Fit Investment Ideas

Calliditas Therapeutics has been selling in the US since 1Q22 based on FDA preliminary approval. Its annualised sales reached USD 100 million. Not bad product lunch. We are long Calliditas. The below well summarises the investment rationale and the strong catalysts we could expect in 4Q23. The Q4 should be very good vs slow firstContinue reading “Carnegie on Calliditas – US and China Approvals due in Q4.”

Havila Kystruten – Potential multibagger on tourism in Norway. Fearnley and Arctic both published a bullish reports this week with price target of 1.8/1.73 NOK. Both talk about material upside above the current price target with short term triggers to achieve those: Arctic Securities Summary: IoC: Every storm runs out of rain After several challengingContinue reading “Fearnley and Arctic bullish on Havila Kystruten”

This week Pareto Securities hosted its 30th annual Energy Conference in Oslo with a record-high 2,000 participants, ~160 companies, and 1,300 investor meetings. I list below presentations that we found interesting. Golar LNG The most interesting aspect of the GLNG presentation was that the current FLNG is running only at 58% capacity while the newContinue reading “Pareto Energy Conference – The Most Interesting Presentations”

REDEYE RESEARCH NOTE: Biovica: Secures the first larger direct commercial hospital agreement Biovica has signed the first direct commercial client bill agreement with a larger healthcare provider operating more than 30 hospital laboratories, primarily located in Arizona. This is positive as it opens up for commercial and clinical DiviTum sales towards the end of thisContinue reading “Biovica Reaches Signifciant Milestone – First Hospital Chain Signed”

SeekingAlpha.com is the largest investment idea site in the world. On Friday they published an article on Vicore Pharma. As the artcle is behind paywall, below is the full version. In Therapeutics Space, I Prefer Vicore Pharma Over Pliant Therapeutics In April 2023, I wrote a SeekingAlpha article titled: Pliant Therapeutics: Bad Risk Reward, Buy VicoreContinue reading “SeekingAlpha: Vicore Pharma is Leading the Race in IPF Cure”

Biovica has the potential to change the way the Breast Cancer is treated and newly also change the way cancer drugs are developed. Biomarker testing is the future of the Cancer treatments. Biovica is the global pioneer and is leading the company in the area. It has the first FDA-approved cancer biomarker test for BreastContinue reading “Biovica: The Most Disruptive Company Among Scandi Pharma”

This article is copied from SeekingAlpha.com. It was published thid Monday. Since the publication the share price is up by 13%. Summary Introduction to KNOP KNOT Offshore Partners LP (NYSE:KNOP) is a leading company in the shuttle tanker industry. The company operates 18 shuttle tankers out of global feet of 78. The company is listed inContinue reading “How KNOT Offshore Partners LP Is Poised For Significant Share Price Rebound”

Norsk Titanium Reported today. The share price is down 40% today on delayed revenues and concerns about capital raisings. I summarize below the main points from the presentation. Norsk Titanium summary Production update 1H23 Airbus qualification and industrial trials • Continued strong engagement in exploring new additional parts • End-to-end qualification ongoing; awaiting Airbus approvalContinue reading “Norsk Titanium – Quotes From the Presentation Today”

Golar LNG Limited (“GLNG”) builds, owns, and operates marine infrastructure for the liquefaction and regasification of LNG. It currently owns 2 out of 5 existing FLNG ships in the world, which posits it perfectly for the projected LNG deficit in Europe. Floating liquefied natural gas vessels (FLNG) have been designed to facilitate the production, liquefaction, andContinue reading “Golar LNG´s Rise as a Key Player in the Growing FLNG Market”

Q2 are seasonally the weakest quarters for Linkfire. Despite that the company delivered strong – its best Q2 ever, +25% above 2Q22. Other metrics show strong improvements on all levels. Linkfire produces the best investor materials in Scandinavia. See yourself: Linkfire’s one slide summary of 2Q23: Linkfire two minutes video summarising the business and 2Q23:Continue reading “Linkfire – Most Innovative Company from Denmark Delivers its Best Q2”