2026 Q2 - tulosraportti
56 päivää sitten
‧29 min
0,3231 NOK/osake
Viimeisin osinko
21,68%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 005 | - | - | ||
| 1 891 | - | - | ||
| 1 502 | - | - | ||
| 85 | - | - | ||
| 710 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on 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
·17 t sittenRIGG: FEARNLEY VENTER AT BEGRENSET KAPASITET GIR POSITIVE MARKEDSUTSIKTER Close i dag kl. 08:57 ∙ TDN Finans Oslo (Infront TDN Direkt): Fearnley Securities forblir positive til riggselskapene, drevet av forventninger om økt etterspørsel etter flytende borerigger i moderate værforhold og et i praksis fullbooket marked for high-end harsh floaters. Det fremgår av en sektorrapport fra meglerhuset tirsdag. Meglerhuset foretrekker eksponering mot dyptvannssegmentet og fremhever Constellation Oil Services, Transocean og Seadrill som toppvalg. Videre oppgraderes Energy Holdings og Odfjell Drilling til kjøp, mens Borr Drilling og Noble nedgraderes til hold. Fearnley Securities skriver at den nåværende trenden for jackup-rigger er sidelengs til fallende, mens det fremholdes at en normalisering i Midtøsten bør støtte økt etterspørsel og en markedsbedring. Meglerhuset noterer at utsiktene for flytende borerigger blir stadig mer positive, ettersom tilgjengelig kapasitet i høykvalitetssegmentet er begrenset etter en netto tilførsel på rundt 25 rigger siden 2019. For jackup-rigger er det rundt 20 moderne og 11 eldre rigger tilgjengelig, mens kapasiteten utenfor markedet er begrenset. Meglerhuset mener derfor at selv moderat etterspørselsvekst vil være tilstrekkelig til å stramme inn begge markedene. Videre pekes det på at økt etterspørsel allerede har bedret inntjeningsmulighetene for flytende rigger, med dagrater på rundt 500.000 dollar pr dag for syvende generasjons boreskip og 520.000 dollar pr dag for harsh floaters-rigger. Meglerhuset legger til grunn en oljepris på 75 dollar pr fat fra 2027, selv om den siste utviklingen kan tyde på at risikoen heller mot høyere priser enn lavere. Med en oljepris på 75 dollar pr fat tilsier økonomien fortsatt vekst innen offshore, fremholdes det. Konvensjonell offshoreproduksjon, særlig på dypt vann, vil fortsatt være avgjørende for å kompensere for fallende produksjon fra eksisterende felt og møte etterspørselsveksten, ifølge Fearnley. <<Det er viktig at lete- og produksjonsselskapene (E&P) har opprettholdt kapitaldisiplinen, og det er få tegn til at den siste oljeprisoppgangen har endret investeringsplanene for offshore. Vi forventer derfor begrenset påvirkning på offshoreaktiviteten, forutsatt at oljeprisen holder seg over rundt 60 dollar pr fat>>, noteres det videre.
·1 päivä sitten · MuokattuOne might find it a bit annoying how Nordnet does not show the dividend in November, we have after all known about this since the 4th of September.
It is probably whom you need to call to complain to. When they have registered it on the "exchange" then it shows up the next day at nordnet
·16.10. · MuokattuThinking there will be buys on every dip going forward . The industry is lukewarm but the future is bigger . Long-term stock I think but with good opportunities .
You will get back about 1 kr before there is even any drop in revenue from idle rigs. Q2 is to be paid out, as well as Q3 and Q4. If Ventura gets good contracts before ENH they will be able to contribute well on dividends, and vice versa when ENH gets new contracts. I think the case will just roll on without much of a dip in payouts going forward. Otherwise, it would have been short-sighted of both companies to both merge and guide intervals for payouts at the same time they knew that contract renewals were imminent.
·16.10.Anyone know how the dividends will be going forward?Q3 and Q4 will not necessarily come in as guided due to the merger. Then the funds could be used differently by the company but still to our benefit. Let us hope so because the effect will be a higher dividend per share. Without the merger, the guidance should hold, but next year's dividend will probably be reduced, how much depends on new contract signings. If there is downtime for rigs, it hits hard. If it becomes 80-90k day rate on average, fcf and thus the dividend will probably be reduced to well under a krone. But rates are on the way up and on a 4-5 year horizon, there is probably little that beats this stock.
15.10.By preparing a more in-depth Buyside report, I was able to reach some conclusions that I believe many here are unaware of. The Tender Assist Drilling (TAD) market in total has between 26 and 28 tenders. There are currently only 8 rigs of this type available or rolling off contracts globally for the 2026/2027 window: • EDrill-1 (Energy Drilling) | ~12 years old | Premium Barge (Optimized Opex) • T-15 (Energy Drilling) | ~13 years old | Premium Barge (Optimized Opex) • T-16 (Energy Drilling) | ~13 years old | Premium Barge (Optimized Opex) • Sapura Berani (Vantris) | ~20 years old | Semi-Tender • Sapura Setia (Vantris) | ~21 years old | Legacy Barge • Sapura Alliance (Vantris) | ~22 years old | Semi-Tender • Sapura Menang (Vantris) | ~18 years old | Semi-Tender • Sapura Pelaut (Vantris) | ~32 years old | Technically out of competition. Of these available units, the Semi Tenders have a higher OPEX and cannot compete with ENH's assets. The Sapura Pelaut is effectively out of the running for active and modern drilling campaigns. Thus, in the unique technical specifications of this niche, there are 4 priority tenders available for allocation. (3 from ENH). `ENH has publicly disclosed that it is monitoring and bidding on 6 global tenders, 3 of which feature near-exclusive technical specifications for Tender Assist fleets. These projects involve light, fixed wellhead platforms that, due to structural integrity and engineering constraints, cannot accept Jack-Ups in the bidding process. Globally, there are only 5 to 6 of these active processes open at the moment, meaning the pipeline is tight and should absorb 4 to 5 of the available units in the short-to-medium term.` In short, we only have 4 Tenders available to compete in 3 tenders with unique specifications. I would appreciate comments that complement or provide additional information different from mine, in a respectful manner.As a 3 year case this is probably insanely good. Provided that they get decent contracts now and Ventura happens. In 2030 the rate squeeze will be hard and they are going on market contracts. Super cashflow and American listing then it will be good dividends and high ebitda multiple on the pricing.
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
56 päivää sitten
‧29 min
0,3231 NOK/osake
Viimeisin osinko
21,68%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
- ·17 t sittenRIGG: FEARNLEY VENTER AT BEGRENSET KAPASITET GIR POSITIVE MARKEDSUTSIKTER Close i dag kl. 08:57 ∙ TDN Finans Oslo (Infront TDN Direkt): Fearnley Securities forblir positive til riggselskapene, drevet av forventninger om økt etterspørsel etter flytende borerigger i moderate værforhold og et i praksis fullbooket marked for high-end harsh floaters. Det fremgår av en sektorrapport fra meglerhuset tirsdag. Meglerhuset foretrekker eksponering mot dyptvannssegmentet og fremhever Constellation Oil Services, Transocean og Seadrill som toppvalg. Videre oppgraderes Energy Holdings og Odfjell Drilling til kjøp, mens Borr Drilling og Noble nedgraderes til hold. Fearnley Securities skriver at den nåværende trenden for jackup-rigger er sidelengs til fallende, mens det fremholdes at en normalisering i Midtøsten bør støtte økt etterspørsel og en markedsbedring. Meglerhuset noterer at utsiktene for flytende borerigger blir stadig mer positive, ettersom tilgjengelig kapasitet i høykvalitetssegmentet er begrenset etter en netto tilførsel på rundt 25 rigger siden 2019. For jackup-rigger er det rundt 20 moderne og 11 eldre rigger tilgjengelig, mens kapasiteten utenfor markedet er begrenset. Meglerhuset mener derfor at selv moderat etterspørselsvekst vil være tilstrekkelig til å stramme inn begge markedene. Videre pekes det på at økt etterspørsel allerede har bedret inntjeningsmulighetene for flytende rigger, med dagrater på rundt 500.000 dollar pr dag for syvende generasjons boreskip og 520.000 dollar pr dag for harsh floaters-rigger. Meglerhuset legger til grunn en oljepris på 75 dollar pr fat fra 2027, selv om den siste utviklingen kan tyde på at risikoen heller mot høyere priser enn lavere. Med en oljepris på 75 dollar pr fat tilsier økonomien fortsatt vekst innen offshore, fremholdes det. Konvensjonell offshoreproduksjon, særlig på dypt vann, vil fortsatt være avgjørende for å kompensere for fallende produksjon fra eksisterende felt og møte etterspørselsveksten, ifølge Fearnley. <<Det er viktig at lete- og produksjonsselskapene (E&P) har opprettholdt kapitaldisiplinen, og det er få tegn til at den siste oljeprisoppgangen har endret investeringsplanene for offshore. Vi forventer derfor begrenset påvirkning på offshoreaktiviteten, forutsatt at oljeprisen holder seg over rundt 60 dollar pr fat>>, noteres det videre.
- ·1 päivä sitten · MuokattuOne might find it a bit annoying how Nordnet does not show the dividend in November, we have after all known about this since the 4th of September.It is probably whom you need to call to complain to. When they have registered it on the "exchange" then it shows up the next day at nordnet
- ·16.10. · MuokattuThinking there will be buys on every dip going forward . The industry is lukewarm but the future is bigger . Long-term stock I think but with good opportunities .You will get back about 1 kr before there is even any drop in revenue from idle rigs. Q2 is to be paid out, as well as Q3 and Q4. If Ventura gets good contracts before ENH they will be able to contribute well on dividends, and vice versa when ENH gets new contracts. I think the case will just roll on without much of a dip in payouts going forward. Otherwise, it would have been short-sighted of both companies to both merge and guide intervals for payouts at the same time they knew that contract renewals were imminent.
- ·16.10.Anyone know how the dividends will be going forward?Q3 and Q4 will not necessarily come in as guided due to the merger. Then the funds could be used differently by the company but still to our benefit. Let us hope so because the effect will be a higher dividend per share. Without the merger, the guidance should hold, but next year's dividend will probably be reduced, how much depends on new contract signings. If there is downtime for rigs, it hits hard. If it becomes 80-90k day rate on average, fcf and thus the dividend will probably be reduced to well under a krone. But rates are on the way up and on a 4-5 year horizon, there is probably little that beats this stock.
- 15.10.By preparing a more in-depth Buyside report, I was able to reach some conclusions that I believe many here are unaware of. The Tender Assist Drilling (TAD) market in total has between 26 and 28 tenders. There are currently only 8 rigs of this type available or rolling off contracts globally for the 2026/2027 window: • EDrill-1 (Energy Drilling) | ~12 years old | Premium Barge (Optimized Opex) • T-15 (Energy Drilling) | ~13 years old | Premium Barge (Optimized Opex) • T-16 (Energy Drilling) | ~13 years old | Premium Barge (Optimized Opex) • Sapura Berani (Vantris) | ~20 years old | Semi-Tender • Sapura Setia (Vantris) | ~21 years old | Legacy Barge • Sapura Alliance (Vantris) | ~22 years old | Semi-Tender • Sapura Menang (Vantris) | ~18 years old | Semi-Tender • Sapura Pelaut (Vantris) | ~32 years old | Technically out of competition. Of these available units, the Semi Tenders have a higher OPEX and cannot compete with ENH's assets. The Sapura Pelaut is effectively out of the running for active and modern drilling campaigns. Thus, in the unique technical specifications of this niche, there are 4 priority tenders available for allocation. (3 from ENH). `ENH has publicly disclosed that it is monitoring and bidding on 6 global tenders, 3 of which feature near-exclusive technical specifications for Tender Assist fleets. These projects involve light, fixed wellhead platforms that, due to structural integrity and engineering constraints, cannot accept Jack-Ups in the bidding process. Globally, there are only 5 to 6 of these active processes open at the moment, meaning the pipeline is tight and should absorb 4 to 5 of the available units in the short-to-medium term.` In short, we only have 4 Tenders available to compete in 3 tenders with unique specifications. I would appreciate comments that complement or provide additional information different from mine, in a respectful manner.As a 3 year case this is probably insanely good. Provided that they get decent contracts now and Ventura happens. In 2030 the rate squeeze will be hard and they are going on market contracts. Super cashflow and American listing then it will be good dividends and high ebitda multiple on the pricing.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 005 | - | - | ||
| 1 891 | - | - | ||
| 1 502 | - | - | ||
| 85 | - | - | ||
| 710 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on 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
56 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
0,3231 NOK/osake
Viimeisin osinko
21,68%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·17 t sittenRIGG: FEARNLEY VENTER AT BEGRENSET KAPASITET GIR POSITIVE MARKEDSUTSIKTER Close i dag kl. 08:57 ∙ TDN Finans Oslo (Infront TDN Direkt): Fearnley Securities forblir positive til riggselskapene, drevet av forventninger om økt etterspørsel etter flytende borerigger i moderate værforhold og et i praksis fullbooket marked for high-end harsh floaters. Det fremgår av en sektorrapport fra meglerhuset tirsdag. Meglerhuset foretrekker eksponering mot dyptvannssegmentet og fremhever Constellation Oil Services, Transocean og Seadrill som toppvalg. Videre oppgraderes Energy Holdings og Odfjell Drilling til kjøp, mens Borr Drilling og Noble nedgraderes til hold. Fearnley Securities skriver at den nåværende trenden for jackup-rigger er sidelengs til fallende, mens det fremholdes at en normalisering i Midtøsten bør støtte økt etterspørsel og en markedsbedring. Meglerhuset noterer at utsiktene for flytende borerigger blir stadig mer positive, ettersom tilgjengelig kapasitet i høykvalitetssegmentet er begrenset etter en netto tilførsel på rundt 25 rigger siden 2019. For jackup-rigger er det rundt 20 moderne og 11 eldre rigger tilgjengelig, mens kapasiteten utenfor markedet er begrenset. Meglerhuset mener derfor at selv moderat etterspørselsvekst vil være tilstrekkelig til å stramme inn begge markedene. Videre pekes det på at økt etterspørsel allerede har bedret inntjeningsmulighetene for flytende rigger, med dagrater på rundt 500.000 dollar pr dag for syvende generasjons boreskip og 520.000 dollar pr dag for harsh floaters-rigger. Meglerhuset legger til grunn en oljepris på 75 dollar pr fat fra 2027, selv om den siste utviklingen kan tyde på at risikoen heller mot høyere priser enn lavere. Med en oljepris på 75 dollar pr fat tilsier økonomien fortsatt vekst innen offshore, fremholdes det. Konvensjonell offshoreproduksjon, særlig på dypt vann, vil fortsatt være avgjørende for å kompensere for fallende produksjon fra eksisterende felt og møte etterspørselsveksten, ifølge Fearnley. <<Det er viktig at lete- og produksjonsselskapene (E&P) har opprettholdt kapitaldisiplinen, og det er få tegn til at den siste oljeprisoppgangen har endret investeringsplanene for offshore. Vi forventer derfor begrenset påvirkning på offshoreaktiviteten, forutsatt at oljeprisen holder seg over rundt 60 dollar pr fat>>, noteres det videre.
- ·1 päivä sitten · MuokattuOne might find it a bit annoying how Nordnet does not show the dividend in November, we have after all known about this since the 4th of September.It is probably whom you need to call to complain to. When they have registered it on the "exchange" then it shows up the next day at nordnet
- ·16.10. · MuokattuThinking there will be buys on every dip going forward . The industry is lukewarm but the future is bigger . Long-term stock I think but with good opportunities .You will get back about 1 kr before there is even any drop in revenue from idle rigs. Q2 is to be paid out, as well as Q3 and Q4. If Ventura gets good contracts before ENH they will be able to contribute well on dividends, and vice versa when ENH gets new contracts. I think the case will just roll on without much of a dip in payouts going forward. Otherwise, it would have been short-sighted of both companies to both merge and guide intervals for payouts at the same time they knew that contract renewals were imminent.
- ·16.10.Anyone know how the dividends will be going forward?Q3 and Q4 will not necessarily come in as guided due to the merger. Then the funds could be used differently by the company but still to our benefit. Let us hope so because the effect will be a higher dividend per share. Without the merger, the guidance should hold, but next year's dividend will probably be reduced, how much depends on new contract signings. If there is downtime for rigs, it hits hard. If it becomes 80-90k day rate on average, fcf and thus the dividend will probably be reduced to well under a krone. But rates are on the way up and on a 4-5 year horizon, there is probably little that beats this stock.
- 15.10.By preparing a more in-depth Buyside report, I was able to reach some conclusions that I believe many here are unaware of. The Tender Assist Drilling (TAD) market in total has between 26 and 28 tenders. There are currently only 8 rigs of this type available or rolling off contracts globally for the 2026/2027 window: • EDrill-1 (Energy Drilling) | ~12 years old | Premium Barge (Optimized Opex) • T-15 (Energy Drilling) | ~13 years old | Premium Barge (Optimized Opex) • T-16 (Energy Drilling) | ~13 years old | Premium Barge (Optimized Opex) • Sapura Berani (Vantris) | ~20 years old | Semi-Tender • Sapura Setia (Vantris) | ~21 years old | Legacy Barge • Sapura Alliance (Vantris) | ~22 years old | Semi-Tender • Sapura Menang (Vantris) | ~18 years old | Semi-Tender • Sapura Pelaut (Vantris) | ~32 years old | Technically out of competition. Of these available units, the Semi Tenders have a higher OPEX and cannot compete with ENH's assets. The Sapura Pelaut is effectively out of the running for active and modern drilling campaigns. Thus, in the unique technical specifications of this niche, there are 4 priority tenders available for allocation. (3 from ENH). `ENH has publicly disclosed that it is monitoring and bidding on 6 global tenders, 3 of which feature near-exclusive technical specifications for Tender Assist fleets. These projects involve light, fixed wellhead platforms that, due to structural integrity and engineering constraints, cannot accept Jack-Ups in the bidding process. Globally, there are only 5 to 6 of these active processes open at the moment, meaning the pipeline is tight and should absorb 4 to 5 of the available units in the short-to-medium term.` In short, we only have 4 Tenders available to compete in 3 tenders with unique specifications. I would appreciate comments that complement or provide additional information different from mine, in a respectful manner.As a 3 year case this is probably insanely good. Provided that they get decent contracts now and Ventura happens. In 2030 the rate squeeze will be hard and they are going on market contracts. Super cashflow and American listing then it will be good dividends and high ebitda multiple on the pricing.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 005 | - | - | ||
| 1 891 | - | - | ||
| 1 502 | - | - | ||
| 85 | - | - | ||
| 710 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt