Fit Investment Ideas

We have several pharma investments. One of the largest is our Vicore position. It is one of the most interesting plays according to Pareto analyst. I enclose summary of the Pareto note from this morning. Vicore is below radar screens of many investors. The upcoming 4 September conference, which is the major event of theContinue reading “Pareto: Vicore Pharma Superior Clinical data vs Competion means Vicore Will Gain a Significant Attention. Confrence on 4/9/22 Could be the Catalyst Point”

We have been very bullish on Biovica. I wrote here several times about the opportunity, I published articles on SumZero and SeekingAlpha. We viewed the likelihood of the FDA approval for its Breast Cancer Test as over 90%. Market gave it much lower probability, the not patient retail sold the stock. Biovica got their FDAContinue reading “Biovica Invites to Market Update After its FDA Approval”

Arctic on African Energy: “From waiting game to action time” Africa Energy and Africa Oil have a lot of catalysts in 2H22. The consensus is very bullish. Today Arctic joined the bullish analysts crowd on both stocks. Summary below. Africa Energy is our largest position in the sector, Africa Oil is the second largest. AfricaContinue reading “Arctic Securities Bullish Reports on Africa Oil and Africa Energy”

SpareBank published a new note on Mintra today, summarising their target price uplift. They argue that the two largest shareholders may buyout Mintra and take it private. The summary of the note is below. I never wrote here about Ocean GeoLoop, a novel carbon capture company. Our family office has a smaller position there. TheContinue reading “Sparebank Upgrades Mintra on Takeover Speculations”

After the strongest quarter ever in Q1, Mintra reported another strong Q2 beat. Below is a summary of the broker reports. I wrote here about the investment case a few weeks ago. http://www.fitinvestmentideas.com/2022/07/15/mintra-smart-play-on-shipping-and-energy-exploration-boom/ We are long Mintra. Pareto Securities Report Q2 EBIT 34% ahead of expectationsMintra reports Q2 EBITDA of NOK 24m (22% ahead of PAS est.), EBIT of 18m (34% ahead ofContinue reading “SpareBank on Mintra – a highly potential public to private candidate”

We are long Sedana Medical a pioneer medtech and pharmaceutical company dedicated to making inhaled sedation a standard therapy in ICU (Intensive Care Unit). The company was the beneficiary in Covid, and a victim of post Covid sell off. We bought in believe that post Covid sell off was excessive. It is a smaller positionContinue reading “Redeye Research on Sedana – a Novel ICU Sedation Company”

Every month Pareto Securities publishes their portfolio ideas for Norway and Sweden. They select ten stocks for each market. Below is our selection from that portfolio. Their Norwegian portfolio ideas outperformed the benchmark by 30%, Swedish portfolio by about 1%. I selected below the ideas we like most from the 20 stocks. We also publishedContinue reading “Pareto Securities Monthly Portfolio Ideas for August”

This morning, Quantafuel announced that they have signed a FEED agreement with DUBAL Holding and BASF for chemical recycling of waste plastics in Dubai. The project, consisting  of an 80,000 tons per year facility, moves into the FEED stage after a six-month feasibility study, with a potential FID date targeted for early next year. PositiveContinue reading “Quantafuel Dubai Announcement – Broker Comments”

We enclose our top ideas for Q3. I wrote her before about many of those and include links to the investment rationale. Biovica – FDA approved first biomarker test in cancer area On Monday Biovica reported FDA approval for its unique breast cancer test. The stock went up only by 30%. The current market capContinue reading “Our Top Ideas for Q3”

We have been very bullish on Biovica. I wrote here several times about the opportunity, I published articles on SumZero and SeekingAlpha. We viewed the likelihood of the FDA approval for its Breast Cancer Test as over 90%. Market gave it much lower probability, the not patient retail sold the stock. Over the weekend BiovicaContinue reading “Broker Comments on Biovica Received FDA Approval for First Ever Biomarker in its Field”