Udsigt til et stærkt Q1 i Crude Tankers

I næste uge kommer to af vores portefølje selskaber indenfor Crude Tankers, EuroNav og DHT, henholdsvis 27. og 26. april. DHT har opdateret deres investorpræsentation 4. april, så den er helt aktuel. Og kigger man på side 16 i præsentationen kan man se at de allerede nu løfter sløret for at Q1 indtjeningen er i paritet og sandsynligvis bedre end Q1 …

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Skandalen i SunEdison

Skandalen i SunEdison

Verdens største sol developer, Amerikanske SunEdison, er ved at udfolde en spektakulær konkurs uden på noget tidspunkt at have informeret sine aktionærer om problemerne. Igår offentliggjorde selskabet så (indirekte) at man siden slutningen af marts har været i forhandlinger med sine kreditorer og man fremlagde i den forbindelse også de cirkulerede lånedokumenter. Det må få SunEdisons aktionærer til at måbe, da de …

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Tanker update April 2016

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.