Companies / KOG
OSLKongsberg Gruppen (KOG) in our theses
Kongsberg Gruppen appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Iran and Oman are negotiating a corridor through Hormuz, and the bottleneck is not warships but mine hunting robots
Reopening Hormuz requires lanes certified clear of mines, and the West retired its minehunters: the scarce asset is unmanned mine countermeasures.
Why this company: HUGIN autonomous underwater vehicles and synthetic aperture sonar are the reference for mine detection and route survey, already sold into NATO and Gulf navies, with production lines that can absorb a fast follow on order.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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