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Odfjell Drilling

Odfjell Drilling

Odfjell Drilling

2026 Q1 -tulosraportti
37 päivää sitten
2,3148 NOK/osake
Viimeisin osinko
9,83%Tuotto/v

Tarjoustasot

Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
7--
326--
473--
359--
982--

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

Foorumi

Liity keskusteluun Nordnet Socialissa
  • 10 t sitten · Muokattu
    ·
    10 t sitten · Muokattu
    ·
    I'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?
    9 t sitten
    ·
    9 t sitten
    ·
    If you don't think it's cheap, why buy then? With a payout of 1 dollars per year, at a price of 85, you have an 11.2% yield. If the misfortune hadn't happened, the price would probably have been at a good place with +100. Their Q1 was excellent, after all. When everything is running again, I have no doubt that the stock will rise sharply. I own the stock, so no recommendation.
    8 t sitten
    ·
    8 t sitten
    ·
    I hardly think the company would raise the dividend when the accident was known, if one didn't believe it could sustain it. Then they might as well have maintained the dividend level at Q1. I am still of the conviction that had the accident been avoided, the share price would have remained at the same level. Let's hope the time horizon holds, that is my biggest concern.
  • 15 t sitten
    ·
    15 t sitten
    ·
    Odfjell 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.
    5 t sitten
    ·
    5 t sitten
    ·
    A 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.
  • 19 t sitten
    ·
    19 t sitten
    ·
    What's happening?😂😂
    17 t sitten
    ·
    17 t sitten
    ·
    Why 50?
    17 t sitten
    ·
    17 t sitten
    ·
    He comments on everything. He doesn't own the stock. It's pure idiocy.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Same price today as in mid-December. Not quite what analysts think!
    19 t sitten
    ·
    19 t sitten
    ·
    No, 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.
    18 t sitten
    ·
    18 t sitten
    ·
    Bought 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.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Does anyone know more about this report? The British safety authority (Health and Safety Executive – HSE) has issued an order ("improvement notice") to Odfjell Drilling after the incident. The order is justified by the fact that a "significant risk of harm to personnel" was uncovered as a result of the braking system failing during the handling of the heavy load. Odfjell Drilling has until June 15, 2026, to document that they meet the requirements for safe operation and rectification of the system error that caused 646 tons to fall uncontrolled.
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    The report is public for everyone, adequately describes the cause of the incident. Very serious matter, of course. https://resources.hse.gov.uk/notices/notices/notice_details.asp?SF=CN&SV=315849362
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Unfortunately unknown status, Odfjell updates upon change in the progress plan.
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

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
37 päivää sitten
2,3148 NOK/osake
Viimeisin osinko
9,83%Tuotto/v

Uutiset

AI
Viimeisin
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
  • 10 t sitten · Muokattu
    ·
    10 t sitten · Muokattu
    ·
    I'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?
    9 t sitten
    ·
    9 t sitten
    ·
    If you don't think it's cheap, why buy then? With a payout of 1 dollars per year, at a price of 85, you have an 11.2% yield. If the misfortune hadn't happened, the price would probably have been at a good place with +100. Their Q1 was excellent, after all. When everything is running again, I have no doubt that the stock will rise sharply. I own the stock, so no recommendation.
    8 t sitten
    ·
    8 t sitten
    ·
    I hardly think the company would raise the dividend when the accident was known, if one didn't believe it could sustain it. Then they might as well have maintained the dividend level at Q1. I am still of the conviction that had the accident been avoided, the share price would have remained at the same level. Let's hope the time horizon holds, that is my biggest concern.
  • 15 t sitten
    ·
    15 t sitten
    ·
    Odfjell 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.
    5 t sitten
    ·
    5 t sitten
    ·
    A 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.
  • 19 t sitten
    ·
    19 t sitten
    ·
    What's happening?😂😂
    17 t sitten
    ·
    17 t sitten
    ·
    Why 50?
    17 t sitten
    ·
    17 t sitten
    ·
    He comments on everything. He doesn't own the stock. It's pure idiocy.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Same price today as in mid-December. Not quite what analysts think!
    19 t sitten
    ·
    19 t sitten
    ·
    No, 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.
    18 t sitten
    ·
    18 t sitten
    ·
    Bought 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.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Does anyone know more about this report? The British safety authority (Health and Safety Executive – HSE) has issued an order ("improvement notice") to Odfjell Drilling after the incident. The order is justified by the fact that a "significant risk of harm to personnel" was uncovered as a result of the braking system failing during the handling of the heavy load. Odfjell Drilling has until June 15, 2026, to document that they meet the requirements for safe operation and rectification of the system error that caused 646 tons to fall uncontrolled.
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    The report is public for everyone, adequately describes the cause of the incident. Very serious matter, of course. https://resources.hse.gov.uk/notices/notices/notice_details.asp?SF=CN&SV=315849362
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Unfortunately unknown status, Odfjell updates upon change in the progress plan.
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

AikaHintaMääräOstajaMyyjä
7--
326--
473--
359--
982--

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

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q1 -tulosraportti
37 päivää sitten

Uutiset

AI
Viimeisin
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

Tuotteita joiden kohde-etuutena tämä arvopaperi

2,3148 NOK/osake
Viimeisin osinko
9,83%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
  • 10 t sitten · Muokattu
    ·
    10 t sitten · Muokattu
    ·
    I'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?
    9 t sitten
    ·
    9 t sitten
    ·
    If you don't think it's cheap, why buy then? With a payout of 1 dollars per year, at a price of 85, you have an 11.2% yield. If the misfortune hadn't happened, the price would probably have been at a good place with +100. Their Q1 was excellent, after all. When everything is running again, I have no doubt that the stock will rise sharply. I own the stock, so no recommendation.
    8 t sitten
    ·
    8 t sitten
    ·
    I hardly think the company would raise the dividend when the accident was known, if one didn't believe it could sustain it. Then they might as well have maintained the dividend level at Q1. I am still of the conviction that had the accident been avoided, the share price would have remained at the same level. Let's hope the time horizon holds, that is my biggest concern.
  • 15 t sitten
    ·
    15 t sitten
    ·
    Odfjell 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.
    5 t sitten
    ·
    5 t sitten
    ·
    A 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.
  • 19 t sitten
    ·
    19 t sitten
    ·
    What's happening?😂😂
    17 t sitten
    ·
    17 t sitten
    ·
    Why 50?
    17 t sitten
    ·
    17 t sitten
    ·
    He comments on everything. He doesn't own the stock. It's pure idiocy.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Same price today as in mid-December. Not quite what analysts think!
    19 t sitten
    ·
    19 t sitten
    ·
    No, 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.
    18 t sitten
    ·
    18 t sitten
    ·
    Bought 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.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Does anyone know more about this report? The British safety authority (Health and Safety Executive – HSE) has issued an order ("improvement notice") to Odfjell Drilling after the incident. The order is justified by the fact that a "significant risk of harm to personnel" was uncovered as a result of the braking system failing during the handling of the heavy load. Odfjell Drilling has until June 15, 2026, to document that they meet the requirements for safe operation and rectification of the system error that caused 646 tons to fall uncontrolled.
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    The report is public for everyone, adequately describes the cause of the incident. Very serious matter, of course. https://resources.hse.gov.uk/notices/notices/notice_details.asp?SF=CN&SV=315849362
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Unfortunately unknown status, Odfjell updates upon change in the progress plan.
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

AikaHintaMääräOstajaMyyjä
7--
326--
473--
359--
982--

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