CLOSING Trades: STLA IM +28% & UBI FP -11%

STLA      B             +28%     CLOSING The combined UG/FCA entity has had a great performance since we got involved post completion – stock and sector trading at highs at the moment, we are taking the opportunity to book profits on this one. UBI         B             -11.4% CLOSING Pipeline has disappointed and risks remain around sexual harassment cases etc.

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Monaco Alpha Update

Below is a brief update on each of our names CCJ         B             +77%     HOLD Performed very well, we continue to like the name and see a lot of prospects for the sector. Uranium spot prices keeps raising as investors continue to believe uranium is part of the transition from fossil fuels and CCJ is a…

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Serban’s Crypto Picks: $THETA Update: PT reached

Booking profit at USD 8.7 Serban’s Crypto Picks: BUY $SNX and $THETA – Overall market looking much healthier Friday • 06 August 2021 • 08:44 Going into $SNX around $10.2-$10.5 for a potential 30% profit level at $13-$13.3. Stop Loss set at $8.7 Entering $THETA at $6.8, taking profit at $9 and setting a SL…

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BUY MBTN SW – Update – Solar powered numbers +11% ABS

*Results last week showed that the solar panels are sold out into 4Q and that earlier disclosed delays getting to full capacity is expected to be sorted by end September which we see as the next catalyst for the stock *Jefferies reiterates its buy with a price target of CHF 0.8 *We continue to hold…

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CLOSING Euronext, ABS +18%, valuation gap now narrowed

*Looking at the valuation the stock is now trading quite close to its fair value as the valuation gap has narrowed significantly since we put on the trade *We are still bullish on the sector as we continue to expect an inflationary environment and longer term we see Euronext as a structural winner to further…

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Serban’s Crypto Picks: Update: BUY $SNX – Profit level hit

Booking our 30% profit on $SNX as profit level hit – Nice trade Serban’s Crypto Picks: BUY $SNX and $THETA – Overall market looking much healthier Friday • 06 August 2021 • 08:44 Going into $SNX around $10.2-$10.5 for a potential 30% profit level at $13-$13.3. Stop Loss set at $8.7 Entering $THETA at $6.8,…

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CNE LN – Update, Reiterate BUY, -11% ABS – India seeking to scrap retrospective tax rule putting wheels back in motion for CNE’s case, we see a +200% upside

*Recent sell-off creates a great opportunity to add to the CNE position which has unjustly suffered from the recent sell-off in oil as the company has limited exposure to oil compared to the arbitration case *The finance ministry said today that they are proposing a bill that no tax demand shall be raised in future…

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