Mens vi holder vejret i Olieindustrien

Mens vi holder vejret i Olieindustrien

Igår kom 2 af vores investeringer i den amerikanske olieindustri med regnskab og det var i sandhed en lidt surrealistisk forestilling sådan halvvejs mellem nutid og fremtid.  For mens fremtiden ser alt andet end lys ud med den nuværende oliepris, så ser nutiden meget stærk ud for begge selskaber. Driften har aldrig været bedre, omkostningerne per tønde olie rekordlave og …

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Alstom annoncerer tilbagekøb på 35€

Alstom annoncerer tilbagekøb på 35€

Ganske som ventet bliver det med en pæn præmie at Alstom ønsker at købe 91,5 millioner aktier for, nemlig 35€. Nedenfor følger dagens meddelelse i sin helhed.   Following the completion of the transaction with General Electric regarding Alstom’s Energy activities, the Group proposes to return a part of the proceeds to its shareholders. In its session of 4 November …

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DHT Q3 2015

DHT Q3 2015

As expected DHT Holding delivered a great quarter and announced dividend for the 23rd consecutive quarter. EBITDA for the quarter of $54.8 million. Net income for the quarter of $27.5 million ($0.30 per basic share). The Company's VLCCs operating in the spot market achieved time charter equivalent earnings of $59,600 per day in the third quarter of 2015. As part …

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The gateway to small- and midcap stocks in Scandinavia. Steen has more than 15 years hands-on expericence in analysing and investing in stocks. He is a weekly contributor and analyst in “Aktieugebrevet”, one of the leading sources of independent analysis in Denmark.

Peter Hildebrandt, also known as “Akademikeren”, has been investing for more than 17 years. Mainly invests in Undervalued technology and biotech stocks and is currently rotating towards dividend stocks in energy and shipping.

I’m a ten year veteran of biotechnology, and currently pursuing my MBA from UCLA.  I use my knowledge of the industry and business to make my investing decisions.  I look for small to mid-cap biotech companies with innovative research and buy into their company during clinical trials.

Andreas is providing stock tips with deep fundamental research behind each stock he recommends. He is privately a portfolio manager at his own Investment company where he Invest in stocks, options, CFD’s etc. with a balanced long/short approach.

Jacob’s approach is to search for that which is undervalued and where the discount to the intrinsic value provides a large margin of safety. He believes sectors that are either out of favor or in distress typically offer the best opportunities.