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Nokia Corporation Message Board

nznoodles 28 posts  |  Last Activity: May 26, 2015 5:12 PM Member since: Dec 21, 2012
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  • Reply to

    Short Interest/Pair trade theory

    by trader_am May 26, 2015 2:15 PM
    nznoodles nznoodles May 26, 2015 5:12 PM Flag

    Pair theory doesn't work. Some shorts could cover with calls, but there are not enough to cover anyway near 29 million shares. I like you don't see how it has stayed so high (near 30 million short) for so long. Makes no sense to me

  • nznoodles nznoodles May 24, 2015 3:38 PM Flag

    doubt it. probably come into money as your name suggests on your back

  • Several years ago when NOK was $2-3 I said they should form a partnership with Apple and Microsoft and themselves (1/3 each) for the HERE mapping business. It still makes lots of sense. Stranger things have happened.

  • Companies like Apple or Microsoft and other US companies with overseas funds they don't want to repatriate because then they pay taxes, may pay more for a strategic asset with money that is just sitting there earning basically nothing.

  • Uber is unlikely to be the only company bidding for Here. Previous reports from Bloomberg and The Wall Street Journal have named a laundry list of companies that Nokia's been pitching to buy the piece of its business. That includes Apple, Amazon, Audi AG, BMW AG, Baidu, Facebook, Harman, Mercedes-Benz, and Sirius XM. Facebook's own interest in the company also got a little more complex this week after it began using Here's maps on its mobile site and on Android devices.

  • Friday shall tell us if Dodge and Cox is still selling. For the period ending 31 Dec 14 there was a decrease in institutional holdings of 70 million shares including almost 40 million decrease by D & C. I think this has kept downward pressure on the share price. I am hoping D & C are gone so this selling can finally cease.

  • nznoodles by nznoodles Apr 27, 2015 9:18 PM Flag

    NEJM article supportive of pathogen inactivation. Yesterday, the New England
    Journal of Medicine (NEJM) published an opinion piece recommending an FDA
    mandate of pathogen inactivation (PI) technology to improve blood safety. The
    authors, blood transfusion experts from the American Red Cross and Yale, highlight
    the advantages of PI over current reactive screening methods. We believe a
    positive piece in a high-profile publication like NEJM could help increase industry
    awareness and positively influence FDA’s thinking on the topic.
    n Pathogen inactivation strongly endorsed by industry leaders in NEJM
    article.
    - NEJM publication calls for PI mandate (available here): “Perspective” piece
    encourages FDA to mandate PI in the screening of blood components. NEJM
    is the most clinically relevant medical publication, in our view.
    -Written by influential experts: Richard Benjamin (Chief Medical Officer of
    American Red Cross), Susan Stramer (VP, Scientific Affairs, Biomedical
    Services of American Red Cross), and Edward Snyder (Professor of
    Laboratory Medicine and Director, Blood Bank at Yale University)
    - Highlights need for PI: The article describes the limitations of the current
    screening process, including its reactive approach to emerging pathogens and
    relatively high false-negative rates. It also underscores the added cost and
    logistical burdens associated with FDA’s recent draft guidance ( link to Baird
    note; link to guidance), which the authors believe wouldn’t be implemented
    without a mandate. We believe this further strengthens the case for PI
    implementation.
    - PI as replacement for current screening: The authors state that PI could
    eliminate bacterial detection, CMV screening, and irradiation (for
    graft-versus-host disease), therefore reducing the costs associated with
    existing screening methods (we believe this would be allowed by CERS’ FDA
    labeling) and helping offset the cost of PI. Additionally, a proactive approach
    using PI may diminish the dangers of emerging pathogens to the blood supply,
    as noted by the authors.
    - Recommends federal support of PI reimbursement and research: In
    addition to a federal mandate for PI, the authors believe the U.S. government
    should support reimbursement for PI products and make PI for red blood cells
    (CERS pipeline product) a national research priority.

  • Reply to

    HERE sales price pool

    by houston_el_mover Apr 23, 2015 5:54 PM
    nznoodles nznoodles Apr 25, 2015 3:42 PM Flag

    9.6 billion. This is a unique asset and someone will want to control it. I wouldn't write Apple off, but believe it will be a combination of European car companies and other European Private equity.

  • The parties have further agreed on certain termination fees customary in similar European transactions and payable to the other party under certain circumstances, including a change or withdrawal of the recommendation by the Board of Directors of either party, and Nokia's failure to obtain the necessary shareholder approval or certain antitrust regulatory approvals.

  • Reply to

    NOK

    by low_mac Apr 20, 2015 9:19 AM
    nznoodles nznoodles Apr 20, 2015 4:12 PM Flag

    They design it and Foxconn makes it and distributes it. Very little risk for Nokia. It is just using its Brand to sell phones. They will most likely be Android just like the N1 tablet released this year through Foxconn. I am a Nokia shareholder and understand ALU SH are upset, but the combined company should do very well mid to long term.

  • Reply to

    Glascow

    by thewoodlandsoptimist Apr 16, 2015 9:42 PM
    nznoodles nznoodles Apr 17, 2015 12:38 AM Flag

    Does anyone know where they are staying in Glasgow ? Call and see if they ordered Champagne with dinner.

  • Good: Nothing has changed and there are two presentations,Chugai paid 10 mil, the results are not released until Sunday. Bad: A lot of traders got in under 2$ for the run up to the results and they never hold through the results and have good profits at anything over $2.10. The ugly: The price action is a nightmare, but if I was a MM I wouldn't be doing the traders and favors and would bring it down hard so they sell now. If you are a trader you must get out before Friday's close.

    I don't like the price action, but assuming no leak, it is a run for the door by traders.

  • nznoodles by nznoodles Apr 13, 2015 3:28 PM Flag

    31 March had Short Interest at 30 million shares ( 1/2 of all outstanding shares) Some could be covered by calls, but not most. Where will these shares come from if there is a run after the earnings call and update. Institutions which hold over 90% won't sell cheaply. Seems like the biggest gamble going to me.

  • nznoodles by nznoodles Apr 12, 2015 3:25 PM Flag

    Assuming HERE is a good mapping service (which it is) and assuming at least two buyers want to be in that business, the answer will be how much it costs to reproduce what HERE now has. I would assume that is north of 8-10 billion. Todays profit doesn't mean much if you need the business to add value to the business you already have (like phones, cars etc) Assuming it is really for sale (since NOK has not denied it I assume it is) bidders will be knocking on the door to have a real good look. Assets like this do not come up very often and I think there will be real interest from numerous parties. Having said all of that I am still not sure it is a good LONG TERM strategy for NOK.

  • Reply to

    9 plus billion at least

    by nznoodles Apr 10, 2015 2:51 PM
    nznoodles nznoodles Apr 10, 2015 3:44 PM Flag

    If Apple bids MSFT has to bid IMO. I am hoping that we have at least 3 real bidders. Apple, MSFT and European consortium of car makers and others. Time will tell. Do you know how high MSFT went for HERE when they bought device division ?

  • You cannot reproduce HERE for 9 billion and if there are at least 2 bidders it will go for at least 9 billion. We shall see

  • nznoodles by nznoodles Apr 7, 2015 4:23 PM Flag

    We remain buyers of EXAS. Excellus BCBS issued a favorable coverage decision
    for Cologuard today, providing EXAS an estimated 1.6M additional covered lives.
    Given EXAS’ strong physician enrollment to-date and clear patient preference for a
    convenient test like Cologuard, we’ve viewed insurance coverage as the last major
    rate-limiter to broader adoption. However, coverage of Cologuard is ramping quickly
    (Excellus follows Anthem, Tufts, and many other plans), which should help drive
    volume growth in the coming quarters and years.
    Another favorable coverage decision issued.
    n Today, Excellus BlueCross Blue Shield issued a favorable coverage decision for
    Cologuard (link here), covering the test every three years for asymptomatic
    people aged 50-85.
    n Excellus, headquartered in Rochester, NY, is an independent licensee of the
    Blue Cross Blue Shield Association (i.e., not part of Anthem). According to the
    company’s website, it provides health insurance to a total of 1.6M members.

  • Reply to

    Institutional buying

    by farhan8000 Mar 19, 2015 9:16 PM
    nznoodles nznoodles Mar 20, 2015 3:33 PM Flag

    The exchange rate shouldn't hold Nok back as it reports in Euros. If it has sales in US$ it will mean more earnings in EUROS. Everyone is saying the the strong dollar is bad for US multi nationals so how can it be also bad for NOK reporting in Euros. I think the strong dollar will help earnings not the other way around.

  • Reply to

    From someone who met with company

    by nznoodles Mar 18, 2015 3:54 PM
    nznoodles nznoodles Mar 19, 2015 2:58 PM Flag

    yes

  • nznoodles by nznoodles Mar 18, 2015 3:56 PM Flag

    Physicians and patients want Cologuard; we think it’s important for EXAS
    to capitalize on its early momentum.
    - With ~80 reps, EXAS has reached just 6% of practicing physicians, generating
    +10,000 1Q15 completed tests (+125/rep). Orders (1Q15E: +20,000, or
    +1,500/week), robust physician adoption (+300/week with high conversion rate
    and growing share ordering at sign-up), and high-compliance rate (+70%;
    actions underway to improve) may be better demand indicators than completed
    tests.
    - Another 70+ reps are presently onboarding; our 2QE (15,746 completed tests)
    assumes existing rep productivity doesn’t improve and new reps are half as
    productive as existing ones (conservative assumptions, as no one is
    counter-detailing Cologuard and its awareness is growing).
    -We think it’s important for EXAS to quickly expand salesforce reach/frequency

NOK
7.38+0.02(+0.27%)May 28 4:04 PMEDT