2025 Q3 -tulosraportti
78 päivää sitten37 min
0,6361 NOK/osake
Viimeisin osinko
7,37%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
599
Myynti
Määrä
1 100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 403 | - | - | ||
| 47 | - | - | ||
| 338 | - | - | ||
| 854 | - | - |
Ylin
47,4VWAP
Alin
45,8VaihtoMäärä
3,1 67 071
VWAP
Ylin
47,4Alin
45,8VaihtoMäärä
3,1 67 071
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11.2025 | |
| 2025 Q2 -tulosraportti | 28.8.2025 | |
| 2025 Q1 -tulosraportti | 2.6.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sitten4 weeks until Q4 and the annual report tomorrow. Hoping for an IPT message before then as well. Are we talking 1.7-2 kroner per share in dividend perhaps? Exciting times in any case, and where this ends is hard to know.
·1 päivä sittenNet profit for Q1–Q3 is USD 110,5 mill. A dividend policy allowing for up to 50 % of the annual result distributed means that the theoretical maximum dividend framework is already around 3 kr per share before Q4. It's difficult to predict net profit for Q4, but if we assume USD 20-40 mill., the total framework ends up at approx. 3,6 to 4,2 kr per share for 2025. Already paid out around 1,9 kr for Q1–Q3, which gives us a theoretical room for Q4 dividend in the area of approx. 1,7–2,3 kr per share. I think we can easily exceed 2 kr for Q4.- ·2 päivää sittenJust read Upstream now. A lot of fluff, and an attempt to create an article based on little new concrete information. The article refers to «Oslo-based analysts» and «Market sources». «A spokesperson for Carlyle declined to comment», as well as «A spokesperson for BW Offshore said the company had no comment to make». Regardless, there are some lines worth noting (excerpt from the article below). “The future of the renowned floating production, storage and offloading contractor BW Offshore is captivating the global FPSO sector as the Norwegian company weighs up its options in an ongoing strategic review.” “Oslo-based analysts told Upstream that a strategic review generally means that the board of directors, and shareholders, want to do a rethink or decide what is best for the future.” “Last month, the floater player said in a brief statement to the Oslo Stock Exchange that, in response to market rumours, it was ‘currently undergoing a limited strategic review of its potential options’ and had engaged Pareto Securities to assist in this process.” “The options likely being explored are either being delisted and taken private, or being acquired, or being part of a merger. Ultimately, the status quo might even be maintained.” “Private equity firm Carlyle, which last year made an entry into the FPSO sector when it acquired the FPSO business of Norway’s Altera Infrastructure, has been widely tipped as a potential buyer, with sources suggesting talks between the two sides are ongoing.” “Interest has also been shown by one or more of the FPSO companies that are considered to be the global elites — SBM Offshore, Modec and Yinson Production.” “Market sources claimed that consideration had been given to a combination between BW Offshore and Malaysia’s Bumi Armada, although other sources were sceptical.” “Another unusual suggestion for BW Offshore was that one or more major shipyards in Asia that want to grow in the FPSO sector are showing an interest.”
·2 päivää sittenWhen will one know that? Is there a timeline?·2 päivää sittenMany of us are probably wondering about that now. I have previously thought that this process drags out over time because a potential transaction between BWO and Carlyle is complex; it's not necessarily the entire company that will be sold, but various combinations of assets, contracts, and structure. Thus, a heavy and extensive DD. After reading the Upstream article, I believe it's natural to think that the time spent could also have another explanation: that there are actually several interested parties and several real alternatives on the table. It may well be that BWO already knows what Carlyle might be willing to pay, but that these other solutions are being considered in parallel, and quite seriously, together with Pareto. Upstream not only mentions Carlyle, but also industrial players and other possible combinations. This is a reputable and serious industry journal. This is hardly something pulled out of thin air. The way the article is written suggests that there is some substance behind what is being written. So, we are not talking about completely baseless speculations here. If there are now actually several parties involved, this will be a golden opportunity. It provides both a better negotiating position for BWO and increases the likelihood that any potential price will better reflect the underlying values. At the same time, it probably also explains why the process takes time. Regarding the share price going forward, I believe it's worth taking a broader view. BWO has long been clearly underpriced relative to assets, contracts, cash holdings, and earnings. Now the price is around 46-47 kr, but the company's own figures indicate values that are significantly higher than this. With the interest now visible, and the ongoing strategic review, I believe we have passed a point where the market has actually begun the repricing of the company. Once this process is underway, it's difficult to keep a lid on the price over time, especially when underlying cash flow, EBITDA, and backlog deliver as expected. Regardless of whether there will be a sale or not, I believe the case points upwards. If the company continues to deliver operationally, and one does not sell out too early, it is in my opinion not unthinkable that we will see a significantly higher price during 2026. A doubling from today's level might sound dramatic, but given how low the company has been priced historically, it is far from unrealistic if the repricing is allowed to run its course. The ball has now started rolling, and all fundamental factors should be able to push the price further up.
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 Q3 -tulosraportti
78 päivää sitten37 min
0,6361 NOK/osake
Viimeisin osinko
7,37%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
- ·1 päivä sitten4 weeks until Q4 and the annual report tomorrow. Hoping for an IPT message before then as well. Are we talking 1.7-2 kroner per share in dividend perhaps? Exciting times in any case, and where this ends is hard to know.·1 päivä sittenNet profit for Q1–Q3 is USD 110,5 mill. A dividend policy allowing for up to 50 % of the annual result distributed means that the theoretical maximum dividend framework is already around 3 kr per share before Q4. It's difficult to predict net profit for Q4, but if we assume USD 20-40 mill., the total framework ends up at approx. 3,6 to 4,2 kr per share for 2025. Already paid out around 1,9 kr for Q1–Q3, which gives us a theoretical room for Q4 dividend in the area of approx. 1,7–2,3 kr per share. I think we can easily exceed 2 kr for Q4.
- ·2 päivää sittenJust read Upstream now. A lot of fluff, and an attempt to create an article based on little new concrete information. The article refers to «Oslo-based analysts» and «Market sources». «A spokesperson for Carlyle declined to comment», as well as «A spokesperson for BW Offshore said the company had no comment to make». Regardless, there are some lines worth noting (excerpt from the article below). “The future of the renowned floating production, storage and offloading contractor BW Offshore is captivating the global FPSO sector as the Norwegian company weighs up its options in an ongoing strategic review.” “Oslo-based analysts told Upstream that a strategic review generally means that the board of directors, and shareholders, want to do a rethink or decide what is best for the future.” “Last month, the floater player said in a brief statement to the Oslo Stock Exchange that, in response to market rumours, it was ‘currently undergoing a limited strategic review of its potential options’ and had engaged Pareto Securities to assist in this process.” “The options likely being explored are either being delisted and taken private, or being acquired, or being part of a merger. Ultimately, the status quo might even be maintained.” “Private equity firm Carlyle, which last year made an entry into the FPSO sector when it acquired the FPSO business of Norway’s Altera Infrastructure, has been widely tipped as a potential buyer, with sources suggesting talks between the two sides are ongoing.” “Interest has also been shown by one or more of the FPSO companies that are considered to be the global elites — SBM Offshore, Modec and Yinson Production.” “Market sources claimed that consideration had been given to a combination between BW Offshore and Malaysia’s Bumi Armada, although other sources were sceptical.” “Another unusual suggestion for BW Offshore was that one or more major shipyards in Asia that want to grow in the FPSO sector are showing an interest.”·2 päivää sittenWhen will one know that? Is there a timeline?·2 päivää sittenMany of us are probably wondering about that now. I have previously thought that this process drags out over time because a potential transaction between BWO and Carlyle is complex; it's not necessarily the entire company that will be sold, but various combinations of assets, contracts, and structure. Thus, a heavy and extensive DD. After reading the Upstream article, I believe it's natural to think that the time spent could also have another explanation: that there are actually several interested parties and several real alternatives on the table. It may well be that BWO already knows what Carlyle might be willing to pay, but that these other solutions are being considered in parallel, and quite seriously, together with Pareto. Upstream not only mentions Carlyle, but also industrial players and other possible combinations. This is a reputable and serious industry journal. This is hardly something pulled out of thin air. The way the article is written suggests that there is some substance behind what is being written. So, we are not talking about completely baseless speculations here. If there are now actually several parties involved, this will be a golden opportunity. It provides both a better negotiating position for BWO and increases the likelihood that any potential price will better reflect the underlying values. At the same time, it probably also explains why the process takes time. Regarding the share price going forward, I believe it's worth taking a broader view. BWO has long been clearly underpriced relative to assets, contracts, cash holdings, and earnings. Now the price is around 46-47 kr, but the company's own figures indicate values that are significantly higher than this. With the interest now visible, and the ongoing strategic review, I believe we have passed a point where the market has actually begun the repricing of the company. Once this process is underway, it's difficult to keep a lid on the price over time, especially when underlying cash flow, EBITDA, and backlog deliver as expected. Regardless of whether there will be a sale or not, I believe the case points upwards. If the company continues to deliver operationally, and one does not sell out too early, it is in my opinion not unthinkable that we will see a significantly higher price during 2026. A doubling from today's level might sound dramatic, but given how low the company has been priced historically, it is far from unrealistic if the repricing is allowed to run its course. The ball has now started rolling, and all fundamental factors should be able to push the price further up.
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
Oslo Børs
Määrä
Osto
599
Myynti
Määrä
1 100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 403 | - | - | ||
| 47 | - | - | ||
| 338 | - | - | ||
| 854 | - | - |
Ylin
47,4VWAP
Alin
45,8VaihtoMäärä
3,1 67 071
VWAP
Ylin
47,4Alin
45,8VaihtoMäärä
3,1 67 071
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11.2025 | |
| 2025 Q2 -tulosraportti | 28.8.2025 | |
| 2025 Q1 -tulosraportti | 2.6.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
2025 Q3 -tulosraportti
78 päivää sitten37 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11.2025 | |
| 2025 Q2 -tulosraportti | 28.8.2025 | |
| 2025 Q1 -tulosraportti | 2.6.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
0,6361 NOK/osake
Viimeisin osinko
7,37%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sitten4 weeks until Q4 and the annual report tomorrow. Hoping for an IPT message before then as well. Are we talking 1.7-2 kroner per share in dividend perhaps? Exciting times in any case, and where this ends is hard to know.·1 päivä sittenNet profit for Q1–Q3 is USD 110,5 mill. A dividend policy allowing for up to 50 % of the annual result distributed means that the theoretical maximum dividend framework is already around 3 kr per share before Q4. It's difficult to predict net profit for Q4, but if we assume USD 20-40 mill., the total framework ends up at approx. 3,6 to 4,2 kr per share for 2025. Already paid out around 1,9 kr for Q1–Q3, which gives us a theoretical room for Q4 dividend in the area of approx. 1,7–2,3 kr per share. I think we can easily exceed 2 kr for Q4.
- ·2 päivää sittenJust read Upstream now. A lot of fluff, and an attempt to create an article based on little new concrete information. The article refers to «Oslo-based analysts» and «Market sources». «A spokesperson for Carlyle declined to comment», as well as «A spokesperson for BW Offshore said the company had no comment to make». Regardless, there are some lines worth noting (excerpt from the article below). “The future of the renowned floating production, storage and offloading contractor BW Offshore is captivating the global FPSO sector as the Norwegian company weighs up its options in an ongoing strategic review.” “Oslo-based analysts told Upstream that a strategic review generally means that the board of directors, and shareholders, want to do a rethink or decide what is best for the future.” “Last month, the floater player said in a brief statement to the Oslo Stock Exchange that, in response to market rumours, it was ‘currently undergoing a limited strategic review of its potential options’ and had engaged Pareto Securities to assist in this process.” “The options likely being explored are either being delisted and taken private, or being acquired, or being part of a merger. Ultimately, the status quo might even be maintained.” “Private equity firm Carlyle, which last year made an entry into the FPSO sector when it acquired the FPSO business of Norway’s Altera Infrastructure, has been widely tipped as a potential buyer, with sources suggesting talks between the two sides are ongoing.” “Interest has also been shown by one or more of the FPSO companies that are considered to be the global elites — SBM Offshore, Modec and Yinson Production.” “Market sources claimed that consideration had been given to a combination between BW Offshore and Malaysia’s Bumi Armada, although other sources were sceptical.” “Another unusual suggestion for BW Offshore was that one or more major shipyards in Asia that want to grow in the FPSO sector are showing an interest.”·2 päivää sittenWhen will one know that? Is there a timeline?·2 päivää sittenMany of us are probably wondering about that now. I have previously thought that this process drags out over time because a potential transaction between BWO and Carlyle is complex; it's not necessarily the entire company that will be sold, but various combinations of assets, contracts, and structure. Thus, a heavy and extensive DD. After reading the Upstream article, I believe it's natural to think that the time spent could also have another explanation: that there are actually several interested parties and several real alternatives on the table. It may well be that BWO already knows what Carlyle might be willing to pay, but that these other solutions are being considered in parallel, and quite seriously, together with Pareto. Upstream not only mentions Carlyle, but also industrial players and other possible combinations. This is a reputable and serious industry journal. This is hardly something pulled out of thin air. The way the article is written suggests that there is some substance behind what is being written. So, we are not talking about completely baseless speculations here. If there are now actually several parties involved, this will be a golden opportunity. It provides both a better negotiating position for BWO and increases the likelihood that any potential price will better reflect the underlying values. At the same time, it probably also explains why the process takes time. Regarding the share price going forward, I believe it's worth taking a broader view. BWO has long been clearly underpriced relative to assets, contracts, cash holdings, and earnings. Now the price is around 46-47 kr, but the company's own figures indicate values that are significantly higher than this. With the interest now visible, and the ongoing strategic review, I believe we have passed a point where the market has actually begun the repricing of the company. Once this process is underway, it's difficult to keep a lid on the price over time, especially when underlying cash flow, EBITDA, and backlog deliver as expected. Regardless of whether there will be a sale or not, I believe the case points upwards. If the company continues to deliver operationally, and one does not sell out too early, it is in my opinion not unthinkable that we will see a significantly higher price during 2026. A doubling from today's level might sound dramatic, but given how low the company has been priced historically, it is far from unrealistic if the repricing is allowed to run its course. The ball has now started rolling, and all fundamental factors should be able to push the price further up.
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
Oslo Børs
Määrä
Osto
599
Myynti
Määrä
1 100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 403 | - | - | ||
| 47 | - | - | ||
| 338 | - | - | ||
| 854 | - | - |
Ylin
47,4VWAP
Alin
45,8VaihtoMäärä
3,1 67 071
VWAP
Ylin
47,4Alin
45,8VaihtoMäärä
3,1 67 071
Välittäjätilasto
Dataa ei löytynyt