Q3-osavuosiraportti
10 päivää sitten‧37 min
0,6361 NOK/osake
Viimeisin osinko
10,03 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
4 500
Myynti
Määrä
269
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 685 | - | - | ||
| 1 232 | - | - | ||
| 439 | - | - | ||
| 21 | - | - | ||
| 125 | - | - |
Ylin
36,9VWAP
Alin
34,6VaihtoMäärä
6,5 182 375
VWAP
Ylin
36,9Alin
34,6VaihtoMäärä
6,5 182 375
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 27.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 14.11. | |
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q1-osavuosiraportti | 2.6. | |
| 2024 Yhtiökokous | 28.5. | |
| 2024 Q4-osavuosiraportti | 27.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenAccording to a report from The Australian, a fault has occurred in the seawater cooling system on the BW Opal FPSO, which has led to a temporary halt in production.  • Repairs are nearing completion, but the halt could threaten Santos’ goal of delivering the first LNG cargo by the end of the year / in Q4 2025.
·5 t sittenA bit lively today, continues up tomorrow 👍
·4 t sittenYes, momentum at the end of the day. Some slightly hungry buyers.- ·3 päivää sittenIn the uncertain times we live in: How low can it go? I know the answer is "0", but we can at least keep it within the realistic: The present value of FCF from Opal is somewhere between 250-300 MUSD depending on the discount rate. The present value of net cash is 175 MUSD The present value of the rest of the fleet is 400 MUSD (book value 600 - debt 200) The present value of the residual value of Opal is 100 MUSD to put a number on it. The total is 925-975 MUSD. This is an extremely simplified liquidation value of everything. Future earnings potential on Assets is not included at all. I think today's valuation of 625 MUSD is quite low. Considering that the direct yield is 10-12 % and is likely to continue this way going forward, today's valuation does not become any more understandable.
18.11.18.11.
·17.11. · MuokattuIt surprises me that not more people are reacting to what was said in Friday's webcast. They state directly there that EBitDA will increase sharply in 2026. Opal will contribute 260 mill USD alone, and Cather and Adolo with 160 and 60 respectively. A total of 480 million USD. A sharp increase from 250 million USD in 2025. I think the dividends will rise accordingly, and the share price must eventually start to follow. I'm betting my money on that happening.·17.11.A couple of months ago, I attempted a calculation of EBT from Opal at the start. In this - which clearly can be based on incorrect premises - I end up with an accounting loss at the start. This is because I assume that interest expenses going forward will be expensed: "Finance costs related to Opal I expect to amount to around -111m p/a at the start, based on outstanding 1.408m per Q2 and 7.87% «implicit interest rate» as shown in the annual report. It may well be that IFRS 9 / 16 has some impact on the calculations that I do not understand, but with a normal loan, I believe the cost - which is probably expensed from the start - should be at that level. EBITDA of around 260m I will clearly assume contains the non-cash portion of revenues. In terms of results, I can imagine that we will initially incur a book loss from Opal, (260m EBITDA - 160m depreciation - 111m interest) = -11m." If this were to be true, it does not in itself mean that it is a bad investment by BWO, as EBT says nothing about cash flow, which is after all calculated to be positive. For the dividend, however, this is not particularly good - if it is true. I hope I have made a mistake in the calculation myself, so EBT will be positive, but I cannot remember having seen any alternative calculations down to EBT.
·18.11.It could also be 1,87 + margin 2,25 = 4,12. % When I calculate it, it could be fairly accurate if one calculates with the lowest range for EBITDA for BW Opal.
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 ja analyysit
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.
Q3-osavuosiraportti
10 päivää sitten‧37 min
0,6361 NOK/osake
Viimeisin osinko
10,03 %Tuotto/v
Uutiset ja analyysit
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 sittenAccording to a report from The Australian, a fault has occurred in the seawater cooling system on the BW Opal FPSO, which has led to a temporary halt in production.  • Repairs are nearing completion, but the halt could threaten Santos’ goal of delivering the first LNG cargo by the end of the year / in Q4 2025.·5 t sittenA bit lively today, continues up tomorrow 👍·4 t sittenYes, momentum at the end of the day. Some slightly hungry buyers.
- ·3 päivää sittenIn the uncertain times we live in: How low can it go? I know the answer is "0", but we can at least keep it within the realistic: The present value of FCF from Opal is somewhere between 250-300 MUSD depending on the discount rate. The present value of net cash is 175 MUSD The present value of the rest of the fleet is 400 MUSD (book value 600 - debt 200) The present value of the residual value of Opal is 100 MUSD to put a number on it. The total is 925-975 MUSD. This is an extremely simplified liquidation value of everything. Future earnings potential on Assets is not included at all. I think today's valuation of 625 MUSD is quite low. Considering that the direct yield is 10-12 % and is likely to continue this way going forward, today's valuation does not become any more understandable.
- 18.11.18.11.
- ·17.11. · MuokattuIt surprises me that not more people are reacting to what was said in Friday's webcast. They state directly there that EBitDA will increase sharply in 2026. Opal will contribute 260 mill USD alone, and Cather and Adolo with 160 and 60 respectively. A total of 480 million USD. A sharp increase from 250 million USD in 2025. I think the dividends will rise accordingly, and the share price must eventually start to follow. I'm betting my money on that happening.·17.11.A couple of months ago, I attempted a calculation of EBT from Opal at the start. In this - which clearly can be based on incorrect premises - I end up with an accounting loss at the start. This is because I assume that interest expenses going forward will be expensed: "Finance costs related to Opal I expect to amount to around -111m p/a at the start, based on outstanding 1.408m per Q2 and 7.87% «implicit interest rate» as shown in the annual report. It may well be that IFRS 9 / 16 has some impact on the calculations that I do not understand, but with a normal loan, I believe the cost - which is probably expensed from the start - should be at that level. EBITDA of around 260m I will clearly assume contains the non-cash portion of revenues. In terms of results, I can imagine that we will initially incur a book loss from Opal, (260m EBITDA - 160m depreciation - 111m interest) = -11m." If this were to be true, it does not in itself mean that it is a bad investment by BWO, as EBT says nothing about cash flow, which is after all calculated to be positive. For the dividend, however, this is not particularly good - if it is true. I hope I have made a mistake in the calculation myself, so EBT will be positive, but I cannot remember having seen any alternative calculations down to EBT.·18.11.It could also be 1,87 + margin 2,25 = 4,12. % When I calculate it, it could be fairly accurate if one calculates with the lowest range for EBITDA for BW Opal.
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
4 500
Myynti
Määrä
269
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 685 | - | - | ||
| 1 232 | - | - | ||
| 439 | - | - | ||
| 21 | - | - | ||
| 125 | - | - |
Ylin
36,9VWAP
Alin
34,6VaihtoMäärä
6,5 182 375
VWAP
Ylin
36,9Alin
34,6VaihtoMäärä
6,5 182 375
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 27.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 14.11. | |
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q1-osavuosiraportti | 2.6. | |
| 2024 Yhtiökokous | 28.5. | |
| 2024 Q4-osavuosiraportti | 27.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
10 päivää sitten‧37 min
Uutiset ja analyysit
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-osavuosiraportti | 27.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 14.11. | |
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q1-osavuosiraportti | 2.6. | |
| 2024 Yhtiökokous | 28.5. | |
| 2024 Q4-osavuosiraportti | 27.2. |
Datan lähde: Millistream, Quartr
0,6361 NOK/osake
Viimeisin osinko
10,03 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenAccording to a report from The Australian, a fault has occurred in the seawater cooling system on the BW Opal FPSO, which has led to a temporary halt in production.  • Repairs are nearing completion, but the halt could threaten Santos’ goal of delivering the first LNG cargo by the end of the year / in Q4 2025.·5 t sittenA bit lively today, continues up tomorrow 👍·4 t sittenYes, momentum at the end of the day. Some slightly hungry buyers.
- ·3 päivää sittenIn the uncertain times we live in: How low can it go? I know the answer is "0", but we can at least keep it within the realistic: The present value of FCF from Opal is somewhere between 250-300 MUSD depending on the discount rate. The present value of net cash is 175 MUSD The present value of the rest of the fleet is 400 MUSD (book value 600 - debt 200) The present value of the residual value of Opal is 100 MUSD to put a number on it. The total is 925-975 MUSD. This is an extremely simplified liquidation value of everything. Future earnings potential on Assets is not included at all. I think today's valuation of 625 MUSD is quite low. Considering that the direct yield is 10-12 % and is likely to continue this way going forward, today's valuation does not become any more understandable.
- 18.11.18.11.
- ·17.11. · MuokattuIt surprises me that not more people are reacting to what was said in Friday's webcast. They state directly there that EBitDA will increase sharply in 2026. Opal will contribute 260 mill USD alone, and Cather and Adolo with 160 and 60 respectively. A total of 480 million USD. A sharp increase from 250 million USD in 2025. I think the dividends will rise accordingly, and the share price must eventually start to follow. I'm betting my money on that happening.·17.11.A couple of months ago, I attempted a calculation of EBT from Opal at the start. In this - which clearly can be based on incorrect premises - I end up with an accounting loss at the start. This is because I assume that interest expenses going forward will be expensed: "Finance costs related to Opal I expect to amount to around -111m p/a at the start, based on outstanding 1.408m per Q2 and 7.87% «implicit interest rate» as shown in the annual report. It may well be that IFRS 9 / 16 has some impact on the calculations that I do not understand, but with a normal loan, I believe the cost - which is probably expensed from the start - should be at that level. EBITDA of around 260m I will clearly assume contains the non-cash portion of revenues. In terms of results, I can imagine that we will initially incur a book loss from Opal, (260m EBITDA - 160m depreciation - 111m interest) = -11m." If this were to be true, it does not in itself mean that it is a bad investment by BWO, as EBT says nothing about cash flow, which is after all calculated to be positive. For the dividend, however, this is not particularly good - if it is true. I hope I have made a mistake in the calculation myself, so EBT will be positive, but I cannot remember having seen any alternative calculations down to EBT.·18.11.It could also be 1,87 + margin 2,25 = 4,12. % When I calculate it, it could be fairly accurate if one calculates with the lowest range for EBITDA for BW Opal.
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
4 500
Myynti
Määrä
269
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 685 | - | - | ||
| 1 232 | - | - | ||
| 439 | - | - | ||
| 21 | - | - | ||
| 125 | - | - |
Ylin
36,9VWAP
Alin
34,6VaihtoMäärä
6,5 182 375
VWAP
Ylin
36,9Alin
34,6VaihtoMäärä
6,5 182 375
Välittäjätilasto
Dataa ei löytynyt