Nobody knows about this company yet.

When people talk about subsea solutions, Kraken Robotics is the talk of the town. But there are many more interesting companies in this space.

These past weeks I've been researching Gabler Group ( ticker $XK4) and I just finished my deep dive!

Gabler is a German marine-operations small-cap, which only recently IPO’d (March 9th). They are set up perfectly to benefit from the world-wide surge in defense spending.

This results in a €360M backlog (5x revenue), as they hold a dominant position in the submarine mast segment.

Recently they made a strategic pivot towards smart subsea architecture, data analytics and power solutions.

They have a wide and very interesting product range, and are in business with most of the large players in the submarine and naval sector.

The full deep dive is now live, go check it out!