2025 Q4 -tulosraportti
23 päivää sitten
‧36 min
0,70 USD/osake
Viimeisin osinko
7,95%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 439 | - | - | ||
| 3 | - | - | ||
| 1 443 | - | - | ||
| 541 | - | - | ||
| 440 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
Vuosittainen yhtiökokous 2025 16.4.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·8 t sittenJacob Meldgaard participated 9/3 in a 45 min conference about the tanker industry which can be heard here. They discuss among other things Hormuz, the fleet, women in seafaring (!), crude/clean future, etc. It is as usual a bunch of self-assured CEOs, I must say... https://youtu.be/X3b7ZgpP7Cw?t=2417 There is a funny episode (40:20 where the clip starts). Here Hafnia somewhat apologetically admits that a large part of their LR2s are chartered out for some years (“had we known what we know now – maybe not! (laughs). But sometimes you have to do the prudent thing, and locking in rates in the low 30s for 2-3 years seems prudent hedge”). To that, Meldgaard concludes by saying (46:20) “(..) but then of course if you’ve got a de-levered balance sheet you can also allow yourself to take risk in the market, and so we are currently predominantly spot, i think only a handful of our ships are on charter(..)’ In other words: TORM has not locked in long contracts too early – unlike Hafnia 😉 If TORM has positioned their ships wisely/luckily, they can utilize the high rates locally – we will learn more about this at Q1 on 13/5. Side note: Meldgaard & Co are quite clear that if it continues in Hormuz, and we get a global energy/oil shortage, then the global economy has bigger problems than the tankers having nothing to do.
·1 päivä sittenIsn't there starting to be a shortage of gasoline diesel and jet fuel , I think they'll be very busy soon. Couldn't one then see a share price above 200kr.
·1 päivä sittenBut the question is also whether they will be stagnant and the economy declines sharply. Uncertainty is probably the main question. I do believe, however, that they are making good money currently, but we'll see with the next financial report. I own Torm, so no buy recommendation here.
·2 päivää sittenA take on Torm as I see it right now - and gladly receive other perspectives: If Torm reaches EBITDA in 2026 of USD 900 mio - then as I see it, it will give between 40-50kr in dividend. That will drive the price up. This requires their average rates to be USD 35.000 for the whole of 2026. For Q1 they had locked 70% of the vessels at an average of 34.900, and the rest in spot. In spot, the rates are currently an average of 44-45.000 for product tank. No major newbuilds entering the market that I can see. So supply/demand should hold. And somehow Torm always manages to get fixtures that are much better than e.g. Hafnia. So I assess that there is the greatest probability for upside. Will not be surprised if it makes over 20% (keeping in mind that tank is always very volatile). A Dark horse that I haven't figured out yet is insider selling, as it can have many reasons. Furthermore, there will naturally be a slowdown if the oil price remains high, but I believe we will see more normal conditions in the second half of the year - based on the rest of the world seeking with all means to find solutions to the current situation, so as not to kill macro economic growth.
·3 päivää sitten · MuokattuI think the bottom was reached at around 155. Looks positive.
·2 päivää sittenI also think we have seen the bottom for now. The rates have so far stabilized at a very high level, with an increase of 99% YTD, so that is super positive. On the other hand, it was a bit unfortunate that the CEO just dumped 36 million kroner worth of shares onto the market, as the price was already under pressure, a few days ago.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q4 -tulosraportti
23 päivää sitten
‧36 min
0,70 USD/osake
Viimeisin osinko
7,95%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenJacob Meldgaard participated 9/3 in a 45 min conference about the tanker industry which can be heard here. They discuss among other things Hormuz, the fleet, women in seafaring (!), crude/clean future, etc. It is as usual a bunch of self-assured CEOs, I must say... https://youtu.be/X3b7ZgpP7Cw?t=2417 There is a funny episode (40:20 where the clip starts). Here Hafnia somewhat apologetically admits that a large part of their LR2s are chartered out for some years (“had we known what we know now – maybe not! (laughs). But sometimes you have to do the prudent thing, and locking in rates in the low 30s for 2-3 years seems prudent hedge”). To that, Meldgaard concludes by saying (46:20) “(..) but then of course if you’ve got a de-levered balance sheet you can also allow yourself to take risk in the market, and so we are currently predominantly spot, i think only a handful of our ships are on charter(..)’ In other words: TORM has not locked in long contracts too early – unlike Hafnia 😉 If TORM has positioned their ships wisely/luckily, they can utilize the high rates locally – we will learn more about this at Q1 on 13/5. Side note: Meldgaard & Co are quite clear that if it continues in Hormuz, and we get a global energy/oil shortage, then the global economy has bigger problems than the tankers having nothing to do.
- ·1 päivä sittenIsn't there starting to be a shortage of gasoline diesel and jet fuel , I think they'll be very busy soon. Couldn't one then see a share price above 200kr.·1 päivä sittenBut the question is also whether they will be stagnant and the economy declines sharply. Uncertainty is probably the main question. I do believe, however, that they are making good money currently, but we'll see with the next financial report. I own Torm, so no buy recommendation here.
- ·2 päivää sittenA take on Torm as I see it right now - and gladly receive other perspectives: If Torm reaches EBITDA in 2026 of USD 900 mio - then as I see it, it will give between 40-50kr in dividend. That will drive the price up. This requires their average rates to be USD 35.000 for the whole of 2026. For Q1 they had locked 70% of the vessels at an average of 34.900, and the rest in spot. In spot, the rates are currently an average of 44-45.000 for product tank. No major newbuilds entering the market that I can see. So supply/demand should hold. And somehow Torm always manages to get fixtures that are much better than e.g. Hafnia. So I assess that there is the greatest probability for upside. Will not be surprised if it makes over 20% (keeping in mind that tank is always very volatile). A Dark horse that I haven't figured out yet is insider selling, as it can have many reasons. Furthermore, there will naturally be a slowdown if the oil price remains high, but I believe we will see more normal conditions in the second half of the year - based on the rest of the world seeking with all means to find solutions to the current situation, so as not to kill macro economic growth.
- ·3 päivää sitten · MuokattuI think the bottom was reached at around 155. Looks positive.·2 päivää sittenI also think we have seen the bottom for now. The rates have so far stabilized at a very high level, with an increase of 99% YTD, so that is super positive. On the other hand, it was a bit unfortunate that the CEO just dumped 36 million kroner worth of shares onto the market, as the price was already under pressure, a few days ago.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 439 | - | - | ||
| 3 | - | - | ||
| 1 443 | - | - | ||
| 541 | - | - | ||
| 440 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
Vuosittainen yhtiökokous 2025 16.4.2025 |
2025 Q4 -tulosraportti
23 päivää sitten
‧36 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 Q1 -tulosraportti 13.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
Vuosittainen yhtiökokous 2025 16.4.2025 |
0,70 USD/osake
Viimeisin osinko
7,95%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenJacob Meldgaard participated 9/3 in a 45 min conference about the tanker industry which can be heard here. They discuss among other things Hormuz, the fleet, women in seafaring (!), crude/clean future, etc. It is as usual a bunch of self-assured CEOs, I must say... https://youtu.be/X3b7ZgpP7Cw?t=2417 There is a funny episode (40:20 where the clip starts). Here Hafnia somewhat apologetically admits that a large part of their LR2s are chartered out for some years (“had we known what we know now – maybe not! (laughs). But sometimes you have to do the prudent thing, and locking in rates in the low 30s for 2-3 years seems prudent hedge”). To that, Meldgaard concludes by saying (46:20) “(..) but then of course if you’ve got a de-levered balance sheet you can also allow yourself to take risk in the market, and so we are currently predominantly spot, i think only a handful of our ships are on charter(..)’ In other words: TORM has not locked in long contracts too early – unlike Hafnia 😉 If TORM has positioned their ships wisely/luckily, they can utilize the high rates locally – we will learn more about this at Q1 on 13/5. Side note: Meldgaard & Co are quite clear that if it continues in Hormuz, and we get a global energy/oil shortage, then the global economy has bigger problems than the tankers having nothing to do.
- ·1 päivä sittenIsn't there starting to be a shortage of gasoline diesel and jet fuel , I think they'll be very busy soon. Couldn't one then see a share price above 200kr.·1 päivä sittenBut the question is also whether they will be stagnant and the economy declines sharply. Uncertainty is probably the main question. I do believe, however, that they are making good money currently, but we'll see with the next financial report. I own Torm, so no buy recommendation here.
- ·2 päivää sittenA take on Torm as I see it right now - and gladly receive other perspectives: If Torm reaches EBITDA in 2026 of USD 900 mio - then as I see it, it will give between 40-50kr in dividend. That will drive the price up. This requires their average rates to be USD 35.000 for the whole of 2026. For Q1 they had locked 70% of the vessels at an average of 34.900, and the rest in spot. In spot, the rates are currently an average of 44-45.000 for product tank. No major newbuilds entering the market that I can see. So supply/demand should hold. And somehow Torm always manages to get fixtures that are much better than e.g. Hafnia. So I assess that there is the greatest probability for upside. Will not be surprised if it makes over 20% (keeping in mind that tank is always very volatile). A Dark horse that I haven't figured out yet is insider selling, as it can have many reasons. Furthermore, there will naturally be a slowdown if the oil price remains high, but I believe we will see more normal conditions in the second half of the year - based on the rest of the world seeking with all means to find solutions to the current situation, so as not to kill macro economic growth.
- ·3 päivää sitten · MuokattuI think the bottom was reached at around 155. Looks positive.·2 päivää sittenI also think we have seen the bottom for now. The rates have so far stabilized at a very high level, with an increase of 99% YTD, so that is super positive. On the other hand, it was a bit unfortunate that the CEO just dumped 36 million kroner worth of shares onto the market, as the price was already under pressure, a few days ago.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 439 | - | - | ||
| 3 | - | - | ||
| 1 443 | - | - | ||
| 541 | - | - | ||
| 440 | - | - |
Välittäjätilasto
Dataa ei löytynyt