2025 Q4 -tulosraportti
36 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 |
|---|---|---|---|---|
| 12 | - | - | ||
| 297 | - | - | ||
| 39 | - | - | ||
| 28 | - | - | ||
| 12 | - | - |
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
·2 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!
·19 t 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.
·1 päivä sittenClip from FA Published 09:19 Oslo (Infront TDN Direkt): ABG Sundal Collier expects that higher oil prices and an increased need for diversification away from the Middle East will lead to a sharp increase in exploration investments in 2027, and thus increase seismic spending. This appears in an update on Thursday. "We have looked at what has happened to seismic spending in the years following an increase in the oil price. In short: a rise in the oil price always leads to increased seismic spending the following year. We believe it will not be different this time", writes the brokerage firm. The war in Iran could lead to more exploration activity outside the Middle East, according to ABG. The brokerage firm points out that the oil price will be higher than before the war, and notes that the development in exploration investments starts with the oil price. ABG also highlights that the growth in non-OPEC production is decreasing, and that this increases the need for more exploration. 2026 is expected to be a weak year, but with signs of improvement, while 2027 is expected to provide a strong improvement. TGS is highlighted as a potential winner as the world's largest seismic company. The company holds around two thirds of all global multi-client data, where the multi-client segment is expected to recover first. The brokerage firm further points out that TGS' high operational leverage means that revenue growth will have a large effect on earnings. Top-line growth of 10–15 percent corresponds to around 100 percent growth in earnings per share. Consensus assumes revenue growth of 3–4 percent for 2027 and 2028, while ABG's estimates for earnings per share in the same period are around 100 percent above FactSet consensus.
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
36 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
- ·2 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!·19 t 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.
- ·1 päivä sittenClip from FA Published 09:19 Oslo (Infront TDN Direkt): ABG Sundal Collier expects that higher oil prices and an increased need for diversification away from the Middle East will lead to a sharp increase in exploration investments in 2027, and thus increase seismic spending. This appears in an update on Thursday. "We have looked at what has happened to seismic spending in the years following an increase in the oil price. In short: a rise in the oil price always leads to increased seismic spending the following year. We believe it will not be different this time", writes the brokerage firm. The war in Iran could lead to more exploration activity outside the Middle East, according to ABG. The brokerage firm points out that the oil price will be higher than before the war, and notes that the development in exploration investments starts with the oil price. ABG also highlights that the growth in non-OPEC production is decreasing, and that this increases the need for more exploration. 2026 is expected to be a weak year, but with signs of improvement, while 2027 is expected to provide a strong improvement. TGS is highlighted as a potential winner as the world's largest seismic company. The company holds around two thirds of all global multi-client data, where the multi-client segment is expected to recover first. The brokerage firm further points out that TGS' high operational leverage means that revenue growth will have a large effect on earnings. Top-line growth of 10–15 percent corresponds to around 100 percent growth in earnings per share. Consensus assumes revenue growth of 3–4 percent for 2027 and 2028, while ABG's estimates for earnings per share in the same period are around 100 percent above FactSet consensus.
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 |
|---|---|---|---|---|
| 12 | - | - | ||
| 297 | - | - | ||
| 39 | - | - | ||
| 28 | - | - | ||
| 12 | - | - |
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
36 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
- ·2 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!·19 t 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.
- ·1 päivä sittenClip from FA Published 09:19 Oslo (Infront TDN Direkt): ABG Sundal Collier expects that higher oil prices and an increased need for diversification away from the Middle East will lead to a sharp increase in exploration investments in 2027, and thus increase seismic spending. This appears in an update on Thursday. "We have looked at what has happened to seismic spending in the years following an increase in the oil price. In short: a rise in the oil price always leads to increased seismic spending the following year. We believe it will not be different this time", writes the brokerage firm. The war in Iran could lead to more exploration activity outside the Middle East, according to ABG. The brokerage firm points out that the oil price will be higher than before the war, and notes that the development in exploration investments starts with the oil price. ABG also highlights that the growth in non-OPEC production is decreasing, and that this increases the need for more exploration. 2026 is expected to be a weak year, but with signs of improvement, while 2027 is expected to provide a strong improvement. TGS is highlighted as a potential winner as the world's largest seismic company. The company holds around two thirds of all global multi-client data, where the multi-client segment is expected to recover first. The brokerage firm further points out that TGS' high operational leverage means that revenue growth will have a large effect on earnings. Top-line growth of 10–15 percent corresponds to around 100 percent growth in earnings per share. Consensus assumes revenue growth of 3–4 percent for 2027 and 2028, while ABG's estimates for earnings per share in the same period are around 100 percent above FactSet consensus.
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 |
|---|---|---|---|---|
| 12 | - | - | ||
| 297 | - | - | ||
| 39 | - | - | ||
| 28 | - | - | ||
| 12 | - | - |
Välittäjätilasto
Dataa ei löytynyt