Fit Investment Ideas

My friend from WHO just sent me WHO latest presentation on Omicron dated 30/11/2021. The link to the presentation is below: My take from the Presentation So far the world has experienced 260 million covid cases with 5 million deaths – I calculated implied death rate is 2% Last week we had 3.8 million newContinue reading “New WHO presentation on Omicron from 30/11/21”

I have been long Biovica (BIOVIC) for some time. The thesis has been delayed by the FDA approval delay due to FDA Covid congestion. Many retail investors lost patience. The stock is down, but the thesis is unchanged. One or two months delay should not affect the value of the company. FDA Covid-caused FDA congestionContinue reading “Biovica – our doubling candidate is reporting tomorrow”

HAV Group (HAV) reported another strong quarterly results. I enclose below a summary from Fearnley report today. I also include a brief summary of Kyoto Group capital market day. Finally, I enclose Pareto take on Bioinvent short term opportunity. Pareto analyst is very bullish Bioinvent, so we are. Top ideas from Fearnley Energy conference 24/11/21:Continue reading “HAV – Buyback, Strong CF and Hiked Margin Guidance. Update from Kyoto Investor Day”

When Kjetil Bohn left Quantafuel, he stated he wants to focus on his other investments. One of them is Kyoto Group (KYOTO), where Kjetil is one of the largest shareholders. Yesterday KYOTO announced its first commercial contract for its thermal battery. KYOTO market cap is 191m NOK. The company reported cash position from 1H21 ofContinue reading “Kyoto Group – Kjetil Bohn investment announces first sale of its thermal battery”

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”