Fit Investment Ideas

I am big believer in chemical recycling. There are two leading companies – Quantafuel (QFUEL) focused on chemical recycling of plastic. and Pyrum Innovations (PYRUM) focused on chemical recycling of tires. Both companies have strong strategic vision and I belive that both are best positioned to become global leaders in their field. What they haveContinue reading “Pyrum vs Quantafuel – comparison of the two leaders in chemical recycling”

I reached out yesterday to Biovica on the FDA approval. Question I read your announcement and all the research and info on the FDA delay. May I please ask how this works? Will FDA give you a signal that you are back In the review process? Answer Some background about the FDA process. We submittedContinue reading “Biovica – My discussion with the management on the FDA approval process”

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”