2025 Q4 -tulosraportti
24 päivää sitten
‧59 min
0,0371 USD/osake
Viimeisin osinko
9,51%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 808 | - | - | ||
| 170 | - | - | ||
| 176 | - | - | ||
| 30 | - | - | ||
| 2 100 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 15.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenThe dip is over… Meren Energy 38kr ?!?! Unfortunately, I cannot upload the data points from Goldman Sachs We are in a classic regime shift. J.P. Morgan's data (Figure 13) confirms that the correlation between S&P 500 and the oil price has broken down. We have left the "Demand Boom" phase and stepped straight into the red zone: Supply Shocks !! 1. The dip is over…. A technical pause in a structural bull-market The short-term setback in Meren Energy was nothing but a buying opportunity for the informed. As we see in the "Iran '26" point in the JPM chart, supply shocks tend to drive the oil price upwards while simultaneously pressing broad indices. The temporary retreat of oil is due to uncertainty surrounding the opening of the Strait of Hormuz, but fundamentals speak a different language. 2. "Higher Oil prices for Longer" is not just a mantra, it's mathematics Goldman Sachs is clear: risks are skewed towards the upside. * Production shortfall: Historically, we see an average drop of 42% of production after four years in similar shocks due to damaged infrastructure and underinvestment. * Hormuz factor: With 30% of the world's crude oil concentrated in the Persian Gulf (25.3 mb/d), margins are non-existent. * Strategic stockpiling: We see an upcoming wave of "stockpiling" from 2027 as countries realize their reserves are depleted. Why is Meren Energy "perfectly positioned"? In a world where 30% of global supply hangs by a fragile thread in Hormuz, Meren's positioning becomes their primary asset!!! * Asymmetric risk/reward: While the market worries about "demand destruction," history shows that during supply shocks, price elasticity is low. Meren holds assets that not only benefit from price levels above $100 but also offer the stability that disappears when the Middle East shakes. Let's not even get into the gas assets... cash cow !! Infrastructural advantage: Goldman mentions the risk of long-term damage to production in war zones. Meren Energy, with its strategic location and (presumed) operational security, functions as a "safe haven" for energy capital. Cash flow machine: With an eye towards 2027, where strategic reserves are to be replenished, companies with delivery capacity will be able to dictate the terms. "When correlations break and supply is choked, one does not invest in indices !!! one invests in physical reality. Meren Energy is that reality !! > So my conclusion I see the short-term dip as completed. The market has priced in a quick solution which I, supported by GS analysis etc. of historical shocks, find unlikely. I expect Brent to remain HIGHER FOR LONGER Meren Energy is my top-pick to ride out this storm and emerge as one of the big winners when the dust settles.
·2 päivää sittenAvanza states that it's ex-date today. I believe that's correct and it affects the price today. Nordnet indicates tomorrow.
·1 päivä sitten · MuokattuThe record date is governing and it is the same regardless of market. You must be registered as the owner of the share on the record date. The ex-date depends on the record date. In Sweden, you become registered as owner two days after you buy the share. In Canada, it now only takes one day to become registered as owner.
3 päivää sitten3 päivää sitten- ·12.3.Confirmed ✅ Much higher oil prices next quarter?! If you're wondering why oil prices continued to rise despite the US announcement of a massive release from the Strategic Petroleum Reserve (SPR): Within SPR literature, experts warned more than 30 years ago that an announcement of a reserve release can function as a signal. What does this massive SPR release actually mean… 🔥 The war is not short-term!! 🔥 The Hormuz crisis is not over!!! 🔥 What happened to Trump's insurance plan and fleet escorts? 🔥 Why hasn't Trump directed a single critical comment against the insurance companies? 🔥 Is this release part of the "energy dominance" strategy? 🔥 Is this a "Trump TACO" on SPR?
·9.3.From 19/2, the oil price has soared to over 100, and one might wonder why the stock doesn't respond in the same way. Very unclear signals.
·12.3.Meren has hedged a large part of its production for 2026 at a price around 64 dollars. This can be read on page 18 in the AR. Then, someone knowledgeable can please find out how much they have already sold at this price, but I guess it's about 80%.·12.3.Thanks, that was the info I couldn't see or figure out. However, it states that their ambition is to secure 70-100% of the production, which is why I guessed 80.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
24 päivää sitten
‧59 min
0,0371 USD/osake
Viimeisin osinko
9,51%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThe dip is over… Meren Energy 38kr ?!?! Unfortunately, I cannot upload the data points from Goldman Sachs We are in a classic regime shift. J.P. Morgan's data (Figure 13) confirms that the correlation between S&P 500 and the oil price has broken down. We have left the "Demand Boom" phase and stepped straight into the red zone: Supply Shocks !! 1. The dip is over…. A technical pause in a structural bull-market The short-term setback in Meren Energy was nothing but a buying opportunity for the informed. As we see in the "Iran '26" point in the JPM chart, supply shocks tend to drive the oil price upwards while simultaneously pressing broad indices. The temporary retreat of oil is due to uncertainty surrounding the opening of the Strait of Hormuz, but fundamentals speak a different language. 2. "Higher Oil prices for Longer" is not just a mantra, it's mathematics Goldman Sachs is clear: risks are skewed towards the upside. * Production shortfall: Historically, we see an average drop of 42% of production after four years in similar shocks due to damaged infrastructure and underinvestment. * Hormuz factor: With 30% of the world's crude oil concentrated in the Persian Gulf (25.3 mb/d), margins are non-existent. * Strategic stockpiling: We see an upcoming wave of "stockpiling" from 2027 as countries realize their reserves are depleted. Why is Meren Energy "perfectly positioned"? In a world where 30% of global supply hangs by a fragile thread in Hormuz, Meren's positioning becomes their primary asset!!! * Asymmetric risk/reward: While the market worries about "demand destruction," history shows that during supply shocks, price elasticity is low. Meren holds assets that not only benefit from price levels above $100 but also offer the stability that disappears when the Middle East shakes. Let's not even get into the gas assets... cash cow !! Infrastructural advantage: Goldman mentions the risk of long-term damage to production in war zones. Meren Energy, with its strategic location and (presumed) operational security, functions as a "safe haven" for energy capital. Cash flow machine: With an eye towards 2027, where strategic reserves are to be replenished, companies with delivery capacity will be able to dictate the terms. "When correlations break and supply is choked, one does not invest in indices !!! one invests in physical reality. Meren Energy is that reality !! > So my conclusion I see the short-term dip as completed. The market has priced in a quick solution which I, supported by GS analysis etc. of historical shocks, find unlikely. I expect Brent to remain HIGHER FOR LONGER Meren Energy is my top-pick to ride out this storm and emerge as one of the big winners when the dust settles.
- ·2 päivää sittenAvanza states that it's ex-date today. I believe that's correct and it affects the price today. Nordnet indicates tomorrow.·1 päivä sitten · MuokattuThe record date is governing and it is the same regardless of market. You must be registered as the owner of the share on the record date. The ex-date depends on the record date. In Sweden, you become registered as owner two days after you buy the share. In Canada, it now only takes one day to become registered as owner.
- 3 päivää sitten3 päivää sitten
- ·12.3.Confirmed ✅ Much higher oil prices next quarter?! If you're wondering why oil prices continued to rise despite the US announcement of a massive release from the Strategic Petroleum Reserve (SPR): Within SPR literature, experts warned more than 30 years ago that an announcement of a reserve release can function as a signal. What does this massive SPR release actually mean… 🔥 The war is not short-term!! 🔥 The Hormuz crisis is not over!!! 🔥 What happened to Trump's insurance plan and fleet escorts? 🔥 Why hasn't Trump directed a single critical comment against the insurance companies? 🔥 Is this release part of the "energy dominance" strategy? 🔥 Is this a "Trump TACO" on SPR?
- ·9.3.From 19/2, the oil price has soared to over 100, and one might wonder why the stock doesn't respond in the same way. Very unclear signals.·12.3.Meren has hedged a large part of its production for 2026 at a price around 64 dollars. This can be read on page 18 in the AR. Then, someone knowledgeable can please find out how much they have already sold at this price, but I guess it's about 80%.·12.3.Thanks, that was the info I couldn't see or figure out. However, it states that their ambition is to secure 70-100% of the production, which is why I guessed 80.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 808 | - | - | ||
| 170 | - | - | ||
| 176 | - | - | ||
| 30 | - | - | ||
| 2 100 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 15.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
2025 Q4 -tulosraportti
24 päivää sitten
‧59 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 15.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
0,0371 USD/osake
Viimeisin osinko
9,51%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThe dip is over… Meren Energy 38kr ?!?! Unfortunately, I cannot upload the data points from Goldman Sachs We are in a classic regime shift. J.P. Morgan's data (Figure 13) confirms that the correlation between S&P 500 and the oil price has broken down. We have left the "Demand Boom" phase and stepped straight into the red zone: Supply Shocks !! 1. The dip is over…. A technical pause in a structural bull-market The short-term setback in Meren Energy was nothing but a buying opportunity for the informed. As we see in the "Iran '26" point in the JPM chart, supply shocks tend to drive the oil price upwards while simultaneously pressing broad indices. The temporary retreat of oil is due to uncertainty surrounding the opening of the Strait of Hormuz, but fundamentals speak a different language. 2. "Higher Oil prices for Longer" is not just a mantra, it's mathematics Goldman Sachs is clear: risks are skewed towards the upside. * Production shortfall: Historically, we see an average drop of 42% of production after four years in similar shocks due to damaged infrastructure and underinvestment. * Hormuz factor: With 30% of the world's crude oil concentrated in the Persian Gulf (25.3 mb/d), margins are non-existent. * Strategic stockpiling: We see an upcoming wave of "stockpiling" from 2027 as countries realize their reserves are depleted. Why is Meren Energy "perfectly positioned"? In a world where 30% of global supply hangs by a fragile thread in Hormuz, Meren's positioning becomes their primary asset!!! * Asymmetric risk/reward: While the market worries about "demand destruction," history shows that during supply shocks, price elasticity is low. Meren holds assets that not only benefit from price levels above $100 but also offer the stability that disappears when the Middle East shakes. Let's not even get into the gas assets... cash cow !! Infrastructural advantage: Goldman mentions the risk of long-term damage to production in war zones. Meren Energy, with its strategic location and (presumed) operational security, functions as a "safe haven" for energy capital. Cash flow machine: With an eye towards 2027, where strategic reserves are to be replenished, companies with delivery capacity will be able to dictate the terms. "When correlations break and supply is choked, one does not invest in indices !!! one invests in physical reality. Meren Energy is that reality !! > So my conclusion I see the short-term dip as completed. The market has priced in a quick solution which I, supported by GS analysis etc. of historical shocks, find unlikely. I expect Brent to remain HIGHER FOR LONGER Meren Energy is my top-pick to ride out this storm and emerge as one of the big winners when the dust settles.
- ·2 päivää sittenAvanza states that it's ex-date today. I believe that's correct and it affects the price today. Nordnet indicates tomorrow.·1 päivä sitten · MuokattuThe record date is governing and it is the same regardless of market. You must be registered as the owner of the share on the record date. The ex-date depends on the record date. In Sweden, you become registered as owner two days after you buy the share. In Canada, it now only takes one day to become registered as owner.
- 3 päivää sitten3 päivää sitten
- ·12.3.Confirmed ✅ Much higher oil prices next quarter?! If you're wondering why oil prices continued to rise despite the US announcement of a massive release from the Strategic Petroleum Reserve (SPR): Within SPR literature, experts warned more than 30 years ago that an announcement of a reserve release can function as a signal. What does this massive SPR release actually mean… 🔥 The war is not short-term!! 🔥 The Hormuz crisis is not over!!! 🔥 What happened to Trump's insurance plan and fleet escorts? 🔥 Why hasn't Trump directed a single critical comment against the insurance companies? 🔥 Is this release part of the "energy dominance" strategy? 🔥 Is this a "Trump TACO" on SPR?
- ·9.3.From 19/2, the oil price has soared to over 100, and one might wonder why the stock doesn't respond in the same way. Very unclear signals.·12.3.Meren has hedged a large part of its production for 2026 at a price around 64 dollars. This can be read on page 18 in the AR. Then, someone knowledgeable can please find out how much they have already sold at this price, but I guess it's about 80%.·12.3.Thanks, that was the info I couldn't see or figure out. However, it states that their ambition is to secure 70-100% of the production, which is why I guessed 80.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 808 | - | - | ||
| 170 | - | - | ||
| 176 | - | - | ||
| 30 | - | - | ||
| 2 100 | - | - |
Välittäjätilasto
Dataa ei löytynyt