Fit Investment Ideas

I wrote several times on NEXT BIometrics. I recommended the purchase when the share price was 7 NOK based on the below investment article. The share price today is 9.2 NOK. The company has achieved a multiple sales wins (agreements with customers) that are translating into sales with 6-9 month lag. We know that theyContinue reading “ANOTHER WIN FOR NEXT BIOMETRICS”

Congratulations to all that followed my Energy Recovery idea published few months ago. The share price is up 200%. ERII is our largest position. I believe we are still at the early stage, as the company revealing new products in new industries almost every quarter. I believe the share price should multiply in the nextContinue reading “Norweigan Brokers Increase Bullish Calls On NORSKE SKOG”

DNB RESEARCH PUBLISHED TODAY. We are long Rana since the IPO. RANA GRUBERRiding the raw-material rallyWe expect solid EBITDA of NOK323m in RanaGruber’s first quarterly report. As the entire iron orefutures curve has shifted up by cUSD17–18/t sinceearly March when we initiated, we have raised our2021–2023e EPS by 5–54% and our target price toNOK95 (85),Continue reading “RANA GRUBER – Riding the raw-material rally”

Below is a summary of research of Norske Skog. The company is reporting this Friday. We are very bullish on NSKOG due to its restructuring potential. We were right on our Circa Idea that doubled money. NSKOG owns 32% of Circa. The green activities by NSKOG have a value equal to its market cap. IContinue reading “Sparebank: Norske Skog – Acquisition target, newsprint prices trending up and the share price could double in a normalised newsprint market”

During the last two days I published my bullish view on Xbrane. On Friday, SeekingAlpha published an article on Xbeane opportunity. https://seekingalpha.com/article/4419351-xbrane-partners-bausch-lomb-to-enter-usd-12-billion-market i noticed today that SA PRO Editors republished the article among the Best SeekingAlpha ideas. It is a reconfirmation of the idea. https://seekingalpha.com/article/4419515-sa-pro-editors-xbrane-biopharma-100-percent-plus-upside I am long XBRANE. My top position in Healthcare. SIGNContinue reading “XBRANE Idea Rated As Best Idea by SeekingAlpha”

I wrote yesterday about Xbrane. Most interesting biotech play in Scandinavia. Phase 3 study just completed. The company announced an Investor day in four weeks time. Clear indication of positive outcome. Analysts believe the share price will double this year and double again next year. Very bullish. Today a good article was published on SeekingAlpha.Continue reading “XBRANE SHOULD DOUBLE THIS YEAR AND DOUBLE AGAIN NEXT YEAR”

Xbrane Biopharma is due to lunch its first Biosimilar product by the end of the year with help of its partners Bausch and Lomb and Strada. They first need to announce the Phase 3 results. In November, they announced that they will have their Phase 3 results available in May. Today they announced a capitalContinue reading “Xbrane Biopharma is due to please investors on may 17”

Congratulations to all who played Kyoto trade idea last week. The share price re-rated by almost 30%. Good trade! Africa Energy sold off today based on misunderstood Reuters Article. It is a buying opportunity. Below is research by Pareto Securities describing the situation. We find the AEC most interesting oil play. The summary of theContinue reading “Unjustified Selloff in Africa Energy is a buying opportunity”

Two weeks ago I suggested to look at buying IPOs in NOrway that sold off after its lunch. It was a good ideas and the share prices are up 10-30%. One of the was Huddly. Very solid company. Today, Pareto published the initiation research – see below. I am long and I am very bullishContinue reading “Initiation Research for Huddly IPO should put it on the strong rerating trajectory”

There are three companies that I like in Scandinavia that are restructuring their business. They have one common feature. They already told us, that they got new sales partnerships. The partnerships have not transferred into sales, yet, but there is a very high probability that they will. In all three cases, when this happens theContinue reading “Scandinavian Opportunities – Corporate turnarounds”