Debatforum

TA peger mod kurs 2400 [image: 85253_ta_koere_planmaessigt.PNG]

"'The Fed won't let me lose money' is the mantra," said David Spika, president of GuideStone Capital Management. "When you push interest rates to zero and you flood the market with liquidity, you're daring investors to buy the riskiest assets they can -- and they're taking them up on it.".... Læs mere https://www.bloomberg.com/news/articles/2020-07-18/march-of-zombie-companies-just-gets-louder-in-the-stock-market?utm_campaign=socialflow-organic&utm_content=business&utm_medium=social&utm_source=twitter&cmpid=socialflow-twitter-business&sref=UqeAE4Bb [image: 85211_Skaermbillede_2020_07_18_kl._14.54.09.jpg]

Så blev dagens engelske video klar. Det er en gold mining junior, som jeg har lovet jer. En af de få små guldmineaktier, der faktisk betaler et solidt udbytte, og som bruger deres penge til fornuftig udvikling af nye indtjeningskilder. https://www.youtube.com/watch?v=4RCk5Fxs8LIhttps://www.youtube.com/watch?v=4RCk5Fxs8LI

Hej alle, Jeg har ikke et stort kendskab til nordiske aktier. Jeg sad og screenede nordiske aktier og stoedte paa flere virksomheder, som jeg har ringe kendskab til. Er der nogen paa forum, der kender foelgende virksomheder og har noget positivt eller negativt at sige om dem? Paa forhaand tak. NET-B.ST https://www.netent.com/ BOUVET.OL https://www.bouvet.no/ BIOG-B.ST https://www.biogaia.com/ AFG.OL https://afgruppen.com/ ADDT-B.ST https://www.addtech.se/ ANOD-B.ST https://www.addnodegroup.com/ AXFO.ST https://www.axfood.com/ EWRK.ST https://www.eworkgroup.com/ MSAB-B.ST https://www.msab.com/ ORNBV.HE https://www.orion.fi/en/ ETTE.HE https://www.etteplan.com/ REG1V.HE https://www.reveniogroup.fi/en MEDI.OL https://medistim.com/ VITR.ST https://www.vitrolife.com/ NOLA-B.ST https://www.nolato.com/ LAGR-B.ST https://www.lagercrantz.com/en Her dem jeg kender en lille smule til i forvejen, og som jeg kan vende tomlen op til: NOVO-B.CO SIM.CO COLO-B.CO HM-B.ST KNEBV.HE NZYM-B.CO Mvh Tommy [image: 84525_bubble_xEarningsOnNetTangibleAssets10y_yROIC10yMedian_sizeforwardPE_colorgrowthDividendPerShare10y_nordic.png]

Er det bare mig, der er ene om at synes, at Novo er et rigtigt godt tilbud til kurs 425 lige nu ? Jeg tror, at det alene handler om, at markedet har sit fokus andre steder lige nu. Når vi nærmer os halvårsregnskabet, så vil kursen stige, og opjusteringen - for sådan en kommer - vil sætte yderligere skub i sagerne.

Burde Saniona ikke ligge højere, med en god pipeline og 50% ejerskab i Scandion Oncology? Ved godt der er et par emissioner senere på året, men alligevel. https://borsen.dk/nyheder/virksomheder/personligt-tror-jeg-ikke-vi-faar-lov-at-vaere-i-fred Målet for selskabet er at finde en global partner med resultaterne fra fase 2-forsøget i hånden eller potentielt sælge selskabet, der i dag har Saniona som hovedaktionær med en ejerandel omkring 50 pct.

"Bulls, enjoy the next couple of weeks. "Why? Well, according to "renowned trading expert" Larry Williams and his reading of this chart, the end of the month could also mean the end of the rally. Williams focuses on seasonal patterns of the market to chart his course, noting that July tends to be a bullish month for stocks. So far, it's living up to its historical billing. CNBC's Jim Cramer highlighted the chart during his "Mad Money" show on Tuesday. "The charts, as interpreted by the legendary Larry Williams, suggest the S&P could climb another 4% or 5% over the next two weeks, but come July 28, he expects the market to start rolling over," he said. "Given that the expanded unemployment insurance benefits from Washington expire at the end of the month, well, I wouldn't be surprised" if his call turns out to be correct". Læs mere: https://www.marketwatch.com/story/cnbc-mad-money-host-jim-cramer-uses-this-chart-to-predict-the-exact-date-the-stock-market-could-hit-the-skids-2020-07-15?reflink=mw_share_twitter [image: 85217_Skaermbillede_2020_07_18_kl._19.27.53.jpg]

Kæmpespring i kursen fredag! Det kom måske lidt bag på mig, da den seneste udmelding om ikke at udvikle egen teknologi, men benytte eksisterende teknologier gav mig et indtryk af tilbageskridt. På den anden side, hvorfor opfinde den dybe tallerken, når der er mange andre som arbejder med at udvikle ny teknologi indenfor batterier og brædselsceller. Måske har selskabet set rigtigt i krystalkuglen!

Så blev dagens video færdig. I denne omgang tager jeg et kig på den amerikanske aktie BLINK, der leverer, serviderer og driver el-ladestationer i store dele af USA. Jeg nævnte aktien forleden i min gennemgang af EV-aktier, og her nævnte jeg, at jeg så et stort potentiale i aktien, idet den leverer services til nærmest alle de el-bilproducenter, der pt. kommer frem. Se her, hvad jeg tænker om deres produkter og indtjeningsmuligheder frem over. https://www.youtube.com/watch?v=gUsCanlnDGc

"To best observe the real-world impact of Federal Reserve largesse in the stock market, maybe focus on its fringe. That is, places occupied by companies whose lease on life is weakest: small-cap firms that don't make any money. Since equities bottomed around the time Fed Chair Jerome Powell pulled out all the stops to shore up markets, shares of these so-called zombie firms haven't just rebounded. They've risen twice as fast as profitable ones. No more vivid illustration exists of how twisted markets have gotten in 2020, when ailing companies don't just scrape by, but thrive. It's a consequence policy makers will have to live with in their resolve to save the economy. Investors are happy to play along, doubling down on the riskiest stocks. "The Fed won't let me lose money' is the mantra," said David Spika, president of GuideStone Capital Management. "When you push interest rates to zero and you flood the market with liquidity, you're daring investors to buy the riskiest assets they can -- and they're taking them up on it." Læs mere https://www.bloomberg.com/news/articles/2020-07-18/march-of-zombie-companies-just-gets-louder-in-the-stock-market?utm_campaign=socialflow-organic&utm_content=business&utm_medium=social&utm_source=twitter&cmpid=socialflow-twitter-business&sref=UqeAE4Bb [image: 85210_Skaermbillede_2020_07_18_kl._14.54.09.jpg]

Den her artikel har ikke saa meget med investering at goere og saa alligevel. Maaske den er tankevaekkende for nogle, da der fint kan drages paralleler til mange andre ting; ingen naevnt og ingen glemt. How a Struggling Company Won $1.6 Billion to Make a Coronavirus Vaccine https://www.nytimes.com/2020/07/16/health/coronavirus-vaccine-novavax.html "The market wants to believe in fairy tales," said David Maris, the managing partner of Phalanx Investment Partners and a longtime analyst covering the pharmaceutical industry. He said investors wanted to believe that - like Cinderella - the companies that couldn't go to the ball would eventually win the prince. "It sometimes happens," he said. "Usually it doesn't." "The U.S. darling of the moment is Novavax," said Kate Elder, a senior vaccines policy adviser for Doctors Without Borders. "But I see this as just a further diversification of the U.S.'s risky bets with public money and little transparency."

Hvornår mon Ericsson, Nokia rykker nu HUAWEI er sat skakmat i den vestlige verden

Så er der lige en ny video klar til jer her op til weekenden. For et par uger siden lavede jeg en video med potentielle swing-kandidater i US-markedet. 3 af dem opfyldte både mine TA og FA-krav til aktierne, og disse tre er nu oppe med 20% i gennemsnit siden d. 2/7. I videoen her gennemgår jeg aktierne fra sidst, og så får I en række nye potentielle "To-the-moon-stocks". Husk at dette ikke er min normale konservative strategi, men den bygger på samme principper. https://www.youtube.com/watch?v=NO-oEOA-7GM

Så er der en ny video klar til jer på engelsk. Denne gang er det om de vilde stigninger, der har været på det seneste i aktiemarkedet. Markedet stiger og stiger.....eller gør det? Jeg gennemgår her FANG-aktiernes enorme indvirkning på SP500 og disktuterer lidt, om aktiestigningerne reelt er et tegn på en kommende optur i økonomien. https://www.youtube.com/watch?v=DvKjjv_3EIQ

Scatec Solar frigiver resultat for 2. kvartal i morgen https://scatecsolar.com/2020/07/03/invitation-to-presentation-of-scatec-solars-second-quarter-results-2020/

https://www.finanstilsynet.dk/Nyheder-og-Presse/Pressemeddelelser/2020/Statistik-for-korte-positioner-i-danske-aktier-ultimo-juni-2020 Det undrer mig at Zealand ikke er på listen og så troede jeg egentligt at Pandora var mere shortet, men ellers ikke de store overraskelser for mig.

I uger "burde" NBI have topvendt, men nixen, så jeg skal heller ikke kloge mig denne gang, men dette er vel noget nær det største udsving jeg har set i NBI og macd. Kan det blive ved, eller ? Rsi ligger fint højt og stabilt. Så nope .. ingen lette løsninger her. https://invst.ly/rgnaj (weekly) Bortset fra enkeltaktier, så stiger min kontant andel løbende. Men måske er det bare mig der er "bims". :-)) mvh

Hansa Biopharma reaches two landmark milestones: Idefirix (imlifidase) receives positive CHMP opinion in EU; Gene therapy partnership with Sarepta Therapeutics in select indications. Lund July 16, 2020. Hansa Biopharma, the leader in immunomodulatory enzyme technology for rare IgG mediated diseases, today announced its business update and interim report for January - June, 2020. Highlights for the second quarter 2020 CHMP/EMA has adopted a positive opinion, recommending conditional approval of Idefirix (imlifidase) for the desensitization treatment of highly sensitized adult kidney transplant patients with a positive crossmatch against an available deceased donor. An approval by the European Commission is expected in Q3 2020. In the US, Hansa Biopharma submitted the proposed study protocol for the randomized controlled study with imlifidase in kidney transplant to the FDA on June 17, 2020. The trial is planned to be initiated in Q4 this year. Pipeline: The first data read-out from the phase 2 study in anti-GBM is expected in Q3 2020 as previously guided. In the AMR and GBS phase 2 studies, 4 of the targeted 30 patients have been enrolled in each of the respective studies. Enrollment in the AMR and GBS studies is expected to be completed in H1 2021 and H2 2021, respectively. On June 1, 2020 Achim Kaufhold, M.D. was announced as new Chief Medical Officer and member of the Executive Committee of Hansa Biopharma. Dr. Kaufhold is a highly experienced senior leader in immunology, infectious diseases and oncology and will support the Company´s expansion outside transplantation. Hansa hosted its 2020 Annual General Meeting on June 23, 2020. All resolutions except articles 18b and 19b were approved, and the entire board of directors was re-elected for the period until the end of the next AGM. Investments in R&D and SG&A increased in the second quarter to SEK 53m (Q2'19: SEK 46m) and SEK 49m (SEK 39m), respectively. Cash position was SEK 400m at the end of June 2020. Cash flow from operating activities for the second quarter ended at SEK -77m (SEK -78m). Events after the end of the reporting period On July 2, 2020 Hansa announced an exclusive agreement with Sarepta Therapeutics to develop and promote imlifidase as pre-treatment ahead of gene therapy in select indications. The agreement with Sarepta triggers a USD 10 million upfront payment and will potentially generate milestone payments to Hansa totaling up to USD 397.5m plus royalties on the sales of Sarepta gene therapy products enabled by imlifidase. All imlifidase sales will be booked by Hansa. On July 8, 2020 Hansa Biopharma raised SEK 1.1bn (USD 121m) in a directed share issue of 4.4 million ordinary shares. The share issue was multiple times oversubscribed due to high demand from US, European and Swedish institutional investors including Redmile, Consonance, HBM and Fonden TIN Ny Teknik. The capital raised will help finance the development and expansion of the Company's R&D pipeline as well as to fund the potential launch and commercialization of imlifidase in kidney transplantation. Søren Tulstrup, President and CEO of Hansa Biopharma, comments "Hansa Biopharma's evolution into a fully integrated commercial stage biopharmaceutical company has taken a major step forward with the recent achievement of two landmark milestones. On June 25, 2020 Hansa Biopharma received a positive opinion from the CHMP of the European Medicines Agency (EMA), recommending conditional approval of Idefirix (imlifidase) for the desensitization treatment of highly sensitized adult kidney transplant patients with a positive crossmatch against an available deceased donor. We are very excited about this recognition from the CHMP/EMA. The recommendation by the CHMP and the expected launch of imlifidase towards the end of this year brings hope to the thousands of highly sensitized patients across Europe waiting for a life-saving kidney transplant and takes Hansa Biopharma a major step forward to becoming a commercial stage biopharmaceutical company. A week later, on July 2, 2020, Hansa Biopharma announced the achievement of another landmark milestone with the exclusive agreement with Sarepta Therapeutics to develop and promote imlifidase as a potential pre-treatment prior to the administration of gene therapy in Duchenne muscular dystrophy and Limb-girdle muscular dystrophy in patients with neutralizing antibodies (NAbs) to adeno-associated virus (AAV). We are very excited to partner with Sarepta, a leading player in the field, to use the unique features of imlifidase to potentially enable gene therapy treatment in patients who today aren't eligible for these breakthrough therapies due to pre-existing neutralizing antibodies in two indications with a very high unmet medical need. The agreement with Sarepta also serves as a validation of our enzyme technology as we expand beyond transplantation and acute autoimmune diseases. I look forward to keeping you updated on the progress of Hansa Biopharma's journey as we take the next steps towards commercialization of imlifidase in Europe and the transformation of Hansa Biopharma into a global biopharmaceutical company". Upcoming milestones and news flow Q3 2020 Kidney transplantation EU: Adoption of Conditional Approval Q3 2020 Anti-GBM Phase 2 study: Data read out Q4 2020 Kidney transplantation EU: Commercial launch Q4 2020 Kidney transplantation US: First patient dosed / RCT H1 2021 AMR Phase 2 study: Complete enrollment H1 2021 NiceR candidate: Completion of GMP process and IND-enabling tox studies H2 2021 GBS Phase 2 study: Complete enrollment H1 2022 AMR Phase 2 study: Data read out 2022 Kidney transplantation US: Complete enrollment / RCT H2 2022 GBS Phase 2 study: Data read out 2023 Kidney transplantation US: 12 months follow-up on eGFR completed / RCT 2023 Kidney transplantation US: BLA submission Conference call details Hansa Biopharma will host a telephone conference today Thursday July 16 at 2:00 p.m. CET. The presentation will be held in English and be hosted by Hansa Biopharma's CEO, Søren Tulstrup, and CFO, Donato Spota. Slides used in the presentation will be live on the company website during the call under "Events & Presentations" and will also be made available online after the call. To participate in the telephone conference, please use the dial-in details provided below: SE: +46 8 56 64 27 07 UK: +44 333 300 92 65 US: +1 833 249 84 07 The webcast will be available on https://hansa.eventcdn.net/20200716/ The interim report and latest investor presentation can be downloaded from the Hansa Biopharma web Interim report January - June 2020 Hansa web - Interim Report Investor road show presentation Q2, 2020 ansa web - Interim Report Investor road show presentation Q2, 2020 Hansa web - Presentations SAVE-THE-DATE Hansa Biopharma expects to organize a Capital Markets Day on Oct 29, 2020. Further details to follow shortly This is information that Hansa Biopharma AB is obliged to make public pursuant to the EU Market Abuse Regulation. For further information, please contact: Klaus Sindahl, Head of Investor Relations Hansa Biopharma Mobile: +46 (0) 709-298 269 E-mail: [email protected] [image: 85166_Hansa_Biopharma.jpg]

CEO Per Norlén presenting the highlights of the Q2 interim report. https://www.youtube.com/watch?v=i1MscMlzLIc&feature=youtu.be

Efterspørgslen på laks varierer i høj grad henover året, noget som også ses på kurserne i lakseaktierne. Så er laksen gået på sommerferie eller er det tid til at købe op, inden efterspørgslen stiger mod slutningen af året? De seneste uger er de store udsving fortsat. Det handler ikke kun om konjunkturfølsom vs. defensiv men i høj grad om Tesla. Har daytraderne haft en handelsfinger med i spillet? Og er handlen i Tesla blevet mere spekulativ med en kort tidshorisont? Og er Tesla anderledes end Zoom, Spotify og Nikola, eller er det udtryk for, hvad man i USA er gode til: Vækstdrømme og så betyder prisfastsættelse mindre? https://soundcloud.com/investeringspodcasten/22-afsnit-af-investeringspodcasten-om-hvorvidt-daytraderne-har-overtaget-aktiestyringen