We visited Berenberg & Goldman Sachs German Corporate Conference in Munich on 23-25.9. One of the most interesting presentations was by Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research EMEA, Goldman Sachs International. The summary of his presentation is below: We are expecting everywhere inflation to reach central bank targets by mid-yearContinue reading “GS Chief Strategist Presentation in GS Conference in Munich”
Africa Energy Talks with Insiders – What is Next?
Last week, we spoke to the company, analysts and South Africa insiders. Below is my understanding of where Africa Energy stands. On Monday, Africa Energy announced that its partner in Block 11B/12B, CNR, intends to withdraw from the block and that the block operator, TotalEnergies, is considering its options. The Africa Energy share price reactedContinue reading “Africa Energy Talks with Insiders – What is Next?”
Norsk Titanium Valuation – 3x Upside in 18 Months
The article is copied from http://www.hedgefundalpha.com/norsk-titanium-disrupting-aerospace/ The article was also published on Microsoft Network NSM: http://www.msn.com/en-us/money/companies/norsk-titanium-backed-by-airbus-and-boeing-is-disrupting-aerospace-manufacturing/ar-BB1msCLD Summary Norsk Titanium is the global leader in Rapid Plasma manufacturing of titanium parts for aerospace, defense, and chip industries. The company has invested $425 million in its proprietary Rapid Plasma Deposition technology, which reduces material and energy costsContinue reading “Norsk Titanium Valuation – 3x Upside in 18 Months”
Golar LNG +10% on Tue – the Investment Idea is Materialising
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 Golar LNG builds, owns, and operates marine infrastructureContinue 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 Golar LNG builds, owns, and operates marine infrastructure for LNG liquefaction and regasification, with a market cap of $2.3 billion. Golar’s assets include FLNG vessels currently working for Perenco, with the potential forContinue 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 Golar LNG builds, owns, and operates marine infrastructure for LNG liquefaction and regasification, with a market cap of $2.3 billion. Golar’s assets include FLNG vessels currently working for Perenco, with the potential for new contracts that could double EBITDA. The arrival of FLNG Gimi to the BP offshore field and its operation in lateContinue reading “Golar LNG: Top Idea In The LNG Space”
