2026 Q2 - tulosraportti
50 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 |
|---|---|---|---|---|
| 425 | - | - | ||
| 167 | - | - | ||
| 12 059 | - | - | ||
| 1 | - | - | ||
| 33 | - | - |
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
7 t sittenBy 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.
There will be a squeeze on rates in 27 or 28. Rigs being taken out and more to go to work. We are not talking about many rigs before we are there. Will be a good case going forward anyway but a shame ENH's rigs have to find work now and not in 9 months..
·1 päivä sittenYou guys sitting there have a bit more knowledge and experience. How high do you see the probability of new contracts being signed before the new year? And that platform that is going to take over for sed isn't that in the Hormuz Strait at the moment?
- ·1 päivä sittenNow something is finally happening here. Any news driving this?
For me it sounds pretty definitive to say that the cash flow stops next year. That could happen, but in my model there is still a profit of 1.0-1.3 NOK per share in 2027 even if we assume that the two uncontracted rigs remain without a contract for an extended period. The remaining four rigs are already committed for most of the year. But I actually think the opposite when it comes to logic vs. news. If you look at prices, new supply (hardly any), reduction in capacity (quite a bit that will be taken out), and demand (increased when inventories are to be filled after Hormuz and countries in Asia will want to become more self-sufficient), it follows in my mind that news will follow logic in the long run. But by all means, would love to see news about the rigs. 
·2 päivää sittenInteresting to see the pace in Borr now. If it is the case that the market is starting to price in an improved jack-up market, SED should surely also be able to get a boost eventually
Well, hard to say. It looks like the bottom for SED is roughly where we are now, but it is only new contracts that determine whether the share price goes up or down. Anyway, it is kind of fun that even the bear case at these prices yields about 14-15%. Even at my gav (8 kr), it takes a lot to drop below a 10% direct return. So here it is just a matter of staying put. Even if SED were to take tenders at 70-80K a day, you would get about 17-18% at 8 kr. Worst case is 2 rigs laid up for a few months as I see it. Do not believe that a lot of jack-ups are being smuggled out of the Persian Gulf and crashing the market. Soon, new resources must be explored and drilled for on a massive scale due to a deficit of resources.
·9.10.Why is the upcoming ex-dividend date not created here?
I am invested in Noram, they do not pay out dividends either, but rather repayment of share capital. That comes immediately when the announcement comes from the company
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
50 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
- 7 t sittenBy 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.There will be a squeeze on rates in 27 or 28. Rigs being taken out and more to go to work. We are not talking about many rigs before we are there. Will be a good case going forward anyway but a shame ENH's rigs have to find work now and not in 9 months..
- ·1 päivä sittenYou guys sitting there have a bit more knowledge and experience. How high do you see the probability of new contracts being signed before the new year? And that platform that is going to take over for sed isn't that in the Hormuz Strait at the moment?
- ·1 päivä sittenNow something is finally happening here. Any news driving this?For me it sounds pretty definitive to say that the cash flow stops next year. That could happen, but in my model there is still a profit of 1.0-1.3 NOK per share in 2027 even if we assume that the two uncontracted rigs remain without a contract for an extended period. The remaining four rigs are already committed for most of the year. But I actually think the opposite when it comes to logic vs. news. If you look at prices, new supply (hardly any), reduction in capacity (quite a bit that will be taken out), and demand (increased when inventories are to be filled after Hormuz and countries in Asia will want to become more self-sufficient), it follows in my mind that news will follow logic in the long run. But by all means, would love to see news about the rigs.
- ·2 päivää sittenInteresting to see the pace in Borr now. If it is the case that the market is starting to price in an improved jack-up market, SED should surely also be able to get a boost eventuallyWell, hard to say. It looks like the bottom for SED is roughly where we are now, but it is only new contracts that determine whether the share price goes up or down. Anyway, it is kind of fun that even the bear case at these prices yields about 14-15%. Even at my gav (8 kr), it takes a lot to drop below a 10% direct return. So here it is just a matter of staying put. Even if SED were to take tenders at 70-80K a day, you would get about 17-18% at 8 kr. Worst case is 2 rigs laid up for a few months as I see it. Do not believe that a lot of jack-ups are being smuggled out of the Persian Gulf and crashing the market. Soon, new resources must be explored and drilled for on a massive scale due to a deficit of resources.
- ·9.10.Why is the upcoming ex-dividend date not created here?I am invested in Noram, they do not pay out dividends either, but rather repayment of share capital. That comes immediately when the announcement comes from the company
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 |
|---|---|---|---|---|
| 425 | - | - | ||
| 167 | - | - | ||
| 12 059 | - | - | ||
| 1 | - | - | ||
| 33 | - | - |
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
50 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
- 7 t sittenBy 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.There will be a squeeze on rates in 27 or 28. Rigs being taken out and more to go to work. We are not talking about many rigs before we are there. Will be a good case going forward anyway but a shame ENH's rigs have to find work now and not in 9 months..
- ·1 päivä sittenYou guys sitting there have a bit more knowledge and experience. How high do you see the probability of new contracts being signed before the new year? And that platform that is going to take over for sed isn't that in the Hormuz Strait at the moment?
- ·1 päivä sittenNow something is finally happening here. Any news driving this?For me it sounds pretty definitive to say that the cash flow stops next year. That could happen, but in my model there is still a profit of 1.0-1.3 NOK per share in 2027 even if we assume that the two uncontracted rigs remain without a contract for an extended period. The remaining four rigs are already committed for most of the year. But I actually think the opposite when it comes to logic vs. news. If you look at prices, new supply (hardly any), reduction in capacity (quite a bit that will be taken out), and demand (increased when inventories are to be filled after Hormuz and countries in Asia will want to become more self-sufficient), it follows in my mind that news will follow logic in the long run. But by all means, would love to see news about the rigs.
- ·2 päivää sittenInteresting to see the pace in Borr now. If it is the case that the market is starting to price in an improved jack-up market, SED should surely also be able to get a boost eventuallyWell, hard to say. It looks like the bottom for SED is roughly where we are now, but it is only new contracts that determine whether the share price goes up or down. Anyway, it is kind of fun that even the bear case at these prices yields about 14-15%. Even at my gav (8 kr), it takes a lot to drop below a 10% direct return. So here it is just a matter of staying put. Even if SED were to take tenders at 70-80K a day, you would get about 17-18% at 8 kr. Worst case is 2 rigs laid up for a few months as I see it. Do not believe that a lot of jack-ups are being smuggled out of the Persian Gulf and crashing the market. Soon, new resources must be explored and drilled for on a massive scale due to a deficit of resources.
- ·9.10.Why is the upcoming ex-dividend date not created here?I am invested in Noram, they do not pay out dividends either, but rather repayment of share capital. That comes immediately when the announcement comes from the company
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 |
|---|---|---|---|---|
| 425 | - | - | ||
| 167 | - | - | ||
| 12 059 | - | - | ||
| 1 | - | - | ||
| 33 | - | - |
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