Fit Investment Ideas

Linkfire is the global market leader in smart links for music streaming companies with a 70% market share. For example, you click on Justin Bieber’s song you got from a friend on Snapchat, you get into a link that shows you where you can download the music from, the next concert, or where to buyContinue reading “Linkfire – the CEO is buying”

I think the consensus does not know or does not appreciate how material CO2 permits are for the NSKOG. Carnegie is the only broker that did the calculations in their research. I have not seen this in any other broker report. Carnegie estimated the CO2 permits revenue between 45-60million EURO. That was done when permitsContinue reading “Norske Skog – what the market does not know”

Quantafuel (QFUEL) announced today it has completed the plant reconstruction and it has also completed cold commissioning. QFUEL is now proceeding into hot commissioning. Cold commissioning represents cold tests that all plant modifications are tight – there is not leakages. Hot commissioning means the plant is actually starting its operation. QFUEL also reconfirmed its targetContinue reading “Quantafuel – Broker Comments on QFUEL Hot Commissioning Announcement”

For the last three months both Pareto and SpareBank have Norske Skog (NSKOG) as a top idea for the month. There has been several positive developments in the last two weeks: Share overhang removed – over the last few weeks NSKOG went from 34 to 42 NOK. Larger appreciation was limited by the share overhangContinue reading “Norske Skog – Top idea by Pareto and SpareBank: “Repricing Warranted””

Quantafuel (QFUEL) today announced that mechanical recycling at Kristianslund started operations. It is the first cash generating business for Quantafuel that is in operation. The target annual capacity of the mechanical recycling line is 20 000 tonnes per year. The start up will be gradual – current capacity of 10k will be increased to 20kContinue reading “Quantafuel: Kristianslund is operating! Its first cash generating business on line”

Biovica reported its Quarterly results today. Below is Pareto Summary of the report: Biovica today released its Q2 21/22 report highlighting some progress with clinical studies and pharmaceutical companies while the FDA remains silent. Biovica is still waiting for feedback from the FDA as of end of November and does not expect anymore to getContinue reading “Pareto on Biovica: “Despite the regulatory delays, the value proposition is as clear as ever … target price of SEK 103””

My friend from WHO just sent me WHO latest presentation on Omicron dated 30/11/2021. The link to the presentation is below: My take from the Presentation So far the world has experienced 260 million covid cases with 5 million deaths – I calculated implied death rate is 2% Last week we had 3.8 million newContinue reading “New WHO presentation on Omicron from 30/11/21”

I have been long Biovica (BIOVIC) for some time. The thesis has been delayed by the FDA approval delay due to FDA Covid congestion. Many retail investors lost patience. The stock is down, but the thesis is unchanged. One or two months delay should not affect the value of the company. FDA Covid-caused FDA congestionContinue reading “Biovica – our doubling candidate is reporting tomorrow”

HAV Group (HAV) reported another strong quarterly results. I enclose below a summary from Fearnley report today. I also include a brief summary of Kyoto Group capital market day. Finally, I enclose Pareto take on Bioinvent short term opportunity. Pareto analyst is very bullish Bioinvent, so we are. Top ideas from Fearnley Energy conference 24/11/21:Continue reading “HAV – Buyback, Strong CF and Hiked Margin Guidance. Update from Kyoto Investor Day”

When Kjetil Bohn left Quantafuel, he stated he wants to focus on his other investments. One of them is Kyoto Group (KYOTO), where Kjetil is one of the largest shareholders. Yesterday KYOTO announced its first commercial contract for its thermal battery. KYOTO market cap is 191m NOK. The company reported cash position from 1H21 ofContinue reading “Kyoto Group – Kjetil Bohn investment announces first sale of its thermal battery”