Fit Investment Ideas

This has been a good quarter, and our business activities progressed as expected Main highlights: Saipem cooperation moving ahead – generated significant interest from major petrochemical companies Skive is moving forward with confidence Dubai Sunderland Kristianslund Esbjerg My take. Positive quarter. All projects are progressing well. Saipem is a big deal. It generated significant interestContinue reading “Quantafuel – Most important Quotes from the Webcast Today”

How to visit Skive I spoke to Quantafuel last week briefly. They said several things that they said before, but may not be fully reflected or understood by the market. I am posting below my interpretation of some of the comments. Quantafuel set up a page with videos from Skive. Basically short guided tour ofContinue reading “Quantafuel: “We are running at utilizations levels we never achieved before””

Fearnley Securities published an update on Africa Energy. Very bullish report. I enclose below my summary of their main points from the 18 page long research: From E To E&P In Global Hotspot Entering development in South Africa at Block 11B/12B and Block 2B. Drilling of Gazania-1 a major short-term trigger. A discovery could fastContinue reading “Fearnley Securities on Africa Energy – “92% upside to Price Target””

Pareto publish their Top Ideas portfolios for Norway and Sweeden. I select from their top 20 stock ideas the ones we like: Pareto Ideas Summary: BioInvent – BUY, TP SEK 134 (115)Closing Q2 with liquid funds of SEK 1.2 bn + SEK 536m from the Exelixis milestone payment and the latest directed issue to specialistsContinue reading “Selected Pareto Top Ideas for October”

Pareto Securities hold its annual Energy and Shipping conference. More than 150 companies presented to more than 1500 investors. Major event for the year. Pareto Securities published most important takes from each presentation. I enclose below a few we found interesting. The bold emphasis was added. Africa Energy CEO Garrett Soden• Africa energy and theContinue reading “Pareto Energy and Shipping Conference – Main Comments”

We had a short call with QFUEL. Below is my summary: Other news Mintra announced another contract win. We are bullish on Mintra – see our previous posts on this high beta play on Shipping and Energy. Disclosure:The goal of the blog is to provide investment ideas for further research. I/we have a beneficial positionContinue reading “Quantafuel Update – Summary of the Call with the Company”

Putin has threatened to turn away from a deal agreed earlier this year that allowed the export of agricultural products from Ukraine’s Black Sea ports to resume. He called the deal Scam. “It may be worth considering how to limit (food exports) along this line” the Putin stated. “UN data shows that from 87 cargoes,Continue reading “How to Trade Putin’s Call For Scrapping Ukraine Grain Sea Export Agreement”

On Friday Vicore presented its latest Covid results. “On coming Sunday, Vicore’s data was presented by key opinion leader Toby Maher, for the first time at a scientific congress. Therefore, we believe that many new eyes will learn about Vicore results” Pareto analyst says Vicore is very cheap for what they are acheving. We are long beforeContinue reading “Pareto on Vicore Results: “No other drug, neither the two on the market from Boehringer Ingelheim and Roche, nor the several ones in development have reported data even close to Vicore data””

Summary of Pareto note from Friday: Imminent positive news  We expect operator Total to deliver the application for Production Right on Block 11B/12B shortly. This will be an important milestone for the development of the large resources, which with the fast-track development concept have potential to provide South Africa with much needed natural gas from 2026-27 onwards. In addition, theContinue reading “Africa Energy: Total to Apply for Production Right on Block 11B/12B by 6 September”

QFUEL reported yesterday Q2. I found the presentation very good and recommend for watching see my yesterday post for the link. Pareto came up with bullish note on the report today. See the summary below Exciting progression with Dubai and Saipem MoU  Quantafuel delivered a quarterly report containing some short-term disappointments, where the volume guidingContinue reading “Pareto on Quantafuel : Exciting progression with Dubai and Saipem MoU “