2025 Q3 -tulosraportti
41 päivää sitten0,6361 NOK/osake
Viimeisin osinko
7,78 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
900
Myynti
Määrä
350
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
44,4VWAP
Alin
43,35VaihtoMäärä
6,7 154 553
VWAP
Ylin
44,4Alin
43,35VaihtoMäärä
6,7 154 553
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 28.8. | |
| 2025 Q1 -tulosraportti | 2.6. | |
| 2024 Q4 -tulosraportti | 27.2. | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Datan lähde: FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenJust to look forward to the news hitting the table soon…
·1 päivä sittenStrong 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!
·2 päivää sittenThis 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+.
·1 päivä sitten · MuokattuI 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.
·1 päivä sittenYes, 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.
·2 päivää sittenOk, 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 😊
·2 päivää sittenUnfortunately, 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.- ·2 päivää sittenThe main factors that can drive BW Offshore (BWO) share price upwards going forward (both short and long term), based on modern market signals and available data: 📈 1) Strategic review / acquisition opportunities BW Offshore has confirmed that they are conducting a strategic review of possible alternatives and has engaged Pareto Securities for this (e.g., in response to market rumors). Such processes indicate that all possibilities — including bids or structural changes — are being considered, and it has already had a positive share price reaction in the market.  📌 Why it can boost the share price: • Acquisition bids often come with premiums over the current share price, and there have already been rumors of interest from players like Carlyle Group.  • The market often prices shares higher when a strategic review indicates opportunities beyond the status quo. 🛢️ 2) Strong contract backlog and operations BW Offshore has a significant backlog of future contracts and operations, which makes earnings more predictable. As of Q3 2025, the «firm + probable backlog» was approximately USD 2.1 billion, which contributes to stable future cash flow.  📌 Why it matters: • A solid contract portfolio gives investors confidence in the continuity of earnings and dividends, and supports the share price in times of market volatility. 🛠️ 3) Dividend and dividend yield BW Offshore has historically paid quarterly dividends, with a high dividend yield compared to many other Norwegian stocks. This attracts long-term investors seeking ongoing returns.  📌 Why it can provide upside: • Stable dividends make the stock attractive for yield-oriented portfolios, especially in an uncertain interest rate market. • Stocks with attractive dividend yields are often traded at higher multiples if investors seek «income stream» rather than growth alone. 🛳️ 4) Industry structure and proprietary expertise BW Offshore has long experience with FPSO vessels and operations, which provides competitive advantages in the offshore market.  📌 Why this matters for the share price: • If the construction of new FPSO units becomes more expensive, the value of operational FPSOs increases — and thus the company's fleet. • Fewer new players and a strong competitive advantage can lead to better margins and contract terms. 🛢️ 5) Macro and oil price sentiment BW Offshore's share price is indirectly affected by oil price levels and energy activity in general. Even though the company operates with leasing/operation of FPSO vessels and not direct oil production, the oil price affects contract terms and investments in offshore projects. In periods of high oil prices, investors tend to price energy-related stocks higher. SUMMARY: Potential “bullish” drivers for BW Offshore include: 1. Strategic review/acquisition opportunities with a premium for shareholders. 2. Strong contract backlog and good backlog providing predictable income. 3. Stable quarterly dividends attracting yield-oriented investors. 4. Specialized expertise in the FPSO market with high entry barriers for competitors. 5. Improved macroeconomics and oil price development can lift energy stocks in general.
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
41 päivää sitten0,6361 NOK/osake
Viimeisin osinko
7,78 %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 sittenJust to look forward to the news hitting the table soon…
- ·1 päivä sittenStrong 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!
- ·2 päivää sittenThis 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+.·1 päivä sitten · MuokattuI 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.·1 päivä sittenYes, 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.
- ·2 päivää sittenOk, 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 😊·2 päivää sittenUnfortunately, 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.
- ·2 päivää sittenThe main factors that can drive BW Offshore (BWO) share price upwards going forward (both short and long term), based on modern market signals and available data: 📈 1) Strategic review / acquisition opportunities BW Offshore has confirmed that they are conducting a strategic review of possible alternatives and has engaged Pareto Securities for this (e.g., in response to market rumors). Such processes indicate that all possibilities — including bids or structural changes — are being considered, and it has already had a positive share price reaction in the market.  📌 Why it can boost the share price: • Acquisition bids often come with premiums over the current share price, and there have already been rumors of interest from players like Carlyle Group.  • The market often prices shares higher when a strategic review indicates opportunities beyond the status quo. 🛢️ 2) Strong contract backlog and operations BW Offshore has a significant backlog of future contracts and operations, which makes earnings more predictable. As of Q3 2025, the «firm + probable backlog» was approximately USD 2.1 billion, which contributes to stable future cash flow.  📌 Why it matters: • A solid contract portfolio gives investors confidence in the continuity of earnings and dividends, and supports the share price in times of market volatility. 🛠️ 3) Dividend and dividend yield BW Offshore has historically paid quarterly dividends, with a high dividend yield compared to many other Norwegian stocks. This attracts long-term investors seeking ongoing returns.  📌 Why it can provide upside: • Stable dividends make the stock attractive for yield-oriented portfolios, especially in an uncertain interest rate market. • Stocks with attractive dividend yields are often traded at higher multiples if investors seek «income stream» rather than growth alone. 🛳️ 4) Industry structure and proprietary expertise BW Offshore has long experience with FPSO vessels and operations, which provides competitive advantages in the offshore market.  📌 Why this matters for the share price: • If the construction of new FPSO units becomes more expensive, the value of operational FPSOs increases — and thus the company's fleet. • Fewer new players and a strong competitive advantage can lead to better margins and contract terms. 🛢️ 5) Macro and oil price sentiment BW Offshore's share price is indirectly affected by oil price levels and energy activity in general. Even though the company operates with leasing/operation of FPSO vessels and not direct oil production, the oil price affects contract terms and investments in offshore projects. In periods of high oil prices, investors tend to price energy-related stocks higher. SUMMARY: Potential “bullish” drivers for BW Offshore include: 1. Strategic review/acquisition opportunities with a premium for shareholders. 2. Strong contract backlog and good backlog providing predictable income. 3. Stable quarterly dividends attracting yield-oriented investors. 4. Specialized expertise in the FPSO market with high entry barriers for competitors. 5. Improved macroeconomics and oil price development can lift energy stocks in general.
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
900
Myynti
Määrä
350
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
44,4VWAP
Alin
43,35VaihtoMäärä
6,7 154 553
VWAP
Ylin
44,4Alin
43,35VaihtoMäärä
6,7 154 553
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 28.8. | |
| 2025 Q1 -tulosraportti | 2.6. | |
| 2024 Q4 -tulosraportti | 27.2. | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Datan lähde: FactSet
2025 Q3 -tulosraportti
41 päivää sittenUutiset
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 | 26.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 14.11. | |
| 2025 Q2 -tulosraportti | 28.8. | |
| 2025 Q1 -tulosraportti | 2.6. | |
| 2024 Q4 -tulosraportti | 27.2. | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Datan lähde: FactSet
0,6361 NOK/osake
Viimeisin osinko
7,78 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenJust to look forward to the news hitting the table soon…
- ·1 päivä sittenStrong 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!
- ·2 päivää sittenThis 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+.·1 päivä sitten · MuokattuI 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.·1 päivä sittenYes, 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.
- ·2 päivää sittenOk, 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 😊·2 päivää sittenUnfortunately, 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.
- ·2 päivää sittenThe main factors that can drive BW Offshore (BWO) share price upwards going forward (both short and long term), based on modern market signals and available data: 📈 1) Strategic review / acquisition opportunities BW Offshore has confirmed that they are conducting a strategic review of possible alternatives and has engaged Pareto Securities for this (e.g., in response to market rumors). Such processes indicate that all possibilities — including bids or structural changes — are being considered, and it has already had a positive share price reaction in the market.  📌 Why it can boost the share price: • Acquisition bids often come with premiums over the current share price, and there have already been rumors of interest from players like Carlyle Group.  • The market often prices shares higher when a strategic review indicates opportunities beyond the status quo. 🛢️ 2) Strong contract backlog and operations BW Offshore has a significant backlog of future contracts and operations, which makes earnings more predictable. As of Q3 2025, the «firm + probable backlog» was approximately USD 2.1 billion, which contributes to stable future cash flow.  📌 Why it matters: • A solid contract portfolio gives investors confidence in the continuity of earnings and dividends, and supports the share price in times of market volatility. 🛠️ 3) Dividend and dividend yield BW Offshore has historically paid quarterly dividends, with a high dividend yield compared to many other Norwegian stocks. This attracts long-term investors seeking ongoing returns.  📌 Why it can provide upside: • Stable dividends make the stock attractive for yield-oriented portfolios, especially in an uncertain interest rate market. • Stocks with attractive dividend yields are often traded at higher multiples if investors seek «income stream» rather than growth alone. 🛳️ 4) Industry structure and proprietary expertise BW Offshore has long experience with FPSO vessels and operations, which provides competitive advantages in the offshore market.  📌 Why this matters for the share price: • If the construction of new FPSO units becomes more expensive, the value of operational FPSOs increases — and thus the company's fleet. • Fewer new players and a strong competitive advantage can lead to better margins and contract terms. 🛢️ 5) Macro and oil price sentiment BW Offshore's share price is indirectly affected by oil price levels and energy activity in general. Even though the company operates with leasing/operation of FPSO vessels and not direct oil production, the oil price affects contract terms and investments in offshore projects. In periods of high oil prices, investors tend to price energy-related stocks higher. SUMMARY: Potential “bullish” drivers for BW Offshore include: 1. Strategic review/acquisition opportunities with a premium for shareholders. 2. Strong contract backlog and good backlog providing predictable income. 3. Stable quarterly dividends attracting yield-oriented investors. 4. Specialized expertise in the FPSO market with high entry barriers for competitors. 5. Improved macroeconomics and oil price development can lift energy stocks in general.
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
900
Myynti
Määrä
350
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
44,4VWAP
Alin
43,35VaihtoMäärä
6,7 154 553
VWAP
Ylin
44,4Alin
43,35VaihtoMäärä
6,7 154 553
Välittäjätilasto
Dataa ei löytynyt