2026 Q2 - tulosraportti
89 päivää sitten
‧37 min
49,8965 NOK/osake
Viimeisin osinko
9,42%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 30 | ||
| 3 | ||
| 32 | ||
| 64 | ||
| 69 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
4,39%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 5.8. | ||
2026 Q1 - tulosraportti 14.5. | ||
2025 Q4 - tulosraportti 19.2. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
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
·2 t sittenhttps://x.com/christankerfund/status/2116576748901122113 Many of last week's benchmark rates.- ·5 t sittenhttps://x.com/christankerfund/status/2117071978268066278 Iran keeps the attacks going.
Attacking seemingly everything that manages to hit? https://gcaptain.com/pakistan-lng-cargo-attacked-near-hormuz-had-iranian-approval/ 
·7 t sittenNoticing that one can calculate the value of a VL in Okeanis at approx usd340mill at current price levels. A new VL on the water recently traded at approx 250mill (which then includes approx 120 mill in superprofit before a newbuild ordered today is on the water). We are at a price level now in OET where built-in superprofit begins to presuppose very high rates for a very long time. If, for example, the Hormuz market (1mill+++) drops out (or more correctly, WHEN), and settles at the more global average, then OET is the most exposed in terms of downside risk of the crude companies. Any qualified thoughts defending the 340-mill valuation (source HansThrane-Nielsen, Storebrand forvaltning)?"Very high rates for a very long time" is of course very vague, but the market is obviously not pricing in a rapid return to normalized rates. Neither is the market pricing in that today's situation will last terribly long (from what I can see, at today's rates we are well under PE 1), so the question is how long the madness can continue and if we get a rate collapse like we always get (except last fall #Sinokor?). There is too little transparency regarding what our ladies are earning now (here I am thinking especially of the Hormuz gang) for me to dare predict what our earnings will be in Q4, but I wouldn't be shocked if OET has 50$ for Q3&Q4 combined (that is no prediction; way too little transparency now and it also seems to be a lot of downtime that I don't know if we get paid for or not). For now, I think tintinsoldat's 35$ is a decent (conservative?) estimate - then we'll see next week what they have actually achieved :o If the madness holds through Q1 (no prediction from my side) then we have easily gotten 65-75$ in dividend (conservative). In that case, the share price should not be able to fall more than the dividends. If the madness ends right after the midterm election tomorrow, on the other hand, we can see a price drop that the dividends are nowhere near compensating for. Another element here is that OET is now mainly taking short voyages (with extreme earnings) for both VLCC and Suez (nearly half the fleet seems to be in Hormuz & Novorossiysk). When rates are as they are now, that gives more to the bottom line, and they capture more of (potentially further) upside on the rates, but the day it turns around our earnings will drop quickly (read: it "bleeds" less into later quarters than for longer voyages)- ·7 t sittenNissos Anafi now outside Sohar - saw oil from Venezuela on STS in GoO after 2 months??? You get to see a lot of strange things this year, but this takes the cake in that case
Anafi probably has minor engine trouble, max speed 7-8 kts. Ready to go through Hormuz after discharging?? Or shipyard? 
·19 t sitten
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
89 päivää sitten
‧37 min
49,8965 NOK/osake
Viimeisin osinko
9,42%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
- ·2 t sittenhttps://x.com/christankerfund/status/2116576748901122113 Many of last week's benchmark rates.
- ·5 t sittenhttps://x.com/christankerfund/status/2117071978268066278 Iran keeps the attacks going.Attacking seemingly everything that manages to hit? https://gcaptain.com/pakistan-lng-cargo-attacked-near-hormuz-had-iranian-approval/
- ·7 t sittenNoticing that one can calculate the value of a VL in Okeanis at approx usd340mill at current price levels. A new VL on the water recently traded at approx 250mill (which then includes approx 120 mill in superprofit before a newbuild ordered today is on the water). We are at a price level now in OET where built-in superprofit begins to presuppose very high rates for a very long time. If, for example, the Hormuz market (1mill+++) drops out (or more correctly, WHEN), and settles at the more global average, then OET is the most exposed in terms of downside risk of the crude companies. Any qualified thoughts defending the 340-mill valuation (source HansThrane-Nielsen, Storebrand forvaltning)?"Very high rates for a very long time" is of course very vague, but the market is obviously not pricing in a rapid return to normalized rates. Neither is the market pricing in that today's situation will last terribly long (from what I can see, at today's rates we are well under PE 1), so the question is how long the madness can continue and if we get a rate collapse like we always get (except last fall #Sinokor?). There is too little transparency regarding what our ladies are earning now (here I am thinking especially of the Hormuz gang) for me to dare predict what our earnings will be in Q4, but I wouldn't be shocked if OET has 50$ for Q3&Q4 combined (that is no prediction; way too little transparency now and it also seems to be a lot of downtime that I don't know if we get paid for or not). For now, I think tintinsoldat's 35$ is a decent (conservative?) estimate - then we'll see next week what they have actually achieved :o If the madness holds through Q1 (no prediction from my side) then we have easily gotten 65-75$ in dividend (conservative). In that case, the share price should not be able to fall more than the dividends. If the madness ends right after the midterm election tomorrow, on the other hand, we can see a price drop that the dividends are nowhere near compensating for. Another element here is that OET is now mainly taking short voyages (with extreme earnings) for both VLCC and Suez (nearly half the fleet seems to be in Hormuz & Novorossiysk). When rates are as they are now, that gives more to the bottom line, and they capture more of (potentially further) upside on the rates, but the day it turns around our earnings will drop quickly (read: it "bleeds" less into later quarters than for longer voyages)
- ·7 t sittenNissos Anafi now outside Sohar - saw oil from Venezuela on STS in GoO after 2 months??? You get to see a lot of strange things this year, but this takes the cake in that caseAnafi probably has minor engine trouble, max speed 7-8 kts. Ready to go through Hormuz after discharging?? Or shipyard?
- ·19 t sitten
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 30 | ||
| 3 | ||
| 32 | ||
| 64 | ||
| 69 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
4,39%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 5.8. | ||
2026 Q1 - tulosraportti 14.5. | ||
2025 Q4 - tulosraportti 19.2. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
89 päivää sitten
‧37 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 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 5.8. | ||
2026 Q1 - tulosraportti 14.5. | ||
2025 Q4 - tulosraportti 19.2. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
49,8965 NOK/osake
Viimeisin osinko
9,42%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 t sittenhttps://x.com/christankerfund/status/2116576748901122113 Many of last week's benchmark rates.
- ·5 t sittenhttps://x.com/christankerfund/status/2117071978268066278 Iran keeps the attacks going.Attacking seemingly everything that manages to hit? https://gcaptain.com/pakistan-lng-cargo-attacked-near-hormuz-had-iranian-approval/
- ·7 t sittenNoticing that one can calculate the value of a VL in Okeanis at approx usd340mill at current price levels. A new VL on the water recently traded at approx 250mill (which then includes approx 120 mill in superprofit before a newbuild ordered today is on the water). We are at a price level now in OET where built-in superprofit begins to presuppose very high rates for a very long time. If, for example, the Hormuz market (1mill+++) drops out (or more correctly, WHEN), and settles at the more global average, then OET is the most exposed in terms of downside risk of the crude companies. Any qualified thoughts defending the 340-mill valuation (source HansThrane-Nielsen, Storebrand forvaltning)?"Very high rates for a very long time" is of course very vague, but the market is obviously not pricing in a rapid return to normalized rates. Neither is the market pricing in that today's situation will last terribly long (from what I can see, at today's rates we are well under PE 1), so the question is how long the madness can continue and if we get a rate collapse like we always get (except last fall #Sinokor?). There is too little transparency regarding what our ladies are earning now (here I am thinking especially of the Hormuz gang) for me to dare predict what our earnings will be in Q4, but I wouldn't be shocked if OET has 50$ for Q3&Q4 combined (that is no prediction; way too little transparency now and it also seems to be a lot of downtime that I don't know if we get paid for or not). For now, I think tintinsoldat's 35$ is a decent (conservative?) estimate - then we'll see next week what they have actually achieved :o If the madness holds through Q1 (no prediction from my side) then we have easily gotten 65-75$ in dividend (conservative). In that case, the share price should not be able to fall more than the dividends. If the madness ends right after the midterm election tomorrow, on the other hand, we can see a price drop that the dividends are nowhere near compensating for. Another element here is that OET is now mainly taking short voyages (with extreme earnings) for both VLCC and Suez (nearly half the fleet seems to be in Hormuz & Novorossiysk). When rates are as they are now, that gives more to the bottom line, and they capture more of (potentially further) upside on the rates, but the day it turns around our earnings will drop quickly (read: it "bleeds" less into later quarters than for longer voyages)
- ·7 t sittenNissos Anafi now outside Sohar - saw oil from Venezuela on STS in GoO after 2 months??? You get to see a lot of strange things this year, but this takes the cake in that caseAnafi probably has minor engine trouble, max speed 7-8 kts. Ready to go through Hormuz after discharging?? Or shipyard?
- ·19 t sitten
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 30 | ||
| 3 | ||
| 32 | ||
| 64 | ||
| 69 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
4,39%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt