At today´s SpareBank conference – there was a Kurdistan panel. The most interesting and the most exposed to the reopening of the Kudistan pipeline is the Lundin company Shamaran Petroleum. The pipeline reopening is pushed hard by Trump and could happen as early as next month. I enclose below my notes from the SpareBank conferenceContinue reading “ShaMaran – Trump pushed Kurdistan pipeline reopening should at least double the share price”
Valeura Energy: Cash-Rich and Undervalued
Valeura Energy Inc. (VLERF): A Unique Investment Opportunity Valeura Energy, a Canadian oil producer with a significant presence in Southeast Asia, presents a compelling investment case. Despite having a market capitalization of $400 million, the company boasts $156 million in cash reserves, no debt, and generates $200 million in annual free cash flow (FCF). TheContinue reading “Valeura Energy: Cash-Rich and Undervalued”
Why we doubled our position in Sveafastigheter today + other trading positions
Sveafastigheter is the largest listed Swedish real estate company, that was IPOed 38 days ago. SVEAD was listed at a 50% discount to its peers. There are very strong catalysts in the coming days that should start the re-rating. We introduced the investment thesis in our past post: Latest company presentation A detailed introduction ofContinue reading “Why we doubled our position in Sveafastigheter today + other trading positions”
Bullish for Shamaran: Kurdistan Region oil exports could continue in weeks: Minister
Shamaran Petroleum, a Lundin-controlled company, should benefit from the reopening of the Kurdistan pipeline. Clarkson published a research report estimating that the share price could double. The company is doing well even with the pipeline closed, selling in the local market. Reopening could be very bullish for Shamaran and its shareholders. Article published today: https://www.rudaw.net/english/middleeast/iraq/14112024Continue reading “Bullish for Shamaran: Kurdistan Region oil exports could continue in weeks: Minister”
Sveafastigher IPO in Sweden launched at 50% discount to peer average multiples
Sveafastigher, a leading Swedish residential owner, placed its IPO with Friday as the first day of trading. The book was multiple times oversubscribed, but the stock is still trading around the IPO price. We bought in the IPO and bought more in the open market. We like the story. Link to latest investor presentation: 1Continue reading “Sveafastigher IPO in Sweden launched at 50% discount to peer average multiples”
Best Ideas From Quality Growth Investor Conference In London
Copied from SeekingAlpha Summary The third year of the Quality Growth Investor Conference brought interesting investment ideas and several investment conceptual concepts. Most Interesting Big Picture Points The speakers argued that it is less risky to financially succeed with a large company investment than a small, promising company. Out of 800 small companies in the UKContinue reading “Best Ideas From Quality Growth Investor Conference In London”
Top Ideas From Networking At The Quality Growth Investor Conference In London
Copied from SeekingAlpha.com Summary The third year of the Quality Growth Investor Conference brought interesting investment ideas and several investment conceptual concepts. Around 200 institutional investors attended the presentation. The ideas from last year’s conference generated very substantial returns. I recommend reviewing the ideas in my first article. Ideas from last year’s conference generated substantial returns.Continue reading “Top Ideas From Networking At The Quality Growth Investor Conference In London”
GS Chief Strategist Presentation in GS Conference in Munich
We visited Berenberg & Goldman Sachs German Corporate Conference in Munich on 23-25.9. One of the most interesting presentations was by Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research EMEA, Goldman Sachs International. The summary of his presentation is below: Recommendations: Disclosure: The goal of the blog is to provide investment ideasContinue reading “GS Chief Strategist Presentation in GS Conference in Munich”
Africa Energy Talks with Insiders – What is Next?
Last week, we spoke to the company, analysts and South Africa insiders. Below is my understanding of where Africa Energy stands. On Monday, Africa Energy announced that its partner in Block 11B/12B, CNR, intends to withdraw from the block and that the block operator, TotalEnergies, is considering its options. The Africa Energy share price reactedContinue reading “Africa Energy Talks with Insiders – What is Next?”
Norsk Titanium Valuation – 3x Upside in 18 Months
The article is copied from http://www.hedgefundalpha.com/norsk-titanium-disrupting-aerospace/ The article was also published on Microsoft Network NSM: http://www.msn.com/en-us/money/companies/norsk-titanium-backed-by-airbus-and-boeing-is-disrupting-aerospace-manufacturing/ar-BB1msCLD Summary Norsk Titanium (OSE: NTI) and (OTCQX: NORSF) s the global leader in additive manufacturing (3D printing) of Titanium parts for the aerospace, defence, and chip industries. Their business involves producing aerospace-grade titanium components using a proprietary process called Rapid Plasma Deposition (RPD). NorskContinue reading “Norsk Titanium Valuation – 3x Upside in 18 Months”
Fit Investment Ideas 