Fit Investment Ideas

Two weeks ago Quantafuel sold off due to a delay of Skive continues production. Investors viewed this as increasing uncertainty over Quantafuel ability to chemically recycle plastic. Today, Quantafuel announced that BASF converted their convertible loan into shares of Quantafuel. I view this as very positive. BASF knows more about Quantafuel more, than anybody else.Continue reading “BASF investment in Quantafuel is a strong vote of confidence”

I am invested in good oil assets, but they have not moved as expected. The reason, I think, is that the markets changed. For share price to grow, the companies must deliver cash earnings. It is not enough to declare the cash is coming. The market wants to see the cash. If the cash isContinue reading “Scandinavian oil companies with material short term catalysts”

Summary Cancer diagnostics is a strongly evolving field. Biovica’s novel cancer test can detect breast cancer progress cheaper and much faster than current methods. Biovica is the global leader in the field Its unprecedented 30 clinical trials in the prominent US and European hospitals minimize the risk of FDA failure. Biovica expects FDA approval andContinue reading “Biovica is one of the best peforming Scandinavian stocks, up 40% in 10 days. This should continue”

When investing one thing to follow is macro. I follow Darius Dale for macro. Of all the research he is the most reliable. See 42macro.com. His recent position is: inflation is decelerating and will be decelerating further. This has several implications – the inflation linked assets are loosing steem. Commodities are decreasing – look atContinue reading “Time to GO BACK to scandinavian green and tech stock that sold off in Q2 – THE MACRO will drive repositioning.”

In the last few days, Quantafuel managers reported the below transactions : 7/7/2021 – Kjetil Bøhn, Special Advisor in Quantafuel ASA, has today bought 20,000 shares in Quantafuel ASA through his wholly owned company KB Management AS, at a price of NOK 33.30 per share. After the transaction, Kjetil Bøhn and affiliates holds 3,677,050 sharesContinue reading “QUANTAFUEL Management is buying shares”

I had an opportunity to join a call with Quantafuel management today. The participants were Dr Lach and the CFO Kristian Flatten: Dr. Lach joined Quantafuel from BASF this year. He did most of the talking. He is a brilliant mind, very smart and very knowledgeable. He comes out like a natural leader. He wouldContinue reading “Minutes of the call with Quantafuel management today”

Three months ago, I wrote an article for SA on Xbrane. I predicted a strong share price growth by the Phase 3 readout. Xbrane doubled. Biovica is a similar case. It should double in the next three months. For the same reasons as Xbrane did. Cancer diagnostics is a strongly evolving field. Biovica’s novel cancerContinue reading “Biovica International Should Double On Novel Breast Cancer Test Launch In Q3”

The global market leading marketing platform for music labels and artists. I am long Linkfire. I think it is a case, that is worth to do some work on. They are the market leader and they will drive the industry consolidation. • Top major music labels use Linkfire with a combined market share of 70%Continue reading “LInkfire IPO placed today – you are using Linkfire, if you are on Apple Music, Spotify, YouTube or most other music providers”

I wrote here several times about NSKOG. I am long and I like the story. It is cheap vs peers and its green itiatives at valued at zero. Pareto analyst believes the green intiatives have value equal to its mkt cap. It is cheap. And it is very cheap when paper prices are raising asContinue reading “NorsKe Skog – cheap vs peers, renewables activities for free”

Friday was bloody. The markets are quite high and becomming fragile. I wrote here about many long ideas, that I played. I have been torturing myself how to hedge against violent downturn. I am looking at short ideas, that are short based on its fundamentals – that will go down it good or bad markets.Continue reading “Elegant way to protect Scandi portfolio against downturn”