Quantafuel – Broker Comments on QFUEL Hot Commissioning Announcement

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”

Quantafuel: Kristianslund is operating! Its first cash generating business on line

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”

Pareto on Biovica: “Despite the regulatory delays, the value proposition is as clear as ever … target price of SEK 103”

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””

HAV – Buyback, Strong CF and Hiked Margin Guidance. Update from Kyoto Investor Day

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”

Kyoto Group – Kjetil Bohn investment announces first sale of its thermal battery

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”