Fit Investment Ideas

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”

The XBrane idea is working well, reaching new all time high today – it is 20% since I first wrote about this two weeks ago. I believe that ride will continue until the investor day in mid May, when they are very likely to announce the positive news on Phase 3 study. See the belowContinue reading “SKITUDE – GOOD REOPENING PLAY”

I must congratulate all that followed my XBrane suggestion up 15% in two weeks and ERII, which is up 200% this year, which I suggested here several times. Ideas for your further research I like XBrane very much. They were due to announce the results of their phase 3 study in May. Historically, Biosimilars haveContinue reading “Nordic Opportunities – weekend reading”

Fearnleys published an initiation report on Pryme – a chemical recycling company. They are now building their first production facility. There are two years behind Quantafuel. Their market capitalisation is EURO 70 million, vs Quantafuel’s EURO 550 million market capitalisation. It is quite possible the should be reaching similar valuation at that time. I haveContinue reading “Prymed For Success”

I wrote several times on NEXT BIometrics. I recommended the purchase when the share price was 7 NOK based on the below investment article. The share price today is 9.2 NOK. The company has achieved a multiple sales wins (agreements with customers) that are translating into sales with 6-9 month lag. We know that theyContinue reading “ANOTHER WIN FOR NEXT BIOMETRICS”

Congratulations to all that followed my Energy Recovery idea published few months ago. The share price is up 200%. ERII is our largest position. I believe we are still at the early stage, as the company revealing new products in new industries almost every quarter. I believe the share price should multiply in the nextContinue reading “Norweigan Brokers Increase Bullish Calls On NORSKE SKOG”

DNB RESEARCH PUBLISHED TODAY. We are long Rana since the IPO. RANA GRUBERRiding the raw-material rallyWe expect solid EBITDA of NOK323m in RanaGruber’s first quarterly report. As the entire iron orefutures curve has shifted up by cUSD17–18/t sinceearly March when we initiated, we have raised our2021–2023e EPS by 5–54% and our target price toNOK95 (85),Continue reading “RANA GRUBER – Riding the raw-material rally”

Below is a summary of research of Norske Skog. The company is reporting this Friday. We are very bullish on NSKOG due to its restructuring potential. We were right on our Circa Idea that doubled money. NSKOG owns 32% of Circa. The green activities by NSKOG have a value equal to its market cap. IContinue reading “Sparebank: Norske Skog – Acquisition target, newsprint prices trending up and the share price could double in a normalised newsprint market”

During the last two days I published my bullish view on Xbrane. On Friday, SeekingAlpha published an article on Xbeane opportunity. https://seekingalpha.com/article/4419351-xbrane-partners-bausch-lomb-to-enter-usd-12-billion-market i noticed today that SA PRO Editors republished the article among the Best SeekingAlpha ideas. It is a reconfirmation of the idea. https://seekingalpha.com/article/4419515-sa-pro-editors-xbrane-biopharma-100-percent-plus-upside I am long XBRANE. My top position in Healthcare. SIGNContinue reading “XBRANE Idea Rated As Best Idea by SeekingAlpha”

I wrote yesterday about Xbrane. Most interesting biotech play in Scandinavia. Phase 3 study just completed. The company announced an Investor day in four weeks time. Clear indication of positive outcome. Analysts believe the share price will double this year and double again next year. Very bullish. Today a good article was published on SeekingAlpha.Continue reading “XBRANE SHOULD DOUBLE THIS YEAR AND DOUBLE AGAIN NEXT YEAR”