We enclose our top ideas for Q3. I wrote her before about many of those and include links to the investment rationale.
Biovica – FDA approved first biomarker test in cancer area
On Monday Biovica reported FDA approval for its unique breast cancer test. The stock went up only by 30%. The current market cap is only around 80 million USD. Very low for the first biomarker test in cancer area. There are plenty catalysts shortly. Strong takeover candidate. See the links for details.
Mintra – high beta play on shipping and energy exploration growth.
Mintra reported best Q in Q1. Pareto believes Q2 should be even better. Q2 is due on 11/8. Mintra is profitable, growing strongly, healthy cash flow generation, no debt and it is still one of the cheapest vs Scandinavian peers. Doubling candidate for this year.
Cool Company (LNG Tankers)
Russia war against Ukraine results in gas shortage. EU wants to buy gas from elsewhere. LNG tankers should be the beneficiary. Cool Company was recently listed in Norway, US listing is due in 2H22. Should appreciate strongly this year.
Pyrum Innovations – global leader in tire recycling
Africa Energy – one of the few energy stocks that has been raising even in the recent weeks
Major catalysts expected this quarter. See below for details.
A global leader in servicing streaming companies. +70% market share, +70% gross margin, 50-70% revenue growth. Top 10 IPO from Denmark. Unjustifiably punished by the growth stock sell off.
The goal of the blog is to provide investment ideas for further research. 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. Please do your own research before making any investment action.