Fit Investment Ideas

Yesterday Pryme BV, a Dutch based plastic recycling company announced its partnership with Shell. The share price jumped by 100% in two days. It now trades at 44 NOK. Pareto has price target of 150 NOK. Plenty upside potential. Pryme is currently building its first plant announced its partnership with Shell. The importance of theContinue reading “Pryme BV is up 100% in two days Fusion Fuel should follow”

Fearnley published research on HAV Group this morning. I am long HAV since its IPO. I think this is very good summary of the investment case. Considering buying more after reading this. Fearnley front page summary: Maritime Sectors are Screaming for a Greener Future HAV stands out as one of few companies within the energyContinue reading “Fearnley: Maritime Sectors are Screaming for a Greener Future”

Pareto released last week report Nordic Healthcare Triggers for October. I select the most interesting ideas from the report and copy the main statements plus my comments. Biovica Biovica is my top pick in the Nordic Healthcare. Who follow this blog saw how we doubled money on Xbrane. Biovica is very similar case and itContinue reading “Nordic Healthcare ideas for October by Pareto Securities”

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”