Fit Investment Ideas

Pareto Newsflash: Positive read-through from Shell discovery offshore Namibia  Reuters yesterday published a news article stating that Shell has made a major oil and gas discovery offshore Namibia (close to the border to South Africa). This has been rumored for a couple of weeks and the article based on “several industry sources” state that theContinue reading “Africa Energy – Positive read-through from Shell discovery offshore Namibia “

It is two weeks today since QFUEL CEO declared: …we have the corrected feeding issues and restarted the plant today and anticipate achieving PoC shortly…” Lars Rosenløv, Quantafuel CEO at Pareto conference 12.1.2021 We do not know what Proof of Concept really means. Pareto analyst mentioned that it is two weeks of continues production atContinue reading “Quantafuel and Biovica updates”

On Wednesday it will be two weeks since QFUEL CEO announced Skive was restarted after all feeding issues have been resolved. Pareto analysts wrote that Proof of Concept might be two weeks of continues production. We do not know if this is accurate. If correct and if the plant did not experience some issues, weContinue reading “Quantafuel – Proof of Concept This Week?”

Pareto issued a bullish report today on Linkfire, one of the most interesting IPOs of the last year. The company is growing strongly and today it reported EBITDA break-even from the next year. Small volume retail selling caused the share price drop and made it even more interesting investment proposition. Pareto Securities report on LinkfireContinue reading “Linkfire – Maintains 50-70% Organic Growth and 70%+ Gross Margin”

Our favorite Macro analyst AndreasStenoLarsen recently left Nordea. He was yesterday on RealVision. Recommended, His main points are: inflation will disappoint this year – will be lower than mkt expects now inflation expectations are highly correlated to changes in oil price US 10 year yield should be peaking soon – at some point this yearContinue reading “Andreas Steno Larsen – Our Favorite Macro Analyst Predictions”

Pareto: “Norske Skog is trading at 4x EV/EBITDA vs peers at 8-9x. Publication paper markets are tight and prices rising. Making us increasingly confidence on a cyclical rebound. This coupled with diversified revenue mix, growth markets exposure and a greener footprint moving closer – a repricing of NSKOG seems warranted.“ Q4 EBITDA is due toContinue reading “Norske Skog – Pareto is increasing its price target”

SpareBank published on Friday an update on Africa Energy: Africa Energy / Panoro – Important wells ongoing During 2022, Africa Energy (27.5% interest) and Panoro (12.5% interest) plan to drill the Gazania well in the Orange Basin South Africa. Currently, there are two wells drilling in the Orange Basin in Namibia, on the other ofContinue reading “SpareBank update on Africa Energy”

Today share price is 40 NOK. Sparebank is arguing for 100+ NOK. Both SpareBank and Pareto have Norske Skog as a top pick in their monthly top ideas. I am not sure, if any other share is in both top list ideas. Summary from SpareBank note on NSKOG from 12/1/22: NORSKE SKOG: To cover itsContinue reading “Sparebank on Norske Skog: “the share price could increase to 100+ NOK””

Quantafuel (QFUEL) had an investor roadshow for Pareto Securities and ABG Sundal Collier clients. The presentation is on their web in the section Presentations There was a big interest in the presentation – more than 100 institutional investors attended the presentation The main news from the call: “…we have the corrected feeding issues and restartedContinue reading “Quantafuel – Main Quotes from QFUEL Investor Call on 12/1/22”

Our family office had an opportunity to have a call with the Africa Energy (AEC) management on Monday 10/1/2021. There will be a lot of traction for AEC in 2022 . Further, during 2022 AEC will get into a position to be able to sell its major asset 11B/12B. As I wrote here before, IContinue reading “Africa Energy – Minutes from the Call with the Management”