Biovica: Redeye Research joins Pareto in declaring the sell off as a nervous overreaction without and support in changing fundamentals

Pareto issued a note on Monday, that the FDA delay has no material impact on the Biovica value, and the sale off is unjustified. Redye research also came up with the same conclusion. The research is available for free on Biovica website. Full report is below: Redeye Research: Biovica: The submission of the updated applicationContinue reading “Biovica: Redeye Research joins Pareto in declaring the sell off as a nervous overreaction without and support in changing fundamentals”

SpareBank joins Pareto by adding Norske Skog into Top Pick Portfolio for September

SpareBank and Pareto have in their Top Pick portfolio for September jointly just one stock – Norske Skog. Two days ago I wrote here about Pareto strategic portfolio for September. I enclose below SpareBank Top Pick summary. As mentioned above, there is just one stock that is in both Top Pick portfolios – Norske Skog.Continue reading “SpareBank joins Pareto by adding Norske Skog into Top Pick Portfolio for September”

Sparebank on Norske Skog – Newsprint prices up 15%-20%. Share priced did not move, yet

Sparebank believes the Norske Skog share price should be three times higher. NSKOG is my favorite restructuring play. NSKOG has four levers for share price growth: it is very cheap vs its peers – see below Sparebank: “if valued in line with peers, we argue that a fair price is closer to NOK 100” itsContinue reading “Sparebank on Norske Skog – Newsprint prices up 15%-20%. Share priced did not move, yet”

Hofseth Biocare – the transformational deal with Garden of Life launched

Hofseth BioCare (Oslo: HBC) is a Norway-based company engaged in processing marine raw materials into products to enhance global health. Two years ago the company initiated its transformation. The road map to value creation is simple: In the first stage, move from low-margin animal feed towards high-margin finished products for pet and human-grade nutraceutical products available atContinue reading “Hofseth Biocare – the transformational deal with Garden of Life launched”

Pareto portfolio for September

Pareto published their strategic portfolio for September for Norway and Sweden. Below is the summary. Pareto´s Norway Portfolio US indices ended close to new all-time highs in August. Our portfolio wasno different, returning 4.8% m/m – a 4.1 pp outperformance to OSEBXreturning 0.7% last month. We remain ahead of the index for the yearhaving returnedContinue reading “Pareto portfolio for September”

BIOVICA – CEO’s Video made it top Scandi pick – major catalyst in September

Biovica CEO announced on Friday the major catalyst should materialize by end of September. Biovica could easily double in the next six weeks, the same way as Xbrane did in similar situation earlier this year. I am very bullish Biovica over the next two month. Introduction to Biovica Cancer diagnostics is a strongly evolving field.Continue reading “BIOVICA – CEO’s Video made it top Scandi pick – major catalyst in September”