2026 Q1 -tulosraportti
46 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,63%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 515 | - | - | ||
| 31 | - | - | ||
| 700 | - | - | ||
| 10 | - | - | ||
| 100 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
3 t sitten · Muokattu3 t sitten · MuokattuOil Into Year-End 2026: Bear, Base and Bull Case Brent trades around $79.84 — down 23% over three months as the Hormuz reopening unwinds the war premium, but still up 30% year-to-date after the spring spike above $110. The market has round-tripped from pre-war levels near $70, through the wartime peak, back to roughly where the base case below would put it. If global oil inventories are drawn down sharply and then need rebuilding, this adds demand on top of normal consumption. Example: world demand runs ~105 million bpd. Restocking just 500 million barrels over a year adds nearly 1.4 million bpd — and the market is often balanced within a few hundred thousand bpd, so even modest shifts move prices. Notably, OECD government inventories fell to their lowest level since December 1990 in May 2026, per the IEA, after months of emergency releases during the crisis. If the US, China and Europe all rebuild reserves simultaneously ahead, that's an added demand engine. The price impact depends on OPEC+ spare capacity: ample capacity absorbs restocking easily; a tight market amplifies it. Bear case ($55–70 Brent) Supply outpaces demand. The IEA's June report sees supply surging ~8 million bpd to 110.3 mb/d in 2027 as Middle East exports recover, against demand growth of just 2 million bpd — a 5+ million bpd surplus. J.P. Morgan's base case is Brent averaging ~$60/bbl for 2026, citing soft fundamentals once the risk premium unwinds — looking prescient given current pricing. Base case ($75–90 Brent) Adequately supplied but carrying a lasting risk premium. OPEC+ manages output to avoid a collapse; shipping risk and restocking offset much of the surplus narrative. Current pricing near $79.84 sits right in this range. Bull case ($100–130+ Brent) Requires a fresh shock — renewed Hormuz disruption, sanctions, or infrastructure damage. The IEA itself warned inventories "could plunge further to historic lows" before the 2027 surplus arrives; with stocks already depleted, a new disruption could push Brent back above $100, as it briefly did this spring. OPEC's separate long-term outlook sees no demand peak through 2050, projecting 124 mb/d by mid-century — a structural counterweight to the IEA's surplus view. The debate is whether fundamentals or geopolitics dominate. Fundamentals point to rising supply and lower prices over time; geopolitics points to recurring spikes whenever the market grows complacent. The past year's chart — flat, vertical spike, steep retracement — illustrates both forces taking turns. Question for investors: With Brent back near $80 and the risk premium mostly unwound, are you positioning for the IEA's surplus narrative, or do depleted inventories leave the market one headline away from snapping back toward the bull case? Not investment advice. This reflects my personal analysis and market view. Sources - IEA, Oil Market Report – June 2026: https://www.iea.org/reports/oil-market-report-june-2026 - J.P. Morgan Global Research, Oil Price Forecast 2026: https://www.jpmorgan.com/insights/global-research/commodities/oil-prices - Reuters (via BOE Report), "IEA sees significant 2027 oil surplus after Hormuz recovery," 17 June 2026: https://boereport.com/2026/06/17/iea-sees-significant-2027-oil-surplus-after-hormuz-recovery/ - Reuters (via The Globe and Mail), "OPEC sticks to robust oil demand outlook, sees no peak to 2050," 18 June 2026: https://www.theglobeandmail.com/business/industry-news/energy-and-resources/article-opec-global-oil-demand-outlook-2050/ - CNN Business, "More than 1 billion barrels of oil have gone missing," 19 June 2026: https://edition.cnn.com/2026/06/19/business/oil-price-supply-inventories- 13 t sitten13 t sittenHow Both Iran and the US Bend the Rules in the Hormuz Standoff Markets cheered the peace deal last week, but both sides are still operating with considerable room outside what's formally agreed. Iran leans on its shadow fleet: tankers switch off AIS transponders and transfer oil ship-to-ship in international waters, allowing Iranian crude from Kharg Island to still reach China despite sanctions. The cost is rising, though — the spread to Brent has widened from roughly one dollar to nearly eight dollars per barrel over the past year, as middlemen demand ever-higher risk premiums. The US, meanwhile, enforces selectively. The Navy has boarded stateless tankers like M/T Tifani after ship-to-ship transfers from Iran to China, while other China-linked vessels, such as "Rich Starry" (owned by sanctioned operator Shanghai Xuanrun Shipping), have been allowed through Hormuz during an active blockade. Trump has also used fees as a bargaining chip — no "tolls" for the next 60 days, but leaving the door open to impose them later. Iran is doing the same through its new port authority, PGSA: free insurance today, with stated room to add fees down the line. Both sides therefore have built-in incentives to keep the system murky — Iran to secure revenue, the US to retain flexibility. SEB chief analyst Bjarne Schieldrop notes the deal is far from "watertight." Question for discussion: How much of today's oil price calm reflects the deal actually holding — and how much simply reflects that neither side has tested it yet? Not investment advice, just my own analysis. Do your own research before making investment decisions. Sources: - https://geopolitika.no/hvordan-iransk-olje-nar-kina-til-tross-for-sanksjonene/ - https://www.foxnews.com/politics/us-interdicts-stateless-sanctioned-tanker-sailing-iran-china - https://www.nrk.no/norge/usa-blokkerer-hormuzstredet_-skip-matte-snu-1.17845634 - https://e24.no/energi-og-klima/i/n1mAbx/advarer-mot-oljejubel-vi-er-ikke-i-maal
·5 t sittenThe conclusion must be that prices are "low" now because a large part of the loss has been absorbed by inventories and the fact that China has bought almost nothing for 4 months. That the market is optimistic and looks at every positive news with excessive enthusiasm. 
·19 t sittenSo we were back where we started….
·18 t sittenHope it will be reflected in the price...reacted "badly" to the oil price yesterday- ·1 päivä sitten · MuokattuWitkoff, Kushner and Araghchi to Switzerland – what does that mean for silver? Last night, Axios, reported among others by VG, announced that Trump's special envoy Steve Witkoff is on his way to Switzerland for the first round of nuclear negotiations between the USA and Iran, with Jared Kushner already in the country. Iran's Foreign Minister Abbas Araghchi is scheduled to travel the same way, but the exact meeting time is currently uncertain. The talks were originally supposed to start on Friday but were postponed because the fighting between Israel and Hizbollah in Southern Lebanon escalated. Only when a ceasefire was established on Friday evening was there again room to move the Switzerland track forward. In the background is a 14-point memorandum of understanding that was signed earlier this week, opening a 60-day window to negotiate a more lasting solution to Iran's nuclear program and the reopening of the Strait of Hormuz. What makes this relevant beyond the Middle East news is how it plays into the chain geopolitics → oil → inflation → Fed → real interest rates → silver, which I have followed throughout this conflict. Real progress in Switzerland, with a stable solution for Hormuz, would in isolation curb oil price risk and thus take some of the inflationary pressure off Fed's plate – which is initially negative for the safe-haven demand that has lifted silver. At the same time, the process is fragile: negotiations have already been postponed once this week due to Lebanon, Israel has publicly signaled that the draft agreement does not meet their demands for uranium enrichment and missile program, and the 60-day window means that uncertainty will not disappear with one meeting in Switzerland. As long as the market does not have a final, sustainable outcome to price in, I believe the geopolitical risk premium in silver will persist – but it may gradually weaken if the talks actually deliver concrete results going forward. The technical picture for silver is unchanged from previous analyses: $62 now functions as support, 90 dollars is resistance, and 117 dollars is the upper resistance level according to Investtech charts. Fundamentally, the Silver Institute's estimated supply deficit of around 46.3 million ounces for 2026 still underlies as a structural support factor, regardless of what happens in Switzerland. My only current position is AuAg Silver Bullet, which, with its exposure to silver mining companies (approximately 2–3x beta against the spot price), makes these fluctuations particularly noticeable. Sources: https://www.vg.no/nyheter/i/JOvoXX/trump-utsending-og-iransk-minister-til-samtaler-i-sveitshttps://www.axios.com/2026/06/19/iran-talks-switzerland-witkoff-vancehttps://tribune.com.pk/story/2614209/trump-envoy-iranian-minister-head-to-switzerland-for-talks-axios What do you think: can a breakthrough in Switzerland actually be the start of a lasting de-escalation that takes the air out of the silver rally, or is the process too fragile and full of caveats (Israel, Lebanon, the 60-day window) for the market to dare to price it in yet? This is not investment advice, only my own reflections and analyses. Always make your own assessments before investing.
·1 päivä sittenThis is just speculation on my part, so take that into account. A little history before I say what I believe. Silver and oil have had the same ups and downs, different explanations for why, but I think this might be relevant here: Be careful and it's never wrong to take profit or loss! Follow your plan, not what others tell you. Let's rewind to the financial crisis, silver surged upwards when market uncertainty rose. It then stabilized at 32 dollars an ounce, sank to 22, before it was down to around 14. There was good flow in the rest of the economic market. Despite small stepbacks. Silver was a no-brainer, you shouldn't invest in it. The return was negative. Only as a hedge for cautious investors. Then it picked up speed again. It really took off! Winter 26 was the peak, many positive, «this time is different.» China imposes export ban, futures contracts required physical delivery and good interest rates for lending physical silver on the exchanges. The gold/silver ratio was sky-high and gold hasn't been idle either. The market was positive and optimistic. More investors arrived, this is going to the moon! Then it sank quickly and brutally. Money was taken off the table by the big players first, then new speculators get burned, while gaining valuable experience. They got burned by following the herd misled by predictions. Here is mine: Silver is industrially necessary in, for example, solar cells, but also other electronic components due to the conductive properties of the precious metal. Hard research is being done in China, among other places, to find cheaper solutions. Think what that can do to their EV production! The solutions will be adopted by other industries, this is so-called innovation. Jewelry production: a concrete example: Pandora, one of the world's largest jewelry manufacturers, is moving away from silver to other types of alloys in its production. The market has interpreted this positively, just look at the company's share price. Hedge/investment: silver is often referred to as poor man's gold. Countries that distrust their country's authorities, partly due to insane inflation, tend to place their savings in something they know «preserves its value.» In Shanghai there was a premium on silver even when prices on Comex and London were high. India and former colonial states in Asia and Africa have the same. I believe demand from "retail investors" will sustain prices. Especially if gold continues to rise, many countries choose gold over US government bonds. That drives prices up, while prices become too high for the poor man. They then choose poor man's gold. The gold/silver ratio is something to keep an eye on. If I draw a parallel to the oil market, what is oil selling for in the North Sea now, and is there backwardation? One must pay attention, not just look at futures prices. The oil crisis around 2014 was also insane! If something happens in the financial market, SpaceX is insane, I believe the oil price will fall and precious metals can reach new heights. A lot of debt in the system, people can be forced out with forced sales, and several large AI IPOs are on the horizon. The money invested in these large companies comes from somewhere, either sale of other investments or borrowing. If that happens, money often flees into precious metals. With Iran, jewelry production, oil price, US government bonds, and expensive stock market valuations as a backdrop, I don't know. Silver can be fine as a hedge for a period, but one can stay in oil for a long time. Equinor has performed better than the stock market during all the years they have been listed, while there is ongoing return you get in your account. Silver/gold is dead capital you only gain or lose on by buying/selling. Silver Funds are also expensive. My advice is therefore clear, spread widely and broadly without management fees. Harvest returns when you have them. Sleep well. The latter is most important for a good life with friends, family, and hobbies. Have a great weekend!
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.
2026 Q1 -tulosraportti
46 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,63%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
- 3 t sitten · Muokattu3 t sitten · MuokattuOil Into Year-End 2026: Bear, Base and Bull Case Brent trades around $79.84 — down 23% over three months as the Hormuz reopening unwinds the war premium, but still up 30% year-to-date after the spring spike above $110. The market has round-tripped from pre-war levels near $70, through the wartime peak, back to roughly where the base case below would put it. If global oil inventories are drawn down sharply and then need rebuilding, this adds demand on top of normal consumption. Example: world demand runs ~105 million bpd. Restocking just 500 million barrels over a year adds nearly 1.4 million bpd — and the market is often balanced within a few hundred thousand bpd, so even modest shifts move prices. Notably, OECD government inventories fell to their lowest level since December 1990 in May 2026, per the IEA, after months of emergency releases during the crisis. If the US, China and Europe all rebuild reserves simultaneously ahead, that's an added demand engine. The price impact depends on OPEC+ spare capacity: ample capacity absorbs restocking easily; a tight market amplifies it. Bear case ($55–70 Brent) Supply outpaces demand. The IEA's June report sees supply surging ~8 million bpd to 110.3 mb/d in 2027 as Middle East exports recover, against demand growth of just 2 million bpd — a 5+ million bpd surplus. J.P. Morgan's base case is Brent averaging ~$60/bbl for 2026, citing soft fundamentals once the risk premium unwinds — looking prescient given current pricing. Base case ($75–90 Brent) Adequately supplied but carrying a lasting risk premium. OPEC+ manages output to avoid a collapse; shipping risk and restocking offset much of the surplus narrative. Current pricing near $79.84 sits right in this range. Bull case ($100–130+ Brent) Requires a fresh shock — renewed Hormuz disruption, sanctions, or infrastructure damage. The IEA itself warned inventories "could plunge further to historic lows" before the 2027 surplus arrives; with stocks already depleted, a new disruption could push Brent back above $100, as it briefly did this spring. OPEC's separate long-term outlook sees no demand peak through 2050, projecting 124 mb/d by mid-century — a structural counterweight to the IEA's surplus view. The debate is whether fundamentals or geopolitics dominate. Fundamentals point to rising supply and lower prices over time; geopolitics points to recurring spikes whenever the market grows complacent. The past year's chart — flat, vertical spike, steep retracement — illustrates both forces taking turns. Question for investors: With Brent back near $80 and the risk premium mostly unwound, are you positioning for the IEA's surplus narrative, or do depleted inventories leave the market one headline away from snapping back toward the bull case? Not investment advice. This reflects my personal analysis and market view. Sources - IEA, Oil Market Report – June 2026: https://www.iea.org/reports/oil-market-report-june-2026 - J.P. Morgan Global Research, Oil Price Forecast 2026: https://www.jpmorgan.com/insights/global-research/commodities/oil-prices - Reuters (via BOE Report), "IEA sees significant 2027 oil surplus after Hormuz recovery," 17 June 2026: https://boereport.com/2026/06/17/iea-sees-significant-2027-oil-surplus-after-hormuz-recovery/ - Reuters (via The Globe and Mail), "OPEC sticks to robust oil demand outlook, sees no peak to 2050," 18 June 2026: https://www.theglobeandmail.com/business/industry-news/energy-and-resources/article-opec-global-oil-demand-outlook-2050/ - CNN Business, "More than 1 billion barrels of oil have gone missing," 19 June 2026: https://edition.cnn.com/2026/06/19/business/oil-price-supply-inventories
- 13 t sitten13 t sittenHow Both Iran and the US Bend the Rules in the Hormuz Standoff Markets cheered the peace deal last week, but both sides are still operating with considerable room outside what's formally agreed. Iran leans on its shadow fleet: tankers switch off AIS transponders and transfer oil ship-to-ship in international waters, allowing Iranian crude from Kharg Island to still reach China despite sanctions. The cost is rising, though — the spread to Brent has widened from roughly one dollar to nearly eight dollars per barrel over the past year, as middlemen demand ever-higher risk premiums. The US, meanwhile, enforces selectively. The Navy has boarded stateless tankers like M/T Tifani after ship-to-ship transfers from Iran to China, while other China-linked vessels, such as "Rich Starry" (owned by sanctioned operator Shanghai Xuanrun Shipping), have been allowed through Hormuz during an active blockade. Trump has also used fees as a bargaining chip — no "tolls" for the next 60 days, but leaving the door open to impose them later. Iran is doing the same through its new port authority, PGSA: free insurance today, with stated room to add fees down the line. Both sides therefore have built-in incentives to keep the system murky — Iran to secure revenue, the US to retain flexibility. SEB chief analyst Bjarne Schieldrop notes the deal is far from "watertight." Question for discussion: How much of today's oil price calm reflects the deal actually holding — and how much simply reflects that neither side has tested it yet? Not investment advice, just my own analysis. Do your own research before making investment decisions. Sources: - https://geopolitika.no/hvordan-iransk-olje-nar-kina-til-tross-for-sanksjonene/ - https://www.foxnews.com/politics/us-interdicts-stateless-sanctioned-tanker-sailing-iran-china - https://www.nrk.no/norge/usa-blokkerer-hormuzstredet_-skip-matte-snu-1.17845634 - https://e24.no/energi-og-klima/i/n1mAbx/advarer-mot-oljejubel-vi-er-ikke-i-maal·5 t sittenThe conclusion must be that prices are "low" now because a large part of the loss has been absorbed by inventories and the fact that China has bought almost nothing for 4 months. That the market is optimistic and looks at every positive news with excessive enthusiasm.
- ·19 t sittenSo we were back where we started….·18 t sittenHope it will be reflected in the price...reacted "badly" to the oil price yesterday
- ·1 päivä sitten · MuokattuWitkoff, Kushner and Araghchi to Switzerland – what does that mean for silver? Last night, Axios, reported among others by VG, announced that Trump's special envoy Steve Witkoff is on his way to Switzerland for the first round of nuclear negotiations between the USA and Iran, with Jared Kushner already in the country. Iran's Foreign Minister Abbas Araghchi is scheduled to travel the same way, but the exact meeting time is currently uncertain. The talks were originally supposed to start on Friday but were postponed because the fighting between Israel and Hizbollah in Southern Lebanon escalated. Only when a ceasefire was established on Friday evening was there again room to move the Switzerland track forward. In the background is a 14-point memorandum of understanding that was signed earlier this week, opening a 60-day window to negotiate a more lasting solution to Iran's nuclear program and the reopening of the Strait of Hormuz. What makes this relevant beyond the Middle East news is how it plays into the chain geopolitics → oil → inflation → Fed → real interest rates → silver, which I have followed throughout this conflict. Real progress in Switzerland, with a stable solution for Hormuz, would in isolation curb oil price risk and thus take some of the inflationary pressure off Fed's plate – which is initially negative for the safe-haven demand that has lifted silver. At the same time, the process is fragile: negotiations have already been postponed once this week due to Lebanon, Israel has publicly signaled that the draft agreement does not meet their demands for uranium enrichment and missile program, and the 60-day window means that uncertainty will not disappear with one meeting in Switzerland. As long as the market does not have a final, sustainable outcome to price in, I believe the geopolitical risk premium in silver will persist – but it may gradually weaken if the talks actually deliver concrete results going forward. The technical picture for silver is unchanged from previous analyses: $62 now functions as support, 90 dollars is resistance, and 117 dollars is the upper resistance level according to Investtech charts. Fundamentally, the Silver Institute's estimated supply deficit of around 46.3 million ounces for 2026 still underlies as a structural support factor, regardless of what happens in Switzerland. My only current position is AuAg Silver Bullet, which, with its exposure to silver mining companies (approximately 2–3x beta against the spot price), makes these fluctuations particularly noticeable. Sources: https://www.vg.no/nyheter/i/JOvoXX/trump-utsending-og-iransk-minister-til-samtaler-i-sveitshttps://www.axios.com/2026/06/19/iran-talks-switzerland-witkoff-vancehttps://tribune.com.pk/story/2614209/trump-envoy-iranian-minister-head-to-switzerland-for-talks-axios What do you think: can a breakthrough in Switzerland actually be the start of a lasting de-escalation that takes the air out of the silver rally, or is the process too fragile and full of caveats (Israel, Lebanon, the 60-day window) for the market to dare to price it in yet? This is not investment advice, only my own reflections and analyses. Always make your own assessments before investing.·1 päivä sittenThis is just speculation on my part, so take that into account. A little history before I say what I believe. Silver and oil have had the same ups and downs, different explanations for why, but I think this might be relevant here: Be careful and it's never wrong to take profit or loss! Follow your plan, not what others tell you. Let's rewind to the financial crisis, silver surged upwards when market uncertainty rose. It then stabilized at 32 dollars an ounce, sank to 22, before it was down to around 14. There was good flow in the rest of the economic market. Despite small stepbacks. Silver was a no-brainer, you shouldn't invest in it. The return was negative. Only as a hedge for cautious investors. Then it picked up speed again. It really took off! Winter 26 was the peak, many positive, «this time is different.» China imposes export ban, futures contracts required physical delivery and good interest rates for lending physical silver on the exchanges. The gold/silver ratio was sky-high and gold hasn't been idle either. The market was positive and optimistic. More investors arrived, this is going to the moon! Then it sank quickly and brutally. Money was taken off the table by the big players first, then new speculators get burned, while gaining valuable experience. They got burned by following the herd misled by predictions. Here is mine: Silver is industrially necessary in, for example, solar cells, but also other electronic components due to the conductive properties of the precious metal. Hard research is being done in China, among other places, to find cheaper solutions. Think what that can do to their EV production! The solutions will be adopted by other industries, this is so-called innovation. Jewelry production: a concrete example: Pandora, one of the world's largest jewelry manufacturers, is moving away from silver to other types of alloys in its production. The market has interpreted this positively, just look at the company's share price. Hedge/investment: silver is often referred to as poor man's gold. Countries that distrust their country's authorities, partly due to insane inflation, tend to place their savings in something they know «preserves its value.» In Shanghai there was a premium on silver even when prices on Comex and London were high. India and former colonial states in Asia and Africa have the same. I believe demand from "retail investors" will sustain prices. Especially if gold continues to rise, many countries choose gold over US government bonds. That drives prices up, while prices become too high for the poor man. They then choose poor man's gold. The gold/silver ratio is something to keep an eye on. If I draw a parallel to the oil market, what is oil selling for in the North Sea now, and is there backwardation? One must pay attention, not just look at futures prices. The oil crisis around 2014 was also insane! If something happens in the financial market, SpaceX is insane, I believe the oil price will fall and precious metals can reach new heights. A lot of debt in the system, people can be forced out with forced sales, and several large AI IPOs are on the horizon. The money invested in these large companies comes from somewhere, either sale of other investments or borrowing. If that happens, money often flees into precious metals. With Iran, jewelry production, oil price, US government bonds, and expensive stock market valuations as a backdrop, I don't know. Silver can be fine as a hedge for a period, but one can stay in oil for a long time. Equinor has performed better than the stock market during all the years they have been listed, while there is ongoing return you get in your account. Silver/gold is dead capital you only gain or lose on by buying/selling. Silver Funds are also expensive. My advice is therefore clear, spread widely and broadly without management fees. Harvest returns when you have them. Sleep well. The latter is most important for a good life with friends, family, and hobbies. Have a great weekend!
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 |
|---|---|---|---|---|
| 515 | - | - | ||
| 31 | - | - | ||
| 700 | - | - | ||
| 10 | - | - | ||
| 100 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
2026 Q1 -tulosraportti
46 päivää sitten
‧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 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
0,39 USD/osake
Irtoamispäivä 13.8.
4,63%Tuotto/v
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- 3 t sitten · Muokattu3 t sitten · MuokattuOil Into Year-End 2026: Bear, Base and Bull Case Brent trades around $79.84 — down 23% over three months as the Hormuz reopening unwinds the war premium, but still up 30% year-to-date after the spring spike above $110. The market has round-tripped from pre-war levels near $70, through the wartime peak, back to roughly where the base case below would put it. If global oil inventories are drawn down sharply and then need rebuilding, this adds demand on top of normal consumption. Example: world demand runs ~105 million bpd. Restocking just 500 million barrels over a year adds nearly 1.4 million bpd — and the market is often balanced within a few hundred thousand bpd, so even modest shifts move prices. Notably, OECD government inventories fell to their lowest level since December 1990 in May 2026, per the IEA, after months of emergency releases during the crisis. If the US, China and Europe all rebuild reserves simultaneously ahead, that's an added demand engine. The price impact depends on OPEC+ spare capacity: ample capacity absorbs restocking easily; a tight market amplifies it. Bear case ($55–70 Brent) Supply outpaces demand. The IEA's June report sees supply surging ~8 million bpd to 110.3 mb/d in 2027 as Middle East exports recover, against demand growth of just 2 million bpd — a 5+ million bpd surplus. J.P. Morgan's base case is Brent averaging ~$60/bbl for 2026, citing soft fundamentals once the risk premium unwinds — looking prescient given current pricing. Base case ($75–90 Brent) Adequately supplied but carrying a lasting risk premium. OPEC+ manages output to avoid a collapse; shipping risk and restocking offset much of the surplus narrative. Current pricing near $79.84 sits right in this range. Bull case ($100–130+ Brent) Requires a fresh shock — renewed Hormuz disruption, sanctions, or infrastructure damage. The IEA itself warned inventories "could plunge further to historic lows" before the 2027 surplus arrives; with stocks already depleted, a new disruption could push Brent back above $100, as it briefly did this spring. OPEC's separate long-term outlook sees no demand peak through 2050, projecting 124 mb/d by mid-century — a structural counterweight to the IEA's surplus view. The debate is whether fundamentals or geopolitics dominate. Fundamentals point to rising supply and lower prices over time; geopolitics points to recurring spikes whenever the market grows complacent. The past year's chart — flat, vertical spike, steep retracement — illustrates both forces taking turns. Question for investors: With Brent back near $80 and the risk premium mostly unwound, are you positioning for the IEA's surplus narrative, or do depleted inventories leave the market one headline away from snapping back toward the bull case? Not investment advice. This reflects my personal analysis and market view. Sources - IEA, Oil Market Report – June 2026: https://www.iea.org/reports/oil-market-report-june-2026 - J.P. Morgan Global Research, Oil Price Forecast 2026: https://www.jpmorgan.com/insights/global-research/commodities/oil-prices - Reuters (via BOE Report), "IEA sees significant 2027 oil surplus after Hormuz recovery," 17 June 2026: https://boereport.com/2026/06/17/iea-sees-significant-2027-oil-surplus-after-hormuz-recovery/ - Reuters (via The Globe and Mail), "OPEC sticks to robust oil demand outlook, sees no peak to 2050," 18 June 2026: https://www.theglobeandmail.com/business/industry-news/energy-and-resources/article-opec-global-oil-demand-outlook-2050/ - CNN Business, "More than 1 billion barrels of oil have gone missing," 19 June 2026: https://edition.cnn.com/2026/06/19/business/oil-price-supply-inventories
- 13 t sitten13 t sittenHow Both Iran and the US Bend the Rules in the Hormuz Standoff Markets cheered the peace deal last week, but both sides are still operating with considerable room outside what's formally agreed. Iran leans on its shadow fleet: tankers switch off AIS transponders and transfer oil ship-to-ship in international waters, allowing Iranian crude from Kharg Island to still reach China despite sanctions. The cost is rising, though — the spread to Brent has widened from roughly one dollar to nearly eight dollars per barrel over the past year, as middlemen demand ever-higher risk premiums. The US, meanwhile, enforces selectively. The Navy has boarded stateless tankers like M/T Tifani after ship-to-ship transfers from Iran to China, while other China-linked vessels, such as "Rich Starry" (owned by sanctioned operator Shanghai Xuanrun Shipping), have been allowed through Hormuz during an active blockade. Trump has also used fees as a bargaining chip — no "tolls" for the next 60 days, but leaving the door open to impose them later. Iran is doing the same through its new port authority, PGSA: free insurance today, with stated room to add fees down the line. Both sides therefore have built-in incentives to keep the system murky — Iran to secure revenue, the US to retain flexibility. SEB chief analyst Bjarne Schieldrop notes the deal is far from "watertight." Question for discussion: How much of today's oil price calm reflects the deal actually holding — and how much simply reflects that neither side has tested it yet? Not investment advice, just my own analysis. Do your own research before making investment decisions. Sources: - https://geopolitika.no/hvordan-iransk-olje-nar-kina-til-tross-for-sanksjonene/ - https://www.foxnews.com/politics/us-interdicts-stateless-sanctioned-tanker-sailing-iran-china - https://www.nrk.no/norge/usa-blokkerer-hormuzstredet_-skip-matte-snu-1.17845634 - https://e24.no/energi-og-klima/i/n1mAbx/advarer-mot-oljejubel-vi-er-ikke-i-maal·5 t sittenThe conclusion must be that prices are "low" now because a large part of the loss has been absorbed by inventories and the fact that China has bought almost nothing for 4 months. That the market is optimistic and looks at every positive news with excessive enthusiasm.
- ·19 t sittenSo we were back where we started….·18 t sittenHope it will be reflected in the price...reacted "badly" to the oil price yesterday
- ·1 päivä sitten · MuokattuWitkoff, Kushner and Araghchi to Switzerland – what does that mean for silver? Last night, Axios, reported among others by VG, announced that Trump's special envoy Steve Witkoff is on his way to Switzerland for the first round of nuclear negotiations between the USA and Iran, with Jared Kushner already in the country. Iran's Foreign Minister Abbas Araghchi is scheduled to travel the same way, but the exact meeting time is currently uncertain. The talks were originally supposed to start on Friday but were postponed because the fighting between Israel and Hizbollah in Southern Lebanon escalated. Only when a ceasefire was established on Friday evening was there again room to move the Switzerland track forward. In the background is a 14-point memorandum of understanding that was signed earlier this week, opening a 60-day window to negotiate a more lasting solution to Iran's nuclear program and the reopening of the Strait of Hormuz. What makes this relevant beyond the Middle East news is how it plays into the chain geopolitics → oil → inflation → Fed → real interest rates → silver, which I have followed throughout this conflict. Real progress in Switzerland, with a stable solution for Hormuz, would in isolation curb oil price risk and thus take some of the inflationary pressure off Fed's plate – which is initially negative for the safe-haven demand that has lifted silver. At the same time, the process is fragile: negotiations have already been postponed once this week due to Lebanon, Israel has publicly signaled that the draft agreement does not meet their demands for uranium enrichment and missile program, and the 60-day window means that uncertainty will not disappear with one meeting in Switzerland. As long as the market does not have a final, sustainable outcome to price in, I believe the geopolitical risk premium in silver will persist – but it may gradually weaken if the talks actually deliver concrete results going forward. The technical picture for silver is unchanged from previous analyses: $62 now functions as support, 90 dollars is resistance, and 117 dollars is the upper resistance level according to Investtech charts. Fundamentally, the Silver Institute's estimated supply deficit of around 46.3 million ounces for 2026 still underlies as a structural support factor, regardless of what happens in Switzerland. My only current position is AuAg Silver Bullet, which, with its exposure to silver mining companies (approximately 2–3x beta against the spot price), makes these fluctuations particularly noticeable. Sources: https://www.vg.no/nyheter/i/JOvoXX/trump-utsending-og-iransk-minister-til-samtaler-i-sveitshttps://www.axios.com/2026/06/19/iran-talks-switzerland-witkoff-vancehttps://tribune.com.pk/story/2614209/trump-envoy-iranian-minister-head-to-switzerland-for-talks-axios What do you think: can a breakthrough in Switzerland actually be the start of a lasting de-escalation that takes the air out of the silver rally, or is the process too fragile and full of caveats (Israel, Lebanon, the 60-day window) for the market to dare to price it in yet? This is not investment advice, only my own reflections and analyses. Always make your own assessments before investing.·1 päivä sittenThis is just speculation on my part, so take that into account. A little history before I say what I believe. Silver and oil have had the same ups and downs, different explanations for why, but I think this might be relevant here: Be careful and it's never wrong to take profit or loss! Follow your plan, not what others tell you. Let's rewind to the financial crisis, silver surged upwards when market uncertainty rose. It then stabilized at 32 dollars an ounce, sank to 22, before it was down to around 14. There was good flow in the rest of the economic market. Despite small stepbacks. Silver was a no-brainer, you shouldn't invest in it. The return was negative. Only as a hedge for cautious investors. Then it picked up speed again. It really took off! Winter 26 was the peak, many positive, «this time is different.» China imposes export ban, futures contracts required physical delivery and good interest rates for lending physical silver on the exchanges. The gold/silver ratio was sky-high and gold hasn't been idle either. The market was positive and optimistic. More investors arrived, this is going to the moon! Then it sank quickly and brutally. Money was taken off the table by the big players first, then new speculators get burned, while gaining valuable experience. They got burned by following the herd misled by predictions. Here is mine: Silver is industrially necessary in, for example, solar cells, but also other electronic components due to the conductive properties of the precious metal. Hard research is being done in China, among other places, to find cheaper solutions. Think what that can do to their EV production! The solutions will be adopted by other industries, this is so-called innovation. Jewelry production: a concrete example: Pandora, one of the world's largest jewelry manufacturers, is moving away from silver to other types of alloys in its production. The market has interpreted this positively, just look at the company's share price. Hedge/investment: silver is often referred to as poor man's gold. Countries that distrust their country's authorities, partly due to insane inflation, tend to place their savings in something they know «preserves its value.» In Shanghai there was a premium on silver even when prices on Comex and London were high. India and former colonial states in Asia and Africa have the same. I believe demand from "retail investors" will sustain prices. Especially if gold continues to rise, many countries choose gold over US government bonds. That drives prices up, while prices become too high for the poor man. They then choose poor man's gold. The gold/silver ratio is something to keep an eye on. If I draw a parallel to the oil market, what is oil selling for in the North Sea now, and is there backwardation? One must pay attention, not just look at futures prices. The oil crisis around 2014 was also insane! If something happens in the financial market, SpaceX is insane, I believe the oil price will fall and precious metals can reach new heights. A lot of debt in the system, people can be forced out with forced sales, and several large AI IPOs are on the horizon. The money invested in these large companies comes from somewhere, either sale of other investments or borrowing. If that happens, money often flees into precious metals. With Iran, jewelry production, oil price, US government bonds, and expensive stock market valuations as a backdrop, I don't know. Silver can be fine as a hedge for a period, but one can stay in oil for a long time. Equinor has performed better than the stock market during all the years they have been listed, while there is ongoing return you get in your account. Silver/gold is dead capital you only gain or lose on by buying/selling. Silver Funds are also expensive. My advice is therefore clear, spread widely and broadly without management fees. Harvest returns when you have them. Sleep well. The latter is most important for a good life with friends, family, and hobbies. Have a great weekend!
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