Re: Let's talk Nokia stock!
 

More like a brokenBlade, or bluntBlade, or even worst ShittyBlade lol.
Man I feel sorry for Nokia. I'm not buying their N8 or N9 lol, I'll wait until their MeeGo is fully mature then I'll buy the one that meet my specification.

Re: Let's talk Nokia stock!
 

LOL...that has been the "catch phrase d'jour" on CNBC the past few weeks.

Re: Let's talk Nokia stock!
 

see article above

Re: Let's talk Nokia stock!
 

The release name will be "Butterknife!" The marketing pitch will be something like..."If you have butterfingers, want a phone with rounded edges and craving a dull looking device.. get the latest Nokia!"

Re: Let's talk Nokia stock!
 

But again: if you wait for the knife to land, you'll never buy.

Even as Nokia stock declines for now, it's still a good buy. I predict at least back to $20 in 2 years. If it isn't, that will indicate bad news overall...

Re: Let's talk Nokia stock!
 

Here's what I'm hoping to see from Nokia... (based on recent news reports)

June 30th - preview of N9 MeeGo phone
August - N8 release
October/November - N9 release
4th quarter - Nokia tablet running MeeGo

Re: Let's talk Nokia stock!
 

OK Nokia will report Q2 2010 on Thursday and I would not say it looks good. will be interesting to see how the nokia stock/market reacts.

can the decreased profit be big enough to surprise the market and kick up the stock?

Re: Let's talk Nokia stock!
 

The stock was priced for horrible results, and I was thinking that it couldn't at least go down. Now rumours about OPK getting kicked has caused a +4% surge in Helsinki. So there's room for price to go down again on thursday.

Re: Let's talk Nokia stock!
 

well if that is the case you should wait until just before nokia announce OPK will be replaced and sell a few days after ;)

Re: Let's talk Nokia stock!
 

The Ford stock I bought for $2 a share is still worth more than five times higher (only that much because it's fallen a bit). I'd like to get another value like that! Nokia could be a surprise.

On the other hand, is anyone thinking of selling Nokia short?

Re: Let's talk Nokia stock!
 

No, if you still in the boat, you won't leave until its on the bottom or back in the harbor, unloading all the gold.

Re: Let's talk Nokia stock!
 

Dividend history.

http://www.dividend.com/historical/stock.php?symbol=NOK

better than money in the bank at the moment.

Re: Let's talk Nokia stock!
 

That kind of long term view is so 20th century. Everything that matters in our glorious neo-liberal world is measured at 3 month intervals.

Re: Let's talk Nokia stock!
 

Finnish investment bank FIM has just downgraded their Nokia target price to 5€/share (from previous 8€)...they are considered experts in Nokia analysis.

My guess is that the news on thursday will be very bad indeed.

Re: Let's talk Nokia stock!
 

From 8 to 5 Euro? Oh great.

But today, it went up 10 cents to 8.92, almost 9.00 today. Hmm.

Re: Let's talk Nokia stock!
 

4% is not much of a pop. Better: buy now (or after next news), sell when it doubles or more. It will.

Re: Let's talk Nokia stock!
 

Q2 results annoucement 13.00 finnish time (12.00 CET/ 11.00 UK). Live webcast (propably sound only) from results conference call two hours later here.

Most recent bad news that might affect stock price:

-Siemens annouced that it wants to cash in on it's share of Nokia SIemens Networks. They can't with the current partnership deal, but it will run out in two years. So Nokia has to relatively soon use billions to buy Siemens' share, find new partner to buy them or spin off NSN as a publicly traded company.

-Nokia is investigating the source for cobalt used in it's products. Some of it might be coming from Congo, where rebels use the mining income to fund a bloody civil war. Possible PR disaster.

-According to Iltalehti, if OPK get sacked his gloden parachute will be worth about 4,5 million euros.

Re: Let's talk Nokia stock!
 

Results are bad, but not worse than expected. Roughly within analyst expectations.Profit of 221 million euros. Sale volumes up, but profit margins going down fast. ASP still managing to find new lows point.

Share price jumping strangely between +/-2%.

Re: Let's talk Nokia stock!
 

the result is ok IMO. More troublesome is the profit margins. This issue most be stabilized at a "normal" level. Intressting to compare with other large Mobile vendors.

No doubt, Nokia still doing pretty good and selling alot of phones :)

Re: Let's talk Nokia stock!
 

They have sunk to Android manufacturing profit margins. Could just as well start printing Nokia logos on generic Android+Arm products, like Motorola and HTC.

Re: Let's talk Nokia stock!
 

Motorola did pretty well in carving a sub-brand out of android though, didn't they?

Among the Android handsets I have a soft spot for Droid series :)

Re: Let's talk Nokia stock!
 

Good as in going from nearly bakrupt to same kind of profit margins as Nokia now has.

Andoid+ARM is the "new Wintel". Decent business to be in as hardware manufacurer, but no a gold for anyone except Google.

Re: Let's talk Nokia stock!
 

Considering Nokia has not built a high end Mainstream device in the past 12 months the results are better then expected.

They increased Marketshare while Apple lost (of course different price points). Here are the Market Shares from Tomi Ahonen:

Ahonens quick comment:
It seems the low end Smartphones have really hit a nerv in the developing world... But I read that smartphone sales even in Europe were up for Nokia

Lets spread the word that Nokia is alive and kicking ;) Regarding the 40% profit drop that everyone is citing. Really? It was a year of catch up and there was not so much profit there in the first place... I am highly optimistic for next FY.

Re: Let's talk Nokia stock!
 

Doesn't help much with current prolems as the growth isn't coming from N- or Eseries. It's the cheaper models growing in Europe as well, while the high-end continues to collapse.

Re: Let's talk Nokia stock!
 

Agreed.

But there is a positive reason to it.
They did not launch high end devices.... The good news is that they stopped releasing devices as they are trying to get it right next time. Anssi used the N8 as a main phone for months now and I believe it will be an instant hit. Of course the US bloggers will report badly on the look and feel of the interface because bashing Nokia brings page views

Re: Let's talk Nokia stock!
 

Webcast begins in five minutes. Let's see if OPK gets his 4,5 million or not. They simply have to comment about the rumours, and analysts are 100% guaranteed to ask about it during the Q&A part.



OPK
Keypoints about Symbian:
-Over 50 million S^3 to be sold within next year.
-S^3 devices to have unified software making control of platform easier than before
-Symbian about leveraging Nokia's whole range. Meego about high-end only. Nokia to capitalize on strenghts of both platforms.
-Many S^3 devices coming after N8.

Nokia in general:
-Handset unit still providing healthy profit.
-Europe growth not robust, but believes Nokia will move to stronger position in European high-end market on second half of this year.
-S^3 profits not flowing in until Q4. Profit expectations for Q3 roughly same as Q2.
-New dual-SIM phones to be big sellers in developing world, especially in India.
-OPK says he's very optimistic about future.
-Very happy about recent good news concerning Nokia Siemens Networks (Of course since those are about the only good news concerning Nokia recently).
-NSN now market leader in LTE orders.

Timo Ihamuotila
-Active Ovi services user growth from 77 to 114 million users.
-Fast USD/EUR exchange rate fluctuation affecting results from regions where USD used as main international currency (Africa/Middle-East)
-ASP and profit margin falling due to pressure at high-end models.
-Nokia still to invest in radio IP and R&D, despite selling antenna manufacturing to Renesans. Only exiting from manufacturing, not technology innovation, in radiotechnology.


OPK Ends session by saying that "Nokia now nearing the end of it's painfull platform transition." (Says this in very emotional tone.)


Q&A
-OPK beliefs that Meego will help in USA. Symbian too tarnished in USA. Meego developers given order to prioritize development for USA market, since it's the market where Nokia is weakest.

-Qt used to blend Symbian and Meego platform user experience close enough in order to avoid consumer confusion between platforms. Crossplatform development for providing software for both platforms. He reiterates that N8 is the only S^3 Nseries device, but not neccesarily last Symbian Nseries device.

-Analysts very sceptical about profit margins for Q3 and Q4

-OPK at times stumbling on his line of thought while answering questions. Sounds very stressed. Absolutely no information about the rumours concerning OPK.

Re: Let's talk Nokia stock!
 

N900 is selling much better than excepted. N8 and meego models are coming, so my hint is strong buy!

Re: Let's talk Nokia stock!
 

So, now two executives leaving the company. Do you think this can result in any good news in lets say: less den 6 months?

Still don't see anything that can save the figures in Q4. and in Q1 n8 has reached its peak and hopfully n9 is alive and kicking...Just dont think that this is enough. The next one after n9 must be a monster and really increase marketshare in High-end segment or Meego is "useless" after that.

Re: Let's talk Nokia stock!
 

Metsämies, where did you get the sales figures of N900?. N900 is by no means a mainstream product, it's sales volume is a small fraction of total shipments.
Secondly, it is no more strongly marketed and Nokia has abandoned it totally, except being a nice test platform for Meego (just test bed, will not be supported by Nokia).
N900 has failed "ordinary users" like me. Superb HW and good OS has been spoiled with half-done apps. Core apps like calendar and email are so-so (sync issues etc.), no decent device-wide search, clumsy phone UI and last, king of crappy apps, Nokia Maps for Maemo.

Geeks and developers don't greate large volumes, who else would buy N900 now, when manufacturer has pushed it to side track?

Nokia stock is low already, since could be nice buy..maybe.

Re: Let's talk Nokia stock!
 

There are rumours in finnish media about finnish goverment buying 5-10% share of Nokia stocks. Mostly in order to stop speculation about Nokia takeover by Microsoft. Goverment funds hording the stock would obviously drive the price up quite a bit.

Re: Let's talk Nokia stock!
 

hope not. In fact I rather see MS buy some stocks. At least the have something to bring to the table.

But to be real. Don't think MS or finnish goverment will be buying. that % of the company.

Re: Let's talk Nokia stock!
 

Nokia's stock is over 10.00 today, around 10.14. I bought at 8.70 or so. So this mess might not be affecting it much.

But... let's see what Nokia World comes out with. That will be the deciding factor.

And I've set my stock to sell if it slides by 11%

Re: Let's talk Nokia stock!
 

nokia will present Q3 the 21 of oct. Since presentation of Q2 the stock have moved very little with a small increase of value.

During Q3 nokia launched n8 as a pretty advanced phone. But the launch come rather late and I'm not sure if N8 will give them any boost. Apple, Samsung, SE all launched new devices earlier in Q3. This must hit nokias sales a bit.

And still no N9. (not sure when E7 will hit the market but it will not affected Q3.

whats your take on Q3?

Re: Let's talk Nokia stock!
 

As far as the high end goes Q3 is not looking good. People who where going to buy high end Nokia phone have been waiting for N8 and that only sold a day in Q3 for selected markets.
I would expect rather strong sales from E5, X6, C6, E72 and C5.

Most importantly thought the future is looking good(Q4) and Nokia got strong lineup for it N8, C6-01, C7, C3 touch and type, X3 touch and type, E7(not too sure about it, but can not mention it), C5-03. So don't think the stock will come down much at least as long as there's no surprises(a'la NSN write-down 2009).
Q4 black horse is the N9 that if released early December will make the Q4 even better.

Re: Let's talk Nokia stock!
 

agree Also, I've not seen any profit warnings from Nokia for Q3 which must be a good thing.

Re: Let's talk Nokia stock!
 

Well, Nokia's guidance for Q3 was that it's going to roughly same as Q2. Don't really expect anything less nor more, and the stockprice is currently pretty much priced for it.

Q4 is going to be huge. Christmas + S^3 models (with big pre-order backlog due to delays) + truckloads of annual patent income from licensees.

Re: Let's talk Nokia stock!
 

well, lets see tomorrow...Think the result will be slightly better than Q2.

http://www.nokia.com/about-nokia/fin...mation/q2-2010

Re: Let's talk Nokia stock!
 

Q3 is allready priced in, unless Nokia decides to do somekind of accounting-voodoo by squeezing in S^3 pre-orders to Q3 results. The key tomorrow will propably be what forward looking view Nokia gives to Q4 and especially to 2011. It's also going to Elop's first conference call. Any unexpectedly positive or negative future guidance from Nokia might swing the stock considerably.

Results at 13.00(Espoo)/14.00 Franfurt/15.00 on-line @ http://investors.nokia.com/phoenix.z...&p=irol-irhome
Live feed from conference call 2 hours later. (link from nokia.com investor)


As a side note, earlier this month, guy from finnish middle-class investment organization said roughly:"These are the stocks we inherited and sold to americans for 40-50€/piece. It's now time to buy them back 7€/piece. Then sell them back few years from now 40-50€." I'm kind of undecided, but doesn't sound like a bad plan. The price is low right now...

Re: Let's talk Nokia stock!
 

I've set up my stock to where if they drop by 11.5%, I'll sell all of my stock and still gain a profit from when I bought their stock.

To be honest, I rarely do that, but the massive amounts of departures, the Symbian main dude leaving... Nokia is looking vulnerable from an investors perspective for the short term and a bit harder to read in the long-term.

Re: Let's talk Nokia stock!
 

I took the symbian guy leaving as a sign that he was getting out before Nokia went all meego all the time :)


Also I believe in unicorns.