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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 (+2,3%) Aker Solutions

Invest $KOG (+2,93%) 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 (+2,93%)
$PNG (-4,47%)

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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Hello my dears,

The CEO makes a major contribution to how successful a company is.

A CEO plays a crucial role in the success of a company. According to studies, a CEO's performance has a significant impact on company performance, with estimates ranging up to 45%. An effective CEO can increase company value through strategic direction, leadership and decision-making, while poor leadership can lead to stagnation or even decline.

Here are some aspects of how a CEO contributes to a company's success:

Strategic direction:

The CEO sets the long-term vision and strategy of the company and ensures that resources are utilized efficiently.

Leadership and motivation:

A good CEO motivates and leads employees, creates a positive corporate culture and promotes collaboration.

Decision-making:

The CEO makes important decisions that drive the company forward, whether in terms of products, markets or investments.

Communication:

The CEO is the mouthpiece of the company and communicates both internally and externally to create trust and transparency.

Crisis management:

A capable CEO can react quickly and effectively in crisis situations to avert damage to the company.

A CEO change can have a significant impact on a company, both positive and negative. If a new CEO comes in with a clear vision and effective leadership style, this can lead to a significant upturn, whereas a change to a less capable leader can lead to problems.

The role of the CEO is therefore of great importance for the success or failure of a company. A good CEO is more than just a manager; he or she is a visionary, a leader and a crisis manager who leads the company through all the ups and downs.

Dear ones, which are your favorite CEOs?

And do you even know the CEOs of your investments?

I have to admit I don't know all 59 🙈🙈

But maybe one of your CEOs is one of the 10 from 2024.

To determine the ten most successful CEOs of the year for shareholders, the business medium "The Economist" has compiled a list of CEOs whose total shareholder returns were particularly high compared to the average of listed companies in the S&P Global 1200. The S&P Global 1200 comprises the most valuable companies outside China and India. The information is based on data from "Bloomberg" and was collected between January and December 19, 2024.

10 John-Christophe Tellier (UCB) $UCB (-0,16%)

Jean-Christophe Tellier is the CEO of UCB, a global biopharmaceutical company based in Brussels. UCB specializes in the development of therapies for people with serious diseases, particularly in the fields of neurology and immunology.

In 2024, the launch of the anti-inflammatory drug Bimzelx in the US led to a sharp rise in the share price. UCB thus achieved a total shareholder return 133 percent higher than the average of the companies in the S&P 1200 over the period under review.

9 Rick Smith (Axon Enterprise). $AXON (-4,17%)

Rick Smith is the founder and CEO of Axon Enterprise, a technology company that develops public safety solutions. Originally founded in 1993 as Taser International, the company made a name for itself with the development of stun guns used by law enforcement agencies worldwide.

Despite repeated reports of a toxic workplace culture at Axon, the company has had a successful year. The rise in the share price was spurred on by the comments of the newly elected US President Donald Trump, who wants to further militarize the US federal police force. Axon Enterprise generated a 149% higher total shareholder return in 2024 than the average company in the S&P 1200.

8th Tyler Glover (Texas Pacific Land). $TPL (-0,37%)

Tyler Glover is the CEO of Texas Pacific Land Corporation (TPL), one of the largest private landowners in Texas and an influential company in the energy and real estate industries. TPL owns millions of acres of land in West Texas, particularly in the Permian Basin, one of the most productive oil and gas regions. In 2024, the company's share price rose on expectations that the high energy consumption of AI data centers will boost the business. Texas Pacific Land delivered a 158% higher total shareholder return than the average company in the S&P 1200 over the period.

7 Geir Haoy (Kongsberg). $KOG (+2,93%)

Geir Haoy is the CEO of Kongsberg Gruppen, a Norwegian technology company operating in various industries, including defense, space, shipping, oil and gas, and digital solutions. In 2024, the company benefited from increasing orders for weapon systems. CEO Haoy achieved a 174 percent higher total return for his shareholders in 2024. 174 percent higher total return than the S&P 1200 average.

6. Yasuhito Hirota (Asics). $7936 (+0,22%)

Yasuhito Hirota is the CEO of Asics, one of the world's leading sportswear and footwear companies, which is particularly well known for its running and training shoes. This year, one model in particular has been a success for the company: Onitsuka Tiger.

The shoe is trending thanks to posts on social media and has recorded high sales figures. Asics thus achieved a 176% higher total shareholder return than the S&P 1200 average in the period under review.

5 Seiji Izumisawa (Mitsubishi Heavy Industries)

$$7011 (-0,14%)

Seiji Izumisawa is the CEO of Mitsubishi Heavy Industries (MHI), a Japanese industrial conglomerate that operates in a variety of sectors, including aerospace, power generation, shipbuilding, engineering and defense. Izumisawa has bundled the company's strengths - and focused primarily on the energy and defense sectors. This year, he delivered a 177 percent higher total return to shareholders than the average company in the S&P 1200.

4. Jensen Huang (Nvidia). $NVDA (+0,21%)

Jensen Huang is the co-founder and CEO of Nvidia, a leader in graphics processing units (GPUs) and artificial intelligence (AI). Under his leadership, Nvidia has evolved from a manufacturer of graphics chips for computers to a global technology giant that also offers solutions for AI, deep learning, cloud computing and self-driving cars.

The rapid growth resulting from the AI hype slowed down this year. The high expectations of analysts were not quite met. Nevertheless, Huang was able to achieve a 180% higher total return for its shareholders in 2024 than the S&P 1200 average.

3rd Jim Burke (Vistra). $VST (-1,8%)

Jim Burke is the CEO of Vistra, an energy supply company based in Irving, Texas. Vistra is engaged in the generation and distribution of electricity and operates a broad portfolio of energy assets, including gas, coal, wind and solar power plants.

Similar to Texas Pacific Land, his company benefited from increasing energy consumption due to AI data centers. In 2024, it generated a 288% higher total return than the S&P 1200 average.

2nd Christian Bruch (Siemens Energy). $ENR (-1,81%)

Christian Bruch is the CEO of Siemens Energy, a global company specializing in the development, manufacture and maintenance of technologies for power generation, transmission and distribution. Siemens Energy was created in 2020 as an independent company from the spin-off of the Siemens Energy Division.

In 2024, the company recovered after Siemens Energy posted a loss of more than 4.5 billion euros in 2023. The German government provided billions in guarantees for the troubled company. In 2024, Siemens Energy achieved a total return 312 percent higher than the S&P 1200 average due to the recovery of the share price.

1 Alex Karp (Palantir). $PLTR (-2,21%)

Alex Karp is the co-founder and CEO of Palantir, a company specializing in data analytics and software solutions. Founded in 2003, Palantir provides big data analytics platforms that are mainly used by government agencies but also by companies in various sectors - and are controversial.

By 2024, the company's market capitalization had risen from USD 36 billion to over USD 180 billion. In September, Palantir was included in the S&P 500 Index of the most valuable companies in the USA. In 2024, Palantir thus achieved a total return 322 percent higher than the S&P 1200 average.

I would have expected some of the CEOs here, but there are also a few that I would not have expected.

I am invested in Siemens Energy, Vistra and NVIDIA

Unfortunately, UCB didn't make it from the Watch into my portfolio.

I hope you enjoyed the presentation of the CEOs.

Please let me know in the comments.

https://www.businessinsider.de/wirtschaft/ranking-die-besten-ceos-fuer-aktionaere-im-jahr-2024/

$MILDEF (-2,34%)
$KOG (+2,93%)

The MilDef share has corrected sharply in recent weeks. A major insider sale by company director Daniel Ljunggren drove investors out of the Scandinavian second-tier stock, which had previously performed strongly. In the meantime, a technical stabilization is emerging on the chart, underpinned by an order placed last Friday.

MilDef is to supply robust hardware worth 225 million Swedish kronor (equivalent to 20.1 million euros) to Kongsberg Defense & Aerospace. The customer is a long-standing partner and customer of the Swedes. The products that MilDef is supplying to Kongsberg include solutions such as computers, switches, servers and displays for various platforms.

"This is MilDef's largest single order in the Norwegian market and we are honored to be part of an important and cutting-edge defense system manufactured in Norway. This is proof of how Nordic defense companies work together and take responsibility for European defense," says Daniel Ljunggren about the latest order.

Even though the news only hit the stock market ticker last Friday (July 4), the Scandinavian company has included the order from Kongsberg in its order backlog for the second quarter, which ended a few days earlier. MilDef is aiming to deliver the hardware from next year.

https://www.deraktionaer.de/artikel/medien-ittk-technologie/aktionaer-hot-stock-mildef-kongsberg-schlaegt-zu-20382793.html

$KOG (+2,93%)

The German government has decided to purchase the Joint Strike Missile (JSM) air-to-ground missile for its F-35 fighter jets. The agreement is expected to be worth around NOK 6.5 billion for the Norwegian defense company Kongsberg Defence & Aerospace as the supplier, as the company writes in a press release. The corresponding 25 million euro bill was discussed in the Bundestag yesterday.

As stated in the budget committee's submission, it concerned the procurement of the missile as part of a cooperation with the Kingdom of Norway and the granting of an over-scheduled commitment authorization totaling 478.656 million euros.

The Joint Strike Missile is an air-to-ground missile weighing around 400 kg that can also be carried in the internal weapon bays of the F-35. The manufacturer gives the range as more than 350 km.

According to the Kongsberg announcement, the planned procurement is a government deal between Norway and Germany as part of the cooperation between the two nations in the field of naval defense equipment. According to the agreement, the Norwegian Defense Materiel Agency (NDMA) will act as the contracting party.

The intergovernmental agreement for the German procurement of the JSM was approved by the Bundestag on June 4. According to the press release, negotiations are still ongoing. It is expected that the contract will be signed by the end of the first half of 2025.

Alongside Norway, Japan, Australia and the USA, Germany will be the fifth country to opt for the JSM.

"We are delighted that Germany has become the fifth nation to select the JSM for its F-35 fleet," said Eirik Lie, President of Kongsberg Defense & Aerospace, in the press release. "The JSM's navigation system, flight profile and automatic target recognition technology make it an excellent addition to the F-35."

Lars Hoffmann

https://www.hartpunkt.de/deutschland-will-joint-strike-missiles-fuer-f-35-bei-kongsberg-kaufen/

Subscribe to the podcast so that AI doesn't kill us like Skynet in Terminator with Arnold.

00:00:00 Market overview

00:05:00 Eli Lilly & Novo Nordisk

00:24:30 Walmart, Costco, Target

00:42:20 Trend following models, FED, outlook

00:55:00 Gold, Gold 3x Factor ETF A1VBKP

01:11:20 Bitcoin

01:27:20 WisdomTree Europe Defense ETF A40Y9K

01:31:20 AI lies

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$KOG (+2,93%)

$KOG (+2,93%)

The Norwegian defense company Kongsberg Defence & Aerospace has launched its first microsatellite into space and has thus entered the space industry as a satellite operator and service provider.

The satellite, called ARVAKER 1 N3X, was launched from Vandenberg Space Force Base in California as part of SpaceX's Transporter 13 launch service, according to a Kongsberg press release.

Kongsberg's companies and subsidiaries reportedly cover the entire value chain to provide next-generation satellite services, from providing its own microsatellites and ground stations to data processing and analysis. Kongsberg is positioned to deliver complete system solutions that combine the space segment with ground systems to improve data transmission and reduce latency. A key capability of Kongsberg is to integrate and test satellites with sensitive and government-controlled payloads in its own facilities.

In 2024, Kongsberg was awarded a contract by the Norwegian Armed Forces to provide maritime surveillance data to cover Norwegian areas of interest. Under the five-year contract, Kongsberg will launch three satellites, the company writes.

According to the announcement, the data will be used by the Norwegian Armed Forces and other Norwegian government institutions involved in maritime security.

The MP42H satellites are manufactured by Kongsberg NanoAvionics and are equipped with Automatic Identification System (AIS) receivers and detector systems supplied by Kongsberg Discovery. This includes a navigation radar detector developed by the Norwegian Defense Research Institute (FFI). According to the press release, Kongsberg NanoAvionics has manufactured and launched 40 satellites to date.

The satellites are operated by Kongsberg Satellite Services (KSAT), which intends to use its international network of download stations to provide high-frequency, low-latency surveillance data for both the Norwegian government and international customers.

lah

https://www.hartpunkt.de/kongsberg-nimmt-seinen-ersten-satelliten-in-betrieb/