Fit Investment Ideas

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”

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”

This is the third installment of “How to trade the Russian war” We have been bullish on Product tankers since the war started. The idea is that EU will seek to limit its supplies from Russia. Russia is the main supplier of diesel for the EU. As the dependance on Russia is decreasing, EU willContinue reading “How to Trade the War – Pareto Bullish on Product Tankers Scorpio and Hafnia”

Very interesting article from FT today. Extracts below. Hedge fund trader who won big on GameStop backs energy stocks Hedge fund trader who won big on GameStop backs energy stocks Senvest Management snaps up shares in unloved oil and gas companies. Senvest made on GameStop 2,400% profiting $700mn. Oil and gas stocks are on trackContinue reading “Hedge fund trader who won big on GameStop backs energy stocks”

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 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”

I wrote here several times about COOL Co. First time when share price was around 75 NOK about five weeks ago. It is 105 today. Today ABG came out with PT of 154NOK. I remain very bullish on COOL for reasons I wrote before. The era of gas shipping is here A pure LNG shippingContinue reading “ABG Sundal Collier: The era of gas shipping is here”

COOL is one of my top picks to play EU diversification of gas supplies away from Russia. I first wrote here about COOL a month ago when it was trading at 75NOK. It is 95 NOK now. Fearnley says: COOL remains one of the few and best plays on these improving market conditions. They increasedContinue reading “COOL – Top Pick on EU Diversification Away from Russian Gas”

Big day for QFUEL today. Plenty of additional catalysts in the pipeline. Expect wave of broker price target re-ratings. Shorts should be covering. Next two lines modifications should be completed very soon. All four lines should be in operation in Q2. We have been bullish and we are very bullish now. Terje Eiken, COO ofContinue reading “Quantafuel – Big Day, What´s Next, Brokers Comments”

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”