Norwegian Market Community

Catalysts Industry Tailwinds: Continued global demand for wastewater treatment driven by urbanisation, water scarcity, and stricter environmental regulations. A rising focus on circular economies that value resource recovery from organic waste.

Catalysts Scalability and Space Efficiency: AutoStore’s cube-based, modular system delivers up to 60% more storage per square foot, enabling rapid expansion and optimal use of limited warehouse space, a critical advantage in booming e-commerce and urban environments. Favorable Industry Tailwinds: The convergence of surging e-commerce, persistent supply chain pressures, and the demand for leaner, more efficient operations creates a robust growth environment, supporting the projected 14% CAGR over the next 5–10 years.

Everything that could have gone wrong, went wrong. The assets are now owned by the bank and creditors Poorly managed company with very slow decission making , unable to react that have wasted a Great future.

In the most optimistic scenario, TGS capitalizes on its merger with PGS, leveraging the cost synergies of over $50 million annually​. This creates a significant financial buffer, allowing the company to focus on strategic growth while optimizing operational efficiencies.

BW Energy is one of the most undervalued stock i have found in the oil industry listed in Norway. The company have one large shareholder, BW Group, which owns about 75% of BWE.

Key Takeaways Strong market position and portfolio of leading brands continue to drive revenue growth. New strategic initiative and operating model, emphasizing organic growth within the company portfolio, along with value creation, optimization and streamlining of the portfolio, are expected to sustain future growth and enhance profitability.

Key Takeaways Magnora ASA, a company listed on the Oslo Stock Exchange, has been actively transitioning its legacy royalty business towards renewable energy development projects and companies. Their diverse portfolio includes investments in entities such as Helios Nordic Energy AB, Kustvind AB, and Magnora Offshore Wind AS, reflecting a strategic pivot to sustainable energy solutions.

ELKEM is a stock I`ve owned before, in fact it is one of the first companies I bought shares in when I began "investing" (speculating) in 2018. Back then I sold almost at the bottom in 2020, at a bargain basement price of around 12NOK per share, a classic mistake.

Key Takeaways Strategic partnerships and technological advancements could significantly enhance market position and revenue growth through improved product efficiency and expanded market access. Future European market entry and expected operational cost reductions aim to boost Lifecare's financial stability and allow growth-focused investment.