Norwegian Hidden Gems

Norwegian Hidden Gems

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A Textbook Deep Value Setup with Dividends on Top
Why ABL Group is quietly rebuilding margins and rewarding patient investors.
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Sigbjørn Hovda
After the Ayatollahs: What Iran’s Future Means for Oil Investors in Kurdistan
The real reason DNO’s barrels trade at a deep discount? It’s not Baghdad. It’s Tehran.
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Sigbjørn Hovda
Sentia: A New Dividend Contender on Oslo Børs
With a high public-sector share, solid backlog, and 7% yield, this newcomer ticks the right boxes for Gullinbursti
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Sigbjørn Hovda
Trade Alert – Buying Sentia (SNTIA.OL) at NOK 57.19
A High-Yield Play on Nordic Infrastructure and Public Sector Stability
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Sigbjørn Hovda
5
Gullinbursti Dividend Portfolio – May 2025 Update
Doubling the Market in Our First Full Month
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Sigbjørn Hovda

May 2025

🛎️ Trade Alert – Buying Elkem (ELK.OL) at NOK 19.66
Positioning for Dividend Upside and Strategic Re-Rating
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Sigbjørn Hovda
StrongPoint: From Nordic Niche to Global Grocery Tech Contender
A deep dive into StrongPoint’s shift to SaaS, international momentum and why VusionGroup (VU.PA) might be circling.
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Sigbjørn Hovda
Cyviz: Building a Defence-Grade Tech Platform Under the Market’s Radar
With blue-chip clients, NATO-certified solutions, and growing software ambitions, Cyviz might be worth watching more closely.
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Sigbjørn Hovda
2
🛎️ Trade Alert – Selling Pexip (PEXIP.OL) at NOK 56.10
Locking in a ≈50% Gain After a Strong Post-Earnings Rally
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Sigbjørn Hovda
Norway’s Next Tech Takeovers
Six Oslo-listed companies that could be snapped up next – and why international buyers are watching closely
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Sigbjørn Hovda

April 2025

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