Latest reports

Taking profit: Eolus Vind – waiting for Godot

 On the surface, with Eolus` Q4 inline with my modelled avg EBIT of approx SEK 70m/qtr here https://www.harpooncapital.no/eolus-vind.php, and net cash coming in somewhat higher at SEK 800m, the company is largely performing as anticipated.

Vistin – Tankers turning at yards

I know, Vistin is a micro cap flying below everybody’s radar screen. Still, the 2nd derivative consequences of the red-hot tanker market may warrant a look after all. 

Investment travels and visits




Ståle Rodahl

Investor

Investment style

While my current longest held position is now in its 12th year, I define myself as a «position trader», actively seeking capital gain within a timeframe of 2-3 years.  In my 30 years in the financial markets, I have found that I need to look this far out to find truly exciting pricing anomalies, while still having enough visibility to make at least a decent attempt at forecasting an industry or a company`s development.

POSITION LIST

LONG

FLNG NO

STERV FH

DHT US

STNG US

GLD US

VISTIN NO

EURN BB


SBX NO excluded when appointed to the BOD

SHORT

ASSAB SS

SPX

ICA SS

Contact information

 +47 4840 0593
staale@harpooncapital.no

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Staale Rodahl

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