FinTwits by Hovda

#Fintwit account focusing primarily on Nordic small caps. Favorite sectors: energy, industrials, tech

[FinTwits by Hovda @ByHovda]

BlueNord Q2 2026: Key Takeaways https://t.co/NVGEiyEB2z $BNOR.OL

[FinTwits by Hovda @ByHovda]

ABG Sundal Collier Q2 2026: Key Takeaways https://t.co/plYPMcJJ60 $ABG.OL

[FinTwits by Hovda @ByHovda]

@CaolanReports Fantastic work, Caolan! 👏

[HFI Research @HFI_Research]

The prosperity ships got hit?

That’s the end of the Oman lane. For those that were tracking these things closely, VLCCs ending with prosperity or B were going through under US escorts.

The US can either retaliate and resume escort or Iran will now choke off Oman lane.

[HFI Research @HFI_Research]

Updated chart:

It will be surreal to have $60+ 3-2-1 crack spread and $70 crude.

[FinTwits by Hovda @ByHovda]

Trade Alert: Adding OKEA After the Pullback https://t.co/88LGt7ZgMT $OKEA.OL

[FinTwits by Hovda @ByHovda]

Rhetorical question: should the head of US intelligence be able to recognise where Kyiv is before sharing a “Ukraine biolab” map?

[Neil Stone @DrNeilStone]

Tulsi’s “Ukraine biolab” map

AI generated with Kyiv randomly in the south of the country

Not even a competent agent…

[Javier Blas @JavierBlas]

FREE TO READ:

The top-10 reasons why oil prices are below $100 a barrel.

1) China, China and China
2) Demand destruction
3) Lots of oil bypassing/leaving the Strait of Hormuz
4) The original oversupply
5) Huge SPR release / commercial stocks draw
6) Refinery flexibility
7) Trump's jawboning
8) Options market development
9) The fog of war is thinner
10) Soaring Americas oil output

https://t.co/ohkxSmCgKV

[FinTwits by Hovda @ByHovda]

Bohus IPO: Sitting on a Dividend Case https://t.co/MAYnLK1y0P $BOHUS $BOHUS.OL

[FinTwits by Hovda @ByHovda]

@US_Stormwatch Bathwater-warm seas are not exactly ideal if you’re a ship forced to idle nearby.

Warm water + waiting time = barnacles, drag and higher fuel burn.

One listed Nordic company may be unusually exposed to this niche: https://t.co/dCv4Hz7fev

[FinTwits by Hovda @ByHovda]

@MarhelmData How to go "long" on barnacles: https://t.co/dCv4Hz7fev

[FinTwits by Hovda @ByHovda]

@RepDonBacon Thank you for your effort and bravery @RepDonBacon 🎖️

[FinTwits by Hovda @ByHovda]

@clashreport Even if the blockade resolves quickly, some ships may leave Hormuz with more than delayed cargo.

Weeks idling in warm Gulf waters can turn barnacles into a real fuel and maintenance cost.

Probably as close as public markets get to “long barnacles”: https://t.co/dCv4Hz7fev

[FinTwits by Hovda @ByHovda]

Trade Alert: Entering SED Energy Holdings After the Overhang Clears https://t.co/Jq8GNdWUMX $ENH.OL

[FinTwits by Hovda @ByHovda]

@gabcasla COSH is one of my favorites as well. Q1 summary: https://t.co/vgVga6kM8F

[FinTwits by Hovda @ByHovda]

@oilgastourist Hidden to some, obvious to the barnacle specialists ;)

[FinTwits by Hovda @ByHovda]

Is this the closest thing to going long #barnacles?

Ships idling in warm Gulf waters can quickly face hull fouling, higher drag and rising fuel costs.

We looked at a hidden Nordic small-cap angle on the #Hormuz disruption.

Link in comments 👇

[FinTwits by Hovda @ByHovda]

@MarhelmData The barnacle trade: https://t.co/dCv4Hz7fev

[FinTwits by Hovda @ByHovda]

But Hormuz may change the conversation.

Static hull protection may start to look less like a premium feature – and more like operational insurance for a less predictable shipping world.

Full post below 👇
https://t.co/dCv4Hz7fev

#NordicStocks #barnacles #Investing

[FinTwits by Hovda @ByHovda]

Barnacles are probably not the first thing investors think about when they hear “Strait of Hormuz”.

Oil, LNG, tanker rates and war-risk insurance are the obvious angles.

But there is another problem growing below the waterline.

#Shipping #Hormuz #SmallCaps

[FinTwits by Hovda @ByHovda]

The setup is not risk-free.

There is regulatory overhang, customer concentration and timing uncertainty around adoption.

This is not a simple “Hormuz = instant revenue” story.