Our Top Ideas for Q3

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”

Broker Comments on Biovica Received FDA Approval for First Ever Biomarker in its Field

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”

Mintra: Smart Play On Shipping And Energy Exploration Boom

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”

Pyrum – global leader in chemical recycling of tires announces construction of its third plant

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”

Pareto: Africa Energy – Stars aligning & Significant news flow ahead

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”

Pyrum Innovations – the Global Leader in Chemical Recycling of Tires

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”