Norwegian Market Community
Our community narratives are driven by numbers and valuation.
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Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
The academically fascinating Tesla
Norwegian Air Shuttle's revenue will grow by 73.56% and profitability will soar
I have held the stock of this company for 5 years My target is 200 NOK. $NAS.OL (Norwegian Air Shuttle Q2 figures: Profitability soars, inaugural dividend declared Norwegian announced its first dividend since restructuring, with NOK 0.90 per share (approval 10July2025, ex-dividend date 12August 2025, payment date 20August 2025 ) The airline reported a profit before tax of NOK 1,055 million, a significant improvement from the NOK -611 million EBIT reported in Q1.Read more
Market stabilized and silicone business transaction upside
It appears that the transaction/sale of the silicone business is proceeding according to plan. If the transaction price had fallen outside the book value range used in the sensitivity analysis disclosed in the company’s annual report, the company has stated that it would have been required to inform the market.Read more
In my view, the share still looks attractive. The upside is not dramatic, but neither is the downside at current levels.
In my view, the share still looks attractive. The upside is not dramatic, but neither is the downside at current levels (price currently NOK 16.38).Read more
Vår Energi will deliver explosive growth with 20% production rise by 2025
Explosive Production Ramp: 2025's nine startups deliver 20%+ growth to 430 kboepd, unlocking USD 2B+ FCF by 2026 – far outpacing flat peers like Equinor. Juicy Dividend Engine: 15% yield (USD 1.2B payout) funded by 70% FCF coverage; policy targets 40-60% payout, with hikes signaled for 2026.Read more
Projecting a Cautious Yet Hopeful Future for Stolt-Nielsen Shares
Ökad flott-tillväxt, svagare efterfrågan På grund av ökade investeringar i ny energi och en svagare ekonomisk tillväxt förväntar vi oss att Kina kommer att minska den sjöburna importen av råolja under 2025-27 och att handeln med råolja kommer att växa med 1 procent per år. Under 2025 matchar denna tillväxt flottans tillväxt, men under 2026-27 kommer överkapacitet sannolikt att byggas upp.Read more
Orkla's Potential for 13% Upside Amid Strategic Transformation
Vad är den ytterligare uppsidan i värderingen med en omstöpningsplan? Orkla befinner sig mitt i ett stort strategiskt skifte - att bryta upp sin konglomeratstruktur och fokusera på kärntillgångarna.Read more
The cash flow machine
For a firm like Bouvet, the valuation isn't about high-risk moonshots; it's about the reliability of the cash flow machine 1. The Narrative: The "Local Trusted Partner" Bouvet’s narrative is built on three pillars: Regional Dominance: Unlike offshore giants (like Infosys) or massive global firms (like Accenture), Bouvet sells proximity.Read more
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.Read more
Golden Ocean Group will increase exposure to dry bulk with CMB.TECH merger
Avtal om samgående med CMB.TECH Efter stängningen i New York igår meddelade det belgiska shippingkonglomeratet CMB.TECH (Vi har en Behåll-rekommendation med en riktkurs 8,75 EUR), att det har tecknat ett avtal med avsikt att gå samman med Golden Ocean. Det offentliggjorda utbytesförhållandet är 0,95/1 CMB.TECH-aktie/Golden Ocean-aktie och baseras på ett substansvärde på 15,23 USD respektive 14,49 USD, vilket kan jämföras med våra senast publicerade substansvärde på 14,7 USD respektive 14,1 USD (baserat på siffrorna i Q4) och ett implicit utbytesförhållande om 0,96/1.Read more
