Fit Investment Ideas

Quantafuel yesterday announced a partnership with Eurazeo for Esbjerg plastic sorting facility. Eurazeo is a global investment company, with a portfolio of EUR 32bn AUM, focused on ESG. The most important aspect of the announcement is QFUEL demonstration it can sign up partnership with a strong financial backers. Global players are interested to partner withContinue reading “Quantafuel – What Brokers Say About the Esbjerg JV Announcement”

We have been long product tankers for some time. Russia is the major supplier of diesel to the EU. The rates are moving higher. Brokers see significant upside. Clarksons: The outlook for product tankers has not been better than since the spring of 2020. However, contrary to the temporary floating storage boom seen two yearsContinue reading “Hafnia – Broker Reports Summary, Price Targets up to 45-50NOK”

Pareto Securities just published a research on Quantafuel. New analyst, new price target, the bullish story remains. Another bullish report after ABG, that I wrote here about on Monday. We are bullish on Quantafuel and have been buyers in the last month. Do look at the yesterday note on Biovica Capital Markets Day. Biovica hasContinue reading “Pareto Securities on Quantafuel: BUY, TP NOK 19”

Biovica submitted its application to the FDA. The probability of the approval is very very high – FDA requested just one additional information that Biovica now submitted. I expect FDA approval by end of June. The share price could easily double on the approval. Yesterday Biovica presented its team that is working on the productContinue reading “ABG Summary from Biovica yesterday´s Capital Markets Day”

Post the Q1 report ABG Sundal Collier published a research update. We summarized the Q1 report in the previous post on this blog. See the summary of the ABG research below: Some progress, some setbacks, in Q1 Q1 demonstrated the complexity in the case Strong fundamentals remain in place If it delivers, the value isContinue reading “Quantafuel – ABG Sundal Research Summary”

Quantafuel delivered its Q1. The most important news are high run times of the Skive plant and reiterated the guidance to be CF positive in H2 for both Skive and Kristianslund. The management was very optimistic about the progress. The analysts focused on lowered production guidance for the year which overshadowed the other positive news.Continue reading “Quantafuel Q1: “We have never been even close to the progress we are experiencing today” – Selected quotes from the Q1 Webcast”

There is a major discrepancy between the market sentiment on Quantafuel and the positive signals on progress from the management. We believe Q1 report this Friday could be the turning point for the company fortunes. Market sentiment on Quantafuel is the most negative since its IPO. No progress Q1 report should surprise no one. MajorContinue reading “Quantafuel – Sentiment so Negative – Q1 Can Only Surprise to the Upside”

Hafnia and Pryme sold off due to secondary placements. Both are down and both present a buying opportunity. Hafnia down by 8% today on Secondary Placement Hafnia one of the most bullish stocks in Norway did secondary placement, that drove its share price down by 8%. Hafnia is the one of the companies that willContinue reading “Scandinavian Opportunities Today”

Below is a summary of Pareto´s new research on Linkfire from last week: “Linkfire is currently down ~67% since its IPO, and is down around 47% YTD. Valuations for Linkfire’s peers have also traded down significantly, but we believe Linkfire is undervalued at current levels” Pareto estimates the revenue growth to accelerate from 36% inContinue reading “Pareto on Linkfire: Amazon Music deal gives us confidence in 2022 guidance”

We have been bullish on Biovica. The idea got delyed by the FDA congestion with Covid applications. Last week Biovica announced submission of the updated FDA Application. Biovica also announced investor day for 17 May, where details will be provided. Both should be positive news. Redeye Research Summary: Biovica FDA Submission: Goal in Sight BiovicaContinue reading “Redeye Research: Biovica FDA Submission: Goal in Sight”