Everyone kept talking about the mobile tsunami - and it came/didn't disappoint. Mobile has been the catalyst that has evolved consumers from an alalog to a digital life.
Isn't the internet of everything a tsunami that is already rolling, and isn't NOK ALU up front? Are we talking about a growth company here, and accordingly, a different, better, higher multiple? Just asking.
Glad to see today's sinkage is being driven by a network profitability shortfall during the quarter driven by margin mix -- and not
massive cynicism about the acquisition, or merger, or whatever one wants to call it,
outlook (although mid-range now 8-11, not high end, big deal).
Network Topline was good, strategic value of the linkup is indisputable, patents performed and so did HERE (support, at least for a good price tag) and there are some very weak global financial conditions today (especially in Europe), dragging down the whole market.
I do wonder about the Samsung Arbitration and if that's a next shoe to drop at some specific time this week? I remember someone saying this Friday, tomorrow? Is that a firm release date for a decision?
Also, the dollar has been sinking with the prospects waning that the FED will let up on QE. But I don't know that 1.11 is sustainable now, which could make for some more downward pressure on the NOK ADR's.
I know these have probably been covered, and I do recall seeing some discussion a while back about the dividend being watered down by the foreign taxes and possibly fees.
But still -- what is this I see --
3 transactions total on the ETrade account
- the net dividend (a deposit into my account)
- something that says it's the dividend, but is negative (a deduction) and about 12.7% of the total
- something that says it's a fee, about 2.75% of the total
So it looks like about 15% of the total dividend got lopped off, what he hey his that
Instead of continuing to say you don'tknow where I found it -- why dont you go to the naz site. You know the address. Double click quotes and give it a minute. Then put in NOK1V. YOu will see the day for Nokia in Helsinki at 6.5150 +0.32 +5.17%. Any reader of this board can do the same for the next 12 hours or so until Helsinki re-opens. It's not a matter of whether the one and only Naz site is saying this -- right now - It's a matter of why. By the way-- the 6.5150 +0.32 +5.17% is a copy and paste directly from the NOK1v page. The only things I changed were -- I converted the green arrows into plus signs. You seem to be here 24/7, you responded instantly, so what happens when yo ugo to NAZ and put in NOK1V?
I tried twice to answer this morning but my posts were blocked -- now, I realize, because i used the name of the nazzy site. But if you go to it -- now -- at 2:42 pm EDT and look at the close in Helsinki, it was 6.5150 +0.32 +5.17%. -- NOK in Helsinki was up all day and was up 6% this morning when I wrote the original post, the site reported.
I see that the conversion -- Helsinki price expressed in Euro's and the US ADR's in dollars looks right. But can anyone explain why NOK (NOK1V) closed up 5.1% in Helsinki today and it's down in the US, with no major change in the EUR/DOL rate? Did not mean to mislead this morning. I reported accurately what I found, and it's still there right now. See for yourself.
I heard the Chairman's comments -- that it is entirely possible that HERE will not be sold. Is this a negotiating ploy, are might they really be considering this? Would be a very exciting component of the business, add a lot of sizzle.
Not to mention the upgrades, European Market doing great today, oversold condition, dividend drop yesterday -- and more. Seems so logical that stock would fly today, hindsight is so wonderful.
I believe you misinterpreted the post. NOK's price to sales is very low for the sectors its competing in.
10. Suri's stated intention to resurrect the glory of the Nokia Brand. Profit opportunity in and of itself, halo effect on non-consumer businesses.
The amount of data being streamed is increasing exponentially and expected to continue to do so.
Is it unreasonable to invest in the Segment, and specifically, in Nokia, to capitalize upon this?
A related question is, what Segment(s) is (are) Nokia operating in now, and what Segment(s) will they be operating in tomorrow, when and how does this change the business and the multiple?
Wondering if they will unveil their marketing/distribution partner(s) so the consumer product model starts to become clear. Also, huge Category -- any sizable share is significant.
Looka like your alias was created minutes ago, your first post, to answer mine, Kublican. What's that about? Did you have any comments on the upcoming VR intro?
I don't disagree with you. This quarter, however, wasn't the Network profitablity low, something like 3% margin vs. a much higher analyst estimate, driven by an unfavorable mix? That's a short term issue, is my point, whereas the longer term picture looks very strong. NOK's scale/share now, along with the complementary, synergistic ALU Portfolio seems to be very attractive strategically. Not to mention the cash position post HERE sale, if that's still on the table.
Will you look at that PR?
Someone wrote yesterday or the day before, "we'll see 7's today."
That was depressing since my average cost is $8. I didn't think we'd be down here, at this time, but that was pre-ALU, pre the HERE situation, which is really extraordinary.
Also, ALU's performance and outlook this morning, Management's comments and support of the deal in its current form, so many doubts got put to bed -- It's a great day today and being reflected in the path back up, notwhithstanding all of the other factors that drive the price of the ADR's.
Looks good. HERE pending bidding war - and who/why is doing more for NOK PR than all recent efforts combined.