Fit Investment Ideas

I wrote here several times about CoolCo- a spin off of 8 LNG tankers by Golar. Today, there were two articles that support the story. It is reflected in the share price, which increased to 85 NOK. My price target is 120 NOK. Soaring LNG Demand Creates Traffic Jam At Gulf Of Mexico Ports https://www.zerohedge.com/energy/soaring-lng-demand-creates-traffic-jam-gulf-mexico-portsContinue reading “CoolCo – LNG Traffic Jam in Gulf Indicates Share Price Direction”

Pareto summary: With energy security becoming the new buzzword after the tragic Ukraine- invasion, modern LNG carriers are set to benefit. CoolCo has already secured one timecharter at a stellar rate since its recent inception – and we expect more to come. Ofer and Trøim have created a vehicle that provides plenty of leverage bothContinue reading “Pareto on CoolCo: An Ofer you should consider”

The main quotes from Biovica CEO Anders Rylander 5 minute interview with Redeye Research yesterday are below. We got a very positive FDA feedback in February. That was very positive, because no more issues in the clinical area and only on study that we need to complement. We will redo the study that we haveContinue reading “Biovica – CEO video interview on the FDA Requirements”

Fearnley Securities: QFUEL announced this morning that repairment of the burner chambers of the two first lines have been completed and tested for production. Both lines have converted plastic waste at a high load after repair completion, and the plant is gradually returning to production. The timing is in line with QFUEL’s target (announced earlyContinue reading “Quantafuel – Back in Operation – Broker Comments”

Redeye: The essential Q3 (November-January) feedback is that the FDA process progresses without significant internal or external disruptions. Biovica is on track for submitting supplementary results in May, and the company is also on track to secure a likely conclusive subsequent FDA decision in July to August, in our view. Pareto take on today´s results:Continue reading “Biovica – Brokers Bullish on Reconfirmed Fixed Timetable for the FDA Approval”

This is a third installment on ideas how am I protecting my portfolio against the Russia War against Ukraine. Last week I sold my coal holdings at around 50% gain over two weeks. I bought arm producers last week. I am holding my palladium and shipping positions. I increased substantially my oil holdings in downContinue reading “Ukraine – Trading Ideas”

Africa Energy Corp. (Nasdaq First North: AEC) an oil and gas company with exploration assets offshore South Africa and Namibia, is pleased to announce that the joint venture partnership for Block 2B offshore South Africa has contracted the Island Innovator semi-submersible rig to drill the Gazania-1 well by October 2022.  Garrett Soden, Africa Energy’s President and CEO, commented, “We are pleased to secure the IslandContinue reading “Africa Energy Signed Rig Contract for Block 2B”

I wrote about investment ideas how to protect portfolio in the war time last week. The ideas are up 20-40% in a week. Today is another idea from this bucket. CoolCo (COOL), an LNGC tanker spin off from Golar LNG had an IPO two weeks ago. The company is still in blackout (brokers involved inContinue reading “CoolCo – How to Play War in Ukraine II. Quantafuel”

The Q4 major news was restarting on Skive today. QFUEL showed an online tour of the plant and showed one line already heating up. Second line should be in operation by mid March too the management reconfirmed. CAPEX increased by 10 mln only. Do watch the Q4 replay from Quantafuel web, it should be thereContinue reading “Quantafuel – Impressive Online Skive Guided Tour in Q4 Presentation, Brokers Updates”

I increased my positions in coal, shipping and oil. I bought more exposure to oil. I increased my position in AkerBP. The share is down significantly in last few weeks. Scandinavian investors sold their AkerBP shares to maker a room in their portfolio for Var Energy IPO, that started trading last week. This morning AkerBPContinue reading “How I am trading Ukraine”