Nordic Semiconductor (NOD)

Sverresen · april 20, 2021, 7:32pm

AirTags bekreftet av Apple - noen som har hørt noe her vedr. potensiell bruk av NOD?

TekBot · april 21, 2021, 6:59am

NOD: Reporting of transactions made by persons discharging managerial responsibilities in Nordic Semiconductor ASA’s shares

Reference is made to the 2020 Annual General Meeting (AGM) approving that part of the Directors remuneration should be paid in shares in the Company. As approved by the Annual General Meeting, the share-based part of the compensation for 2020 is paid after the AGM in 2021, and the number of shares is based on the amount due in NOK (NOK 75.000 for ordinary board members and NOK 250.000 to the chair) divided by the share price at closing on the day of the AGM 2021.

Based on the closing price on April 20th, 2021 of NOK 177.10, a total of 3,953 shares have been transferred to the Board Members. Please see attached notifications for persons discharging managerial responsibilities in Nordic Semiconductor ASA in accordance with Regulation EU 596/2014 (MAR) article 19. The underlying shares have been provided by transfer of the Company’s holding of treasury shares.
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Subsequent to the transaction Nordic Semiconductor holds a total of 1,819,034 treasury shares.

Birger Steen, Chair of the Board, was allocated 1,412 shares. Following the allocation, Birger owns a total of 182,643 shares in Nordic Semiconductor ASA.

Inger Berg Ørstavik, Board Member, was allocated 423 shares. Following the allocation, Inger owns a total of 3,854 shares in Nordic Semiconductor ASA.

Jan Frykhammar, Board Member, was allocated 423 shares. Following the allocation, Jan owns a total of 22,854 shares in Nordic Semiconductor ASA.

Anita Huun, Board Member, was allocated 423 shares. Following the allocation, Anita owns a total of 11,854 shares in Nordic Semiconductor ASA.

Endre Holen, Board Member, was allocated 423 shares. Following the allocation, Endre owns a total of 153,484 shares in Nordic Semiconductor ASA.

Øyvind Birkenes, Board Member, was allocated 423 shares. Following the allocation, Øyvind owns a total of 9,196 shares in Nordic Semiconductor ASA.

Annastiina Hintsa, Board Member, was allocated 423 shares. Following the allocation, Annastiina owns a total of 2,854 shares in Nordic Semiconductor ASA.

For further information, please contact:

Pål Elstad, CFO +47 99 166 293

This information is subject to the disclosure requirements in Regulation EU 596/2014 (MAR) article 19 number 3 and the Norwegian Securities Trading Act § 5 -12.

Kilde

TekBot · april 21, 2021, 9:08am

NOD: Exercise of employee share options

On April 21, 2021, employees in Nordic Semiconductor ASA have exercised 1,019,471 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 2018 and outstanding 2019 options vesting in first half 2021, which have all reached cap.

This options settlement will result in a cash payment of NOK 88,331,485 (~USD 10.6 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 described below:

Chief Executive Officer, Svenn-Tore Larsen, has exercised 33,388 share options. Following this transaction, he holds 1,905,400 shares and 12,721 share options, 10,621 RSUs and 24,057 performance shares in the Company.

Chief Financial Officer, Pål Elstad, has exercised 21,881 share options. Following this transaction, he holds 18,846 shares and 7,880 share options, 6,345 RSUs and 12,747 performance shares in the Company.

Chief Technology Officer, Svein-Egil Nielsen, has exercised 23,382 share options. Following this transaction, he holds 17,000 shares and 9,381 share options, 7,172 RSUs and 14,794 performance shares in the Company.

EVP Sales and Marketing, Geir Langeland, has exercised 22,255 share options. Following this transaction, he holds 187,700 shares and 8,256 share options, 6,621 RSUs and 13,328 performance shares in the Company.

EVP Supply Chain, Ole Fredrik Morken, has exercised 20,567 share options. Following this transaction, he holds 180,000 shares and 6,567 share options, 5,241 RSUs and 10,576 performance shares in the Company.

SVP Quality & Sustainability, Ebbe Rømcke, has exercised 12,253 share options. Following this transaction, he holds 68,900 shares and 5,254 share options, 4,276 RSUs and 8,544 performance shares in the Company.

EVP People & Communication, Katarina Finneng, has exercised 6,667 share options. Following this transaction, she holds 0 shares and 6,667 share options, 5,241 RSUs and 5,241 performance shares in the Company.

SVP Legal, Marianne Frydenlund, has exercised 5,983 share options. Following this transaction, she holds 2,200 shares and 4,315 share options, 4,000 RSUs and 7,506 performance shares in the Company.

EVP Product Management, Kjetil Holstad, has exercised 8,023 share options. Following this transaction, he holds 6,604 shares and 4,691 share options, 4,276 RSUs and 8,087 performance shares in the Company.

SVP Investor Relations, Ståle Ytterdal, has exercised 10,817 share options. Following this transaction, he holds 126,000 shares and 5,816 share options, 4,414 RSUs and 9,140 performance shares in the Company.

Employee Representative, Jon Helge Nistad, has exercised 1,927 share options. Following this transaction, he holds 927 share options and 600 RSUs.

Employee Representative, Susheel Raj Nuguru, has exercised 854 share options. Following this transaction, he holds 855 share options and 600 RSUs.

Employee Representative, Morten Dammen has exercised 2,887 share options. Following this transaction, he holds 1,186 share options and 2,150 RSUs.

Employee Representative, Joel Stapleton has exercised 2,794 share options. Following this transaction, he holds 1,095 share options and 2,650 RSUs.

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

Kilde

Biotecinvestor · april 21, 2021, 10:19am

Det spekuleres i, men er ikke enda bekreftet at NOD er leverandør til Air Tags.

ABG har vel spådd “JA” og regner med ca 90.000.000 solgte enheter med tilhørende intekter på ca 100.000.000 USD for NOD. Dette er selvsagt befengt med stor usikkerhet foreløpig, men jeg vil jo forvente at vi kort tid etter 30/4 vil bli mye klokere da brikkene blir tilgjengelig for bestilling.

Analytikere som dekker aksjen bør jo være meget interessert i å få kloa i en og plukke den fra hverandre fort som fy for å kunne bekrefte / avkrefte at det er nettop NOD som har levert komponenter her, på lik linje som i Apple pencil.

Forøvrig kan man glede seg over at både Pareto og Danske Bank er ute med oppdaterte analyser etter gårsdagens q1 presentasjon.

TekBot · april 22, 2021, 8:23am

NOD: Reporting of transactions made by persons discharging managerial responsibilities in Nordic Semiconductor ASA’s shares

Culibre · april 22, 2021, 9:48am

Rimelig hårete kursmål fra DNB på 250kr

Biotecinvestor · april 22, 2021, 5:58pm

Små, men samtidig relativt store (målt opp mot tidligere beholdning) innsidekjøp meldt i dag som styrker troen på at ledelsen har tro på produktene som NOD leverer og er villig til å sette penga sine bak det. AirTags er lansert og det er jo sterke indikasjoner på at disse kommer med NOD teknologi på innsiden. Dersom dette stemmer er det en enorm validering av backlogen til selskapet og bør bety inntekter på ca 100 mill $, årlig fra dette ene produktet alene.

Jeg har over de siste dagene økt beholdningen min med ca 3000 aksjer og føler meg priviligert som får kjøpe disse på dagens kurser etter denne sterke rapporten og med AirTags som potensiell trigger innen en ukes tid!

Konamixx · april 23, 2021, 6:49am

Feil tråd buddy

TAkurs · april 23, 2021, 6:50am

Takk Litt tidlig på morgenen for min del der

Stockand · april 23, 2021, 11:27am

Kunne man ikke bare ha betalt en av de som har lagt ut unpacking videoer for å plukke i stykker en da.

usainbolt · april 26, 2021, 12:24pm

CEO Chuck Robbins i teknologigiganten Cisco anslår at den globale mangelen på halvledere kommer til å vare i ytterligere et halvt år. Mangelen har fremfor alt rammet bilindustrien. Iht Robbins bygger leverandørene nå ut mer kapasitet. (Finwire news). Financial Times melder at mangelen nå også rammer produsenter av mobiler, TV’er og hjemmeapparater som vaskemaskiner og brødristere.

Fra XtraInvestor

Londonmannen · april 27, 2021, 5:49am

Hva vil en bekreftelse ha å si for kursutviklingen? Hvor mye er allerede innbakt i kursen?

Biotecinvestor · april 27, 2021, 6:29am

En bekreftelse på NOD sin tilstedeværelse i AirTags er først og fremst en viktig validering av markedsposisjon og produkt, men kan også bety gjentatte ordrer som monner gitt estimatene på ca 100 mill solgte enheter p/a.

Tar man de lange brillene på og ser for seg at AirTags blir en suksess gir det grunnlag for å anta at NOD blir en viktig leverandør til Apple også i fremtiden. NOD har 2(3) design wins hos apple de siste årene: Pencil, Home pod og nå (forhåpentligvis) AirTags. Jeg tror ikke markedet for små dubeditter som er koblet til mobil/Internett blir noe mindre fremover og hvis de aller største aktørene i bransjen velger NOD, ja da er det stort.

Gitt kursreaksjonene umiddelbart påfølgende Q1 (les fraværet av kursreaksjon) og den seneste tids oppgang er det liten tvil om at markedet forventer at NOD er leverandør til AirTags, men jeg tror ikke man skal undervurdere effekten av valideringen. Motsatt tilfelle vil antagelig bli møtt med salgspress. Jeg vil anse en slik korreksjon som en god kjøpsmulighet fordi det betyr at de har en backlog på 850 mill$ (grovt) UTEN at Apple er representert som storkunde, det gir enormt oppsidepotensial når de da evt. kaprer Apple som kunde (igjen) i fremtiden.

Kort oppsummert:
1: Antagelig vil man få et mini-rally på nyheten
2: Antagelig er mye priset inn allerede og man vil få en korreksjon dersom det skulle vise seg at de ikke har levert chip til Apple i denne omgang.

Londonmannen · april 27, 2021, 7:44am

Takk for utfyllende svar. Blir noen spennende dager. Forøvrig synes fremtiden å se særdeles oppløftende ut for NOD. Greit å ha ett lodd eller to i denne. Tydelig at mage aktører fortsatt ser en betydelig oppside i NOD.

TekBot · april 28, 2021, 7:02am

NOD: Grant of Restricted Stock Units and Performance Shares

On April 20th, 2021 The Annual General Meeting of Nordic Semiconductor ASA approved the issue of up to 600 000 Restricted Stock Units (RSUs) and Performance Shares, equivalent to approximately 0.3% of the company’s outstanding share capital.

In total in this release, 452 353 RSUs and Performance Shares have been granted, equivalent to 0.23% of the company’s outstanding share capital.
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As basis for the calculation of RSUs and Performance Shares, a weighted average share price the five trading days after the Annual General Meeting of NOK 182.2 has been used.

All Employee Plan
Today, on April 28th, 2021 the company has granted 386 743 RSUs to employees under the all-employee program. For employees, the RSUs will vest after two years and the shares will be delivered to the employee at the vesting date against payment of the par value of the share (subject to the employee’s continued employment with the Company). The shares may be newly issued shares or existing treasury shares.

Primary insiders in Nordic Semiconductor have received the following RSUs, according to the terms described above:

Employee elected Board member Jon Helge Nistad has been granted 298 RSUs. Following this transaction, he holds 898 RSUs and 927 options in the Company.

Employee elected Board member Susheel Raj Nuguru has been granted 286 RSUs. Following this transaction, he holds 886 RSUs and 855 options in the Company.

Employee elected Board member Morten Dammen has been granted 485 RSUs. Following this transaction, he holds 2 635 RSUs and 1 186 options in the Company.

Employee elected Board member Joel Stapleton has been granted 474 RSUs. Following this transaction, he holds 3 124 RSUs and 1 095 options in the Company.

Executive Management Plan
With reference to the Annual general meeting held on April 20th, 2021, members of the Executive Management team have today been granted a total of 36 640 RSUs and 28 970 performance shares in the company. The RSUs will vest after three years and the shares will be delivered to the employee at the vesting date against payment of the par value of the share (subject to the employee’s continued employment with the Company). The shares may be newly issued shares or existing treasury shares. The performance shares are issued conditional upon the achievement of a certain set of objectives. The performance shares vest and will be delivered at par value upon the completion of the performance period, which is three years.

If the executive achieves at least 80% of the set performance targets, 50% of the shares will be granted, whilst on 120% achievement of targets a maximum two times the shares will be granted. As such, if maximum performance is achieved on the performance shares, a total of 57 940 shares will be delivered to the executive management team. If less than 80% performance is achieved, zero shares will be delivered.

Details below is based on 100% performance achievement. For further details on the program, please refer to the Guidelines for Executive Compensation that was approved by the Annual General Meeting.

Svenn-Tore Larsen, CEO, received 10 933 RSUs and 6 213 performance shares. Following the grant, Svenn-Tore has 1 905 400 shares, 12 721 share options, 21 554 RSUs and 30 270 performance shares in the company.

Pål Elstad, CFO, received 3 056 RSUs and 3 056 performance shares. Following the grant, Pål has 18 846 shares, 7 880 share options, 9 401 RSUs and 15 803 performance shares in the company.

Svein-Egil Nielsen, CTO, received 3 455 RSUs and 3 455 performance shares. Following the grant, Svein-Egil has 17 000 shares, 9 381 share options, 10 627 RSUs and 18 249 performance shares in the company.

Geir Langeland, EVP Sales and Marketing, received 6 139 RSUs and 3 189 performance shares. Following the grant, Geir has 187 700 shares, 8 256 share options, 12 760 RSUs and 16 517 performance shares in the company.

Ole-Fredrik Morken, EVP Supply Chain, received 2 325 RSUs and 2 325 performance shares. Following the grant, Ole-Fredrik has 180 000 shares, 6 567 share options, 7 566 RSUs and 12 901 performance shares in the company.

Ebbe Rømcke, SVP Quality & Sustainability, received 2 059 RSUs and 2 059 performance shares in the company. Following the grant, Ebbe has 68 900 shares, 5 254 share options, 6 335 RSUs and 10 603 performance shares in the company.

Marianne Frydenlund, SVP Legal, received 1 927 RSUs and 1 927 performance shares. Following the grant, Marianne has 2 500 shares, 4 315 share options, 5 927 RSUs and 9 433 performance shares in the company.

Kjetil Holstad, EVP Product Management, received 2 156 RSUs and 2 156 performance shares. Following the grant, Kjetil has 6 604 shares, 4 691 share options, 6 432 RSUs and 10 243 performance shares in the company.

Ståle Ytterdal, SVP Investor Relations, received 2 066 RSUs and 2 066 performance shares. Following the grant, Ståle has 126 000 shares, 5 816 share options, 6 480 RSUs and 11 206 performance shares in the company.

Katarina Finneng, EVP People & Communication, received 2 524 RSUs and 2 524 performance shares. Following the grant, Katarina has 600 shares, 6 667 share options, 7 765 RSUs and 7 765 performance shares in the company.

For further information, please contact: Pål Elstad, CFO pal.elstad@nordicsemi.no +47 99 166 293

This information is subject to the disclosure requirements in Regulation EU 596/2014 (MAR) article 19 number 3 and the Norwegian Securities Trading Act § 5 -12.

Kilde

TekBot · april 28, 2021, 7:15am

NOD: Reporting of transactions made by persons discharging managerial responsibilities in Nordic Semiconductor ASA’s shares

Brutal · april 30, 2021, 7:57am

Kachiiiing! Slik blir det penger av.

Biotecinvestor · april 30, 2021, 9:13am

Dagens utvikling på aksjekursen minner meg litt om det som skjedde etter Q1… Flott, positiv nyhetsstrøm, men kursen reagerer knapt noen få kroner. Forhåpentligvis gjentar historien seg; Gode nyheter, plenty med tid til å laste opp nye aksjer før markedet etter ca 2 handelsdager oppdaget “å faen, det der VAR jo dritbra” også går kursen

Trymulf · april 30, 2021, 9:25am

Nå har vel aksjekursen gått nærmere 20 % siden toppnoteringen før Q1 ble lagt frem. Gitt at en del av oss allerede hadde 200 %+ avkastning det siste året før Q1, synes jeg utviklingen den siste tiden har vært sterk. Men, det er bare min ydmyke mening i et forsøk på å ikke bli grådig.

Biotecinvestor · april 30, 2021, 12:57pm

Jeg synes fortsatt at aksjen er for billig med tanke på vekstpotensialet og har økt min beholdning med ca 10% på bunnkurs I dag.