Materials Norwegian Community
Our community narratives are driven by numbers and valuation.
Materials Norwegian Investing Ideas
Elkem - A cyclical chemical company coming out of its trough
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.Read more
Organic Farming And Regulatory Costs Will Crush Fertilizer Markets
Key Takeaways Structural market shifts toward sustainability and innovation threaten core revenue streams, volume growth, and future earnings potential. Margin pressures are rising due to higher compliance costs, volatile input prices, and intensifying low-cost competition.Read more
Medical-Grade Silicone Launch and Production Cuts Will Balance Future Prospects
Key Takeaways Strategic review and operational improvements, especially in China, may enhance competitiveness and increase earnings upon completion by year-end. Diverse geographical presence and R&D initiatives in sustainability could drive revenue growth and strong net margins amid global trade tensions.Read more
Share Buyback And Index Listing Will Shape Path For Global Expansion
Key Takeaways Increased production capacity and focus on sustainable packaging solutions support growth, geographic diversification, and higher margins in core and emerging markets. Product innovation and strategic pricing address regulatory and consumer trends, strengthening recurring revenue and margin resilience despite challenges in legacy segments.Read more
Analysts Raise Norsk Hydro Price Targets Amid Cost Cuts and Improved Profit Outlook
Key Takeaways Growing demand for sustainable aluminum and strong renewable energy sourcing reinforce Hydro's leadership and pricing power in low-carbon metals. Automation, cost savings, and a downstream focus drive margin improvements and position the company for sustainable long-term earnings growth.Read more
Analysts Adjust Borregaard Price Target and Valuation Following Recent Updates and Ongoing Developments
Key Takeaways Strong demand for green products and high-value specialties is expected to boost sales and margins, driving revenue growth for Borregaard. Operational improvements and currency hedging could stabilize revenue and enhance financial resilience despite trade and currency challenges.Read more
Transition To Greener Fe65 Production Will Capture Global Steel Demand
Key Takeaways Transition to higher-grade production and infrastructure upgrades position the company for stronger margins, operational efficiency, and stable revenue growth. Focus on electrification, ESG alignment, and export flexibility supports favorable investor perception, cost discipline, and mitigates regional demand risks.Read more
Decarbonization And Urbanization Will Secure Premium Pricing For Low-Carbon Aluminum
Key Takeaways Accelerating adoption of green aluminum and strong renewable power sourcing position Hydro for premium pricing, reduced cost risk, and sustained margin expansion over peers. Policy shifts toward decarbonization and market supply constraints give Hydro a leadership edge, fueling outsized pricing power and long-term revenue growth potential.Read more
Global Overcapacity And Weak Demand Will Pressure Margins And Depress Long-Term Earnings
Catalysts About Elkem Elkem is a global producer of silicon-based advanced materials, supplying silicon products, silicones and carbon solutions to industries such as automotive, construction, aluminum and chemicals. What are the underlying business or industry changes driving this perspective?Read more
