Independent Financial Planner/Advisor
Contributor's Links: European Jewels Seeking Alpha
Nelson M. Alves is a professional investor, established in Portugal. He started his career in 2007 right at the start of the biggest crisis since 1929. Until 2012 he worked in several trading desks. In 2012, Nelson A. wrote the first volume of the European Jewels research collection (now ...more



Latest Comments
Sorrento: Great Time For A Capital Raise
3 years ago

The price hovered around $9 for less than a day. I doubt that they could get that price. However, I'm assuming that the capital raise will go forward (unless the market conditions aren't there).

In this article: SRNE
Notes On Friday’s Meltdown: Don’t Let It Fool You
5 years ago

Couldn't agree more. The end of the trade war should be positive for the economy, but not necessarily for the market (YTD rally already incorporates that sentiment)

In this article: QQQ, SPY
Tesla’s Secret Sauce: Startup Leadership Style
6 years ago

Hi Gary,

Like EVs or not, the truth is they Tesla has demand for them and so far it still lacks the capacity to cover all the orders.

This is a new market that is gaining traction and cannot be disregarded going forward.

In this article: TSLA
Can Business To Business (B2B) Bring 3D Systems To A Whole New Level?
8 years ago

Hi Wendell,

Excellent question! There were talks about HP and also about GE.

I am a bit divided about the chances of HP or GE acquiring 3DS. On one hand, the board seems to be committed with the company. Chuck Hull (one of the main characters in the development of the 3D tech) is still within the company and that should pend in favor of an independent path. Additionally, the new CEO has a good profile to develop 3DS' business.

However, as we saw with Nokia, hiring a CEO that has worked for the potentially predator company cannot be disregarded as a sign that an acquisition might happen.

All-in-all I say that 3DS has good chances of maintaining its independence.

In this article: DDD
The Rumors Are Getting Stronger: Nokia Is Staging A Comeback To The Smartphone Arena
8 years ago

Thanks Rakesh!! Let us see how that plays out.

In this article: NOK, ALU
Is Nokia Going To Connect People Again?
9 years ago

I agree with you on the cash as you can see in the article. The cash they have is not enough for a serious acquisition. But the joint venture with Sony is a realistic possibility.

Yes, a big part of the mobile staff has left, but as I say in the article, Finland has produced lots of skilled people for the mobile sector. Additionally, many former engineers would be interested in coming back to Nokia if the company started a credible project.

Possibly, a comeback would be based on Android. I agree with you on that, but it doesn't mean that it would be bad. But I see your point there.

About the N1, there were Nokia Lumia phones that sold worse, so maybe the N1 isn't that meaningless.

Finally, as you say Chinese telecom vendors are squeezing margins in the sector, Nokia has to find growth opportunities in adjacent areas.

Thanks for your comment.

In this article: NOK, SNE, MSFT
Blackberry - Lost In Communication
9 years ago

If you ask me if they are still useful, I think so. The Nokia case illustrates this, Nokia has been able to keep extracting money from patents. But capitalizing on patents made in the past is not exactly a business with a great future. I think the question is more if they can put those patents to use in order to serve a customer segment better than anyone else. Because if they do, they will start adding valuable patents again.

During the troubled times, when they still had the double CEO model, one of them suggested focusing on messaging, which was what they were doing better than anyone else. No one can know for sure, but this could have been a smarter move.

In this article: BBRY (NOW BB), AAPL, T
The Euro & The Waterfall Projection – Judgment Day
9 years ago

Very good Historical interpretation. I have always defended that the German view about money supply is too simplistic to offer any meaningful guidelines for economic policies. Obviously, the Southern Europe problems need more out of the box solutions than just austerity and tight money supply...

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