2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧56 min
0,374 NOK/osake
Irtoamispäivä 2.9.
7,99%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 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 20.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sittenWhat do you think the dividend will be in 2027? Won't the figures and oil sales for 2026 be the basis for the dividend capacity in 2027? In 2025 they had a free cashflow of 58,8 mill Usd --> pays out 50% cashflow to equity which was 21,6 Usd, ca 200 mill NOK
·5 t sitten · MuokattuThe day after the Q2 presentation (on the company's website), the expected lifting scedule is tremendously increased: https://mb.cision.com/Public/399/4386251/9ddfd16e8772fc7c.pdf For Q3 with plus 0,2–0,3 million barrels and in Q4 with a full 0,9–1,1 million extra barrels (compared to the Q2 presentation). Looking at the midpoints, the total expected lifting scedule for Q3 and Q4 is about 𝟮,𝟳𝟬 mill. barrels at the Q2 presentation and the day after, the figure is about 𝟯,𝟴𝟱 mill. barrels. Yes, a stock exchange announcement is requested!
Ivory Coast is not included in the average 3.85, so 0.6 mil extra should probably be added for 2H Q3-4.
·9 t sittenNothing new from the stock exchange regarding the error in the last reporting? That it should be raised so much more than what was reported would surely have an impact on the share price, one would think.
·9 t sittenDo not discount physical flows, but do not believe Bessent's 16 mb/d. Kpler's daily figures are preliminary and are usually adjusted upwards afterwards – do not use them as truth. The ADNOC model is spreading: crude oil is shuttled to Fujairah and loaded outside the strait via STS. China has taken Basrah and Arab crude on tender outside Hormuz. SOMO and Aramco are doing the same thing. TD3C freight is surging – this indicates real tanker demand (barrels being moved), not just floating storage. Satellite (optical + SAR) shows continuous lifts from UAE (Zirku, Das); Iraq and Kuwait are also loading, albeit slower than ADNOC. Conclusion: Bessent's 16 mb/d is probably jawboning (e.g. a peak day). Real prompt flows are rather at least 5–6 mb/d, perhaps towards ~8 mb/d. The market is still in deficit. Preliminary Kpler prints should not be used to deny that significant volume is actually moving through/past the strait via workarounds.- ·15 t sittenIran has a difficult dilemma. They fundamentally want peace, but on their terms. They wish that the countries around the Persian Gulf would stick together and that Israel's and USA's influence and presence in the region would decrease. The oil price is one of their weapons against the USA, but right now it's not working as negative news is suppressed and fabricated news controls the media. Iran has two main alternatives. Escalate or wait for reserves to run out. They have shown that they can completely close the Strait of Hormuz, or as now, let some traffic pass to let time work. One cannot disregard the new sanctions affecting trade and the Iranian people. Perhaps one expected a direct response, but Iran has many factors to consider. The people are used to difficult times. I suspect there will be a calm period while they talk with their neighbors about the future. Not the best "right now" for our stocks, but on the other hand, we can be sure that the shortage in the future will remain for a long time.
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
6 päivää sitten
‧56 min
0,374 NOK/osake
Irtoamispäivä 2.9.
7,99%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
- ·2 t sittenWhat do you think the dividend will be in 2027? Won't the figures and oil sales for 2026 be the basis for the dividend capacity in 2027? In 2025 they had a free cashflow of 58,8 mill Usd --> pays out 50% cashflow to equity which was 21,6 Usd, ca 200 mill NOK
- ·5 t sitten · MuokattuThe day after the Q2 presentation (on the company's website), the expected lifting scedule is tremendously increased: https://mb.cision.com/Public/399/4386251/9ddfd16e8772fc7c.pdf For Q3 with plus 0,2–0,3 million barrels and in Q4 with a full 0,9–1,1 million extra barrels (compared to the Q2 presentation). Looking at the midpoints, the total expected lifting scedule for Q3 and Q4 is about 𝟮,𝟳𝟬 mill. barrels at the Q2 presentation and the day after, the figure is about 𝟯,𝟴𝟱 mill. barrels. Yes, a stock exchange announcement is requested!Ivory Coast is not included in the average 3.85, so 0.6 mil extra should probably be added for 2H Q3-4.
- ·9 t sittenNothing new from the stock exchange regarding the error in the last reporting? That it should be raised so much more than what was reported would surely have an impact on the share price, one would think.
- ·9 t sittenDo not discount physical flows, but do not believe Bessent's 16 mb/d. Kpler's daily figures are preliminary and are usually adjusted upwards afterwards – do not use them as truth. The ADNOC model is spreading: crude oil is shuttled to Fujairah and loaded outside the strait via STS. China has taken Basrah and Arab crude on tender outside Hormuz. SOMO and Aramco are doing the same thing. TD3C freight is surging – this indicates real tanker demand (barrels being moved), not just floating storage. Satellite (optical + SAR) shows continuous lifts from UAE (Zirku, Das); Iraq and Kuwait are also loading, albeit slower than ADNOC. Conclusion: Bessent's 16 mb/d is probably jawboning (e.g. a peak day). Real prompt flows are rather at least 5–6 mb/d, perhaps towards ~8 mb/d. The market is still in deficit. Preliminary Kpler prints should not be used to deny that significant volume is actually moving through/past the strait via workarounds.
- ·15 t sittenIran has a difficult dilemma. They fundamentally want peace, but on their terms. They wish that the countries around the Persian Gulf would stick together and that Israel's and USA's influence and presence in the region would decrease. The oil price is one of their weapons against the USA, but right now it's not working as negative news is suppressed and fabricated news controls the media. Iran has two main alternatives. Escalate or wait for reserves to run out. They have shown that they can completely close the Strait of Hormuz, or as now, let some traffic pass to let time work. One cannot disregard the new sanctions affecting trade and the Iranian people. Perhaps one expected a direct response, but Iran has many factors to consider. The people are used to difficult times. I suspect there will be a calm period while they talk with their neighbors about the future. Not the best "right now" for our stocks, but on the other hand, we can be sure that the shortage in the future will remain for a long time.
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 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 20.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
2026 Q2 -tulosraportti
UUTTA
6 päivää sitten
‧56 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 20.8. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 20.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 |
0,374 NOK/osake
Irtoamispäivä 2.9.
7,99%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenWhat do you think the dividend will be in 2027? Won't the figures and oil sales for 2026 be the basis for the dividend capacity in 2027? In 2025 they had a free cashflow of 58,8 mill Usd --> pays out 50% cashflow to equity which was 21,6 Usd, ca 200 mill NOK
- ·5 t sitten · MuokattuThe day after the Q2 presentation (on the company's website), the expected lifting scedule is tremendously increased: https://mb.cision.com/Public/399/4386251/9ddfd16e8772fc7c.pdf For Q3 with plus 0,2–0,3 million barrels and in Q4 with a full 0,9–1,1 million extra barrels (compared to the Q2 presentation). Looking at the midpoints, the total expected lifting scedule for Q3 and Q4 is about 𝟮,𝟳𝟬 mill. barrels at the Q2 presentation and the day after, the figure is about 𝟯,𝟴𝟱 mill. barrels. Yes, a stock exchange announcement is requested!Ivory Coast is not included in the average 3.85, so 0.6 mil extra should probably be added for 2H Q3-4.
- ·9 t sittenNothing new from the stock exchange regarding the error in the last reporting? That it should be raised so much more than what was reported would surely have an impact on the share price, one would think.
- ·9 t sittenDo not discount physical flows, but do not believe Bessent's 16 mb/d. Kpler's daily figures are preliminary and are usually adjusted upwards afterwards – do not use them as truth. The ADNOC model is spreading: crude oil is shuttled to Fujairah and loaded outside the strait via STS. China has taken Basrah and Arab crude on tender outside Hormuz. SOMO and Aramco are doing the same thing. TD3C freight is surging – this indicates real tanker demand (barrels being moved), not just floating storage. Satellite (optical + SAR) shows continuous lifts from UAE (Zirku, Das); Iraq and Kuwait are also loading, albeit slower than ADNOC. Conclusion: Bessent's 16 mb/d is probably jawboning (e.g. a peak day). Real prompt flows are rather at least 5–6 mb/d, perhaps towards ~8 mb/d. The market is still in deficit. Preliminary Kpler prints should not be used to deny that significant volume is actually moving through/past the strait via workarounds.
- ·15 t sittenIran has a difficult dilemma. They fundamentally want peace, but on their terms. They wish that the countries around the Persian Gulf would stick together and that Israel's and USA's influence and presence in the region would decrease. The oil price is one of their weapons against the USA, but right now it's not working as negative news is suppressed and fabricated news controls the media. Iran has two main alternatives. Escalate or wait for reserves to run out. They have shown that they can completely close the Strait of Hormuz, or as now, let some traffic pass to let time work. One cannot disregard the new sanctions affecting trade and the Iranian people. Perhaps one expected a direct response, but Iran has many factors to consider. The people are used to difficult times. I suspect there will be a calm period while they talk with their neighbors about the future. Not the best "right now" for our stocks, but on the other hand, we can be sure that the shortage in the future will remain for a long time.
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