Fit Investment Ideas

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”

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 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”

2022 is the year of shipping. Product tankers and LNG tankers are flying up on RuSSian war on Ukraine. Container ships are flying on supply chain congestion. We wrote several times here this year about Product tankers and LNG (we are long COOL, HAF, STNG, GLNG, FRO, MNTR). These trades have been very profitable. WeContinue reading “Mintra – Smart Play on Shipping and Energy Boom”

LInkfire delivered 51% revenue growth in Q1. Linkfire is below radar screens of most investors. In our view great opportunity. Linkfire provides smart links that lead consumers from social media to streaming platforms. Amazon Music, Apple Music and other pay Linkfire to bring consumers to their platforms. Linkfire is our top pick in the area.Continue reading “Linkfire – Record Quarter from Danish IPO of the Year”

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”

We have been long product tankers for some time. Russia is the major supplier of diesel to the EU. The rates are moving higher. Brokers see significant upside. Clarksons: The outlook for product tankers has not been better than since the spring of 2020. However, contrary to the temporary floating storage boom seen two yearsContinue reading “Hafnia – Broker Reports Summary, Price Targets up to 45-50NOK”

Pareto Securities just published a research on Quantafuel. New analyst, new price target, the bullish story remains. Another bullish report after ABG, that I wrote here about on Monday. We are bullish on Quantafuel and have been buyers in the last month. Do look at the yesterday note on Biovica Capital Markets Day. Biovica hasContinue reading “Pareto Securities on Quantafuel: BUY, TP NOK 19”

Biovica submitted its application to the FDA. The probability of the approval is very very high – FDA requested just one additional information that Biovica now submitted. I expect FDA approval by end of June. The share price could easily double on the approval. Yesterday Biovica presented its team that is working on the productContinue reading “ABG Summary from Biovica yesterday´s Capital Markets Day”

Post the Q1 report ABG Sundal Collier published a research update. We summarized the Q1 report in the previous post on this blog. See the summary of the ABG research below: Some progress, some setbacks, in Q1 Q1 demonstrated the complexity in the case Strong fundamentals remain in place If it delivers, the value isContinue reading “Quantafuel – ABG Sundal Research Summary”