Skip to content
HeyJared

Norwegian Hidden Gems

Analytical insights into undervalued Norwegian small-cap stocks listed on the Oslo Stock Exchange.

Newsletter · By Sigbjørn Hovda · Official site

Indexed issues, last 90 days
12
Latest publication
Sep 16, 2026
Audience
Checking…
Earliest in this view
Aug 26, 2026

Latest issues

  1. Issue · Sep 16, 2026

    Watchlist Update: ENH Sharpens the Dividend Case at Pareto (opens the original)

    Excerpt

    Read excerpt

    Energy Holdings plans to combine with Ventura Offshore in an all-share transaction, adding deepwater drilling to its existing tender-rig and seismic businesses. The enlarged company would operate 13 units across three segments, with approximately USD 1.3 billion of firm backlog.Ventura shareholders would receive up to 605 million new ENH shares, leaving existing ENH shareholders with 55% of the combined company. Completion is targeted for the first quarter of 2027.Our initial assessment of the m

  2. Issue · Sep 13, 2026

    General Oceans: Defence growth beneath the surface (opens the original)

    Excerpt

    Read excerpt

    Operating underwater is expensive, dangerous and increasingly strategic. General Oceans supplies the sensors, sonar, autonomous vehicles and robotic manipulators that allow navies, offshore operators and researchers to see, navigate and intervene below the surface.The company has assembled seven specialist underwater-technology businesses. Most remain unfamiliar to generalist investors, but their products occupy increasingly important positions in defence autonomy, critical-infrastructure protec

  3. Issue · Sep 11, 2026

    Watchlist Update: ENH Builds a Larger Dividend Platform (opens the original)

    Excerpt · Neutral tone

    Read excerpt

    Energy Holdings is attempting its largest strategic move since the company was created.The proposed all-share combination with Ventura Offshore would create a diversified offshore-services group spanning tender-assisted drilling, deepwater drilling and seismic vessels. The key question is whether greater scale translates into higher value and distributions per existing ENH share.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!WU_b!,f_auto,q_auto:good,fl

  4. Issue · Sep 3, 2026

    Watchlist Update: OKEA’s Next Exploration Readout Could Be Weeks Away (opens the original)

    Excerpt · Neutral tone

    Read excerpt

    OKEA’s first high-impact exploration result could arrive as early as this month.Alpehumle’s geological sidetrack has been drilling since 22 August, pointing to a possible result in late September or early October. Kyllinglår could then start in November, followed by Arkenstone in December.As recently as July, OKEA indicated Q1 2027 for Kyllinglår and mid-2027 for Arkenstone. The catalyst sequence has therefore moved forward, while Tverrdal remains scheduled for mid-2027.Together, the four wells

  5. Issue · Sep 1, 2026

    Keo Capital Q2 2026: Key Takeaways (opens the original)

    Excerpt

    Read excerpt

    Keo Capital’s Q2 finally gave investors what was missing at Q1:Actual fintech numbers.And the first measurement showed a slower ramp than the earlier growth narrative had suggested.There was no numerical Q2 guidance. But management had repeatedly talked about accelerated credit and client scaling after the KEO World transaction removed much of the previous capital constraint.Against that backdrop, average outstanding portfolio of USD 45.6m, a quarter-end portfolio of USD 50.7m, TPV of USD 51.4m

Publishing over time

Last 90 days. Choose a month to open its work.

Recurring subjects

Named in the text we hold. One piece can cover several.

Audience

No verified audience measurement yet.

About this data

Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.

Identity or attribution wrong? Suggest a correction.

See coverage about Norwegian Hidden Gems