2025 Q4 -tulosraportti
82 päivää sitten
‧1 t 33 min
0,39 USD/osake
Irtoamispäivä 13.5.
4,17%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 99 | - | - | ||
| 473 | - | - | ||
| 100 | - | - | ||
| 100 | - | - | ||
| 700 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 | ||
2024 Q4 -tulosraportti 5.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sitten · MuokattuRefinery = the big bottleneck I think the situation has similarities with the Refinery and Product Crisis in 2007 (but now triggered by the supply side, not demand). Strategic reserves don't last forever - only a few months… Is there something the market hasn't understood? https://www.energyaspects.com/resources/insights/the-product-crisis-building-behind-the-crude-headlines?utm_source=linkedin&utm_medium=organic-social&utm_campaign=oil-products&utm_id=oil-products&utm_term=post1&utm_content=the-product-crisis-building-behind-the-crude-headlines-blog Oil price estimates up: Giant raises price estimates Goldman Sachs has increased its oil price estimates, writes Bloomberg. The financial giant now estimates a price of 90 dollars a barrel in the fourth quarter, up from a previous 80 dollars a barrel. That is almost 30 dollars higher than the estimate before the Hormuz shock. For the current quarter, Goldman expects an average price of 100 dollars a barrel, and for the third quarter, they estimate an average price of 93 dollars a barrel. Morgan Stanley expects an average price of 110 dollars a barrel in the second quarter, 100 dollars a barrel in the third quarter, and 90 dollars a barrel in the fourth quarter, writes Bloomberg. Rystad Energy also expects long-lasting effects. "We do not share our estimates, but we expect a high price in the coming years as well," says Nysveen.
·8 t sittenThe market does NOT price in the realities yet. Brent around 107–108 USD is not a price that reflects: 76 installations out of commission 6 large GCC‑facilities with long-term damage 20 % of global LNG‑capacity impaired (Ras Laffan + South Pars) Several million barrels/day in refined capacity gone Hormuz and Bab el‑Mandeb practically partially closed The market is still trading on hope for normalization, not on physical reality. This means that Equinor is priced for a "normal" market, while we are in the biggest supply crisis since 1973.
·5 t sittenWent onto e24 now and see Brent spot up approx 2.5% to approx 108-9 checked the price and..Equinor ended in red? Is someone reading the book upside down?😅·4 t sittenMadness, the physical market is selling much higher- ·11 t sitten · MuokattuEquinor heavily underpriced Equinor's multiples are ridiculously low. They have an exciting drilling program - low risk, good reward, to extract more from existing discoveries on the Norwegian continental shelf. Sells at a premium. The market forgets their trading organization. Tends to deliver very well when the market is characterized by high volatility. They have physical assets. Mongstad - converting to larger jet fuel production Equinor extremely popular among customers Extremely good position related to gas. The Iran-USA crisis further delays the opening of the Strait of Hormuz. 150 in oil price during the summer (strategic reserves are decreasing). For every week the market believes the Strait of Hormuz will remain closed, the oil price can increase by an average of five dollars. In June, the price can reach at least 150 dollars, believes chief analyst Bjarne Schieldrop. Oil price very sensitive. Dependent on Strategic reserves and that Yanbu keeps chugging along…. Europe relies on gas for Power. Complicated negotiations with Iran. Clearly, USA's leaders should have taken a cross culture communication course. Now Russia is involved! What a mess! Iran’s Foreign Minister Abbas Araghchi arrives in Russia for talks with President Vladimir Putin, as Tehran steps up diplomatic efforts to end the war with the US. https://aje.news/ogpzb9 Renewables are toned down. ROI matters. The future investment is less risky. Expect better multiples going forward. A more correct price trajectory is 500-650 (as I assess it).·4 t sittenThe parties are still far apart.s Ref. cnbc Iran has offered to reopen the Strait of Hormuz if the U.S. lifts its blockade of Iranian ports and the war ends, while setting aside negotiations on its nuclear ambitions for a later date, Axios and The Associated Press reported Monday. It is unclear if President Donald Trump, who has vowed not to lift the blockade until a deal with Iran is "100% complete," will entertain the reported offer to end the 2-month-old war. Secretary of State Marco Rubio in a Fox News interview later Monday morning appeared to pour cold water on any Iranian proposal to clear the strategically vital strait. "What they mean by opening the straits is, 'Yes, the straits are open, as long as you coordinate with Iran, get our permission, or we'll blow you up and you pay us,'" Rubio said, when asked about Trump's claim Saturday that Iran had sent a "much better" offer. "That's not opening the straits. Those are international waterways. They cannot normalize, nor can we tolerate them trying to normalize, a system in which the Iranians decide who gets to use an international waterway and how much you have to pay them to use it," Rubio said. White House press secretary Karoline Leavitt said she will brief reporters at 1 p.m. ET. The Trump administration has repeatedly insisted the central goal of the conflict is keeping Iran from ever obtaining a nuclear weapon. "Everything will be peanuts compared to that, if they ever were given a nuclear weapon," Trump said Saturday night when he spoke to reporters at the White House after a shooting at the White House Correspondents' Dinner. But efforts at a diplomatic solution appeared to hit a sudden roadblock over the weekend
·13 t sittenForecasts 150 $ a barrel in June https://www.dn.no/olje/oljemarkedet/iran-krigen/bjarne-schieldrop/analysesjef-advarer-vi-lever-pa-lante-oljefat/2-1-1980923
·12 t sittenWeeks pass and the strait is closed. We are already in the scenario that was considered worst case at the start of the war. Hypothetically, if the war had ended today, it would still have taken months before ships had set their route to the Gulf. It goes without saying that shipowners are sending their ships to the USA these days. We also have no idea about the effect of destroyed infrastructure before trade has normalized.
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
82 päivää sitten
‧1 t 33 min
0,39 USD/osake
Irtoamispäivä 13.5.
4,17%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 · MuokattuRefinery = the big bottleneck I think the situation has similarities with the Refinery and Product Crisis in 2007 (but now triggered by the supply side, not demand). Strategic reserves don't last forever - only a few months… Is there something the market hasn't understood? https://www.energyaspects.com/resources/insights/the-product-crisis-building-behind-the-crude-headlines?utm_source=linkedin&utm_medium=organic-social&utm_campaign=oil-products&utm_id=oil-products&utm_term=post1&utm_content=the-product-crisis-building-behind-the-crude-headlines-blog Oil price estimates up: Giant raises price estimates Goldman Sachs has increased its oil price estimates, writes Bloomberg. The financial giant now estimates a price of 90 dollars a barrel in the fourth quarter, up from a previous 80 dollars a barrel. That is almost 30 dollars higher than the estimate before the Hormuz shock. For the current quarter, Goldman expects an average price of 100 dollars a barrel, and for the third quarter, they estimate an average price of 93 dollars a barrel. Morgan Stanley expects an average price of 110 dollars a barrel in the second quarter, 100 dollars a barrel in the third quarter, and 90 dollars a barrel in the fourth quarter, writes Bloomberg. Rystad Energy also expects long-lasting effects. "We do not share our estimates, but we expect a high price in the coming years as well," says Nysveen.
- ·8 t sittenThe market does NOT price in the realities yet. Brent around 107–108 USD is not a price that reflects: 76 installations out of commission 6 large GCC‑facilities with long-term damage 20 % of global LNG‑capacity impaired (Ras Laffan + South Pars) Several million barrels/day in refined capacity gone Hormuz and Bab el‑Mandeb practically partially closed The market is still trading on hope for normalization, not on physical reality. This means that Equinor is priced for a "normal" market, while we are in the biggest supply crisis since 1973.·5 t sittenWent onto e24 now and see Brent spot up approx 2.5% to approx 108-9 checked the price and..Equinor ended in red? Is someone reading the book upside down?😅·4 t sittenMadness, the physical market is selling much higher
- ·11 t sitten · MuokattuEquinor heavily underpriced Equinor's multiples are ridiculously low. They have an exciting drilling program - low risk, good reward, to extract more from existing discoveries on the Norwegian continental shelf. Sells at a premium. The market forgets their trading organization. Tends to deliver very well when the market is characterized by high volatility. They have physical assets. Mongstad - converting to larger jet fuel production Equinor extremely popular among customers Extremely good position related to gas. The Iran-USA crisis further delays the opening of the Strait of Hormuz. 150 in oil price during the summer (strategic reserves are decreasing). For every week the market believes the Strait of Hormuz will remain closed, the oil price can increase by an average of five dollars. In June, the price can reach at least 150 dollars, believes chief analyst Bjarne Schieldrop. Oil price very sensitive. Dependent on Strategic reserves and that Yanbu keeps chugging along…. Europe relies on gas for Power. Complicated negotiations with Iran. Clearly, USA's leaders should have taken a cross culture communication course. Now Russia is involved! What a mess! Iran’s Foreign Minister Abbas Araghchi arrives in Russia for talks with President Vladimir Putin, as Tehran steps up diplomatic efforts to end the war with the US. https://aje.news/ogpzb9 Renewables are toned down. ROI matters. The future investment is less risky. Expect better multiples going forward. A more correct price trajectory is 500-650 (as I assess it).·4 t sittenThe parties are still far apart.s Ref. cnbc Iran has offered to reopen the Strait of Hormuz if the U.S. lifts its blockade of Iranian ports and the war ends, while setting aside negotiations on its nuclear ambitions for a later date, Axios and The Associated Press reported Monday. It is unclear if President Donald Trump, who has vowed not to lift the blockade until a deal with Iran is "100% complete," will entertain the reported offer to end the 2-month-old war. Secretary of State Marco Rubio in a Fox News interview later Monday morning appeared to pour cold water on any Iranian proposal to clear the strategically vital strait. "What they mean by opening the straits is, 'Yes, the straits are open, as long as you coordinate with Iran, get our permission, or we'll blow you up and you pay us,'" Rubio said, when asked about Trump's claim Saturday that Iran had sent a "much better" offer. "That's not opening the straits. Those are international waterways. They cannot normalize, nor can we tolerate them trying to normalize, a system in which the Iranians decide who gets to use an international waterway and how much you have to pay them to use it," Rubio said. White House press secretary Karoline Leavitt said she will brief reporters at 1 p.m. ET. The Trump administration has repeatedly insisted the central goal of the conflict is keeping Iran from ever obtaining a nuclear weapon. "Everything will be peanuts compared to that, if they ever were given a nuclear weapon," Trump said Saturday night when he spoke to reporters at the White House after a shooting at the White House Correspondents' Dinner. But efforts at a diplomatic solution appeared to hit a sudden roadblock over the weekend
- ·13 t sittenForecasts 150 $ a barrel in June https://www.dn.no/olje/oljemarkedet/iran-krigen/bjarne-schieldrop/analysesjef-advarer-vi-lever-pa-lante-oljefat/2-1-1980923·12 t sittenWeeks pass and the strait is closed. We are already in the scenario that was considered worst case at the start of the war. Hypothetically, if the war had ended today, it would still have taken months before ships had set their route to the Gulf. It goes without saying that shipowners are sending their ships to the USA these days. We also have no idea about the effect of destroyed infrastructure before trade has normalized.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 99 | - | - | ||
| 473 | - | - | ||
| 100 | - | - | ||
| 100 | - | - | ||
| 700 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 | ||
2024 Q4 -tulosraportti 5.2.2025 |
2025 Q4 -tulosraportti
82 päivää sitten
‧1 t 33 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 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 | ||
2024 Q4 -tulosraportti 5.2.2025 |
0,39 USD/osake
Irtoamispäivä 13.5.
4,17%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sitten · MuokattuRefinery = the big bottleneck I think the situation has similarities with the Refinery and Product Crisis in 2007 (but now triggered by the supply side, not demand). Strategic reserves don't last forever - only a few months… Is there something the market hasn't understood? https://www.energyaspects.com/resources/insights/the-product-crisis-building-behind-the-crude-headlines?utm_source=linkedin&utm_medium=organic-social&utm_campaign=oil-products&utm_id=oil-products&utm_term=post1&utm_content=the-product-crisis-building-behind-the-crude-headlines-blog Oil price estimates up: Giant raises price estimates Goldman Sachs has increased its oil price estimates, writes Bloomberg. The financial giant now estimates a price of 90 dollars a barrel in the fourth quarter, up from a previous 80 dollars a barrel. That is almost 30 dollars higher than the estimate before the Hormuz shock. For the current quarter, Goldman expects an average price of 100 dollars a barrel, and for the third quarter, they estimate an average price of 93 dollars a barrel. Morgan Stanley expects an average price of 110 dollars a barrel in the second quarter, 100 dollars a barrel in the third quarter, and 90 dollars a barrel in the fourth quarter, writes Bloomberg. Rystad Energy also expects long-lasting effects. "We do not share our estimates, but we expect a high price in the coming years as well," says Nysveen.
- ·8 t sittenThe market does NOT price in the realities yet. Brent around 107–108 USD is not a price that reflects: 76 installations out of commission 6 large GCC‑facilities with long-term damage 20 % of global LNG‑capacity impaired (Ras Laffan + South Pars) Several million barrels/day in refined capacity gone Hormuz and Bab el‑Mandeb practically partially closed The market is still trading on hope for normalization, not on physical reality. This means that Equinor is priced for a "normal" market, while we are in the biggest supply crisis since 1973.·5 t sittenWent onto e24 now and see Brent spot up approx 2.5% to approx 108-9 checked the price and..Equinor ended in red? Is someone reading the book upside down?😅·4 t sittenMadness, the physical market is selling much higher
- ·11 t sitten · MuokattuEquinor heavily underpriced Equinor's multiples are ridiculously low. They have an exciting drilling program - low risk, good reward, to extract more from existing discoveries on the Norwegian continental shelf. Sells at a premium. The market forgets their trading organization. Tends to deliver very well when the market is characterized by high volatility. They have physical assets. Mongstad - converting to larger jet fuel production Equinor extremely popular among customers Extremely good position related to gas. The Iran-USA crisis further delays the opening of the Strait of Hormuz. 150 in oil price during the summer (strategic reserves are decreasing). For every week the market believes the Strait of Hormuz will remain closed, the oil price can increase by an average of five dollars. In June, the price can reach at least 150 dollars, believes chief analyst Bjarne Schieldrop. Oil price very sensitive. Dependent on Strategic reserves and that Yanbu keeps chugging along…. Europe relies on gas for Power. Complicated negotiations with Iran. Clearly, USA's leaders should have taken a cross culture communication course. Now Russia is involved! What a mess! Iran’s Foreign Minister Abbas Araghchi arrives in Russia for talks with President Vladimir Putin, as Tehran steps up diplomatic efforts to end the war with the US. https://aje.news/ogpzb9 Renewables are toned down. ROI matters. The future investment is less risky. Expect better multiples going forward. A more correct price trajectory is 500-650 (as I assess it).·4 t sittenThe parties are still far apart.s Ref. cnbc Iran has offered to reopen the Strait of Hormuz if the U.S. lifts its blockade of Iranian ports and the war ends, while setting aside negotiations on its nuclear ambitions for a later date, Axios and The Associated Press reported Monday. It is unclear if President Donald Trump, who has vowed not to lift the blockade until a deal with Iran is "100% complete," will entertain the reported offer to end the 2-month-old war. Secretary of State Marco Rubio in a Fox News interview later Monday morning appeared to pour cold water on any Iranian proposal to clear the strategically vital strait. "What they mean by opening the straits is, 'Yes, the straits are open, as long as you coordinate with Iran, get our permission, or we'll blow you up and you pay us,'" Rubio said, when asked about Trump's claim Saturday that Iran had sent a "much better" offer. "That's not opening the straits. Those are international waterways. They cannot normalize, nor can we tolerate them trying to normalize, a system in which the Iranians decide who gets to use an international waterway and how much you have to pay them to use it," Rubio said. White House press secretary Karoline Leavitt said she will brief reporters at 1 p.m. ET. The Trump administration has repeatedly insisted the central goal of the conflict is keeping Iran from ever obtaining a nuclear weapon. "Everything will be peanuts compared to that, if they ever were given a nuclear weapon," Trump said Saturday night when he spoke to reporters at the White House after a shooting at the White House Correspondents' Dinner. But efforts at a diplomatic solution appeared to hit a sudden roadblock over the weekend
- ·13 t sittenForecasts 150 $ a barrel in June https://www.dn.no/olje/oljemarkedet/iran-krigen/bjarne-schieldrop/analysesjef-advarer-vi-lever-pa-lante-oljefat/2-1-1980923·12 t sittenWeeks pass and the strait is closed. We are already in the scenario that was considered worst case at the start of the war. Hypothetically, if the war had ended today, it would still have taken months before ships had set their route to the Gulf. It goes without saying that shipowners are sending their ships to the USA these days. We also have no idea about the effect of destroyed infrastructure before trade has normalized.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 99 | - | - | ||
| 473 | - | - | ||
| 100 | - | - | ||
| 100 | - | - | ||
| 700 | - | - |
Välittäjätilasto
Dataa ei löytynyt