2026 Q2 - tulosraportti
Vain PDF
52 päivää sitten
0,2292 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 27 438 | - | - | ||
| 1 500 | - | - | ||
| 1 | - | - | ||
| 370 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 19.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
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
·19 t sittenA bit scary when you enter a forum and very many are positive but almost everyone has closed portfolios.
Had ALNG only been freight, I would have stayed far away. Since they have a trading department that can rake in tens of millions of USD on a single cargo, the case is very interesting. Even if both ships were to end up in dock, they can hire other available ships in the spot market at a fraction of the arbitrage profit. There probably won't be any dividend here for quite a while. They will likely prioritize building capital to be able to execute even more trades, and reduce debt. Everything depends on how lucrative the trade becomes and how many they manage to complete in the quarter. @Mr Brolin Don't have an open portfolio because my funds are with DNB. I can report, however, that I have put 100% of my funds into this one. Time will tell if I hit the mark.- ·30.9.Germany orders SEFE to buy 8TWh LNG by December 15. Looks like we are going from quiet panic to full public panic. India, low hydro power, flooded coal mines - must buy expensive diesel or slightly cheaper LNG. JKM / TTF arbitrage is holding steady at around 1.34 USD the last 7 days, will push the ships towards Asia instead of the EU. Ties up more tonnage. On September 24, Beijing ordered its traders to stop diverting cargoes to other markets, all contracted LNG cargo must go to China instead. EU with high probability postpones the methane tax by 1 year, this will make it cheaper for ALNG ships to discharge within the EU.Pure speculation: Wilpride is heading west towards Sri Lanka without a scheduled destination. It may be that they are trying to buy a cargo from a terminal in Oman and deliver this to a nearby Asian country, possibly India which is struggling with coal shortages and now has rolling blackouts. India is 3-4 days sailing time away from Oman. The gross profit could be up to 15 mill USD on the cargo. The freight profit will however be minimal.
·26.9.Is there anyone here who has an estimate of what one can hope for/expect their trading desk to bring in for the year?Let Gemini sin pro model calculate the profit of a single cargo in a USA - EU scenario. Prerequisite was 3 USD HH, and TTF at 25 USD (this reflects today's spot price). Fees, charges, and all potential expenses baked in. Also included CO2 quota fee. The profit ended up between 54 and 62 mill USD. Given around 75% dividend, we are talking over 2kr per share for a single cargo. Now, I wouldn't think the dividend would be in this order of magnitude in the beginning since it costs around 25 mill USD to buy a new cargo. But it testifies that this trading department has the opportunity to put ALNG on par with BW LPG in the long run.
·24.9. · MuokattuRates need to go over 40k. 100k/day is not unusual in the winter, but a lot of new two-stroke tonnage could keep rates down. But e.g. 50k+ through the winter will help the bottom line - and the share price. Everyone is waiting for this, clearly.
- ·22.9.It is rumored that China may remove 15% tariffs on American LNG in connection with the meeting in 2 days, this in connection with the $30 billion trade package. If this happens, profits will likely improve significantly. This may also cause panic ahead of the winter season (ref low inventories) and force freight rates up further.Counter-notice: Trump and China have agreed on trade regarding non-sensitive goods, to be published on Monday. Would assume that LNG is a non-sensitive good.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
Vain PDF
52 päivää sitten
0,2292 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
- ·19 t sittenA bit scary when you enter a forum and very many are positive but almost everyone has closed portfolios.Had ALNG only been freight, I would have stayed far away. Since they have a trading department that can rake in tens of millions of USD on a single cargo, the case is very interesting. Even if both ships were to end up in dock, they can hire other available ships in the spot market at a fraction of the arbitrage profit. There probably won't be any dividend here for quite a while. They will likely prioritize building capital to be able to execute even more trades, and reduce debt. Everything depends on how lucrative the trade becomes and how many they manage to complete in the quarter. @Mr Brolin Don't have an open portfolio because my funds are with DNB. I can report, however, that I have put 100% of my funds into this one. Time will tell if I hit the mark.
- ·30.9.Germany orders SEFE to buy 8TWh LNG by December 15. Looks like we are going from quiet panic to full public panic. India, low hydro power, flooded coal mines - must buy expensive diesel or slightly cheaper LNG. JKM / TTF arbitrage is holding steady at around 1.34 USD the last 7 days, will push the ships towards Asia instead of the EU. Ties up more tonnage. On September 24, Beijing ordered its traders to stop diverting cargoes to other markets, all contracted LNG cargo must go to China instead. EU with high probability postpones the methane tax by 1 year, this will make it cheaper for ALNG ships to discharge within the EU.Pure speculation: Wilpride is heading west towards Sri Lanka without a scheduled destination. It may be that they are trying to buy a cargo from a terminal in Oman and deliver this to a nearby Asian country, possibly India which is struggling with coal shortages and now has rolling blackouts. India is 3-4 days sailing time away from Oman. The gross profit could be up to 15 mill USD on the cargo. The freight profit will however be minimal.
- ·26.9.Is there anyone here who has an estimate of what one can hope for/expect their trading desk to bring in for the year?Let Gemini sin pro model calculate the profit of a single cargo in a USA - EU scenario. Prerequisite was 3 USD HH, and TTF at 25 USD (this reflects today's spot price). Fees, charges, and all potential expenses baked in. Also included CO2 quota fee. The profit ended up between 54 and 62 mill USD. Given around 75% dividend, we are talking over 2kr per share for a single cargo. Now, I wouldn't think the dividend would be in this order of magnitude in the beginning since it costs around 25 mill USD to buy a new cargo. But it testifies that this trading department has the opportunity to put ALNG on par with BW LPG in the long run.
- ·24.9. · MuokattuRates need to go over 40k. 100k/day is not unusual in the winter, but a lot of new two-stroke tonnage could keep rates down. But e.g. 50k+ through the winter will help the bottom line - and the share price. Everyone is waiting for this, clearly.
- ·22.9.It is rumored that China may remove 15% tariffs on American LNG in connection with the meeting in 2 days, this in connection with the $30 billion trade package. If this happens, profits will likely improve significantly. This may also cause panic ahead of the winter season (ref low inventories) and force freight rates up further.Counter-notice: Trump and China have agreed on trade regarding non-sensitive goods, to be published on Monday. Would assume that LNG is a non-sensitive good.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 27 438 | - | - | ||
| 1 500 | - | - | ||
| 1 | - | - | ||
| 370 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 19.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
Vain PDF
52 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 19.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,2292 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·19 t sittenA bit scary when you enter a forum and very many are positive but almost everyone has closed portfolios.Had ALNG only been freight, I would have stayed far away. Since they have a trading department that can rake in tens of millions of USD on a single cargo, the case is very interesting. Even if both ships were to end up in dock, they can hire other available ships in the spot market at a fraction of the arbitrage profit. There probably won't be any dividend here for quite a while. They will likely prioritize building capital to be able to execute even more trades, and reduce debt. Everything depends on how lucrative the trade becomes and how many they manage to complete in the quarter. @Mr Brolin Don't have an open portfolio because my funds are with DNB. I can report, however, that I have put 100% of my funds into this one. Time will tell if I hit the mark.
- ·30.9.Germany orders SEFE to buy 8TWh LNG by December 15. Looks like we are going from quiet panic to full public panic. India, low hydro power, flooded coal mines - must buy expensive diesel or slightly cheaper LNG. JKM / TTF arbitrage is holding steady at around 1.34 USD the last 7 days, will push the ships towards Asia instead of the EU. Ties up more tonnage. On September 24, Beijing ordered its traders to stop diverting cargoes to other markets, all contracted LNG cargo must go to China instead. EU with high probability postpones the methane tax by 1 year, this will make it cheaper for ALNG ships to discharge within the EU.Pure speculation: Wilpride is heading west towards Sri Lanka without a scheduled destination. It may be that they are trying to buy a cargo from a terminal in Oman and deliver this to a nearby Asian country, possibly India which is struggling with coal shortages and now has rolling blackouts. India is 3-4 days sailing time away from Oman. The gross profit could be up to 15 mill USD on the cargo. The freight profit will however be minimal.
- ·26.9.Is there anyone here who has an estimate of what one can hope for/expect their trading desk to bring in for the year?Let Gemini sin pro model calculate the profit of a single cargo in a USA - EU scenario. Prerequisite was 3 USD HH, and TTF at 25 USD (this reflects today's spot price). Fees, charges, and all potential expenses baked in. Also included CO2 quota fee. The profit ended up between 54 and 62 mill USD. Given around 75% dividend, we are talking over 2kr per share for a single cargo. Now, I wouldn't think the dividend would be in this order of magnitude in the beginning since it costs around 25 mill USD to buy a new cargo. But it testifies that this trading department has the opportunity to put ALNG on par with BW LPG in the long run.
- ·24.9. · MuokattuRates need to go over 40k. 100k/day is not unusual in the winter, but a lot of new two-stroke tonnage could keep rates down. But e.g. 50k+ through the winter will help the bottom line - and the share price. Everyone is waiting for this, clearly.
- ·22.9.It is rumored that China may remove 15% tariffs on American LNG in connection with the meeting in 2 days, this in connection with the $30 billion trade package. If this happens, profits will likely improve significantly. This may also cause panic ahead of the winter season (ref low inventories) and force freight rates up further.Counter-notice: Trump and China have agreed on trade regarding non-sensitive goods, to be published on Monday. Would assume that LNG is a non-sensitive good.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 27 438 | - | - | ||
| 1 500 | - | - | ||
| 1 | - | - | ||
| 370 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt