Fit Investment Ideas

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 In cancer treatment – the speed of cancer monitoring drives survival. Biovica breast cancer test can quickly detect if the selected medication is working or not. Biovica biomarker breast cancer testContinue reading “Biovica: FDA Approved Breast Cancer Test Can Detect Tumor Progression 60 Days Earlier Than Imaging”

I summarize trade ideas for Today. FT Reported “Risk growing of Russia weaponizing its metal exports” – some ideas how to trade this Mintra – extraordinary cash distribution of 32% of its market cap signals takeover may by coming. Takeover premiums in Scandinavia ranged 50%-120% Linkfire up 250% in last 10 days, but still 80%Continue reading “Trade Ideas for Today”

Linkfire delivered the best quarter in its history, beating previous best quarter 3Q22. Revenues grew by 72%. The growth was driven also by the new partnerships with Apple Music and Amazon Music Gross margin of 79% – the highest ever The CEO of Band Lab became 4th largest shareholder in Linkfire. Band Lab is theContinue reading “Linkfire – Best Quarter Ever, CEO of BandLab Became 4the Largest Investor”

NorAm Drilling, US based onshore rig company, reported its numbers. Fearnley main points: Rig fleet utilization came in strong at 99.3% Cash position ahead of estimates, implying higher dividend potential Company trades at an annualized dividend yield of 21%. Dividends paid monthly NorAm reported its 4q22 results after close yesterday. Q4 Revenues were in-line withContinue reading “NorAm Drilling – No Debt, 21% Div. Yield, Monthly Dividends”

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 Medical is a pioneer medtech and pharmaceutical company dedicated to making inhaled sedation a standard therapy in intensive care. Sedana is down 70% in last 12 months as investors sold the stock in anticipation that the end of Covid would harm Sedana´s revenues The concerns that caused the share price sell off were exaggeratedContinue reading “Sedana – Beating Growth by 27%, Excellent Gross Margin”

HydrogenPro is Pareto´s top hydrogen exposure idea HydrogenPro booking its first revenues from the USD >50m Mitsubishi order. 1000% revenue growth in 2023 – Pareto estimates 2023 revenues at 64 mln USD vs last year 6 mil USD. In H2’23 FID is expected regarding the DG Fuels project and expansion announcements as further triggers. HydrogenProContinue 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”