These are my top picks in Scandinavia. I am very long all those stocks. I increased position today in NSKOG and AKH.
Aker Solutions – there is an investor day on Monday. They will announce going green. Three days play. No brainer
Aker Horizons – very bullish on this one. So many catalysts in the next two weeks:
- Subsidiary reporting – AKER Carbon Capture and AKER Offshore Wind are reporting tomorrow.
- Hydrogen project – the company announced , that on 19/2 they will announce “concrete projects and concrete partnerships” in hydrogen. This event can easily drive the share price up 5 NOK
- Post IPO research publication – The blackout period ends next week. The brokers will most likely wait and publish after the 19/2 event (see above). Brokers like Sparebank and Pareto (both in syndicate) can drive the share price up significantly.
MPC Energy – listed two weeks ago, trades at fraction valuatin of Scatec Solar. There is 10 times potential if it would trade close to Scatec. See this blog below on further details on this.
Africa Energy – this has a potential to multiply your money. I like the below article, that summarises the thesis well:
Norske Skog – people do not appreciate the restructuring story. The company is exiting paper and is entering high margin packaging (that replaces for example plastic plates in restaurants) with much higher margins. Further, the company is planning to list one of its subsidiaries, possibly as early as next week. Under my valuation the subisdiary could have 20% value of NSKOG market cap. Further they already announed that they will dispose their Australian paper business that would also help the share price. It is PAreto TOP PICK for this year. In summary the IPO and the Australian business disposal will drive the share price in the short term, the restructuring in the longer term. The stock has a potential to double by the end of this year. Very bullish.
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