Voleon Capital Management LpNorway
Summary for all available positions:
Lost -25.78 million on Avance Gas Holding (history)
Earned 22.05 million on Nel (history)
Lost -4.91 million on Pgs (history)
Lost -5.56 million on Photocure (history)
Lost -14.93 million on Bw Offshore Limited (history)
Earned 18.92 million on Dno (history)
Lost -17.92 million on Bw Lpg (history)
Lost -4.85 million on Xxl (history)
Lost -0.53 million on Axactor (history)
Earned 9.04 million on Norwegian Air Shuttle (history)
Earned 1.39 million on Bergenbio (history)
Earned 9.09 million on Grieg Seafood (history)
Earned 31.90 million on Aker Solutions (history)
Lost -21.50 million on Norwegian Finans Holding (history)
Lost -1.70 million on Nordic Nanovector (history)
Earned 12.16 million on Storebrand (history)
Lost -5.44 million on Borr Drilling (history)
Earned 23.61 million on Flex Lng (history)
Lost -15.90 million on Hexagon Composites (history)
Earned 1.24 million on Funcom (history)
Lost -212.58 million on Borr Drilling (history)
Sum: -202.21 million NOK

Man lurer jo virkelig på hva slags analyser de foretar og hvordan de kommer fram til sine konklusjoner om at det er lurt å sette en short.

Måtte de brenne seg like mye på REC som på denne:

Lost -212.58 million on Borr Drilling (history)

Fra Voleons nettsider:

At Voleon, we approach investment management through the prism of machine learning, in which flexible statistical models are applied to the problem of financial prediction. Rather than having humans look at individual events within the marketplace, machine learning employs statistical algorithms capable of detecting persistent effects across large swaths of data. Besides financial markets, there is a wide array of other real-life applications for machine learning, from medical diagnosis to weather prediction.

Det vil si de har null peiling hva som venter dem da haha skal vi bette hvor mye de går i tap her da haha

Regner med denne maskinen deres går raskt i kjøpsmodus så for denne stiger 7% på en dag

Mens vi venter på at spaden settes i jorda og det bygges fabrikker i nabolaget til Rec, så må vi anta det inngås langtidskontrakter. Behovene som er skissert for VP, Group14 og Sila (kanskje flere) overstiger allerede kapasiteten for det Rec kan levere. Det vil være litt dumt at fabrikken står ferdig og Rec er utsolgt.

Mulig det er nevnt før, men la merke til at slide 12 i RECSI sin siste presentasjon og side 5 i Sila sin "The future of energy storage" hadde visse likheter..

Jammen - det er visst Sila som har laget den grafen!
https://twitter.com/SilaGene/status/1301197901368942593

Sylskarp observasjon.🙌

😂👍

Markedet trenger å få den inn med teskje:)