On December 6, 2023, we published our Golar LNG idea here. We predicted several catalysts that should drive the stock up significantly. The rumours related to one of the catalysts drove the share price up 10% yesterday. An indication of upside potential. Summary from our original post Link to the investment idea: What happened yesterdayContinue reading “Golar LNG +10% on Tue – the Investment Idea is Materialising”
Do Not Chase the Magnificant 7 Stocks
On Friday, the S&P500 stock index closed above 5000 points for the first time in history, and in this context, I would like to share some fresh and interesting numbers. We reached 5000 from lows close to 4000 at the end of October last year, since then we have witnessed growth in 14 of theContinue reading “Do Not Chase the Magnificant 7 Stocks”
Vicore, Bioinvent, Hofseth – Strong Day For Scandi Pharma
Vicore, Bioinvent and Hofseth all reported positive news today. Vicore Pharma Vicore Pharma is the global leader in Idiopathic pulmonary fibrosis (IPF). IPF is a condition in which the lungs become scarred, and breathing becomes increasingly difficult. Vicore has the best-ever results in their study. This year, the company is planning its 2B study, which may beContinue reading “Vicore, Bioinvent, Hofseth – Strong Day For Scandi Pharma”
Link Mobility – SpareBank Top Idea for 2024
Link is the top idea by SpareBank analyst Petter Kongslie. Link is Europe’s number one in helping companies and state institutions communicate with their customers through SMS, WhatsApp, Wiber, Instagram, and other messaging platforms. If you fly, and get a boarding SMS, it could be from Link. The major catalyst happened in early January –Continue reading “Link Mobility – SpareBank Top Idea for 2024”
Top Ideas for 2024
Our top ideas for the coming year. Our family office has a position in all the below. Golar LNG Golar LNG Limited For the full investment idea summary, go: Africa Oil Africa oil At 19 SEK/sh, the Venus discovery/ Namibia exposure either is not reflected in the share price at all, or ii) Venus isContinue reading “Top Ideas for 2024”
Africa Energy – Update on the Petro SA
A lot has been said about the recent announcement of the Gazprombank cooperation. We saw a lot of speculation in Africa Energy forums. Below is my read of the situation. Africa Energy owns 10% interest in Block 11B/12B, one of the most significant recent gas condensate discoveries offshore South Africa. The major shareholder in the BlockContinue reading “Africa Energy – Update on the Petro SA”
Golar LNG: Top Idea In The LNG Space
Summary Introduction to Golar LNG Golar LNG Limited (NASDAQ:GLNG) builds, owns, and operates marine infrastructure for the liquefaction and regasification of LNG. It currently owns two out of nine existing FLNG ships in the world, which positions it perfectly for the projected LNG deficit in Europe. Golar has a market capitalization of USD 2.3 billion, a net debt ofContinue reading “Golar LNG: Top Idea In The LNG Space”
Biovica – CEO Invests 10 mil NOK, Progress on All Fronts
CEO of Biovica: “I have invested 10 Mil NOK in the capital raise”“Our US team invested most of their bonuses into the capital raise. This was a great sign of confidence for me” Important CEO quotes from the report: Quarterly report: Presentation and Webcast Financial Reports Redeye Research Summary: Biovica Q2 (August to October): ConfirmationContinue reading “Biovica – CEO Invests 10 mil NOK, Progress on All Fronts”
Linkfire Secures Debt Financing From BandLab Founder
In current markets, securing funding for breaking-even companies is not easy. Companies are pressed to issue equity at draconian terms. Linkfire just announced it secured EURO 5 million in debt funding from Mr Kuok Meng Ru, founder of BandLab, who is also LInkfire’s 4th largest shareholder. A very great achievement in current markets is aContinue reading “Linkfire Secures Debt Financing From BandLab Founder”
Vicore – New US-Based CEO Starts Onboarding US Investors
If Vicore were a US-listed company, its valuation would be multiple times higher. The best proof is Pliant, a company in a similar state of development with much worse drug results. Vicore hired a new Boston-based CEO whose claim is to connect Vicore to a US investor base. The new Vicore CEO is now startingContinue reading “Vicore – New US-Based CEO Starts Onboarding US Investors”
Fit Investment Ideas 