DHT sejler overraskende stærkeste kvartal hjem

DHT sejler overraskende stærkeste kvartal hjem

Et af vores helt store plays i porteføljen - udover biotek - er Tank. Og nærmere bestemt de VLCC tunge aktører. Det gælder både EuroNav og DHT. DHT kom med regnskab efter luk i går og det var overraskende stærkt. Vi har tidligere sagt at der var indikationer på at man havde sejlet spotrater hjem omkring de niveauer fra de …

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Stiger 22% - billigere end nogensinde

Vores nye biotech pick var endog meget hurtigt til at indgå partnerskab og det er sandsynligvis forhandlinger, der har været igang længe. BTD fra FDA var blot det sidste skub. Fredagens volume ser meget mistænkelig ud med over en million aktier omsat om dagen, hvilket er næsten 5 gange den normale omsætning. Der var måske flere som havde set det …

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MEI Pharma indgår samarbejde med Helsinn

Helsinn Group and MEI Pharma Enter Strategic Agreement for the Development and Commercialization of Pracinostat for the Treatment of Acute Myeloid Leukemia and Other Hematologic Diseases MEI Pharma to receive $20 million in near-term cash payments, plus up to $444 million in potential milestone payments as well as royalties on future sales Agreement enables Helsinn to expand into oncology therapeutics …

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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.