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 |
|---|---|---|---|---|
| 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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·10 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?
·9 t sittenIf 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 sittenI 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 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.
·5 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. 
·1 päivä sittenSame price today as in mid-December. Not quite what analysts think!·19 t 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.
·18 t 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.
·1 päivä sittenDoes 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 sittenThe 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
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
- ·10 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?·9 t sittenIf 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 sittenI 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 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.·5 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.
- ·1 päivä sittenSame price today as in mid-December. Not quite what analysts think!·19 t 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.·18 t 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.
- ·1 päivä sittenDoes 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 sittenThe 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
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 |
|---|---|---|---|---|
| 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
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
- ·10 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?·9 t sittenIf 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 sittenI 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 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.·5 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.
- ·1 päivä sittenSame price today as in mid-December. Not quite what analysts think!·19 t 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.·18 t 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.
- ·1 päivä sittenDoes 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 sittenThe 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
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 |
|---|---|---|---|---|
| 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