Fit Investment Ideas

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”

First, I would like to congratulate all those, who traded the Scandinavian Opportunities published about a week ago. Very good returns. The call on Circa is has been excellent for the last two weeks. You could almost double your money. Two ideas are from a Fearnley daily report. I copy below their report in full.Continue reading “SIGNIFICANT UPSIDE STOCK WITH A FREE PUT OPTION”

Norske skog is Worlds second largest paper company, that is changing its production capacity from print paper into green renewable packaging, that should be used in fast food chains etc. The company estimates that the renewable packaging should increase EBITDA by 500%. NSKOG is now very cheap – trading at 50% vs its peers. OnContinue reading “NORSKE SKOG – JUST ITS GREEN BUSINESSES HAVE HIGHER VALUE THAN ITS MARKET CAPITALIZATION”

SUBSCRIBE TO THIS BLOG TO GET NOTIFICATIONS BY EMAIL Tradin pattern changes. January and February was interesting to buy into IPOs. In late February this changed. There were so many transactions, that the Scandi market was not able to absorb it. Even great companies were failing. The trade changed. What is now the trade? BuyContinue reading “HOW TO TRADE SCANDINAVIA THESE DAYS”

Energy Recovery is meeting investors this week. It has just released its new presenation. It provides a good update on the company activities. For this first time it talks about its gas product IsoBoost, that was sold to Saudi Aramco and is in very successful operation there since January, 2020. It also provides details onContinue reading “Energy Recovery – our largest position”

I just listened to Garrett Soden, Africa Energy CEO at Pareto conference. He brought a few new information: he said that the 11B/12B Deposit should be valued “at least at 5USD per barrel”. That is substantially more than the 3-4 USD mentioned in the below article, that lead us to invest in AEC. That meansContinue reading “Africa Energy update from Pareto conference”

Kyoto Group, an energy storage company started trading in Oslo. The IPO was launched at 62.5 NOK, but the share price went 25% down quickly to around 48 NOK. I called the brokers enquiring what happened. The explanation was: the company did previous funding round only in December 2020. At that time people were ableContinue reading “KYOTO FAILED IPO MIGHT BE AN OPPORTUNITY”