Fit Investment Ideas

Notes from the call with Linkfire management 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,Continue reading “Linkfire – notes from the call with the management”

We have been long AAC Clyde Space for a few months now. Today, Pareto Securities initiated coverage on the name. The 24 page report is quite bullish with price target of 10 SEK, a significant upside from today price of 2.8 SEK Pareto Research Front Page Summary (bold emphasis added): Space coming to Earth WeContinue reading “AAC Clyde Space – Satelite business, deploying Starlink, growing at 50% CAGR”

Our family office was invited to participate on the call with Quantafuel (QFUEL) management on Friday 12/11/2021. The family office that invited us owns above 1% of QFUEL. Our family office has a material position in QFUEL too. There was no information that was not mentioned before, but several useful clarifications. I summarize below theContinue reading “Quantafuel – Notes from call with the managment on 12/11/21”

I looked through the research published today. The main points can be summarized as follows: Skive reconstruction is on schedule, no delay and no change of costs guidance Proof of concept expected around the year end – just a few weeks away All four Skive four lines in full operation in 2Q22 Skive should beContinue reading “Quantafuel – analyst research summary”

MPC Energy Solutions (MPCES) main business activity is to develop, construct, own and operate renewable energy assets. MPCES focuses  on expanding its portfolio in LATAM and Caribbean region. The company has been listed in Oslo since January 2021. The company has cash on the balance sheet of USD81 mln while trading at 69 million. MPCESContinue reading “MPC Energy Solution – trading below cash on its balance sheet”

Linkfire is Denmark based and Sweden listed smart link service provider to all major music streaming companies. Yesterday, Linkfire announced acquisition of smartURL, the pioneer of the smart links and the second largest player in the area. By doing so, LInkfire strengthens its market position. We are long Linkfire. Five bullet point summary on LinkfireContinue reading “Linkfire – acquisition of the major competitor strengthens dominance”

Energy Recovery  (ERII) is the major position for our family office. The stock more than doubled since I wrote the thesis for SumZero and SeekingAlpha about a year ago. However, I believe we are still at the early innings. Yesterday I recorded a video interview with SumZero CEO on ERII for theirvideo channel. SumZero is theContinue reading “Energy Recovery – video from our interview for SumZero”

Vicore Pharma today announced positive results of their Covid drug Phase 2 study. I enclosed below a summary from Pareto Research published today. We are long Vicore Pharma. The company is now recruiting for its COVID-19 phase 3 trial is now recruiting in 14 hospitals globally. Vicore is showing steady progress while continuing to beContinue reading “Vicore Pharma – Phase two Covid results show 50% lower occurrence of COVID complications”

Ascelia Pharma is reporting on 4/11. Below is a summary of the presentation at Redye Research. Ascelia sold off after Q2 based on slower recruitment of patients for Phase 3 study of Orviglance due to Covid restrictions. The bar is very low. Positive Q3 patients recruitment data on Thursday could drive the stock up materially.Continue reading “Ascelia Pharma presentation at Redeye Investor Forum”

I am bullish Norske Skog (NSKOG) for some time. During the last two months both Pareto and Sparebank listed NSKOG in their monthly TOP IDEASES for Norway. ABG is increasingly bullish too. Pls find below a front page summary of their 20 page report on NSKOG: Norske SkogVery large price increases for ‘22 Q3 wasContinue reading “ABG on Norske Skog – “ Very large price increases for ‘22””