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Investors interested in stocks from the Mining - Miscellaneous sector have probably already heard of Norsk Hydro ASA (NHYDY) and Anglo American (NGLOY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on e ...

Investors looking for stocks in the Mining - Miscellaneous sector might want to consider either Norsk Hydro ASA (NHYDY) or Anglo American (NGLOY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets compa ...

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PresentationBaard Erik Haugen Good morning, everyone, and welcome to Hydro's Investor Day 2025. My name is Baard Erik Haugen. And together with my colleagues, Martine Rambøl Hagen, Elitsa Blessi, Mathias Gautier, and Camilla Gihle, I'm responsible for Investor Relations in Hydro. We are very happy to see so many of you here in the room with us in London and also a warm welcome to everyone following on the webcast. The topic for this year's Investor Day is strategic discipline, securing long-term value crea ...

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses for investors [2] - A safer approach may involve investing in bargain stocks that have recently shown price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Case Study - Norsk Hydro ASA (NHYDY) - Norsk Hydro ASA (NHYDY) has demonstrated recent price momentum with a four-week price change of 2%, indicating growing investor interest [4] - Over the past 12 weeks, NHYDY's stock has gained 10.1%, and it has a beta of 1.46, suggesting it moves 46% more than the market [5] - NHYDY has a Momentum Score of A, indicating a favorable entry point for investors looking to capitalize on its momentum [6] Group 3: Earnings Estimates and Valuation - NHYDY has seen upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - The stock is currently trading at a Price-to-Sales ratio of 0.68, suggesting it is undervalued, as investors pay only 68 cents for each dollar of sales [7] Group 4: Additional Opportunities - NHYDY is not the only stock that fits the "Fast-Paced Momentum at a Bargain" criteria; there are several other stocks that investors may consider [8] - Zacks offers over 45 Premium Screens to help investors find winning stock picks based on their investing styles [9]

Core Points - Norsk Hydro ASA has signed two revolving multi-currency credit facilities totaling USD 2,400 million, with the margin linked to the company's greenhouse gas emission targets [1][2] - The refinancing replaces previous undrawn credit facilities and provides immediate liquidity options [1] - The CFO of Hydro emphasized the importance of sustainability in the financing structure, reflecting the company's commitment to its climate roadmap towards 2030 [3] Financial Details - The new credit facilities consist of a USD 1,600 million and a USD 800 million revolving credit line [1] - The margin of these facilities will be adjusted based on Hydro's annual CO2 emissions reduction targets [2] Transaction Participants - DNB Carnegie, ING, and SEB acted as the coordinating Mandated Lead Arrangers and Bookrunners for the transaction [4] - Other participating banks include BNP Paribas, Citi, Crédit Agricole, Danske Bank, Goldman Sachs, Handelsbanken, J.P. Morgan, and Nordea [4] - DNB serves as the Facility Agent and Documentation Agent, while ING and SEB are designated as Joint Sustainability Coordinators [4]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to investments with limited upside or potential downside [2] - A safer approach may involve investing in bargain stocks that have recently shown price momentum, utilizing tools like the Zacks Momentum Style Score to identify promising candidates [3] Group 2: Case Study - Norsk Hydro ASA (NHYDY) - Norsk Hydro ASA (NHYDY) has shown a price increase of 3.8% over the past four weeks, indicating growing investor interest [4] - Over the past 12 weeks, NHYDY has gained 15%, demonstrating its ability to deliver positive returns over a longer timeframe [5] - NHYDY has a Momentum Score of A, suggesting it is an opportune time to invest in the stock [6] Group 3: Earnings Estimates and Valuation - NHYDY has received upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - The stock is currently trading at a Price-to-Sales ratio of 0.66, indicating it is attractively priced at 66 cents for each dollar of sales [7] Group 4: Additional Opportunities - NHYDY is not the only stock that meets the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting other potential investment opportunities exist [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify winning stock picks [9]

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Core Insights - Hydro's adjusted EBITDA for Q3 2025 was NOK 5,996 million, a decrease from NOK 7,367 million in Q3 2024, attributed to lower alumina prices and a stronger NOK, partially offset by higher volumes and internal profit realization [1][20] - The company generated NOK 2.2 billion in free cash flow, with a twelve-month adjusted RoaCE of 11 percent [1] Financial Performance - Adjusted EBITDA for Bauxite & Alumina fell to NOK 1,290 million from NOK 3,410 million, primarily due to lower alumina sales prices and higher fixed costs, despite increased sales volume [11] - Adjusted EBITDA for Aluminium Metal decreased to NOK 2,732 million from NOK 3,234 million, driven by a weaker USD to NOK exchange rate, although higher sales volume and lower alumina costs provided some offset [15] - Adjusted EBITDA for Energy increased to NOK 828 million from NOK 626 million, mainly due to higher price area gains [13] - Adjusted EBITDA for Extrusions rose to NOK 1,107 million from NOK 879 million, supported by lower costs and higher volumes [17] Strategic Initiatives - Hydro launched a workforce and cost reduction program aiming to reduce approximately 750 white-collar positions, with expected gross redundancy costs of NOK 400 million and annual net savings of NOK 1 billion from 2026 [3][4] - The company signed an Agreement in Principle with the Government of Québec and Hydro-Québec to secure renewable power supply for its Alouette smelter from 2030 to 2045, enhancing energy resilience [6] Market Developments - European extrusion demand was flat year-over-year but decreased by 20 percent compared to Q2 2025, with stabilization in building & construction and industrial segments [18] - North American extrusion demand increased by 2 percent year-over-year but decreased by 2 percent compared to Q2 2025, with weak demand in commercial transport and automotive sectors [19] Legal and Regulatory Updates - A Dutch court dismissed all claims against Hydro related to pollution from Alunorte, confirming no environmental harm occurred [8]