2026 Q1 -tulosraportti
27 päivää sitten
‧43 min
0,70 USD/osake
Viimeisin osinko
8,35%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 255 | - | - | ||
| 47 | - | - | ||
| 131 | - | - | ||
| 131 | - | - | ||
| 17 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 146 898 | 146 898 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 146 898 | 146 898 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·2 t sittenIt's starting to get very late to speculate downwards as has been done with the price of this stock lately. Half the year has now passed and even if we, against all odds, were to return to normal freight rates next week, it's almost a record year we're seeing overall.
·8 t sittenLatest chart I have seen is MR with scrubber at 63k for triangulated TC2-TC14 (including two days ballast sailing). Must be said to be really really good, when one is probably approx. 5 x higher on revenue in relation to cash break even.
·2 t sittenIt is my impression that they are raking in a lot of money, but the market might want to see the financial results before they send the share price up. Speaking of a topic that was mentioned again and again a couple of weeks ago, try and listen to Børsen's investor-podcast “Biomar brød børstørken” from June 3. Fast forward to 35 minutes into the podcast. It is Vestas' head of IR who answers the question. So I think that's closed regarding a CEO’s sale of allocated shares.·1 t sitten · MuokattuIt is one of the big problems for us private investors that we only have limited insight when we don't have access to a "Bloomberg terminal" or analyst access to a CEO or CFO - but often have to wait until the Q report for greater insight. In oil and tanker, this uncertainty is amplified by rates changing so quickly. An example I can give from PNOR is that in April some investors were so scared that Brent dropped to $90 that shares were sold down to 12 NOK - a few weeks later it became evident that PNOR had sold their lift at "Africa prices" of $119 (which was also my thesis with WAFR prices) - and the share price went over 18. I think it's a bit the same here - there was a blip where MR rates fell sharply on the Baltic from the insane MR level of 73k. But none of Torm, Scorpio or Hafnia wanted to sail them, so we were quickly back up to 30-35k again - and that is probably the new bottom level for now (many are a lot higher than that). Anyway, that was translated into "a collapse in product tanker" - and such a narrative spreads quickly here. But.... I believe my analysis is correct - but I won't know for sure until Q2. And that's why you can earn a lot in tanker - or the opposite.- ·5.6.I still see good earnings and upside in product tanker - and threw another 5+5 % into this sector yesterday - so I have a total of 25% in product tanker (15% is still in Torm). On today's chart I have seen, the rates are generally rising and most of them are in a spectrum from 38-66k for MR with scrubber (WAFR is however still weak). That must be said to be really good. So for now I see no fate signals (apart from the volatile and risky nature of tankers). I still think it's a bit silly that the prices of Torm, Hafnia and Scorpio are messing around down at this level - one just has to be patient.
·4.6.How much further will it go down ???? It seems like it keeps falling·5.6.My expectation is that we will remain flat until the end of July, from then it will start to rise towards Q2 results on August 26, where we should ideally be back at price 220 and perhaps higher.- ·1.6. · MuokattuBased on the latest chart I've seen today, the MR rates are about 25% higher than last week - i.e. up between 45-50k per day on the majority of the routes I've seen. LR2 has then fallen over 10%. From a historical perspective, it is still a very high level, and Torm continues to earn serious money. Great - because it has been a bit strenuous the last 10 days. Will we then get a new quarterly record for Torm in q2/26? Hmm…..hard to say when the data basis is relatively small and there was a dip in rates. But I am still confident and holding on. Do I still think product tankers are Bull when MEG opens at some point? Yes, contrary to what the market is currently pricing - and the reason for the optimism is still tied to catching up on refined products (and crude for that matter). At the same time, it is my thesis that the rest of 2026 will be characterized by supplementary alternative routes with increased ton/mile.
·3.6.The interesting thing is that BW lpg has turned around after the earnings report. That indicates upside here in Torm.·3.6. · MuokattuThat's a point. But I generally also believe that VLGC is a small niche, so the majority of shareholders know the dynamics of LPG. And it's clear now that rates are holding even though we are heading into a “seasonal downturn” under normal circumstances. It will be exciting to see how high we can reach into the autumn, when traditional increases usually come, along with good arbitrage opportunities from the North American Gulf (I'm also holding my BW, by the way) As for Torm, MR rates are now rising again, and the latest chart I've seen today shows another increase and we are between 45k-64k from USG-UKC, which is insanely good. On the other hand, UKC-WAFR is really weak between 13-20k (there aren't many of those, though). LR2 rates are still declining, but still at a high level. If you calculate what OPEX is for MR and LR2 against the existing rates - then I think the current share price is completely absurd. But I don't control the market, and the narrative has been a collapse in product tank. It's hard to see from my perspective - as this so-called collapse was a drop to 35-40k just over a week ago (which would have been considered super good just half a year ago). We'll have to see how it goes - for now, I'm still very heavily invested in Torm.
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
27 päivää sitten
‧43 min
0,70 USD/osake
Viimeisin osinko
8,35%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 sittenIt's starting to get very late to speculate downwards as has been done with the price of this stock lately. Half the year has now passed and even if we, against all odds, were to return to normal freight rates next week, it's almost a record year we're seeing overall.
- ·8 t sittenLatest chart I have seen is MR with scrubber at 63k for triangulated TC2-TC14 (including two days ballast sailing). Must be said to be really really good, when one is probably approx. 5 x higher on revenue in relation to cash break even.·2 t sittenIt is my impression that they are raking in a lot of money, but the market might want to see the financial results before they send the share price up. Speaking of a topic that was mentioned again and again a couple of weeks ago, try and listen to Børsen's investor-podcast “Biomar brød børstørken” from June 3. Fast forward to 35 minutes into the podcast. It is Vestas' head of IR who answers the question. So I think that's closed regarding a CEO’s sale of allocated shares.·1 t sitten · MuokattuIt is one of the big problems for us private investors that we only have limited insight when we don't have access to a "Bloomberg terminal" or analyst access to a CEO or CFO - but often have to wait until the Q report for greater insight. In oil and tanker, this uncertainty is amplified by rates changing so quickly. An example I can give from PNOR is that in April some investors were so scared that Brent dropped to $90 that shares were sold down to 12 NOK - a few weeks later it became evident that PNOR had sold their lift at "Africa prices" of $119 (which was also my thesis with WAFR prices) - and the share price went over 18. I think it's a bit the same here - there was a blip where MR rates fell sharply on the Baltic from the insane MR level of 73k. But none of Torm, Scorpio or Hafnia wanted to sail them, so we were quickly back up to 30-35k again - and that is probably the new bottom level for now (many are a lot higher than that). Anyway, that was translated into "a collapse in product tanker" - and such a narrative spreads quickly here. But.... I believe my analysis is correct - but I won't know for sure until Q2. And that's why you can earn a lot in tanker - or the opposite.
- ·5.6.I still see good earnings and upside in product tanker - and threw another 5+5 % into this sector yesterday - so I have a total of 25% in product tanker (15% is still in Torm). On today's chart I have seen, the rates are generally rising and most of them are in a spectrum from 38-66k for MR with scrubber (WAFR is however still weak). That must be said to be really good. So for now I see no fate signals (apart from the volatile and risky nature of tankers). I still think it's a bit silly that the prices of Torm, Hafnia and Scorpio are messing around down at this level - one just has to be patient.
- ·4.6.How much further will it go down ???? It seems like it keeps falling·5.6.My expectation is that we will remain flat until the end of July, from then it will start to rise towards Q2 results on August 26, where we should ideally be back at price 220 and perhaps higher.
- ·1.6. · MuokattuBased on the latest chart I've seen today, the MR rates are about 25% higher than last week - i.e. up between 45-50k per day on the majority of the routes I've seen. LR2 has then fallen over 10%. From a historical perspective, it is still a very high level, and Torm continues to earn serious money. Great - because it has been a bit strenuous the last 10 days. Will we then get a new quarterly record for Torm in q2/26? Hmm…..hard to say when the data basis is relatively small and there was a dip in rates. But I am still confident and holding on. Do I still think product tankers are Bull when MEG opens at some point? Yes, contrary to what the market is currently pricing - and the reason for the optimism is still tied to catching up on refined products (and crude for that matter). At the same time, it is my thesis that the rest of 2026 will be characterized by supplementary alternative routes with increased ton/mile.·3.6.The interesting thing is that BW lpg has turned around after the earnings report. That indicates upside here in Torm.·3.6. · MuokattuThat's a point. But I generally also believe that VLGC is a small niche, so the majority of shareholders know the dynamics of LPG. And it's clear now that rates are holding even though we are heading into a “seasonal downturn” under normal circumstances. It will be exciting to see how high we can reach into the autumn, when traditional increases usually come, along with good arbitrage opportunities from the North American Gulf (I'm also holding my BW, by the way) As for Torm, MR rates are now rising again, and the latest chart I've seen today shows another increase and we are between 45k-64k from USG-UKC, which is insanely good. On the other hand, UKC-WAFR is really weak between 13-20k (there aren't many of those, though). LR2 rates are still declining, but still at a high level. If you calculate what OPEX is for MR and LR2 against the existing rates - then I think the current share price is completely absurd. But I don't control the market, and the narrative has been a collapse in product tank. It's hard to see from my perspective - as this so-called collapse was a drop to 35-40k just over a week ago (which would have been considered super good just half a year ago). We'll have to see how it goes - for now, I'm still very heavily invested in Torm.
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 |
|---|---|---|---|---|
| 255 | - | - | ||
| 47 | - | - | ||
| 131 | - | - | ||
| 131 | - | - | ||
| 17 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 146 898 | 146 898 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 146 898 | 146 898 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
2026 Q1 -tulosraportti
27 päivää sitten
‧43 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 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
Vuosittainen yhtiökokous 2026 15.4. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
0,70 USD/osake
Viimeisin osinko
8,35%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 t sittenIt's starting to get very late to speculate downwards as has been done with the price of this stock lately. Half the year has now passed and even if we, against all odds, were to return to normal freight rates next week, it's almost a record year we're seeing overall.
- ·8 t sittenLatest chart I have seen is MR with scrubber at 63k for triangulated TC2-TC14 (including two days ballast sailing). Must be said to be really really good, when one is probably approx. 5 x higher on revenue in relation to cash break even.·2 t sittenIt is my impression that they are raking in a lot of money, but the market might want to see the financial results before they send the share price up. Speaking of a topic that was mentioned again and again a couple of weeks ago, try and listen to Børsen's investor-podcast “Biomar brød børstørken” from June 3. Fast forward to 35 minutes into the podcast. It is Vestas' head of IR who answers the question. So I think that's closed regarding a CEO’s sale of allocated shares.·1 t sitten · MuokattuIt is one of the big problems for us private investors that we only have limited insight when we don't have access to a "Bloomberg terminal" or analyst access to a CEO or CFO - but often have to wait until the Q report for greater insight. In oil and tanker, this uncertainty is amplified by rates changing so quickly. An example I can give from PNOR is that in April some investors were so scared that Brent dropped to $90 that shares were sold down to 12 NOK - a few weeks later it became evident that PNOR had sold their lift at "Africa prices" of $119 (which was also my thesis with WAFR prices) - and the share price went over 18. I think it's a bit the same here - there was a blip where MR rates fell sharply on the Baltic from the insane MR level of 73k. But none of Torm, Scorpio or Hafnia wanted to sail them, so we were quickly back up to 30-35k again - and that is probably the new bottom level for now (many are a lot higher than that). Anyway, that was translated into "a collapse in product tanker" - and such a narrative spreads quickly here. But.... I believe my analysis is correct - but I won't know for sure until Q2. And that's why you can earn a lot in tanker - or the opposite.
- ·5.6.I still see good earnings and upside in product tanker - and threw another 5+5 % into this sector yesterday - so I have a total of 25% in product tanker (15% is still in Torm). On today's chart I have seen, the rates are generally rising and most of them are in a spectrum from 38-66k for MR with scrubber (WAFR is however still weak). That must be said to be really good. So for now I see no fate signals (apart from the volatile and risky nature of tankers). I still think it's a bit silly that the prices of Torm, Hafnia and Scorpio are messing around down at this level - one just has to be patient.
- ·4.6.How much further will it go down ???? It seems like it keeps falling·5.6.My expectation is that we will remain flat until the end of July, from then it will start to rise towards Q2 results on August 26, where we should ideally be back at price 220 and perhaps higher.
- ·1.6. · MuokattuBased on the latest chart I've seen today, the MR rates are about 25% higher than last week - i.e. up between 45-50k per day on the majority of the routes I've seen. LR2 has then fallen over 10%. From a historical perspective, it is still a very high level, and Torm continues to earn serious money. Great - because it has been a bit strenuous the last 10 days. Will we then get a new quarterly record for Torm in q2/26? Hmm…..hard to say when the data basis is relatively small and there was a dip in rates. But I am still confident and holding on. Do I still think product tankers are Bull when MEG opens at some point? Yes, contrary to what the market is currently pricing - and the reason for the optimism is still tied to catching up on refined products (and crude for that matter). At the same time, it is my thesis that the rest of 2026 will be characterized by supplementary alternative routes with increased ton/mile.·3.6.The interesting thing is that BW lpg has turned around after the earnings report. That indicates upside here in Torm.·3.6. · MuokattuThat's a point. But I generally also believe that VLGC is a small niche, so the majority of shareholders know the dynamics of LPG. And it's clear now that rates are holding even though we are heading into a “seasonal downturn” under normal circumstances. It will be exciting to see how high we can reach into the autumn, when traditional increases usually come, along with good arbitrage opportunities from the North American Gulf (I'm also holding my BW, by the way) As for Torm, MR rates are now rising again, and the latest chart I've seen today shows another increase and we are between 45k-64k from USG-UKC, which is insanely good. On the other hand, UKC-WAFR is really weak between 13-20k (there aren't many of those, though). LR2 rates are still declining, but still at a high level. If you calculate what OPEX is for MR and LR2 against the existing rates - then I think the current share price is completely absurd. But I don't control the market, and the narrative has been a collapse in product tank. It's hard to see from my perspective - as this so-called collapse was a drop to 35-40k just over a week ago (which would have been considered super good just half a year ago). We'll have to see how it goes - for now, I'm still very heavily invested in Torm.
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 |
|---|---|---|---|---|
| 255 | - | - | ||
| 47 | - | - | ||
| 131 | - | - | ||
| 131 | - | - | ||
| 17 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 146 898 | 146 898 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 146 898 | 146 898 | 0 | 0 |