Q3-osavuosiraportti
UUTTA
3 päivää sitten‧37 min
0,6306 NOK/osake
Irtoamispäivä 19.11.
9,71 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
9 500
Myynti
Määrä
663
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 664 | - | - | ||
| 2 394 | - | - | ||
| 226 | - | - | ||
| 395 | - | - | ||
| 342 | - | - |
Ylin
37,5VWAP
Alin
34,95VaihtoMäärä
6,7 179 497
VWAP
Ylin
37,5Alin
34,95VaihtoMäärä
6,7 179 497
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
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·12 t sitten · 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.
·4 t sittenA 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.- ·12 t sitten · MuokattuTo look a bit into the crystal ball, i.e., as far as Q4... As I can understand it from the guidance, the net result for Q4 will end up in the area of 35 MUSD. This gives a net annual result for 2025 of 165 MUSD. This will in turn mean an annual result of approximately 0,9 USD per share. The dividend for Q4 will in that case be: 0,2625 per share. 50 % of the net result can be distributed, i.e., 0,45 USD. 0,45 - (0,0625 x3) = 0,2675. With today's dollar exchange rate, that amounts to a dividend of 2,7 NOK per share for Q4.·3 t sittenIf I remember correctly, Ståle (or was it Marco) said that they expect results in line with Q3 in Q4. It seems you're landing a bit high, so I would assume that you have based it on earnings before tax. EPS per Q3 YTD is $0.61, if we guess an additional $0.13 as per Q3, the total will be $0.74. This gives ($0.74x0.5 - 3x$0.0625) around $0.18 in Q4 dividend.
·3 päivää sittenDid anyone notice that coventants on rcf have been changed from 50% to 100% of net income? There's probably still the old covenant on the bond, but it shouldn't be problematic to repay the bond. Given approx 150m net income in 2025, it will be exciting to see where the dividend in 4q lands (150/212-.0625*3)*10 = approx 5 kr/share potential if they pay out everything..
·3 päivää sittenFigured it out Ameobi. See there were limitations both on the RCF that was refinanced + other loans. I don't think BWO has anything to threaten lenders with unfortunately. If they break loan covenants, they will just be punished in some way. It probably doesn't matter who has "morality" on their side, BWO will face consequences + bad reputation. (Bad reputation = less access to capital and more expensive capital, not something Ståle Andreassen will agree to).·3 päivää sittenTrue, I generally don't like dividend policy based on net income; one ends up with individual costs and theoretical costs in the accounts that unnecessarily lower dividends. I prefer when management has free covenants and free policy and uses common sense.
·3 päivää sittenI thought perhaps the start-up of Barossa would yield higher revenues already in Q3, but I see there is a ramp-up plan where 100% of the rate is expected during Q1-26.
·3 päivää sittenYes, one might think so, but I don't think it plays such a big role for the case. I didn't understand the initial decline and bought a bit more. Infrastructure company with a large net cash position and stable cash flows going forward as I see it.
·13.11.I must honestly admit that I haven't followed this collaboration very closely. It appears somewhat as news. What is your assessment? Perhaps something more will come tomorrow. https://lattice-international.com/bw-offshore-and-lattice-international-as-join-forces-to-advance-fsiu-solutions-for-large-scale-lco₂-handling/
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
UUTTA
3 päivää sitten‧37 min
0,6306 NOK/osake
Irtoamispäivä 19.11.
9,71 %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.
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Kirjaudu
- ·12 t sitten · 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.·4 t sittenA 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.
- ·12 t sitten · MuokattuTo look a bit into the crystal ball, i.e., as far as Q4... As I can understand it from the guidance, the net result for Q4 will end up in the area of 35 MUSD. This gives a net annual result for 2025 of 165 MUSD. This will in turn mean an annual result of approximately 0,9 USD per share. The dividend for Q4 will in that case be: 0,2625 per share. 50 % of the net result can be distributed, i.e., 0,45 USD. 0,45 - (0,0625 x3) = 0,2675. With today's dollar exchange rate, that amounts to a dividend of 2,7 NOK per share for Q4.·3 t sittenIf I remember correctly, Ståle (or was it Marco) said that they expect results in line with Q3 in Q4. It seems you're landing a bit high, so I would assume that you have based it on earnings before tax. EPS per Q3 YTD is $0.61, if we guess an additional $0.13 as per Q3, the total will be $0.74. This gives ($0.74x0.5 - 3x$0.0625) around $0.18 in Q4 dividend.
- ·3 päivää sittenDid anyone notice that coventants on rcf have been changed from 50% to 100% of net income? There's probably still the old covenant on the bond, but it shouldn't be problematic to repay the bond. Given approx 150m net income in 2025, it will be exciting to see where the dividend in 4q lands (150/212-.0625*3)*10 = approx 5 kr/share potential if they pay out everything..·3 päivää sittenFigured it out Ameobi. See there were limitations both on the RCF that was refinanced + other loans. I don't think BWO has anything to threaten lenders with unfortunately. If they break loan covenants, they will just be punished in some way. It probably doesn't matter who has "morality" on their side, BWO will face consequences + bad reputation. (Bad reputation = less access to capital and more expensive capital, not something Ståle Andreassen will agree to).·3 päivää sittenTrue, I generally don't like dividend policy based on net income; one ends up with individual costs and theoretical costs in the accounts that unnecessarily lower dividends. I prefer when management has free covenants and free policy and uses common sense.
- ·3 päivää sittenI thought perhaps the start-up of Barossa would yield higher revenues already in Q3, but I see there is a ramp-up plan where 100% of the rate is expected during Q1-26.·3 päivää sittenYes, one might think so, but I don't think it plays such a big role for the case. I didn't understand the initial decline and bought a bit more. Infrastructure company with a large net cash position and stable cash flows going forward as I see it.
- ·13.11.I must honestly admit that I haven't followed this collaboration very closely. It appears somewhat as news. What is your assessment? Perhaps something more will come tomorrow. https://lattice-international.com/bw-offshore-and-lattice-international-as-join-forces-to-advance-fsiu-solutions-for-large-scale-lco₂-handling/
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
9 500
Myynti
Määrä
663
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 664 | - | - | ||
| 2 394 | - | - | ||
| 226 | - | - | ||
| 395 | - | - | ||
| 342 | - | - |
Ylin
37,5VWAP
Alin
34,95VaihtoMäärä
6,7 179 497
VWAP
Ylin
37,5Alin
34,95VaihtoMäärä
6,7 179 497
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
UUTTA
3 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
0,6306 NOK/osake
Irtoamispäivä 19.11.
9,71 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·12 t sitten · 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.·4 t sittenA 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.
- ·12 t sitten · MuokattuTo look a bit into the crystal ball, i.e., as far as Q4... As I can understand it from the guidance, the net result for Q4 will end up in the area of 35 MUSD. This gives a net annual result for 2025 of 165 MUSD. This will in turn mean an annual result of approximately 0,9 USD per share. The dividend for Q4 will in that case be: 0,2625 per share. 50 % of the net result can be distributed, i.e., 0,45 USD. 0,45 - (0,0625 x3) = 0,2675. With today's dollar exchange rate, that amounts to a dividend of 2,7 NOK per share for Q4.·3 t sittenIf I remember correctly, Ståle (or was it Marco) said that they expect results in line with Q3 in Q4. It seems you're landing a bit high, so I would assume that you have based it on earnings before tax. EPS per Q3 YTD is $0.61, if we guess an additional $0.13 as per Q3, the total will be $0.74. This gives ($0.74x0.5 - 3x$0.0625) around $0.18 in Q4 dividend.
- ·3 päivää sittenDid anyone notice that coventants on rcf have been changed from 50% to 100% of net income? There's probably still the old covenant on the bond, but it shouldn't be problematic to repay the bond. Given approx 150m net income in 2025, it will be exciting to see where the dividend in 4q lands (150/212-.0625*3)*10 = approx 5 kr/share potential if they pay out everything..·3 päivää sittenFigured it out Ameobi. See there were limitations both on the RCF that was refinanced + other loans. I don't think BWO has anything to threaten lenders with unfortunately. If they break loan covenants, they will just be punished in some way. It probably doesn't matter who has "morality" on their side, BWO will face consequences + bad reputation. (Bad reputation = less access to capital and more expensive capital, not something Ståle Andreassen will agree to).·3 päivää sittenTrue, I generally don't like dividend policy based on net income; one ends up with individual costs and theoretical costs in the accounts that unnecessarily lower dividends. I prefer when management has free covenants and free policy and uses common sense.
- ·3 päivää sittenI thought perhaps the start-up of Barossa would yield higher revenues already in Q3, but I see there is a ramp-up plan where 100% of the rate is expected during Q1-26.·3 päivää sittenYes, one might think so, but I don't think it plays such a big role for the case. I didn't understand the initial decline and bought a bit more. Infrastructure company with a large net cash position and stable cash flows going forward as I see it.
- ·13.11.I must honestly admit that I haven't followed this collaboration very closely. It appears somewhat as news. What is your assessment? Perhaps something more will come tomorrow. https://lattice-international.com/bw-offshore-and-lattice-international-as-join-forces-to-advance-fsiu-solutions-for-large-scale-lco₂-handling/
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
9 500
Myynti
Määrä
663
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 664 | - | - | ||
| 2 394 | - | - | ||
| 226 | - | - | ||
| 395 | - | - | ||
| 342 | - | - |
Ylin
37,5VWAP
Alin
34,95VaihtoMäärä
6,7 179 497
VWAP
Ylin
37,5Alin
34,95VaihtoMäärä
6,7 179 497
Välittäjätilasto
Dataa ei löytynyt