Quantafuel Q1: “We have never been even close to the progress we are experiencing today” – Selected quotes from the Q1 Webcast

Quantafuel delivered its Q1. The most important news are high run times of the Skive plant and reiterated the guidance to be CF positive in H2 for both Skive and Kristianslund. The management was very optimistic about the progress. The analysts focused on lowered production guidance for the year which overshadowed the other positive news.Continue reading “Quantafuel Q1: “We have never been even close to the progress we are experiencing today” – Selected quotes from the Q1 Webcast”

Quantafuel – Sentiment so Negative – Q1 Can Only Surprise to the Upside

There is a major discrepancy between the market sentiment on Quantafuel and the positive signals on progress from the management. We believe Q1 report this Friday could be the turning point for the company fortunes. Market sentiment on Quantafuel is the most negative since its IPO. No progress Q1 report should surprise no one. MajorContinue reading “Quantafuel – Sentiment so Negative – Q1 Can Only Surprise to the Upside”

Pareto on Linkfire: Amazon Music deal gives us confidence in 2022 guidance

Below is a summary of Pareto´s new research on Linkfire from last week: “Linkfire is currently down ~67% since its IPO, and is down around 47% YTD. Valuations for Linkfire’s peers have also traded down significantly, but we believe Linkfire is undervalued at current levels” Pareto estimates the revenue growth to accelerate from 36% inContinue reading “Pareto on Linkfire: Amazon Music deal gives us confidence in 2022 guidance”