link/?t=0&l=en&o=4790398-1&h=1578946573&u=https%3A%2F%2Fmmx.prnewswire.com%2Fmedia%2FMS2003236%2FBlue-Duck-Letter-to-SNAP-updated-ID-1e19f8e50eb7.pdf%3Fid%3DOA2989171%26token%3DGFbbqWmQIWcT5cnJErN5HdzmQ8NfzU1tH1BxAsL3pfznsvsC5Xe9L2Vv0a-o8A&a=here Info - Blue Duck, which as I understand it is a hedge fund that among other things owns SNAP long positions, writes to Spiegel and comes with several of the same guidelines as Irenic.Thanks for the post . I asked chatgpt to summarize what it says. + a bit easier to read in Norwegian Chatgpt replies: You said: Can you shorten and summarize what is in the link? https://mmx.prnewswire.com/media/MS2003236/Blue-Duck-Letter-to-SNAP-updated-ID-1e19f8e50eb7.pdf?id=OA2989171&token=GFbbqWmQIWcT5cnJErN5HdzmQ8NfzU1tH1BxAsL3pfznsvsC5Xe9L2Vv0a-o8A ChatGPT said: Yes. This is a letter from investor Blue Duck Capital to the board of Snap, dated October 6, 2026. The main message is that Blue Duck believes the Snap stock is heavily undervalued, and that Snap should spin off / finance Specs separately. Briefly summarized Blue Duck is a shareholder in Snap and believes the stock is "profoundly inexpensive" - meaning very cheap compared to the company's potential. (MMX PR Newswire) They are very positive about Specs, Snap's new AR glasses. They believe the technology is impressive and potentially could become a major platform within, among other things, learning, training, and data processing. (MMX PR Newswire) At the same time, they believe that Specs will not become a mass market product with the current price of around $2,200. Therefore, significant capital is needed to develop the technology and get the price down. (MMX PR Newswire) The most important proposal Blue Duck wants Snap to: Sell approx. 20% of Specs to external investors for around $1 billion. That would imply a value of $5 billion for Specs, while Snap retains 80% of the company. The money can finance roughly two years of Specs development without Snap needing to use as much of its own cash flow. (MMX PR Newswire) They mention SpaceX, among others, as a possible strategic investor, because they see potential synergies between Specs, AI/xAI, and Starlink. This is an example they bring up - not a proposal they say is agreed upon. (MMX PR Newswire) Why do they think this will lift the SNAP stock? Blue Duck believes the market today in practice gives very low value to both the Snap core business and Specs. Their math is approximately: Specs is valued at $5 billion. Snap retains 80% = $4 billion. Snap Core (Snapchat advertising + subscription etc.) can according to their estimate earn around $2 billion in adjusted EBITDA in 2027 If the market starts valuing Core at 8-10x EBITDA, you get a significantly higher value on the stock. (MMX PR Newswire) In their main scenario, they arrive at a theoretical SNAP price of: $13.69 per share or $12.22 if one also includes unvested RSUs in the share count. (MMX PR Newswire) By comparison, they believe that today's valuation implies around $5-5.60 per share based on the same type of calculation. What is actually Blue Duck's argument? Very simplified: Today: Snap = Snapchat + subscription + Specs, but the market gives Specs almost no separate value. Blue Duck's solution: Take 20% of Specs and raise $1 billion -> Specs gets a visible market value -> Wall Street can value Snap in separate parts -> the stock can get a strong repricing. They also believe that this will give Specs more capital to develop faster and get the price down from $2,200. They use an example where the price eventually can come down towards $1,000, and where only 1% of Snap's daily users buy the glasses. That could, according to their model, generate around $5 billion in annual hardware revenue. (MMX PR Newswire) But it is important to remember This is not an independent analysis. Blue Duck owns SNAP shares and call options and therefore naturally wants a higher stock price. The letter itself states that they have a financial interest in Snap and that their estimates may turn out to be wrong. (MMX PR Newswire) My one-sentence summary: Blue Duck believes Snap is sitting on an undervalued jewel in Specs, and proposes to raise $1 billion from external investors for 20% of Specs so the company gets capital, Specs gets a visible value of $5 billion, and the SNAP stock can be repriced significantly higher. If you want, I can also analyze the numbers in the letter and say whether Blue Duck's price target of $12-14 actually seems realistic, and what assumptions must materialize.
- ·17.9.https://investor.snap.com/news/news-details/2026/SPECS-Make-Computing-More-Human-with-New-Experiences-Partnerships-and-SPECS-Intelligence/default.aspx They will collaborate with Salesforce, Nvidia,Google and Niantic + more regarding the glasses. Excited about the opening price in pre-market and further. I don't imagine that this is something the market reacts negatively to 😅 But I could be wrong. The glasses will after all cost over 23 000 kr. Not many/everyone will be able to buy. I am one of those who only own some shares in snap. Anyone else have thoughts about the investor meeting?🙂
- ·15.9.Specs presentation tomorrow, a lot depends on it. Either we will go further from 6 dollars to 7, or down again🫡It would have been nice with a dip as I haven't been able to buy more. (But I don't have available cash either 😅 ) Eager for the presentation. I expect it to rise, but whether it rises and establishes a new higher low remains to be seen. Eager!
- ·3.9.Is anything special happening today? Since the price is moving so much. I'm not even halfway filled yet.
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 |
|---|---|---|---|---|
| - | - | - | - |
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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 3.8. | ||
Vuosittainen yhtiökokous 2026 30.7. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 5.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
66 päivää sitten
‧33 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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 3.8. | ||
Vuosittainen yhtiökokous 2026 30.7. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 5.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 päivä sittenhttps://edge.prnewswire.com/c/link/?t=0&l=en&o=4790398-1&h=1578946573&u=https%3A%2F%2Fmmx.prnewswire.com%2Fmedia%2FMS2003236%2FBlue-Duck-Letter-to-SNAP-updated-ID-1e19f8e50eb7.pdf%3Fid%3DOA2989171%26token%3DGFbbqWmQIWcT5cnJErN5HdzmQ8NfzU1tH1BxAsL3pfznsvsC5Xe9L2Vv0a-o8A&a=here Info - Blue Duck, which as I understand it is a hedge fund that among other things owns SNAP long positions, writes to Spiegel and comes with several of the same guidelines as Irenic.Thanks for the post . I asked chatgpt to summarize what it says. + a bit easier to read in Norwegian Chatgpt replies: You said: Can you shorten and summarize what is in the link? https://mmx.prnewswire.com/media/MS2003236/Blue-Duck-Letter-to-SNAP-updated-ID-1e19f8e50eb7.pdf?id=OA2989171&token=GFbbqWmQIWcT5cnJErN5HdzmQ8NfzU1tH1BxAsL3pfznsvsC5Xe9L2Vv0a-o8A ChatGPT said: Yes. This is a letter from investor Blue Duck Capital to the board of Snap, dated October 6, 2026. The main message is that Blue Duck believes the Snap stock is heavily undervalued, and that Snap should spin off / finance Specs separately. Briefly summarized Blue Duck is a shareholder in Snap and believes the stock is "profoundly inexpensive" - meaning very cheap compared to the company's potential. (MMX PR Newswire) They are very positive about Specs, Snap's new AR glasses. They believe the technology is impressive and potentially could become a major platform within, among other things, learning, training, and data processing. (MMX PR Newswire) At the same time, they believe that Specs will not become a mass market product with the current price of around $2,200. Therefore, significant capital is needed to develop the technology and get the price down. (MMX PR Newswire) The most important proposal Blue Duck wants Snap to: Sell approx. 20% of Specs to external investors for around $1 billion. That would imply a value of $5 billion for Specs, while Snap retains 80% of the company. The money can finance roughly two years of Specs development without Snap needing to use as much of its own cash flow. (MMX PR Newswire) They mention SpaceX, among others, as a possible strategic investor, because they see potential synergies between Specs, AI/xAI, and Starlink. This is an example they bring up - not a proposal they say is agreed upon. (MMX PR Newswire) Why do they think this will lift the SNAP stock? Blue Duck believes the market today in practice gives very low value to both the Snap core business and Specs. Their math is approximately: Specs is valued at $5 billion. Snap retains 80% = $4 billion. Snap Core (Snapchat advertising + subscription etc.) can according to their estimate earn around $2 billion in adjusted EBITDA in 2027 If the market starts valuing Core at 8-10x EBITDA, you get a significantly higher value on the stock. (MMX PR Newswire) In their main scenario, they arrive at a theoretical SNAP price of: $13.69 per share or $12.22 if one also includes unvested RSUs in the share count. (MMX PR Newswire) By comparison, they believe that today's valuation implies around $5-5.60 per share based on the same type of calculation. What is actually Blue Duck's argument? Very simplified: Today: Snap = Snapchat + subscription + Specs, but the market gives Specs almost no separate value. Blue Duck's solution: Take 20% of Specs and raise $1 billion -> Specs gets a visible market value -> Wall Street can value Snap in separate parts -> the stock can get a strong repricing. They also believe that this will give Specs more capital to develop faster and get the price down from $2,200. They use an example where the price eventually can come down towards $1,000, and where only 1% of Snap's daily users buy the glasses. That could, according to their model, generate around $5 billion in annual hardware revenue. (MMX PR Newswire) But it is important to remember This is not an independent analysis. Blue Duck owns SNAP shares and call options and therefore naturally wants a higher stock price. The letter itself states that they have a financial interest in Snap and that their estimates may turn out to be wrong. (MMX PR Newswire) My one-sentence summary: Blue Duck believes Snap is sitting on an undervalued jewel in Specs, and proposes to raise $1 billion from external investors for 20% of Specs so the company gets capital, Specs gets a visible value of $5 billion, and the SNAP stock can be repriced significantly higher. If you want, I can also analyze the numbers in the letter and say whether Blue Duck's price target of $12-14 actually seems realistic, and what assumptions must materialize.
- ·17.9.https://investor.snap.com/news/news-details/2026/SPECS-Make-Computing-More-Human-with-New-Experiences-Partnerships-and-SPECS-Intelligence/default.aspx They will collaborate with Salesforce, Nvidia,Google and Niantic + more regarding the glasses. Excited about the opening price in pre-market and further. I don't imagine that this is something the market reacts negatively to 😅 But I could be wrong. The glasses will after all cost over 23 000 kr. Not many/everyone will be able to buy. I am one of those who only own some shares in snap. Anyone else have thoughts about the investor meeting?🙂
- ·15.9.Specs presentation tomorrow, a lot depends on it. Either we will go further from 6 dollars to 7, or down again🫡It would have been nice with a dip as I haven't been able to buy more. (But I don't have available cash either 😅 ) Eager for the presentation. I expect it to rise, but whether it rises and establishes a new higher low remains to be seen. Eager!
- ·3.9.Is anything special happening today? Since the price is moving so much. I'm not even halfway filled yet.
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 |
|---|---|---|---|---|
| - | - | - | - |
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