Fit Investment Ideas

Summary of the Pareto Research is below: Structural and cyclical earnings uptick ahead The European publication paper market has responded well to thestrengthening of the economy and better than originally anticipated.Limited supply of recycled paper and capacity closures have tightenedmarkets further, seeing additional price hikes into 2022. NSKOG’s legacy assets are thus set for aContinue reading “Norske Skog – Pareto ups its price target based on “Structural and cyclical earnings uptick ahead””

DENMARK’S LINKFIRE: A UNIQUE PLAY ON MUSIC STREAMING THROUGH MARKET LEADER GROWING AT CAGR 50%+ I am long LInkfire and I increased out position by 25% this week. Five bullet point summary on Linkfire opportunity: There are many streaming companies. But there is just one dominating service company that serves most of them with 70%Continue reading “Linkfire – one of the most interesting IPOs this year from Norway”

I copy below a part of the note by my favorite broker at Fearnleys: Fusion Fuel (HTOO US) – Trading at 57% of net cashThe HTOO stock has fallen back recently despite its first solar-to-hydrogen plant Evora now being onstream and producing hydrogen. Evora 2 is now in full swing. Speaking with management/founders earlier thisContinue reading “Fusion Fuel – trading at 57% of its cash – interesting idea from Fearnleys brokers”

There is a US company PureCycle Technologies (ticker PCT) that aims to recycle plastic. They are at least two years behind Quantafuel, they are building their plant. Despite that PCT trades at mkt cap of USD1.5 billion. Quantafuel trades at USD 0.4 bln. That is an indication what US investor interest could mean for QuantafuelContinue reading “Quantafuel is presenting today at Bank of America – more significant event than people may think”

SpareBank: Norske Skog should triple if it would trade with peers. Brokers are pointing out to the opportunity: Two weeks ago NSKOG was put Top Idea list for September by Pareto Sparebank put NSKOG on its top idea list last week. The analyst believes the Norske Skog share price should be three times higher.  LastContinue reading “Norske Skog is due to present on Monday its restructuring – positive news for the stock”

I wrote last week about Africa Energy news announced at the Pareto conference. I also updated my valuation based on the information provided. Today, Sparebank produced a note on AEC. See the summary below: Africa Energy (Buy, tp NOK 4) – History repeats itself, ride on Gazania exploration well and 11B/12B gas price update keyContinue reading “SpareBank on Africa Energy – “…there should be plenty of weeks ahead with continues positive share price trend”.”

Garrett Soden delivered excellent performance at the Pareto Energy conference in Oslo yesterday. AEC is my top oil company position. I believe it has a potential to triple over the next 12 months. There is one big difference between AEC and other oil plays. There are many oil companies that have great portfolios and areContinue reading “Africa Energy – excellent update from Pareto conference – valuation impact assessment”

Redeye Tesearch just published new research note on Biovica. The research is available on Biovica website: Biovica: Fundamental support and an administrative delay When Biovica announced that the FDA was not yet ready to accept Biovica’s updated application, this triggered a severe negative overreaction despite no impact on fundamental support. Biovica announced the Novartis independentContinue reading “Redeye Research on Biovica: the unnoticed news supports Bull case of SEK 325.”

Quantafuel update from the Pareto conference today: CEO Terje Eleken: “… we are confident reaching the proof of concept before the year end…. I am extremely confident we will make it work” “we have worked on this for a long time, we have run tests Dr. Lach (deputy CEO): “Esbjerg plant on time, we areContinue reading “Quantafuel CEO at Pareto conference: “I am extremely confident we will make it work before the year end””

Last week NSKOG was put on Top Ideal list for Septermber by Pareto and SpareBank. Sparebank believes the Norske Skog share price should be three times higher. Yesterday, Carnegie joined the NSKOG bulls with doubling its price target. Carnegie brings another component into its valuation. NSKOG transformation into green products will increase the amount NSKOGContinue reading “Norske Skog: Carnegie almost doubles its price target”