Norwegian Metals and Mining Stock News

Regulatory charges in focus for Telenor stock Telenor (OB:TEL) is under close watch after Norwegian prosecutors formally charged the telecom group on suspicion of Sanctions Act breaches and aiding crimes against humanity linked to its former Myanmar operations. At a share price of NOK136.1, Telenor has seen a 1-day share price return of 0.22% and a 7-day share price return of 1.34%, while the 90-day share price return has declined 6.46% and the 1-year total shareholder return is down 14.17%...

BlueNord reported preliminary August 2026 production of 44.3 mboepd net, with the Tyra hub averaging 27.4 mboepd and base assets 16.9 mboepd, following two short production upsets that were quickly resolved. The Tyra hub set a record daily rate of 29.9 mboepd on 17 August 2026 and maintained output above 29 mboepd for the final 11 days, indicating operational consistency at a key asset that supports BlueNord’s production profile. We will assess how BlueNord's investment narrative is...

Equinor, through its 45% partnership interest in Smackover Lithium with Standard Lithium, reported a positive Preliminary Economic Assessment for the Franklin lithium project in East Texas. The assessment outlines up to 70,000 tonnes of annual battery-grade lithium carbonate capacity over a 20-year modelled life and a US$3.5b initial capital cost estimate. The PEA points to high lithium concentrations, upgraded mineral resources and the potential to reuse flowsheet work from the South West...

Okeanis Eco Tankers has delivered a striking share price journey in recent years, which naturally raises a harder question for anyone looking at the stock today. Is the current price really supported by the cash flows the business is expected to generate over time, when viewed through a Discounted Cash Flow (DCF) lens? Over the past 5 years, Okeanis Eco Tankers has produced a very large total return. As a result, the valuation question now sits squarely on what kind of cash flows can...

Kitron has announced plans for a new 8,850 square meter factory in Horsens, Denmark that will replace the current site. The facility is intended to support higher production capacity, more efficient workflows, and an expansion of its Danish workforce from about 150 to around 250 employees when fully utilised. The Horsens facility is being designed for regulated, high reliability sectors. Future Danish output could therefore shift further toward complex industrial and defense grade...

Why Bakkafrost’s latest earnings matter for investors P/F Bakkafrost (OB:BAKKA) reported second quarter and first half 2026 results that mixed higher sales with a quarterly loss, while six month profit turned positive and full year harvest guidance held steady at 117,000 tonnes. Recent moves around P/F Bakkafrost suggest momentum is fragile rather than strong. The share price gained 2.10% on a 1-day basis and is up 3.46% over 90 days. However, the 1-year total shareholder return declined...

SpareBank 1 Sør-Norge has reported that long-time Deputy CEO Per Halvorsen will retire after stepping down from executive duties on 1 October 2026. The bank has also completed a €12.98375 million fixed-income issue of 4.250% preferred notes due September 2046. The combination of a senior leadership transition and fresh long-term funding through callable Eurobonds highlights how SpareBank 1 Sør-Norge is reshaping both governance and capital structure at the same time. We will now assess how...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Equinor stock has delivered very strong 5 year gains, yet current checks on both its market multiples and a Discounted Cash Flow (DCF) intrinsic value estimate suggest the shares now trade close to what the underlying cash flows may justify, rather than looking clearly cheap or clearly stretched. Over 5 years, Equinor has returned about 206%, which puts current investors squarely in the position of asking how much of the past success is already reflected in the price. New lithium and energy...

P/F Bakkafrost reported second quarter 2026 sales of DKK 1,825.58 million and a net loss of DKK 161.12 million. Six month sales reached DKK 3,939.44 million with net income of DKK 145.41 million. The combination of higher reported sales and a quarterly loss, together with maintained 2026 harvest guidance of 117,000 tonnes, highlights how production planning and cost pressures are pulling in different directions for Bakkafrost's earnings profile. We will examine how P/F Bakkafrost's...

Kitron (OB:KIT) has committed to a new 8,850 square meter factory in Horsens, Denmark, replacing its current Danish site and aiming to improve production efficiency for both existing and future regulated-sector customers. Kitron’s decision to expand in Denmark comes as the NOK95.8 share price sits on a 29.02% year to date share price return, while a very large 5 year total shareholder return of about 4.5x suggests that long term momentum may remain strong, even after some weakness over the...

Equinor (OB:EQNR) is reportedly assessing BP's North Sea assets as a potential buyer as BP reviews its portfolio. BP is said to be weighing options for parts of its North Sea business, including a possible sale to interested energy groups. The reported interest comes during a period of heightened geopolitical risk and volatility in global oil and gas markets. Equinor's reported interest in BP's North Sea operations is important context, but investors should weigh it alongside broader risks...

BW LPG Limited recently completed a US$300 million fixed income offering of 2.25% senior unsecured callable convertible bonds due September 9, 2031, following a prior announcement of the issue. The bond deal arrived shortly after BW LPG reported higher net income and earnings per share for the second quarter and first half of 2026, along with a larger cash dividend for the quarter. We will now examine how BW LPG's sizeable new convertible bond issue relates to its earnings and dividend...

Okeanis Eco Tankers has recently outperformed the wider Transportation sector, supported by analyst coverage that highlights stronger earnings expectations within the shipping peer group. The company’s modern, eco-focused tanker fleet and improved earnings outlook together suggest operational momentum that extends beyond short term trading sentiment. The next area of focus will be how Okeanis Eco Tankers' sector outperformance could reshape its existing investment narrative for long term...

Aker Solutions has appointed Paal Eikeseth as its new President and CEO, effective 1 September 2026, following Kjetel Digre stepping down after six years in the top role. The leadership shift places an operator with deep life cycle services experience and broad international exposure at the center of Aker Solutions' project execution and cost discipline efforts. With Paal Eikeseth bringing life cycle and international project experience to the top job, we will assess how this development...

Cadeler A/S has raised its full year 2026 revenue guidance to a range of €910 million to €1,000 million, reflecting an updated outlook that now includes an anticipated hammer sale scheduled for completion in December 2026. The explicit inclusion of a hammer sale in Cadeler's revised forecast highlights how one off asset transactions can shape reported revenue and influence how investors interpret the sustainability of its earnings mix. With Cadeler now factoring a December 2026 hammer sale...

Subsea 7 announced that it has secured a sizeable contract from LLOG Exploration for the Who Dat East development in the US Gulf, covering fabrication, transportation and installation of a 29 kilometre steel catenary riser, pipe in pipe system, umbilical and subsea controls in around 1,300 metres of water. The award falls in Subsea 7's sizeable contract range of US$50 million to US$150 million. It adds a defined project scope to its offshore backlog and underpins future vessel utilisation...

Norwegian Air Shuttle reported August 2026 operating data with about 2.9 million passengers across Norwegian and Widerøe, an 86.3% load factor at Norwegian, high regularity near 99%, and punctuality above 80% despite disruption from an air traffic controller strike. The pairing of higher load factor with increased capacity and Widerøe’s strong punctuality points to tighter fleet utilisation and more dependable operations across the combined group. With Norwegian Air Shuttle posting higher...

Equinor (OB:EQNR) is back in focus after partner Smackover Lithium released a detailed Preliminary Economic Assessment for the Franklin lithium project in East Texas, outlining large brine resources and projected production capacity. Against this backdrop, Equinor’s share price has been firming, with a 1-day share price return of 4.24% and a 30-day gain of 8.26%. This has contributed to a 71.94% year-to-date share price return and a 1-year total shareholder return of 79.15%, indicating strong...

AF Gruppen reported second quarter 2026 sales of NOK 9,052 million and net income of NOK 338 million, with basic earnings per share from continuing operations of NOK 2.99. For the first half of 2026, AF Gruppen's sales reached NOK 17,030 million while net income came in at NOK 541 million, and the company reported higher profitability per share compared with the prior year period. Next, the focus shifts to how AF Gruppen's higher earnings per share may affect the broader investment narrative...

Yara International has opened Europe’s largest industrial carbon capture facility at its Sluiskil plant in the Netherlands, which can capture and liquefy up to 800,000 tons of CO2 annually for permanent storage in Norway. The project creates a full cross border carbon capture and storage chain, which could reshape Yara International’s cost base through avoided carbon taxation and support low carbon fertilizers, ammonia and fuels across multiple end markets. With the new Sluiskil carbon...

Mowi recently outlined plans to build at least five salmon processing plants across China, expanding its processing footprint to serve local demand. The push into Chinese processing brings more of Mowi’s value chain closer to end consumers, which could influence costs, pricing power and product mix. Now we will see how Mowi’s plan for multiple Chinese processing plants feeds back into the broader investment narrative around the business. Scan how Mowi’s China build out compares with other...

Oil crossed psychological price lines again as Brent briefly topped $100 and WTI neared $95, while rising conflict around Persian Gulf exports pushed supply risk back into focus. That kind of stress test can reshuffle winners and laggards across global markets. This article unpacks what that backdrop might mean for integrated oil and gas producers and reveals 3 stocks from the screener that screens as potential relative beneficiaries of this latest shock. The stocks highlighted below are just...

Odfjell Drilling reported that the Norwegian Supreme Court declined to hear the tax authority’s appeal, making a prior ruling in favor of Odfjell Offshore final and leading to a repayment of about US$37 million including interest and certain costs. This legal resolution ends a multi year tax dispute, returns previously paid funds to the group, and removes uncertainty around Odfjell Drilling’s cash position and tax exposure. With the tax case closed and roughly US$37 million to be repaid,...