Aktiesnakken — Oktober 2021
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Quantafuel is the global leader in plastic recycling. BASF is the largest investor. The company lost 70% of its market capitalization in the last 6 months due to the delay in delivery of start of continues production. We believe the company has turned the corner. It has appointed a new CEO last week, and is due to install new equipment in November which should bring the company into continues production. If that happens the share price potential is 200% within a short term period.
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It should regain the share price levels where it was trading when the management announced production delay. This is expected in Nov/Dec. Risk reward is very appealing. We estimate 20% downside if there is further delay, and 200% upside if the production goals are achieved.
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Our Family Office Top Positions in Scandinavia
We summarize our largest conviction ideas, we currently have in play in Sweden and Norway. We present today our larger positions. We will bring our smaller positions in the next few days. Biovica Biovica is Sweden based company that developed breast cancer tests, that can early detect the severity of the cancer and indicate, whether…
Fit Investment Ideas (fitinvestmentideas.com)
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Jeg har ikke specielt meget respekt for FIT Investment. Der bliver skevet kommentar som om at de er total forelsket. Og jeg er slet ikke enig i upside på 200% på POC alene. Det tror jeg ikke trækker den højere end 40-50. Skal den højere op så skal der FID på Esbjerg
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Ingen af de 3 store shorter, har ændret noget i fredags https://ssr.finanstilsynet.no/
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Interessant..... Så var der en anden der akkumulerede knap
300k aktier -
Så ved jeg ikke hvem der var så tosset at presse så meget på med køb den anden dag. Klart overreaktion på den nyhed der kom
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Ja jeg klager nu heller ikke
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Skal vi slutte med skjult køber igen. ligger nu i 26,28
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Ha det var satme en skør luk. Ca 5 sek før luk går den ned i 26,20 hvor jeg også fiskede lidt, for så de sidste sek at ende i 26,84. Der blev live flashet 65k stk
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- mest handlede dag de sidste 3 mdr med et fald på 7%
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QF investorpræsentation fra sidste uge. https://vimeo.com/631939909
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Her bliver der igen sagt POC "omkring årsskifte". Så der går mindst 6 uger. Tid nok til at trade den
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Men betyder også der er risiko for det slipper ind i Q1. Og så tror jeg aktien søger ned mod de 20
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