Aktiesnakken — Oktober 2021
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Lige nu er der også ok volume. Mere end de sidste par dage. Men kan dø hen over dagen
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Jeg ligger også og fisker efter næste køb i det område. Men tænker egentligt stadig den vil søge videre ned
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Vi er tilbage i trenden. Hvor der indimllem bliver smidt25k+ ned gennem rækkerne
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Jeg ligger i 26,52 så kom nuuu
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Godt swing
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Jeg har fået købt ca 40% tilbage og fisker stadig mere længere nede
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Så blev næste køb trigget. snit 26,52. Stadig ret tydeligt hvordan den bliver dumpet ned i en række hug
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Hvis der var en af shorterne der lukkede noget i fredags, så kunne det godt ligne en der øger i dag
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Nå nu ligner det næste lidt det samme mønser som i fredags. Nu er der pludselig kommet skjult køber, plus der flashes 50k stk i 26,60
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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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