Pareto: Africa Energy – Stars aligning & Significant news flow ahead

AEC is our top conviction plays in Energy. Pareto Securities is fully on board. Below is a summary of their latest research. The stock should double in next months. Pareto research Summary: Stars aligning & Significant news flow ahead  Africa Energy is down yoy (vs peers up >50%) despite commodity prices advancing, which we believe is caused by lack of news flow.Continue reading “Pareto: Africa Energy – Stars aligning & Significant news flow ahead”

Pyrum Innovations – the Global Leader in Chemical Recycling of Tires

New Research on Pyrum Published Today SMC Research, a specialist for the analysis of German small- and mid-caps, has rated the Pyrum Innovations AG share for the first time. In the conclusion of the research report published today, the analyst sees “a fair value of EUR 88.00 per share and thus significant upside potential” despiteContinue reading “Pyrum Innovations – the Global Leader in Chemical Recycling of Tires”

Biovica – Notes From the Investor Road Show Presentation, ABG Broker Report Summary

Biovica had their road show presentations for Pareto clients this week. The company reconfirmed that it is in an active talks with FDA which they believe should conclude with the FDA approval by Q3. Our base case (based on discussion with analysts) is June/July. Biovica is meanwhile preparing for the US sales lunch. The impressiveContinue reading “Biovica – Notes From the Investor Road Show Presentation, ABG Broker Report Summary”

Quantafuel – What Brokers Say About the Esbjerg JV Announcement

Quantafuel yesterday announced a partnership with Eurazeo for Esbjerg plastic sorting facility. Eurazeo is a global investment company, with a portfolio of EUR 32bn AUM, focused on ESG. The most important aspect of the announcement is QFUEL demonstration it can sign up partnership with a strong financial backers. Global players are interested to partner withContinue reading “Quantafuel – What Brokers Say About the Esbjerg JV Announcement”