Clarkcsons just released their research on AKH: Lighting The Path Ahead Aker Horizons is a newly-formed holding company for the renewables and cleantech investments of the Aker Group, which has helped to establish some of the best-performing renewables stocks traded in Oslo, including Aker Carbon Capture and Aker Offshore Wind. The success of these spin-offsContinue reading “Buy AKER HORIZONS BEFOR INVESTOR DAY ON MONDAY”
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”
ONE WEEK trade in AKH and AKSO
AKSO – Buy ahead of CMDTrading update today with strong underlying figures, but COVID-related one offs of NOK 350m appears to steal the headline as the stock is trading 4% lower. There is no continuation of these one-offs into 1Q20 according to the company. We believe AKSO has taken out the trash ahead of theContinue reading “ONE WEEK trade in AKH and AKSO”
trade idea: TWO WEEKS PLAY ON Aker Horisons
I just listened to AKER HORIZONS CALL: The company is reporting Q4 results on 17/2. As a part of the results they will introduce their Hydrogen Project. They stated on the call, that they will “introduce concrete projects and concrete partnerships”. First, this will be very bullish for the company share price. Secondly, it willContinue reading “trade idea: TWO WEEKS PLAY ON Aker Horisons”
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”
Top Value Creation Play In Biocare
Most interesting Value Creation Biocare plays in Scandinavia. The transformation from animal feed to human medicine. Product margins should increase ten times over 3 to 5 years. Sales are due to double each year due to the higher value-added product and access to prominent global retail chains. Trading in Oslo, NASDAQ listing planned for mid-2021.Continue reading “Top Value Creation Play In Biocare”
CEO Bob mao report for the ERII shareholder meeting 16 July, 2020
As we begin our fifth month of the Coronavirus pandemic in the US, I remain confident in Energy Recovery. I proactively positioned the company to be able to operate in our new normal, and we continue to operate safely and effectively at full manufacturing capacity as of today. We are taking care of our customers,Continue reading “CEO Bob mao report for the ERII shareholder meeting 16 July, 2020”