2025 Q4 -tulosraportti
46 päivää sitten0,185 NOK/osake
Viimeisin osinko
2,91%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 90 | - | - | ||
| 2 910 | - | - | ||
| 90 | - | - |
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 H1 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.4. | ||
2025 H2 -tulosraportti 26.2. | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 H1 -tulosraportti 28.8.2025 | ||
2024 Q4 -tulosraportti 29.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·1 päivä sittenNew analysis! From ChatGPT here at my home today :-) Subject to errors, please feel free to comment and correct! PSE • Already has production. • Has cash flow. • Has reserve growth. • Has recent discoveries. • Has distribution to shareholders. My personal base-case would be around: 12–15 kr per share if the market starts pricing the PNO stake more like other smaller E&P companies. What makes the case extra interesting is that today's market capitalization of around 350 mill NOK implies that the market in practice attributes a very low value to the NOCO stake. If PNO were to be listed on the stock exchange or get a clear market valuation on NOTC, the discount in PSE could become difficult to justify. For me, therefore, the most important trigger is not the oil price, but that the value of PNO becomes more visible. It is that event that could potentially move PSE from 6 kr to a double-digit share price quite quickly. My SOTP (Sum of total parts) Asset Low Normal High 49.9 % of PNO 500 650 800 Oil service 75 125 175 Net financial assets 30 40 50 Cash 3 3 3 Total value (MNOK) 608 818 1,028 Value per share (59.1 million shares) Scenario Value per share Low 10.3 kr Normal 13.8 kr HIGH 17.4 kr How do I arrive at this? 1. Market capitalization today PSE has approx. 59.1 million shares outstanding. At a share price of around 6 kr, this gives: • Market capitalization ≈ 350 mill. NOK 2. The value of Petrolia NOCO This is the large item, PSE owns 49.9 % of Petrolia NOCO. PNO reported: • EBITDA Q4 2025: NOK 43.9 mill. • Production ~2.1 kboe/d • Brage reserves adjusted upwards • Knockando/Fensfjord discoveries • Talisker development For smaller North Sea E&P companies, EV/EBITDA 4–6x is often a reasonable range. Annual EBITDA extrapolated: • 44 mill × 4 ≈ 176 mill NOK Then we get: Scenario PNO value Conservative 4x EBITDA 700 mill Normal 5x EBITDA 880 mill Optimistic 6x EBITDA 1.05 bn But this ignores the exploration portfolio and the new discoveries. ABG has recently adjusted NAV upwards due to the Brage development. Therefore, I think a more realistic range today is: PNO: 1.0–1.6 bn NOK PSE's share: 500–800 mill NOK 3. The oil service business This part is often overlooked. The oil service segment has delivered stable positive contributions for several years, but is not a growth rocket. I would set: • Low scenario: 75 mill • Normal: 125 mill • High: 175 mill 4. Loans and financial assets In the parent company was: • loans/receivables ≈ USD 4.9 mill • investments in subsidiaries ≈ USD 39.3 mill USD 4.9 mill corresponds to approximately 50 mill NOK I do not add this entire item on top of the value since parts are already reflected in the NOCO value, but net financial assets can probably be justified at: 30–50 mill NOK 5. Cash Cash in the parent company was only USD 0.3 mill at the end of 2025. That is only around 3 mill NOK
·4 min sittenYou have no shares in companies listed on OB. As far as I know, to be part of the forum, the participants' portfolio should be visible when one clicks on the emoji.
·5.6.Strong figures from Petrolia Noco: Record high production and earnings in Q1 2026 • Strong contribution from Talisker East production well – on stream in Janaury 2026 • EBITDA of NOK 167.2 million • Net profit of NOK 13.8 million • Net production of 3 337 boe/day·5.6. · MuokattuThings are moving fast. Now they are talking about production start Dugong q4 2029! That just means Petrolia Noco's stake will come into play earlier than previously assumed. All or part of the 20% stake will be divested for cash or exchanged for producing assets in other fields. I anticipate a resolution during the year. Megatrigger.- ·3.6.That was quite some trading volume today.·4.6.Well, not very strong turnover seen in a longer time perspective, had many days with similar volume in March-April. And then it was very quiet in May, but the price remained reasonably stable and that is positive. I also note that the number of Nordnet owners has decreased through May, possibly they will come back with good news :-)
- ·29.5.Meager turnover today... Are people uncertain about how they should relate to the situation perhaps? As mentioned further down here, it's (possibly) the first time a dividend is distributed... WalkOn... what do you think?·29.5.Yes, confirmed first-time dividend, and it's natural that the share price adjusts down corresponding to the dividend. But it's also common for shares generally to creep up again shortly after. Some are perhaps a bit nervous that the share will react negatively to a peace agreement/ceasefire in the Gulf. Regardless, PSE will earn a hefty amount of money even with a decline to, for example, 75USD (more down than that is very unlikely), and then we also have the Dugong stake that is in play. I believe something must happen there by autumn.
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
46 päivää sitten0,185 NOK/osake
Viimeisin osinko
2,91%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
- ·1 päivä sittenNew analysis! From ChatGPT here at my home today :-) Subject to errors, please feel free to comment and correct! PSE • Already has production. • Has cash flow. • Has reserve growth. • Has recent discoveries. • Has distribution to shareholders. My personal base-case would be around: 12–15 kr per share if the market starts pricing the PNO stake more like other smaller E&P companies. What makes the case extra interesting is that today's market capitalization of around 350 mill NOK implies that the market in practice attributes a very low value to the NOCO stake. If PNO were to be listed on the stock exchange or get a clear market valuation on NOTC, the discount in PSE could become difficult to justify. For me, therefore, the most important trigger is not the oil price, but that the value of PNO becomes more visible. It is that event that could potentially move PSE from 6 kr to a double-digit share price quite quickly. My SOTP (Sum of total parts) Asset Low Normal High 49.9 % of PNO 500 650 800 Oil service 75 125 175 Net financial assets 30 40 50 Cash 3 3 3 Total value (MNOK) 608 818 1,028 Value per share (59.1 million shares) Scenario Value per share Low 10.3 kr Normal 13.8 kr HIGH 17.4 kr How do I arrive at this? 1. Market capitalization today PSE has approx. 59.1 million shares outstanding. At a share price of around 6 kr, this gives: • Market capitalization ≈ 350 mill. NOK 2. The value of Petrolia NOCO This is the large item, PSE owns 49.9 % of Petrolia NOCO. PNO reported: • EBITDA Q4 2025: NOK 43.9 mill. • Production ~2.1 kboe/d • Brage reserves adjusted upwards • Knockando/Fensfjord discoveries • Talisker development For smaller North Sea E&P companies, EV/EBITDA 4–6x is often a reasonable range. Annual EBITDA extrapolated: • 44 mill × 4 ≈ 176 mill NOK Then we get: Scenario PNO value Conservative 4x EBITDA 700 mill Normal 5x EBITDA 880 mill Optimistic 6x EBITDA 1.05 bn But this ignores the exploration portfolio and the new discoveries. ABG has recently adjusted NAV upwards due to the Brage development. Therefore, I think a more realistic range today is: PNO: 1.0–1.6 bn NOK PSE's share: 500–800 mill NOK 3. The oil service business This part is often overlooked. The oil service segment has delivered stable positive contributions for several years, but is not a growth rocket. I would set: • Low scenario: 75 mill • Normal: 125 mill • High: 175 mill 4. Loans and financial assets In the parent company was: • loans/receivables ≈ USD 4.9 mill • investments in subsidiaries ≈ USD 39.3 mill USD 4.9 mill corresponds to approximately 50 mill NOK I do not add this entire item on top of the value since parts are already reflected in the NOCO value, but net financial assets can probably be justified at: 30–50 mill NOK 5. Cash Cash in the parent company was only USD 0.3 mill at the end of 2025. That is only around 3 mill NOK·4 min sittenYou have no shares in companies listed on OB. As far as I know, to be part of the forum, the participants' portfolio should be visible when one clicks on the emoji.
- ·5.6.Strong figures from Petrolia Noco: Record high production and earnings in Q1 2026 • Strong contribution from Talisker East production well – on stream in Janaury 2026 • EBITDA of NOK 167.2 million • Net profit of NOK 13.8 million • Net production of 3 337 boe/day·5.6. · MuokattuThings are moving fast. Now they are talking about production start Dugong q4 2029! That just means Petrolia Noco's stake will come into play earlier than previously assumed. All or part of the 20% stake will be divested for cash or exchanged for producing assets in other fields. I anticipate a resolution during the year. Megatrigger.
- ·3.6.That was quite some trading volume today.·4.6.Well, not very strong turnover seen in a longer time perspective, had many days with similar volume in March-April. And then it was very quiet in May, but the price remained reasonably stable and that is positive. I also note that the number of Nordnet owners has decreased through May, possibly they will come back with good news :-)
- ·29.5.Meager turnover today... Are people uncertain about how they should relate to the situation perhaps? As mentioned further down here, it's (possibly) the first time a dividend is distributed... WalkOn... what do you think?·29.5.Yes, confirmed first-time dividend, and it's natural that the share price adjusts down corresponding to the dividend. But it's also common for shares generally to creep up again shortly after. Some are perhaps a bit nervous that the share will react negatively to a peace agreement/ceasefire in the Gulf. Regardless, PSE will earn a hefty amount of money even with a decline to, for example, 75USD (more down than that is very unlikely), and then we also have the Dugong stake that is in play. I believe something must happen there by autumn.
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 |
|---|---|---|---|---|
| 90 | - | - | ||
| 2 910 | - | - | ||
| 90 | - | - |
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 H1 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.4. | ||
2025 H2 -tulosraportti 26.2. | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 H1 -tulosraportti 28.8.2025 | ||
2024 Q4 -tulosraportti 29.4.2025 |
2025 Q4 -tulosraportti
46 päivää sittenUutiset
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 H1 -tulosraportti 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.4. | ||
2025 H2 -tulosraportti 26.2. | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 H1 -tulosraportti 28.8.2025 | ||
2024 Q4 -tulosraportti 29.4.2025 |
0,185 NOK/osake
Viimeisin osinko
2,91%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 päivä sittenNew analysis! From ChatGPT here at my home today :-) Subject to errors, please feel free to comment and correct! PSE • Already has production. • Has cash flow. • Has reserve growth. • Has recent discoveries. • Has distribution to shareholders. My personal base-case would be around: 12–15 kr per share if the market starts pricing the PNO stake more like other smaller E&P companies. What makes the case extra interesting is that today's market capitalization of around 350 mill NOK implies that the market in practice attributes a very low value to the NOCO stake. If PNO were to be listed on the stock exchange or get a clear market valuation on NOTC, the discount in PSE could become difficult to justify. For me, therefore, the most important trigger is not the oil price, but that the value of PNO becomes more visible. It is that event that could potentially move PSE from 6 kr to a double-digit share price quite quickly. My SOTP (Sum of total parts) Asset Low Normal High 49.9 % of PNO 500 650 800 Oil service 75 125 175 Net financial assets 30 40 50 Cash 3 3 3 Total value (MNOK) 608 818 1,028 Value per share (59.1 million shares) Scenario Value per share Low 10.3 kr Normal 13.8 kr HIGH 17.4 kr How do I arrive at this? 1. Market capitalization today PSE has approx. 59.1 million shares outstanding. At a share price of around 6 kr, this gives: • Market capitalization ≈ 350 mill. NOK 2. The value of Petrolia NOCO This is the large item, PSE owns 49.9 % of Petrolia NOCO. PNO reported: • EBITDA Q4 2025: NOK 43.9 mill. • Production ~2.1 kboe/d • Brage reserves adjusted upwards • Knockando/Fensfjord discoveries • Talisker development For smaller North Sea E&P companies, EV/EBITDA 4–6x is often a reasonable range. Annual EBITDA extrapolated: • 44 mill × 4 ≈ 176 mill NOK Then we get: Scenario PNO value Conservative 4x EBITDA 700 mill Normal 5x EBITDA 880 mill Optimistic 6x EBITDA 1.05 bn But this ignores the exploration portfolio and the new discoveries. ABG has recently adjusted NAV upwards due to the Brage development. Therefore, I think a more realistic range today is: PNO: 1.0–1.6 bn NOK PSE's share: 500–800 mill NOK 3. The oil service business This part is often overlooked. The oil service segment has delivered stable positive contributions for several years, but is not a growth rocket. I would set: • Low scenario: 75 mill • Normal: 125 mill • High: 175 mill 4. Loans and financial assets In the parent company was: • loans/receivables ≈ USD 4.9 mill • investments in subsidiaries ≈ USD 39.3 mill USD 4.9 mill corresponds to approximately 50 mill NOK I do not add this entire item on top of the value since parts are already reflected in the NOCO value, but net financial assets can probably be justified at: 30–50 mill NOK 5. Cash Cash in the parent company was only USD 0.3 mill at the end of 2025. That is only around 3 mill NOK·4 min sittenYou have no shares in companies listed on OB. As far as I know, to be part of the forum, the participants' portfolio should be visible when one clicks on the emoji.
- ·5.6.Strong figures from Petrolia Noco: Record high production and earnings in Q1 2026 • Strong contribution from Talisker East production well – on stream in Janaury 2026 • EBITDA of NOK 167.2 million • Net profit of NOK 13.8 million • Net production of 3 337 boe/day·5.6. · MuokattuThings are moving fast. Now they are talking about production start Dugong q4 2029! That just means Petrolia Noco's stake will come into play earlier than previously assumed. All or part of the 20% stake will be divested for cash or exchanged for producing assets in other fields. I anticipate a resolution during the year. Megatrigger.
- ·3.6.That was quite some trading volume today.·4.6.Well, not very strong turnover seen in a longer time perspective, had many days with similar volume in March-April. And then it was very quiet in May, but the price remained reasonably stable and that is positive. I also note that the number of Nordnet owners has decreased through May, possibly they will come back with good news :-)
- ·29.5.Meager turnover today... Are people uncertain about how they should relate to the situation perhaps? As mentioned further down here, it's (possibly) the first time a dividend is distributed... WalkOn... what do you think?·29.5.Yes, confirmed first-time dividend, and it's natural that the share price adjusts down corresponding to the dividend. But it's also common for shares generally to creep up again shortly after. Some are perhaps a bit nervous that the share will react negatively to a peace agreement/ceasefire in the Gulf. Regardless, PSE will earn a hefty amount of money even with a decline to, for example, 75USD (more down than that is very unlikely), and then we also have the Dugong stake that is in play. I believe something must happen there by autumn.
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 |
|---|---|---|---|---|
| 90 | - | - | ||
| 2 910 | - | - | ||
| 90 | - | - |
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