2025 Q3 -tulosraportti
Vain PDF
58 päivää sitten
0,25 NOK/osake
Viimeisin osinko
70,36%Tuotto/v
Tarjoustasot
Euronext Expand Oslo
Määrä
Osto
1 750
Myynti
Määrä
736
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 19.11.2025 | |
| 2025 Q2 -tulosraportti | 21.8.2025 | |
| 2025 Q1 -tulosraportti | 21.5.2025 | |
| 2024 Q4 -tulosraportti | 25.2.2025 | |
| 2024 Q3 -tulosraportti | 14.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 päivää sittenGood morning! I would like to know if anyone can answer whether Wilpride and wilforce are on bareboat, time charter, or if they both operate tramp services? Does the shipping company have other ships in management or TC? Regards Martin
·2 päivää sittenBoth are on time charter (TC) contracts: • They have been fixed on longer time charter agreements since delivery/recent renewals (e.g., Wilpride received a new/higher rate TC in 2021, and Wilforce similarly earlier). This is typical for LNG vessels – they often operate on dedicated, multi-year TCs with large charterers (such as oil/gas companies) for stable income, not spot/tramp. They are not bareboat- ·8.1.Awilco LNG is a Norwegian pure-play LNG carrier with a small, modern fleet of two TFDE LNG vessels (WilForce and WilPride, both 156,000 cbm, built 2013). • 2024: Revenue ~68 million USD (down from 81 million USD in 2023 due to weaker market). • Q3 2025: Net loss USD 0.3 million (improvement from larger losses earlier in the year). Net freight income ~USD 10.6 million. • The company has a robust balance sheet with a comfortable cash position and low net debt after refinancing. No dividend paid in 2025/2026 so far. • Next quarterly report: February 26, 2026. Market and operational situation • WilPride: Fixed charter until December 2025 (with an option for 2 extra years that was not exercised previously). Thereafter open for new fixing from 2026. • WilForce: Operates in the spot/short-term market. • LNG spot rates have been weak throughout 2025 and into 2026 (~55–71,000 USD/day depending on basin), lowest since 2020. Tonnage surplus (high newbuilding deliveries, ~90–94 vessels in 2026) presses rates down in the short term. • Outlook 2026: Still oversupplied shipping market until mid/end of 2026. New LNG production (Qatar, USA, Canada) ramps up, but ton-mile growth and scrapping of old steam vessels can support rates from H2 2026. Long-term demand strong (global LNG demand up). Valuation and risk • Current share price (~3.30 NOK) gives P/B ~0.6–0.7x (based on estimated book equity after modern fleet). • Analyst consensus (limited coverage, 1–5 analysts): Target price ~3.74–4.08 NOK (12-month horizon). • Risk: Weak spot market in 2026 can result in continued losses/negative cash flow if rates remain below ~60–70k USD/day (break-even for modern TFDE). Small fleet leads to high volatility. Geopolitics (Red Sea, Panama) affects ton-miles. • Upside: Modern, efficient fleet positioned for improvement when the market tightens (expected 2027+). Strong owner (Awilhelmsen) provides strategic patience. Conservative target price December 2026 As a conservative investor, I emphasize today's weak market, continued oversupply in 2026, and the risk of lower charter rates than analysts assume. I see limited upside in the short term, but the value in the balance sheet and fleet provides support. Conservative target: 3.80 NOK (approx. +15% from current level). This reflects a moderate improvement in spot rates towards the end of 2026, a stable balance sheet, and P/B ~0.8x. Potential for higher (4.50+ NOK) if the market tightens faster, but conservatively, I assume no major re-rating before evidence of better earnings in 2027. Recommendation: Hold for patient investors who believe in the long-term LNG trend. Not an aggressive buy at current levels due to short-term market risk.
·4.1.Awilco has become my third largest position. Can the result improve in 2026? I bought my first position in 2024 at 6,94 kroner, but I have a gain in the stock so far with some trading (buy/sell).23 ääntä PäättynytLiity Sharevilleen nähdäksesi tuloksetDividend is coming during39%No dividend this year?61%
·10.12.2025What do you think about the way forward from this level?
·11.12.2025I think the way forward for Awilco is good. Now they have had a longer period where the ships are in operation and the rates are ok and generally rising and they will continue to be so for a long time. Now. So the results should undoubtedly improve and the share price will probably go up towards 7-8 kr again and we should see the dividends again in 2026. So my recommendation is to hold the shares and buy more on occasion because why should this stock go down now in the coming years actually? Nothing indicates that. But a little patience is needed in this industry too, even though we shareholders are generally bad at it. Me included 🤷🏻♂️😊.
·13.12.2025The rates are okay and generally rising and they will be for a long time. They do not pay dividends in 2026 without making money. Remember, they lost money in Q3. The rates for the winter season are already on their way down. There is still a surplus on LNGC. Why should you recommend anyone to buy? Everything you say is wrong.
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 Q3 -tulosraportti
Vain PDF
58 päivää sitten
0,25 NOK/osake
Viimeisin osinko
70,36%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
- ·3 päivää sittenGood morning! I would like to know if anyone can answer whether Wilpride and wilforce are on bareboat, time charter, or if they both operate tramp services? Does the shipping company have other ships in management or TC? Regards Martin·2 päivää sittenBoth are on time charter (TC) contracts: • They have been fixed on longer time charter agreements since delivery/recent renewals (e.g., Wilpride received a new/higher rate TC in 2021, and Wilforce similarly earlier). This is typical for LNG vessels – they often operate on dedicated, multi-year TCs with large charterers (such as oil/gas companies) for stable income, not spot/tramp. They are not bareboat
- ·8.1.Awilco LNG is a Norwegian pure-play LNG carrier with a small, modern fleet of two TFDE LNG vessels (WilForce and WilPride, both 156,000 cbm, built 2013). • 2024: Revenue ~68 million USD (down from 81 million USD in 2023 due to weaker market). • Q3 2025: Net loss USD 0.3 million (improvement from larger losses earlier in the year). Net freight income ~USD 10.6 million. • The company has a robust balance sheet with a comfortable cash position and low net debt after refinancing. No dividend paid in 2025/2026 so far. • Next quarterly report: February 26, 2026. Market and operational situation • WilPride: Fixed charter until December 2025 (with an option for 2 extra years that was not exercised previously). Thereafter open for new fixing from 2026. • WilForce: Operates in the spot/short-term market. • LNG spot rates have been weak throughout 2025 and into 2026 (~55–71,000 USD/day depending on basin), lowest since 2020. Tonnage surplus (high newbuilding deliveries, ~90–94 vessels in 2026) presses rates down in the short term. • Outlook 2026: Still oversupplied shipping market until mid/end of 2026. New LNG production (Qatar, USA, Canada) ramps up, but ton-mile growth and scrapping of old steam vessels can support rates from H2 2026. Long-term demand strong (global LNG demand up). Valuation and risk • Current share price (~3.30 NOK) gives P/B ~0.6–0.7x (based on estimated book equity after modern fleet). • Analyst consensus (limited coverage, 1–5 analysts): Target price ~3.74–4.08 NOK (12-month horizon). • Risk: Weak spot market in 2026 can result in continued losses/negative cash flow if rates remain below ~60–70k USD/day (break-even for modern TFDE). Small fleet leads to high volatility. Geopolitics (Red Sea, Panama) affects ton-miles. • Upside: Modern, efficient fleet positioned for improvement when the market tightens (expected 2027+). Strong owner (Awilhelmsen) provides strategic patience. Conservative target price December 2026 As a conservative investor, I emphasize today's weak market, continued oversupply in 2026, and the risk of lower charter rates than analysts assume. I see limited upside in the short term, but the value in the balance sheet and fleet provides support. Conservative target: 3.80 NOK (approx. +15% from current level). This reflects a moderate improvement in spot rates towards the end of 2026, a stable balance sheet, and P/B ~0.8x. Potential for higher (4.50+ NOK) if the market tightens faster, but conservatively, I assume no major re-rating before evidence of better earnings in 2027. Recommendation: Hold for patient investors who believe in the long-term LNG trend. Not an aggressive buy at current levels due to short-term market risk.
- ·4.1.Awilco has become my third largest position. Can the result improve in 2026? I bought my first position in 2024 at 6,94 kroner, but I have a gain in the stock so far with some trading (buy/sell).23 ääntä PäättynytLiity Sharevilleen nähdäksesi tuloksetDividend is coming during39%No dividend this year?61%
- ·10.12.2025What do you think about the way forward from this level?·11.12.2025I think the way forward for Awilco is good. Now they have had a longer period where the ships are in operation and the rates are ok and generally rising and they will continue to be so for a long time. Now. So the results should undoubtedly improve and the share price will probably go up towards 7-8 kr again and we should see the dividends again in 2026. So my recommendation is to hold the shares and buy more on occasion because why should this stock go down now in the coming years actually? Nothing indicates that. But a little patience is needed in this industry too, even though we shareholders are generally bad at it. Me included 🤷🏻♂️😊.·13.12.2025The rates are okay and generally rising and they will be for a long time. They do not pay dividends in 2026 without making money. Remember, they lost money in Q3. The rates for the winter season are already on their way down. There is still a surplus on LNGC. Why should you recommend anyone to buy? Everything you say is wrong.
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
Euronext Expand Oslo
Määrä
Osto
1 750
Myynti
Määrä
736
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 19.11.2025 | |
| 2025 Q2 -tulosraportti | 21.8.2025 | |
| 2025 Q1 -tulosraportti | 21.5.2025 | |
| 2024 Q4 -tulosraportti | 25.2.2025 | |
| 2024 Q3 -tulosraportti | 14.11.2024 |
2025 Q3 -tulosraportti
Vain PDF
58 päivää sitten
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 | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 19.11.2025 | |
| 2025 Q2 -tulosraportti | 21.8.2025 | |
| 2025 Q1 -tulosraportti | 21.5.2025 | |
| 2024 Q4 -tulosraportti | 25.2.2025 | |
| 2024 Q3 -tulosraportti | 14.11.2024 |
0,25 NOK/osake
Viimeisin osinko
70,36%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sittenGood morning! I would like to know if anyone can answer whether Wilpride and wilforce are on bareboat, time charter, or if they both operate tramp services? Does the shipping company have other ships in management or TC? Regards Martin·2 päivää sittenBoth are on time charter (TC) contracts: • They have been fixed on longer time charter agreements since delivery/recent renewals (e.g., Wilpride received a new/higher rate TC in 2021, and Wilforce similarly earlier). This is typical for LNG vessels – they often operate on dedicated, multi-year TCs with large charterers (such as oil/gas companies) for stable income, not spot/tramp. They are not bareboat
- ·8.1.Awilco LNG is a Norwegian pure-play LNG carrier with a small, modern fleet of two TFDE LNG vessels (WilForce and WilPride, both 156,000 cbm, built 2013). • 2024: Revenue ~68 million USD (down from 81 million USD in 2023 due to weaker market). • Q3 2025: Net loss USD 0.3 million (improvement from larger losses earlier in the year). Net freight income ~USD 10.6 million. • The company has a robust balance sheet with a comfortable cash position and low net debt after refinancing. No dividend paid in 2025/2026 so far. • Next quarterly report: February 26, 2026. Market and operational situation • WilPride: Fixed charter until December 2025 (with an option for 2 extra years that was not exercised previously). Thereafter open for new fixing from 2026. • WilForce: Operates in the spot/short-term market. • LNG spot rates have been weak throughout 2025 and into 2026 (~55–71,000 USD/day depending on basin), lowest since 2020. Tonnage surplus (high newbuilding deliveries, ~90–94 vessels in 2026) presses rates down in the short term. • Outlook 2026: Still oversupplied shipping market until mid/end of 2026. New LNG production (Qatar, USA, Canada) ramps up, but ton-mile growth and scrapping of old steam vessels can support rates from H2 2026. Long-term demand strong (global LNG demand up). Valuation and risk • Current share price (~3.30 NOK) gives P/B ~0.6–0.7x (based on estimated book equity after modern fleet). • Analyst consensus (limited coverage, 1–5 analysts): Target price ~3.74–4.08 NOK (12-month horizon). • Risk: Weak spot market in 2026 can result in continued losses/negative cash flow if rates remain below ~60–70k USD/day (break-even for modern TFDE). Small fleet leads to high volatility. Geopolitics (Red Sea, Panama) affects ton-miles. • Upside: Modern, efficient fleet positioned for improvement when the market tightens (expected 2027+). Strong owner (Awilhelmsen) provides strategic patience. Conservative target price December 2026 As a conservative investor, I emphasize today's weak market, continued oversupply in 2026, and the risk of lower charter rates than analysts assume. I see limited upside in the short term, but the value in the balance sheet and fleet provides support. Conservative target: 3.80 NOK (approx. +15% from current level). This reflects a moderate improvement in spot rates towards the end of 2026, a stable balance sheet, and P/B ~0.8x. Potential for higher (4.50+ NOK) if the market tightens faster, but conservatively, I assume no major re-rating before evidence of better earnings in 2027. Recommendation: Hold for patient investors who believe in the long-term LNG trend. Not an aggressive buy at current levels due to short-term market risk.
- ·4.1.Awilco has become my third largest position. Can the result improve in 2026? I bought my first position in 2024 at 6,94 kroner, but I have a gain in the stock so far with some trading (buy/sell).23 ääntä PäättynytLiity Sharevilleen nähdäksesi tuloksetDividend is coming during39%No dividend this year?61%
- ·10.12.2025What do you think about the way forward from this level?·11.12.2025I think the way forward for Awilco is good. Now they have had a longer period where the ships are in operation and the rates are ok and generally rising and they will continue to be so for a long time. Now. So the results should undoubtedly improve and the share price will probably go up towards 7-8 kr again and we should see the dividends again in 2026. So my recommendation is to hold the shares and buy more on occasion because why should this stock go down now in the coming years actually? Nothing indicates that. But a little patience is needed in this industry too, even though we shareholders are generally bad at it. Me included 🤷🏻♂️😊.·13.12.2025The rates are okay and generally rising and they will be for a long time. They do not pay dividends in 2026 without making money. Remember, they lost money in Q3. The rates for the winter season are already on their way down. There is still a surplus on LNGC. Why should you recommend anyone to buy? Everything you say is wrong.
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
Euronext Expand Oslo
Määrä
Osto
1 750
Myynti
Määrä
736
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt