Fit Investment Ideas

Brussels has said a block on Russian coal exports will be part of an upcoming fifth sanctions package that is currently being discussed by EU member states. I just bought JSW, a Polish coal mine. https://www.jsw.pl/en/investors-relations/presentations-and-webcasts/presentations-and-factsheets/presentations-2021 If you take their Q4 and annualize it, you get that the company trades at 1.3 times EV/EBITDA. TheContinue reading “Brussels Prepares a Ban on Russian Coal Imports – Trading Idea”

I wrote here several times about COOL Co. First time when share price was around 75 NOK about five weeks ago. It is 105 today. Today ABG came out with PT of 154NOK. I remain very bullish on COOL for reasons I wrote before. The era of gas shipping is here A pure LNG shippingContinue reading “ABG Sundal Collier: The era of gas shipping is here”

COOL is one of my top picks to play EU diversification of gas supplies away from Russia. I first wrote here about COOL a month ago when it was trading at 75NOK. It is 95 NOK now. Fearnley says: COOL remains one of the few and best plays on these improving market conditions. They increasedContinue reading “COOL – Top Pick on EU Diversification Away from Russian Gas”

Big day for QFUEL today. Plenty of additional catalysts in the pipeline. Expect wave of broker price target re-ratings. Shorts should be covering. Next two lines modifications should be completed very soon. All four lines should be in operation in Q2. We have been bullish and we are very bullish now. Terje Eiken, COO ofContinue reading “Quantafuel – Big Day, What´s Next, Brokers Comments”

Cibus Nordic Real Estate is very solid company with great share price performance. The company is down 20% in last five days. The decline was most likely caused by increasing interest rates and probably rumored capital increase. The capital increase happened yesterday after close. The company announced acquisition of its first property in Denmark andContinue reading “Cibus – Trading Idea”

I wrote here several times about CoolCo- a spin off of 8 LNG tankers by Golar. Today, there were two articles that support the story. It is reflected in the share price, which increased to 85 NOK. My price target is 120 NOK. Soaring LNG Demand Creates Traffic Jam At Gulf Of Mexico Ports https://www.zerohedge.com/energy/soaring-lng-demand-creates-traffic-jam-gulf-mexico-portsContinue reading “CoolCo – LNG Traffic Jam in Gulf Indicates Share Price Direction”

Pareto summary: With energy security becoming the new buzzword after the tragic Ukraine- invasion, modern LNG carriers are set to benefit. CoolCo has already secured one timecharter at a stellar rate since its recent inception – and we expect more to come. Ofer and Trøim have created a vehicle that provides plenty of leverage bothContinue reading “Pareto on CoolCo: An Ofer you should consider”

The main quotes from Biovica CEO Anders Rylander 5 minute interview with Redeye Research yesterday are below. We got a very positive FDA feedback in February. That was very positive, because no more issues in the clinical area and only on study that we need to complement. We will redo the study that we haveContinue reading “Biovica – CEO video interview on the FDA Requirements”

Fearnley Securities: QFUEL announced this morning that repairment of the burner chambers of the two first lines have been completed and tested for production. Both lines have converted plastic waste at a high load after repair completion, and the plant is gradually returning to production. The timing is in line with QFUEL’s target (announced earlyContinue reading “Quantafuel – Back in Operation – Broker Comments”

Redeye: The essential Q3 (November-January) feedback is that the FDA process progresses without significant internal or external disruptions. Biovica is on track for submitting supplementary results in May, and the company is also on track to secure a likely conclusive subsequent FDA decision in July to August, in our view. Pareto take on today´s results:Continue reading “Biovica – Brokers Bullish on Reconfirmed Fixed Timetable for the FDA Approval”