Q3-osavuosiraportti
UUTTA
2 päivää sitten‧13 min
1,9147 NOK/osake
Irtoamispäivä 20.11.
10,00 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
10
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 25 | - | - | ||
| 137 | - | - | ||
| 21 | - | - | ||
| 150 | - | - | ||
| 38 | - | - |
Ylin
140VWAP
Alin
136,6VaihtoMäärä
24,8 179 678
VWAP
Ylin
140Alin
136,6VaihtoMäärä
24,8 179 678
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 12.11. | |
| 2025 Q2-osavuosiraportti | 13.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 12.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
14 t sitten14 t sittenBCI today: 25,980 +913 MTD 25,905 YTD 19,720 '25 balance 26,000
19 t sitten19 t sitten2020 Bulkers has been downgraded by Arctic Securities as the shipowner is expected to generate less cash after selling most of its vessels. The Oslo-listed company sold four of its six newcastlemax bulkers in recent months. The owner sold three of the bulkers to Oman’s Asyad Shipping in September, and this month offloaded the 208,400-dwt Bulk Sao Paulo (built 2020) to EBE of Belgium for $72.75m. Arctic analyst Kristoffer Barth Skeie said: “We believe that the excess cash from the sale of the 4/6 vessels will go to dividends and see it as increasingly likely that the 2 remaining vessels will be sold.” “2020 has been a fantastic story after listing on Oslo Axess back in July 2019 and having now delivered a total shareholder return of 285% (with dividends reinvested),” he said in a note. The company will book a gain of $117m on the delivery of all four vessels in the first quarter of 2026. Barth Skeie cut the rating to hold from buy. The share target price was lowered to NOK 146 ($14.50) from NOK 167. “With no asset price depreciation on the remaining 2x vessels in the fleet, we see fair value at NOK 150 per share,” the analyst said. After the third-quarter report on Wednesday, shares rose 1.1% to NOK 140 in Oslo. “We find NAV pricing to be a reasonable level for the equity when considering that cash flow generation will be much more modest after Q1, following the sales, and that NAV build-up is relatively moderate,” Barth Skeie added. Clarksons Securities also downgraded the stock. Analysts Even Kolsgaard and Frode Morkedal cut the rating to neutral from buy. “Management did not provide new information regarding the use of proceeds from recent vessel sales or the company’s strategic direction,” the analysts said. “However, given its track record of being shareholder friendly, it is reasonable to assume that the proceeds will be distributed to shareholders and that the two remaining vessels are also likely for sale,” they added. Kolsgaard and Morkedal lowered the target price to NOK 148 from NOK 150. “With the stock trading at NOK 140, both upside and downside appear limited,” they said. DNB Carnegie reiterated a hold rating with a target price of NOK 142. Analyst Jorgen Lian said the 2020 Bulkers is “fairly valued at 1.0x P/NAV while waiting for the next move”. “The company recently acted opportunistically to bank strong asset values, but has over time convinced equity markets of its ability to generate outsized premium returns and thereby achieve attractive pricing,” Lian said. “As only two vessels remain, focus is on the use of proceeds and the future of the now modest-sized fleet,” he added. Copyright: TradeWinds, simply the best!·13 t sittenDNB Carnegie reiterates hold and price target NOK 142. Arctic downgrades the stock from buy to hold and cuts the price target to NOK 146 (167). Clarksons downgrades the stock from buy to hold and cuts the price target to NOK 148 (150).
·19 t sitten · MuokattuInteresting: Outstanding shares: 22 870 906 Agreed sales (publicly announced): 3 ships sold for a total of US$ 209 mill. Agreed sale: Bulk São Paulo sold for US$ 72,75 mill. (October 2025) Balance sheet figures (as of 30.09.2025): Cash and cash equivalents: US$ 15,2 mill. Term loan (total tranche): US$ 112,5 mill. (expected to be repaid upon ship sales etc.) Exchange rate used in calculations: 1 USD ≈ 10,08 NOK (market level as of November 2025) Note: Some sales have already been announced (the three for US$ 209 mill. + São Paulo for US$ 72,75 mill.). The last two remaining ships in the fleet are Bulk Sydney and Bulk Santos. There is currently no public information available regarding the sales prices for these two, so a main assumption is used below. Main Assumption Assumes the last two ships are sold for US$ 70 mill. each, i.e., US$ 140 mill. total. (This seems reasonable given the price level of the other sales. Also, Santos & Sydney are younger than previously sold ships) All sales + existing cash balance are summed, and the company repays the term loan of US$ 112,5 mill. For simplicity, minor liabilities, transaction costs, taxes, and winding-up costs are not included (these may reduce the net payout). Calculation (rounded) Item Amount (US$ mill.) Total sales proceeds (assumed) 209 + 72,75 + 140 = 421,75 + Cash as of 30.09.2025 +15,2 − Term loan to be repaid −112,5 Net available (before adjustments) ≈ 324,45 Per share (USD): 324,45 mill. / 22 870 906 shares ≈ US$ 14,19 per share Converted to NOK (1 USD = 10,08 NOK): ≈ 143,0 NOK per share Example: If you own 1,000 shares, and the company is wound up after these sales, you will receive approximately 143 000 NOK, in addition to any dividends until winding-up. Briefly summarized: This appears to be a very attractive return given today's information and assumptions.
·16 t sitten+ dividend for October (1.9 NOK) + probably January and half of February.
·1 päivä sitten2 questions. (1) Will 2020b close down after the sale that takes place in Q1 2026? So, will the entire business be liquidated? (2) The funds from the Q1 sale. What happens to them?
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
2 päivää sitten‧13 min
1,9147 NOK/osake
Irtoamispäivä 20.11.
10,00 %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
- 14 t sitten14 t sittenBCI today: 25,980 +913 MTD 25,905 YTD 19,720 '25 balance 26,000
- 19 t sitten19 t sitten2020 Bulkers has been downgraded by Arctic Securities as the shipowner is expected to generate less cash after selling most of its vessels. The Oslo-listed company sold four of its six newcastlemax bulkers in recent months. The owner sold three of the bulkers to Oman’s Asyad Shipping in September, and this month offloaded the 208,400-dwt Bulk Sao Paulo (built 2020) to EBE of Belgium for $72.75m. Arctic analyst Kristoffer Barth Skeie said: “We believe that the excess cash from the sale of the 4/6 vessels will go to dividends and see it as increasingly likely that the 2 remaining vessels will be sold.” “2020 has been a fantastic story after listing on Oslo Axess back in July 2019 and having now delivered a total shareholder return of 285% (with dividends reinvested),” he said in a note. The company will book a gain of $117m on the delivery of all four vessels in the first quarter of 2026. Barth Skeie cut the rating to hold from buy. The share target price was lowered to NOK 146 ($14.50) from NOK 167. “With no asset price depreciation on the remaining 2x vessels in the fleet, we see fair value at NOK 150 per share,” the analyst said. After the third-quarter report on Wednesday, shares rose 1.1% to NOK 140 in Oslo. “We find NAV pricing to be a reasonable level for the equity when considering that cash flow generation will be much more modest after Q1, following the sales, and that NAV build-up is relatively moderate,” Barth Skeie added. Clarksons Securities also downgraded the stock. Analysts Even Kolsgaard and Frode Morkedal cut the rating to neutral from buy. “Management did not provide new information regarding the use of proceeds from recent vessel sales or the company’s strategic direction,” the analysts said. “However, given its track record of being shareholder friendly, it is reasonable to assume that the proceeds will be distributed to shareholders and that the two remaining vessels are also likely for sale,” they added. Kolsgaard and Morkedal lowered the target price to NOK 148 from NOK 150. “With the stock trading at NOK 140, both upside and downside appear limited,” they said. DNB Carnegie reiterated a hold rating with a target price of NOK 142. Analyst Jorgen Lian said the 2020 Bulkers is “fairly valued at 1.0x P/NAV while waiting for the next move”. “The company recently acted opportunistically to bank strong asset values, but has over time convinced equity markets of its ability to generate outsized premium returns and thereby achieve attractive pricing,” Lian said. “As only two vessels remain, focus is on the use of proceeds and the future of the now modest-sized fleet,” he added. Copyright: TradeWinds, simply the best!·13 t sittenDNB Carnegie reiterates hold and price target NOK 142. Arctic downgrades the stock from buy to hold and cuts the price target to NOK 146 (167). Clarksons downgrades the stock from buy to hold and cuts the price target to NOK 148 (150).
- ·19 t sitten · MuokattuInteresting: Outstanding shares: 22 870 906 Agreed sales (publicly announced): 3 ships sold for a total of US$ 209 mill. Agreed sale: Bulk São Paulo sold for US$ 72,75 mill. (October 2025) Balance sheet figures (as of 30.09.2025): Cash and cash equivalents: US$ 15,2 mill. Term loan (total tranche): US$ 112,5 mill. (expected to be repaid upon ship sales etc.) Exchange rate used in calculations: 1 USD ≈ 10,08 NOK (market level as of November 2025) Note: Some sales have already been announced (the three for US$ 209 mill. + São Paulo for US$ 72,75 mill.). The last two remaining ships in the fleet are Bulk Sydney and Bulk Santos. There is currently no public information available regarding the sales prices for these two, so a main assumption is used below. Main Assumption Assumes the last two ships are sold for US$ 70 mill. each, i.e., US$ 140 mill. total. (This seems reasonable given the price level of the other sales. Also, Santos & Sydney are younger than previously sold ships) All sales + existing cash balance are summed, and the company repays the term loan of US$ 112,5 mill. For simplicity, minor liabilities, transaction costs, taxes, and winding-up costs are not included (these may reduce the net payout). Calculation (rounded) Item Amount (US$ mill.) Total sales proceeds (assumed) 209 + 72,75 + 140 = 421,75 + Cash as of 30.09.2025 +15,2 − Term loan to be repaid −112,5 Net available (before adjustments) ≈ 324,45 Per share (USD): 324,45 mill. / 22 870 906 shares ≈ US$ 14,19 per share Converted to NOK (1 USD = 10,08 NOK): ≈ 143,0 NOK per share Example: If you own 1,000 shares, and the company is wound up after these sales, you will receive approximately 143 000 NOK, in addition to any dividends until winding-up. Briefly summarized: This appears to be a very attractive return given today's information and assumptions.·16 t sitten+ dividend for October (1.9 NOK) + probably January and half of February.
- ·1 päivä sitten2 questions. (1) Will 2020b close down after the sale that takes place in Q1 2026? So, will the entire business be liquidated? (2) The funds from the Q1 sale. What happens to them?
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
10
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 25 | - | - | ||
| 137 | - | - | ||
| 21 | - | - | ||
| 150 | - | - | ||
| 38 | - | - |
Ylin
140VWAP
Alin
136,6VaihtoMäärä
24,8 179 678
VWAP
Ylin
140Alin
136,6VaihtoMäärä
24,8 179 678
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 12.11. | |
| 2025 Q2-osavuosiraportti | 13.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 12.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
UUTTA
2 päivää sitten‧13 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 | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 12.11. | |
| 2025 Q2-osavuosiraportti | 13.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 12.2. |
Datan lähde: Millistream, Quartr
1,9147 NOK/osake
Irtoamispäivä 20.11.
10,00 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 14 t sitten14 t sittenBCI today: 25,980 +913 MTD 25,905 YTD 19,720 '25 balance 26,000
- 19 t sitten19 t sitten2020 Bulkers has been downgraded by Arctic Securities as the shipowner is expected to generate less cash after selling most of its vessels. The Oslo-listed company sold four of its six newcastlemax bulkers in recent months. The owner sold three of the bulkers to Oman’s Asyad Shipping in September, and this month offloaded the 208,400-dwt Bulk Sao Paulo (built 2020) to EBE of Belgium for $72.75m. Arctic analyst Kristoffer Barth Skeie said: “We believe that the excess cash from the sale of the 4/6 vessels will go to dividends and see it as increasingly likely that the 2 remaining vessels will be sold.” “2020 has been a fantastic story after listing on Oslo Axess back in July 2019 and having now delivered a total shareholder return of 285% (with dividends reinvested),” he said in a note. The company will book a gain of $117m on the delivery of all four vessels in the first quarter of 2026. Barth Skeie cut the rating to hold from buy. The share target price was lowered to NOK 146 ($14.50) from NOK 167. “With no asset price depreciation on the remaining 2x vessels in the fleet, we see fair value at NOK 150 per share,” the analyst said. After the third-quarter report on Wednesday, shares rose 1.1% to NOK 140 in Oslo. “We find NAV pricing to be a reasonable level for the equity when considering that cash flow generation will be much more modest after Q1, following the sales, and that NAV build-up is relatively moderate,” Barth Skeie added. Clarksons Securities also downgraded the stock. Analysts Even Kolsgaard and Frode Morkedal cut the rating to neutral from buy. “Management did not provide new information regarding the use of proceeds from recent vessel sales or the company’s strategic direction,” the analysts said. “However, given its track record of being shareholder friendly, it is reasonable to assume that the proceeds will be distributed to shareholders and that the two remaining vessels are also likely for sale,” they added. Kolsgaard and Morkedal lowered the target price to NOK 148 from NOK 150. “With the stock trading at NOK 140, both upside and downside appear limited,” they said. DNB Carnegie reiterated a hold rating with a target price of NOK 142. Analyst Jorgen Lian said the 2020 Bulkers is “fairly valued at 1.0x P/NAV while waiting for the next move”. “The company recently acted opportunistically to bank strong asset values, but has over time convinced equity markets of its ability to generate outsized premium returns and thereby achieve attractive pricing,” Lian said. “As only two vessels remain, focus is on the use of proceeds and the future of the now modest-sized fleet,” he added. Copyright: TradeWinds, simply the best!·13 t sittenDNB Carnegie reiterates hold and price target NOK 142. Arctic downgrades the stock from buy to hold and cuts the price target to NOK 146 (167). Clarksons downgrades the stock from buy to hold and cuts the price target to NOK 148 (150).
- ·19 t sitten · MuokattuInteresting: Outstanding shares: 22 870 906 Agreed sales (publicly announced): 3 ships sold for a total of US$ 209 mill. Agreed sale: Bulk São Paulo sold for US$ 72,75 mill. (October 2025) Balance sheet figures (as of 30.09.2025): Cash and cash equivalents: US$ 15,2 mill. Term loan (total tranche): US$ 112,5 mill. (expected to be repaid upon ship sales etc.) Exchange rate used in calculations: 1 USD ≈ 10,08 NOK (market level as of November 2025) Note: Some sales have already been announced (the three for US$ 209 mill. + São Paulo for US$ 72,75 mill.). The last two remaining ships in the fleet are Bulk Sydney and Bulk Santos. There is currently no public information available regarding the sales prices for these two, so a main assumption is used below. Main Assumption Assumes the last two ships are sold for US$ 70 mill. each, i.e., US$ 140 mill. total. (This seems reasonable given the price level of the other sales. Also, Santos & Sydney are younger than previously sold ships) All sales + existing cash balance are summed, and the company repays the term loan of US$ 112,5 mill. For simplicity, minor liabilities, transaction costs, taxes, and winding-up costs are not included (these may reduce the net payout). Calculation (rounded) Item Amount (US$ mill.) Total sales proceeds (assumed) 209 + 72,75 + 140 = 421,75 + Cash as of 30.09.2025 +15,2 − Term loan to be repaid −112,5 Net available (before adjustments) ≈ 324,45 Per share (USD): 324,45 mill. / 22 870 906 shares ≈ US$ 14,19 per share Converted to NOK (1 USD = 10,08 NOK): ≈ 143,0 NOK per share Example: If you own 1,000 shares, and the company is wound up after these sales, you will receive approximately 143 000 NOK, in addition to any dividends until winding-up. Briefly summarized: This appears to be a very attractive return given today's information and assumptions.·16 t sitten+ dividend for October (1.9 NOK) + probably January and half of February.
- ·1 päivä sitten2 questions. (1) Will 2020b close down after the sale that takes place in Q1 2026? So, will the entire business be liquidated? (2) The funds from the Q1 sale. What happens to them?
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
10
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 25 | - | - | ||
| 137 | - | - | ||
| 21 | - | - | ||
| 150 | - | - | ||
| 38 | - | - |
Ylin
140VWAP
Alin
136,6VaihtoMäärä
24,8 179 678
VWAP
Ylin
140Alin
136,6VaihtoMäärä
24,8 179 678
Välittäjätilasto
Dataa ei löytynyt