2026 Q3 - tulosraportti
UUTTA
1 päivä sitten
‧29 min
2,334 NOK/osake
Viimeisin osinko
8,16%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 196 | ||
| 641 | ||
| 1 | ||
| 496 | ||
| 637 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 25.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 3.11. | ||
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 6.11.2025 |
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
·15 t sittenGood webcast, Q3 is characterized by Atlantic downtime. That will not repeat in Q4, so then the figures will go further up, and presumably the dividend will too. Growth, that comes through this Beacon rig and that day rates will go further up next year. Hear that the options for Vår there are well into 500K+ for day rate. And then he mentions again that the 3 rigs on management, they are there because they are potential to buy up. So that is also a way to grow the bottom line. All in all, not so much negative or positive here, quite neutral? They continue to grow slowly but surely, as we like it, I think.
7 t sittenPareto: Rating: Buy Target price (NOK): 120 Share price (NOK): 109 Odfjell Drilling UPDATE | 3 NOV 2026 CLICK HERE FOR THE FULL REPORT Still attractive cash flow ahead ODL reported Q3 EBITDA ~3% below expectations. The miss was driven by lower utilization on some rigs, which we considered one-offs. With rates and utilization already at strong levels, upside is becoming more limited. However, at 15-16% unlevered FCF yield and 14-15% FCFE yield (after debt amort) in 2027-28e, ODL continues to offer attractive cash flow metrics, while the downside appears well protected. A sold out harsh-semi market could also provide further upside to rates. We raise our TP to NOK 120 (115) on higher estimates and reiterate BUY Q3 EBITDA misses on lower utilization Odfjell Drilling reported Q3 EBITDA ~3% below expectations, driven by lower utilization than expected. This was primarily due to two factors, i) lower utilization on Deepsea Atlantic, due to minor start-up issues, and ii) lower utilization on Deepsea Bergen and Deepsea Aberdeen following the offshore strike earlier this summer. With September utilization at 98%, we view both effects as one-offs with limited read-through to the coming quarters. Dividends were increased to USD 0.27/share, and we expect a further increase to USD 0.3/share next quarter. We raise our estimates following the Vår Energi contract (Deepsea Bergen), the Deepsea Atlantic extension and the addition of Beacon Pacific management. Limited available supply could push rates further, but we don’t model Following Equinor’s extension of Deepsea Atlantic, and the Vår Energi contract to Deepsea Bergen, all rigs are now firm through at least 2027. The Deepsea Bergen contract at USD 475k/day (before bonuses) likely reflects the current market level and is what we model going forward. However, with the NCS (semi) fleet sold out for 2027 (only SDRL’s cold stacked West Phoenix remaining), we believe dayrates still could exceed our assumptions and provide further earnings momentum. No changes to a strong NCS outlook We see no changes to the Norwegian market outlook, with overall utilization expected to remain high. With E&P capex increasingly focused on drilling intensive infill drilling and subsea tie-backs, we expect resilient floater demand in Norway for the years ahead. ODL remains well positioned and a top pick among key clients such as Equinor, AkerBP and Vår Energi. TP lifted to NOK 120 (115) on higher estimates ODL continues to screen at the attractive end of the sector on FCF metrics. While we see a more limited upside to dayrates, downside appears well protected. Given the expected activity levels offshore Norway and limited available rig supply, we expect ODL to continue creating attractive shareholder value. We raise our TP to NOK 120 (115) on higher estimates and reiterate BUY. Our TP implies 12-13% FCFE yield (after debt amort) in 2027-28e
·19 t sittenDo you know when the next dividend is?
This type of information is always available to everyone on newsweb: https://newsweb.oslobors.no/message/685415
·20 t sittenOslo (Infront TDN Direkt): Odfjell Drilling expects the rig market to continue to tighten, with severely limited supply and continued strong demand. This is stated in the company's quarterly report on Tuesday. Following recent contract awards to Odfjell Drilling and its competitors, most marketable Tier 1 rigs are now fully booked for 2027, and many are also committed into 2028 and beyond, according to the company. The company does not expect demand to subside, pointing out that an increasing number of customers are seeking to secure high-specification rigs for harsh weather conditions. At the same time, the global fleet is aging, and significant new capacity is not expected in the near future. Odfjell Drilling maintains that newbuilds are unlikely given current market fundamentals, and expects this to support strong dayrates and longer contracts.Bought a small stake today. A bit strange reaction to the numbers, but expectations have obviously been even higher
·1 päivä sittenHoping for a jump to 115kr tomorrow 🙏🏼
It doesn't usually tend to move much on quarterly reports anyway, in fact sometimes it drifts back a bit. But we are where we should be the next year, between 110 and 120. It will fall when the oil falls, then I buy more. Regards 107 k ODL shares
·1 päivä sittenODFJELL DRILLING: Arctic raises price target from 103 kroner to 130 kroner.
Can't find any new price targets from Arctic. SEB 120 Fearnley 120 Pareto 115 DnB 115
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 Q3 - tulosraportti
UUTTA
1 päivä sitten
‧29 min
2,334 NOK/osake
Viimeisin osinko
8,16%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
- ·15 t sittenGood webcast, Q3 is characterized by Atlantic downtime. That will not repeat in Q4, so then the figures will go further up, and presumably the dividend will too. Growth, that comes through this Beacon rig and that day rates will go further up next year. Hear that the options for Vår there are well into 500K+ for day rate. And then he mentions again that the 3 rigs on management, they are there because they are potential to buy up. So that is also a way to grow the bottom line. All in all, not so much negative or positive here, quite neutral? They continue to grow slowly but surely, as we like it, I think.7 t sittenPareto: Rating: Buy Target price (NOK): 120 Share price (NOK): 109 Odfjell Drilling UPDATE | 3 NOV 2026 CLICK HERE FOR THE FULL REPORT Still attractive cash flow ahead ODL reported Q3 EBITDA ~3% below expectations. The miss was driven by lower utilization on some rigs, which we considered one-offs. With rates and utilization already at strong levels, upside is becoming more limited. However, at 15-16% unlevered FCF yield and 14-15% FCFE yield (after debt amort) in 2027-28e, ODL continues to offer attractive cash flow metrics, while the downside appears well protected. A sold out harsh-semi market could also provide further upside to rates. We raise our TP to NOK 120 (115) on higher estimates and reiterate BUY Q3 EBITDA misses on lower utilization Odfjell Drilling reported Q3 EBITDA ~3% below expectations, driven by lower utilization than expected. This was primarily due to two factors, i) lower utilization on Deepsea Atlantic, due to minor start-up issues, and ii) lower utilization on Deepsea Bergen and Deepsea Aberdeen following the offshore strike earlier this summer. With September utilization at 98%, we view both effects as one-offs with limited read-through to the coming quarters. Dividends were increased to USD 0.27/share, and we expect a further increase to USD 0.3/share next quarter. We raise our estimates following the Vår Energi contract (Deepsea Bergen), the Deepsea Atlantic extension and the addition of Beacon Pacific management. Limited available supply could push rates further, but we don’t model Following Equinor’s extension of Deepsea Atlantic, and the Vår Energi contract to Deepsea Bergen, all rigs are now firm through at least 2027. The Deepsea Bergen contract at USD 475k/day (before bonuses) likely reflects the current market level and is what we model going forward. However, with the NCS (semi) fleet sold out for 2027 (only SDRL’s cold stacked West Phoenix remaining), we believe dayrates still could exceed our assumptions and provide further earnings momentum. No changes to a strong NCS outlook We see no changes to the Norwegian market outlook, with overall utilization expected to remain high. With E&P capex increasingly focused on drilling intensive infill drilling and subsea tie-backs, we expect resilient floater demand in Norway for the years ahead. ODL remains well positioned and a top pick among key clients such as Equinor, AkerBP and Vår Energi. TP lifted to NOK 120 (115) on higher estimates ODL continues to screen at the attractive end of the sector on FCF metrics. While we see a more limited upside to dayrates, downside appears well protected. Given the expected activity levels offshore Norway and limited available rig supply, we expect ODL to continue creating attractive shareholder value. We raise our TP to NOK 120 (115) on higher estimates and reiterate BUY. Our TP implies 12-13% FCFE yield (after debt amort) in 2027-28e
- ·19 t sittenDo you know when the next dividend is?This type of information is always available to everyone on newsweb: https://newsweb.oslobors.no/message/685415
- ·20 t sittenOslo (Infront TDN Direkt): Odfjell Drilling expects the rig market to continue to tighten, with severely limited supply and continued strong demand. This is stated in the company's quarterly report on Tuesday. Following recent contract awards to Odfjell Drilling and its competitors, most marketable Tier 1 rigs are now fully booked for 2027, and many are also committed into 2028 and beyond, according to the company. The company does not expect demand to subside, pointing out that an increasing number of customers are seeking to secure high-specification rigs for harsh weather conditions. At the same time, the global fleet is aging, and significant new capacity is not expected in the near future. Odfjell Drilling maintains that newbuilds are unlikely given current market fundamentals, and expects this to support strong dayrates and longer contracts.Bought a small stake today. A bit strange reaction to the numbers, but expectations have obviously been even higher
- ·1 päivä sittenHoping for a jump to 115kr tomorrow 🙏🏼It doesn't usually tend to move much on quarterly reports anyway, in fact sometimes it drifts back a bit. But we are where we should be the next year, between 110 and 120. It will fall when the oil falls, then I buy more. Regards 107 k ODL shares
- ·1 päivä sittenODFJELL DRILLING: Arctic raises price target from 103 kroner to 130 kroner.Can't find any new price targets from Arctic. SEB 120 Fearnley 120 Pareto 115 DnB 115
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 |
|---|---|---|
| 196 | ||
| 641 | ||
| 1 | ||
| 496 | ||
| 637 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 25.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 3.11. | ||
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 6.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
1 päivä 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 Q4 - tulosraportti 25.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 3.11. | ||
2026 Q2 - tulosraportti 18.8. | ||
2026 Q1 - tulosraportti 12.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 6.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
2,334 NOK/osake
Viimeisin osinko
8,16%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·15 t sittenGood webcast, Q3 is characterized by Atlantic downtime. That will not repeat in Q4, so then the figures will go further up, and presumably the dividend will too. Growth, that comes through this Beacon rig and that day rates will go further up next year. Hear that the options for Vår there are well into 500K+ for day rate. And then he mentions again that the 3 rigs on management, they are there because they are potential to buy up. So that is also a way to grow the bottom line. All in all, not so much negative or positive here, quite neutral? They continue to grow slowly but surely, as we like it, I think.7 t sittenPareto: Rating: Buy Target price (NOK): 120 Share price (NOK): 109 Odfjell Drilling UPDATE | 3 NOV 2026 CLICK HERE FOR THE FULL REPORT Still attractive cash flow ahead ODL reported Q3 EBITDA ~3% below expectations. The miss was driven by lower utilization on some rigs, which we considered one-offs. With rates and utilization already at strong levels, upside is becoming more limited. However, at 15-16% unlevered FCF yield and 14-15% FCFE yield (after debt amort) in 2027-28e, ODL continues to offer attractive cash flow metrics, while the downside appears well protected. A sold out harsh-semi market could also provide further upside to rates. We raise our TP to NOK 120 (115) on higher estimates and reiterate BUY Q3 EBITDA misses on lower utilization Odfjell Drilling reported Q3 EBITDA ~3% below expectations, driven by lower utilization than expected. This was primarily due to two factors, i) lower utilization on Deepsea Atlantic, due to minor start-up issues, and ii) lower utilization on Deepsea Bergen and Deepsea Aberdeen following the offshore strike earlier this summer. With September utilization at 98%, we view both effects as one-offs with limited read-through to the coming quarters. Dividends were increased to USD 0.27/share, and we expect a further increase to USD 0.3/share next quarter. We raise our estimates following the Vår Energi contract (Deepsea Bergen), the Deepsea Atlantic extension and the addition of Beacon Pacific management. Limited available supply could push rates further, but we don’t model Following Equinor’s extension of Deepsea Atlantic, and the Vår Energi contract to Deepsea Bergen, all rigs are now firm through at least 2027. The Deepsea Bergen contract at USD 475k/day (before bonuses) likely reflects the current market level and is what we model going forward. However, with the NCS (semi) fleet sold out for 2027 (only SDRL’s cold stacked West Phoenix remaining), we believe dayrates still could exceed our assumptions and provide further earnings momentum. No changes to a strong NCS outlook We see no changes to the Norwegian market outlook, with overall utilization expected to remain high. With E&P capex increasingly focused on drilling intensive infill drilling and subsea tie-backs, we expect resilient floater demand in Norway for the years ahead. ODL remains well positioned and a top pick among key clients such as Equinor, AkerBP and Vår Energi. TP lifted to NOK 120 (115) on higher estimates ODL continues to screen at the attractive end of the sector on FCF metrics. While we see a more limited upside to dayrates, downside appears well protected. Given the expected activity levels offshore Norway and limited available rig supply, we expect ODL to continue creating attractive shareholder value. We raise our TP to NOK 120 (115) on higher estimates and reiterate BUY. Our TP implies 12-13% FCFE yield (after debt amort) in 2027-28e
- ·19 t sittenDo you know when the next dividend is?This type of information is always available to everyone on newsweb: https://newsweb.oslobors.no/message/685415
- ·20 t sittenOslo (Infront TDN Direkt): Odfjell Drilling expects the rig market to continue to tighten, with severely limited supply and continued strong demand. This is stated in the company's quarterly report on Tuesday. Following recent contract awards to Odfjell Drilling and its competitors, most marketable Tier 1 rigs are now fully booked for 2027, and many are also committed into 2028 and beyond, according to the company. The company does not expect demand to subside, pointing out that an increasing number of customers are seeking to secure high-specification rigs for harsh weather conditions. At the same time, the global fleet is aging, and significant new capacity is not expected in the near future. Odfjell Drilling maintains that newbuilds are unlikely given current market fundamentals, and expects this to support strong dayrates and longer contracts.Bought a small stake today. A bit strange reaction to the numbers, but expectations have obviously been even higher
- ·1 päivä sittenHoping for a jump to 115kr tomorrow 🙏🏼It doesn't usually tend to move much on quarterly reports anyway, in fact sometimes it drifts back a bit. But we are where we should be the next year, between 110 and 120. It will fall when the oil falls, then I buy more. Regards 107 k ODL shares
- ·1 päivä sittenODFJELL DRILLING: Arctic raises price target from 103 kroner to 130 kroner.Can't find any new price targets from Arctic. SEB 120 Fearnley 120 Pareto 115 DnB 115
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 |
|---|---|---|
| 196 | ||
| 641 | ||
| 1 | ||
| 496 | ||
| 637 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt