Q2-osavuosiraportti
69 päivää sitten‧15 min
1,8897 NOK/osake
Viimeisin osinko
29,30 %
Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
1 000
Myynti
Määrä
5
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 326 | - | - | ||
| 56 | - | - | ||
| 564 | - | - | ||
| 825 | - | - | ||
| 1 476 | - | - |
Ylin
136,6VWAP
Alin
134,5VaihtoMäärä
18,5 136 460
VWAP
Ylin
136,6Alin
134,5VaihtoMäärä
18,5 136 460
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 13.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 12.2. | |
| 2024 Q3-osavuosiraportti | 13.11.2024 |
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 sitten·I've never taken any economics classes, but I've been thinking a lot about the latest ship sale today. Does anyone have any input on my train of thought below? I guess there are a thousand things I've ignored without realizing it and it would have been educational to know what those things are :-) I've made two assumptions: 1. They're not going to run a listed company with only two ships 2. They're not going to buy more ships in 2020 Bulkers I assume the reason for the sale now is that Halvorsen & Co wants to free up money for an issue in Bruton. When I assume they get about the same price for the last two ships, add cash and subtract debt, I come to a value for the company of just under 150 kroner without any dividend from operations until the buyer takes over the ships. Dividends until the takeover are more uncertain, both in terms of rates and the fact that the date of the takeover is not known, but let's guess that it will be somewhere between 5 and 15 kroner. Given this, I would think that those who own shares today at 136 kroner apiece should expect to get back somewhere between 150 and 160 kroner during Q1 next year. That is 10-15% upside from the current price. That is not an amazing upside, but it is not insignificant either? Why is it not trading at least a little higher? Does the market think that they will use the money from the sale on something stupid? Or is it that people who believe in dry bulk would rather put their money in the Himalayas where the upside is not limited in the same way that it is now here?
10 t sitten·I think 150 + dividend is too high. Since they still have 2 ships left, there is uncertainty about when they will possibly get the money for these. If they end up operating only 2 ships, the cost of administration will also be relatively higher. In addition, there are liquidation costs, etc.
1 päivä sitten1 päivä sitten2020 Bulkers has continued to reduce its fleet with another newcastlemax sale. Fresh from selling three large bulk carriers to Asyad Shipping in Oman last month, the Oslo-listed operation has agreed to offload the 208,000-dwt Bulk Sao Paulo (built 2020) to an unaffiliated third party for $72.75m. VesselsValue has a value of nearly $70m on the ship. 2020 Bulkers will retain the vessels’ operating cashflows until the closing of the transaction, which will be during the first quarter of 2026. The company, founded by shipowner Tor Olav Troim, expects to recognise a net book gain of $29m. The allocation of the proceeds has yet to be determined. The owner will be down to its last two ships following the sale. These are both newcastlemaxes built in 2020. The Bulk Sao Paulo is on charter to Costamare Bulkers. Fearnley Securities said the sale was another “solid” one by the company, which has now offloaded four vessels for a total consideration of $281.75m. Oman-stocklisted Asyad Shipping splashed out $209m on the purchase of three newcastlemax bulk carriers from 2020 Bulkers in September as it forges ahead with its fleet growth plans. The 208,000-dwt Bulk Sandefjord and Bulk Santiago (both built 2019) and the Bulk Shenzhen (built 2020) went for 10% above broker valuations. The price equated to nearly $70m per bulker, with VesselsValue assessing the trio as worth only $191m. The owner expects to make a net book gain of $89m from the transaction. Last year, 2020 Bulkers sold two other 2019-built vessels to Neda Maritime in Greece for only $63.7m each. In September, chief executive Lars Christian Svensen told TradeWinds: “It was a good entry point and it is a good exit point for these assets, but we would also like the exposure to this market so we will continue trading the remaining fleet — business as usual — with the remaining ships.” He said there were no current plans to sell 2020 Bulkers’ final three vessels. Copyright: TradeWinds, simply the best!1 päivä sitten·He said that there were no current plans to sell Bulkers' last three ships from 2020. -> The fact that there are no plans to sell does not mean that they will keep the ships.- 1 päivä sitten · Muokattu·If you assume they get 420 million USD for the ships, 20 million USD in cash and about 117 million USD in debt, then I get 323 million USD. With USD at 10.1, that's 3.26 billion NOK. That's not miles above today's value of 3.11 billion NOK. The difference up corresponds to about 6 NOK. per share.
1 päivä sitten·- 3 päivää sitten·The fact that dry bulk remains so strong speaks for itself - the segment has by far the best fundamental prospects. This is where you should be now if you want exposure to shipping.1 päivä sitten·If they continue to sell ships, they will soon no longer be exposed to shipping.
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.
Q2-osavuosiraportti
69 päivää sitten‧15 min
1,8897 NOK/osake
Viimeisin osinko
29,30 %
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 sitten·I've never taken any economics classes, but I've been thinking a lot about the latest ship sale today. Does anyone have any input on my train of thought below? I guess there are a thousand things I've ignored without realizing it and it would have been educational to know what those things are :-) I've made two assumptions: 1. They're not going to run a listed company with only two ships 2. They're not going to buy more ships in 2020 Bulkers I assume the reason for the sale now is that Halvorsen & Co wants to free up money for an issue in Bruton. When I assume they get about the same price for the last two ships, add cash and subtract debt, I come to a value for the company of just under 150 kroner without any dividend from operations until the buyer takes over the ships. Dividends until the takeover are more uncertain, both in terms of rates and the fact that the date of the takeover is not known, but let's guess that it will be somewhere between 5 and 15 kroner. Given this, I would think that those who own shares today at 136 kroner apiece should expect to get back somewhere between 150 and 160 kroner during Q1 next year. That is 10-15% upside from the current price. That is not an amazing upside, but it is not insignificant either? Why is it not trading at least a little higher? Does the market think that they will use the money from the sale on something stupid? Or is it that people who believe in dry bulk would rather put their money in the Himalayas where the upside is not limited in the same way that it is now here?10 t sitten·I think 150 + dividend is too high. Since they still have 2 ships left, there is uncertainty about when they will possibly get the money for these. If they end up operating only 2 ships, the cost of administration will also be relatively higher. In addition, there are liquidation costs, etc.
- 1 päivä sitten1 päivä sitten2020 Bulkers has continued to reduce its fleet with another newcastlemax sale. Fresh from selling three large bulk carriers to Asyad Shipping in Oman last month, the Oslo-listed operation has agreed to offload the 208,000-dwt Bulk Sao Paulo (built 2020) to an unaffiliated third party for $72.75m. VesselsValue has a value of nearly $70m on the ship. 2020 Bulkers will retain the vessels’ operating cashflows until the closing of the transaction, which will be during the first quarter of 2026. The company, founded by shipowner Tor Olav Troim, expects to recognise a net book gain of $29m. The allocation of the proceeds has yet to be determined. The owner will be down to its last two ships following the sale. These are both newcastlemaxes built in 2020. The Bulk Sao Paulo is on charter to Costamare Bulkers. Fearnley Securities said the sale was another “solid” one by the company, which has now offloaded four vessels for a total consideration of $281.75m. Oman-stocklisted Asyad Shipping splashed out $209m on the purchase of three newcastlemax bulk carriers from 2020 Bulkers in September as it forges ahead with its fleet growth plans. The 208,000-dwt Bulk Sandefjord and Bulk Santiago (both built 2019) and the Bulk Shenzhen (built 2020) went for 10% above broker valuations. The price equated to nearly $70m per bulker, with VesselsValue assessing the trio as worth only $191m. The owner expects to make a net book gain of $89m from the transaction. Last year, 2020 Bulkers sold two other 2019-built vessels to Neda Maritime in Greece for only $63.7m each. In September, chief executive Lars Christian Svensen told TradeWinds: “It was a good entry point and it is a good exit point for these assets, but we would also like the exposure to this market so we will continue trading the remaining fleet — business as usual — with the remaining ships.” He said there were no current plans to sell 2020 Bulkers’ final three vessels. Copyright: TradeWinds, simply the best!1 päivä sitten·He said that there were no current plans to sell Bulkers' last three ships from 2020. -> The fact that there are no plans to sell does not mean that they will keep the ships.
- 1 päivä sitten · Muokattu·If you assume they get 420 million USD for the ships, 20 million USD in cash and about 117 million USD in debt, then I get 323 million USD. With USD at 10.1, that's 3.26 billion NOK. That's not miles above today's value of 3.11 billion NOK. The difference up corresponds to about 6 NOK. per share.
- 1 päivä sitten·
- 3 päivää sitten·The fact that dry bulk remains so strong speaks for itself - the segment has by far the best fundamental prospects. This is where you should be now if you want exposure to shipping.1 päivä sitten·If they continue to sell ships, they will soon no longer be exposed to shipping.
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
1 000
Myynti
Määrä
5
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 326 | - | - | ||
| 56 | - | - | ||
| 564 | - | - | ||
| 825 | - | - | ||
| 1 476 | - | - |
Ylin
136,6VWAP
Alin
134,5VaihtoMäärä
18,5 136 460
VWAP
Ylin
136,6Alin
134,5VaihtoMäärä
18,5 136 460
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 13.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 12.2. | |
| 2024 Q3-osavuosiraportti | 13.11.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
69 päivää sitten‧15 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 Q3-osavuosiraportti | 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 13.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 12.2. | |
| 2024 Q3-osavuosiraportti | 13.11.2024 |
Datan lähde: Millistream, Quartr
1,8897 NOK/osake
Viimeisin osinko
29,30 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 päivä sitten·I've never taken any economics classes, but I've been thinking a lot about the latest ship sale today. Does anyone have any input on my train of thought below? I guess there are a thousand things I've ignored without realizing it and it would have been educational to know what those things are :-) I've made two assumptions: 1. They're not going to run a listed company with only two ships 2. They're not going to buy more ships in 2020 Bulkers I assume the reason for the sale now is that Halvorsen & Co wants to free up money for an issue in Bruton. When I assume they get about the same price for the last two ships, add cash and subtract debt, I come to a value for the company of just under 150 kroner without any dividend from operations until the buyer takes over the ships. Dividends until the takeover are more uncertain, both in terms of rates and the fact that the date of the takeover is not known, but let's guess that it will be somewhere between 5 and 15 kroner. Given this, I would think that those who own shares today at 136 kroner apiece should expect to get back somewhere between 150 and 160 kroner during Q1 next year. That is 10-15% upside from the current price. That is not an amazing upside, but it is not insignificant either? Why is it not trading at least a little higher? Does the market think that they will use the money from the sale on something stupid? Or is it that people who believe in dry bulk would rather put their money in the Himalayas where the upside is not limited in the same way that it is now here?10 t sitten·I think 150 + dividend is too high. Since they still have 2 ships left, there is uncertainty about when they will possibly get the money for these. If they end up operating only 2 ships, the cost of administration will also be relatively higher. In addition, there are liquidation costs, etc.
- 1 päivä sitten1 päivä sitten2020 Bulkers has continued to reduce its fleet with another newcastlemax sale. Fresh from selling three large bulk carriers to Asyad Shipping in Oman last month, the Oslo-listed operation has agreed to offload the 208,000-dwt Bulk Sao Paulo (built 2020) to an unaffiliated third party for $72.75m. VesselsValue has a value of nearly $70m on the ship. 2020 Bulkers will retain the vessels’ operating cashflows until the closing of the transaction, which will be during the first quarter of 2026. The company, founded by shipowner Tor Olav Troim, expects to recognise a net book gain of $29m. The allocation of the proceeds has yet to be determined. The owner will be down to its last two ships following the sale. These are both newcastlemaxes built in 2020. The Bulk Sao Paulo is on charter to Costamare Bulkers. Fearnley Securities said the sale was another “solid” one by the company, which has now offloaded four vessels for a total consideration of $281.75m. Oman-stocklisted Asyad Shipping splashed out $209m on the purchase of three newcastlemax bulk carriers from 2020 Bulkers in September as it forges ahead with its fleet growth plans. The 208,000-dwt Bulk Sandefjord and Bulk Santiago (both built 2019) and the Bulk Shenzhen (built 2020) went for 10% above broker valuations. The price equated to nearly $70m per bulker, with VesselsValue assessing the trio as worth only $191m. The owner expects to make a net book gain of $89m from the transaction. Last year, 2020 Bulkers sold two other 2019-built vessels to Neda Maritime in Greece for only $63.7m each. In September, chief executive Lars Christian Svensen told TradeWinds: “It was a good entry point and it is a good exit point for these assets, but we would also like the exposure to this market so we will continue trading the remaining fleet — business as usual — with the remaining ships.” He said there were no current plans to sell 2020 Bulkers’ final three vessels. Copyright: TradeWinds, simply the best!1 päivä sitten·He said that there were no current plans to sell Bulkers' last three ships from 2020. -> The fact that there are no plans to sell does not mean that they will keep the ships.
- 1 päivä sitten · Muokattu·If you assume they get 420 million USD for the ships, 20 million USD in cash and about 117 million USD in debt, then I get 323 million USD. With USD at 10.1, that's 3.26 billion NOK. That's not miles above today's value of 3.11 billion NOK. The difference up corresponds to about 6 NOK. per share.
- 1 päivä sitten·
- 3 päivää sitten·The fact that dry bulk remains so strong speaks for itself - the segment has by far the best fundamental prospects. This is where you should be now if you want exposure to shipping.1 päivä sitten·If they continue to sell ships, they will soon no longer be exposed to shipping.
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
1 000
Myynti
Määrä
5
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 326 | - | - | ||
| 56 | - | - | ||
| 564 | - | - | ||
| 825 | - | - | ||
| 1 476 | - | - |
Ylin
136,6VWAP
Alin
134,5VaihtoMäärä
18,5 136 460
VWAP
Ylin
136,6Alin
134,5VaihtoMäärä
18,5 136 460
Välittäjätilasto
Dataa ei löytynyt