Fit Investment Ideas

In mid April 2021 I wrote about XBrane for the first time. At that time Xbrane was trading around 78 SEK, it is 170 SEK today. The reason for the share price growth was the imminent announcement of Phase 3 results and very high likelihood of positive outcome (97% for biosimilars). These shares always perform well priorContinue reading “Biovica – FDA approval in Q3, commercionalisation in Q4”

On the Q1 presentation Quantafuel management stated, that they should have a continues production by the end of Q2. That is in two weeks or so. They said it only a month ago on 14/5/21. They gave themselves quite a short deadline, so they must have known they are very close. It would be irrationalContinue reading “Quantafuel trade for the next month – 100% upside vs 10% downside”

In mid April 2021 I wrote about XBrane for the first time. I recomended the investment based on the below thesis. At that time Xbrane was trading around 78 SEK. I sold again part of my holdings at 160 SEK. The idea generated more than 100% return over less than two months, which is over 600% annualised return.Continue reading “Xbrane up 100% in 3 months. Biovica will follow the lead.”

I have bought into two new transactions in the last two days: Noble and Valaris. These are rig owners that went through bankruptcy, got deleveraged and relisted. The companies are trading at significant discount to its peers, that have not deleveraged. Very interesting opportunity. I enclose summaries from research reports published yesterday on both. ItContinue reading “Noble and Valaris – restructured and deleveraged rig companies are back in the market at a discount to unrestructured peers”

I am long MPC Energy Solution. It is one of the investments, that seems to be right, but takes time to move. This morning SpareBank issued new research report – summary is below: MPC Energy Solutions | MPCES NO Priced at cash despite significant value potential in firm backlog This morning MPCES announced that itContinue reading “MPC Energy Solutions – Priced at cash despite significant value potential in firm backlog.”

In mid April 2021 I wrote about XBrane for the first time. I recomended the investment based on the below thesis. At that time Xbrane was trading around 78 SEK. I sold today part of my holdings at 145 SEK. The idea generated 85% return over less than two months, which is over 500% annualisedContinue reading “BIOVICA – Trade for the next quarter”

We have been very bullish on Norske Skog. Pareto and Sparebank has added today NSKOG to their top ideas: Pareto Securities today: Pareto Securities Top Ideas for Norway published today: Equity Portfolio Norway – May closed out Q1 reporting season and global equity markets were flattish with inflation in focus. Our portfolio returned 1.5% m/m,Continue reading “NSKOG – TOP IDEA at Pareto and Sparebank”

If you follow this blog, you know by now, that I am bullish chemical recycling of plastic. The reason is simple. We can not ship the used plastic to China nor dump it to the sea. I just saw to good articles that summaries the bullish case for the plastic recycling: European plastics manufacturers planContinue reading “Bullish case for Chemical Recyling of plastic”

On May 12 I posted Quantafuel will never be so cheap. I argued that it is the time to buy before the company reports Q1. The share price on that day was around 28 NOK. Two weeks later it is trading around 44 NOK – 57% up. Congratulations to all who listened! I believe thatContinue reading “Trading ideas for this week Quantafuel, Biovica, Hofseth”

Fearnely research: Elliott JOnes is the best analyst on Quantafuel. His bullish research summary below: 1st Operating Revenues at Skive: a Major Statement Made QFUEL recently announced their 1q21 results, posting first ever operative revenues delivered from BASF for Skive product. Total sales were NOK3.4m (inc. Geminor additional income of NOK1.7m), EBITDA of NOK-30.5m andContinue reading “Summary of Quantafuel bullish research report by fearnley”