2026 Q2 - tulosraportti
48 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
6,37%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 537 | - | - | ||
| 117 | - | - | ||
| 407 | - | - | ||
| 1 767 | - | - |
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 20.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
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
·11 t sittenhttps://www.finansavisen.no/energi/2026/10/07/8385791/teodor-sveen-nilsens-evige-favoritt-aksjen-jeg-ville-eid-resten-av-livet Bullish Panoro 👍🏻There is also one development Sveen-Nilsen himself highlights as surprising. Until June, the large and small oil companies moved quite similarly on the stock exchange. Then something happened. - From June until now there has been a marked shift, he says. The large ones have pulled away from the smaller ones. And it is precisely among the small companies that Sveen-Nilsen now finds several of the stocks he actually wants to buy. - We like Panoro, we like DNO and we like IPC Okea also has a buy recommendation, with a price target of 41 kroner. The favorite, however, is the same as before - International Petroleum Corp., or IPC. - If I had to own one stock for the rest of my life, it's still IPC. It has done insanely well in recent years, fortunately, but there is still upside.
·16 t sittenIn FA it is written about that Oil Companies (Equinor) have a pricing based on 100USD /barrel. Does this pricing apply to PEN as well?
Now I see the wording. ABG writes that the largest Nordic oil companies seem to price in three years of oil at 100 dollars a barrel and gas at 20 dollars per mmbtu, and that they consider this optimistic. At the same time, they are raising their own estimates to 93 dollars for 2026 and 79 dollars for 2027 (from 85 and 75). Your argument hits the mark, but with one clarification. ABG does not say that the market is using spot. They say that current prices require a high price level for several years. That is a claim about what prices imply, and it can only be disproven by calculating it, not by pointing at the curve. Test against the curve: Look at what Brent futures are actually trading at for 2027 and 2028. If they are around or below ABG's 79 dollars for 2027 and 76 dollars long-term, ABG is more bearish than the market, and "100 dollars for three years" is not what the curve is pricing in. In that case, share prices must be explained by something else, such as low discount rates, dividends and buybacks, or a higher long-term estimate among investors than at ABG. The interpretation "seem to": The phrasing is cautious. ABG has likely calculated what oil price yields today's valuation, and arrived at approximately 100 dollars for the coming years. That is not the same as the curve being at that level. ABG's own distinction: They believe large companies are expensive and small and medium-sized ones (Okea) are cheaper. This indicates that they are comparing how much positive oil price each company has priced in, not that the entire sector is priced at 100. If you want to dispute the report, the strongest attack is to show that the curve for 2027 and 2028 is well below 100, and that share prices can be defended with long-term price plus cash distributions. If you can send me what the curve is currently at, I can run the numbers. Over time, the price must cover the cost of replacing produced barrels, otherwise supply falls. Costs have risen in recent years with inflation in services and equipment, so the 20-year average of 76 dollars is nominal and is likely lower than the inflation-adjusted average. A normalized level should therefore rather be higher than 76. In that case, ABG's "normalization" is too low, and the gap between their estimates and what the market prices in becomes smaller than they give the impression of. Overall, your argument becomes: the market is pricing the back end, replacement cost implies that the normalized price is higher than 76 dollars, and then the stocks are not priced at 100 dollars for three years, but at a normalized level. That is a defensible position if you can plug in numbers for marginal cost.- 16 t sittenBrent front month up 3,7% since closing yday And further out is also starting to reprice https://www.ice.com/products/219/brent-crude-futures/data?marketId=6018442
- ·1 päivä sittenFun to follow oil pricing. Brent is going down going forward. Dated brent goes up 128 dollars today. Strong forces wanting price down on paper oil. Oil tankers are being taken out of iran in hormuz. Saudi is struggling with export from the Red Sea. Inventories are starting to empty (except for china) Saudi sells at a discount to asia, but it is having trouble getting it out. Sitting here myself in panoro with ice in my stomach. Think it will be a pleasant winter with panoro.
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
48 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
6,37%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
- ·11 t sittenhttps://www.finansavisen.no/energi/2026/10/07/8385791/teodor-sveen-nilsens-evige-favoritt-aksjen-jeg-ville-eid-resten-av-livet Bullish Panoro 👍🏻There is also one development Sveen-Nilsen himself highlights as surprising. Until June, the large and small oil companies moved quite similarly on the stock exchange. Then something happened. - From June until now there has been a marked shift, he says. The large ones have pulled away from the smaller ones. And it is precisely among the small companies that Sveen-Nilsen now finds several of the stocks he actually wants to buy. - We like Panoro, we like DNO and we like IPC Okea also has a buy recommendation, with a price target of 41 kroner. The favorite, however, is the same as before - International Petroleum Corp., or IPC. - If I had to own one stock for the rest of my life, it's still IPC. It has done insanely well in recent years, fortunately, but there is still upside.
- ·16 t sittenIn FA it is written about that Oil Companies (Equinor) have a pricing based on 100USD /barrel. Does this pricing apply to PEN as well?Now I see the wording. ABG writes that the largest Nordic oil companies seem to price in three years of oil at 100 dollars a barrel and gas at 20 dollars per mmbtu, and that they consider this optimistic. At the same time, they are raising their own estimates to 93 dollars for 2026 and 79 dollars for 2027 (from 85 and 75). Your argument hits the mark, but with one clarification. ABG does not say that the market is using spot. They say that current prices require a high price level for several years. That is a claim about what prices imply, and it can only be disproven by calculating it, not by pointing at the curve. Test against the curve: Look at what Brent futures are actually trading at for 2027 and 2028. If they are around or below ABG's 79 dollars for 2027 and 76 dollars long-term, ABG is more bearish than the market, and "100 dollars for three years" is not what the curve is pricing in. In that case, share prices must be explained by something else, such as low discount rates, dividends and buybacks, or a higher long-term estimate among investors than at ABG. The interpretation "seem to": The phrasing is cautious. ABG has likely calculated what oil price yields today's valuation, and arrived at approximately 100 dollars for the coming years. That is not the same as the curve being at that level. ABG's own distinction: They believe large companies are expensive and small and medium-sized ones (Okea) are cheaper. This indicates that they are comparing how much positive oil price each company has priced in, not that the entire sector is priced at 100. If you want to dispute the report, the strongest attack is to show that the curve for 2027 and 2028 is well below 100, and that share prices can be defended with long-term price plus cash distributions. If you can send me what the curve is currently at, I can run the numbers. Over time, the price must cover the cost of replacing produced barrels, otherwise supply falls. Costs have risen in recent years with inflation in services and equipment, so the 20-year average of 76 dollars is nominal and is likely lower than the inflation-adjusted average. A normalized level should therefore rather be higher than 76. In that case, ABG's "normalization" is too low, and the gap between their estimates and what the market prices in becomes smaller than they give the impression of. Overall, your argument becomes: the market is pricing the back end, replacement cost implies that the normalized price is higher than 76 dollars, and then the stocks are not priced at 100 dollars for three years, but at a normalized level. That is a defensible position if you can plug in numbers for marginal cost.
- 16 t sittenBrent front month up 3,7% since closing yday And further out is also starting to reprice https://www.ice.com/products/219/brent-crude-futures/data?marketId=6018442
- ·1 päivä sittenFun to follow oil pricing. Brent is going down going forward. Dated brent goes up 128 dollars today. Strong forces wanting price down on paper oil. Oil tankers are being taken out of iran in hormuz. Saudi is struggling with export from the Red Sea. Inventories are starting to empty (except for china) Saudi sells at a discount to asia, but it is having trouble getting it out. Sitting here myself in panoro with ice in my stomach. Think it will be a pleasant winter with panoro.
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 |
|---|---|---|---|---|
| 1 | - | - | ||
| 537 | - | - | ||
| 117 | - | - | ||
| 407 | - | - | ||
| 1 767 | - | - |
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 20.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
48 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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,374 NOK/osake
Viimeisin osinko
6,37%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·11 t sittenhttps://www.finansavisen.no/energi/2026/10/07/8385791/teodor-sveen-nilsens-evige-favoritt-aksjen-jeg-ville-eid-resten-av-livet Bullish Panoro 👍🏻There is also one development Sveen-Nilsen himself highlights as surprising. Until June, the large and small oil companies moved quite similarly on the stock exchange. Then something happened. - From June until now there has been a marked shift, he says. The large ones have pulled away from the smaller ones. And it is precisely among the small companies that Sveen-Nilsen now finds several of the stocks he actually wants to buy. - We like Panoro, we like DNO and we like IPC Okea also has a buy recommendation, with a price target of 41 kroner. The favorite, however, is the same as before - International Petroleum Corp., or IPC. - If I had to own one stock for the rest of my life, it's still IPC. It has done insanely well in recent years, fortunately, but there is still upside.
- ·16 t sittenIn FA it is written about that Oil Companies (Equinor) have a pricing based on 100USD /barrel. Does this pricing apply to PEN as well?Now I see the wording. ABG writes that the largest Nordic oil companies seem to price in three years of oil at 100 dollars a barrel and gas at 20 dollars per mmbtu, and that they consider this optimistic. At the same time, they are raising their own estimates to 93 dollars for 2026 and 79 dollars for 2027 (from 85 and 75). Your argument hits the mark, but with one clarification. ABG does not say that the market is using spot. They say that current prices require a high price level for several years. That is a claim about what prices imply, and it can only be disproven by calculating it, not by pointing at the curve. Test against the curve: Look at what Brent futures are actually trading at for 2027 and 2028. If they are around or below ABG's 79 dollars for 2027 and 76 dollars long-term, ABG is more bearish than the market, and "100 dollars for three years" is not what the curve is pricing in. In that case, share prices must be explained by something else, such as low discount rates, dividends and buybacks, or a higher long-term estimate among investors than at ABG. The interpretation "seem to": The phrasing is cautious. ABG has likely calculated what oil price yields today's valuation, and arrived at approximately 100 dollars for the coming years. That is not the same as the curve being at that level. ABG's own distinction: They believe large companies are expensive and small and medium-sized ones (Okea) are cheaper. This indicates that they are comparing how much positive oil price each company has priced in, not that the entire sector is priced at 100. If you want to dispute the report, the strongest attack is to show that the curve for 2027 and 2028 is well below 100, and that share prices can be defended with long-term price plus cash distributions. If you can send me what the curve is currently at, I can run the numbers. Over time, the price must cover the cost of replacing produced barrels, otherwise supply falls. Costs have risen in recent years with inflation in services and equipment, so the 20-year average of 76 dollars is nominal and is likely lower than the inflation-adjusted average. A normalized level should therefore rather be higher than 76. In that case, ABG's "normalization" is too low, and the gap between their estimates and what the market prices in becomes smaller than they give the impression of. Overall, your argument becomes: the market is pricing the back end, replacement cost implies that the normalized price is higher than 76 dollars, and then the stocks are not priced at 100 dollars for three years, but at a normalized level. That is a defensible position if you can plug in numbers for marginal cost.
- 16 t sittenBrent front month up 3,7% since closing yday And further out is also starting to reprice https://www.ice.com/products/219/brent-crude-futures/data?marketId=6018442
- ·1 päivä sittenFun to follow oil pricing. Brent is going down going forward. Dated brent goes up 128 dollars today. Strong forces wanting price down on paper oil. Oil tankers are being taken out of iran in hormuz. Saudi is struggling with export from the Red Sea. Inventories are starting to empty (except for china) Saudi sells at a discount to asia, but it is having trouble getting it out. Sitting here myself in panoro with ice in my stomach. Think it will be a pleasant winter with panoro.
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 |
|---|---|---|---|---|
| 1 | - | - | ||
| 537 | - | - | ||
| 117 | - | - | ||
| 407 | - | - | ||
| 1 767 | - | - |
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