Pareto: HydrogenPro got a new order from Mitsubishi

HydrogenPro receives purchase order from Mitsubishi  HydrogenPro announced today that it has received a purchase order from Mitsubishi for a single stack high-pressure alkaline electrolyser system. This single stack high-pressure alkaline electrolyser system will be the largest of is kind to ever be built, equaling anelectrolyser effect of >5MW. The companies have not disclosed the contract value, but we expect this to be in theContinue reading “Pareto: HydrogenPro got a new order from Mitsubishi”

Pareto on Africa Energy: Strong cash position & More share price triggers ahead

I copy Pareto comment on AEC results in full below. The comment was released on Thursday after the Q2 results: Strong cash position & More share price triggers ahead Africa Energy reports Q2 results with low operating costs and farm-out proceeds leading to an unchanged cash position of USD 14m (slightly ahead of expectations). TheContinue reading “Pareto on Africa Energy: Strong cash position & More share price triggers ahead”

Spare bank on Norske Skog – if valued with peers, its fair price should be up 300%

Pareto included Norske Skog (ticker NSKOG) into their top pick portfolio for August last week. See my blog post with the Pareto research summary on this below: https://fitinvestmentideas.com/2021/08/03/pareto-august-portfolio-norway/ Sparebank issued very bullish research on Norkse Skog last week titled: Increased utilization as capacity closures comes into effect -> material increase in newsprint prices The researchContinue reading “Spare bank on Norske Skog – if valued with peers, its fair price should be up 300%”

Linkfire signs contract with Apple music

Denmark based Linkfire yesterday after close announced new contract with Apple Music. I consider Linkfire the most interesting IPO from Scandinavia this year. The investment thesis is below: https://seekingalpha.com/article/4439470-linkfire-music-streaming-play-market-leader-growing-above-50-percent The press release on the extended contract stated: Linkfire expands agreement with global tech company “The agreement includes a new integration with Linkfire and the globalContinue reading “Linkfire signs contract with Apple music”

The most interesting IPO this year from Sweden – Pareto intiated coverage on Linkfire

I have been very bullish on LInkfire. I think Linkfire is the most interesting IPO from Sweden this year. The whole investment case is summarized in the article below. There are several catalysts for the company in the next two months – see the article below. Linkfire: A Unique Play On Music Streaming Through MarketContinue reading “The most interesting IPO this year from Sweden – Pareto intiated coverage on Linkfire”