Golar LNG´s Rise as a Key Player in the Growing FLNG Market

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”

Linkfire – Most Innovative Company from Denmark Delivers its Best Q2

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”

Mintra H1 – 16% Organic Growth + Strong Acquisition to Double Revenues Growth in H2

Mintra delivered strong organic growth to post the highest revenue quarter. Mintra has very good acquisition track record – its past acquisitions played very well. The latest acquisition of Seably announced a month ago together with strong organic growth may cause revenues to almost double in H2 23vs22. Mintra also announced a capital raise ofContinue reading “Mintra H1 – 16% Organic Growth + Strong Acquisition to Double Revenues Growth in H2”

Biovica – One of the Most Interesting Scandi Pharma – Notes from the Call with Mgmt

Biovica is one of the most interesting companies in Scandinavian pharma sector. It has the first ever FDA approved biomarker test for breast cancer. According to Bloomberg (link in SA), Biomarker testing will change the way cancer is treated. Biovica should be one of the main beneficiaries. Pareto estimates Biovica sales to exceed USD100 millionContinue reading “Biovica – One of the Most Interesting Scandi Pharma – Notes from the Call with Mgmt”

Los Andes Copper – Strategic Partnership or Sale to Global Major in Motion

Chile accounts for a quarter of the world’s mined copper and has the most reserves. Los Andes Copper is located in Chile’s Central Copper Belt between three large copper mining operations by global majors. Last week Los Andes announced they are “considering options to finance development… including potential sale”. Historically such processes lead to significantContinue reading “Los Andes Copper – Strategic Partnership or Sale to Global Major in Motion”

Biovica’s Q4 Report: Progressing Towards Strong Sales and Financing

I asked Chat GPT to summarize Biovica Investment Thesis. The result is below: Introduction:Biovica, a leading diagnostic solutions company, recently released its Q4 2022/23 interim report, showcasing significant advancements in their US launch. The report highlights the company’s achievements, future sales projections, financing plans, and collaborations with healthcare providers and pharmaceutical companies. This blog postContinue reading “Biovica’s Q4 Report: Progressing Towards Strong Sales and Financing”

Vicore Raised 500 mil SEK with Specialist Investors – Stock up 15%

Vicore share issue was in big demand. Most investors got zero allocations. The stock was allocated mainly to major specialist pharma investors from the USD and Europe and selected existing investors. The issue was placed close to market price. Strong rubber stamp on the investment case. Vicore +15% today. We are bullish Vicore. Our familyContinue reading “Vicore Raised 500 mil SEK with Specialist Investors – Stock up 15%”