Norske Skog – Pareto ups its price target based on “Structural and cyclical earnings uptick ahead”

Summary of the Pareto Research is below: Structural and cyclical earnings uptick ahead The European publication paper market has responded well to thestrengthening of the economy and better than originally anticipated.Limited supply of recycled paper and capacity closures have tightenedmarkets further, seeing additional price hikes into 2022. NSKOG’s legacy assets are thus set for aContinue reading “Norske Skog – Pareto ups its price target based on “Structural and cyclical earnings uptick ahead””

Fusion Fuel – trading at 57% of its cash – interesting idea from Fearnleys brokers

I copy below a part of the note by my favorite broker at Fearnleys: Fusion Fuel (HTOO US) – Trading at 57% of net cashThe HTOO stock has fallen back recently despite its first solar-to-hydrogen plant Evora now being onstream and producing hydrogen. Evora 2 is now in full swing. Speaking with management/founders earlier thisContinue reading “Fusion Fuel – trading at 57% of its cash – interesting idea from Fearnleys brokers”

Quantafuel is presenting today at Bank of America – more significant event than people may think

There is a US company PureCycle Technologies (ticker PCT) that aims to recycle plastic. They are at least two years behind Quantafuel, they are building their plant. Despite that PCT trades at mkt cap of USD1.5 billion. Quantafuel trades at USD 0.4 bln. That is an indication what US investor interest could mean for QuantafuelContinue reading “Quantafuel is presenting today at Bank of America – more significant event than people may think”

Norske Skog is due to present on Monday its restructuring – positive news for the stock

SpareBank: Norske Skog should triple if it would trade with peers. Brokers are pointing out to the opportunity: Two weeks ago NSKOG was put Top Idea list for September by Pareto Sparebank put NSKOG on its top idea list last week. The analyst believes the Norske Skog share price should be three times higher.  LastContinue reading “Norske Skog is due to present on Monday its restructuring – positive news for the stock”

SpareBank on Africa Energy – “…there should be plenty of weeks ahead with continues positive share price trend”.

I wrote last week about Africa Energy news announced at the Pareto conference. I also updated my valuation based on the information provided. Today, Sparebank produced a note on AEC. See the summary below: Africa Energy (Buy, tp NOK 4) – History repeats itself, ride on Gazania exploration well and 11B/12B gas price update keyContinue reading “SpareBank on Africa Energy – “…there should be plenty of weeks ahead with continues positive share price trend”.”