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…
*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…
*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…
*Earnings set for Thursday 19th August *The company announced last week that its ramp-up of PV module production delayed by few weeks which has caused some weakness the last days along with the market sell-off – we believe this is only a minor set back *We see a 100-200% Upside from here Catalysts on our list:…
*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…
Upside remains +30% in the short/medium term, our peer valuation comes in around 2000p We continue to see SSE as a heavily discounted renewables pick which are rare to come by these days We see this speculation as a great opportunity to add or start a position as now there could be a firm catalyst…
Good and short article from Stock Heads investing website out of Australia. The party is set to continue —vanadium supply is likely to remain constrained until 2024, Roskill’s steel alloys principal consultant Erik Sardain told Stockhead. Link to article: https://bit.ly/3ryhuWL Ferro-Alloy Resources is our preferred name in the sector. “FAR” is an emerging Vanadium producer…
The narrative now is all about a growth slowdown due to tough comps, FED being slightly hawkish and more press noise on new variants. I think things accelerate again in Q4 once vaccines all out there and we’re comping vs last year’s lockdowns. Europe & US is all open although Asia is shutting down again…
*TED’s transformation plan has now reached such a stage that we are feeling confident that the value will be unlocked in the near future *The name has been punished through Covid while the company has used the time to progress in its brand refresh/transformation on its core priority markets and working towards its ESG targets…
We are adjusting our target price due to the 1 for 20 share consolidation on Friday – our adjusted price target (inline with our previous price target) is 800p which leaves a +100% upside while our comp valuation comes in around 1000p which leaves a +150% upside – our Blue Sky valuation comes in at…