2025 Q4 -tulosraportti
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60 päivää sitten
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Tarjoustasot
Euronext Expand Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 740 | - | - | ||
| 25 | - | - | ||
| 785 | - | - | ||
| 1 500 | - | - | ||
| 141 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sitten · MuokattuInvestor News (Summary) Awilco LNG – A perfect storm of tailwinds The market is turned upside down The closure of the Strait of Hormuz in March/April 2026 is not a temporary disruption – it is a structural upheaval of the global LNG market. Nearly 20 % of the world's LNG supply is gone, and damage to Qatar's Ras Laffan facility means that up to 17 % of the country's capacity could be out of operation for 3–5 years. The great "LNG flood" that the market expected in 2026/27 is in practice delayed by at least two years. Awilco is in the right pool at the right time With Middle East volumes out of the picture, all desperate European demand is gathering around the remaining sources – USA, Norway, and Australia. Atlantic rates have exploded to $250 000 per day, and Awilco is running both its ships straight into this market on spot. What was a strategic risk in 2025 is now the company's greatest advantage. Five reasons why prices will not collapse Even if peace were to come tomorrow, the market is fundamentally tight: • EU ban on all Russian gas from March 2026 – a permanent gap that only LNG can fill • Stricter IMO rules (CII Phase 2) limit effective fleet capacity • China, India, and Southeast Asia continue the coal-to-gas switch regardless of geopolitics • European gas inventories at their lowest level since 2018 • New infrastructure projects delayed by capital costs and inflation From loser to super profit After a net loss of $11,2 million in 2025, the company is now positioned for a potentially record year. At current rate levels, Awilco can generate more EBITDA in one quarter than they did in the entire last year. The directed issue of 251 mill. kr in April gives them the backbone to stand in the market and fully utilize the upturn – in addition to the new trading platform ALNG opening up further upsides through price arbitrage. Conclusion Awilco LNG is a small company with two ships – but the two ships are in the right market, on the right contract, at the right time. The combination of structurally high rates, full spot exposure, and a new trading initiative makes this one of the most direct ways to play the LNG crisis on the Oslo Stock Exchange.
·2 päivää sitten · MuokattuMany are still discussing rates – but I think we are looking at the wrong thing here. In a TradeWinds article, it emerged that Ben Freeman and Paul Bartlett have been hired by ALNG Trading AS. The annual report for 2025 gave little information about what is being built, but now Freeman has updated his LinkedIn profile to President & Co-Founder @ ALNG Trading AS. This has made me more confident in the case and is in itself a strong signal about the direction the company is heading in. This also means that Awilco is no longer a traditional shipping company. Both ships are now in the spot market – no TC‑contracts. This is likely a conscious choice to have flexibility over predictability. It makes sense when you see what they are building: A trading platform that positions the ships where the opportunities are greatest. When you bring in two people who have built trading platforms before, one from Goldman Sachs and Javelin, and the other with extensive experience from Goldman Sachs, Morgan Stanley and Credit Suisse, you get a combination that is extremely important in this build-up. They represent a complete trading environment that encompasses strategy, structuring and operational execution. The important thing is, therefore, they have built similar things before and possess what it takes to succeed. The annual report states that ALNG Trading will be developed into a platform for structuring LNG‑transactions. But Freeman goes further in his LinkedIn description. He says that one should make money on the entire LNG‑value chain by buying and selling gas. This means they will use the ships, the market, and financial solutions to create new opportunities and utilize their positions better than a shipping company. The company is small, flexible, and will be able to make quick decisions. In my opinion, this is a much clearer and more ambitious description than what is stated in the annual report. At the same time, Awilco's shipping expertise fits perfectly into the overall picture. They know operations, risk, logistics, and vessels. It is precisely this expertise that makes the trading model possible in practice. Trading and shipping are a crucial combination, and the new ALNG has both. When we look at the ships' movements in recent weeks, it seems they are already in full swing building systems, testing structures, and generating activity. Therefore, I expect more exciting news to come and the q1 presentation will be the first opportunity to get answers on how far they have actually come. I am also curious to know one day who the new US investors are.
·23.4.Both ships are in motion, so a stock exchange announcement about new assignments at good rates should certainly come any time now. The rates are high and it doesn't look particularly positive for getting the Strait of Hormuz opened anytime soon, so there should be good opportunities for the company now.
·22.4.Why are there no analyst analyses for this?
·21.4.Both boats are now underway so we'll see where they end up....
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Vain PDF
60 päivää sitten
0,25 NOK/osake
Viimeisin osinko
0,00%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sitten · MuokattuInvestor News (Summary) Awilco LNG – A perfect storm of tailwinds The market is turned upside down The closure of the Strait of Hormuz in March/April 2026 is not a temporary disruption – it is a structural upheaval of the global LNG market. Nearly 20 % of the world's LNG supply is gone, and damage to Qatar's Ras Laffan facility means that up to 17 % of the country's capacity could be out of operation for 3–5 years. The great "LNG flood" that the market expected in 2026/27 is in practice delayed by at least two years. Awilco is in the right pool at the right time With Middle East volumes out of the picture, all desperate European demand is gathering around the remaining sources – USA, Norway, and Australia. Atlantic rates have exploded to $250 000 per day, and Awilco is running both its ships straight into this market on spot. What was a strategic risk in 2025 is now the company's greatest advantage. Five reasons why prices will not collapse Even if peace were to come tomorrow, the market is fundamentally tight: • EU ban on all Russian gas from March 2026 – a permanent gap that only LNG can fill • Stricter IMO rules (CII Phase 2) limit effective fleet capacity • China, India, and Southeast Asia continue the coal-to-gas switch regardless of geopolitics • European gas inventories at their lowest level since 2018 • New infrastructure projects delayed by capital costs and inflation From loser to super profit After a net loss of $11,2 million in 2025, the company is now positioned for a potentially record year. At current rate levels, Awilco can generate more EBITDA in one quarter than they did in the entire last year. The directed issue of 251 mill. kr in April gives them the backbone to stand in the market and fully utilize the upturn – in addition to the new trading platform ALNG opening up further upsides through price arbitrage. Conclusion Awilco LNG is a small company with two ships – but the two ships are in the right market, on the right contract, at the right time. The combination of structurally high rates, full spot exposure, and a new trading initiative makes this one of the most direct ways to play the LNG crisis on the Oslo Stock Exchange.
- ·2 päivää sitten · MuokattuMany are still discussing rates – but I think we are looking at the wrong thing here. In a TradeWinds article, it emerged that Ben Freeman and Paul Bartlett have been hired by ALNG Trading AS. The annual report for 2025 gave little information about what is being built, but now Freeman has updated his LinkedIn profile to President & Co-Founder @ ALNG Trading AS. This has made me more confident in the case and is in itself a strong signal about the direction the company is heading in. This also means that Awilco is no longer a traditional shipping company. Both ships are now in the spot market – no TC‑contracts. This is likely a conscious choice to have flexibility over predictability. It makes sense when you see what they are building: A trading platform that positions the ships where the opportunities are greatest. When you bring in two people who have built trading platforms before, one from Goldman Sachs and Javelin, and the other with extensive experience from Goldman Sachs, Morgan Stanley and Credit Suisse, you get a combination that is extremely important in this build-up. They represent a complete trading environment that encompasses strategy, structuring and operational execution. The important thing is, therefore, they have built similar things before and possess what it takes to succeed. The annual report states that ALNG Trading will be developed into a platform for structuring LNG‑transactions. But Freeman goes further in his LinkedIn description. He says that one should make money on the entire LNG‑value chain by buying and selling gas. This means they will use the ships, the market, and financial solutions to create new opportunities and utilize their positions better than a shipping company. The company is small, flexible, and will be able to make quick decisions. In my opinion, this is a much clearer and more ambitious description than what is stated in the annual report. At the same time, Awilco's shipping expertise fits perfectly into the overall picture. They know operations, risk, logistics, and vessels. It is precisely this expertise that makes the trading model possible in practice. Trading and shipping are a crucial combination, and the new ALNG has both. When we look at the ships' movements in recent weeks, it seems they are already in full swing building systems, testing structures, and generating activity. Therefore, I expect more exciting news to come and the q1 presentation will be the first opportunity to get answers on how far they have actually come. I am also curious to know one day who the new US investors are.
- ·23.4.Both ships are in motion, so a stock exchange announcement about new assignments at good rates should certainly come any time now. The rates are high and it doesn't look particularly positive for getting the Strait of Hormuz opened anytime soon, so there should be good opportunities for the company now.
- ·22.4.Why are there no analyst analyses for this?
- ·21.4.Both boats are now underway so we'll see where they end up....
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 740 | - | - | ||
| 25 | - | - | ||
| 785 | - | - | ||
| 1 500 | - | - | ||
| 141 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
2025 Q4 -tulosraportti
Vain PDF
60 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 | |
|---|---|
2026 Q1 -tulosraportti 20.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
0,25 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sitten · MuokattuInvestor News (Summary) Awilco LNG – A perfect storm of tailwinds The market is turned upside down The closure of the Strait of Hormuz in March/April 2026 is not a temporary disruption – it is a structural upheaval of the global LNG market. Nearly 20 % of the world's LNG supply is gone, and damage to Qatar's Ras Laffan facility means that up to 17 % of the country's capacity could be out of operation for 3–5 years. The great "LNG flood" that the market expected in 2026/27 is in practice delayed by at least two years. Awilco is in the right pool at the right time With Middle East volumes out of the picture, all desperate European demand is gathering around the remaining sources – USA, Norway, and Australia. Atlantic rates have exploded to $250 000 per day, and Awilco is running both its ships straight into this market on spot. What was a strategic risk in 2025 is now the company's greatest advantage. Five reasons why prices will not collapse Even if peace were to come tomorrow, the market is fundamentally tight: • EU ban on all Russian gas from March 2026 – a permanent gap that only LNG can fill • Stricter IMO rules (CII Phase 2) limit effective fleet capacity • China, India, and Southeast Asia continue the coal-to-gas switch regardless of geopolitics • European gas inventories at their lowest level since 2018 • New infrastructure projects delayed by capital costs and inflation From loser to super profit After a net loss of $11,2 million in 2025, the company is now positioned for a potentially record year. At current rate levels, Awilco can generate more EBITDA in one quarter than they did in the entire last year. The directed issue of 251 mill. kr in April gives them the backbone to stand in the market and fully utilize the upturn – in addition to the new trading platform ALNG opening up further upsides through price arbitrage. Conclusion Awilco LNG is a small company with two ships – but the two ships are in the right market, on the right contract, at the right time. The combination of structurally high rates, full spot exposure, and a new trading initiative makes this one of the most direct ways to play the LNG crisis on the Oslo Stock Exchange.
- ·2 päivää sitten · MuokattuMany are still discussing rates – but I think we are looking at the wrong thing here. In a TradeWinds article, it emerged that Ben Freeman and Paul Bartlett have been hired by ALNG Trading AS. The annual report for 2025 gave little information about what is being built, but now Freeman has updated his LinkedIn profile to President & Co-Founder @ ALNG Trading AS. This has made me more confident in the case and is in itself a strong signal about the direction the company is heading in. This also means that Awilco is no longer a traditional shipping company. Both ships are now in the spot market – no TC‑contracts. This is likely a conscious choice to have flexibility over predictability. It makes sense when you see what they are building: A trading platform that positions the ships where the opportunities are greatest. When you bring in two people who have built trading platforms before, one from Goldman Sachs and Javelin, and the other with extensive experience from Goldman Sachs, Morgan Stanley and Credit Suisse, you get a combination that is extremely important in this build-up. They represent a complete trading environment that encompasses strategy, structuring and operational execution. The important thing is, therefore, they have built similar things before and possess what it takes to succeed. The annual report states that ALNG Trading will be developed into a platform for structuring LNG‑transactions. But Freeman goes further in his LinkedIn description. He says that one should make money on the entire LNG‑value chain by buying and selling gas. This means they will use the ships, the market, and financial solutions to create new opportunities and utilize their positions better than a shipping company. The company is small, flexible, and will be able to make quick decisions. In my opinion, this is a much clearer and more ambitious description than what is stated in the annual report. At the same time, Awilco's shipping expertise fits perfectly into the overall picture. They know operations, risk, logistics, and vessels. It is precisely this expertise that makes the trading model possible in practice. Trading and shipping are a crucial combination, and the new ALNG has both. When we look at the ships' movements in recent weeks, it seems they are already in full swing building systems, testing structures, and generating activity. Therefore, I expect more exciting news to come and the q1 presentation will be the first opportunity to get answers on how far they have actually come. I am also curious to know one day who the new US investors are.
- ·23.4.Both ships are in motion, so a stock exchange announcement about new assignments at good rates should certainly come any time now. The rates are high and it doesn't look particularly positive for getting the Strait of Hormuz opened anytime soon, so there should be good opportunities for the company now.
- ·22.4.Why are there no analyst analyses for this?
- ·21.4.Both boats are now underway so we'll see where they end up....
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 740 | - | - | ||
| 25 | - | - | ||
| 785 | - | - | ||
| 1 500 | - | - | ||
| 141 | - | - |
Välittäjätilasto
Dataa ei löytynyt