SpareBank on Mintra – a highly potential public to private candidate

After the strongest quarter ever in Q1, Mintra reported another strong Q2 beat. Below is a summary of the broker reports. I wrote here about the investment case a few weeks ago. http://www.fitinvestmentideas.com/2022/07/15/mintra-smart-play-on-shipping-and-energy-exploration-boom/ We are long Mintra. Pareto Securities Report Q2 EBIT 34% ahead of expectationsMintra reports Q2 EBITDA of NOK 24m (22% ahead of PAS est.), EBIT of 18m (34% ahead ofContinue reading “SpareBank on Mintra – a highly potential public to private candidate”

Our Top Ideas for Q3

We enclose our top ideas for Q3. I wrote her before about many of those and include links to the investment rationale. Biovica – FDA approved first biomarker test in cancer area On Monday Biovica reported FDA approval for its unique breast cancer test. The stock went up only by 30%. The current market capContinue reading “Our Top Ideas for Q3”

Broker Comments on Biovica Received FDA Approval for First Ever Biomarker in its Field

We have been very bullish on Biovica. I wrote here several times about the opportunity, I published articles on SumZero and SeekingAlpha. We viewed the likelihood of the FDA approval for its Breast Cancer Test as over 90%. Market gave it much lower probability, the not patient retail sold the stock. Over the weekend BiovicaContinue reading “Broker Comments on Biovica Received FDA Approval for First Ever Biomarker in its Field”

Mintra: Smart Play On Shipping And Energy Exploration Boom

SeekingAlpha.com and SumZero.com published yesterday my article on Mintra. As both sites are accessible only to paying clients, I provide below full version of the article. Mintra – going up even in current turmoil, reporting best quarters in Mintra´s history, strong cash generation, high cash balance, no debt, AND still the cheapest among Nordic peers.Continue reading “Mintra: Smart Play On Shipping And Energy Exploration Boom”

Pyrum – global leader in chemical recycling of tires announces construction of its third plant

We have been very bullish on Pyrum Innovations, the most advanced company involved in chemical recycling of tires. Today Pyrum made two announcements: Announcing a recycling cooperation with Schwalbe Pyrum has announced a cooperation with the Ralf Bohle GmbH, who considers itself to be the European market leader for bicycle tires with its iconic brandContinue reading “Pyrum – global leader in chemical recycling of tires announces construction of its third plant”