# dno — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover dno.

Page: <https://rssamplifier.com/topics/dno>  
Feed: <https://rssamplifier.com/topics/dno.md>

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## [Reach Subsea Q2 2026: Key Takeaways](https://norwaystocks.substack.com/p/reach-subsea-q2-2026-key-takeaways)

_2026-08-18 · Sigbjørn Hovda · Norwegian Hidden Gems_

From Q1 trough to record Q2 – with Reach Remote gaining financial traction

## [Watchlist Update: A New 2027 Risk for COSH?](https://norwaystocks.substack.com/p/watchlist-update-a-new-2027-risk)

_2026-08-17 · Sigbjørn Hovda · Norwegian Hidden Gems_

Petrobras is reportedly seeking rig delays, putting 2027 cash flow in focus

## [Pexip Q2 2026: Key Takeaways](https://norwaystocks.substack.com/p/pexip-q2-2026-key-takeaways)

_2026-08-16 · Sigbjørn Hovda · Norwegian Hidden Gems_

Defence, sovereign IT and upsell drive another step-up in recurring growth

## [Watchlist Update: Reach Subsea – Q2 recovery in sight](https://norwaystocks.substack.com/p/watchlist-update-reach-subsea-q2)

_2026-08-15 · Sigbjørn Hovda · Norwegian Hidden Gems_

Higher utilisation should lift revenue. Margins remain the real test.

## [AutoStore Q2 2026: Key Takeaways](https://norwaystocks.substack.com/p/autostore-q2-2026-key-takeaways)

_2026-08-13 · Sigbjørn Hovda · Norwegian Hidden Gems_

Record orders, Amazon confirmed, and the recovery moves another step forward

## [DNO Q2 2026: Key Takeaways](https://norwaystocks.substack.com/p/dno-q2-2026-key-takeaways)

_2026-08-13 · Sigbjørn Hovda · Norwegian Hidden Gems_

The North Sea raises the floor – while Kurdistan and Genel shape the upside

## [Watchlist Update: What Capricorn changes for DNO](https://norwaystocks.substack.com/p/watchlist-update-what-capricorn-changes)

_2026-08-13 · Sigbjørn Hovda · Norwegian Hidden Gems_

The enlarged Genel looks more attractive at 69p – but only if DNO is not forced to pay away the upside.

## [Watchlist Update: Cadeler – The hammer and the harvest](https://norwaystocks.substack.com/p/watchlist-update-cadeler-the-hammer)

_2026-08-11 · Sigbjørn Hovda · Norwegian Hidden Gems_

Menck may push the dividend timeline further out – but could also make the eventual harvest considerably larger.

## [Watchlist Update: What Genel Could Be Worth to DNO](https://norwaystocks.substack.com/p/watchlist-update-what-genel-could)

_2026-08-08 · Sigbjørn Hovda · Norwegian Hidden Gems_

Modelling the acquisition economics under three oil-price regimes – from discounted local sales to full international pricing

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_2026-08-08 · **Sponsored**_

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## [Watchlist Update: What ShaMaran and Genel Signal for DNO](https://norwaystocks.substack.com/p/watchlist-update-what-shamaran-and)

_2026-08-05 · Sigbjørn Hovda · Norwegian Hidden Gems_

Strong North Sea pricing supports Q2, while Tawke’s restart, export decision and dividend could shape what comes next.