How to Trade Putin’s Call For Scrapping Ukraine Grain Sea Export Agreement

Putin has threatened to turn away from a deal agreed earlier this year that allowed the export of agricultural products from Ukraine’s Black Sea ports to resume. He called the deal Scam. “It may be worth considering how to limit (food exports) along this line” the Putin stated. “UN data shows that from 87 cargoes,Continue reading “How to Trade Putin’s Call For Scrapping Ukraine Grain Sea Export Agreement”

Pareto on Vicore Results: “No other drug, neither the two on the market from Boehringer Ingelheim and Roche, nor the several ones in development have reported data even close to Vicore data”

On Friday Vicore presented its latest Covid results. “On coming Sunday, Vicore’s data was presented by key opinion leader Toby Maher, for the first time at a scientific congress. Therefore, we believe that many new eyes will learn about Vicore results” Pareto analyst says Vicore is very cheap for what they are acheving. We are long beforeContinue reading “Pareto on Vicore Results: “No other drug, neither the two on the market from Boehringer Ingelheim and Roche, nor the several ones in development have reported data even close to Vicore data””

Africa Energy: Total to Apply for Production Right on Block 11B/12B by 6 September

Summary of Pareto note from Friday: Imminent positive news  We expect operator Total to deliver the application for Production Right on Block 11B/12B shortly. This will be an important milestone for the development of the large resources, which with the fast-track development concept have potential to provide South Africa with much needed natural gas from 2026-27 onwards. In addition, theContinue reading “Africa Energy: Total to Apply for Production Right on Block 11B/12B by 6 September”

Pareto on Quantafuel : Exciting progression with Dubai and Saipem MoU 

QFUEL reported yesterday Q2. I found the presentation very good and recommend for watching see my yesterday post for the link. Pareto came up with bullish note on the report today. See the summary below Exciting progression with Dubai and Saipem MoU  Quantafuel delivered a quarterly report containing some short-term disappointments, where the volume guidingContinue reading “Pareto on Quantafuel : Exciting progression with Dubai and Saipem MoU “

Pareto on Quantafuel: Light at the End of the Tunnel

Pareto issued an update on QFUEL this morning. See the summary below. Quantafuel Joins forces with Saipem in the implementation of waste plastics recycling solutions QFUEL announced signing of a MoU to collaborate with Saipem in the industrialization and construction of waste plastics chemical recycling plants. This positions Saipem to construct under QFUEL’s technology license inContinue reading “Pareto on Quantafuel: Light at the End of the Tunnel”

Pareto: Mintra has ~80% customers in ‘oil, gas and maritime’, which are earning more money than ever. So is Mintra

Mintra is reporting best quarters in its history. The trend is going to continue. At the same time Mintra is the cheapest in Nordic Software Universe. Growth is going to accelerate in H2. We are long Mintra Summary of Pareto note from today Attractive counterparty exposure at <10x EBIT  In the tech space, ‘market tailwind’Continue reading “Pareto: Mintra has ~80% customers in ‘oil, gas and maritime’, which are earning more money than ever. So is Mintra”