Yesterday I got an email form a DNB broker:
“You’ve made some phenomenal calls – thank you very much keeping me posted, got a watchlist of your names! The only thing that seems to have made any money recently.”
Our Xbrane call more than doubled, Biovica is up almost 50% in less than a month and unless there is a global panic, it should double in this quarter too. I am very confident about my new idea Linkfire, that I wrote last two days about.
I am out of Xbrane now. I love the company, but there is not that much happening for the next few months – the stock should stagnate over the period so I will use the capital for other opportunities. If there is a sell off, I would definitely come in again. It was my best IRR stock this year and I believe it could be my best stock in 2022 again.
I am very bullish Biovica. They have a novel breast cancer test and they are awaiting FDA approval this quarter. They have 30 studies from the most reputable US and European hospitals (Jo Hopkins, Cleveland clinics…) that the test works. It saves lives and money. The strength of the studies minimizes the risk. The company has build relationship with the hospitals, labs and opinion leaders, so they will start selling the test right after the approval – everything is ready for commercialization. As we will get closer to the end of the Q3, the share price performance should accelerate. It did for Xbrane and it does for many other pharma companies in similar situation. I am long Biovica. Full investment thesis is below:
I am very bullish Linkfire. There are multiple catalysts in the next three months that should double the share price over that time horizon. Linkfire has a potential to be ten times higher over the next 3-5 years. Not many companies can achieve that.
There are many music streaming companies, but only one company services all majors. Linkfire has 70% market share in the novel product.
Linkfire has been growing revenues 50-70% CAGR. The growth is accelerating with penetration into new segments. Gross margin is stable at 76%.
Linkfire is negotiating on purchasing the second largest company to strenghten its position. Below is a link to an article with full investment story:
I posted yesterday a short video introducing Linkfire, it is worth the 90 seconds of your life. Recommended.
I am very bullish Quantafuel. I wrote several times here about the company. They have the partners, the vision and the first mover advantage to become a global leader in plastic recycling. Based on my talks with the management I believe they will announce the proof of concept with one or two months. I believe this should be a major catalyst for the stock. I also understand that after reaching the milestone they should apply for the main listing in Norway, which would significantly increase their investor universe. Once they do proof of concept there should be a string of material catalysts. I believe it is a good candidate for doubling this quarter after they reach the proof of concept. I think the major share price growth will happen in Q4 once they start operating the plant in full. Investment thesis below:
Disclosure: I/we have a beneficial position in the shares discussed above either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. The article does not represent investment advice.