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NHYDY · Norsk Hydro (ADR) $9.14 -0.11 (-1.19%) 2026-SEP-18 12:10 EST

My allocation$6,6240.15% of portfolio1 account · as of 2026-SEP-03 · allocation page ↗
AccountSharesPriceValue% of acctCost/shGain $Gain %Target
401K640$10.35$6,6240.27%$7.88$1,578+31.3%
Research: QT · SA · STK1 mention
2026-JUN-29 · David Hay · Haymaker (Substack newsletter, paid) · Neutralmention · read ↗ · source page ↗$9.08

In short: Referenced as "essentially the Alcoa of Europe" — a low-cost aluminum producer on cheap Norwegian hydro power. Suggested in Dec '25 as a place to recycle AA trim proceeds; up ~23% since (at one point +60% from the tout). A held aluminum-sibling to AA, carried along in the same electrification-demand theme.

SOD $9.08

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.