Siirry pääsisältöön
Käyttämääsi selainta ei enää tueta – lue lisää.

BW Offshore Limited

BW Offshore Limited

44,85NOK
+0,45% (+0,20)
Tänään 
Ylin45,75
Alin44,80
Vaihto
2,2 MNOK
44,85NOK
+0,45% (+0,20)
Tänään 
Ylin45,75
Alin44,80
Vaihto
2,2 MNOK

BW Offshore Limited

BW Offshore Limited

44,85NOK
+0,45% (+0,20)
Tänään 
Ylin45,75
Alin44,80
Vaihto
2,2 MNOK
44,85NOK
+0,45% (+0,20)
Tänään 
Ylin45,75
Alin44,80
Vaihto
2,2 MNOK

BW Offshore Limited

BW Offshore Limited

44,85NOK
+0,45% (+0,20)
Tänään 
Ylin45,75
Alin44,80
Vaihto
2,2 MNOK
44,85NOK
+0,45% (+0,20)
Tänään 
Ylin45,75
Alin44,80
Vaihto
2,2 MNOK
2025 Q3 -tulosraportti
52 päivää sitten37 min
0,6361 NOK/osake
Viimeisin osinko
7,74 %Tuotto/v

Tarjoustasot

NorwayOslo Børs
Määrä
Osto
700
Myynti
Määrä
379

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
7--
114--
31--
250--
300--
Ylin
45,75
VWAP
-
Alin
44,8
VaihtoMäärä
2,2 48 820
VWAP
-
Ylin
45,75
Alin
44,8
VaihtoMäärä
2,2 48 820

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

Seuraava tapahtuma
2025 Q4 -tulosraportti
26.2.
Menneet tapahtumat
2025 Q3 -tulosraportti14.11.2025
2025 Q2 -tulosraportti28.8.2025
2025 Q1 -tulosraportti2.6.2025
2024 Q4 -tulosraportti27.2.2025
2024 Q3 -tulosraportti15.11.2024
Datan lähde: Quartr, FactSet

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    I would think a decision should come soon. Either an agreement on price will be reached, or it won't be.
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    There has been a nice price increase due to the bid rumor. It will be very interesting to see what happens now. As I understand it, BW Group is very well-consolidated, and considering that SBM Offshore trades at almost double p/e multiples on the 2027 forecast and significantly above equity, it's a bit difficult to understand why BW Group would release the company for under around 85-90 kr per share, so if this reasoning were correct, the question is whether the bidder really can/wants to pay that much. Again, pure speculation and difficult to know how the reasoning goes and what the potential deal contains.
    17 t sitten
    ·
    17 t sitten
    ·
    No, I also mean it's hard to understand. But I could have sold now, but I think bid or not, BW Offshore is worth more, significantly more than today's price.
  • 23.12.2025
    ·
    23.12.2025
    ·
    Just to look forward to the news hitting the table soon…
    30.12.2025
    ·
    30.12.2025
    ·
    Haven't dug myself, but does anyone know how much Carlyle owns already? BW group probably has the clearly largest ownership stake here, but not over 70%??? So it won't be straightforward to buy the whole shop anyway, without me being an M&A expert… BW group itself tried to buy out us small shareholders about 2 years ago, it probably hasn't been a great journey since then (except perhaps just recently) so why would BW now want to sell? As was commented above here, it would have been interesting to know what BW group thinks
    30.12.2025
    ·
    30.12.2025
    ·
    Had to check, so to answer my own question 🫣 - BW group had 49,9% of the shares in the report I found. Don't see Carlyle on the top 20, but a lot can have happened since then. So if Carlyle buys BW group's entire stake, there's still a way to go to be able to compulsorily redeem the rest.
  • 23.12.2025
    ·
    23.12.2025
    ·
    Strong momentum after yesterday's gain The BW Offshore share has already had a significant positive price reaction today, with a price increase of over 13 % and solid volume on the Oslo Stock Exchange – which often leads to further buying pressure and positive energy in the market.  🔹 Technical setup still looks strong With a clear break above important resistance levels and high volume activity, technical indicators still signal buying interest for BWO today. This makes more traders want to position themselves in the stock. (based on recent technical analysis) ⸻ In summary: There is a strong combination of fundamental and market-driven factors that point towards further upside today: acquisition rumors with a possible premium, a confirmed strategic review process, strong momentum in the price, and an energy market in positive movement. That gives every good reason to be optimistic for the BW Offshore share right now!
  • 22.12.2025
    ·
    22.12.2025
    ·
    This is absolutely terrible news, I don't understand why so many here are so positive. BW Offshore is a gold mine, an acquisition here takes away the upside some of us have waited for for years. Must have a sky-high price to even consider selling, thinking 90+.
    23.12.2025 · Muokattu
    ·
    23.12.2025 · Muokattu
    ·
    I think these conversations are very positive. I would have been more skeptical if it was BWG that wanted to buy out the rest of the shareholders. BWG is not selling for a low price as they are the largest owner and have very good knowledge of the company. I also don't think there will be a high enough degree of acceptance from remaining shareholders if the bid is too low for them to be able to compulsorily redeem anyone, so then there is also an opportunity to decline the bid. I also see several people writing that such acquisitions are "stolen" for a low price of 20-30% above the market price, but the price for a bid to go through with high enough acceptance has more to do with actual value. Some companies are probably traded at a discount on the stock exchange, but not a large enough discount for giving more than 20-30% above market value to be worth it for the acquirer, and therefore many bids probably end up in that price range. Look at Shelf which was sold not long ago. Here the share was down around 5kr. It rose to about 8.5kr before a bid came in at 14kr per share. Later the bid was increased to 18.5kr per share due to low acceptance. BWG therefore has no reason to accept a bid much lower than actual value, and what is good for BWG is good for us in this case. There are no obvious conflicting interests. If the deal/bid does not materialize, I have in any case gained a bit more confidence in my case that the share has been undervalued.
    24.12.2025
    ·
    24.12.2025
    ·
    Yes, that's a reasonable argument you're making. I've thought along the same lines and also don't think 20-30% reflects the value in any way. I read that Sissner thought anything over 50 kr is "blue sky" and then one wonders how he calculates. I hope BWG will also sell, but one doesn't know if they will become co-owners in the new company. However, I have so far perceived BWG as a very serious shareholder, even towards the minority.
  • 22.12.2025
    ·
    22.12.2025
    ·
    Ok, an exciting day over. Good momentum in the stock and close to 500k shares traded. That says at least one thing: the interest is there, and this is being closely followed now. I also wouldn't be surprised if we are approaching a statement from BWO – and that it might come before the Christmas dinner is served. Whether this ends in a sale remains to be seen. But what we know is that talks have been ongoing for several weeks now. Implicit in that is also a mutual desire/acceptance to achieve something – given the right conditions. That's important to keep in mind. So what now? Well, for my part, I actually topped up a bit extra this morning. Not because I know a bid is coming, but because I believe the underlying case is still strong – with or without a transaction. It has been said before here on the forum, and I'll say it again: BWO is among Oslo Børs' most undervalued companies. A jump of 12–13 % today doesn't change that fact. Book value is still around 70 kr per share. Cash on hand is 20–21 kr per share. The company has long-term contracts, a backlog of several billion USD, visibility well into the 2030s, cash flow largely independent of short-term oil prices, a high dividend payout ratio, and a clear focus on direct returns to shareholders. The dividend is supported by real cash flow, and the debt profile is long and manageable. For me, this is a simple «test yourself» exercise: – Is the cash flow visible and secure? Yes – Am I getting paid while I wait? Yes – Is the valuation low relative to assets and balance sheet? Yes – Is the risk understandable and known? Yes – Is there upside beyond the base case? Yes, repricing / possibly sale When I answer yes to all, it's hard to be negative. And that's precisely why I'm actually quite comfortable with both outcomes: If there's a sale – at the right price – perfectly fine. Then it should compensate for both book values, cash holdings, future dividends, and the repricing many of us have long awaited. If there's no sale – also perfectly fine. Then we are still left with a rock-solid cash flow company that can pay good dividends for many years to come, and which should eventually receive a more deserved valuation in the market. The foundation stands firm regardless. In any case, exciting days ahead – and interesting to see what the company might come up with before Christmas. Merry Christmas everyone 😊
    23.12.2025
    ·
    23.12.2025
    ·
    Unfortunately, most industrial companies are acquired from the stock market at modest premiums of 15 to 20 %. Take for example Rana, pure daylight robbery, and the management and board recommend this. And I don't think you should bet on Sao Promen, he might be rewarded through the back door for selling the company cheaply. But the assets are being stolen out of the hands of us small shareholders.
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

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q3 -tulosraportti
52 päivää sitten37 min
0,6361 NOK/osake
Viimeisin osinko
7,74 %Tuotto/v

Uutiset

AI
Viimeisin
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 sitten
    ·
    1 päivä sitten
    ·
    I would think a decision should come soon. Either an agreement on price will be reached, or it won't be.
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    There has been a nice price increase due to the bid rumor. It will be very interesting to see what happens now. As I understand it, BW Group is very well-consolidated, and considering that SBM Offshore trades at almost double p/e multiples on the 2027 forecast and significantly above equity, it's a bit difficult to understand why BW Group would release the company for under around 85-90 kr per share, so if this reasoning were correct, the question is whether the bidder really can/wants to pay that much. Again, pure speculation and difficult to know how the reasoning goes and what the potential deal contains.
    17 t sitten
    ·
    17 t sitten
    ·
    No, I also mean it's hard to understand. But I could have sold now, but I think bid or not, BW Offshore is worth more, significantly more than today's price.
  • 23.12.2025
    ·
    23.12.2025
    ·
    Just to look forward to the news hitting the table soon…
    30.12.2025
    ·
    30.12.2025
    ·
    Haven't dug myself, but does anyone know how much Carlyle owns already? BW group probably has the clearly largest ownership stake here, but not over 70%??? So it won't be straightforward to buy the whole shop anyway, without me being an M&A expert… BW group itself tried to buy out us small shareholders about 2 years ago, it probably hasn't been a great journey since then (except perhaps just recently) so why would BW now want to sell? As was commented above here, it would have been interesting to know what BW group thinks
    30.12.2025
    ·
    30.12.2025
    ·
    Had to check, so to answer my own question 🫣 - BW group had 49,9% of the shares in the report I found. Don't see Carlyle on the top 20, but a lot can have happened since then. So if Carlyle buys BW group's entire stake, there's still a way to go to be able to compulsorily redeem the rest.
  • 23.12.2025
    ·
    23.12.2025
    ·
    Strong momentum after yesterday's gain The BW Offshore share has already had a significant positive price reaction today, with a price increase of over 13 % and solid volume on the Oslo Stock Exchange – which often leads to further buying pressure and positive energy in the market.  🔹 Technical setup still looks strong With a clear break above important resistance levels and high volume activity, technical indicators still signal buying interest for BWO today. This makes more traders want to position themselves in the stock. (based on recent technical analysis) ⸻ In summary: There is a strong combination of fundamental and market-driven factors that point towards further upside today: acquisition rumors with a possible premium, a confirmed strategic review process, strong momentum in the price, and an energy market in positive movement. That gives every good reason to be optimistic for the BW Offshore share right now!
  • 22.12.2025
    ·
    22.12.2025
    ·
    This is absolutely terrible news, I don't understand why so many here are so positive. BW Offshore is a gold mine, an acquisition here takes away the upside some of us have waited for for years. Must have a sky-high price to even consider selling, thinking 90+.
    23.12.2025 · Muokattu
    ·
    23.12.2025 · Muokattu
    ·
    I think these conversations are very positive. I would have been more skeptical if it was BWG that wanted to buy out the rest of the shareholders. BWG is not selling for a low price as they are the largest owner and have very good knowledge of the company. I also don't think there will be a high enough degree of acceptance from remaining shareholders if the bid is too low for them to be able to compulsorily redeem anyone, so then there is also an opportunity to decline the bid. I also see several people writing that such acquisitions are "stolen" for a low price of 20-30% above the market price, but the price for a bid to go through with high enough acceptance has more to do with actual value. Some companies are probably traded at a discount on the stock exchange, but not a large enough discount for giving more than 20-30% above market value to be worth it for the acquirer, and therefore many bids probably end up in that price range. Look at Shelf which was sold not long ago. Here the share was down around 5kr. It rose to about 8.5kr before a bid came in at 14kr per share. Later the bid was increased to 18.5kr per share due to low acceptance. BWG therefore has no reason to accept a bid much lower than actual value, and what is good for BWG is good for us in this case. There are no obvious conflicting interests. If the deal/bid does not materialize, I have in any case gained a bit more confidence in my case that the share has been undervalued.
    24.12.2025
    ·
    24.12.2025
    ·
    Yes, that's a reasonable argument you're making. I've thought along the same lines and also don't think 20-30% reflects the value in any way. I read that Sissner thought anything over 50 kr is "blue sky" and then one wonders how he calculates. I hope BWG will also sell, but one doesn't know if they will become co-owners in the new company. However, I have so far perceived BWG as a very serious shareholder, even towards the minority.
  • 22.12.2025
    ·
    22.12.2025
    ·
    Ok, an exciting day over. Good momentum in the stock and close to 500k shares traded. That says at least one thing: the interest is there, and this is being closely followed now. I also wouldn't be surprised if we are approaching a statement from BWO – and that it might come before the Christmas dinner is served. Whether this ends in a sale remains to be seen. But what we know is that talks have been ongoing for several weeks now. Implicit in that is also a mutual desire/acceptance to achieve something – given the right conditions. That's important to keep in mind. So what now? Well, for my part, I actually topped up a bit extra this morning. Not because I know a bid is coming, but because I believe the underlying case is still strong – with or without a transaction. It has been said before here on the forum, and I'll say it again: BWO is among Oslo Børs' most undervalued companies. A jump of 12–13 % today doesn't change that fact. Book value is still around 70 kr per share. Cash on hand is 20–21 kr per share. The company has long-term contracts, a backlog of several billion USD, visibility well into the 2030s, cash flow largely independent of short-term oil prices, a high dividend payout ratio, and a clear focus on direct returns to shareholders. The dividend is supported by real cash flow, and the debt profile is long and manageable. For me, this is a simple «test yourself» exercise: – Is the cash flow visible and secure? Yes – Am I getting paid while I wait? Yes – Is the valuation low relative to assets and balance sheet? Yes – Is the risk understandable and known? Yes – Is there upside beyond the base case? Yes, repricing / possibly sale When I answer yes to all, it's hard to be negative. And that's precisely why I'm actually quite comfortable with both outcomes: If there's a sale – at the right price – perfectly fine. Then it should compensate for both book values, cash holdings, future dividends, and the repricing many of us have long awaited. If there's no sale – also perfectly fine. Then we are still left with a rock-solid cash flow company that can pay good dividends for many years to come, and which should eventually receive a more deserved valuation in the market. The foundation stands firm regardless. In any case, exciting days ahead – and interesting to see what the company might come up with before Christmas. Merry Christmas everyone 😊
    23.12.2025
    ·
    23.12.2025
    ·
    Unfortunately, most industrial companies are acquired from the stock market at modest premiums of 15 to 20 %. Take for example Rana, pure daylight robbery, and the management and board recommend this. And I don't think you should bet on Sao Promen, he might be rewarded through the back door for selling the company cheaply. But the assets are being stolen out of the hands of us small shareholders.
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

NorwayOslo Børs
Määrä
Osto
700
Myynti
Määrä
379

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
7--
114--
31--
250--
300--
Ylin
45,75
VWAP
-
Alin
44,8
VaihtoMäärä
2,2 48 820
VWAP
-
Ylin
45,75
Alin
44,8
VaihtoMäärä
2,2 48 820

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

Seuraava tapahtuma
2025 Q4 -tulosraportti
26.2.
Menneet tapahtumat
2025 Q3 -tulosraportti14.11.2025
2025 Q2 -tulosraportti28.8.2025
2025 Q1 -tulosraportti2.6.2025
2024 Q4 -tulosraportti27.2.2025
2024 Q3 -tulosraportti15.11.2024
Datan lähde: Quartr, FactSet

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q3 -tulosraportti
52 päivää sitten37 min

Uutiset

AI
Viimeisin
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

Seuraava tapahtuma
2025 Q4 -tulosraportti
26.2.
Menneet tapahtumat
2025 Q3 -tulosraportti14.11.2025
2025 Q2 -tulosraportti28.8.2025
2025 Q1 -tulosraportti2.6.2025
2024 Q4 -tulosraportti27.2.2025
2024 Q3 -tulosraportti15.11.2024
Datan lähde: Quartr, FactSet

Tuotteita joiden kohde-etuutena tämä arvopaperi

0,6361 NOK/osake
Viimeisin osinko
7,74 %Tuotto/v

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    I would think a decision should come soon. Either an agreement on price will be reached, or it won't be.
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    There has been a nice price increase due to the bid rumor. It will be very interesting to see what happens now. As I understand it, BW Group is very well-consolidated, and considering that SBM Offshore trades at almost double p/e multiples on the 2027 forecast and significantly above equity, it's a bit difficult to understand why BW Group would release the company for under around 85-90 kr per share, so if this reasoning were correct, the question is whether the bidder really can/wants to pay that much. Again, pure speculation and difficult to know how the reasoning goes and what the potential deal contains.
    17 t sitten
    ·
    17 t sitten
    ·
    No, I also mean it's hard to understand. But I could have sold now, but I think bid or not, BW Offshore is worth more, significantly more than today's price.
  • 23.12.2025
    ·
    23.12.2025
    ·
    Just to look forward to the news hitting the table soon…
    30.12.2025
    ·
    30.12.2025
    ·
    Haven't dug myself, but does anyone know how much Carlyle owns already? BW group probably has the clearly largest ownership stake here, but not over 70%??? So it won't be straightforward to buy the whole shop anyway, without me being an M&A expert… BW group itself tried to buy out us small shareholders about 2 years ago, it probably hasn't been a great journey since then (except perhaps just recently) so why would BW now want to sell? As was commented above here, it would have been interesting to know what BW group thinks
    30.12.2025
    ·
    30.12.2025
    ·
    Had to check, so to answer my own question 🫣 - BW group had 49,9% of the shares in the report I found. Don't see Carlyle on the top 20, but a lot can have happened since then. So if Carlyle buys BW group's entire stake, there's still a way to go to be able to compulsorily redeem the rest.
  • 23.12.2025
    ·
    23.12.2025
    ·
    Strong momentum after yesterday's gain The BW Offshore share has already had a significant positive price reaction today, with a price increase of over 13 % and solid volume on the Oslo Stock Exchange – which often leads to further buying pressure and positive energy in the market.  🔹 Technical setup still looks strong With a clear break above important resistance levels and high volume activity, technical indicators still signal buying interest for BWO today. This makes more traders want to position themselves in the stock. (based on recent technical analysis) ⸻ In summary: There is a strong combination of fundamental and market-driven factors that point towards further upside today: acquisition rumors with a possible premium, a confirmed strategic review process, strong momentum in the price, and an energy market in positive movement. That gives every good reason to be optimistic for the BW Offshore share right now!
  • 22.12.2025
    ·
    22.12.2025
    ·
    This is absolutely terrible news, I don't understand why so many here are so positive. BW Offshore is a gold mine, an acquisition here takes away the upside some of us have waited for for years. Must have a sky-high price to even consider selling, thinking 90+.
    23.12.2025 · Muokattu
    ·
    23.12.2025 · Muokattu
    ·
    I think these conversations are very positive. I would have been more skeptical if it was BWG that wanted to buy out the rest of the shareholders. BWG is not selling for a low price as they are the largest owner and have very good knowledge of the company. I also don't think there will be a high enough degree of acceptance from remaining shareholders if the bid is too low for them to be able to compulsorily redeem anyone, so then there is also an opportunity to decline the bid. I also see several people writing that such acquisitions are "stolen" for a low price of 20-30% above the market price, but the price for a bid to go through with high enough acceptance has more to do with actual value. Some companies are probably traded at a discount on the stock exchange, but not a large enough discount for giving more than 20-30% above market value to be worth it for the acquirer, and therefore many bids probably end up in that price range. Look at Shelf which was sold not long ago. Here the share was down around 5kr. It rose to about 8.5kr before a bid came in at 14kr per share. Later the bid was increased to 18.5kr per share due to low acceptance. BWG therefore has no reason to accept a bid much lower than actual value, and what is good for BWG is good for us in this case. There are no obvious conflicting interests. If the deal/bid does not materialize, I have in any case gained a bit more confidence in my case that the share has been undervalued.
    24.12.2025
    ·
    24.12.2025
    ·
    Yes, that's a reasonable argument you're making. I've thought along the same lines and also don't think 20-30% reflects the value in any way. I read that Sissner thought anything over 50 kr is "blue sky" and then one wonders how he calculates. I hope BWG will also sell, but one doesn't know if they will become co-owners in the new company. However, I have so far perceived BWG as a very serious shareholder, even towards the minority.
  • 22.12.2025
    ·
    22.12.2025
    ·
    Ok, an exciting day over. Good momentum in the stock and close to 500k shares traded. That says at least one thing: the interest is there, and this is being closely followed now. I also wouldn't be surprised if we are approaching a statement from BWO – and that it might come before the Christmas dinner is served. Whether this ends in a sale remains to be seen. But what we know is that talks have been ongoing for several weeks now. Implicit in that is also a mutual desire/acceptance to achieve something – given the right conditions. That's important to keep in mind. So what now? Well, for my part, I actually topped up a bit extra this morning. Not because I know a bid is coming, but because I believe the underlying case is still strong – with or without a transaction. It has been said before here on the forum, and I'll say it again: BWO is among Oslo Børs' most undervalued companies. A jump of 12–13 % today doesn't change that fact. Book value is still around 70 kr per share. Cash on hand is 20–21 kr per share. The company has long-term contracts, a backlog of several billion USD, visibility well into the 2030s, cash flow largely independent of short-term oil prices, a high dividend payout ratio, and a clear focus on direct returns to shareholders. The dividend is supported by real cash flow, and the debt profile is long and manageable. For me, this is a simple «test yourself» exercise: – Is the cash flow visible and secure? Yes – Am I getting paid while I wait? Yes – Is the valuation low relative to assets and balance sheet? Yes – Is the risk understandable and known? Yes – Is there upside beyond the base case? Yes, repricing / possibly sale When I answer yes to all, it's hard to be negative. And that's precisely why I'm actually quite comfortable with both outcomes: If there's a sale – at the right price – perfectly fine. Then it should compensate for both book values, cash holdings, future dividends, and the repricing many of us have long awaited. If there's no sale – also perfectly fine. Then we are still left with a rock-solid cash flow company that can pay good dividends for many years to come, and which should eventually receive a more deserved valuation in the market. The foundation stands firm regardless. In any case, exciting days ahead – and interesting to see what the company might come up with before Christmas. Merry Christmas everyone 😊
    23.12.2025
    ·
    23.12.2025
    ·
    Unfortunately, most industrial companies are acquired from the stock market at modest premiums of 15 to 20 %. Take for example Rana, pure daylight robbery, and the management and board recommend this. And I don't think you should bet on Sao Promen, he might be rewarded through the back door for selling the company cheaply. But the assets are being stolen out of the hands of us small shareholders.
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

NorwayOslo Børs
Määrä
Osto
700
Myynti
Määrä
379

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
7--
114--
31--
250--
300--
Ylin
45,75
VWAP
-
Alin
44,8
VaihtoMäärä
2,2 48 820
VWAP
-
Ylin
45,75
Alin
44,8
VaihtoMäärä
2,2 48 820

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