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 (+1,65%) Aker Solutions

Invest $KOG (-0,62%) 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!

Aker ASA

https://www.akerasa.com/en

Almost a year ago, some here discovered "Aker Carbon Capture". The largest shareholder, Aker Horizons, is still invested in a few other companies and in turn owns 76% of Aker ASA😵 Maybe you can find similar interesting companies and businesses there? Or is Aker Horizons even THE investment in renewable energies?

This is the introductory post in a series looking at the companies within Aker ASA holdings. Aker has MANY investments in several other companies and businesses. I will break down and analyze the largest and most exciting of these into individual posts.

Industrial Holdings make up 85% of Aker investments; the largest are:

Aker BP ( $AKRBP (+1,05%)
)

https://akerbp.com/en/

ownerhship: 37.1%

Oil and gas industry. Exploration and production of oil and gas offshore.

Value 2021 in NOK million: 36.329

[insert contribution here]

Aker Horizons ( $AKH )

https://www.akerhorizons.com/portfolio

ownership: 76.1%

Aker Horizons is Aker's investment in renewable energy and green technologies. This includes the following companies, for example:

Aker Carbon capture/ Mainstream renewable power/ Aker offshore wind/ Supernode

Value 2021 in NOK million: 15.342

[insert post here]

Cognite

https://www.cognite.com/en/

ownership: 50.5%

Software company providing software and internet-of-things services to industrial companies.

Value in 2021 in NOK million: 6.684

Aker Solution ( $AKSO (+1,65%) )/ Aker BioMarine/ Aker Energy

Ownership: 33.3%/ 77.8%/ 50.8%

https://www.akersolutions.com/who-we-are/

https://www.akerbiomarine.com/who-we-are

https://www.akerenergy.com/who-we-are

combined value 2021 in NOK million: approx. 8,500

In addition, there are/have been investments in other companies (see chart); furthermore, the remaining share of assets (15%) is in the financial area (annual report 2021 page 10).

Market capitalization Aker ASA ( $AKER (+4,16%) ) : US $ 5.5 billion

with a profit before tax (2021) of approx. 1.2 billion US $

Assessment of this valuation comes after the individual analyses.

To read:

https://www.akerasa.com/en/investors/financial-reports-presentations

https://akerasa.ams3.cdn.digitaloceanspaces.com/interim-reports/Aker-ASA-Fourth-quarter-and-preliminary-annual-Report-2021.pdf

@KapriolenSonne
@RoronoaZoro is the view getting clearer now?

Part 1.b of the Aker post