and I'm going on vacation on Monday, I have another Scandinavian doubling pearl for those who $CLAV (+3,38 %) too speculative, I have another Scandinavian doubling pearl.

This is the $NOD (-1,61 %) a chip company that is at home in Bluetooth technology and, thanks to its superior technology in this area, contributes to halving energy requirements while doubling performance in the so-called IoT area.

The customers of $NOD (-1,61 %) include $MSFT (+0,65 %) , $AAPL (-1,77 %) , $META (+0,33 %) and $GOOGL (+0,53 %) 4 of the Magnificat 7.

But Huawei and $700 (-0,58 %) are among the illustrious clientele.

I believe that $NOD (-1,61 %) can take a good slice of the growing IoT market and that a share price of between €25 and €30 is realistic over the next 12 months.

So now I wish everyone a good weekend. And remember, Monday is a holiday in the USA. My flight to the other end of the world is not the USA, but the other direction, so I've put it there specially.😂😎

Very good quarterly figures (especially profit margins) despite difficult environment. Guidance for >$1B revenue in 2023 and >$2B in 2026 clearly confirmed.

Position in Nordic Semi as targeted one of the larger in the portfolio and for the time being voll👍🏻

We had a few calls with Nordic Semiconductor and the management made an excellent impression.

Yesterday Marianne Frydenlund (Senior VP of Legal & Secretary) visited a panel where we were also represented and talked about the future direction of Nordic Semiconductor in the IOT area. Here are just a few facts about the company. A detailed analysis will follow at some point. For us, this is a company we will keep an eye on in the near future.

𝐁𝐞𝐰𝐞𝐫𝐭𝐮𝐧𝐠

Market capitalization

54.118B

Enterprise Value (MRQ)

48.685B

Enterprise Value/EBITDA (TTM)

38.5457

Total Shares Outstanding (MRQ)

190.959M

Number of employees

977

Number of shareholders

8.8K

Price-earnings ratio (P/E)

98.9974

Price-to-sales ratio (TTM)

11.1424

Price to Book (FY)

15.7040

Price to Sales (FY)

14.4656

Nordic Semiconductor ASA was founded in 1983 and is headquartered in Trondheim, Norway.

The company specializes in ultra-low power components based on its proprietary 2.4 GHz RF, Bluetooth low energy, LTE-M and NB Internet of Things (IoT) and develops low power mobile IoT. It also offers Bluetooth 5 solutions, low-power mobile devices for IoT, and Bluetooth 5.1 solutions for direction finding applications. In addition, the company offers Zigbee 3.0 IoT solutions, threaded solutions for IEEE 802.15.4 low-power devices, nRF9160 system-in-package, nRF52 and nRF51 series system-on-chips, and nRF591, nRF53, nRF52, and nRF51 series software development kits; ANT, a proprietary ultra-low-power wireless solution for battery-powered products; and application-specific integrated circuits and related consulting services.

In addition, the company offers system development software, communication stacks and application layer software, as well as development tools for desktops, cell phones and clouds.

The company's products are used in various applications, such as. in audio, automotive, beacon, computer peripherals, drug delivery, disease monitoring and testing, smart home, healthcare, connected health and home, education, industrial automation, LED lighting, logistics/asset tracking, transportation, retail and payment systems, Sports and Fitness, Toys and Games, Virtual Reality and Augmented Reality Products, Remote Control, Measurement Devices, PC and Tablet Accessories, Mobile Phone Accessories, Construction and Retail, Consumer Electronics, and Wearables, including Connected Watches, Jewelry, Proximity Tags, and Smart Clothes and Apparel.

Share price decline after Q3 figures exploited.

In my opinion, the guidance for the business looks very good aus☺️👍🏻