2025 Q4 -tulosraportti
45 päivää sitten
‧58 min
1,03 USD/osake
Viimeisin osinko
2,59%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 24.4. |
| 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
·2 päivää sittenStarting 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.
·1 päivä 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.
·8.3.Have stayed on the sidelines since USA and Israel attacked Iran. Even though the Oil price has risen incredibly much, the share price has not reacted because investors predict a short-lived conflict. I will personally buy in tomorrow either here or at Chevron. There are many factors that indicate that this could be a long-lasting conflict.
·9.3.I bet the G7 countries will agree today to "open up" the emergency reserves.
·7.3.The market obviously doesn't believe in sustained oil prices. But, the price was already rising before the Iran war, the entire bloomberg commodity index is rising. One must not forget that 90$/barrel is still cheap and Exxon is the best/among the best companies in the industry to own.·8.3.The price had risen due to uncertainty regarding Venezuela, and was in the process of pulling back, before the Iran war. Furthermore, the market does not expect this to continue, as an extension of the current situation would plunge the entire world into a new extreme crisis, which is not desirable, not even as an investor.·8.3.Yes, uncertainty in Venezuela and the focus on Iran were the reason oil prices rose, the oil price was also on its way back down again before the attack on Iran, precisely because OPEC had also announced that they would further increase production No, the price has risen because currently no oil is coming out of the Strait of Hormuz, about 20% of the world's supply comes from there. It is solely due to geopolitical uncertainty, and a huge bottleneck in supply that is responsible for this increase, 80+ would not have happened without the attack on Iran, historically it is very rare for oil to trade up 80$, as it is not good for the economy 🤦🏻
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
45 päivää sitten
‧58 min
1,03 USD/osake
Viimeisin osinko
2,59%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
- ·2 päivää sittenStarting 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.·1 päivä 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.
- ·8.3.Have stayed on the sidelines since USA and Israel attacked Iran. Even though the Oil price has risen incredibly much, the share price has not reacted because investors predict a short-lived conflict. I will personally buy in tomorrow either here or at Chevron. There are many factors that indicate that this could be a long-lasting conflict.·9.3.I bet the G7 countries will agree today to "open up" the emergency reserves.
- ·7.3.The market obviously doesn't believe in sustained oil prices. But, the price was already rising before the Iran war, the entire bloomberg commodity index is rising. One must not forget that 90$/barrel is still cheap and Exxon is the best/among the best companies in the industry to own.·8.3.The price had risen due to uncertainty regarding Venezuela, and was in the process of pulling back, before the Iran war. Furthermore, the market does not expect this to continue, as an extension of the current situation would plunge the entire world into a new extreme crisis, which is not desirable, not even as an investor.·8.3.Yes, uncertainty in Venezuela and the focus on Iran were the reason oil prices rose, the oil price was also on its way back down again before the attack on Iran, precisely because OPEC had also announced that they would further increase production No, the price has risen because currently no oil is coming out of the Strait of Hormuz, about 20% of the world's supply comes from there. It is solely due to geopolitical uncertainty, and a huge bottleneck in supply that is responsible for this increase, 80+ would not have happened without the attack on Iran, historically it is very rare for oil to trade up 80$, as it is not good for the economy 🤦🏻
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 24.4. |
| 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
45 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 24.4. |
| 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
2,59%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenStarting 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.·1 päivä 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.
- ·8.3.Have stayed on the sidelines since USA and Israel attacked Iran. Even though the Oil price has risen incredibly much, the share price has not reacted because investors predict a short-lived conflict. I will personally buy in tomorrow either here or at Chevron. There are many factors that indicate that this could be a long-lasting conflict.·9.3.I bet the G7 countries will agree today to "open up" the emergency reserves.
- ·7.3.The market obviously doesn't believe in sustained oil prices. But, the price was already rising before the Iran war, the entire bloomberg commodity index is rising. One must not forget that 90$/barrel is still cheap and Exxon is the best/among the best companies in the industry to own.·8.3.The price had risen due to uncertainty regarding Venezuela, and was in the process of pulling back, before the Iran war. Furthermore, the market does not expect this to continue, as an extension of the current situation would plunge the entire world into a new extreme crisis, which is not desirable, not even as an investor.·8.3.Yes, uncertainty in Venezuela and the focus on Iran were the reason oil prices rose, the oil price was also on its way back down again before the attack on Iran, precisely because OPEC had also announced that they would further increase production No, the price has risen because currently no oil is coming out of the Strait of Hormuz, about 20% of the world's supply comes from there. It is solely due to geopolitical uncertainty, and a huge bottleneck in supply that is responsible for this increase, 80+ would not have happened without the attack on Iran, historically it is very rare for oil to trade up 80$, as it is not good for the economy 🤦🏻
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