Fit Investment Ideas

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”

Energy Recovery  (ERII) is the major position for our family office. The stock more than doubled since I wrote the thesis for SumZero and SeekingAlpha about a year ago. However, I believe we are still at the early innings. Yesterday I recorded a video interview with SumZero CEO on ERII for theirvideo channel. SumZero is theContinue reading “Energy Recovery – video from our interview for SumZero”

Vicore Pharma today announced positive results of their Covid drug Phase 2 study. I enclosed below a summary from Pareto Research published today. We are long Vicore Pharma. The company is now recruiting for its COVID-19 phase 3 trial is now recruiting in 14 hospitals globally. Vicore is showing steady progress while continuing to beContinue reading “Vicore Pharma – Phase two Covid results show 50% lower occurrence of COVID complications”

Ascelia Pharma is reporting on 4/11. Below is a summary of the presentation at Redye Research. Ascelia sold off after Q2 based on slower recruitment of patients for Phase 3 study of Orviglance due to Covid restrictions. The bar is very low. Positive Q3 patients recruitment data on Thursday could drive the stock up materially.Continue reading “Ascelia Pharma presentation at Redeye Investor Forum”

I am bullish Norske Skog (NSKOG) for some time. During the last two months both Pareto and Sparebank listed NSKOG in their monthly TOP IDEASES for Norway. ABG is increasingly bullish too. Pls find below a front page summary of their 20 page report on NSKOG: Norske SkogVery large price increases for ‘22 Q3 wasContinue reading “ABG on Norske Skog – “ Very large price increases for ‘22””

Our family office was invited to participate on the call with QFUEL management yesterday. The family office that invited us owns above 1% of QFUEL. Our family office has a material position in QFUEL too. I summarize below the main takeaways : No Skive delay The plant reconstruction is proceeding as planned. All equipment isContinue reading “Quantafuel – Minutes from call with the managment on 21/10/21”

We summarize our largest conviction ideas, we currently have in play in Sweden and Norway. We present today our larger positions. We will bring our smaller positions in the next few days. Biovica Biovica is Sweden based company that developed breast cancer tests, that can early detect the severity of the cancer and indicate, whetherContinue reading “Our Family Office Top Positions in Scandinavia”

We published article on SeekingAlpha on Pyrum. SeekingAlpha selected our article in PRO Editor Selection of Best Ideas on SeekingAlpha. This indicates SeekingAlpha editors rank the idea highly. Idea Summary: Pyrum Innovations: Co-Invest With BASF, And Continental In The Global Tire Recycling Leader Annually, around 31 million tonnes of used tires need to be recycled.Continue reading “Our Pyrum idea was selected as TOP PRO IDEA by Seeking Alpha”

Every month Pareto Securities and Sparebank publish their top pick ideas for the month. Norske Skog is on both top idea lists – it is the only stock both houses rank as top idea. For both it is the second month in a row. I enclose below the justification for they presented. SpareBank note onContinue reading “Norske Skog – Both Pareto and SpareBank confirms NSKOG as Top Pick for October”