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2026 Q1 -tulosraportti
21 päivää sitten
0,375 NOK/osake
Viimeisin osinko
7,53%Tuotto/v

Tarjoustasot

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
1 393--
1 886--
162--
1 000--
1 393--

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
13.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
7.5.
2025 Q4 -tulosraportti
5.2.
2025 Q3 -tulosraportti
6.11.2025
2025 Q2 -tulosraportti
21.8.2025
2025 Q1 -tulosraportti
15.5.2025

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 3 t sitten
    ·
    3 t sitten
    ·
    A little simple math around DNO: From January 1st to February 28th, Brent averaged only around 66–67 dollars per barrel. Nevertheless, DNO ended up with an achieved price of approx. 87–88 dollars per barrel in Q1 on Norwegian production. This practically means that DNO probably achieved well over 120 dollars per barrel after the Iran/Hormuz escalation from the end of February. Then comes the interesting part: Physical North Sea prices have traded far above the futures market throughout April and May due to: Hormuz risk - insurance problems and lack of physical oil. If DNO now achieves around 125–135 dollars per barrel in Q2 on Norwegian production, the numbers are starting to become extreme. 85,000 barrels per day × 130 dollars × 91 days = around 1 billion USD in gross revenues just from the North Sea in Q2. And the market still prices large parts of the sector as if we still live in a 60–70 dollar oil regime. I believe that will be a gigantic misjudgment.
    56 min sitten · Muokattu
    56 min sitten · Muokattu
    More than 20% net after taxes and with incentives new wells, but very hard to see avg. $130 mixed sales . My guess now with one month left of this quarter is: 88000b/d -slightly down, normal in Q2, but Symra offsets. x $110 avg mixed spot in Q2 x91days =around 881MUSD gross revenues NCS -highest ever! It’s actually hard to believe how low priced DNO actually is around 2Bn USD. The market must count mostly on the 7% (Q1) missing revenues from the small Kurdistan business and believe in world peace and much lower oilprice very soon.
  • 4 t sitten
    ·
    4 t sitten
    ·
    Strange that the DNO stock cannot at least stay in the mid-nineties with the oil price in the mid-90s. (STRANGE)!
    4 t sitten
    ·
    4 t sitten
    ·
    Agree that it is strange, but it provides a nice buying opportunity (I think). 😉
  • 15 t sitten · Muokattu
    ·
    15 t sitten · Muokattu
    ·
    I am now making a very bold claim: The oil price will never return to old levels of 50–60 dollars over time. The new normal will be 80–90 dollars or higher. Why? Because the world has now been shown something completely new: Iran does not need to legally own the Strait of Hormuz. It is enough that they can make the area so risky that: insurance companies withdraw, shipping companies refuse to sail, and the oil flow stops in practice. Then Hormuz is functionally closed even if it is technically open. This is not a usual geopolitical episode. There are hardly any historical parallels to what we are now seeing: mines, missile threats, insurance crisis, stranded tankers, damaged infrastructure, unstable export terminals, and massive uncertainty surrounding future security. The market is still trying to price this as a temporary crisis that must resolve itself. But physical oil infrastructure does not work like a light switch. Even if an agreement were to come: mines must be removed, security must be established, insurance must return, ships must be repositioned, production must be stabilized, and trust must be rebuilt. This can take months or years. At the same time, the Gulf states themselves are extremely dependent on oil revenues. Saudi Arabia, UAE, Iraq and Qatar cannot tolerate prolonged export halts. This means that all parties will fight to get the oil back on the market, but it does not mean that the market will automatically return to normal. The most important thing: The futures market is not the future. It is just a risk-weighted price based on various scenarios and what people dare to bet money on. When the market gradually realizes that this is not a short-term episode, expectations will move upwards step by step. That is when the repricing will come. And under such a scenario, I believe that the energy sector in general and DNO in particular are still heavily undervalued. Why DNO? Strong and increasing production in the North Sea Production in Africa. Potential enormous upside if exports from Northern Iraq normalize. High gearing against persistently high oil prices. Still a large geopolitical discount in the share price. If the oil price floor has actually moved from 50–60 dollars to 80–90 dollars, this is not just a strong cycle. Then it is a fundamental repricing of energy as a strategic resource. And should this scenario actually play out as I believe, then I hardly think you will regret being long oil. If you get dividends in your account tomorrow, at least I know where I would put my money: OIL.
    4 t sitten
    ·
    4 t sitten
    ·
    At the same time, Iran is affected by the embargo. They cannot manage without income in the unforeseeable future. I bet the USA and Iran will come to some kind of solution that both can swallow - by autumn. Then we all just have to live with Iran also becoming a nuclear power.
    3 t sitten
    ·
    3 t sitten
    ·
    At the same time, there is no doubt that they have achieved a tremendous strategic victory. The question is whether the USA (read Israel) can live with the scenario that is emerging now?
  • 20 t sitten
    ·
    20 t sitten
    ·
    DNO is really a joke, oil drops 3 percent but remains at high levels, DNO falls 5 percent, and then you sit and hear Trump say there is no agreement about any peace, list the company in Sweden so we avoid this game with the stock that seems to be going on in Norway.
    16 t sitten
    ·
    16 t sitten
    ·
    Completely agree, truly ridiculous situation
  • 1 päivä sitten · Muokattu
    ·
    1 päivä sitten · Muokattu
    ·
    I'm just grateful, and hope we get a nice dip before the dividends are paid out tomorrow. It's probably the expectations that the Strait of Hormuz will eventually open, without fully realizing the consequences the closure has already had for inventories etc. I believe they will earn well, and plan to act accordingly with the dividend. PS. If it drops a bit more now, I'll get a thousand more shares than I had previously calculated, so grateful to everyone who continues to sell. By the way, has anyone found a source for the content of the report?
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

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
21 päivää sitten
0,375 NOK/osake
Viimeisin osinko
7,53%Tuotto/v

Uutiset

AI
Viimeisin
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
  • 3 t sitten
    ·
    3 t sitten
    ·
    A little simple math around DNO: From January 1st to February 28th, Brent averaged only around 66–67 dollars per barrel. Nevertheless, DNO ended up with an achieved price of approx. 87–88 dollars per barrel in Q1 on Norwegian production. This practically means that DNO probably achieved well over 120 dollars per barrel after the Iran/Hormuz escalation from the end of February. Then comes the interesting part: Physical North Sea prices have traded far above the futures market throughout April and May due to: Hormuz risk - insurance problems and lack of physical oil. If DNO now achieves around 125–135 dollars per barrel in Q2 on Norwegian production, the numbers are starting to become extreme. 85,000 barrels per day × 130 dollars × 91 days = around 1 billion USD in gross revenues just from the North Sea in Q2. And the market still prices large parts of the sector as if we still live in a 60–70 dollar oil regime. I believe that will be a gigantic misjudgment.
    56 min sitten · Muokattu
    56 min sitten · Muokattu
    More than 20% net after taxes and with incentives new wells, but very hard to see avg. $130 mixed sales . My guess now with one month left of this quarter is: 88000b/d -slightly down, normal in Q2, but Symra offsets. x $110 avg mixed spot in Q2 x91days =around 881MUSD gross revenues NCS -highest ever! It’s actually hard to believe how low priced DNO actually is around 2Bn USD. The market must count mostly on the 7% (Q1) missing revenues from the small Kurdistan business and believe in world peace and much lower oilprice very soon.
  • 4 t sitten
    ·
    4 t sitten
    ·
    Strange that the DNO stock cannot at least stay in the mid-nineties with the oil price in the mid-90s. (STRANGE)!
    4 t sitten
    ·
    4 t sitten
    ·
    Agree that it is strange, but it provides a nice buying opportunity (I think). 😉
  • 15 t sitten · Muokattu
    ·
    15 t sitten · Muokattu
    ·
    I am now making a very bold claim: The oil price will never return to old levels of 50–60 dollars over time. The new normal will be 80–90 dollars or higher. Why? Because the world has now been shown something completely new: Iran does not need to legally own the Strait of Hormuz. It is enough that they can make the area so risky that: insurance companies withdraw, shipping companies refuse to sail, and the oil flow stops in practice. Then Hormuz is functionally closed even if it is technically open. This is not a usual geopolitical episode. There are hardly any historical parallels to what we are now seeing: mines, missile threats, insurance crisis, stranded tankers, damaged infrastructure, unstable export terminals, and massive uncertainty surrounding future security. The market is still trying to price this as a temporary crisis that must resolve itself. But physical oil infrastructure does not work like a light switch. Even if an agreement were to come: mines must be removed, security must be established, insurance must return, ships must be repositioned, production must be stabilized, and trust must be rebuilt. This can take months or years. At the same time, the Gulf states themselves are extremely dependent on oil revenues. Saudi Arabia, UAE, Iraq and Qatar cannot tolerate prolonged export halts. This means that all parties will fight to get the oil back on the market, but it does not mean that the market will automatically return to normal. The most important thing: The futures market is not the future. It is just a risk-weighted price based on various scenarios and what people dare to bet money on. When the market gradually realizes that this is not a short-term episode, expectations will move upwards step by step. That is when the repricing will come. And under such a scenario, I believe that the energy sector in general and DNO in particular are still heavily undervalued. Why DNO? Strong and increasing production in the North Sea Production in Africa. Potential enormous upside if exports from Northern Iraq normalize. High gearing against persistently high oil prices. Still a large geopolitical discount in the share price. If the oil price floor has actually moved from 50–60 dollars to 80–90 dollars, this is not just a strong cycle. Then it is a fundamental repricing of energy as a strategic resource. And should this scenario actually play out as I believe, then I hardly think you will regret being long oil. If you get dividends in your account tomorrow, at least I know where I would put my money: OIL.
    4 t sitten
    ·
    4 t sitten
    ·
    At the same time, Iran is affected by the embargo. They cannot manage without income in the unforeseeable future. I bet the USA and Iran will come to some kind of solution that both can swallow - by autumn. Then we all just have to live with Iran also becoming a nuclear power.
    3 t sitten
    ·
    3 t sitten
    ·
    At the same time, there is no doubt that they have achieved a tremendous strategic victory. The question is whether the USA (read Israel) can live with the scenario that is emerging now?
  • 20 t sitten
    ·
    20 t sitten
    ·
    DNO is really a joke, oil drops 3 percent but remains at high levels, DNO falls 5 percent, and then you sit and hear Trump say there is no agreement about any peace, list the company in Sweden so we avoid this game with the stock that seems to be going on in Norway.
    16 t sitten
    ·
    16 t sitten
    ·
    Completely agree, truly ridiculous situation
  • 1 päivä sitten · Muokattu
    ·
    1 päivä sitten · Muokattu
    ·
    I'm just grateful, and hope we get a nice dip before the dividends are paid out tomorrow. It's probably the expectations that the Strait of Hormuz will eventually open, without fully realizing the consequences the closure has already had for inventories etc. I believe they will earn well, and plan to act accordingly with the dividend. PS. If it drops a bit more now, I'll get a thousand more shares than I had previously calculated, so grateful to everyone who continues to sell. By the way, has anyone found a source for the content of the report?
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

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
1 393--
1 886--
162--
1 000--
1 393--

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
13.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
7.5.
2025 Q4 -tulosraportti
5.2.
2025 Q3 -tulosraportti
6.11.2025
2025 Q2 -tulosraportti
21.8.2025
2025 Q1 -tulosraportti
15.5.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
21 päivää sitten

Uutiset

AI
Viimeisin
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
13.8.
Menneet tapahtumat
2026 Q1 -tulosraportti
7.5.
2025 Q4 -tulosraportti
5.2.
2025 Q3 -tulosraportti
6.11.2025
2025 Q2 -tulosraportti
21.8.2025
2025 Q1 -tulosraportti
15.5.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

0,375 NOK/osake
Viimeisin osinko
7,53%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 3 t sitten
    ·
    3 t sitten
    ·
    A little simple math around DNO: From January 1st to February 28th, Brent averaged only around 66–67 dollars per barrel. Nevertheless, DNO ended up with an achieved price of approx. 87–88 dollars per barrel in Q1 on Norwegian production. This practically means that DNO probably achieved well over 120 dollars per barrel after the Iran/Hormuz escalation from the end of February. Then comes the interesting part: Physical North Sea prices have traded far above the futures market throughout April and May due to: Hormuz risk - insurance problems and lack of physical oil. If DNO now achieves around 125–135 dollars per barrel in Q2 on Norwegian production, the numbers are starting to become extreme. 85,000 barrels per day × 130 dollars × 91 days = around 1 billion USD in gross revenues just from the North Sea in Q2. And the market still prices large parts of the sector as if we still live in a 60–70 dollar oil regime. I believe that will be a gigantic misjudgment.
    56 min sitten · Muokattu
    56 min sitten · Muokattu
    More than 20% net after taxes and with incentives new wells, but very hard to see avg. $130 mixed sales . My guess now with one month left of this quarter is: 88000b/d -slightly down, normal in Q2, but Symra offsets. x $110 avg mixed spot in Q2 x91days =around 881MUSD gross revenues NCS -highest ever! It’s actually hard to believe how low priced DNO actually is around 2Bn USD. The market must count mostly on the 7% (Q1) missing revenues from the small Kurdistan business and believe in world peace and much lower oilprice very soon.
  • 4 t sitten
    ·
    4 t sitten
    ·
    Strange that the DNO stock cannot at least stay in the mid-nineties with the oil price in the mid-90s. (STRANGE)!
    4 t sitten
    ·
    4 t sitten
    ·
    Agree that it is strange, but it provides a nice buying opportunity (I think). 😉
  • 15 t sitten · Muokattu
    ·
    15 t sitten · Muokattu
    ·
    I am now making a very bold claim: The oil price will never return to old levels of 50–60 dollars over time. The new normal will be 80–90 dollars or higher. Why? Because the world has now been shown something completely new: Iran does not need to legally own the Strait of Hormuz. It is enough that they can make the area so risky that: insurance companies withdraw, shipping companies refuse to sail, and the oil flow stops in practice. Then Hormuz is functionally closed even if it is technically open. This is not a usual geopolitical episode. There are hardly any historical parallels to what we are now seeing: mines, missile threats, insurance crisis, stranded tankers, damaged infrastructure, unstable export terminals, and massive uncertainty surrounding future security. The market is still trying to price this as a temporary crisis that must resolve itself. But physical oil infrastructure does not work like a light switch. Even if an agreement were to come: mines must be removed, security must be established, insurance must return, ships must be repositioned, production must be stabilized, and trust must be rebuilt. This can take months or years. At the same time, the Gulf states themselves are extremely dependent on oil revenues. Saudi Arabia, UAE, Iraq and Qatar cannot tolerate prolonged export halts. This means that all parties will fight to get the oil back on the market, but it does not mean that the market will automatically return to normal. The most important thing: The futures market is not the future. It is just a risk-weighted price based on various scenarios and what people dare to bet money on. When the market gradually realizes that this is not a short-term episode, expectations will move upwards step by step. That is when the repricing will come. And under such a scenario, I believe that the energy sector in general and DNO in particular are still heavily undervalued. Why DNO? Strong and increasing production in the North Sea Production in Africa. Potential enormous upside if exports from Northern Iraq normalize. High gearing against persistently high oil prices. Still a large geopolitical discount in the share price. If the oil price floor has actually moved from 50–60 dollars to 80–90 dollars, this is not just a strong cycle. Then it is a fundamental repricing of energy as a strategic resource. And should this scenario actually play out as I believe, then I hardly think you will regret being long oil. If you get dividends in your account tomorrow, at least I know where I would put my money: OIL.
    4 t sitten
    ·
    4 t sitten
    ·
    At the same time, Iran is affected by the embargo. They cannot manage without income in the unforeseeable future. I bet the USA and Iran will come to some kind of solution that both can swallow - by autumn. Then we all just have to live with Iran also becoming a nuclear power.
    3 t sitten
    ·
    3 t sitten
    ·
    At the same time, there is no doubt that they have achieved a tremendous strategic victory. The question is whether the USA (read Israel) can live with the scenario that is emerging now?
  • 20 t sitten
    ·
    20 t sitten
    ·
    DNO is really a joke, oil drops 3 percent but remains at high levels, DNO falls 5 percent, and then you sit and hear Trump say there is no agreement about any peace, list the company in Sweden so we avoid this game with the stock that seems to be going on in Norway.
    16 t sitten
    ·
    16 t sitten
    ·
    Completely agree, truly ridiculous situation
  • 1 päivä sitten · Muokattu
    ·
    1 päivä sitten · Muokattu
    ·
    I'm just grateful, and hope we get a nice dip before the dividends are paid out tomorrow. It's probably the expectations that the Strait of Hormuz will eventually open, without fully realizing the consequences the closure has already had for inventories etc. I believe they will earn well, and plan to act accordingly with the dividend. PS. If it drops a bit more now, I'll get a thousand more shares than I had previously calculated, so grateful to everyone who continues to sell. By the way, has anyone found a source for the content of the report?
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

NorwayOslo Børs
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
1 393--
1 886--
162--
1 000--
1 393--

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