2026 Q1 -tulosraportti
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70 päivää sitten
129,50 NOK/osake
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582,20%Tuotto/v
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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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
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Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenThe fall in the share price here is indeed fully understandable. It was very overpriced after the ship sales. Now we are probably starting to approach the remaining fundamental values in the company (at least if the price gets a bit under 2 NOK).
I arrived at approximately 1.85kr net cash per share the other day (not checked after the Q-report), so then it's "only" 35% down to that (if one assumes that net cash is fair value then)
·8.7.For those following the Bruton thesis, updated information came today; Trøim's tanker shipping company splits – hires shipping top executive Tanker shipping company Bruton, where billionaire Tor Olav Trøim is the largest shareholder, announces several news items in a stock exchange announcement Tuesday evening. The biggest is that the shipping company will be split into two. The first four VLCC tankers, of which the first is now delivered, will be gathered in a separate company with the goal of monthly dividends to shareholders. At the same time, Bruton brings in a new CEO. Lars-Christian Svensen, who currently leads 2020 Bulkers, Himalaya Shipping and Andes Tankers, takes over temporarily. Who will succeed him, is not known. https://www.dn.no/investor/nyhetsstudio/177047The notice for the AGM in Bruton has now arrived. No item regarding a possible RTO/purchase of 2020B, issuance of shares in Bruton as possible settlement for 2020B stock exchange shell or similar. I interpret it as the speculations around a possible RTO can be dismissed.
·26.6.Can one assume that the price now corresponds to what it costs to get a company listed plus cash, meaning that we are at a 1:1 price? Downside risk should then be zero, I'm just wondering?I consider the most likely scenario to be 50% down within the next months (read: new case with subsequent emission around net cash per share)
·23.6. · MuokattuHere is my contribution to the speculations about 2020 bulkers' future: In February this year, I formulated a hypothesis that Bruton would use the 2020 shell to get on the main list on Oslo Børs (RTO - reverse takeover). I have also expanded on the hypothesis in March and April in various posts. I have summarized the various events (and the lack thereof) and assessed each of the 6 possible fates of a shell company against the information that was available at different times on the following website, as it was a bit cumbersome to include everything in a Nordnet post. You can decide for yourselves whether my assessments are reasonable or not. https://rto-bayes-analyse-v2.netlify.app/ April 23 is the deadline for sending out information to shareholders prior to Bruton's AGM. If my hypothesis is correct, both Bruton and 2020 shareholders will receive information simultaneously, which includes information about the share exchange ratio etc., and voting on the merger of the companies, dilution etc. Now there are only a few weeks left until I either get it right or am thoroughly wrong. #not-investment-adviceWhat I was wrong about: When I originally set up the hypothesis, I was too focused on only one of the mechanisms for an RTO, namely a traditional merger, which requires shareholder voting from both parties Since there has been no stock exchange announcement about an RTO, it would be illegal under MAR to only write about it in Bruton's AGM. There is still a probable mechanism for an RTO, which requires nothing more than a resolution on a capital increase at the AGM of 2020 Bulkers. As far as I know, they have an authorized share capital of 75M, which is too little to take over the value of 4 VLCC. If the notice of the AGM contains an item about a massive capital increase, then it is a sign that they have a plan for a contribution in kind in 2020B, which can be arranged by agreement between the two boards, reports to Oslo Børs and Finanstilsynet, and a stock exchange announcement, but not a shareholder vote. If no capital increase occurs at the 2020 AGM, then this modified hypothesis also dies. The mechanism is simple: 2020 shareholders vote for an increase in authorized share capital at the AGM. Stock exchange announcement about the boards' plan Bruton transfers shares in the SPVs for the ships to 2020 Bulkers in consideration for 2020 shares. 2020B must issue a large number of new shares. Bruton distributes 2020-shares as dividend-in-kind to its shareholders and the ticker changes to Bruton/BRUT. Advantages for Bruton: * Immediate listing on Oslo Børs * Access to a larger shareholder base already accustomed to monthly dividends, which theoretically will increase the liquidity of the share * ISIN history in international databases. * OTC listing in the USA The board of Bruton will, after Bruton's AGM, have full freedom to relocate the company for tax purposes based solely on board resolutions. The entire hypothesis still rests on observations for which I have not seen any good alternative explanation, but which collectively make good sense under an RTO hypothesis. *2020 changes auditor from PwC to EY in 2025 * Bruton announces in February that they have initiated a process for listing on a regulated market on Euronext in Norway. * 2020 annual report reports Going Concern * In April, 2020 Bulkers moves its AGM from May 12 to August 25. * 2020 Q1 report is released without webcast and QA with analysts, and it is specified that they will capitalize on platform, listing and management, and retain 4M USD. The only argument against that I have heard is dilution, but even with a premium on the shell of 2x the cash value, the dilution will be minimal for Bruton shareholders, since the value of Bruton is so much higher than the value of the shell, and in my opinion well worth a faster path to increased liquidity in the share. Expand is, as I see it, a fallback option in case the process does not go through for some reason. For 2020 shareholders, almost any premium over the cash value of the company will be of interest in relation to liquidation. So, I am not going to discard the hypothesis yet, I need to see the notice for the 2020-AGM first. If it does not contain an item about a massive capital increase, then it will be difficult for me to continue holding onto the hypothesis.
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.
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.
2026 Q1 -tulosraportti
Vain PDF
70 päivää sitten
129,50 NOK/osake
Viimeisin osinko
582,20%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenThe fall in the share price here is indeed fully understandable. It was very overpriced after the ship sales. Now we are probably starting to approach the remaining fundamental values in the company (at least if the price gets a bit under 2 NOK).I arrived at approximately 1.85kr net cash per share the other day (not checked after the Q-report), so then it's "only" 35% down to that (if one assumes that net cash is fair value then)
- ·8.7.For those following the Bruton thesis, updated information came today; Trøim's tanker shipping company splits – hires shipping top executive Tanker shipping company Bruton, where billionaire Tor Olav Trøim is the largest shareholder, announces several news items in a stock exchange announcement Tuesday evening. The biggest is that the shipping company will be split into two. The first four VLCC tankers, of which the first is now delivered, will be gathered in a separate company with the goal of monthly dividends to shareholders. At the same time, Bruton brings in a new CEO. Lars-Christian Svensen, who currently leads 2020 Bulkers, Himalaya Shipping and Andes Tankers, takes over temporarily. Who will succeed him, is not known. https://www.dn.no/investor/nyhetsstudio/177047The notice for the AGM in Bruton has now arrived. No item regarding a possible RTO/purchase of 2020B, issuance of shares in Bruton as possible settlement for 2020B stock exchange shell or similar. I interpret it as the speculations around a possible RTO can be dismissed.
- ·26.6.Can one assume that the price now corresponds to what it costs to get a company listed plus cash, meaning that we are at a 1:1 price? Downside risk should then be zero, I'm just wondering?I consider the most likely scenario to be 50% down within the next months (read: new case with subsequent emission around net cash per share)
- ·23.6. · MuokattuHere is my contribution to the speculations about 2020 bulkers' future: In February this year, I formulated a hypothesis that Bruton would use the 2020 shell to get on the main list on Oslo Børs (RTO - reverse takeover). I have also expanded on the hypothesis in March and April in various posts. I have summarized the various events (and the lack thereof) and assessed each of the 6 possible fates of a shell company against the information that was available at different times on the following website, as it was a bit cumbersome to include everything in a Nordnet post. You can decide for yourselves whether my assessments are reasonable or not. https://rto-bayes-analyse-v2.netlify.app/ April 23 is the deadline for sending out information to shareholders prior to Bruton's AGM. If my hypothesis is correct, both Bruton and 2020 shareholders will receive information simultaneously, which includes information about the share exchange ratio etc., and voting on the merger of the companies, dilution etc. Now there are only a few weeks left until I either get it right or am thoroughly wrong. #not-investment-adviceWhat I was wrong about: When I originally set up the hypothesis, I was too focused on only one of the mechanisms for an RTO, namely a traditional merger, which requires shareholder voting from both parties Since there has been no stock exchange announcement about an RTO, it would be illegal under MAR to only write about it in Bruton's AGM. There is still a probable mechanism for an RTO, which requires nothing more than a resolution on a capital increase at the AGM of 2020 Bulkers. As far as I know, they have an authorized share capital of 75M, which is too little to take over the value of 4 VLCC. If the notice of the AGM contains an item about a massive capital increase, then it is a sign that they have a plan for a contribution in kind in 2020B, which can be arranged by agreement between the two boards, reports to Oslo Børs and Finanstilsynet, and a stock exchange announcement, but not a shareholder vote. If no capital increase occurs at the 2020 AGM, then this modified hypothesis also dies. The mechanism is simple: 2020 shareholders vote for an increase in authorized share capital at the AGM. Stock exchange announcement about the boards' plan Bruton transfers shares in the SPVs for the ships to 2020 Bulkers in consideration for 2020 shares. 2020B must issue a large number of new shares. Bruton distributes 2020-shares as dividend-in-kind to its shareholders and the ticker changes to Bruton/BRUT. Advantages for Bruton: * Immediate listing on Oslo Børs * Access to a larger shareholder base already accustomed to monthly dividends, which theoretically will increase the liquidity of the share * ISIN history in international databases. * OTC listing in the USA The board of Bruton will, after Bruton's AGM, have full freedom to relocate the company for tax purposes based solely on board resolutions. The entire hypothesis still rests on observations for which I have not seen any good alternative explanation, but which collectively make good sense under an RTO hypothesis. *2020 changes auditor from PwC to EY in 2025 * Bruton announces in February that they have initiated a process for listing on a regulated market on Euronext in Norway. * 2020 annual report reports Going Concern * In April, 2020 Bulkers moves its AGM from May 12 to August 25. * 2020 Q1 report is released without webcast and QA with analysts, and it is specified that they will capitalize on platform, listing and management, and retain 4M USD. The only argument against that I have heard is dilution, but even with a premium on the shell of 2x the cash value, the dilution will be minimal for Bruton shareholders, since the value of Bruton is so much higher than the value of the shell, and in my opinion well worth a faster path to increased liquidity in the share. Expand is, as I see it, a fallback option in case the process does not go through for some reason. For 2020 shareholders, almost any premium over the cash value of the company will be of interest in relation to liquidation. So, I am not going to discard the hypothesis yet, I need to see the notice for the 2020-AGM first. If it does not contain an item about a massive capital increase, then it will be difficult for me to continue holding onto the hypothesis.
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
70 päivää sitten
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.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
129,50 NOK/osake
Viimeisin osinko
582,20%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenThe fall in the share price here is indeed fully understandable. It was very overpriced after the ship sales. Now we are probably starting to approach the remaining fundamental values in the company (at least if the price gets a bit under 2 NOK).I arrived at approximately 1.85kr net cash per share the other day (not checked after the Q-report), so then it's "only" 35% down to that (if one assumes that net cash is fair value then)
- ·8.7.For those following the Bruton thesis, updated information came today; Trøim's tanker shipping company splits – hires shipping top executive Tanker shipping company Bruton, where billionaire Tor Olav Trøim is the largest shareholder, announces several news items in a stock exchange announcement Tuesday evening. The biggest is that the shipping company will be split into two. The first four VLCC tankers, of which the first is now delivered, will be gathered in a separate company with the goal of monthly dividends to shareholders. At the same time, Bruton brings in a new CEO. Lars-Christian Svensen, who currently leads 2020 Bulkers, Himalaya Shipping and Andes Tankers, takes over temporarily. Who will succeed him, is not known. https://www.dn.no/investor/nyhetsstudio/177047The notice for the AGM in Bruton has now arrived. No item regarding a possible RTO/purchase of 2020B, issuance of shares in Bruton as possible settlement for 2020B stock exchange shell or similar. I interpret it as the speculations around a possible RTO can be dismissed.
- ·26.6.Can one assume that the price now corresponds to what it costs to get a company listed plus cash, meaning that we are at a 1:1 price? Downside risk should then be zero, I'm just wondering?I consider the most likely scenario to be 50% down within the next months (read: new case with subsequent emission around net cash per share)
- ·23.6. · MuokattuHere is my contribution to the speculations about 2020 bulkers' future: In February this year, I formulated a hypothesis that Bruton would use the 2020 shell to get on the main list on Oslo Børs (RTO - reverse takeover). I have also expanded on the hypothesis in March and April in various posts. I have summarized the various events (and the lack thereof) and assessed each of the 6 possible fates of a shell company against the information that was available at different times on the following website, as it was a bit cumbersome to include everything in a Nordnet post. You can decide for yourselves whether my assessments are reasonable or not. https://rto-bayes-analyse-v2.netlify.app/ April 23 is the deadline for sending out information to shareholders prior to Bruton's AGM. If my hypothesis is correct, both Bruton and 2020 shareholders will receive information simultaneously, which includes information about the share exchange ratio etc., and voting on the merger of the companies, dilution etc. Now there are only a few weeks left until I either get it right or am thoroughly wrong. #not-investment-adviceWhat I was wrong about: When I originally set up the hypothesis, I was too focused on only one of the mechanisms for an RTO, namely a traditional merger, which requires shareholder voting from both parties Since there has been no stock exchange announcement about an RTO, it would be illegal under MAR to only write about it in Bruton's AGM. There is still a probable mechanism for an RTO, which requires nothing more than a resolution on a capital increase at the AGM of 2020 Bulkers. As far as I know, they have an authorized share capital of 75M, which is too little to take over the value of 4 VLCC. If the notice of the AGM contains an item about a massive capital increase, then it is a sign that they have a plan for a contribution in kind in 2020B, which can be arranged by agreement between the two boards, reports to Oslo Børs and Finanstilsynet, and a stock exchange announcement, but not a shareholder vote. If no capital increase occurs at the 2020 AGM, then this modified hypothesis also dies. The mechanism is simple: 2020 shareholders vote for an increase in authorized share capital at the AGM. Stock exchange announcement about the boards' plan Bruton transfers shares in the SPVs for the ships to 2020 Bulkers in consideration for 2020 shares. 2020B must issue a large number of new shares. Bruton distributes 2020-shares as dividend-in-kind to its shareholders and the ticker changes to Bruton/BRUT. Advantages for Bruton: * Immediate listing on Oslo Børs * Access to a larger shareholder base already accustomed to monthly dividends, which theoretically will increase the liquidity of the share * ISIN history in international databases. * OTC listing in the USA The board of Bruton will, after Bruton's AGM, have full freedom to relocate the company for tax purposes based solely on board resolutions. The entire hypothesis still rests on observations for which I have not seen any good alternative explanation, but which collectively make good sense under an RTO hypothesis. *2020 changes auditor from PwC to EY in 2025 * Bruton announces in February that they have initiated a process for listing on a regulated market on Euronext in Norway. * 2020 annual report reports Going Concern * In April, 2020 Bulkers moves its AGM from May 12 to August 25. * 2020 Q1 report is released without webcast and QA with analysts, and it is specified that they will capitalize on platform, listing and management, and retain 4M USD. The only argument against that I have heard is dilution, but even with a premium on the shell of 2x the cash value, the dilution will be minimal for Bruton shareholders, since the value of Bruton is so much higher than the value of the shell, and in my opinion well worth a faster path to increased liquidity in the share. Expand is, as I see it, a fallback option in case the process does not go through for some reason. For 2020 shareholders, almost any premium over the cash value of the company will be of interest in relation to liquidation. So, I am not going to discard the hypothesis yet, I need to see the notice for the 2020-AGM first. If it does not contain an item about a massive capital increase, then it will be difficult for me to continue holding onto the hypothesis.
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