2026 Q2 -tulosraportti
UUTTA
1 päivä sitten
‧59 min
0,375 NOK/osake
Irtoamispäivä 21.8.
8,35%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenDNO achieved a price of approximately $115 per barrel of oil equivalent in Q2. This is higher than the average spot price in the period. And the average spot price for Brent so far in Q3 is probably under $90, but today's gas price corresponds to an oil equivalent of approximately $160 per barrel. This probably explains the high price realization in Q2, and it's a factor to consider going forward. I wouldn't be surprised if the achieved average price in Q3 in the North Sea is over $100 per barrel of oil equivalent (if the price goes up even more, it will be well over). Regarding Kurdistan, production in Q3 can probably yield at least $10 per barrel in profit, and the volume could be around 40% of that in the North Sea. So, if we include these revenues, it means that the price per oil equivalent in the North Sea could be $4-5 lower in Q3 than in Q2, and the bottom line will be the same. I believe Q3 will be fantastic too, and with today's oil inventories, it could be fantastic for many quarters ahead. China's inventory drawdowns are a secret; the only thing we know is that given the much lower imports, inventories must be decreasing. When will China start buying again?
It is expected higher demand for oil generally in 2027 so maybe then. IEA at least expects higher demand in 2027 IEA expects even lower oil demand 10:30 Kjetil Malkenes Hovland SHARE The International Energy Agency (IEA) expects global oil demand to fall by 1.6 million barrels per day in 2026, according to its monthly oil market report for August. Demand this year is expected at 103.3 million barrels per day. This is 510,000 barrels per day lower than the agency expected last month. "Although the market is expected to turn to surplus by the end of the year, the risks remain significant, and it has become more important to reopen the strait (Hormuz, editor's note), as previously available inventory buffers are quickly being used up," writes the IEA. The agency expects a solid increase in demand of 2.4 million barrels per day next year, to 105.7 million barrels per day. Last month, the IEA estimated the increase in 2027 at two million barrels per day. Global oil supply rose to 101.5 million barrels per day in July. But this is still 6.3 million barrels per day lower than in the same month last year, the agency writes. The backdrop is that supply from the Middle East has been reduced by 8.3 million barrels per day, while increased deliveries from other countries have partially compensated for this. 410 million barrels of oil have been drawn from global inventories during the Iran war, and total inventories have been reduced to below 7.9 billion barrels, according to the IEA. Oil prices have varied widely, in line with messages and counter-messages about progress in diplomacy between the USA and Iran. "Global oil prices traded in an exceptionally wide range of almost 40 dollars a barrel in July," writes the IEA
·2 t sittenThis was a strange day for DNO on the stock exchange. First, the price plummets right after opening when the oil price rises and other oil stocks rise. The fall happened so fast that it cannot be explained by profit-taking. Then we get a few hours of low turnover and low prices before it suddenly explodes upwards with both price and turnover. And that CANNOT be explained by oil price or market signals (as far as I understand). What happened? Manipulation because someone knows or thinks they know about impending events?- 4 t sittenDNB Bank ASA, DNB Carnegie This week, DNO reported solid Q2 results, generating USD 290 million in free cash flow despite almost no production from Kurdistan for most of the quarter. With production in Kurdistan now restarted and strong cash flow from the North Sea, we estimate free cash flow of USD 616 million in 2026 (~33% yield), and maintain our BUY rating and NOK 23 price target. —- I think they are quite bearish here. DNO will probably earn significantly more than that. Kurdistan production is now coming back, while the major maintenance work on the NCS has largely been completed. With an average Brent price of $85–90 in H2, it wouldn’t surprise me at all to see DNO generate more than $1bn in free cash flow in 2026. And that’s before considering further production growth.
Good that Kurdistan is back, but even if it is, we must remember that that part generates very little even if there is 100% operation down there. Q3 so far has a significantly lower oil price than what Q2 had. I haven't calculated it precisely, but even if Kurdistan is back, I think Q3 and beyond will be weaker. 
·5 t sittenWhere is the oil price going? Read that the USA had to return the Iranians' gold. And release the frozen funds to Iran. Both parties say they have control and strength over the Strait of Hormuz.
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.
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 Q2 -tulosraportti
UUTTA
1 päivä sitten
‧59 min
0,375 NOK/osake
Irtoamispäivä 21.8.
8,35%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenDNO achieved a price of approximately $115 per barrel of oil equivalent in Q2. This is higher than the average spot price in the period. And the average spot price for Brent so far in Q3 is probably under $90, but today's gas price corresponds to an oil equivalent of approximately $160 per barrel. This probably explains the high price realization in Q2, and it's a factor to consider going forward. I wouldn't be surprised if the achieved average price in Q3 in the North Sea is over $100 per barrel of oil equivalent (if the price goes up even more, it will be well over). Regarding Kurdistan, production in Q3 can probably yield at least $10 per barrel in profit, and the volume could be around 40% of that in the North Sea. So, if we include these revenues, it means that the price per oil equivalent in the North Sea could be $4-5 lower in Q3 than in Q2, and the bottom line will be the same. I believe Q3 will be fantastic too, and with today's oil inventories, it could be fantastic for many quarters ahead. China's inventory drawdowns are a secret; the only thing we know is that given the much lower imports, inventories must be decreasing. When will China start buying again?It is expected higher demand for oil generally in 2027 so maybe then. IEA at least expects higher demand in 2027 IEA expects even lower oil demand 10:30 Kjetil Malkenes Hovland SHARE The International Energy Agency (IEA) expects global oil demand to fall by 1.6 million barrels per day in 2026, according to its monthly oil market report for August. Demand this year is expected at 103.3 million barrels per day. This is 510,000 barrels per day lower than the agency expected last month. "Although the market is expected to turn to surplus by the end of the year, the risks remain significant, and it has become more important to reopen the strait (Hormuz, editor's note), as previously available inventory buffers are quickly being used up," writes the IEA. The agency expects a solid increase in demand of 2.4 million barrels per day next year, to 105.7 million barrels per day. Last month, the IEA estimated the increase in 2027 at two million barrels per day. Global oil supply rose to 101.5 million barrels per day in July. But this is still 6.3 million barrels per day lower than in the same month last year, the agency writes. The backdrop is that supply from the Middle East has been reduced by 8.3 million barrels per day, while increased deliveries from other countries have partially compensated for this. 410 million barrels of oil have been drawn from global inventories during the Iran war, and total inventories have been reduced to below 7.9 billion barrels, according to the IEA. Oil prices have varied widely, in line with messages and counter-messages about progress in diplomacy between the USA and Iran. "Global oil prices traded in an exceptionally wide range of almost 40 dollars a barrel in July," writes the IEA
- ·2 t sittenThis was a strange day for DNO on the stock exchange. First, the price plummets right after opening when the oil price rises and other oil stocks rise. The fall happened so fast that it cannot be explained by profit-taking. Then we get a few hours of low turnover and low prices before it suddenly explodes upwards with both price and turnover. And that CANNOT be explained by oil price or market signals (as far as I understand). What happened? Manipulation because someone knows or thinks they know about impending events?
- 4 t sittenDNB Bank ASA, DNB Carnegie This week, DNO reported solid Q2 results, generating USD 290 million in free cash flow despite almost no production from Kurdistan for most of the quarter. With production in Kurdistan now restarted and strong cash flow from the North Sea, we estimate free cash flow of USD 616 million in 2026 (~33% yield), and maintain our BUY rating and NOK 23 price target. —- I think they are quite bearish here. DNO will probably earn significantly more than that. Kurdistan production is now coming back, while the major maintenance work on the NCS has largely been completed. With an average Brent price of $85–90 in H2, it wouldn’t surprise me at all to see DNO generate more than $1bn in free cash flow in 2026. And that’s before considering further production growth.Good that Kurdistan is back, but even if it is, we must remember that that part generates very little even if there is 100% operation down there. Q3 so far has a significantly lower oil price than what Q2 had. I haven't calculated it precisely, but even if Kurdistan is back, I think Q3 and beyond will be weaker.
- ·5 t sittenWhere is the oil price going? Read that the USA had to return the Iranians' gold. And release the frozen funds to Iran. Both parties say they have control and strength over the Strait of Hormuz.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
2026 Q2 -tulosraportti
UUTTA
1 päivä sitten
‧59 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
0,375 NOK/osake
Irtoamispäivä 21.8.
8,35%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenDNO achieved a price of approximately $115 per barrel of oil equivalent in Q2. This is higher than the average spot price in the period. And the average spot price for Brent so far in Q3 is probably under $90, but today's gas price corresponds to an oil equivalent of approximately $160 per barrel. This probably explains the high price realization in Q2, and it's a factor to consider going forward. I wouldn't be surprised if the achieved average price in Q3 in the North Sea is over $100 per barrel of oil equivalent (if the price goes up even more, it will be well over). Regarding Kurdistan, production in Q3 can probably yield at least $10 per barrel in profit, and the volume could be around 40% of that in the North Sea. So, if we include these revenues, it means that the price per oil equivalent in the North Sea could be $4-5 lower in Q3 than in Q2, and the bottom line will be the same. I believe Q3 will be fantastic too, and with today's oil inventories, it could be fantastic for many quarters ahead. China's inventory drawdowns are a secret; the only thing we know is that given the much lower imports, inventories must be decreasing. When will China start buying again?It is expected higher demand for oil generally in 2027 so maybe then. IEA at least expects higher demand in 2027 IEA expects even lower oil demand 10:30 Kjetil Malkenes Hovland SHARE The International Energy Agency (IEA) expects global oil demand to fall by 1.6 million barrels per day in 2026, according to its monthly oil market report for August. Demand this year is expected at 103.3 million barrels per day. This is 510,000 barrels per day lower than the agency expected last month. "Although the market is expected to turn to surplus by the end of the year, the risks remain significant, and it has become more important to reopen the strait (Hormuz, editor's note), as previously available inventory buffers are quickly being used up," writes the IEA. The agency expects a solid increase in demand of 2.4 million barrels per day next year, to 105.7 million barrels per day. Last month, the IEA estimated the increase in 2027 at two million barrels per day. Global oil supply rose to 101.5 million barrels per day in July. But this is still 6.3 million barrels per day lower than in the same month last year, the agency writes. The backdrop is that supply from the Middle East has been reduced by 8.3 million barrels per day, while increased deliveries from other countries have partially compensated for this. 410 million barrels of oil have been drawn from global inventories during the Iran war, and total inventories have been reduced to below 7.9 billion barrels, according to the IEA. Oil prices have varied widely, in line with messages and counter-messages about progress in diplomacy between the USA and Iran. "Global oil prices traded in an exceptionally wide range of almost 40 dollars a barrel in July," writes the IEA
- ·2 t sittenThis was a strange day for DNO on the stock exchange. First, the price plummets right after opening when the oil price rises and other oil stocks rise. The fall happened so fast that it cannot be explained by profit-taking. Then we get a few hours of low turnover and low prices before it suddenly explodes upwards with both price and turnover. And that CANNOT be explained by oil price or market signals (as far as I understand). What happened? Manipulation because someone knows or thinks they know about impending events?
- 4 t sittenDNB Bank ASA, DNB Carnegie This week, DNO reported solid Q2 results, generating USD 290 million in free cash flow despite almost no production from Kurdistan for most of the quarter. With production in Kurdistan now restarted and strong cash flow from the North Sea, we estimate free cash flow of USD 616 million in 2026 (~33% yield), and maintain our BUY rating and NOK 23 price target. —- I think they are quite bearish here. DNO will probably earn significantly more than that. Kurdistan production is now coming back, while the major maintenance work on the NCS has largely been completed. With an average Brent price of $85–90 in H2, it wouldn’t surprise me at all to see DNO generate more than $1bn in free cash flow in 2026. And that’s before considering further production growth.Good that Kurdistan is back, but even if it is, we must remember that that part generates very little even if there is 100% operation down there. Q3 so far has a significantly lower oil price than what Q2 had. I haven't calculated it precisely, but even if Kurdistan is back, I think Q3 and beyond will be weaker.
- ·5 t sittenWhere is the oil price going? Read that the USA had to return the Iranians' gold. And release the frozen funds to Iran. Both parties say they have control and strength over the Strait of Hormuz.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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