QFUEL presented Q2 this morning. The presentation focused on the project pipeline, that has moved significantly. The highlites were signing up Dubai plant with BASF as investor, progress in Sunderland and Esbjerg plants and new licensing agreement with Sapiem. Skive modification in Q3 will mean that Skive will be running on self produced gas onContinue reading “Quantafuel – Excellent Presentation. Do watch”
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 on Calliditas – Quarterly Revenue Growth of 246%
CALTX launched its product only on January 28, 2022. The company is recording strong revenue growth of 246% – from 1.9 mil USD in Q2 to 6.6 mil USD in Q2. Pareto estimates peak annual sales around 300 mil USD in a few years. The share price is around 84 NOK, both Pareto and CarnegieContinue reading “Pareto on Calliditas – Quarterly Revenue Growth of 246%”
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”
Biovica Invites to Market Update After its FDA Approval
We have been very bullish on Biovica. I wrote here several times about the opportunity, I published articles on SumZero and SeekingAlpha. We viewed the likelihood of the FDA approval for its Breast Cancer Test as over 90%. Market gave it much lower probability, the not patient retail sold the stock. Biovica got their FDAContinue reading “Biovica Invites to Market Update After its FDA Approval”
Arctic Securities Bullish Reports on Africa Oil and Africa Energy
Arctic on African Energy: “From waiting game to action time” Africa Energy and Africa Oil have a lot of catalysts in 2H22. The consensus is very bullish. Today Arctic joined the bullish analysts crowd on both stocks. Summary below. Africa Energy is our largest position in the sector, Africa Oil is the second largest. AfricaContinue reading “Arctic Securities Bullish Reports on Africa Oil and Africa Energy”
Sparebank Upgrades Mintra on Takeover Speculations
SpareBank published a new note on Mintra today, summarising their target price uplift. They argue that the two largest shareholders may buyout Mintra and take it private. The summary of the note is below. I never wrote here about Ocean GeoLoop, a novel carbon capture company. Our family office has a smaller position there. TheContinue reading “Sparebank Upgrades Mintra on Takeover Speculations”
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”