Fit Investment Ideas

Quantafuel delivered its Q1. The most important news are high run times of the Skive plant and reiterated the guidance to be CF positive in H2 for both Skive and Kristianslund. The management was very optimistic about the progress. The analysts focused on lowered production guidance for the year which overshadowed the other positive news.Continue reading “Quantafuel Q1: “We have never been even close to the progress we are experiencing today” – Selected quotes from the Q1 Webcast”

There is a major discrepancy between the market sentiment on Quantafuel and the positive signals on progress from the management. We believe Q1 report this Friday could be the turning point for the company fortunes. Market sentiment on Quantafuel is the most negative since its IPO. No progress Q1 report should surprise no one. MajorContinue reading “Quantafuel – Sentiment so Negative – Q1 Can Only Surprise to the Upside”

Hafnia and Pryme sold off due to secondary placements. Both are down and both present a buying opportunity. Hafnia down by 8% today on Secondary Placement Hafnia one of the most bullish stocks in Norway did secondary placement, that drove its share price down by 8%. Hafnia is the one of the companies that willContinue reading “Scandinavian Opportunities Today”

Below is a summary of Pareto´s new research on Linkfire from last week: “Linkfire is currently down ~67% since its IPO, and is down around 47% YTD. Valuations for Linkfire’s peers have also traded down significantly, but we believe Linkfire is undervalued at current levels” Pareto estimates the revenue growth to accelerate from 36% inContinue reading “Pareto on Linkfire: Amazon Music deal gives us confidence in 2022 guidance”

We have been bullish on Biovica. The idea got delyed by the FDA congestion with Covid applications. Last week Biovica announced submission of the updated FDA Application. Biovica also announced investor day for 17 May, where details will be provided. Both should be positive news. Redeye Research Summary: Biovica FDA Submission: Goal in Sight BiovicaContinue reading “Redeye Research: Biovica FDA Submission: Goal in Sight”

Biovica announced a few weeks ago, that FDA requested one additional information needed for Biovica FDA approval. Analysts believe it is the final bit in the puzzle and that FDA approval is comming within a few weeks. Biovica could easily double by the FDA approval. Pareto’s take on today’s announcement DiviTum’s 510(k) resubmitted to theContinue reading “Biovica – Major Catalyst Announced”

EU will reduce Russian gas consumption. Done deal. Only question how quickly this will happen. Russian stop of gas for Poland and Bulgaria may indicate that this may be quick. How to trade this? I am sure there are many trades. The first that comes to mind are LNG shipping and coal. I wrote hereContinue reading “No Russian Gas for Poland – Investment Ideas”

After the Amazon Partnership announcement Linkfire management organised calls with major investors. We spoke to the company, the Pareto Securities analyst, and other shareholders. Below is my take on the conversations: Linkfire Investment Opportunity Summary: Linkfire connects consumers on social platforms who wanted to download a song to music streaming companies that provide the content.Continue reading “Linkfire Partnership with Amazon – Minutes of the Call with the Linkfire Management”

Linkfire, announced partnership with Amazon Music, that in Pareto view has the potential to double commission-based revenue in 2022. It is a major news. Linkfire is the global market leader in smart links for music streaming companies with a 70% market share. Five bullet point summary on Linkfire opportunity: Linkfire connects consumers on social platformsContinue reading “Pareto: Linkfire Deal With Amazon Music Can Double Commission-Based Revenues in 2022”

This is the third installment of “How to trade the Russian war” We have been bullish on Product tankers since the war started. The idea is that EU will seek to limit its supplies from Russia. Russia is the main supplier of diesel for the EU. As the dependance on Russia is decreasing, EU willContinue reading “How to Trade the War – Pareto Bullish on Product Tankers Scorpio and Hafnia”