$NSIS-B.CO (Novonesis B) the small sister of $NOVO-B.CO (Novo Nordisk B A/S) is my surprise portfolio staple: up by nearly 30 percent after the merger with Chr Hansen. Think of it as the biotech without human clinical application part of Novo Nordisk: novonesis is involved in the animal feed and nutrient production. Wherever microbes and proteins/enzymes are in play, novonesis has a big role. It is a growing market and the company is visionary - and after there merger one of the largest companies around. Since they support the circular economy, it also fits well in my renewable portfolio.
A great earnings report yesterday helped the stock to be not too far away from their past peak(s) and it could reach 500 DKK soon... Show More
