Fit Investment Ideas

This morning, Quantafuel announced that they have signed a FEED agreement with DUBAL Holding and BASF for chemical recycling of waste plastics in Dubai. The project, consisting  of an 80,000 tons per year facility, moves into the FEED stage after a six-month feasibility study, with a potential FID date targeted for early next year. PositiveContinue reading “Quantafuel Dubai Announcement – Broker Comments”

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 capContinue reading “Our Top Ideas for Q3”

We have been very bullish on Biovica. I wrote here several times about the opportunity, I published articles on SumZero and SeekingAlpha. We viewed the likelihood of the FDA approval for its Breast Cancer Test as over 90%. Market gave it much lower probability, the not patient retail sold the stock. Over the weekend BiovicaContinue reading “Broker Comments on Biovica Received FDA Approval for First Ever Biomarker in its Field”

We have been very bullish on Cool since the war started, I wrote here several times about the company. Thesis is simple. Europe is braking relience on Russian gas and will need to get gas from more remote places. By LNG tankers. Cool company should be one of the beneficients. Spot rates are booming, CoolContinue reading “ABG Sundal Collier on Cool Company: Best Exposure to Appreciating LNG Spot Rates”

SeekingAlpha.com and SumZero.com published yesterday my article on Mintra. As both sites are accessible only to paying clients, I provide below full version of the article. Mintra – going up even in current turmoil, reporting best quarters in Mintra´s history, strong cash generation, high cash balance, no debt, AND still the cheapest among Nordic peers.Continue reading “Mintra: Smart Play On Shipping And Energy Exploration Boom”

We have been very bullish on Pyrum Innovations, the most advanced company involved in chemical recycling of tires. Today Pyrum made two announcements: Announcing a recycling cooperation with Schwalbe Pyrum has announced a cooperation with the Ralf Bohle GmbH, who considers itself to be the European market leader for bicycle tires with its iconic brandContinue reading “Pyrum – global leader in chemical recycling of tires announces construction of its third plant”

AEC is our top conviction plays in Energy. Pareto Securities is fully on board. Below is a summary of their latest research. The stock should double in next months. Pareto research Summary: Stars aligning & Significant news flow ahead  Africa Energy is down yoy (vs peers up >50%) despite commodity prices advancing, which we believe is caused by lack of news flow.Continue reading “Pareto: Africa Energy – Stars aligning & Significant news flow ahead”

New Research on Pyrum Published Today SMC Research, a specialist for the analysis of German small- and mid-caps, has rated the Pyrum Innovations AG share for the first time. In the conclusion of the research report published today, the analyst sees “a fair value of EUR 88.00 per share and thus significant upside potential” despiteContinue reading “Pyrum Innovations – the Global Leader in Chemical Recycling of Tires”

Biovica had their road show presentations for Pareto clients this week. The company reconfirmed that it is in an active talks with FDA which they believe should conclude with the FDA approval by Q3. Our base case (based on discussion with analysts) is June/July. Biovica is meanwhile preparing for the US sales lunch. The impressiveContinue reading “Biovica – Notes From the Investor Road Show Presentation, ABG Broker Report Summary”

2022 is the year of shipping. Product tankers and LNG tankers are flying up on RuSSian war on Ukraine. Container ships are flying on supply chain congestion. We wrote several times here this year about Product tankers and LNG (we are long COOL, HAF, STNG, GLNG, FRO, MNTR). These trades have been very profitable. WeContinue reading “Mintra – Smart Play on Shipping and Energy Boom”