In current markets, securing funding for breaking-even companies is not easy. Companies are pressed to issue equity at draconian terms. Linkfire just announced it secured EURO 5 million in debt funding from Mr Kuok Meng Ru, founder of BandLab, who is also LInkfire’s 4th largest shareholder. A very great achievement in current markets is aContinue reading “Linkfire Secures Debt Financing From BandLab Founder”
Vicore – New US-Based CEO Starts Onboarding US Investors
If Vicore were a US-listed company, its valuation would be multiple times higher. The best proof is Pliant, a company in a similar state of development with much worse drug results. Vicore hired a new Boston-based CEO whose claim is to connect Vicore to a US investor base. The new Vicore CEO is now startingContinue reading “Vicore – New US-Based CEO Starts Onboarding US Investors”
Africa Oil: Invest In The 8th Largest Discovery Of The 21st Century
Summary Africa Oil owns a 6% stake in the Venus discovery, the 8th largest discovery made in the 21st century. TotalEnergies is the largest investor and operator of Venus. Total calls Venus “Golden Block”. Total is spending 50% of its global exploration budget on Venus. Retail investors speculated on Venus’s size disclosure during Total’s CapitalContinue reading “Africa Oil: Invest In The 8th Largest Discovery Of The 21st Century”
Energy Recovery: Most Important Takeaways From The Q3 Call
Summary Energy Recovery (ERII) dominates the global industrial desalination industry, having a 90% global market share. ERII is now trying to copy its technology into a new global segment – industrial air-conditioning and refrigeration. Due to Kigali protocol, all greenhouse gas industrial air-conditioning and refrigeration systems need to be replaced with CO2 systems. EnergyContinue reading “Energy Recovery: Most Important Takeaways From The Q3 Call”
Carnegie on Calliditas – US and China Approvals due in Q4.
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.”
Fearnley and Arctic bullish on Havila Kystruten
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: HKY offers exposure to the high growth tourism segment in Norway, with strongContinue reading “Fearnley and Arctic bullish on Havila Kystruten”
Pareto Energy Conference – The Most Interesting Presentations
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 Golar LNG designs, convert, owns, and operates marine infrastructure that turns natural gas into LNG. Golar is the global leader in itsContinue reading “Pareto Energy Conference – The Most Interesting Presentations”
Biovica Reaches Signifciant Milestone – First Hospital Chain Signed
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: Vicore Pharma is Leading the Race in IPF Cure
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 Pliant Therapeutics might face a termination of its IPF program. Vicore Pharma may be theContinue reading “SeekingAlpha: Vicore Pharma is Leading the Race in IPF Cure”
Biovica: The Most Disruptive Company Among Scandi Pharma
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”
