Trades for the next week Quantafuel, Hovseth and Biovica

Quantafuel newsflow continues. If you are interested in the company, do follow their FB page. I discovered that only yesterday. They do publish some interesting news flow there. Today, Fearnley Securities published the following note on Quantafuel: Fearnley today: Quantafuel (Buy, TP NOK 95/sh)Environmental Impact application for Esbjerg site approvedFurther to QFUELs positive Q1 updateContinue reading “Trades for the next week Quantafuel, Hovseth and Biovica”

Quantafuel reported Q 1 -Good progress – QFUEL will never be so cheap again

I enclose the important parts from the report: We have operated a production line in Skive, Denmark, at full capacity with the rightbalance between gas and oil production and¬†increased operational stability. With thesemajor achievements we target proof-of concept in Q2 2021 and full production end ofQ3 2021, as announced earlier. We are also¬†pleased to confirmContinue reading “Quantafuel reported Q 1 -Good progress – QFUEL will never be so cheap again”

ERII Q1 report – the highest ever quarterly revenue plus announcemet of game changing product entering into USD55 billion market

ERII is my largest position. I first wrote about it here when the share price was 8USD. It is now around USD20. While the short term ride might be over, the longer term play is enact. I believe this will be triple digit stock within 3-5 years. The Q1 was positive for ERII. The companyContinue reading “ERII Q1 report – the highest ever quarterly revenue plus announcemet of game changing product entering into USD55 billion market”

Prymed For Success

Fearnleys published an initiation report on Pryme – a chemical recycling company. They are now building their first production facility. There are two years behind Quantafuel. Their market capitalisation is EURO 70 million, vs Quantafuel’s EURO 550 million market capitalisation. It is quite possible the should be reaching similar valuation at that time. I haveContinue reading “Prymed For Success”