Fit Investment Ideas

If you follow this blog, you know by now, that I am bullish chemical recycling of plastic. The reason is simple. We can not ship the used plastic to China nor dump it to the sea. I just saw to good articles that summaries the bullish case for the plastic recycling: European plastics manufacturers planContinue reading “Bullish case for Chemical Recyling of plastic”

On May 12 I posted Quantafuel will never be so cheap. I argued that it is the time to buy before the company reports Q1. The share price on that day was around 28 NOK. Two weeks later it is trading around 44 NOK – 57% up. Congratulations to all who listened! I believe thatContinue reading “Trading ideas for this week Quantafuel, Biovica, Hofseth”

Fearnely research: Elliott JOnes is the best analyst on Quantafuel. His bullish research summary below: 1st Operating Revenues at Skive: a Major Statement Made QFUEL recently announced their 1q21 results, posting first ever operative revenues delivered from BASF for Skive product. Total sales were NOK3.4m (inc. Geminor additional income of NOK1.7m), EBITDA of NOK-30.5m andContinue reading “Summary of Quantafuel bullish research report by fearnley”

Quantafuel is now quite active on FB. Do follow their web site, if you are interested in the company. The link is below: Quantafuel | Facebook Yesterday they made the following announcement. I found it very bullish: Curious to see what is going on at our plant in Skive, Denmark? Here, we have built theContinue reading “Quantafuel running on 100% capacity on line one”

Quantafuel newsflow continues. If you are interested in the company, do follow their FB page. I discovered that only yesterday. They do publish some interesting news flow there. Today, Fearnley Securities published the following note on Quantafuel: Fearnley today: Quantafuel (Buy, TP NOK 95/sh)Environmental Impact application for Esbjerg site approvedFurther to QFUELs positive Q1 updateContinue reading “Trades for the next week Quantafuel, Hovseth and Biovica”

Congratulations to those who bought with me Quantafuel last week before the Q1 as I suggested in two posts last week. 31% in three days is a decent return. I believe that this is just the beginning for Quantafuel. This is trending stock. I believe we have seen a bottom last week. The share priceContinue reading “Quantafuel and AEC are on the move”

I enclose the important parts from the report: We have operated a production line in Skive, Denmark, at full capacity with the rightbalance between gas and oil production and increased operational stability. With thesemajor achievements we target proof-of concept in Q2 2021 and full production end ofQ3 2021, as announced earlier. We are also pleased to confirmContinue reading “Quantafuel reported Q 1 -Good progress – QFUEL will never be so cheap again”

During the last two weeks I doubled my position on Quantafuel. I believe it will never be so cheap. I believe the Q1 call should change the share price trajectory upwards. I expect that on Friday the company will report several positives: First revenues from product sales to BASF – not sure how material theContinue reading “Quantafuel will never be so cheap – two days to Q1”

Congratulations to all that followed my XBrane idea here, prompted by the below article from SeekingAlpha. The stock is up 40% in one month. More like this! https://seekingalpha.com/article/4419351-xbrane-partners-bausch-lomb-to-enter-usd-12-billion-market Quantafuel – is my second largest position. I have been buying almost every day over the last two weeks. The company is reporting on Friday and IContinue reading “Quantafuel reporting on Friday”

ERII is my largest position. I first wrote about it here when the share price was 8USD. It is now around USD20. While the short term ride might be over, the longer term play is enact. I believe this will be triple digit stock within 3-5 years. The Q1 was positive for ERII. The companyContinue reading “ERII Q1 report – the highest ever quarterly revenue plus announcemet of game changing product entering into USD55 billion market”