Fit Investment Ideas

We have been long SDSD for about 6 months. We are 25% up. We have bought more recently. The story is good and it is getting better. See below their latest presentation : http://www.newsweb.no/newsweb/search.do?messageId=445256&siteLanguage=en    

Presentation on the opportunity is enclosed Manual of Ideas 2018 (Madalena)

For how long more?

I have invested into MDLNF a few months ago. The below article well summarizes why: https://seekingalpha.com/article/4126330-madalena-energy-window-create-virtuous-cycle  

The stock will come back. Opportunity to gain at least 20% https://seekingalpha.com/article/4126630-gopro-market-overly-pessimistic?auth_param=5970b:1d16u0c:5e42552fa4877462dec0c0d999091dba&uprof=44    

After a long time I saw an interesting idea on Seekingalpha that made me to increase my position in Senomyx by 50% https://seekingalpha.com/article/4125405-senomyx-christmas-present-investors  

What will drive the US currency? Three events will influence the USD faith: Rotation out of Treasuries. Us treasuries are 14 trillion USD market. The single largest owner is the FED with 4.5 trillion. Foreigners own around 65% of the residual paper, with Japanese and Chinese investors leading the rankings.  The trade has been greatContinue reading “Bear case for the dollar”

OMV Petrom is more than 10% down in the last two weeks despite the oil price increasing over that period. The reason is the mishandled SPO by second largest shareholder Fondul Proprietatea. The sale of 2.5% at 0275 draw the price down. This already happened once in October. At that time the announcement of theContinue reading “Short term play on OMV Petrom”

I have recently increased my position in Madalena Energy. Their latest presentation published today is worth the read: Click to access Corporate%20Presentation%20-Sep%202017%20vfinal.pdf Additional information, including analysts reports, can be found in the link below. https://www.facebook.com/groups/1570162963237126/?ref=bookmarks

Fondul Proprietatea, one of the largest closed end funds in the world, is becoming interesting. In the last few days Romanian index and Fondul are down 5%. The reason for the sell off is Romanian bank shares. The sell off was caused by speculations of new asset tax on banks to be imposed by RomanianContinue reading “Time to get back to Fondul Proprietatea”