the viking picker

[the viking picker @aboutequity]

@jorgenA74 @kjetil_lr @aksjefokus No it is not illegal, you can refer to it as stock promotion or headline/news flow management.

Management has a big incentive to promote the stock.

[the viking picker @aboutequity]

@jorgenA74 @kjetil_lr @aksjefokus Not familiar with the company, but just read the JV announcement it’s non-binding and the partners could be anyone. So the negative reading could be to drive an AI narrative to increase share price and do further capital increases

[the viking picker @aboutequity]

@OnodaCapital $shmd Aspocomp

[the viking picker @aboutequity]

@Albert_TheVoid @citrini NCAB is sourcing similar to ICAPE

[the viking picker @aboutequity]

@TomJensen1966 Et sjældent vagt og virkeligheds fjernt skriv fra din side. Kan anbefale din kollega Mortens perspektiv i Børsen for en tiltrængt horisont udvidelse.

[the viking picker @aboutequity]

@mr_deepvalue What are your view on the capitalized borrowing costs and risk of inventory impairment?

[the viking picker @aboutequity]

@SandroSpaso Bo Henriksen til FCK

[the viking picker @aboutequity]

@FundamentEdge And appreciate your sharing of knowledge.

[the viking picker @aboutequity]

@FundamentEdge What are your experience with small and mid cap companies and also outside the US?

[the viking picker @aboutequity]

@Szew_invest Interesting and thanks for sharing. Is there some sort of catalyst that would trigger a rerating?

[the viking picker @aboutequity]

@PhantasTrader Agree with most, though backend loaded guidance, slowing business momentum coupled with a valuation near ATH, the drop is to some degree justified.

The long term prospects are still extremely compelling.

[the viking picker @aboutequity]

@BRICSinfo Fake news, it was planned they should leave today…

[the viking picker @aboutequity]

@WallStreetMav You cant tariff European Union countries independently……🤫

[the viking picker @aboutequity]

@HedgieMarkets Good write up, thanks. Any take on what could be the canaries for AI not to deliver?

[the viking picker @aboutequity]

@GrindeOptions @AndreasSteno Agree - declining gross margin and some way to being economically viable.

[the viking picker @aboutequity]

@mosttt_ @evfcfaddict Good prompt, though depends on the company’s complexity. Will try on Alphasens ai model tomorrow, it worked well on gpt5 for a straight forward company

[the viking picker @aboutequity]

@londoncap100 @marketplunger1 It’s the hardest part of the job psychologically, since value creation is non existing and worries regarding employment comes within 1-2 months if no good ideas is found. A safe environment and knowing the success criteria helps for example one entering the portfolio a year.

[the viking picker @aboutequity]

@paulswaney3 Would like a copy!