Pareto should publish their initiation research on Linkfire in next few days. Their black out period ends on 28 July. This will be the first major catalyst
I am very bullish Linkfire. There are multiple catalysts in the next three months that should double the share price over that time horizon. The market is starting to appreciate. At one point the share price was up 30%, it is up 15% now. I believe it is only start. The publication of research by Pareto next week should introduce the investment story
- 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 on Tusday a short video introducing Linkfire, it is worth the 90 seconds of your life. Recommended.
OTHER IDEAS THAT SHOULD DOUBLEIN NEXT THREE MONTHS
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 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.