2025 Q4 -tulosraportti
48 päivää sitten
‧58 min
1,03 USD/osake
Viimeisin osinko
2,56%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 1.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 30.1. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 1.8.2025 | ||
Vuosittainen yhtiökokous 2025 28.5.2025 | ||
2025 Q1 -tulosraportti 2.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
1 päivä sitten1 päivä sittenExxon is not dependent on oil from the Middle East, but is profiting from the price hike. However as soon as the ”special operation” in Iran ends, we can expect a sharp drop here. If the operation does not end in the stated 4-6 weeks, it can crawl up slowly and steady towards $170.
·20 t sittenThis war will not end after 4-6 weeks, trump doesn't know what he's doing at all, and he's so desperate not to lose face. And even if the war were to end in 4-6 weeks (a loss for the USA and Trump loses face, more than already), the Strait of Hormuz will never be the same as before, Iran has already stated that. I could well imagine that this is the beginning of the petrodollar's fall.- ·14.3.Starting to believe that Trump's goal is directly to smash the entire global oil supply. First they attack Iran and are surprised that hormuz closes (even though they have done it before), then they are surprised that oil infrastructure is attacked in other countries, and now they themselves attack Kharg, if Iran read escalates further, then we will see oil spike up towards 150-200$ next week, that man is about to smash the global economy.
·3 päivää sittenDon't crush. Definitely not. Control! Venezuela and Iran are oil producers USA has not had a grip on. 
·11.3.The oil price is currently around 90 USD, largely driven by geopolitical uncertainty in the Middle East. But if tensions ease, forecasts from the U.S. Energy Information Administration (EIA) expect the oil price to fall to around 70 USD by the end of 2026. This will naturally put pressure on the earnings of major oil companies, including Exxon. The question is therefore whether current earnings are in fact cyclical “peak earnings”, which the market might be overestimating. That being said, there are also strong arguments for the case: Exxon has increased its dividend for 43 consecutive years Debt is relatively low at approx. 11% net debt-to-capital Exxon's breakeven price is 40 USD per barrel and is projected to be 30 USD in 2030 In addition, Exxon is significantly increasing production, especially in Guyana and the Permian Basin, which can compensate for lower oil prices through higher volume. At the same time, they have significantly reduced their break-even oil price over the past many years. On the other hand, there is the long-term elephant in the room: the green transition. Although demand for oil is still expected to be high for many years to come according to analyses from e.g. the International Energy Agency, it is difficult to ignore the increasing political and regulatory pressure on fossil energy. So I'm a bit torn: In the short and medium term, Exxon still looks like a cash flow machine. But in the very long term, one might ask whether oil stocks risk becoming structural losers in line with the energy transition. What do you do yourselves? Do you hold Exxon long-term for the dividend? Do you just trade the oil cycle? Or do you stay away from the sector entirely?
·12.3.I'm here to check out this one for my oil portfolio. Cash break even at USD 40, seems a bit high for me. Much of exxons oil is probably WTI. I'm not jumping on this one, but will probably increase my holdings in the ones I have, which by the way are settled exclusively according to Brent (Petrobras break even approx, USD 30, PNOR with Opex USD 12 and zero debt, and Panoro). That being said, oil futures on Brent are a spread 6 months ahead at USD 11. So the futures market doesn't quite agree with EIA (there's probably politics in their estimates too). But no, I don't think we've reached the top yet.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
Uutiset
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.
2025 Q4 -tulosraportti
48 päivää sitten
‧58 min
1,03 USD/osake
Viimeisin osinko
2,56%Tuotto/v
Uutiset
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 päivä sitten1 päivä sittenExxon is not dependent on oil from the Middle East, but is profiting from the price hike. However as soon as the ”special operation” in Iran ends, we can expect a sharp drop here. If the operation does not end in the stated 4-6 weeks, it can crawl up slowly and steady towards $170.·20 t sittenThis war will not end after 4-6 weeks, trump doesn't know what he's doing at all, and he's so desperate not to lose face. And even if the war were to end in 4-6 weeks (a loss for the USA and Trump loses face, more than already), the Strait of Hormuz will never be the same as before, Iran has already stated that. I could well imagine that this is the beginning of the petrodollar's fall.
- ·14.3.Starting to believe that Trump's goal is directly to smash the entire global oil supply. First they attack Iran and are surprised that hormuz closes (even though they have done it before), then they are surprised that oil infrastructure is attacked in other countries, and now they themselves attack Kharg, if Iran read escalates further, then we will see oil spike up towards 150-200$ next week, that man is about to smash the global economy.·3 päivää sittenDon't crush. Definitely not. Control! Venezuela and Iran are oil producers USA has not had a grip on.
- ·11.3.The oil price is currently around 90 USD, largely driven by geopolitical uncertainty in the Middle East. But if tensions ease, forecasts from the U.S. Energy Information Administration (EIA) expect the oil price to fall to around 70 USD by the end of 2026. This will naturally put pressure on the earnings of major oil companies, including Exxon. The question is therefore whether current earnings are in fact cyclical “peak earnings”, which the market might be overestimating. That being said, there are also strong arguments for the case: Exxon has increased its dividend for 43 consecutive years Debt is relatively low at approx. 11% net debt-to-capital Exxon's breakeven price is 40 USD per barrel and is projected to be 30 USD in 2030 In addition, Exxon is significantly increasing production, especially in Guyana and the Permian Basin, which can compensate for lower oil prices through higher volume. At the same time, they have significantly reduced their break-even oil price over the past many years. On the other hand, there is the long-term elephant in the room: the green transition. Although demand for oil is still expected to be high for many years to come according to analyses from e.g. the International Energy Agency, it is difficult to ignore the increasing political and regulatory pressure on fossil energy. So I'm a bit torn: In the short and medium term, Exxon still looks like a cash flow machine. But in the very long term, one might ask whether oil stocks risk becoming structural losers in line with the energy transition. What do you do yourselves? Do you hold Exxon long-term for the dividend? Do you just trade the oil cycle? Or do you stay away from the sector entirely?·12.3.I'm here to check out this one for my oil portfolio. Cash break even at USD 40, seems a bit high for me. Much of exxons oil is probably WTI. I'm not jumping on this one, but will probably increase my holdings in the ones I have, which by the way are settled exclusively according to Brent (Petrobras break even approx, USD 30, PNOR with Opex USD 12 and zero debt, and Panoro). That being said, oil futures on Brent are a spread 6 months ahead at USD 11. So the futures market doesn't quite agree with EIA (there's probably politics in their estimates too). But no, I don't think we've reached the top yet.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 1.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 30.1. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 1.8.2025 | ||
Vuosittainen yhtiökokous 2025 28.5.2025 | ||
2025 Q1 -tulosraportti 2.5.2025 |
2025 Q4 -tulosraportti
48 päivää sitten
‧58 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 1.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 30.1. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 1.8.2025 | ||
Vuosittainen yhtiökokous 2025 28.5.2025 | ||
2025 Q1 -tulosraportti 2.5.2025 |
1,03 USD/osake
Viimeisin osinko
2,56%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 päivä sitten1 päivä sittenExxon is not dependent on oil from the Middle East, but is profiting from the price hike. However as soon as the ”special operation” in Iran ends, we can expect a sharp drop here. If the operation does not end in the stated 4-6 weeks, it can crawl up slowly and steady towards $170.·20 t sittenThis war will not end after 4-6 weeks, trump doesn't know what he's doing at all, and he's so desperate not to lose face. And even if the war were to end in 4-6 weeks (a loss for the USA and Trump loses face, more than already), the Strait of Hormuz will never be the same as before, Iran has already stated that. I could well imagine that this is the beginning of the petrodollar's fall.
- ·14.3.Starting to believe that Trump's goal is directly to smash the entire global oil supply. First they attack Iran and are surprised that hormuz closes (even though they have done it before), then they are surprised that oil infrastructure is attacked in other countries, and now they themselves attack Kharg, if Iran read escalates further, then we will see oil spike up towards 150-200$ next week, that man is about to smash the global economy.·3 päivää sittenDon't crush. Definitely not. Control! Venezuela and Iran are oil producers USA has not had a grip on.
- ·11.3.The oil price is currently around 90 USD, largely driven by geopolitical uncertainty in the Middle East. But if tensions ease, forecasts from the U.S. Energy Information Administration (EIA) expect the oil price to fall to around 70 USD by the end of 2026. This will naturally put pressure on the earnings of major oil companies, including Exxon. The question is therefore whether current earnings are in fact cyclical “peak earnings”, which the market might be overestimating. That being said, there are also strong arguments for the case: Exxon has increased its dividend for 43 consecutive years Debt is relatively low at approx. 11% net debt-to-capital Exxon's breakeven price is 40 USD per barrel and is projected to be 30 USD in 2030 In addition, Exxon is significantly increasing production, especially in Guyana and the Permian Basin, which can compensate for lower oil prices through higher volume. At the same time, they have significantly reduced their break-even oil price over the past many years. On the other hand, there is the long-term elephant in the room: the green transition. Although demand for oil is still expected to be high for many years to come according to analyses from e.g. the International Energy Agency, it is difficult to ignore the increasing political and regulatory pressure on fossil energy. So I'm a bit torn: In the short and medium term, Exxon still looks like a cash flow machine. But in the very long term, one might ask whether oil stocks risk becoming structural losers in line with the energy transition. What do you do yourselves? Do you hold Exxon long-term for the dividend? Do you just trade the oil cycle? Or do you stay away from the sector entirely?·12.3.I'm here to check out this one for my oil portfolio. Cash break even at USD 40, seems a bit high for me. Much of exxons oil is probably WTI. I'm not jumping on this one, but will probably increase my holdings in the ones I have, which by the way are settled exclusively according to Brent (Petrobras break even approx, USD 30, PNOR with Opex USD 12 and zero debt, and Panoro). That being said, oil futures on Brent are a spread 6 months ahead at USD 11. So the futures market doesn't quite agree with EIA (there's probably politics in their estimates too). But no, I don't think we've reached the top yet.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt