Linkfire Partnership with Amazon – Minutes of the Call with the Linkfire Management

After the Amazon Partnership announcement Linkfire management organised calls with major investors. We spoke to the company, the Pareto Securities analyst, and other shareholders. Below is my take on the conversations: Linkfire Investment Opportunity Summary: Linkfire connects consumers on social platforms who wanted to download a song to music streaming companies that provide the content.Continue reading “Linkfire Partnership with Amazon – Minutes of the Call with the Linkfire Management”

Pareto: Linkfire Deal With Amazon Music Can Double Commission-Based Revenues in 2022

Linkfire, announced partnership with Amazon Music, that in Pareto view has the potential to double commission-based revenue in 2022. It is a major news. Linkfire is the global market leader in smart links for music streaming companies with a 70% market share. Five bullet point summary on Linkfire opportunity: Linkfire connects consumers on social platformsContinue reading “Pareto: Linkfire Deal With Amazon Music Can Double Commission-Based Revenues in 2022”

Nordea on Pryme – Their Chemical Recycling First Facility Fully Capitalised

Pryme, Quantafuel plastic recycling peer got very positive report by Nordea analyst Elliott Jones. The share price is beaten down since the IPO. Lately market was concerned about the capital raise in the current markets. The capital raise happened, which is a major short term catalyst. The share price saw +30% based on Elliott JonesContinue reading “Nordea on Pryme – Their Chemical Recycling First Facility Fully Capitalised”

Brussels Prepares a Ban on Russian Coal Imports – Trading Idea

Brussels has said a block on Russian coal exports will be part of an upcoming fifth sanctions package that is currently being discussed by EU member states. I just bought JSW, a Polish coal mine. https://www.jsw.pl/en/investors-relations/presentations-and-webcasts/presentations-and-factsheets/presentations-2021 If you take their Q4 and annualize it, you get that the company trades at 1.3 times EV/EBITDA. TheContinue reading “Brussels Prepares a Ban on Russian Coal Imports – Trading Idea”

Cibus – Trading Idea

Cibus Nordic Real Estate is very solid company with great share price performance. The company is down 20% in last five days. The decline was most likely caused by increasing interest rates and probably rumored capital increase. The capital increase happened yesterday after close. The company announced acquisition of its first property in Denmark andContinue reading “Cibus – Trading Idea”