Our Top Ideas for Q3

We enclose our top ideas for Q3. I wrote her before about many of those and include links to the investment rationale.

BiovicaFDA 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.

Biovica International Should Double On Novel Breast Cancer Test Launch In Q3 | Seeking Alpha

Broker Comments on Biovica Received FDA Approval for First Ever Biomarker in its Field – Fit Investment Ideas

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.

Mintra: Smart Play On Shipping And Energy Exploration Boom – Fit Investment Ideas

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.

ABG Sundal Collier on Cool Company: Best Exposure to Appreciating LNG Spot Rates – Fit Investment Ideas

Pyrum Innovations – global leader in tire recycling

Pyrum Innovations: Co-Invest With BASF And Continental | Seeking Alpha

Pyrum – global leader in chemical recycling of tires announces construction of its third plant – Fit Investment Ideas

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.

Pareto: Africa Energy – Stars aligning & Significant news flow ahead – Fit Investment Ideas


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.

Linkfire: A Unique Play On Music Streaming Through Market Leader Growing At 50%+ CAGR | Seeking Alpha

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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.

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