OB:VAR
OB:VAROil and Gas

Should Early Peak Jotun Production Shift the Outlook for Vår Energi (OB:VAR) Investors?

Vår Energi ASA recently announced that the Jotun FPSO in the North Sea achieved peak production ahead of schedule, now exceeding 80,000 barrels of oil equivalent per day, following its startup on 22 June 2025 and the activation of all 14 subsea wells. This early production milestone not only underscores the company's efficient project delivery but also enhances future operational visibility as ongoing Balder developments continue to expand capacity. We'll explore how the early achievement of...
OB:VEI
OB:VEIConstruction

What Veidekke (OB:VEI)'s NOK 315 Million Sustainable Renovation Win Means For Shareholders

Akademiska Hus has commissioned Veidekke to renovate Gothenburg's Zoologen building, awarding a design and build contract estimated at NOK 315 million, with occupancy scheduled for fall 2026. This project emphasizes sustainability and material reuse and marks a significant addition to Veidekke’s 2025 order book, supporting the development of Gothenburg’s life science cluster. We'll explore how this major sustainable renovation project with Akademiska Hus adds momentum to Veidekke’s...
OB:GJF
OB:GJFInsurance

Assessing Gjensidige Forsikring (OB:GJF) Valuation After Oversubscribed NOK 1.2bn Bond Bolsters Capital Strength

Gjensidige Forsikring (OB:GJF) just wrapped up a NOK 1,200 million Restricted Tier 1 bond issue, and demand far exceeded the offering size. The bonds, with a perpetual tenor and Solvency II compliance, landed a BBB rating and attracted substantial backing from investors. This signals market confidence in Gjensidige’s financial strength and should give management extra capital flexibility, which is always something to pay attention to for insurers. This latest financing adds another layer to...
OB:SUBC
OB:SUBCEnergy Services

The Bull Case For Subsea 7 (OB:SUBC) Could Change Following Landmark Aramco Offshore Contract Win

Subsea 7 announced in September 2025 that it secured a major EPCI contract with Aramco for offshore facilities in Saudi Arabia, covering 106 kilometres of pipelines, topside modifications, and hook-up activities, with offshore execution planned for 2027 and 2028. This contract, valued between US$750 million and US$1.25 billion, provides significant long-term project visibility and underscores the ongoing demand for large-scale offshore infrastructure solutions. We'll now consider how this...
OB:BNOR
OB:BNOROil and Gas

How Investors May Respond To BlueNord (OB:BNOR) Cutting Tyra Field Production Guidance for Q4

Earlier this month, BlueNord ASA reported preliminary August 2025 production of 37.2 mboepd and announced a downward revision of fourth-quarter production guidance for the Tyra field to 21.0–27.0 mboepd, net to the company. This revision reflects operational factors at Tyra, a key asset, signaling potential shifts in the company’s near-term production outlook. We'll examine how the reduced Tyra production guidance could influence BlueNord's previously outlined growth trajectory and earnings...
OB:TGS
OB:TGSEnergy Services

Can TGS (OB:TGS) Unlock Long-Term Value by Expanding into Brazil’s Underexplored Energy Basins?

On September 4, 2025, TGS and joint venture partner Viridien announced the commencement of the Megabar Extension Phase I multi-client 3D seismic survey in the Barreirinhas Basin offshore Northern Brazil, harnessing advanced technology to acquire 5,300 sq km of subsurface data in an area previously without 3D coverage. This initiative signals growing interest from international oil companies in Brazil's equatorial margin and highlights TGS's expansion into high-potential and underexplored...
OB:NORBT
OB:NORBTElectronic

European Growth Companies With High Insider Ownership In September 2025

In September 2025, the European markets have shown resilience, with the pan-European STOXX Europe 600 Index rising by 1.03% amid expectations of potential U.S. interest rate cuts and a steady stance from the European Central Bank. In this environment, growth companies with high insider ownership can be particularly attractive as they often indicate strong confidence from those within the company and may offer potential stability amidst fluctuating economic conditions.
OB:EPR
OB:EPRMultiline Retail

European Equities Priced Below Estimated Value In September 2025

As European markets experience a modest uptick, with the STOXX Europe 600 Index rising by 1.03% amid expectations of a U.S. Federal Reserve rate cut, investors are keenly observing opportunities in equities that may be priced below their estimated value. In this environment, identifying stocks that exhibit strong fundamentals and potential for growth can be crucial for investors looking to capitalize on market dynamics where central bank policies and economic forecasts play pivotal roles.
OB:NONG
OB:NONGBanks

3 European Dividend Stocks Offering Up To 6.1% Yield

Amidst a backdrop of steady interest rates from the European Central Bank and moderate gains in major European stock indexes, investors are closely examining dividend stocks as a potential source of income. With the pan-European STOXX Europe 600 Index rising by 1.03% recently, identifying stocks that offer attractive yields becomes crucial for those looking to enhance their portfolio's income potential in today's market environment.
OB:BAKKA
OB:BAKKAFood

P/F Bakkafrost (OB:BAKKA) Adjusts Production Guidance for 2026 to 104,000 Tonnes

P/F Bakkafrost (OB:BAKKA) recently adjusted its production guidance for 2026, increasing to 104,000 tonnes due to strong regional performance, despite posting a net loss in its Q2 2025 financial results. Over the past month, the company's share price moved up by 12%, aligning with general market trends that saw significant gains due to broader economic optimism, including anticipated rate cuts by the Federal Reserve. This positive production outlook combined with a complex mix of market and...
OB:AKER
OB:AKERIndustrials

How the Aker Share Price Rally and Rising Cash Flows Shape Its Current Value in 2025

Thinking about what to do with your Aker shares or considering getting in? You’re not alone, and it’s a smart question. Over the past few years, Aker has been on a journey that has turned more than a few heads. With a one-year gain of 38.3% and a 131.2% return over five years, the stock has delivered for investors who stuck with it. The year-to-date return of 22.3% signals that momentum has not let up, even as the rest of the market churns with uncertainty. While recent gains, such as the...
OB:TOM
OB:TOMMachinery

Has Tomra Systems’ Recent Share Slump Created a New Opportunity in 2025?

If you are mulling over whether to buy, hold, or step aside on Tomra Systems, you are certainly not alone. Over the past few years, the stock has seen its fair share of ups and downs. In the past week, it slipped 2.8%, and it is down 3.8% for the month. Year to date, you are looking at a 1.1% decline. Zoom out, and the numbers paint a rougher picture, with the share price off 4.9% over twelve months and down 22.6% over three years. Even over a five-year stretch, Tomra’s stock is sitting lower...
OB:EQNR
OB:EQNROil and Gas

Will Equinor's (OB:EQNR) LNG Deal With Deutsche ReGas Reshape Its European Energy Security Story?

Equinor recently announced it has signed a long-term agreement with Deutsche ReGas for liquefied natural gas regasification capacity at the Mukran terminal in Germany, strengthening LNG supply to Europe. This deal underscores Equinor’s commitment to addressing European energy security needs by expanding its LNG infrastructure and long-term access capabilities in the region. We'll explore how this expanded LNG presence in Germany may shape Equinor's investment narrative and outlook on...
OB:SB1NO
OB:SB1NOBanks

Assessing SpareBank 1 Sør-Norge’s Outlook After Its 36.9% Surge in the Past Year

If you have been eyeing SpareBank 1 Sør-Norge and wondering whether now is the right time to buy, hold, or wait, you are definitely not alone. With a steady climb of 19.7% year-to-date and an impressive 36.9% gain over the last twelve months, the stock has caught the attention of investors looking for both stability and growth. Over a five-year period, it has delivered a remarkable 197.6% return, suggesting that long-term holders have been well rewarded for their patience. The last week saw...
OB:TGS
OB:TGSEnergy Services

Assessing TGS Shares After Latest Sector Turbulence and Sharp Price Drop

Wondering what to do with TGS stock right now? You are not alone. The company’s share price has plenty of investors reaching for their calculators, debating whether this could be a compelling entry point or a signal to tread carefully. TGS’s stock recently closed at 72.5, and even though the broader market has seen some recovery glimmers, TGS has not yet shared in that optimism. Over just the past week, the stock slipped -4.7%, following a month-long return of -1.8%. The bigger picture feels...
OB:AKER
OB:AKERIndustrials

Assessing Aker (OB:AKER) Valuation as Investor Interest Grows Without Major News

Aker (OB:AKER) has been making the rounds among investors lately, as its shares continue to draw attention without a clear, headline-grabbing event driving movement. Sometimes, markets tell a story simply through price action and investor curiosity, rather than big news. Are we missing something beneath the surface, or is this just a routine fluctuation? Zooming out, the story gets even more interesting. In the past year, Aker's share price has climbed 38%, with gains picking up over recent...
OB:VENDA
OB:VENDAInteractive Media and Services

Vend Marketplaces (OB:VENDA): A Fresh Look at Valuation After Recent Share Price Swings

If you have been following Vend Marketplaces (OB:VENDA), the stock’s recent swings might have caught your eye and left you wondering what's driving them. With little in the way of major headlines, the moves could simply reflect changing investor sentiment or new views on the company’s prospects. It is the kind of subtle shift that often signals investors are re-evaluating whether the current price fairly represents business fundamentals. Looking at the past year, Vend Marketplaces has seen...