Fit Investment Ideas

We are long Sedana Medical a pioneer medtech and pharmaceutical company dedicated to making inhaled sedation a standard therapy in ICU (Intensive Care Unit). The company was the beneficiary in Covid, and a victim of post Covid sell off. We bought in believe that post Covid sell off was excessive. It is a smaller positionContinue reading “Redeye Research on Sedana – a Novel ICU Sedation Company”

Every month Pareto Securities publishes their portfolio ideas for Norway and Sweden. They select ten stocks for each market. Below is our selection from that portfolio. Their Norwegian portfolio ideas outperformed the benchmark by 30%, Swedish portfolio by about 1%. I selected below the ideas we like most from the 20 stocks. We also publishedContinue reading “Pareto Securities Monthly Portfolio Ideas for August”

This morning, Quantafuel announced that they have signed a FEED agreement with DUBAL Holding and BASF for chemical recycling of waste plastics in Dubai. The project, consisting  of an 80,000 tons per year facility, moves into the FEED stage after a six-month feasibility study, with a potential FID date targeted for early next year. PositiveContinue reading “Quantafuel Dubai Announcement – Broker Comments”

We enclose our top ideas for Q3. I wrote her before about many of those and include links to the investment rationale. Biovica – FDA approved first biomarker test in cancer area On Monday Biovica reported FDA approval for its unique breast cancer test. The stock went up only by 30%. The current market capContinue reading “Our Top Ideas for Q3”

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. Over the weekend BiovicaContinue reading “Broker Comments on Biovica Received FDA Approval for First Ever Biomarker in its Field”

We have been very bullish on Cool since the war started, I wrote here several times about the company. Thesis is simple. Europe is braking relience on Russian gas and will need to get gas from more remote places. By LNG tankers. Cool company should be one of the beneficients. Spot rates are booming, CoolContinue reading “ABG Sundal Collier on Cool Company: Best Exposure to Appreciating LNG Spot Rates”

SeekingAlpha.com and SumZero.com published yesterday my article on Mintra. As both sites are accessible only to paying clients, I provide below full version of the article. Mintra – going up even in current turmoil, reporting best quarters in Mintra´s history, strong cash generation, high cash balance, no debt, AND still the cheapest among Nordic peers.Continue reading “Mintra: Smart Play On Shipping And Energy Exploration Boom”

We have been very bullish on Pyrum Innovations, the most advanced company involved in chemical recycling of tires. Today Pyrum made two announcements: Announcing a recycling cooperation with Schwalbe Pyrum has announced a cooperation with the Ralf Bohle GmbH, who considers itself to be the European market leader for bicycle tires with its iconic brandContinue reading “Pyrum – global leader in chemical recycling of tires announces construction of its third plant”

AEC is our top conviction plays in Energy. Pareto Securities is fully on board. Below is a summary of their latest research. The stock should double in next months. Pareto research Summary: Stars aligning & Significant news flow ahead  Africa Energy is down yoy (vs peers up >50%) despite commodity prices advancing, which we believe is caused by lack of news flow.Continue reading “Pareto: Africa Energy – Stars aligning & Significant news flow ahead”

New Research on Pyrum Published Today SMC Research, a specialist for the analysis of German small- and mid-caps, has rated the Pyrum Innovations AG share for the first time. In the conclusion of the research report published today, the analyst sees “a fair value of EUR 88.00 per share and thus significant upside potential” despiteContinue reading “Pyrum Innovations – the Global Leader in Chemical Recycling of Tires”