2026 Q1 -tulosraportti
37 päivää sitten
‧28 min
2,3148 NOK/osake
Viimeisin osinko
9,83%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 787 | - | - | ||
| 1 019 | - | - | ||
| 348 | - | - | ||
| 2 856 | - | - | ||
| 2 380 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·2 t sitten · MuokattuInteresting reading. WoodMac points out that Big Oil is again looking more towards high impact exploration, especially ultra-deepwater. This means a greater need for advanced rigs and companies that can actually drill challenging wells. https://www.woodmac.com/blogs/the-edge/big-oil-warming-to-high-impact-exploration/- ·22 t sitten · MuokattuI've been doing some calculations on Odfjell Drilling the last few days, and I'm struggling to understand the analysts' estimates. They appear very optimistic. To justify today's share price of around 86-90 kroner, in my model I have to assume approx. 90% utilization for all periods not currently covered by firm contracts up to and including 2031, in addition to an exit-multiple of around 7x EV/EBITDA at the end of 2031. I have also included a cautious reduction in day rates of around 20% from 2026 onwards, but still don't get anywhere near today's share price without very strong assumptions. Scarcity of semisubmersibles naturally suggests that the market can remain strong for a long time, but I think the analysts are incorporating very little margin of safety here. Has anyone else calculated this and come to a different conclusion?
·7 t sittenPerhaps these two have done some calculations: CEO Kjetil Gjersdal and CFO Ørjan Lunde of Odfjell Drilling each bought 5,000 shares in Odfjell Drilling on Wednesday at a price of 94.7 kroner, according to a report Friday. Doubtful that they "throw" half a million each on something they don't believe in. KFKF - ·1 päivä sittenOdfjell was in a good position with a strong backlog, high FCF and falling debt. Nevertheless, they choose to buy Deepsea Bollsta and increase debt in the middle of a red-hot rig cycle. Unfortunately, it is often then that things go wrong with such companies. On the good side, scarcity of submersibles may argue for persistently high day rates, but it is clear that this capital allocation risk must be priced in, which I believe explains much of the fall.
·18 t sittenA red-hot rig cycle is perhaps a bit of an exaggeration? In red-hot rig cycles, there is usually a well-filled order book. That is not exactly the case now. - ·2 päivää sittenSame price today as in mid-December. Not quite what analysts think!
·1 päivä sittenNo, it hurts to own this right now. The setback has cost dearly. We must hope that everything is back on track soon. I also think it's severe, but unrest costs.
·1 päivä sittenBought back in with a small listening post. Some of my uncertainty is the reason why the BOP dropped (and what that might entail in terms of both responsibility regarding insurance, as well as the company's standing/reputation). What happened is being investigated, but for me, it will be important to see to what extent the company is responsible through sloppiness, shortcuts, incompetence or whatever.
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.
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.
2026 Q1 -tulosraportti
37 päivää sitten
‧28 min
2,3148 NOK/osake
Viimeisin osinko
9,83%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 t sitten · MuokattuInteresting reading. WoodMac points out that Big Oil is again looking more towards high impact exploration, especially ultra-deepwater. This means a greater need for advanced rigs and companies that can actually drill challenging wells. https://www.woodmac.com/blogs/the-edge/big-oil-warming-to-high-impact-exploration/
- ·22 t sitten · MuokattuI've been doing some calculations on Odfjell Drilling the last few days, and I'm struggling to understand the analysts' estimates. They appear very optimistic. To justify today's share price of around 86-90 kroner, in my model I have to assume approx. 90% utilization for all periods not currently covered by firm contracts up to and including 2031, in addition to an exit-multiple of around 7x EV/EBITDA at the end of 2031. I have also included a cautious reduction in day rates of around 20% from 2026 onwards, but still don't get anywhere near today's share price without very strong assumptions. Scarcity of semisubmersibles naturally suggests that the market can remain strong for a long time, but I think the analysts are incorporating very little margin of safety here. Has anyone else calculated this and come to a different conclusion?·7 t sittenPerhaps these two have done some calculations: CEO Kjetil Gjersdal and CFO Ørjan Lunde of Odfjell Drilling each bought 5,000 shares in Odfjell Drilling on Wednesday at a price of 94.7 kroner, according to a report Friday. Doubtful that they "throw" half a million each on something they don't believe in. KFKF
- ·1 päivä sittenOdfjell was in a good position with a strong backlog, high FCF and falling debt. Nevertheless, they choose to buy Deepsea Bollsta and increase debt in the middle of a red-hot rig cycle. Unfortunately, it is often then that things go wrong with such companies. On the good side, scarcity of submersibles may argue for persistently high day rates, but it is clear that this capital allocation risk must be priced in, which I believe explains much of the fall.·18 t sittenA red-hot rig cycle is perhaps a bit of an exaggeration? In red-hot rig cycles, there is usually a well-filled order book. That is not exactly the case now.
- ·2 päivää sittenSame price today as in mid-December. Not quite what analysts think!·1 päivä sittenNo, it hurts to own this right now. The setback has cost dearly. We must hope that everything is back on track soon. I also think it's severe, but unrest costs.·1 päivä sittenBought back in with a small listening post. Some of my uncertainty is the reason why the BOP dropped (and what that might entail in terms of both responsibility regarding insurance, as well as the company's standing/reputation). What happened is being investigated, but for me, it will be important to see to what extent the company is responsible through sloppiness, shortcuts, incompetence or whatever.
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 |
|---|---|---|---|---|
| 3 787 | - | - | ||
| 1 019 | - | - | ||
| 348 | - | - | ||
| 2 856 | - | - | ||
| 2 380 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 |
2026 Q1 -tulosraportti
37 päivää sitten
‧28 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 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 |
2,3148 NOK/osake
Viimeisin osinko
9,83%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 t sitten · MuokattuInteresting reading. WoodMac points out that Big Oil is again looking more towards high impact exploration, especially ultra-deepwater. This means a greater need for advanced rigs and companies that can actually drill challenging wells. https://www.woodmac.com/blogs/the-edge/big-oil-warming-to-high-impact-exploration/
- ·22 t sitten · MuokattuI've been doing some calculations on Odfjell Drilling the last few days, and I'm struggling to understand the analysts' estimates. They appear very optimistic. To justify today's share price of around 86-90 kroner, in my model I have to assume approx. 90% utilization for all periods not currently covered by firm contracts up to and including 2031, in addition to an exit-multiple of around 7x EV/EBITDA at the end of 2031. I have also included a cautious reduction in day rates of around 20% from 2026 onwards, but still don't get anywhere near today's share price without very strong assumptions. Scarcity of semisubmersibles naturally suggests that the market can remain strong for a long time, but I think the analysts are incorporating very little margin of safety here. Has anyone else calculated this and come to a different conclusion?·7 t sittenPerhaps these two have done some calculations: CEO Kjetil Gjersdal and CFO Ørjan Lunde of Odfjell Drilling each bought 5,000 shares in Odfjell Drilling on Wednesday at a price of 94.7 kroner, according to a report Friday. Doubtful that they "throw" half a million each on something they don't believe in. KFKF
- ·1 päivä sittenOdfjell was in a good position with a strong backlog, high FCF and falling debt. Nevertheless, they choose to buy Deepsea Bollsta and increase debt in the middle of a red-hot rig cycle. Unfortunately, it is often then that things go wrong with such companies. On the good side, scarcity of submersibles may argue for persistently high day rates, but it is clear that this capital allocation risk must be priced in, which I believe explains much of the fall.·18 t sittenA red-hot rig cycle is perhaps a bit of an exaggeration? In red-hot rig cycles, there is usually a well-filled order book. That is not exactly the case now.
- ·2 päivää sittenSame price today as in mid-December. Not quite what analysts think!·1 päivä sittenNo, it hurts to own this right now. The setback has cost dearly. We must hope that everything is back on track soon. I also think it's severe, but unrest costs.·1 päivä sittenBought back in with a small listening post. Some of my uncertainty is the reason why the BOP dropped (and what that might entail in terms of both responsibility regarding insurance, as well as the company's standing/reputation). What happened is being investigated, but for me, it will be important to see to what extent the company is responsible through sloppiness, shortcuts, incompetence or whatever.
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 |
|---|---|---|---|---|
| 3 787 | - | - | ||
| 1 019 | - | - | ||
| 348 | - | - | ||
| 2 856 | - | - | ||
| 2 380 | - | - |
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