Må se litt på den , lese meg opp litt, men mulig eg tar en bit i januar.
Det eg ikke venter med, men startet på i dag på 52,5 er HEX, men håper den ligger her første uken i januar og, eg føler for litt flere aksjer.
Dropper hex - den er gått 5% og eg vil prøve noe litt mer risky, muligens på akkurat rett tidspunkt i dag.
Tatt inn ALNG på 1,7 i snitt.
LNG: The LNG freight market has picked up where it ended 2020 - at very strong levels. Vessel availability is very tight across the board in all basins and we are seeing scarce freight availability through February/March for Atlantic/USG cargo loadings. Overall our spot rate assessments are held flat, but at very strong levels with TFDEs quoted at USD 155k/d and USD 175k/d for MEGI/XDFs.
That said, most fixtures now include 3-way economics with major repositioning cost which effectively is pushing up owners TCEs. For now, it seems there is limited fight from majors and the large LNG traders as they are still enjoying fantastic margins with JKM trading at the highest levels since 2014.
1 Like
Ser HEX ikke følger HPUR på oppsiden har derfor valgt å satse direkte i HPUR, den har også en langt lavere freefloat siden HEX sitter på ca 75 % av aksjene
Ja, mye bedre uttelling zappa, tabbe å legge inne hex isteden. Men vi lærer 
“beklager, longtrader ønsker ikke å ta i mot personlige meldinger” 
Merkelig, har krysset av i boksen nå
små endringer
kaster nano rundt 15
tar inn soft rundt 68
følger med alng 1,9+ for rullerende gevinst
1 Like
Kaster Alng over 2kr, kjøper mer ulti under 79.
1 Like
Tar inn igjen :
ALNG : fra 2,35
X-Brane : fra 84
Orphazyme: fra 84
Foreløpig bare lytteposter, men får øke på sikt.
Xbrane Biopharma
Backed by strong cost-saving incentives combined with accelerating market uptake and acceptance for biosimilars in the US, we argue Xbrane is well-positioned with its primary candidate Xlucane. Historical data indicates a roughly 95 percent success rate for Xlucane in its phase III-study, which presents interim data in the middle of 2021. If approved, Xbrane will, together with its partners STADA and Bausch + Lomb, be ready to launch Xlucane at the patent expiry of Lucentis in the EU during the middle of next year.
Xbrane offers a possible long-term value case, as it has relations established with strong partners and further biosimilars approaching clinical studies. Its next biosimilar expected to initiate clinical studies during the first half of 2022 is Xcimzane, a biosimilar to the TNFa-drug Cimzia, which currently has no biosimilars in clinical studies. We argue it could approach our Base Case of SEK 101 while advancing towards interim data; our Bull case amounts to SEK 157.
Catalysts for Xbrane Bipharma include:
- Mid 2021 – Interim data
- Q3 2021 – FDA and EMA filing
- H1 2022 – Clinical studies – Xcimzane
Orphazyme
We chose to include Orphazyme, a pure orphan play, in our 2021 top picks for the following reasons:
- The current valuation represents a significant EV discount to other late-stage, Scandinavian orphan companies
- It is well-funded (est. > DKK 700 mn at 2020 yearend), which could be strengthened by another USD 100 million in non-dilutive cash. This follows if arimoclomol gets approved in NPC by the FDA this year. Orphazyme could then be entitled a Pediatric Review Voucher (PRV), which can be sold to a third party for about USD 100 million
- Orphazyme has a news flow in the first half of 2021 that other biotech companies could dream of. It includes:
- Two phase 3 readouts (in ALS and sIBM)
- Potential approval in NPC, the furthest advanced indication, in both the US and the EU
- Potential advancement into a pivotal stage in a fourth rare indication; Gaucher disease
2 Likes
Tar inn mer alng på 2,18 - fyller mer lavere.
2 Likes