Fit Investment Ideas

Pareto included Norske Skog (ticker NSKOG) into their top pick portfolio for August last week. See my blog post with the Pareto research summary on this below: https://fitinvestmentideas.com/2021/08/03/pareto-august-portfolio-norway/ Sparebank issued very bullish research on Norkse Skog last week titled: Increased utilization as capacity closures comes into effect -> material increase in newsprint prices The researchContinue reading “Spare bank on Norske Skog – if valued with peers, its fair price should be up 300%”

Denmark based Linkfire yesterday after close announced new contract with Apple Music. I consider Linkfire the most interesting IPO from Scandinavia this year. The investment thesis is below: https://seekingalpha.com/article/4439470-linkfire-music-streaming-play-market-leader-growing-above-50-percent The press release on the extended contract stated: Linkfire expands agreement with global tech company “The agreement includes a new integration with Linkfire and the globalContinue reading “Linkfire signs contract with Apple music”

Introduction One of my favourite stocks is Africa Energy (ticker AEC, listed in Stockholm). The thesis there is simple – AEC has a 10% stake in one of the largest gas discoveries in the world (major investor and operator is Total). The deposit size is established, and Total is now finalizing the off-take agreement withContinue reading “Africa Energy – update from the management”

I have been very bullish on LInkfire. I think Linkfire is the most interesting IPO from Sweden this year. The whole investment case is summarized in the article below. There are several catalysts for the company in the next two months – see the article below. Linkfire: A Unique Play On Music Streaming Through MarketContinue reading “The most interesting IPO this year from Sweden – Pareto intiated coverage on Linkfire”

Every month Pareto produces its strategic portfolio for the next month. Their portfolio for August includes the following 10 stocks. Each stock has 10% allocation. New stocks: KID, MPCC, NSKOG, OHT, Stocks retained from July portfolio: AFG, AKER, AUSS, BONHR, DNO, and EL From the portfolio I am long only Norske Skog (NSKOG). I copyContinue reading “Pareto – August portfolio Norway”

Whilst browsing thru the BASF H2 presentation materials this morning, I came across what seems to be a new page on the BASF website, about mechanical recycling (found it via the BASF VALERAS page). And illustrated with a picture of Qfuel´s plant manager at Skive: https://www.basf.com/global/en/who-we-are/sustainability/we-drive-sustainable-solutions/circular-economy/mechanical-recycling.html The page says that: “For plastic waste, mechanical recycling isContinue reading “BASF new presentation: Bullish for Quantafuel”

Linkfire started to move this week. Yesterday it closed up 35.14%. The second best performing stock in Sweden. I think this should continue before next week catalyst. Pareto should publish their initiation research on Linkfire in the next few days. The black out period (during which IPO syndicate brokers can not publish a research) endsContinue reading “Linkfire – TOP gainer in SWeDEN – closed UP 35% before next week catalyst”

Pareto should publish their initiation research on Linkfire in next few days. Their black out period ends on 28 July. This will be the first major catalyst I am very bullish Linkfire. There are multiple catalysts in the next three months that should double the share price over that time horizon. The market is startingContinue reading “LInkfire UP 15% today. Just a start before next week catalyst”

Yesterday I got an email form a DNB broker: “You’ve made some phenomenal calls – thank you very much keeping me posted, got a watchlist of your names! The only thing that seems to have made any money recently.” Our Xbrane call more than doubled, Biovica is up almost 50% in less than a monthContinue reading “MY Scandinavian Doubling candidates for Q3”

This year I have analysed around 30-40 IPOs from Scandinavia. For me Linkfire was the most interesting company I looked at and bought into this year. The reason is simple: Linkfire has a potential to be ten times higher over the next 3-5 years. Not many companies can achieve that. There are many music streamingContinue reading “The most interesting Scandinavian IPO this year”