Fit Investment Ideas

Quantafuel (QFUEL) today announced that mechanical recycling at Kristianslund started operations. It is the first cash generating business for Quantafuel that is in operation. The target annual capacity of the mechanical recycling line is 20 000 tonnes per year. The start up will be gradual – current capacity of 10k will be increased to 20kContinue reading “Quantafuel: Kristianslund is operating! Its first cash generating business on line”

Biovica reported its Quarterly results today. Below is Pareto Summary of the report: Biovica today released its Q2 21/22 report highlighting some progress with clinical studies and pharmaceutical companies while the FDA remains silent. Biovica is still waiting for feedback from the FDA as of end of November and does not expect anymore to getContinue reading “Pareto on Biovica: “Despite the regulatory delays, the value proposition is as clear as ever … target price of SEK 103””

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”