Fit Investment Ideas

When Kjetil Bøhn resigned as Quantafuel CEO, he announced that he wants to focus on his next ventures. The share price is 27 NOK, Fearnley price target is 90 NOK. Significant upside. This is one of Kjetil’s most valuable investments. I spoke to the CFO and she confirmed they talk to Kjetil. I spoke directlyContinue reading “Kjetil Bøhn (Ex CEO of Quantafuel) next venture”

Linkfire reported strong results yesterday. I had a call with the management, that covered issues that were not clear from the Q2 report. I only discuss the issues not covered by Pareto research, that I also enclose below. The call summary is below: M&A transaction could happen very soon During the IPO the management mentionedContinue reading “Minutes of the call with Linkfire management”

Pareto summary on the results: On the right track in its growth journey Net sales and gross profit Linkfire reported net sales of DKK 7.6m vs PAS at DKK 7.6m Net sales figure corresponds to total y/y growth of 42% (52% y/y on a constant currency basis) Main sales growth driver continues to be commission-based revenue, growingContinue reading “Linkfire Q2: strOng growth continues”

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”

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”

Cancer diagnostics is a strongly evolving field. Biovica’s novel cancer test can detect breast cancer progress cheaper and much faster than current methods. Biovica is the global leader in the field Biovica’s unprecedented 30 clinical trials in the prominent US and European hospitals minimize the risk of FDA failure. Biovica expects FDA approval and USContinue reading “Be on the right side of innovation”

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%”

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”

Introduction One of my favourite stocks is Africa Energy (ticker AEC, listed in Stockholm). The thesis there is simple – AEC has a 10% stake in one of the largest gas discoveries in the world (major investor and operator is Total). The deposit size is established, and Total is now finalizing the off-take agreement withContinue reading “Africa Energy – update from the management”