Sparebank: Norske Skog – Acquisition target, newsprint prices trending up and the share price could double in a normalised newsprint market

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”

XBRANE Idea Rated As Best Idea by SeekingAlpha

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”