Pareto on Quantafuel: Light at the End of the Tunnel

Pareto issued an update on QFUEL this morning. See the summary below. Quantafuel Joins forces with Saipem in the implementation of waste plastics recycling solutions QFUEL announced signing of a MoU to collaborate with Saipem in the industrialization and construction of waste plastics chemical recycling plants. This positions Saipem to construct under QFUEL’s technology license inContinue reading “Pareto on Quantafuel: Light at the End of the Tunnel”

Pareto: Mintra has ~80% customers in ‘oil, gas and maritime’, which are earning more money than ever. So is Mintra

Mintra is reporting best quarters in its history. The trend is going to continue. At the same time Mintra is the cheapest in Nordic Software Universe. Growth is going to accelerate in H2. We are long Mintra Summary of Pareto note from today Attractive counterparty exposure at <10x EBIT  In the tech space, ‘market tailwind’Continue reading “Pareto: Mintra has ~80% customers in ‘oil, gas and maritime’, which are earning more money than ever. So is Mintra”

Pareto Securities: HydrogenPro – Attractive Hydrogen Exposure

I summarize two interesting hydrogen ideas for this week Pareto Securities: Hydrogen Pro – Attractive Hydrogen Exposure Below is a summary of the report published today: Attractive hydrogen exposure HydrogenPro will release its Q2’22 figures tomorrow and we look for comments on manufacturing facility opportunities and the order/contract possibilities. With HydrogenPro chosen as provider ofContinue reading “Pareto Securities: HydrogenPro – Attractive Hydrogen Exposure”

Pareto: Vicore Pharma Superior Clinical data vs Competion means Vicore Will Gain a Significant Attention. Confrence on 4/9/22 Could be the Catalyst Point

We have several pharma investments. One of the largest is our Vicore position. It is one of the most interesting plays according to Pareto analyst. I enclose summary of the Pareto note from this morning. Vicore is below radar screens of many investors. The upcoming 4 September conference, which is the major event of theContinue reading “Pareto: Vicore Pharma Superior Clinical data vs Competion means Vicore Will Gain a Significant Attention. Confrence on 4/9/22 Could be the Catalyst Point”

SpareBank on Mintra – a highly potential public to private candidate

After the strongest quarter ever in Q1, Mintra reported another strong Q2 beat. Below is a summary of the broker reports. I wrote here about the investment case a few weeks ago. http://www.fitinvestmentideas.com/2022/07/15/mintra-smart-play-on-shipping-and-energy-exploration-boom/ We are long Mintra. Pareto Securities Report Q2 EBIT 34% ahead of expectationsMintra reports Q2 EBITDA of NOK 24m (22% ahead of PAS est.), EBIT of 18m (34% ahead ofContinue reading “SpareBank on Mintra – a highly potential public to private candidate”