2025 Q4 -tulosraportti
37 päivää sitten
‧1 t 3 min
1,47 NOK/osake
Viimeisin osinko
4,97%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 000 | - | - | ||
| 3 206 | - | - | ||
| 98 | - | - | ||
| 1 854 | - | - | ||
| 7 601 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·12 t sittenWhat a show in the closing auction🥂 Good weekend folks, those who are long-term will get paid🥂
·15 t sitten · MuokattuSTOCK EXCHANGE: DANSKE BANK INCLUDES 7 NEW COMPANIES IN MARCH PORTFOLIO. They Included TGS in their portfolio. This means a price update from them is coming soon too. Not serious to maintain a price recommendation of 70 kr. Danske Bank has had a negative stance on the TGS share throughout 2024 and 2025, often with "sell" recommendations and downward adjustments of the price target. Here are the latest known assessments from Danske Bank (as of July 2025): July 2025: Danske Bank downgraded TGS to sell (from hold), with a price target of 70 Norwegian kroner. Earlier in July 2025: The bank had a somewhat higher recommendation, but adjusted down to hold/sell with a price target of 78 NOK. June 2025: Analyst Jørgen Andreas Lande at Danske Bank recommended selling TGS before the quarterly figures, due to weak cash flow and high valuation. October 2024: Danske Bank downgraded the share to sell and sharply cut the price target, citing high expectations and weak cash flow.
·19 t sittenWhere does ChatGPT miss and/or hit in this analysis of the annual report and outlook with high geopolitical unrest? (ChatGPT Pro 5.4)? According to a document from 20 March 2026, and after checking the latest March 2026 market and war developments, I’d rate TGS 7/10 bull. The bull case is real: after the PGS merger, TGS says it is the only remaining fully integrated seismic streamer/OBN company with multi-client, contract, and imaging operations; 2025 revenue was $1.53 billion, EBITDA margin improved to 58%, free cash flow was $206 million, and Q4 ended with $598 million of order inflow and $706 million of backlog. Management’s 2026 guide points to $500–575 million of multi-client investment backed by strong customer commitments and higher vessel utilization.   I’m not higher than 7 because this is still a cyclical oil-services name with balance-sheet baggage. 2025 net income fell to just $18.3 million, partly due to high taxes and interest costs; net debt at year-end was $427 million, still above management’s $250–350 million target; the capital structure includes $550 million of 8.5% senior secured notes; and TGS’s corporate ratings are Ba3/BB-, with S&P on a negative outlook. Also, the stock has already rerated hard: the annual report puts the year-end close at NOK 91.7, while Euronext showed NOK 115.7 on 13 March 2026, about 26% higher and near the 52-week high.   On the US/Israel/Iran crisis, I see a net positive near-term, but only conditionally. TGS itself says it has limited operational exposure in the Middle East, so the direct hit should be small. The indirect effect is bigger: higher oil and gas prices usually support upstream data spending. But the tail risk is real. EIA says the Strait of Hormuz handled about 20 million b/d in 2024, roughly 20% of global petroleum liquids consumption, with limited bypass capacity. The IEA says the current war created the biggest oil-market supply disruption on record and triggered a 400 million barrel emergency stock release. AP reports that attacks on Gulf infrastructure and tanker stoppages raise the risk of prolonged high prices and slow restarts. That helps exploration sentiment at first, but if it persists long enough to damage global growth, it can flip into project delays and weaker client purchasing.   For exploration specifically, my base case is: supportive for reserve replacement and selective frontier work, but not a broad capex boom. TGS itself says 2026 E&P spending is likely to stay broadly in line with 2025 because operators remain disciplined. That said, TGS looks better positioned than a pure frontier-exploration bet because nearly all of its OBN activity and around 40% of streamer contracts are tied to 4D production enhancement or tiebacks, which gives it resilience if majors favor brownfield barrels over big wildcats. The company is also still adding exploration exposure, with a new Nigeria multi-client 3D survey announced on 27 February and fresh vessel work secured in March.   So my bottom line is: good company, improving setup, risky macro. I’d call it a 7/10 bull today. I’d move closer to 8/10 if the conflict de-escalates without a recession and TGS keeps converting backlog into cash. I’d cut it toward 5–6/10 if Hormuz disruption drags on, oil demand weakens, or customer prefunding starts slipping.  
·1 päivä sittenGlad I have held this jewel for several years, a little buying and selling. Congratulations to those of you who bought at 70-80 and you shareholders who hold the stock today. Nice dividends with 5% direct yield. TGS has been a stable dividend stock for many years. Wish all co-shareholders a good day!
·1 päivä sittenI think we have consensus here on the forum that TGS has a much more delayed correlation with the oil price vs oil companies. One can argue that oil companies will have more CF to pay for exploration with a higher oil price. But a bigger factor for upside in TGS is that globalization will be reduced when moving from a unipolar to a multipolar system.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
37 päivää sitten
‧1 t 3 min
1,47 NOK/osake
Viimeisin osinko
4,97%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·12 t sittenWhat a show in the closing auction🥂 Good weekend folks, those who are long-term will get paid🥂
- ·15 t sitten · MuokattuSTOCK EXCHANGE: DANSKE BANK INCLUDES 7 NEW COMPANIES IN MARCH PORTFOLIO. They Included TGS in their portfolio. This means a price update from them is coming soon too. Not serious to maintain a price recommendation of 70 kr. Danske Bank has had a negative stance on the TGS share throughout 2024 and 2025, often with "sell" recommendations and downward adjustments of the price target. Here are the latest known assessments from Danske Bank (as of July 2025): July 2025: Danske Bank downgraded TGS to sell (from hold), with a price target of 70 Norwegian kroner. Earlier in July 2025: The bank had a somewhat higher recommendation, but adjusted down to hold/sell with a price target of 78 NOK. June 2025: Analyst Jørgen Andreas Lande at Danske Bank recommended selling TGS before the quarterly figures, due to weak cash flow and high valuation. October 2024: Danske Bank downgraded the share to sell and sharply cut the price target, citing high expectations and weak cash flow.
- ·19 t sittenWhere does ChatGPT miss and/or hit in this analysis of the annual report and outlook with high geopolitical unrest? (ChatGPT Pro 5.4)? According to a document from 20 March 2026, and after checking the latest March 2026 market and war developments, I’d rate TGS 7/10 bull. The bull case is real: after the PGS merger, TGS says it is the only remaining fully integrated seismic streamer/OBN company with multi-client, contract, and imaging operations; 2025 revenue was $1.53 billion, EBITDA margin improved to 58%, free cash flow was $206 million, and Q4 ended with $598 million of order inflow and $706 million of backlog. Management’s 2026 guide points to $500–575 million of multi-client investment backed by strong customer commitments and higher vessel utilization.   I’m not higher than 7 because this is still a cyclical oil-services name with balance-sheet baggage. 2025 net income fell to just $18.3 million, partly due to high taxes and interest costs; net debt at year-end was $427 million, still above management’s $250–350 million target; the capital structure includes $550 million of 8.5% senior secured notes; and TGS’s corporate ratings are Ba3/BB-, with S&P on a negative outlook. Also, the stock has already rerated hard: the annual report puts the year-end close at NOK 91.7, while Euronext showed NOK 115.7 on 13 March 2026, about 26% higher and near the 52-week high.   On the US/Israel/Iran crisis, I see a net positive near-term, but only conditionally. TGS itself says it has limited operational exposure in the Middle East, so the direct hit should be small. The indirect effect is bigger: higher oil and gas prices usually support upstream data spending. But the tail risk is real. EIA says the Strait of Hormuz handled about 20 million b/d in 2024, roughly 20% of global petroleum liquids consumption, with limited bypass capacity. The IEA says the current war created the biggest oil-market supply disruption on record and triggered a 400 million barrel emergency stock release. AP reports that attacks on Gulf infrastructure and tanker stoppages raise the risk of prolonged high prices and slow restarts. That helps exploration sentiment at first, but if it persists long enough to damage global growth, it can flip into project delays and weaker client purchasing.   For exploration specifically, my base case is: supportive for reserve replacement and selective frontier work, but not a broad capex boom. TGS itself says 2026 E&P spending is likely to stay broadly in line with 2025 because operators remain disciplined. That said, TGS looks better positioned than a pure frontier-exploration bet because nearly all of its OBN activity and around 40% of streamer contracts are tied to 4D production enhancement or tiebacks, which gives it resilience if majors favor brownfield barrels over big wildcats. The company is also still adding exploration exposure, with a new Nigeria multi-client 3D survey announced on 27 February and fresh vessel work secured in March.   So my bottom line is: good company, improving setup, risky macro. I’d call it a 7/10 bull today. I’d move closer to 8/10 if the conflict de-escalates without a recession and TGS keeps converting backlog into cash. I’d cut it toward 5–6/10 if Hormuz disruption drags on, oil demand weakens, or customer prefunding starts slipping.  
- ·1 päivä sittenGlad I have held this jewel for several years, a little buying and selling. Congratulations to those of you who bought at 70-80 and you shareholders who hold the stock today. Nice dividends with 5% direct yield. TGS has been a stable dividend stock for many years. Wish all co-shareholders a good day!·1 päivä sittenI think we have consensus here on the forum that TGS has a much more delayed correlation with the oil price vs oil companies. One can argue that oil companies will have more CF to pay for exploration with a higher oil price. But a bigger factor for upside in TGS is that globalization will be reduced when moving from a unipolar to a multipolar system.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 |
|---|---|---|---|---|
| 5 000 | - | - | ||
| 3 206 | - | - | ||
| 98 | - | - | ||
| 1 854 | - | - | ||
| 7 601 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
2025 Q4 -tulosraportti
37 päivää sitten
‧1 t 3 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 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
1,47 NOK/osake
Viimeisin osinko
4,97%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·12 t sittenWhat a show in the closing auction🥂 Good weekend folks, those who are long-term will get paid🥂
- ·15 t sitten · MuokattuSTOCK EXCHANGE: DANSKE BANK INCLUDES 7 NEW COMPANIES IN MARCH PORTFOLIO. They Included TGS in their portfolio. This means a price update from them is coming soon too. Not serious to maintain a price recommendation of 70 kr. Danske Bank has had a negative stance on the TGS share throughout 2024 and 2025, often with "sell" recommendations and downward adjustments of the price target. Here are the latest known assessments from Danske Bank (as of July 2025): July 2025: Danske Bank downgraded TGS to sell (from hold), with a price target of 70 Norwegian kroner. Earlier in July 2025: The bank had a somewhat higher recommendation, but adjusted down to hold/sell with a price target of 78 NOK. June 2025: Analyst Jørgen Andreas Lande at Danske Bank recommended selling TGS before the quarterly figures, due to weak cash flow and high valuation. October 2024: Danske Bank downgraded the share to sell and sharply cut the price target, citing high expectations and weak cash flow.
- ·19 t sittenWhere does ChatGPT miss and/or hit in this analysis of the annual report and outlook with high geopolitical unrest? (ChatGPT Pro 5.4)? According to a document from 20 March 2026, and after checking the latest March 2026 market and war developments, I’d rate TGS 7/10 bull. The bull case is real: after the PGS merger, TGS says it is the only remaining fully integrated seismic streamer/OBN company with multi-client, contract, and imaging operations; 2025 revenue was $1.53 billion, EBITDA margin improved to 58%, free cash flow was $206 million, and Q4 ended with $598 million of order inflow and $706 million of backlog. Management’s 2026 guide points to $500–575 million of multi-client investment backed by strong customer commitments and higher vessel utilization.   I’m not higher than 7 because this is still a cyclical oil-services name with balance-sheet baggage. 2025 net income fell to just $18.3 million, partly due to high taxes and interest costs; net debt at year-end was $427 million, still above management’s $250–350 million target; the capital structure includes $550 million of 8.5% senior secured notes; and TGS’s corporate ratings are Ba3/BB-, with S&P on a negative outlook. Also, the stock has already rerated hard: the annual report puts the year-end close at NOK 91.7, while Euronext showed NOK 115.7 on 13 March 2026, about 26% higher and near the 52-week high.   On the US/Israel/Iran crisis, I see a net positive near-term, but only conditionally. TGS itself says it has limited operational exposure in the Middle East, so the direct hit should be small. The indirect effect is bigger: higher oil and gas prices usually support upstream data spending. But the tail risk is real. EIA says the Strait of Hormuz handled about 20 million b/d in 2024, roughly 20% of global petroleum liquids consumption, with limited bypass capacity. The IEA says the current war created the biggest oil-market supply disruption on record and triggered a 400 million barrel emergency stock release. AP reports that attacks on Gulf infrastructure and tanker stoppages raise the risk of prolonged high prices and slow restarts. That helps exploration sentiment at first, but if it persists long enough to damage global growth, it can flip into project delays and weaker client purchasing.   For exploration specifically, my base case is: supportive for reserve replacement and selective frontier work, but not a broad capex boom. TGS itself says 2026 E&P spending is likely to stay broadly in line with 2025 because operators remain disciplined. That said, TGS looks better positioned than a pure frontier-exploration bet because nearly all of its OBN activity and around 40% of streamer contracts are tied to 4D production enhancement or tiebacks, which gives it resilience if majors favor brownfield barrels over big wildcats. The company is also still adding exploration exposure, with a new Nigeria multi-client 3D survey announced on 27 February and fresh vessel work secured in March.   So my bottom line is: good company, improving setup, risky macro. I’d call it a 7/10 bull today. I’d move closer to 8/10 if the conflict de-escalates without a recession and TGS keeps converting backlog into cash. I’d cut it toward 5–6/10 if Hormuz disruption drags on, oil demand weakens, or customer prefunding starts slipping.  
- ·1 päivä sittenGlad I have held this jewel for several years, a little buying and selling. Congratulations to those of you who bought at 70-80 and you shareholders who hold the stock today. Nice dividends with 5% direct yield. TGS has been a stable dividend stock for many years. Wish all co-shareholders a good day!·1 päivä sittenI think we have consensus here on the forum that TGS has a much more delayed correlation with the oil price vs oil companies. One can argue that oil companies will have more CF to pay for exploration with a higher oil price. But a bigger factor for upside in TGS is that globalization will be reduced when moving from a unipolar to a multipolar system.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 |
|---|---|---|---|---|
| 5 000 | - | - | ||
| 3 206 | - | - | ||
| 98 | - | - | ||
| 1 854 | - | - | ||
| 7 601 | - | - |
Välittäjätilasto
Dataa ei löytynyt