Nordic Semiconductor (NOD)

Trymulf · februar 4, 2021, 2:26pm

Absolutt. Jeg har ikke noe kursmål på denne for egen del, da denne har vært buy and hold siden 50-tallet, men har tro på at selskapet bikker MCAP 50 ila. de neste 2-5 årene.

TekBot · februar 5, 2021, 9:35am

NOD: Exercise of employee share options

On February 5, 2021, employees in Nordic Semiconductor ASA have exercised 954 923 options in Nordic Semiconductor ASA.

The options contracts were granted to employees with a “cap” of three times strike price. Upon exercise, the company has the right to settle its option contracts in cash by paying the difference between the share price and the strike price, with a maximum settlement fee equal to the difference between the “cap” and the strike price.
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Based on the current share price, the Board has authorized the company to exercise its right to settle its options contracts in cash by paying the difference between the “cap” and the strike price for outstanding 2016 options and outstanding vested 2018 and 2019 options, which have all reached cap.

This options settlement will result in a cash payment of NOK 87,557,275 (~USD 10 million) to those employees who have exercised options.

All expenses related to the options exercise have already been recognized in previous quarters, and the options settlement has no net impact on the operating expenses of the company in the current or future quarters.

An overview of options exercised by primary insiders is attached hereto, together with an overview of the strike prices and primary insiders’ outstanding options per plan post-exercise.

Chief Executive Officer, Svenn-Tore Larsen, has exercised 119,629 share options. Following this transaction, he holds 1,905,400 shares and 46,109 share options, 10,621 RSUs and 24,057 performance shares in the Company.

Chief Financial Officer, Pål Elstad, has exercised 79,684 share options. Following this transaction, he holds 8,846 shares and 29,761 share options, 6,345 RSUs and 12,747 performance shares in the Company.

Chief Technology Officer, Svein-Egil Nielsen, has exercised 37,381 share options. Following this transaction, he holds 17,000 shares and 32,763 share options, 7,172 RSUs and 14,794 performance shares in the Company.

Sales and Marketing Director, Geir Langeland, has exercised 80,060 share options. Following this transaction, he holds 177,700 shares and 30,511 share options, 6,621 RSUs and 13,328 performance shares in the Company.

Supply Chain Director, Ole Fredrik Morken, has exercised 58,371 share options. Following this transaction, he holds 180,000 shares and 27,134 share options, 5,241 RSUs and 10,576 performance shares in the Company.

Quality Director, Ebbe Rømcke, has exercised 19,254 share options. Following this transaction, he holds 68,900 shares and 17,507 share options, 4,276 RSUs and 8,544 performance shares in the Company.

HR Director, Katarina Finneng, has exercised 6,666 share options. Following this transaction, she holds 0 shares and 13,334 share options, 5,241 RSUs and 5,241 performance shares in the Company.

Legal Director, Marianne Frydenlund, has exercised 7,648 share options. Following this transaction, she holds 2,000 shares and 10,298 share options, 4,000 RSUs and 7,506 performance shares in the Company.

Director of Product Management, Kjetil Holstad, has exercised 11,358 share options. Following this transaction, he holds 6,604 shares and 12,714 share options, 4,276 RSUs and 8,087 performance shares in the Company.

Investor Relations Director, Ståle Ytterdal, has exercised 30,816 share options. Following this transaction, he holds 244,000 shares and 16,633 share options, 4,414 RSUs and 9,140 performance shares in the Company.

Employee Representative, Jon Helge Nistad, has exercised 2,927 share options. Following this transaction, he holds 2,854 share options and 600 RSUs.

Employee Representative, Susheel Raj Nuguru, has exercised 854 share options. Following this transaction, he holds 1,709 share options and 600 RSUs.

Employee Representative, Morten Dammen has exercised 4,586 share options. Following this transaction, he holds 4,073 share options and 2,150 RSUs.

Finance Manager, Kine-Elena Reigstad, has exercised 1,273 share options. Following this transaction, she holds 3,411 share options and 2,350 RSUs.

Business Analyst, Thomas Angelidou Larsen, has exercised 6,786 share options. Following this transaction, he holds 2,823 share options and 600 RSUs.

For further information, contact: Pål Elstad, CFO +47 99 166 293

Kilde

TekBot · februar 5, 2021, 4:29pm

NOD: Notification of trade - Primary insider

Notification of trade - Primary insider Pål Elstad, CFO, purchased on February 5, 2021, 10 000 shares in Nordic Semiconductor ASA. Following the purchase, Pål Elstad owns in total 18 846 shares in Nordic Semiconductor ASA.

Primary insider Geir Langeland, Sales and Marketing Director, purchased on February 5, 2021, 10 000 shares in Nordic Semiconductor ASA. Following the purchase, Geir Langeland owns in total 187 700 shares in Nordic Semiconductor ASA.
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Primary insider Ståle Ytterdal, Investor Relations Director, sold on February 5, 2021, 118 000 shares in Nordic Semiconductor ASA. Following the sale, Ståle Ytterdal owns in total 126 000 shares in Nordic Semiconductor ASA.

The price of the shares mentioned above was NOK 159.16 and is based on the price obtained by a third party in the market.

For further information, please contact: Pål Elstad, CFO Nordic Semiconductor ASA Phone: +47 991 66 293 Email: pal.elstad@nordicsemi.no

This information is subject of the disclosure requirements acc. to §5-12 vphl (Norwegian Securities Trading Act)

Kilde

HeldigFyr · februar 6, 2021, 5:12am

Pareto Securities

Nordic Semiconductor - A Bluetooth revolution - BUY/TP NOK 185 (135)

Update

NOD continues to exceed expectations (and then some), including a backlog increase of almost 5x y/y and a Q1’21 guiding which on mid-range was 34% above consensus. The latter now equals 92% y/y growth, showcasing an unprecedented increase in demand for its products. Reflecting this, we up our 2021 revenue estimate to NOK 580m (up 43% y/y), which its current backlog already covers 85% of. While the discrepancy of supply/demand for wafers (key component in NOD’s products) might hold back growth or push it out in time, its positive that NOD has implemented measures to mitigate some of this. We increase our TP to NOK 185 (135) and reiterate out Buy recommendation.

HeldigFyr · februar 8, 2021, 10:01pm

Utrolig at NOD er en slik unvurdert tema på Tekinvestor.

er 200 realistisk?

TekBot · februar 10, 2021, 3:21pm

NOD: Notification of trade - Primary insider

pleximus83 · februar 11, 2021, 11:13am

konkurransen tilspisser seg…

HeldigFyr · februar 15, 2021, 7:08am

new releases Feb.2011

Screenshot 2021-02-15 at 08.05.35

pleximus83 · februar 15, 2021, 3:04pm

https://www.ft.com/content/abed966f-41b6-48ed-bc5c-5d99ada36827

TekBot · februar 18, 2021, 4:23pm

NOD: Notification of trade - Primary insider

HeldigFyr · februar 22, 2021, 3:10pm

22/02 morsomt

TekBot · mars 17, 2021, 8:11am

NOD: Annual Report 2020

TekBot · mars 26, 2021, 8:01am

NOD - Notice of Annual General Meeting 2021

Savepig · april 2, 2021, 10:28pm

NOD ser slett ikke verst ut!

NORDIC SEMICONDUCTOR

Deutsche Bank inleder bevakning på Nordic Semiconductor med köp och riktkurs 200 norska kronor (Finwire)

2021-03-18 06:47

Deutsche Bank inleder bevakning på Nordic Semiconductor med köp och riktkurs 200 norska kronor

newsroom@finwire.se
Nyhetsbyrån Finwire

TekBot · april 12, 2021, 9:14am

NOD: Invitation to first quarter results for 2021

Nordic Semiconductor ASA will release its first quarter results for 2021 on Tuesday April 20th 2021 at 07:00 CEST.

Due to the coronavirus, the Company will conduct the presentation only as a webcast.
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CEO Svenn-Tore Larsen and CFO Pål Elstad will present the results at 08:00 CEST and the presentation can be followed live via webcast found on the IR pages at www.nordicsemi.com. A recorded version of the presentation will be made available after the presentation has concluded.

The Company will enable the possibility to ask questions by following the link on the webcast.

Reminder: All shareholders of Nordic Semiconductor ASA are invited to the Shareholders’ Annual General Meeting on Tuesday April 20th 2021 at 09:15 CEST. All documents regarding the Annual General Meeting including link to enrollment can be found at: https://www.nordicsemi.com/AGM

For further information, please contact: Ståle Ytterdal, Director IR & Strategic Sales T: +47 930 37 430 E: ir@nordicsemi.no

Kilde

Biotecinvestor · april 14, 2021, 4:29pm

Oppdatering fra DNB Markets i forkant at Q1 presentasjon:

Nordic Semiconductor har hentet seg noe inn igjen etter at aksjen falt tilbake fra en topp på 175 kroner i midten av februar. 20. april presenterer selskapet sine kvartalstall, og DNB Markets gjentar nå sin kjøpsanbefaling på aksjen.

– Kjøp før førstekvartalsrapporten. Den blir bra, sier analytiker Christoffer Wang Bjørnsen til Finansavisen.

Han opererer med et kursmål på 202 kroner, 26 prosent over mandagens sluttkurs på 160,30 kroner.

Selv om det fortsatt er usikkerhet knyttet til mulige flaskehalser hos leverandørene også i tiden fremover mener analytikeren at disse bekymringene nå er mer enn reflektert i verdsettelsen.

Overdreven frykt
– Vi mener frykten for mangel på wafere fra Asia er overdreven, og at konsensus er alt for lavt for første halvdel av året. Når forventningene er så lave er det vanskelig for oss å se et scenario hvor Nordic ikke leverer et første kvartal og andre kvartal over forventningene. Ser man på aksjekjøpet til finansdirektør Pål Elstad i februar så virker heller ikke han å være særlig bekymret for fremtiden, sier Wang Bjørnsen til Finansavisen.

Estimatene DNB Markets opererer med for første kvartal er på linje med konsensus. Meglerhuset ligger imidlertid rundt 18 prosent over konsensus når det gjelder omsetningen i andre kvartal.
Wang Bjørnsen forventer at selskapets oppdatering og utsikter for det løpende kvartalet vil kunne løfte konsensusestimatene og dermed kursen fremover.

– Slike komponentmangler som man står overfor nå er et fenomen som kommer og går, som det alltid har gjort. Det vil si at dette kommer til å normalisere seg uansett. Nordic er uten tvil posisjonert på riktig siden av historien, så man vet man får rett til slutt, sier Wang Bjørnsen.

Biotecinvestor · april 20, 2021, 8:40am

Det må komme oppdateringer fra de fleste meglerhus innen nær fremtid. Jeg mener at etter dagens rapport bør vi kunne se targets som ligger nærmere 250 hos de mest optimistiske husene (eks. Christoffer hos DNB Markets med sitt kursmål på 202 før q1).

Konsensus i markedet var en forventet omsetning i Q2 på ca 80% av omsetning q1 grunnet wafer mangel. Når selskapet nå selv guider med ca 110% omsetning q2 mot q1 bør dette bety at “pessimistene” som Artic og SB1 Markets burde kunne jekke opp sine estimater med ca 30%, fra 175 til ca 225 hvis de tror på selskapets guiding. DNB Markets har over tid lagt seg noe over konsensus i markedet og med det truffet best, men selv deres forventinger ble overgått med nesten 10% i dette kvartalet.

Backlogen på 800 mill er 550% opp Y/Y som tyder på at NOD knapt vil rekke å få wafers inn døra før de er på vei ut igjen med 50% margin. Tydelig tilbakemelding fra Ståle også på at tilgangen på wafere ikke er så krise som man kunne frykte og gjentar budskapet om garantert levering for wafere tilsvarende 25% vekst for 2021, sammenlignet med 2020.

Jeg likte det jeg så i dag veldig godt, men taler selvsagt for min syke mor da jeg er betydelig eksponert mot selskapet.

Trymulf · april 20, 2021, 9:14am

Jeg deler din optimisme. Fantastisk selskap som leverer kvartal for kvartal. NOD utgjør min nest største eksponering, og er samtidig det selskapet jeg har høyest conviction på.

Jeg er ikke så fryktelig opptatt av kursmål, men antar i likhet med deg at det vil komme en bred oppjustering fra meglerhusene de nærmeste dagene. Om ikke annet er kursmålene et fint virkemiddel for å understøtte videre kursoppgang.

TekBot · april 20, 2021, 11:10am

NOD: Annual General Meeting held in Nordic Semiconductor ASA

E24Bot · april 20, 2021, 1:46pm

Forsyningstrøbbel kan gi kjøpsanledning