2026 Q2 -tulosraportti
UUTTA
Tänään
‧30 min
0,5779 NOK/osake
Viimeisin osinko
7,94%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 24.8. | ||
2026 Q1 -tulosraportti 18.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sittenIt states in the Q2 report that: BW Offshore announced a strategic review on 5 December 2025. The strategic review is ongoing with interested parties conducting due diligence, but timeline is impacted by the revised Practical Completion of BW Opal. Has it been written previously that one is at the stage of Due Diligence? This probably means that one must have discussed price, right?
I find it a bit strange that depreciation expense was taken now due to the delay of PC and that revenues are received that are not booked in the P&L but directly against the balance sheet, but the depreciation went through the P&L. I understand that accounting rules are like that, but the net effect is practically much smaller as I understood it. Also positive that Marco mentioned that BW Catcher is relevant for redeployment and that due diligence is ongoing from interested parties.
·7 t sittenDownturn became gift package with accumulation at 38.65:-)
- ·9 t sitten · MuokattuQ2 report out, not particularly pleasant reading after a quick review: https://newsweb.oslobors.no/message/680536 My main takeaways are: 1. Practical completion postponed until Q2 2027! - strategic review extended 2. Large write-down on Opal. Does not affect cash, but probably means that this year's dividend will likely be limited to the minimum 3. Increased investments of around $65m expected. Admittedly expected to be covered as a result of the delayed start of the 15-year contract, but still not particularly favorable as I had expected some profit even before the 15 years start running All in all clearly negative as I see it, so I guess we'll go quite a bit south today.
The lead times on this project are outrageous. They started the project in 2020. Topside integration finished late in 2024. The vessel actually "finished" February last year 2025 with sailaway in May. First gas in September 2025. So, full production won't be until next year. But is there really anyone else who manages it better? Seems like an industry problem. In that sense, BWO is punished too harshly here. - ·3 päivää sitten · MuokattuSantos with H1 report published yesterday: https://www.santos.com/news/2026-half-year-results/ Among other things, one can read there "Barossa is safely progressing through commissioning to steady state production, with current production around 550 mmscf/d and planned to increase further to around 600 mmscf/d by end of the quarter". Compared to 97% that was mentioned in the Q2 report, I believe 97% was measured against a temporary production target, while 600 is the final production target. This therefore does not mean that they have lost production during the past month. Regarding Practical Completion, which we on the BWO side are waiting for. My understanding is that this in all likelihood will come before Opal reaches nameplate production. So it probably indicates that the plan is that we have a maximum of one more month of waiting until 100% rates are achieved.And as I interpreted the Q1 presentation for BWO, 97% of the production target also gives 97% of the rate at PC.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
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.
2026 Q2 -tulosraportti
UUTTA
Tänään
‧30 min
0,5779 NOK/osake
Viimeisin osinko
7,94%Tuotto/v
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenIt states in the Q2 report that: BW Offshore announced a strategic review on 5 December 2025. The strategic review is ongoing with interested parties conducting due diligence, but timeline is impacted by the revised Practical Completion of BW Opal. Has it been written previously that one is at the stage of Due Diligence? This probably means that one must have discussed price, right?I find it a bit strange that depreciation expense was taken now due to the delay of PC and that revenues are received that are not booked in the P&L but directly against the balance sheet, but the depreciation went through the P&L. I understand that accounting rules are like that, but the net effect is practically much smaller as I understood it. Also positive that Marco mentioned that BW Catcher is relevant for redeployment and that due diligence is ongoing from interested parties.
- ·7 t sittenDownturn became gift package with accumulation at 38.65:-)
- ·9 t sitten · MuokattuQ2 report out, not particularly pleasant reading after a quick review: https://newsweb.oslobors.no/message/680536 My main takeaways are: 1. Practical completion postponed until Q2 2027! - strategic review extended 2. Large write-down on Opal. Does not affect cash, but probably means that this year's dividend will likely be limited to the minimum 3. Increased investments of around $65m expected. Admittedly expected to be covered as a result of the delayed start of the 15-year contract, but still not particularly favorable as I had expected some profit even before the 15 years start running All in all clearly negative as I see it, so I guess we'll go quite a bit south today.The lead times on this project are outrageous. They started the project in 2020. Topside integration finished late in 2024. The vessel actually "finished" February last year 2025 with sailaway in May. First gas in September 2025. So, full production won't be until next year. But is there really anyone else who manages it better? Seems like an industry problem. In that sense, BWO is punished too harshly here.
- ·3 päivää sitten · MuokattuSantos with H1 report published yesterday: https://www.santos.com/news/2026-half-year-results/ Among other things, one can read there "Barossa is safely progressing through commissioning to steady state production, with current production around 550 mmscf/d and planned to increase further to around 600 mmscf/d by end of the quarter". Compared to 97% that was mentioned in the Q2 report, I believe 97% was measured against a temporary production target, while 600 is the final production target. This therefore does not mean that they have lost production during the past month. Regarding Practical Completion, which we on the BWO side are waiting for. My understanding is that this in all likelihood will come before Opal reaches nameplate production. So it probably indicates that the plan is that we have a maximum of one more month of waiting until 100% rates are achieved.And as I interpreted the Q1 presentation for BWO, 97% of the production target also gives 97% of the rate at PC.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 24.8. | ||
2026 Q1 -tulosraportti 18.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 |
2026 Q2 -tulosraportti
UUTTA
Tänään
‧30 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 24.8. | ||
2026 Q1 -tulosraportti 18.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 |
0,5779 NOK/osake
Viimeisin osinko
7,94%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenIt states in the Q2 report that: BW Offshore announced a strategic review on 5 December 2025. The strategic review is ongoing with interested parties conducting due diligence, but timeline is impacted by the revised Practical Completion of BW Opal. Has it been written previously that one is at the stage of Due Diligence? This probably means that one must have discussed price, right?I find it a bit strange that depreciation expense was taken now due to the delay of PC and that revenues are received that are not booked in the P&L but directly against the balance sheet, but the depreciation went through the P&L. I understand that accounting rules are like that, but the net effect is practically much smaller as I understood it. Also positive that Marco mentioned that BW Catcher is relevant for redeployment and that due diligence is ongoing from interested parties.
- ·7 t sittenDownturn became gift package with accumulation at 38.65:-)
- ·9 t sitten · MuokattuQ2 report out, not particularly pleasant reading after a quick review: https://newsweb.oslobors.no/message/680536 My main takeaways are: 1. Practical completion postponed until Q2 2027! - strategic review extended 2. Large write-down on Opal. Does not affect cash, but probably means that this year's dividend will likely be limited to the minimum 3. Increased investments of around $65m expected. Admittedly expected to be covered as a result of the delayed start of the 15-year contract, but still not particularly favorable as I had expected some profit even before the 15 years start running All in all clearly negative as I see it, so I guess we'll go quite a bit south today.The lead times on this project are outrageous. They started the project in 2020. Topside integration finished late in 2024. The vessel actually "finished" February last year 2025 with sailaway in May. First gas in September 2025. So, full production won't be until next year. But is there really anyone else who manages it better? Seems like an industry problem. In that sense, BWO is punished too harshly here.
- ·3 päivää sitten · MuokattuSantos with H1 report published yesterday: https://www.santos.com/news/2026-half-year-results/ Among other things, one can read there "Barossa is safely progressing through commissioning to steady state production, with current production around 550 mmscf/d and planned to increase further to around 600 mmscf/d by end of the quarter". Compared to 97% that was mentioned in the Q2 report, I believe 97% was measured against a temporary production target, while 600 is the final production target. This therefore does not mean that they have lost production during the past month. Regarding Practical Completion, which we on the BWO side are waiting for. My understanding is that this in all likelihood will come before Opal reaches nameplate production. So it probably indicates that the plan is that we have a maximum of one more month of waiting until 100% rates are achieved.And as I interpreted the Q1 presentation for BWO, 97% of the production target also gives 97% of the rate at PC.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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