Our Pyrum idea was selected as TOP PRO IDEA by Seeking Alpha

We published article on SeekingAlpha on Pyrum. SeekingAlpha selected our article in PRO Editor Selection of Best Ideas on SeekingAlpha. This indicates SeekingAlpha editors rank the idea highly. Idea Summary: Pyrum Innovations: Co-Invest With BASF, And Continental In The Global Tire Recycling Leader Annually, around 31 million tonnes of used tires need to be recycled.Continue reading “Our Pyrum idea was selected as TOP PRO IDEA by Seeking Alpha”

Pyrum vs Quantafuel – comparison of the two leaders in chemical recycling

I am big believer in chemical recycling. There are two leading companies – Quantafuel (QFUEL) focused on chemical recycling of plastic. and Pyrum Innovations (PYRUM) focused on chemical recycling of tires. Both companies have strong strategic vision and I belive that both are best positioned to become global leaders in their field. What they haveContinue reading “Pyrum vs Quantafuel – comparison of the two leaders in chemical recycling”

Norske Skog – Pareto ups its price target based on “Structural and cyclical earnings uptick ahead”

Summary of the Pareto Research is below: Structural and cyclical earnings uptick ahead The European publication paper market has responded well to thestrengthening of the economy and better than originally anticipated.Limited supply of recycled paper and capacity closures have tightenedmarkets further, seeing additional price hikes into 2022. NSKOG’s legacy assets are thus set for aContinue reading “Norske Skog – Pareto ups its price target based on “Structural and cyclical earnings uptick ahead””

Fusion Fuel – trading at 57% of its cash – interesting idea from Fearnleys brokers

I copy below a part of the note by my favorite broker at Fearnleys: Fusion Fuel (HTOO US) – Trading at 57% of net cashThe HTOO stock has fallen back recently despite its first solar-to-hydrogen plant Evora now being onstream and producing hydrogen. Evora 2 is now in full swing. Speaking with management/founders earlier thisContinue reading “Fusion Fuel – trading at 57% of its cash – interesting idea from Fearnleys brokers”