$KOG (-2.06%) The Kongsberg Group now has to pay a fine of 250 million US dollars to Malaysia because its own Scandinavian country did not allow a contract it had signed. That hits them pretty hard. And if you read the current valuation, it doesn't look so good after all. They have also just restructured and spun off parts of the group. I think I'll leave it alone for now.

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$KOG (-2.06%)

Kongsberg Defence & Aerospace and its Polish partner Polska Grupa Zbrojeniowa (PGZ) have been awarded a contract to supply drone defense systems to Poland to better protect the Polish armed forces against the threat posed by drones. This was announced in a press release on January 30. The contract was concluded with the Polish Armaments Agency and is worth around 1.5 billion euros for Kongsberg.

18 CUAS batteries for Polish airspace

The program is called SAN CUAS and comprises the delivery of a total of 18 Counter-Unmanned Aerial System (CUAS) batteries. The systems are designed to defend against a wide range of modern threats and rely on a variety of weapons. These include 35 mm, 30 mm and 12.7 mm caliber automatic cannons, guided missiles, interceptor drones and other effector and sensor systems.

The various components are networked via a command and control architecture developed by PGZ subsidiary Advanced Protection Systems (APS). This is intended to integrate the drone defense systems into the Polish air defense structures.

The system is based on the PROTECTOR family from Kongsberg, including the Medium Caliber Turret MCT30 and remote-controlled weapon stations. The MCT30 is an unmanned, digitized turret that is particularly suitable for use in drone defence due to its low weight and flexibility. In the SAN configuration, guided 70 mm missiles are to be used in particular.

Kongsberg emphasizes that all PROTECTOR weapon stations are fundamentally designed for drone defence tasks. The company has delivered more than 20,000 of these systems to over 30 countries to date.

Expansion of industrial presence in Poland planned

In connection with the order, Kongsberg announced plans to expand its production capacities in Poland. The aim is to strengthen local production and be able to supply larger quantities of defense systems. The cooperation with PGZ is also seen as a contribution to European and NATO-wide industrial cooperation.

According to Kongsberg, the contract underlines Poland's ambition to play a leading role in the development and introduction of drone defense technologies. For the company itself, the contract consolidates its position as one of the most important providers of counter-UAS solutions in Europe.

ck

https://esut.de/2026/02/meldungen/67476/kongsberg-erhaelt-grossauftrag-fuer-drohnenabwehrsysteme-in-polen/

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Dear fellow traders,

Today I invested something, after rather boring position increases I did some research and decided on a small "Greenland Profit Package".

No matter what your political views are, no matter how you interpret the current political events: in any case, things are getting exciting around the Arctic, especially around Greenland. In order to use resources here (this will probably happen, regardless of what the deal actually looks like), appropriate infrastructure is needed. In the case of the extraction of raw materials, appropriate ports, infrastructure and terminals are needed. The ports must be free of ice all year round, so appropriate icebreakers are also required.

Invest $AKSO (-2.19%) Aker Solutions

Invest $KOG (-2.06%) Kongsberg Group

Was also recently presented very professionally here in the forum...

3.Invest

Wärtsilä

if you are still looking for a Finnish small cap with a defense theme - please take a look and consider it:

Of course, there are also potential mine operators and players who might be able to mine raw materials in polar regions. But that is not the issue here.

As always: no investment advice, no liability😆

Best wishes and happy trading in turbulent times!

PS: popcorn will be available tomorrow for DT's speech in Davos!

$KOG (-2.06%)
$PNG (-3.45%)

Hello my dears,

Kraken Robotic is not the only one to benefit from ocean exploration. Kongsberg can also benefit enormously from this.

Kongsberg is actually better known to us as a beneficiary of the boom in the defense industry.

Research vessels are crucial to the advancement of our knowledge of the oceans, provide important observations for disciplines such as climate science and marine biology and remain central to oceanographic research. For decades, research vessels around the world have benefited from KONGSBERG technology, the demand for which has increased in 2025.

January 15, 2026

Text: Kongsberg discovery

Climate change and environmental damage are major global issues, with many countries already affected. Changing conditions in the Arctic are worrying, but significant research into ocean life has been funded in 2025.

State-of-the-art technology to improve data performance

Camilla Kiss, President of Discovery, highlights the delivery of advanced scientific equipment that is critical to the successful execution of the research vessel's mission. The systems will support innovative research and efficient operations, with contracts worth approximately 1.3 BNOK in 2025.

"Research vessels act as mobile laboratories that enable scientists to collect data on marine ecosystems, climate change, fish stocks and deep-sea habitats. Our technology helps to manage resources, advance global understanding and develop new marine tools. These vessels support the deployment of equipment, sampling and direct observation in challenging environments. In 2025, orders for research vessels and ocean science grew steadily, which is a good sign for our company and the oceans," she says.

Participates in the global ocean initiative

During 2025, Discovery delivered state-of-the-art instruments such as multibeam and single beam echo sounders, both shallow water and deep water, various transducers, environmental monitoring sensors and a range of sonars to equip modern research vessels. While satellite data provides valuable insights, first-class observations from large research vessels often form the basis of ocean science.

"Our technology helps scientists and their partners gain important insights into marine ecosystems and promotes sustainable management based on multidisciplinary observations collected over many years. Long-term ecosystem studies rely heavily on the sophisticated capabilities of large research vessels, which are crucial for collecting global ocean data. "We are proud of our role in international marine research," says Kiss.

Starke Nachfrage nach Forschungsschiffen – Kongsberg Discovery

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