Fit Investment Ideas

Fascinating interview with Stanley Druckenmiller for Bloomberg – he talks on AI – it may be as transformative as internet was. Stanley is concerned about US debt and bearish on China. He talks about his recession concerns. Must watch for any investor. ONly 30 minutes or so. Disclosure:  The goal of the blog is toContinue reading “Stanley Druckenmiller interview”

We had a call with Africa Energy yesterday. Below are the notes from the call. I think the most important take out for us was that the Production Rights Licence should be issued by South African government by 1Q24. By that time the off-take agreement should be in place. Two major catalysts in the nextContinue reading “Call with Africa Energy”

Vicore is trading at 1/7 of its peer Pliant, that shows much worse results than Vicore. On Sunday Vicore published their latest IPF readouts in the most important IPF conference in Washington DC. The data reaffirmed “unprecedented regenerative profile of Vicore´s drug in IPF” On Sunday Vicore Pharma has announced additional data from the AIRContinue reading “Vicore – First Drug that Cures IPF – Trading at 1/7 of US listed but worse Pliant”

Summary of the Scandinavian opportunities we saw in the market last week. Short Rec Silicon – Capital Raise this week? All analysts indicate that Rec Silicon needs to raise capital. Usually, companies do investor roadshows before they raise capital. Rec Silicon did their roadshow from 11/5 till 15/5. Last week was a short holiday weekContinue reading “Scandinavian Opportunities for This Week”

Seeking Alpha published the below article 5 days ago. Since than Pliant is down 27%. According to Pareto analyst Dan Akschuti: Vicore seems to be the game-changing drug for IPF. It is the first IPF drug that turns a deadly disease into a survivable one. VIcore has much stronger results than Pliant does. Despite thatContinue reading “SeekingAlpha Article: Sell Pliant, Buy Vicore. Pliant -27% in 5 days. VICORE UP NEXT”

IN February, 2023 EU imposed sanction on Russian oil products (diesel, etc). That meant that EU will have import diesel from 3-7 times longer distances than when supplied by Russia. It means the product tanker rates will go up and therefore Product tanker equities should benefit. This is happening with some time lag – theContinue reading “Pareto on Product Tankers – 20%+ divyields and 50% upside in HAFNI”

We try to publish interesting ideas worth to look at and analyze further. Norsk Titanium (Oslo listed: NTI) is a US based and Norway listed company which has developed a proprietary disruptive technology which can produce titanium-parts for about 55-70% lower cost than incumbents. The first plant is built in the US and is nowContinue reading “Norsk Titanium – Completion of Airbus Certification in 2Q23 Could Multiply its share price”

ON Sunday, Spare bank published the following note on Africa Energy: Africa Energy – Total’s 11B/12B negotiations with slow progress, market discount a delay Total, the operator of block 11B/12B in South Africa where Africa Energy holds a 10% stake, has over the past quarters negotiated with electricity producers Eskom (fully owned by the SouthContinue reading “SpareBank on Africa Energy: Total is considering exporting gas from 11B/12B”

SeekingAlpha, the world largest investment ideas site published the below article on Biovica. With author agreement we publish below. Original article link: http://www.seekingalpha.com/article/4584325-biovica-fda-approved-breast-cancer-test-can-detect-tumor-progression-60-days-earlier-than-imaging Summary Introduction to Biovica International Biovica International (STO:BIOVIC.B) is a biotech company with a laboratory, production facility, head office in Uppsala, Sweden and a laboratory in San Diego, US. Biovica has the first FDAContinue reading “Biovica: FDA Approved Breast Cancer Test Can Detect Tumor Progression 60 Days Earlier Than Imaging”

I summarize trade ideas for Today. Russia War Trades – Palladium Trade FT reported today: Citigroup has warned clients about the risks of Russia weaponizing its exports of materials such as aluminium, palladium and nuclear fuels, potentially leading to price rises for these critical commodities…. Russia produces about a quarter of the world’s palladium, whichContinue reading “Trade Ideas for Today”