Fit Investment Ideas

Pareto publish their Top Ideas portfolios for Norway and Sweeden. I select from their top 20 stock ideas the ones we like: Pareto Ideas Summary: BioInvent – BUY, TP SEK 134 (115)Closing Q2 with liquid funds of SEK 1.2 bn + SEK 536m from the Exelixis milestone payment and the latest directed issue to specialistsContinue reading “Selected Pareto Top Ideas for October”

Pareto Securities hold its annual Energy and Shipping conference. More than 150 companies presented to more than 1500 investors. Major event for the year. Pareto Securities published most important takes from each presentation. I enclose below a few we found interesting. The bold emphasis was added. Africa Energy CEO Garrett Soden• Africa energy and theContinue reading “Pareto Energy and Shipping Conference – Main Comments”

We had a short call with QFUEL. Below is my summary: Other news Mintra announced another contract win. We are bullish on Mintra – see our previous posts on this high beta play on Shipping and Energy. Disclosure:The goal of the blog is to provide investment ideas for further research. I/we have a beneficial positionContinue reading “Quantafuel Update – Summary of the Call with the Company”

Putin has threatened to turn away from a deal agreed earlier this year that allowed the export of agricultural products from Ukraine’s Black Sea ports to resume. He called the deal Scam. “It may be worth considering how to limit (food exports) along this line” the Putin stated. “UN data shows that from 87 cargoes,Continue reading “How to Trade Putin’s Call For Scrapping Ukraine Grain Sea Export Agreement”

On Friday Vicore presented its latest Covid results. “On coming Sunday, Vicore’s data was presented by key opinion leader Toby Maher, for the first time at a scientific congress. Therefore, we believe that many new eyes will learn about Vicore results” Pareto analyst says Vicore is very cheap for what they are acheving. We are long beforeContinue reading “Pareto on Vicore Results: “No other drug, neither the two on the market from Boehringer Ingelheim and Roche, nor the several ones in development have reported data even close to Vicore data””

Summary of Pareto note from Friday: Imminent positive news  We expect operator Total to deliver the application for Production Right on Block 11B/12B shortly. This will be an important milestone for the development of the large resources, which with the fast-track development concept have potential to provide South Africa with much needed natural gas from 2026-27 onwards. In addition, theContinue reading “Africa Energy: Total to Apply for Production Right on Block 11B/12B by 6 September”

QFUEL reported yesterday Q2. I found the presentation very good and recommend for watching see my yesterday post for the link. Pareto came up with bullish note on the report today. See the summary below Exciting progression with Dubai and Saipem MoU  Quantafuel delivered a quarterly report containing some short-term disappointments, where the volume guidingContinue reading “Pareto on Quantafuel : Exciting progression with Dubai and Saipem MoU “

QFUEL presented Q2 this morning. The presentation focused on the project pipeline, that has moved significantly. The highlites were signing up Dubai plant with BASF as investor, progress in Sunderland and Esbjerg plants and new licensing agreement with Sapiem. Skive modification in Q3 will mean that Skive will be running on self produced gas onContinue reading “Quantafuel – Excellent Presentation. Do watch”

Pareto issued an update on QFUEL this morning. See the summary below. Quantafuel Joins forces with Saipem in the implementation of waste plastics recycling solutions QFUEL announced signing of a MoU to collaborate with Saipem in the industrialization and construction of waste plastics chemical recycling plants. This positions Saipem to construct under QFUEL’s technology license inContinue reading “Pareto on Quantafuel: Light at the End of the Tunnel”

Mintra is reporting best quarters in its history. The trend is going to continue. At the same time Mintra is the cheapest in Nordic Software Universe. Growth is going to accelerate in H2. We are long Mintra Summary of Pareto note from today Attractive counterparty exposure at <10x EBIT  In the tech space, ‘market tailwind’Continue reading “Pareto: Mintra has ~80% customers in ‘oil, gas and maritime’, which are earning more money than ever. So is Mintra”