Short term play on MPC ENERGY

MPC Energy IPO was placed two weeks ago. There was 14 days blackout period for the IPO syndicate banks, in which they are not able to publish research. That ended last Thursday. The syndicate had two members : Fearnley and Sparebank. Fearnley published yestarday very bullish report (go to fitinvestmentideas.com for details). The other memberContinue reading “Short term play on MPC ENERGY”

We are long MPC ENERGY

From Fearnley Research published today: MPC Energy Solutions (Buy, TP NOK 90/sh) A First-Class Growth Vehicle is Born We initiate coverage of MPC Energy Solutions (ticker MPCES) with a NOK 90/sh Target Price and a Buy recommendation. MPCES comes across as a highly appealing way of playing the Renewables space, citing 1) an initial portfolioContinue reading “We are long MPC ENERGY”

SHORT TERM PLAY: QIIWI Games did their IPO that temporarily depressed its share price. It is already coming back. You can make quick money.

Hurry up. • QIIWI did successful private placement raising gross proceeds of approximately SEK 66.5 million (1,000,000 new shares) at a subscription price of SEK 66.5 per share • The book was multiple times over-subscribed and allocation was heavily tilted towards institutional investors that met the Company during the recent roadshow • Top 10 ordersContinue reading “SHORT TERM PLAY: QIIWI Games did their IPO that temporarily depressed its share price. It is already coming back. You can make quick money.”

Africa Energy´s bloc 2B is block to watch in 2021 according to welligence energy analytics

We are long Africa Energy. It is one of our large position. The investment thesis is very well summarized here: Giant Hydrocarbons Discovery By Total And Africa Energy Better Than Expected (OTCMKTS:HPMCF) | Seeking Alpha Our investment thesis is based on AEC investment in Block 11B/12B in South Africa, that is operated by Total. TheirContinue reading “Africa Energy´s bloc 2B is block to watch in 2021 according to welligence energy analytics”

Evercore upgrades ERII

ERII is our top position. The share is up 80% since we published research on SeekingAlpha. We believe that share price could double from here during 2021. The reason is simple. The company has a unique technology, through which it managed to dominate desalination industry, where it has 90% market share with 70+% margins. NowContinue reading “Evercore upgrades ERII”