HAV – Buyback, Strong CF and Hiked Margin Guidance. Update from Kyoto Investor Day

HAV Group (HAV) reported another strong quarterly results. I enclose below a summary from Fearnley report today. I also include a brief summary of Kyoto Group capital market day. Finally, I enclose Pareto take on Bioinvent short term opportunity. Pareto analyst is very bullish Bioinvent, so we are. Top ideas from Fearnley Energy conference 24/11/21:Continue reading “HAV – Buyback, Strong CF and Hiked Margin Guidance. Update from Kyoto Investor Day”

Kyoto Group – Kjetil Bohn investment announces first sale of its thermal battery

When Kjetil Bohn left Quantafuel, he stated he wants to focus on his other investments. One of them is Kyoto Group (KYOTO), where Kjetil is one of the largest shareholders. Yesterday KYOTO announced its first commercial contract for its thermal battery. KYOTO market cap is 191m NOK. The company reported cash position from 1H21 ofContinue reading “Kyoto Group – Kjetil Bohn investment announces first sale of its thermal battery”

Linkfire – acquisition of the major competitor strengthens dominance

Linkfire is Denmark based and Sweden listed smart link service provider to all major music streaming companies. Yesterday, Linkfire announced acquisition of smartURL, the pioneer of the smart links and the second largest player in the area. By doing so, LInkfire strengthens its market position. We are long Linkfire. Five bullet point summary on LinkfireContinue reading “Linkfire – acquisition of the major competitor strengthens dominance”

Vicore Pharma – Phase two Covid results show 50% lower occurrence of COVID complications

Vicore Pharma today announced positive results of their Covid drug Phase 2 study. I enclosed below a summary from Pareto Research published today. We are long Vicore Pharma. The company is now recruiting for its COVID-19 phase 3 trial is now recruiting in 14 hospitals globally. Vicore is showing steady progress while continuing to beContinue reading “Vicore Pharma – Phase two Covid results show 50% lower occurrence of COVID complications”