2026 Q2 - tulosraportti
63 päivää sitten
‧29 min
0,32 NOK/osake
Irtoamispäivä 9.11.
20,88%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 24.2. | ||
2025 Q3 - tulosraportti 26.11.2025 | ||
2025 Q2 - tulosraportti 27.8.2025 |
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
·2 t sitten · MuokattuFusjon, utbytte og USA notering. Etter sammenslåingen er en årlig og skattevennlig tilbakebetaling på rundt NOK 1.4 sannsynlig på sikt. At to rigger for en velfortjent overhaling i Singapore er nok fornuftig og burde ikke bety allverdens for tilbakebetaling eller kursen frem i tid. Et stramt riggmarked, fusjonen i seg selv, og den planlagte USA-noteringen kan bidra ytterligere økt verdsettelse av selskapet. Liker man ikke fusjonen, brofinansiering fra DNB på USD 250 millioner og tryggheten dette gir for gjennomføring av fusjonen, finnes det flust av andre riggselskaper å ta inn i porteføljen. Det vil uansett være nok å gjøre i Thailandbukta, i Indonesia og i Brasil fremover. Ikke minst i en tid der energisikkerhet står høyt på agendaen. Mye tyder på at nye Energy Holding kan tilby en 40-60% oppside tilbakebetaling inkludert. https://smallcaptreasures.substack.com/p/ventura-offshore-and-sed-energy-a https://www.finansavisen.no/tdn/2026/10/20/06605592/rigg-fearnley-venter-at-begrenset-kapasitet-gir-positive-markedsutsikter
·15 t sittenFrom an economic perspective, today's award (Letter of Award) of a 30-month drilling campaign for the rig T-16 is a highly anticipated and solid piece of news for SED Energy Holdings (ENH). The contract has an estimated value of approx. 87 million dollars (around 950 million NOK) including mobilization fee. Here is an assessment of the key financial drivers in this announcement: 1. Repair of the order backlog (Most important) This is a critical financial breath of fresh air for the company. Just over a month ago (September), shareholders experienced a hard blow when ENH lost a major tender in Thailand (PTTEP) for two jack-up rigs right after the multi-billion merger with Ventura Offshore. That they are now landing a 30-month agreement for T-16 in Southeast Asia proves that market demand is there, and it fills a potential void in fleet utilization. 2. Predictable and strong cash flow A 30-month fixed period provides 2.5 years of guaranteed, stable revenues for this specific unit. • With a value of 87 million dollars, this yields a roughly estimated gross revenue (excluding mobilization) of just under 100,000 dollars per day. • In the rig market, this provides good visibility for the future EBITDA contribution, especially since ENH has previously reported an increase in adjusted EBITDA of 72 % in Q2 year-over-year. 3. Supports the high dividend focus The parent company ENH has a stated strategy of distributing excess liquidity to shareholders. They are paying an upcoming dividend of 0.32 NOK per share (Ex-date November 9, 2026). Long-term contracts like this ensure they have the financial backbone to maintain the yield over the coming years without having to eat into cash reserves or increase debt aggressively. Summary Technically and price-wise, the stock has had a tough past month and broken down from a horizontal trend channel following the contract loss in September. Financially, this contract is precisely the foundation the company needed to stabilize the ship, prove the merger's synergies, and ensure they can continue as a dividend machine. AI answers may contain errors. Contact a specialist if you need legal advice. Find out more is the payment for the contract bad No, the payment for this contract is considered very good, and it actually represents a solid financial boost (rate jump) for the rig T-16. This is why the payment is favorable for the company: • Significantly higher dayrate: Looking at historical figures, the previous contract for T-16 was at an average dayrate of around 78,000 dollars. • The new level: If we take the new contract value of 87 million dollars and divide it flatly over the 30 months (approx. 912 days), it gives a linear dayrate of around 95,000 dollars. Even though part of this amount is earmarked for the actual mobilization of the rig, the real dayrate is well above previous levels and well above the historical average for tender barges in the region. • Extra high margins: Tender barges (like T-16) have significantly lower operating expenses (Opex) than, for example, traditional jack-up rigs or semi-submersible rigs. When the dayrate creeps up toward 95,000 dollars, it means a very large share of this money goes straight to the bottom line as pure profit (the EBITDA margin increases sharply). In the rig market, increasing rates while securing work all the way until 2030 (if options are exercised) is the definition of a financial bulls-eye for a dividend-focused company.
Guidelines should soon be issued by Nordnet stating that posts generated using AI must be marked as such at the beginning of the post
·19 t sitten@Baretap12 You have already decided that SED is going down, I see. Well, it is quite convenient to be an analyst in your way: If the stock rises, the optimism is exaggerated. If it falls, you were right. And if a new contract comes along, of course that is bad too. It must be wonderful to have an analysis model that works no matter what the company does. 😂 Yes, 29 % lower price than the previous contract is in isolation negative. No reason to pretend otherwise. But to conclude that the stock has fallen too little, that the optimism has been far too great, and that the stock must be downgraded, without documenting what the contract actually means for margins, profitability, and future earnings, is not exactly impressive analytical skill. And this about "when that analyst starts hyping, the peak has passed", wonderful argumentation. An analyst is thus a sure sell signal just because you think so. Do you have any documentation for your accuracy, or is this just another one of the bold assertions you serve up in the hope that repetition will be mistaken for insight? The funniest part is still how you manage to find a negative angle on almost everything that happens in companies you clearly do not care for. When one produces negative posts on an assembly line, it eventually becomes interesting to know if the goal is to analyze the companies or just to get one's own view confirmed. Being negative is no achievement. Being precise, documenting one's claims, and actually understanding what one is analyzing, that is a completely different exercise. You CANNOT do that. I could have posted this post on countless forums you write on, and maybe I will do it?
Surely little action on the home front..must let the frustration out on some forum or other- 20 t sittenWhen they lost, price sharply went down. Now they won. Price is struggling. Ridiculous
More ok contracts for the last two, then we are theoretically back at pre contract-loss level. Whether the share price reflects that you can see for yourselves.. +ventura + rate squeeze upon renewal in 28/29 and we're talking a pleasant journey
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
63 päivää sitten
‧29 min
0,32 NOK/osake
Irtoamispäivä 9.11.
20,88%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
- ·2 t sitten · MuokattuFusjon, utbytte og USA notering. Etter sammenslåingen er en årlig og skattevennlig tilbakebetaling på rundt NOK 1.4 sannsynlig på sikt. At to rigger for en velfortjent overhaling i Singapore er nok fornuftig og burde ikke bety allverdens for tilbakebetaling eller kursen frem i tid. Et stramt riggmarked, fusjonen i seg selv, og den planlagte USA-noteringen kan bidra ytterligere økt verdsettelse av selskapet. Liker man ikke fusjonen, brofinansiering fra DNB på USD 250 millioner og tryggheten dette gir for gjennomføring av fusjonen, finnes det flust av andre riggselskaper å ta inn i porteføljen. Det vil uansett være nok å gjøre i Thailandbukta, i Indonesia og i Brasil fremover. Ikke minst i en tid der energisikkerhet står høyt på agendaen. Mye tyder på at nye Energy Holding kan tilby en 40-60% oppside tilbakebetaling inkludert. https://smallcaptreasures.substack.com/p/ventura-offshore-and-sed-energy-a https://www.finansavisen.no/tdn/2026/10/20/06605592/rigg-fearnley-venter-at-begrenset-kapasitet-gir-positive-markedsutsikter
- ·15 t sittenFrom an economic perspective, today's award (Letter of Award) of a 30-month drilling campaign for the rig T-16 is a highly anticipated and solid piece of news for SED Energy Holdings (ENH). The contract has an estimated value of approx. 87 million dollars (around 950 million NOK) including mobilization fee. Here is an assessment of the key financial drivers in this announcement: 1. Repair of the order backlog (Most important) This is a critical financial breath of fresh air for the company. Just over a month ago (September), shareholders experienced a hard blow when ENH lost a major tender in Thailand (PTTEP) for two jack-up rigs right after the multi-billion merger with Ventura Offshore. That they are now landing a 30-month agreement for T-16 in Southeast Asia proves that market demand is there, and it fills a potential void in fleet utilization. 2. Predictable and strong cash flow A 30-month fixed period provides 2.5 years of guaranteed, stable revenues for this specific unit. • With a value of 87 million dollars, this yields a roughly estimated gross revenue (excluding mobilization) of just under 100,000 dollars per day. • In the rig market, this provides good visibility for the future EBITDA contribution, especially since ENH has previously reported an increase in adjusted EBITDA of 72 % in Q2 year-over-year. 3. Supports the high dividend focus The parent company ENH has a stated strategy of distributing excess liquidity to shareholders. They are paying an upcoming dividend of 0.32 NOK per share (Ex-date November 9, 2026). Long-term contracts like this ensure they have the financial backbone to maintain the yield over the coming years without having to eat into cash reserves or increase debt aggressively. Summary Technically and price-wise, the stock has had a tough past month and broken down from a horizontal trend channel following the contract loss in September. Financially, this contract is precisely the foundation the company needed to stabilize the ship, prove the merger's synergies, and ensure they can continue as a dividend machine. AI answers may contain errors. Contact a specialist if you need legal advice. Find out more is the payment for the contract bad No, the payment for this contract is considered very good, and it actually represents a solid financial boost (rate jump) for the rig T-16. This is why the payment is favorable for the company: • Significantly higher dayrate: Looking at historical figures, the previous contract for T-16 was at an average dayrate of around 78,000 dollars. • The new level: If we take the new contract value of 87 million dollars and divide it flatly over the 30 months (approx. 912 days), it gives a linear dayrate of around 95,000 dollars. Even though part of this amount is earmarked for the actual mobilization of the rig, the real dayrate is well above previous levels and well above the historical average for tender barges in the region. • Extra high margins: Tender barges (like T-16) have significantly lower operating expenses (Opex) than, for example, traditional jack-up rigs or semi-submersible rigs. When the dayrate creeps up toward 95,000 dollars, it means a very large share of this money goes straight to the bottom line as pure profit (the EBITDA margin increases sharply). In the rig market, increasing rates while securing work all the way until 2030 (if options are exercised) is the definition of a financial bulls-eye for a dividend-focused company.Guidelines should soon be issued by Nordnet stating that posts generated using AI must be marked as such at the beginning of the post
- ·19 t sitten@Baretap12 You have already decided that SED is going down, I see. Well, it is quite convenient to be an analyst in your way: If the stock rises, the optimism is exaggerated. If it falls, you were right. And if a new contract comes along, of course that is bad too. It must be wonderful to have an analysis model that works no matter what the company does. 😂 Yes, 29 % lower price than the previous contract is in isolation negative. No reason to pretend otherwise. But to conclude that the stock has fallen too little, that the optimism has been far too great, and that the stock must be downgraded, without documenting what the contract actually means for margins, profitability, and future earnings, is not exactly impressive analytical skill. And this about "when that analyst starts hyping, the peak has passed", wonderful argumentation. An analyst is thus a sure sell signal just because you think so. Do you have any documentation for your accuracy, or is this just another one of the bold assertions you serve up in the hope that repetition will be mistaken for insight? The funniest part is still how you manage to find a negative angle on almost everything that happens in companies you clearly do not care for. When one produces negative posts on an assembly line, it eventually becomes interesting to know if the goal is to analyze the companies or just to get one's own view confirmed. Being negative is no achievement. Being precise, documenting one's claims, and actually understanding what one is analyzing, that is a completely different exercise. You CANNOT do that. I could have posted this post on countless forums you write on, and maybe I will do it?Surely little action on the home front..must let the frustration out on some forum or other
- 20 t sittenWhen they lost, price sharply went down. Now they won. Price is struggling. RidiculousMore ok contracts for the last two, then we are theoretically back at pre contract-loss level. Whether the share price reflects that you can see for yourselves.. +ventura + rate squeeze upon renewal in 28/29 and we're talking a pleasant journey
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 24.2. | ||
2025 Q3 - tulosraportti 26.11.2025 | ||
2025 Q2 - tulosraportti 27.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
63 päivää sitten
‧29 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 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 26.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 24.2. | ||
2025 Q3 - tulosraportti 26.11.2025 | ||
2025 Q2 - tulosraportti 27.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,32 NOK/osake
Irtoamispäivä 9.11.
20,88%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 t sitten · MuokattuFusjon, utbytte og USA notering. Etter sammenslåingen er en årlig og skattevennlig tilbakebetaling på rundt NOK 1.4 sannsynlig på sikt. At to rigger for en velfortjent overhaling i Singapore er nok fornuftig og burde ikke bety allverdens for tilbakebetaling eller kursen frem i tid. Et stramt riggmarked, fusjonen i seg selv, og den planlagte USA-noteringen kan bidra ytterligere økt verdsettelse av selskapet. Liker man ikke fusjonen, brofinansiering fra DNB på USD 250 millioner og tryggheten dette gir for gjennomføring av fusjonen, finnes det flust av andre riggselskaper å ta inn i porteføljen. Det vil uansett være nok å gjøre i Thailandbukta, i Indonesia og i Brasil fremover. Ikke minst i en tid der energisikkerhet står høyt på agendaen. Mye tyder på at nye Energy Holding kan tilby en 40-60% oppside tilbakebetaling inkludert. https://smallcaptreasures.substack.com/p/ventura-offshore-and-sed-energy-a https://www.finansavisen.no/tdn/2026/10/20/06605592/rigg-fearnley-venter-at-begrenset-kapasitet-gir-positive-markedsutsikter
- ·15 t sittenFrom an economic perspective, today's award (Letter of Award) of a 30-month drilling campaign for the rig T-16 is a highly anticipated and solid piece of news for SED Energy Holdings (ENH). The contract has an estimated value of approx. 87 million dollars (around 950 million NOK) including mobilization fee. Here is an assessment of the key financial drivers in this announcement: 1. Repair of the order backlog (Most important) This is a critical financial breath of fresh air for the company. Just over a month ago (September), shareholders experienced a hard blow when ENH lost a major tender in Thailand (PTTEP) for two jack-up rigs right after the multi-billion merger with Ventura Offshore. That they are now landing a 30-month agreement for T-16 in Southeast Asia proves that market demand is there, and it fills a potential void in fleet utilization. 2. Predictable and strong cash flow A 30-month fixed period provides 2.5 years of guaranteed, stable revenues for this specific unit. • With a value of 87 million dollars, this yields a roughly estimated gross revenue (excluding mobilization) of just under 100,000 dollars per day. • In the rig market, this provides good visibility for the future EBITDA contribution, especially since ENH has previously reported an increase in adjusted EBITDA of 72 % in Q2 year-over-year. 3. Supports the high dividend focus The parent company ENH has a stated strategy of distributing excess liquidity to shareholders. They are paying an upcoming dividend of 0.32 NOK per share (Ex-date November 9, 2026). Long-term contracts like this ensure they have the financial backbone to maintain the yield over the coming years without having to eat into cash reserves or increase debt aggressively. Summary Technically and price-wise, the stock has had a tough past month and broken down from a horizontal trend channel following the contract loss in September. Financially, this contract is precisely the foundation the company needed to stabilize the ship, prove the merger's synergies, and ensure they can continue as a dividend machine. AI answers may contain errors. Contact a specialist if you need legal advice. Find out more is the payment for the contract bad No, the payment for this contract is considered very good, and it actually represents a solid financial boost (rate jump) for the rig T-16. This is why the payment is favorable for the company: • Significantly higher dayrate: Looking at historical figures, the previous contract for T-16 was at an average dayrate of around 78,000 dollars. • The new level: If we take the new contract value of 87 million dollars and divide it flatly over the 30 months (approx. 912 days), it gives a linear dayrate of around 95,000 dollars. Even though part of this amount is earmarked for the actual mobilization of the rig, the real dayrate is well above previous levels and well above the historical average for tender barges in the region. • Extra high margins: Tender barges (like T-16) have significantly lower operating expenses (Opex) than, for example, traditional jack-up rigs or semi-submersible rigs. When the dayrate creeps up toward 95,000 dollars, it means a very large share of this money goes straight to the bottom line as pure profit (the EBITDA margin increases sharply). In the rig market, increasing rates while securing work all the way until 2030 (if options are exercised) is the definition of a financial bulls-eye for a dividend-focused company.Guidelines should soon be issued by Nordnet stating that posts generated using AI must be marked as such at the beginning of the post
- ·19 t sitten@Baretap12 You have already decided that SED is going down, I see. Well, it is quite convenient to be an analyst in your way: If the stock rises, the optimism is exaggerated. If it falls, you were right. And if a new contract comes along, of course that is bad too. It must be wonderful to have an analysis model that works no matter what the company does. 😂 Yes, 29 % lower price than the previous contract is in isolation negative. No reason to pretend otherwise. But to conclude that the stock has fallen too little, that the optimism has been far too great, and that the stock must be downgraded, without documenting what the contract actually means for margins, profitability, and future earnings, is not exactly impressive analytical skill. And this about "when that analyst starts hyping, the peak has passed", wonderful argumentation. An analyst is thus a sure sell signal just because you think so. Do you have any documentation for your accuracy, or is this just another one of the bold assertions you serve up in the hope that repetition will be mistaken for insight? The funniest part is still how you manage to find a negative angle on almost everything that happens in companies you clearly do not care for. When one produces negative posts on an assembly line, it eventually becomes interesting to know if the goal is to analyze the companies or just to get one's own view confirmed. Being negative is no achievement. Being precise, documenting one's claims, and actually understanding what one is analyzing, that is a completely different exercise. You CANNOT do that. I could have posted this post on countless forums you write on, and maybe I will do it?Surely little action on the home front..must let the frustration out on some forum or other
- 20 t sittenWhen they lost, price sharply went down. Now they won. Price is struggling. RidiculousMore ok contracts for the last two, then we are theoretically back at pre contract-loss level. Whether the share price reflects that you can see for yourselves.. +ventura + rate squeeze upon renewal in 28/29 and we're talking a pleasant journey
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt