2026 Q1 -tulosraportti
UUTTA
7 päivää sitten
‧28 min
2,2292 NOK/osake
Viimeisin osinko
8,08%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 155 | - | - | ||
| 75 | - | - | ||
| 261 | - | - | ||
| 2 107 | - | - | ||
| 103 | - | - |
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
Kirjaudu
6 t sitten6 t sittenNytt spørsmål til ChatGpt: Is odfjell drilling a likely takeover candidate ? Yes — Odfjell Drilling does look like a plausible takeover candidate, though probably not an “imminent bid” situation. The main reasons: It owns one of the strongest harsh-environment rig fleets globally, focused on the Norwegian Continental Shelf. It has unusually high contract visibility and utilization. Management recently refinanced debt out to 2031 and added another premium rig (Deepsea Bollsta / future Deepsea Bergen), making the platform more scalable and attractive. The offshore drilling sector is consolidating again after years of restructuring. What makes it attractive to a buyer 1. Scarce premium assets Harsh-environment semisubs are hard to replace and extremely expensive to build today. Odfjell has a concentrated fleet of high-specification rigs with a strong operational reputation in Norway. Potential acquirers would likely value: established Equinor relationships, operational track record, long-term contracts, and exposure to Norway, which is one of the most stable offshore markets globally. 2. Strong backlog and cash-flow visibility The company has repeatedly extended contracts with Equinor and others, building multi-year backlog. The Deepsea Bollsta acquisition alone added substantial contracted revenue. That reduces one of the biggest risks in offshore drilling: idle rigs. 3. Industry consolidation logic Historically, offshore drillers consolidate when: day rates improve, financing markets reopen, and fleet scarcity returns. That environment largely exists now for premium harsh-environment rigs. Natural strategic buyers could theoretically include: larger offshore drillers wanting Norway exposure, private equity infrastructure/energy funds, or even industrial combinations with North Sea-focused players. Why a takeover may not happen soon 1. The founding structure matters The broader Odfjell Group historically has meaningful influence and may not want to sell unless pricing is very attractive. That alone can deter hostile approaches. 2. Management currently appears to be in “build mode” Recent actions suggest management believes the cycle still has upside: acquiring Deepsea Bollsta, refinancing debt, extending maturities, and emphasizing long-term free cash generation. Companies preparing for a sale often simplify and de-lever quietly rather than expand aggressively. 3. Valuation may still be below replacement value This cuts both ways: attractive to buyers, but management may believe the market still undervalues the assets and future cash flows. So they may prefer to keep compounding dividends and buybacks rather than sell now. Most likely scenarios In rough probability terms: Most likely: remains independent and continues returning cash to shareholders. Moderately likely: merger/strategic combination with another offshore driller in the next few years. Less likely but possible: full takeover at a sizable premium if offshore day rates stay elevated. The strongest “bull case” for a takeover is probably: sustained high oil prices, tight harsh-environment rig supply, and increasing strategic value of North Sea production/security. In that environment, premium Norwegian rig exposure becomes very valuable. One thing worth watching If you start seeing: insider selling slowing, aggressive share buybacks stopping, management becoming less expansionary, or large outside investors building stakes, those can sometimes precede strategic activity. Right now, the signals look more like “we think the cycle still has room to run” than “we are preparing to sell.”- ·9 t sittenI asked our friend ChatGpt the following: What would be the required charter rate to support investment in a new rig at around USD 1 bill ? For a US$1 billion harsh-environment semisub, the required charter/dayrate to justify a newbuild is probably roughly: US$550,000–750,000 per day to earn an acceptable return for the owner. That range depends on: financing costs, utilization, contract length, operating expenses, and required equity return. A rough industry-style calculation: Simplified economics Assume: Rig construction cost: $1.0B Economic life: 25 years Utilization: 92% Operating cost (crew, maintenance, insurance, logistics): $140k–180k/day Desired return on capital: 10–15% Debt financing included At 92% utilization: Revenue days/year ≈ 336 days To recover: capital costs, financing, maintenance capex, and generate acceptable equity returns, the rig likely needs: ~$200–250M annual EBITDA That translates into: roughly $600k–700k/day gross dayrate And if the market softens or utilization drops, the required rate rises quickly. Current reality: Harsh-environment semisubs are mostly earning around $400k–500k/day today. Some premium fixtures are approaching or exceeding $500k/day. But the market still generally does not support widespread speculative newbuild orders. That’s why almost nobody is building new offshore rigs despite tight supply: the economics are close, but not yet overwhelmingly attractive versus simply owning existing rigs bought cheaply after the last downturn. A key point: Existing drillers like Odfjell, Transocean, Noble, and Valaris often own rigs whose accounting basis or restructuring basis is far below replacement cost. So: a rig costing $1B to build today may be generating strong returns for an incumbent owner who effectively acquired it at: $300–500M through restructuring, distressed sales, or older-cycle capex. That creates a huge competitive advantage for existing fleets and discourages new entrants. Several industry discussions and analyst estimates suggest true incentive pricing for brand-new ultra-deepwater/heavy-spec rigs may require: $650k–800k/day sustained rates before a newbuild cycle really restarts·9 t sitten · Muokattui.e. that it is unlikely that newbuild contracts will be placed anytime soon and certainly not before market rates are significantly higher. This would potentially be positive for Odfjell and others with rigs in the water as well. In addition, there is approx 3 years delivery time for any new rigs and when they potentially arrive, existing rigs will be very price competitive compared to what is required to cover the investment in new ones. I therefore believe Odfjell Drilling looks very solid both on a 5 and 10 year horizon.
- ·15.5.If this falls 1-2 kr every day, so we will lose a lot 😂😂
- ·15.5.Will the stock rise again ??? I don't understand anything 😂 . Since they will pay dividend , it means the company is not doing so badly . To be sitting with so many thousands lost is absolutely terrible The Oslo Stock Exchange and the oil price and other oil stocks have risen except for Odfjell Drilling .
·15.5.They lost a valve in the sea. I thought the bottom was reached (both for the valve and the stock 😉) a few days ago. That damned valve is almost off-the-shelf, so I think the market's reaction is exaggerated. They are also insured against this. I choose to sit tight here.
·15.5. · MuokattuThey are insured against the damage, i.e., the repair to get the rig up and running again. But they are not insured against the downtime of the rig, i.e., all the months without operational work, so they lose that income, therefore it is important to get it repaired as quickly as possible.
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
UUTTA
7 päivää sitten
‧28 min
2,2292 NOK/osake
Viimeisin osinko
8,08%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
Kirjaudu
- 6 t sitten6 t sittenNytt spørsmål til ChatGpt: Is odfjell drilling a likely takeover candidate ? Yes — Odfjell Drilling does look like a plausible takeover candidate, though probably not an “imminent bid” situation. The main reasons: It owns one of the strongest harsh-environment rig fleets globally, focused on the Norwegian Continental Shelf. It has unusually high contract visibility and utilization. Management recently refinanced debt out to 2031 and added another premium rig (Deepsea Bollsta / future Deepsea Bergen), making the platform more scalable and attractive. The offshore drilling sector is consolidating again after years of restructuring. What makes it attractive to a buyer 1. Scarce premium assets Harsh-environment semisubs are hard to replace and extremely expensive to build today. Odfjell has a concentrated fleet of high-specification rigs with a strong operational reputation in Norway. Potential acquirers would likely value: established Equinor relationships, operational track record, long-term contracts, and exposure to Norway, which is one of the most stable offshore markets globally. 2. Strong backlog and cash-flow visibility The company has repeatedly extended contracts with Equinor and others, building multi-year backlog. The Deepsea Bollsta acquisition alone added substantial contracted revenue. That reduces one of the biggest risks in offshore drilling: idle rigs. 3. Industry consolidation logic Historically, offshore drillers consolidate when: day rates improve, financing markets reopen, and fleet scarcity returns. That environment largely exists now for premium harsh-environment rigs. Natural strategic buyers could theoretically include: larger offshore drillers wanting Norway exposure, private equity infrastructure/energy funds, or even industrial combinations with North Sea-focused players. Why a takeover may not happen soon 1. The founding structure matters The broader Odfjell Group historically has meaningful influence and may not want to sell unless pricing is very attractive. That alone can deter hostile approaches. 2. Management currently appears to be in “build mode” Recent actions suggest management believes the cycle still has upside: acquiring Deepsea Bollsta, refinancing debt, extending maturities, and emphasizing long-term free cash generation. Companies preparing for a sale often simplify and de-lever quietly rather than expand aggressively. 3. Valuation may still be below replacement value This cuts both ways: attractive to buyers, but management may believe the market still undervalues the assets and future cash flows. So they may prefer to keep compounding dividends and buybacks rather than sell now. Most likely scenarios In rough probability terms: Most likely: remains independent and continues returning cash to shareholders. Moderately likely: merger/strategic combination with another offshore driller in the next few years. Less likely but possible: full takeover at a sizable premium if offshore day rates stay elevated. The strongest “bull case” for a takeover is probably: sustained high oil prices, tight harsh-environment rig supply, and increasing strategic value of North Sea production/security. In that environment, premium Norwegian rig exposure becomes very valuable. One thing worth watching If you start seeing: insider selling slowing, aggressive share buybacks stopping, management becoming less expansionary, or large outside investors building stakes, those can sometimes precede strategic activity. Right now, the signals look more like “we think the cycle still has room to run” than “we are preparing to sell.”
- ·9 t sittenI asked our friend ChatGpt the following: What would be the required charter rate to support investment in a new rig at around USD 1 bill ? For a US$1 billion harsh-environment semisub, the required charter/dayrate to justify a newbuild is probably roughly: US$550,000–750,000 per day to earn an acceptable return for the owner. That range depends on: financing costs, utilization, contract length, operating expenses, and required equity return. A rough industry-style calculation: Simplified economics Assume: Rig construction cost: $1.0B Economic life: 25 years Utilization: 92% Operating cost (crew, maintenance, insurance, logistics): $140k–180k/day Desired return on capital: 10–15% Debt financing included At 92% utilization: Revenue days/year ≈ 336 days To recover: capital costs, financing, maintenance capex, and generate acceptable equity returns, the rig likely needs: ~$200–250M annual EBITDA That translates into: roughly $600k–700k/day gross dayrate And if the market softens or utilization drops, the required rate rises quickly. Current reality: Harsh-environment semisubs are mostly earning around $400k–500k/day today. Some premium fixtures are approaching or exceeding $500k/day. But the market still generally does not support widespread speculative newbuild orders. That’s why almost nobody is building new offshore rigs despite tight supply: the economics are close, but not yet overwhelmingly attractive versus simply owning existing rigs bought cheaply after the last downturn. A key point: Existing drillers like Odfjell, Transocean, Noble, and Valaris often own rigs whose accounting basis or restructuring basis is far below replacement cost. So: a rig costing $1B to build today may be generating strong returns for an incumbent owner who effectively acquired it at: $300–500M through restructuring, distressed sales, or older-cycle capex. That creates a huge competitive advantage for existing fleets and discourages new entrants. Several industry discussions and analyst estimates suggest true incentive pricing for brand-new ultra-deepwater/heavy-spec rigs may require: $650k–800k/day sustained rates before a newbuild cycle really restarts·9 t sitten · Muokattui.e. that it is unlikely that newbuild contracts will be placed anytime soon and certainly not before market rates are significantly higher. This would potentially be positive for Odfjell and others with rigs in the water as well. In addition, there is approx 3 years delivery time for any new rigs and when they potentially arrive, existing rigs will be very price competitive compared to what is required to cover the investment in new ones. I therefore believe Odfjell Drilling looks very solid both on a 5 and 10 year horizon.
- ·15.5.If this falls 1-2 kr every day, so we will lose a lot 😂😂
- ·15.5.Will the stock rise again ??? I don't understand anything 😂 . Since they will pay dividend , it means the company is not doing so badly . To be sitting with so many thousands lost is absolutely terrible The Oslo Stock Exchange and the oil price and other oil stocks have risen except for Odfjell Drilling .·15.5.They lost a valve in the sea. I thought the bottom was reached (both for the valve and the stock 😉) a few days ago. That damned valve is almost off-the-shelf, so I think the market's reaction is exaggerated. They are also insured against this. I choose to sit tight here.·15.5. · MuokattuThey are insured against the damage, i.e., the repair to get the rig up and running again. But they are not insured against the downtime of the rig, i.e., all the months without operational work, so they lose that income, therefore it is important to get it repaired as quickly as possible.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 155 | - | - | ||
| 75 | - | - | ||
| 261 | - | - | ||
| 2 107 | - | - | ||
| 103 | - | - |
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
UUTTA
7 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 |
2,2292 NOK/osake
Viimeisin osinko
8,08%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 6 t sitten6 t sittenNytt spørsmål til ChatGpt: Is odfjell drilling a likely takeover candidate ? Yes — Odfjell Drilling does look like a plausible takeover candidate, though probably not an “imminent bid” situation. The main reasons: It owns one of the strongest harsh-environment rig fleets globally, focused on the Norwegian Continental Shelf. It has unusually high contract visibility and utilization. Management recently refinanced debt out to 2031 and added another premium rig (Deepsea Bollsta / future Deepsea Bergen), making the platform more scalable and attractive. The offshore drilling sector is consolidating again after years of restructuring. What makes it attractive to a buyer 1. Scarce premium assets Harsh-environment semisubs are hard to replace and extremely expensive to build today. Odfjell has a concentrated fleet of high-specification rigs with a strong operational reputation in Norway. Potential acquirers would likely value: established Equinor relationships, operational track record, long-term contracts, and exposure to Norway, which is one of the most stable offshore markets globally. 2. Strong backlog and cash-flow visibility The company has repeatedly extended contracts with Equinor and others, building multi-year backlog. The Deepsea Bollsta acquisition alone added substantial contracted revenue. That reduces one of the biggest risks in offshore drilling: idle rigs. 3. Industry consolidation logic Historically, offshore drillers consolidate when: day rates improve, financing markets reopen, and fleet scarcity returns. That environment largely exists now for premium harsh-environment rigs. Natural strategic buyers could theoretically include: larger offshore drillers wanting Norway exposure, private equity infrastructure/energy funds, or even industrial combinations with North Sea-focused players. Why a takeover may not happen soon 1. The founding structure matters The broader Odfjell Group historically has meaningful influence and may not want to sell unless pricing is very attractive. That alone can deter hostile approaches. 2. Management currently appears to be in “build mode” Recent actions suggest management believes the cycle still has upside: acquiring Deepsea Bollsta, refinancing debt, extending maturities, and emphasizing long-term free cash generation. Companies preparing for a sale often simplify and de-lever quietly rather than expand aggressively. 3. Valuation may still be below replacement value This cuts both ways: attractive to buyers, but management may believe the market still undervalues the assets and future cash flows. So they may prefer to keep compounding dividends and buybacks rather than sell now. Most likely scenarios In rough probability terms: Most likely: remains independent and continues returning cash to shareholders. Moderately likely: merger/strategic combination with another offshore driller in the next few years. Less likely but possible: full takeover at a sizable premium if offshore day rates stay elevated. The strongest “bull case” for a takeover is probably: sustained high oil prices, tight harsh-environment rig supply, and increasing strategic value of North Sea production/security. In that environment, premium Norwegian rig exposure becomes very valuable. One thing worth watching If you start seeing: insider selling slowing, aggressive share buybacks stopping, management becoming less expansionary, or large outside investors building stakes, those can sometimes precede strategic activity. Right now, the signals look more like “we think the cycle still has room to run” than “we are preparing to sell.”
- ·9 t sittenI asked our friend ChatGpt the following: What would be the required charter rate to support investment in a new rig at around USD 1 bill ? For a US$1 billion harsh-environment semisub, the required charter/dayrate to justify a newbuild is probably roughly: US$550,000–750,000 per day to earn an acceptable return for the owner. That range depends on: financing costs, utilization, contract length, operating expenses, and required equity return. A rough industry-style calculation: Simplified economics Assume: Rig construction cost: $1.0B Economic life: 25 years Utilization: 92% Operating cost (crew, maintenance, insurance, logistics): $140k–180k/day Desired return on capital: 10–15% Debt financing included At 92% utilization: Revenue days/year ≈ 336 days To recover: capital costs, financing, maintenance capex, and generate acceptable equity returns, the rig likely needs: ~$200–250M annual EBITDA That translates into: roughly $600k–700k/day gross dayrate And if the market softens or utilization drops, the required rate rises quickly. Current reality: Harsh-environment semisubs are mostly earning around $400k–500k/day today. Some premium fixtures are approaching or exceeding $500k/day. But the market still generally does not support widespread speculative newbuild orders. That’s why almost nobody is building new offshore rigs despite tight supply: the economics are close, but not yet overwhelmingly attractive versus simply owning existing rigs bought cheaply after the last downturn. A key point: Existing drillers like Odfjell, Transocean, Noble, and Valaris often own rigs whose accounting basis or restructuring basis is far below replacement cost. So: a rig costing $1B to build today may be generating strong returns for an incumbent owner who effectively acquired it at: $300–500M through restructuring, distressed sales, or older-cycle capex. That creates a huge competitive advantage for existing fleets and discourages new entrants. Several industry discussions and analyst estimates suggest true incentive pricing for brand-new ultra-deepwater/heavy-spec rigs may require: $650k–800k/day sustained rates before a newbuild cycle really restarts·9 t sitten · Muokattui.e. that it is unlikely that newbuild contracts will be placed anytime soon and certainly not before market rates are significantly higher. This would potentially be positive for Odfjell and others with rigs in the water as well. In addition, there is approx 3 years delivery time for any new rigs and when they potentially arrive, existing rigs will be very price competitive compared to what is required to cover the investment in new ones. I therefore believe Odfjell Drilling looks very solid both on a 5 and 10 year horizon.
- ·15.5.If this falls 1-2 kr every day, so we will lose a lot 😂😂
- ·15.5.Will the stock rise again ??? I don't understand anything 😂 . Since they will pay dividend , it means the company is not doing so badly . To be sitting with so many thousands lost is absolutely terrible The Oslo Stock Exchange and the oil price and other oil stocks have risen except for Odfjell Drilling .·15.5.They lost a valve in the sea. I thought the bottom was reached (both for the valve and the stock 😉) a few days ago. That damned valve is almost off-the-shelf, so I think the market's reaction is exaggerated. They are also insured against this. I choose to sit tight here.·15.5. · MuokattuThey are insured against the damage, i.e., the repair to get the rig up and running again. But they are not insured against the downtime of the rig, i.e., all the months without operational work, so they lose that income, therefore it is important to get it repaired as quickly as possible.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 155 | - | - | ||
| 75 | - | - | ||
| 261 | - | - | ||
| 2 107 | - | - | ||
| 103 | - | - |
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