NOD mot 300 kroner

marked1
NOD 20.04.2021 kl 08:31 69288

På tide å begynne en ny tråd, da 200 kronersgrensen trolig snart blir historie.

Nordic Semiconductor leverte tall i dag og stort bedre enn dette kan det ikke gjøres :) Dette er bunnsolid, og meglerhus bør stå i kø for å gi sterke kjøpsanbefalinger samt å øke kursmålene i NOD i de kommende dagene.

"Ordrereserven økte 550,6 %
Konsernsjef Svenn-Tore Larsen og resten av ledelsen i Nordic Semiconductor forventer inntekter på mellom 140 og 150 millioner dollar i 2. kvartal 2021. Kvartalsrapporten viser samtidig at Nordics ordrereserve var opp hele 550,6 prosent til 802,6 millioner dollar ved utgangen av mars, mot 492 millioner dollar ved utgangen av 2020.

Det er knyttet usikkerhet rundt vanskeligere tilgang på wafere i 2021, særlig 2. kvartal, men ifølge kvartalsrapporten er Nordic Semiconductor blitt tildelt komponenter som gjør det mulig å øke produksjonen med minimum 25 prosent fra 2020 til 2021.

«Etterspørselen holder seg sterk i alle våre sluttbrukersegmenter når connectivity bygges inn i nye applikasjoner og inn i et bredt spekter av industrier og sektorer. Vi mottar ordre med høye volumer fra et økende antall store kunder samtidig som vi beholder posisjonen som markedsleder,» sier Larsen i en kommentar."

https://finansavisen.no/nyheter/teknologi/2021/04/20/7655345/nordic-semiconductor-okte-inntektene-med-yy-prosent-i-1.-kvartal-2021
Redigert 20.04.2021 kl 08:47 Du må logge inn for å svare
3fotsyken
17.11.2021 kl 14:44 2709

Har steget +165,85% siste 12 måneder og har gått 7-gangeren siste tre år. Tar gjerne 165% til neste 12 måneder. Da er vi på 500 kroner...
Slettet bruker
17.11.2021 kl 11:44 2813

Tålmodighet og en blir rikt belønnet i denne.
Tusen takk til alle som panikk solgte..
El Cuervo
17.11.2021 kl 11:37 2828

Der bikket vi over 300 igjen. Stø kurs mot 400 nå :-)
3fotsyken
12.11.2021 kl 14:35 3231

Så nettopp denne. We're proud to share our nRF5340 SoC as the winner in 'RF/Wireless/Microwave' of the 2021 World Electronics Achievement Awards (WEAA)
https://www.nordicsemi.com/News/2021/11/Nordics-nRF5340-wireless-IoT-SoC-wins-World-Electronics-Achievement-Award?fbclid=IwAR1YtT-bWaZALuiQRyw95ZmYNaX5Zh3qHzx8x4M4TiHwuA9oUEWlT-ct9N4
Andersiverden
11.11.2021 kl 13:20 3490

Nok en ordre. And they keep coming!
Bellman & Symfon's Vibio employs nRF52832 SoC to set up alarm profiles via smartphone app
Nordic Semiconductor today announces that Gothenburg, Sweden-based Bellman & Symfon, has selected Nordic's nRF52832 Bluetooth® Low Energy (Bluetooth LE) multiprotocol System-on-Chip (SoC) to provide the core processing power and wireless connectivity for its 'Vibio' bed shaker alarm.
Andersiverden
08.11.2021 kl 13:22 3925

Dagens ordre. And they keep coming!
Dear customer, please find latest news from Nordic Semiconductor below.

Nordic-powered Bluetooth LE smartwatch delivers smart voice control
Monday, November 8, 2021 9:08 AM
DO Technology’s ID206 smartwatch employs Nordic’s nRF52840 SoC to support Amazon Alexa Voice Service functionality

Nordic Semiconductor today announces that Shenzhen, China-based smart wearables company Shenzhen DO Intelligent Technology Co., Ltd has selected Nordic’s nRF52840 Bluetooth® 5.2/Bluetooth Low Energy (Bluetooth LE) advanced multiprotocol System-on-Chip (SoC) to provide the core processing power and wireless connectivity for its ‘ID206’ smartwatch with ‘Alexa Built-In’.

READ MORE









3fotsyken
08.11.2021 kl 13:07 3944

Ferdig med korreksjon for denne gang ser det ut til. Full fart på vei til 300 igjen.
El Cuervo
04.11.2021 kl 15:45 4607

Stille i forumet. Holder vi pusten, mens NOD kryper oppover igjen? Nær 280 i dag og i god bevegelse i riktig retning.
Andersiverden
28.10.2021 kl 13:46 5848

Dagens ordre. And they keep coming!

Nordic-powered 2.4GHz wireless mouse supports very low-latency PC gaming
Thursday, October 28, 2021 11:27 AM
Nordic’s nRF52840 and nRF52820 provide connectivity between Glorious’ Model O Wireless mouse and a PC to support high-performance gameplay
Nordic Semiconductor today announces that Glorious, a Dallas, TX-based gaming technology company, has selected Nordic’s nRF52840 Bluetooth® 5.2/Bluetooth Low Energy (Bluetooth LE) advanced multiprotocol System-on-Chip (SoC) and nRF52820 SoC to enable low-latency data transfer between its ‘Model O Wireless’ mouse and the user’s PC for gaming applications requiring reliable and fast response. Glorious claims the Model O Wireless has among the lowest wireless latency of any mouse in its class.

READ MORE




Andersiverden
28.10.2021 kl 10:33 5945

uvitende skrev Igjen!


Hi ,
A couple of weeks ago, we launched the nRF Connect for VS Code - an extension pack that enables nRF91®, nRF53®, and nRF52® Series developers to use the highly extensible Visual Studio Code Integrated Development Environment (VS Code IDE) to develop, build, and debug applications based on the nRF Connect SDK.
Join our webinar on November 3rd, and we will:
• Get you started in no time
• Teach you the best practices to increase your coding productivity
• Show you how to create your own custom board
• And more!
The webinar will contain hands-on demonstrations so we recommend having the nRF Connect for VS Code installed, and preferably your Nordic development kit attached to your machine to follow along!

We hope to see you there!

Best regards,
Nordic Semiconductor



KeesB
23.10.2021 kl 18:17 6883

Fint vurdering ! Enig i at hvis NOD skal oppnåd USD 1mrd innen 2023 bør wafer tilgjengelighet tilta. Musk påstod vel det sammen. På CAPdag lærte jeg egentlig hvor dominant NOD er innenfor sine segmenter. Ekstra spennende.
Sørøya
23.10.2021 kl 17:46 6907

Sist NOD var i 300 var vel i midten av september og 4 kvartal blir vel litt redusert. Selv er jeg blant dem som mener kommentarene rundt ordreinntaket ble feiltolket og resulterte i et unødvendig stort fall. Innsiderkjøpet mener jeg bekrefter dette. Wafermarkedet vil være kritisk fremover, men mye avhenger av når vi får meldinger om at waferprodusentene øker kapasiteten. Selv tror jeg det kan skje i løpet av 3-4 måneder og da smeller vi fort over 300. Jeg treffer av og til og bommer ofte. Generelt har jeg mer tro på egne vurderinger enn meglernes analyseteam. For en gangs skyld er vel analytikere og jeg enige. NOD skal opp!


Dette gikk fortere enn jeg trodde!
Redigert 17.11.2021 kl 23:39 Du må logge inn for å svare
KeesB
23.10.2021 kl 16:57 6958

Jeg finner ingen "chatroom" hvor NOD blir aktivt vurdert, diskutert o.m. .. Er HO så langt den eneste?
Sørøya
23.10.2021 kl 14:24 7077

Ikke ubetydelig kjøp. Sender et signal til markedet om at fallet nok var noe overdrevet. Snart er vi tilbake igjen over 300.
3fotsyken
22.10.2021 kl 17:44 7368

KeesB skrev Ja
:36:31
TDN Direkt
Styrelederen kjøper i Nordic Semiconductor
Styreleder Birger K. Steen i Nordic Semiconductor (NOD) kjøpte fredag 10.000 NOD-aksjer for en gjennomsnittlig kurs på 263,61 kroner pr aksje, ifølge en melding.

Det utgjør en sum på 2,64 millioner kroner.

Etter kjøpet eier han og nærstående parter totalt 192.643 aksjer i Nordic Semiconductor.
KeesB
22.10.2021 kl 10:29 7766

This report was completed and disseminated at 8:28 CET on 22 October 2021
NORDIC SEMICONDUCTOR
Source of opportunity
While there was nothing but positives in the Q3 report, the market sent the stock down on what seems to us a misconception around what momentum is indicated by the order intake during the quarter. In our view, the report and CMD did nothing but confirm our view that the company is likely to continue surprising the market on the upside near- and longer-term. We view the reporting-day sell-off as a source of opportunity and reiterate our BUY and NOK350 target price.
Estimates mostly unchanged on the back of Q3 report. On the back of a report that only confirmed our original view (but significantly beat consensus across the board), we have made only limited changes to our estimates, and are now 3–4% and 8–9% ahead of (company-collected) consensus for 2021–2022e on revenues and EBITDA, and expect consensus to come up over the next couple of days.
We see order intake as solid, while the market seemingly saw it as weak. There seems to have been a misconception around the dynamics of the Q3 backlog. The market seemingly sent the stock down on (among other things) the back of sequential downtick in order intake during Q3. However, given duration aspects, the order intake in Q3 is not a comparable metric to the Q2 equivalent. On the contrary, the backlog crossing USD1.3bn without significant duration tailwinds (not accepting orders beyond 52 weeks), and the order intake of USD211m, are more indications in our view that demand in the next 12 months is already above the current USD789m consensus top line for 2022.
BUY and NOK350 target price reiterated.
KeesB
21.10.2021 kl 22:33 8050

Bra konklusjon tenker jeg. Synes også at det var for sent forklart også hvorfor så lite om utbytte? Jajja.
Lanfear
21.10.2021 kl 20:41 8208

Det virker som folk leste for mye opp i lav backlogg økning - Jeg så presentasjonen av Q3 og intervjurunden på slutten av dagen og da presiseres det at de ikke tar imot ordre etter Q1 2023 OG derfor har de ikke større økning i backlogg.
KeesB
21.10.2021 kl 20:31 8234

Jeg gjorde vel det sammen og så det som kjøps anledning. Q3 , meget bra presentasjon.
Lanfear
21.10.2021 kl 18:55 8377

Dette var ett merkelig fall. Hva forventet folk egentlig? Jeg hadde ikke noe valg idag enn å kjøpe mer, selv om jeg i utgangspunktet var overvektet som f#$% i NOD.
Andersiverden
21.10.2021 kl 16:50 8600

Dagens ordre. And they keep coming! Dagens dip er uforstålig.
The company’s cellular connectivity expertise can help developers using Nordic’s nRF9160 SiP accelerate time to market
Nordic Semiconductor today announces that Munich, Germany-based IoT and ICT Cloud solutions company, A1 Digital, has joined the Nordic Partner Program (NPP) as a Solution Partner. The partnership will provide Nordic customers developing solutions based on its nRF9160 low power System-in-Package (SiP) access to A1 Digital’s expertise across hardware, firmware, and cellular connectivity to enable them to bring their cellular IoT products to market faster.

247Bulli
21.10.2021 kl 14:58 8879

Ingen logikk i dette nei. Kjøpsanbefaling er over hele fjøla. Min teori er at "noen" med tilgang til FA ol med den ene hånden kommer med kursdrivende forventningspjatt mens de med den andre hånden låner ut aksjer til short når kursen er høy nok. Selvsagt holder de seg unna registrerpliktige mengder(0.2%). Dette stinker og håper vi klatrer over støtten på ca 247 før stenging. Kjøpt en del i dag og satser på en rekyl i morgen. Skjønner ikke at folk selger på dette nivået, spesielt med tanke på Q3 resultater...
Slettet bruker
21.10.2021 kl 14:43 8944

NOD var oppe i kr 320 for noen uker siden og har idag falt ned til kr 248, det er nesten 25% ned !

Urimelig å straffe et selskap på denne måten når de legger frem flotte tall for 3 kvartal og guider mot milliardinntekter.

Jeg kjøper med begge hender nå.

Sørøya
21.10.2021 kl 13:33 9125

Sliter litt med å forstå utviklingen i NOD. Noen store som selger på gode nyheter? Isåfall skal vi relativt raskt opp igjen.
Når det gjelder NEL ville selv de minste gode nyheter kunne gi en shortskvis. Løkke er utrolig positiv i fremtiden og det er fremdeles det NEL prises etter. Skal en shortportefølje på godt over 2 mrd kroner løses inn har den fremdeles mye å gå på. NOD skjønner jeg imidlertid ikke hvorfor detter så kraftig. Tror det er en overreaksjon og har derfor kjøpt ganske kraftig.
KeesB
21.10.2021 kl 13:22 9180

Utrolig ja. Cash , ok. Omsetning , ok. Mer enn antatt av analytiker. Utbytte varslet i fremtiden. også -11% ??
boupa
21.10.2021 kl 12:23 4476

Og luftslottet NEL er dagens vinner på elendige tall, Oslo børs i et nøtteskall.
El Cuervo
21.10.2021 kl 12:17 4495

Og som mange ganger før - gode nyheter - NOD går ned. Forstå det den som kan.
KeesB
21.10.2021 kl 07:14 4844

21.10.2021 07:00:00: NOD: Third quarter results 2021 and forward-looking statements



(Oslo, Norway - October 21, 2021) Nordic Semiconductor ASA reported revenue of
USD 148.5 million for the third quarter 2021, an increase of 24% from the same
quarter last year. Revenue growth continued to be capped by limited wafer
availability, and the order backlog increased to USD 1,316 million at the end of
September 2021.

Bluetooth revenue increased by 28% to USD 123.3 million, whereas Proprietary
revenue declined 5% to USD 18.1 million and Cellular IoT revenue more than
tripled to USD 5.3 million. Gross margin was 53.1% compared to 54.1% in the
third quarter 2020, and EBITDA of USD 28.3 million compared to USD 28.6 million
in the same quarter last year. The lower EBITDA margin reflects continued growth
investments in a period where supply chain constraints temporarily limit revenue
growth.

For the first nine months of 2021, revenue increased by 58% to USD 439 million,
with EBITDA increasing to USD 82.4 million from USD 49.9 million.

"We continue to see strong interest in our products and solutions although our
current delivery capabilities are limited by the supply constraints in the
semiconductor industry. We have established a very strong customer base across
both tier-1 customers and the broad market and continue to invest to capture the
large growth opportunities we see in the market", says CEO Svenn-Tore Larsen in
Nordic Semiconductor.

Nordic will adjust prices in the fourth quarter to reflect increasing wafer and
outsourced assembly and test (OSAT) prices and cost inflation through the value
chain. In combination with the indicated allocation of wafers, this allows the
company to guide for a revenue level of USD 150-170 million for the fourth
quarter of the year. Gross margin is expected at 51%-53% in the fourth quarter.

"Going into the final quarter of the year we expect a revenue level that
corresponds with full year revenue of around USD 600 million. We are now
confident that we can grow this to USD 1 billion already by 2023", says Larsen.

Capital Markets Day - forward looking statements

Nordic Semiconductor ASA later today hosts a Capital Markets Day to present the
company strategy. The presentations will contain certain forward-looking
statements which can be summarized as follows:

- Nordic expects to reach its USD 1 billion revenue target in 2023, one year
earlier than previously communicated. Given the company's order backlog, revenue
growth is dependent on supply rather than demand in this timeframe. Committed
wafer deliveries secure the 2022-2023 growth plan.

- Nordic expects continued revenue growth beyond this period and holds an
ambition to more than double revenue from 2023-2026. This growth ambition is
based on continued strong growth for the company's short-range business,
accelerating traction for its cellular IoT business, early traction for Wi-Fi
products, and gradually increasing revenue contribution from power management
products and other adjacent technologies and products.

- Nordic has consistently reported gross margins above 50% over the past years
and believes this will continue also going forward.

- Nordic has previously presented a long-term EBITDA-margin target of 20%. Given
the growth outlook the company believes scale benefits and increasing
operational leverage will enable the company to grow EBITDA-margin towards 25%
by 2026.

- Nordic remains committed to innovation and will continue to invest in R&D with
the aim to remain in the forefront of a technology development holding
significant growth opportunities over the next decades.

- Nordic assesses its cash position to be adequate given the expected level of
R&D and capex investments and believes a strong balance sheet required to ensure
flexibility and resilience. Cash generation is however expected to increase over
the coming years and will allow for the evaluation of cash return to
shareholders in 2023.

Practical arrangements

The management team will host a webcast presenting the third quarter results
today at 08:00 CEST. The presentation will be held in English. A live webcast of
the presentation can be found at www.nordicsemi.com/IR, and a recorded version
of the presentation will also be available after the event.

Nordic's Capital Markets Day at Oslo Konserthus starts at 15:30 CEST. CEO
Svenn-Tore Larsen will be joined on stage by EVP Sales & Marketing Geir
Langeland, CTO Svein-Egil Nielsen, EVP Product Management Kjetil Holstad, EVP
People & Communication Katarina Finneng and CFO Pål Elstad, and the
presentations are expected to be concluded at around 18:00 CEST.

The presentations will be held in English and will be made available at 15:00
CEST. A live webcast of the presentations can be found at www.nordicsemi.com/IR,
and a recorded version of the presentation will also be available after the
event.

For further information, please contact:
Pål Elstad, CFO Nordic Semiconductor ASA
Phone: +47 991 66 293

Ståle Ytterdal, SVP IR Nordic Semiconductor ASA
Phone: +47 930 37 430

About Nordic Semiconductor:

Nordic Semiconductor has been a pioneer in ultra- low power wireless solutions,
from proprietary technologies for PC accessories to today's Bluetooth low energy
and multiprotocol products and long-range cellular IoT solutions. Nordic
Semiconductor is the clear market leader in the ultra-low power wireless
segment, serving a growing market in consumer electronics, wearables, building
and retail, healthcare and an increasing number of other verticals and
applications. Nordic Semiconductor (NOD) is a public company listed on the Oslo
stock exchange in Norway.

For more information go to www.nordicsemi.com

This information is subject to the disclosure requirements according to §5-12 in
the Norwegian Securities Trading Act.
https://newsweb.oslobors.no/message/544728