Fit Investment Ideas

TotalEnergies provided details of the “massive scale” South Africa discoveries. The details come from Total´s filing to the South Africa authorities. It concerns block 11B/12B that is 10% owned by the Africa Energy. Until now we had only speculation of the deposit size. Now we have a formal confirmation from the block operator. Very positiveContinue reading “Clarksons on Africa Energy: “TotalEnergies reveals massive scale of its South African gas discoveries” (Block 11B/12B)”

Sedana share price benefited from the Covid era. Investors sold off the stock heavily after Covid end not realising, that the Covid did help the company to increase its sales reach – Covid helped Sedana to establish itself at the market and gain new clients. Strong Q4 revenues evidence the trend. Share price and MarketContinue reading “Sedana – Beating Growth by 27%, Excellent Gross Margin”

Pareto research summary: First revenues from USD >50m Mitsubishi order bookedHydrogenPro reported NOK 25m in Q4 revenues, of which ~14m from the ACES project (Mitsubishi) in the US. Its organization continues to grow which cause the higher cost base. The company completed tests of its electrolysers (world’s largest) which proved the readiness for large scaleContinue reading “HydrogenPro – 1000% Revenue Growth in 2023 while trading at 2x EV/Sales23”

Last year Biovica was last year one of the “biggest looser” positions. We believe Biovica has the potential to become one of the biggest winners. Pareto in its research stated: … By no fault of its own, the flood of COVID-19 diagnostics has stalled Biovica’s submission for over 1.5 years, causing a continuous decline inContinue reading “Pareto on Biovica: The Long Wait is Over. DiviTum Launching”

I wrote here on our new long Hafnia position this week. I enclose Pareto comment on Hafnia from this morning. I enclose a thesis on Rec Silicon Short. We sold shares short yesterday. Pareto comment on Hafnia: HAFNI NO – HAFNI: Another day of significant increases in Asian MR-rates, up 10-15% and have now doubledContinue reading “Hafnia Long, Rec Silicon Short”

Last year the two top trades were Product and LNG tankers. Both trades doubled invested capital. Last week Oaktree sold half of their position in Hafnia that depressed Hafnia share price by 10%. Our family office bought in the SPO and bought in the market on that day so we are fully positioned in HafniaContinue reading “Why We Bought Hafnia”

Calliditas is a commercial stage biopharmaceutical company based in Sweden. Its first product Tarpeyeo has been selling in the US and its sales are doubling every quarter. European sales should start in 2023 with EU partner Stada “becoming the first and only approved medication for IgA nephropathy in EU for patients with primary IgA with rapidContinue reading “Redeye on Calliditas: 200% upside within 12-24 months”

Linkfire is down 90% since its IPO despite growing strongly, strong improvements in financial performance, cash breakeven to be reached in 1Q23, and new contracts with strong partners. The only mistake they made – they raised capital in a worst time. We believe Linkfire reached a bottom and should be one of the most promisingContinue reading “Pareto on Linkfire – Valuation Remains Too Low”

Africa Energy is a 10% owner of the block 11B/12B, on of the largest gas condensate discoveries globally in the last few years. The block is majority owned and operated by Total. Total is now working on commercialisation of the plot. We had a call with Africa Energy yesterday. Below are minutes of the call.Continue reading “Africa Energy – Minutes of the Call with the Company”

Finansavisen yesterday reported about a letter sent to the Mintra CEO Kevin Short by a shareholder asking for a buyback. Both the letter and the link to the article is below: Dear Kevin, We have been your loyal shareholder since the Mintra IPO and have bought additional shares in the market. We are writing toContinue reading “Finansavisen: Activist letter to Mintra asking for buyback”