Trade Ideas for Today

I summarize trade ideas for Today. Russia War Trades – Palladium Trade FT reported today: Citigroup has warned clients about the risks of Russia weaponizing its exports of materials such as aluminium, palladium and nuclear fuels, potentially leading to price rises for these critical commodities…. Russia produces about a quarter of the world’s palladium, whichContinue reading “Trade Ideas for Today”

Linkfire – Best Quarter Ever, CEO of BandLab Became 4the Largest Investor

We think the biggest opportunity for this year would be to look for solid companies, whose share price was beaten up severely last year. Linkfire is the best example of such investment case. Solid company, dominating its industry, no competition, 70% growth… Linkfire is 90% down from its post IPO peak Linkfire market capitalization isContinue reading “Linkfire – Best Quarter Ever, CEO of BandLab Became 4the Largest Investor”

Clarksons on Africa Energy: “TotalEnergies reveals massive scale of its South African gas discoveries” (Block 11B/12B)

TotalEnergies provided details of the “massive scale” South Africa discoveries. The details come from Total´s filing to the South Africa authorities. It concerns block 11B/12B that is 10% owned by the Africa Energy. Until now we had only speculation of the deposit size. Now we have a formal confirmation from the block operator. Very positiveContinue reading “Clarksons on Africa Energy: “TotalEnergies reveals massive scale of its South African gas discoveries” (Block 11B/12B)”

HydrogenPro – 1000% Revenue Growth in 2023 while trading at 2x EV/Sales23

Pareto research summary: First revenues from USD >50m Mitsubishi order bookedHydrogenPro reported NOK 25m in Q4 revenues, of which ~14m from the ACES project (Mitsubishi) in the US. Its organization continues to grow which cause the higher cost base. The company completed tests of its electrolysers (world’s largest) which proved the readiness for large scaleContinue reading “HydrogenPro – 1000% Revenue Growth in 2023 while trading at 2x EV/Sales23”

Why We Bought Hafnia

Last year the two top trades were Product and LNG tankers. Both trades doubled invested capital. Last week Oaktree sold half of their position in Hafnia that depressed Hafnia share price by 10%. Our family office bought in the SPO and bought in the market on that day so we are fully positioned in HafniaContinue reading “Why We Bought Hafnia”