Fit Investment Ideas

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”

As I expected and wrote here on Friday, QFUEL released before open an update on Skive Proof of Concept progress. I am surprised by the market reaction. Pareto Research stated: We expect a significant positive share price reaction today as achieving PoC at Skive is key for the investment case. I admit I expected materialContinue reading “Quantafuel – How to Read QFUEL Announcement, Broker Comments”

We just got an invitation to Quantafuel management roadshow for the next Wednesday 12.1. The roadshow is organised by our Norweigan broker. QFUEL might be doing similar venues with other brokers too. This could be very positive. It is unlikely that the QFUEL management would be doing a roadshow presentations without any news on ProofContinue reading “Quantafuel – Just Announced Management Road Show for Next Wednesday – Proof of Concept Announcement Soon?”

Andreas Steno Larsen Macro prediction for 2022 is below. He left Nordea recently and publishes his toughs on Twitter. Highly recommended. I publish his Twitter streak publish yesterday, that exactly reflects out thinking and our market positioning. AndreasStenoLarsen@AndreasSteno First, the Covid crisis is most likely OVER. Omicron is much milder and in Denmark we haveContinue reading “Leading Scandinavian Global Macro Analyst – His Prediction For 2022”

Quantafuel announced today, that the newly installed equipment is performing as expected, and that the aim to reach proof-of concept (PoC) around YE’21 is maintained. This is very bullish. The management is coming out to reconfirm their target that may be only days ahead. It has two implications in our view: reaching of Proof ofContinue reading “Quantafuel – Broker Comments on QFUEL Reconfirmation of PoC around Year End”

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, the next concert, or where to buyContinue reading “Linkfire – the CEO is buying”

I think the consensus does not know or does not appreciate how material CO2 permits are for the NSKOG. Carnegie is the only broker that did the calculations in their research. I have not seen this in any other broker report. Carnegie estimated the CO2 permits revenue between 45-60million EURO. That was done when permitsContinue reading “Norske Skog – what the market does not know”