2026 Q2 - tulosraportti
77 päivää sitten
‧37 min
49,8965 NOK/osake
Viimeisin osinko
10,65%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
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.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
3,70%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
·16 t sittenEven with minor close contact with drones/robots, it is bound to result in a period of shipyard visits and inspections, and there are not such enormously large amounts of tankers that it won't be noticed. The number of boats that can work is becoming fewer and fewer The oil shortage is becoming greater and greaterI interpret it as the oil shortage is in countries' reserves, not in the production stage right now. Was well 12 vlcc hit last week that are reported the dark figure we do not know. But I THINK that some hit vessels every week are quickly built on makes the bottleneck tighter But that is just my theory
·23 t sittenFleet update (ultramini) Kimolos has finally loaded (last cargo I saw was discharged in Sicily 26.09!) - now she is taking cargo from Algeria to Rotterdam (ETA 24.10) Nissos Tigani has now made her way into the Black Sea (no destination given, but the last few months it has always been Kazakh oil)
·1 päivä sitten · MuokattuHave tried to do some calculations on Q3 and Q4.....based on i.a. quality inputs from some extremely good contributors here. Q4 most interesting. Anyone who has also spent a lot of time modeling and calculating? Gets a bit spooked by the numbers that come out (is cautious by nature and cuts down via a large "safety margin")....? SB1 had a good angle the other day based on USD 30+ dividend for Q4-Q4-Q1 (personally I think there is upside relative to Q4 - Q1 they based on 150/d for the total)...and "residual value" of the share after dividend relative to ROE on different rates the next 3-4-5 years. Very relevant and interesting. 50k+ (50/50 Suez/VL...well above the last 10-year average) yields 20%++ ROE. Most crude tankers on the stock exchange are relatively straightforward to calculate....but the Greek risk-takers like ECO and partly CAPT I think can surprise heavily.....see NO analysts even calculating in this risk trade within H and in the Black Sea.....therefore I have freed up capital from CAPT (which has crushed the others the last week...but still my best long-term risk/return-bet in crude) and several others, and moved to OET/ECO....over the last month...CAPT today because it falls little in downturns....look forward to comments.It becomes a bit of a guess since we have so few data points (and don't know if there is much dead time for the shuttling), but unless things suddenly resolve immediately, I don't rule out that we will pass 30USD for Q4 alone. We are, however, more vulnerable to a sudden collapse in rates since we have so many short voyages; 5 vessels that might be in shuttling through the strait + many Suezmaxes on short routes in the Mediterranean. I didn't catch that 50k/50k would give 20%. I get about 4.5% (per year) at 50k/50k as achieved rates. Maybe I misunderstood- ·2 päivää sittenFleet update VLCC The 5 in the Hormuz gang (N. Despotiko, N. Donoussa, N. Keros, N. Kythnos, and N. Rhenia) still have their AIS turned off Nissos Kea (750k actual) discharged in Visakhapatnam on 17.10. According to Marinetraffic she is flagging Fujairah (with ETA 13.10...). Since she is blacklisted by Iran, she probably won't go through the Strait of Hormuz? (even GoO seems a bit scary these days if you are blacklisted) Nissos Anafi is creeping fully loaded onwards (7.5 knots). Off Madagascar when the AIS signal disappeared a day ago. No destination given, but the course seems to be able to be west India Nissos Nikouria 91k TC to February SUEZ - 5 of 10 (assumed) Black Sea Nissos Sifnos, the drone-attacked one, finally left the yard on 16.10 (she arrived at the yard on 04.09, but finished discharging on 21.08, so idle for approx. 2 months). Now she has set course for Chios (ETA 20.10), but @Olavlad has found that she has a CPC cargo on 28.-30.10 so then we will see her in the Black Sea before long Milos had SS at the same yard (almost 1 month) and is off Liberia for a quick cargo. Olavlad found that she too has a CPC cargo, but has time for a little trip or two before that time (11-15.11) Nissos Vous loaded Kazakh oil on 16.10 and is now waiting to slip through Istanbul. Don't know where she is going with the oil Nissos Tigani left Korfez (according to draft on Marinetraffic she had a little drop upon arrival) on 16.10 and is flagging Istanbul (ETA 16.10...), so the Black Sea smells of her too Nissos Serifopoula seems to be on her way back into the Black Sea (destination Canakkale ETA yesterday) SUEZ - other Poliegos discharged in Singapore on 13.10. No destination given, but is approaching the Maldives so guessing Fujairah Kimolos has been waiting off Arzew since 08.10, but finally moored on 17.10 Nissos Piperi now states Algeciras as destination (ETA 20.10), but is empty Folegandros on her way to Nigeria (no ETA given, but passing Liberia now) Nissos Sikinos discharged in Rotterdam on 17.10. No destination given. Is off Caen now
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
77 päivää sitten
‧37 min
49,8965 NOK/osake
Viimeisin osinko
10,65%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
- ·16 t sittenEven with minor close contact with drones/robots, it is bound to result in a period of shipyard visits and inspections, and there are not such enormously large amounts of tankers that it won't be noticed. The number of boats that can work is becoming fewer and fewer The oil shortage is becoming greater and greaterI interpret it as the oil shortage is in countries' reserves, not in the production stage right now. Was well 12 vlcc hit last week that are reported the dark figure we do not know. But I THINK that some hit vessels every week are quickly built on makes the bottleneck tighter But that is just my theory
- ·23 t sittenFleet update (ultramini) Kimolos has finally loaded (last cargo I saw was discharged in Sicily 26.09!) - now she is taking cargo from Algeria to Rotterdam (ETA 24.10) Nissos Tigani has now made her way into the Black Sea (no destination given, but the last few months it has always been Kazakh oil)
- ·1 päivä sitten · MuokattuHave tried to do some calculations on Q3 and Q4.....based on i.a. quality inputs from some extremely good contributors here. Q4 most interesting. Anyone who has also spent a lot of time modeling and calculating? Gets a bit spooked by the numbers that come out (is cautious by nature and cuts down via a large "safety margin")....? SB1 had a good angle the other day based on USD 30+ dividend for Q4-Q4-Q1 (personally I think there is upside relative to Q4 - Q1 they based on 150/d for the total)...and "residual value" of the share after dividend relative to ROE on different rates the next 3-4-5 years. Very relevant and interesting. 50k+ (50/50 Suez/VL...well above the last 10-year average) yields 20%++ ROE. Most crude tankers on the stock exchange are relatively straightforward to calculate....but the Greek risk-takers like ECO and partly CAPT I think can surprise heavily.....see NO analysts even calculating in this risk trade within H and in the Black Sea.....therefore I have freed up capital from CAPT (which has crushed the others the last week...but still my best long-term risk/return-bet in crude) and several others, and moved to OET/ECO....over the last month...CAPT today because it falls little in downturns....look forward to comments.It becomes a bit of a guess since we have so few data points (and don't know if there is much dead time for the shuttling), but unless things suddenly resolve immediately, I don't rule out that we will pass 30USD for Q4 alone. We are, however, more vulnerable to a sudden collapse in rates since we have so many short voyages; 5 vessels that might be in shuttling through the strait + many Suezmaxes on short routes in the Mediterranean. I didn't catch that 50k/50k would give 20%. I get about 4.5% (per year) at 50k/50k as achieved rates. Maybe I misunderstood
- ·2 päivää sittenFleet update VLCC The 5 in the Hormuz gang (N. Despotiko, N. Donoussa, N. Keros, N. Kythnos, and N. Rhenia) still have their AIS turned off Nissos Kea (750k actual) discharged in Visakhapatnam on 17.10. According to Marinetraffic she is flagging Fujairah (with ETA 13.10...). Since she is blacklisted by Iran, she probably won't go through the Strait of Hormuz? (even GoO seems a bit scary these days if you are blacklisted) Nissos Anafi is creeping fully loaded onwards (7.5 knots). Off Madagascar when the AIS signal disappeared a day ago. No destination given, but the course seems to be able to be west India Nissos Nikouria 91k TC to February SUEZ - 5 of 10 (assumed) Black Sea Nissos Sifnos, the drone-attacked one, finally left the yard on 16.10 (she arrived at the yard on 04.09, but finished discharging on 21.08, so idle for approx. 2 months). Now she has set course for Chios (ETA 20.10), but @Olavlad has found that she has a CPC cargo on 28.-30.10 so then we will see her in the Black Sea before long Milos had SS at the same yard (almost 1 month) and is off Liberia for a quick cargo. Olavlad found that she too has a CPC cargo, but has time for a little trip or two before that time (11-15.11) Nissos Vous loaded Kazakh oil on 16.10 and is now waiting to slip through Istanbul. Don't know where she is going with the oil Nissos Tigani left Korfez (according to draft on Marinetraffic she had a little drop upon arrival) on 16.10 and is flagging Istanbul (ETA 16.10...), so the Black Sea smells of her too Nissos Serifopoula seems to be on her way back into the Black Sea (destination Canakkale ETA yesterday) SUEZ - other Poliegos discharged in Singapore on 13.10. No destination given, but is approaching the Maldives so guessing Fujairah Kimolos has been waiting off Arzew since 08.10, but finally moored on 17.10 Nissos Piperi now states Algeciras as destination (ETA 20.10), but is empty Folegandros on her way to Nigeria (no ETA given, but passing Liberia now) Nissos Sikinos discharged in Rotterdam on 17.10. No destination given. Is off Caen now
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 | 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.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
3,70%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
77 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
10,65%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·16 t sittenEven with minor close contact with drones/robots, it is bound to result in a period of shipyard visits and inspections, and there are not such enormously large amounts of tankers that it won't be noticed. The number of boats that can work is becoming fewer and fewer The oil shortage is becoming greater and greaterI interpret it as the oil shortage is in countries' reserves, not in the production stage right now. Was well 12 vlcc hit last week that are reported the dark figure we do not know. But I THINK that some hit vessels every week are quickly built on makes the bottleneck tighter But that is just my theory
- ·23 t sittenFleet update (ultramini) Kimolos has finally loaded (last cargo I saw was discharged in Sicily 26.09!) - now she is taking cargo from Algeria to Rotterdam (ETA 24.10) Nissos Tigani has now made her way into the Black Sea (no destination given, but the last few months it has always been Kazakh oil)
- ·1 päivä sitten · MuokattuHave tried to do some calculations on Q3 and Q4.....based on i.a. quality inputs from some extremely good contributors here. Q4 most interesting. Anyone who has also spent a lot of time modeling and calculating? Gets a bit spooked by the numbers that come out (is cautious by nature and cuts down via a large "safety margin")....? SB1 had a good angle the other day based on USD 30+ dividend for Q4-Q4-Q1 (personally I think there is upside relative to Q4 - Q1 they based on 150/d for the total)...and "residual value" of the share after dividend relative to ROE on different rates the next 3-4-5 years. Very relevant and interesting. 50k+ (50/50 Suez/VL...well above the last 10-year average) yields 20%++ ROE. Most crude tankers on the stock exchange are relatively straightforward to calculate....but the Greek risk-takers like ECO and partly CAPT I think can surprise heavily.....see NO analysts even calculating in this risk trade within H and in the Black Sea.....therefore I have freed up capital from CAPT (which has crushed the others the last week...but still my best long-term risk/return-bet in crude) and several others, and moved to OET/ECO....over the last month...CAPT today because it falls little in downturns....look forward to comments.It becomes a bit of a guess since we have so few data points (and don't know if there is much dead time for the shuttling), but unless things suddenly resolve immediately, I don't rule out that we will pass 30USD for Q4 alone. We are, however, more vulnerable to a sudden collapse in rates since we have so many short voyages; 5 vessels that might be in shuttling through the strait + many Suezmaxes on short routes in the Mediterranean. I didn't catch that 50k/50k would give 20%. I get about 4.5% (per year) at 50k/50k as achieved rates. Maybe I misunderstood
- ·2 päivää sittenFleet update VLCC The 5 in the Hormuz gang (N. Despotiko, N. Donoussa, N. Keros, N. Kythnos, and N. Rhenia) still have their AIS turned off Nissos Kea (750k actual) discharged in Visakhapatnam on 17.10. According to Marinetraffic she is flagging Fujairah (with ETA 13.10...). Since she is blacklisted by Iran, she probably won't go through the Strait of Hormuz? (even GoO seems a bit scary these days if you are blacklisted) Nissos Anafi is creeping fully loaded onwards (7.5 knots). Off Madagascar when the AIS signal disappeared a day ago. No destination given, but the course seems to be able to be west India Nissos Nikouria 91k TC to February SUEZ - 5 of 10 (assumed) Black Sea Nissos Sifnos, the drone-attacked one, finally left the yard on 16.10 (she arrived at the yard on 04.09, but finished discharging on 21.08, so idle for approx. 2 months). Now she has set course for Chios (ETA 20.10), but @Olavlad has found that she has a CPC cargo on 28.-30.10 so then we will see her in the Black Sea before long Milos had SS at the same yard (almost 1 month) and is off Liberia for a quick cargo. Olavlad found that she too has a CPC cargo, but has time for a little trip or two before that time (11-15.11) Nissos Vous loaded Kazakh oil on 16.10 and is now waiting to slip through Istanbul. Don't know where she is going with the oil Nissos Tigani left Korfez (according to draft on Marinetraffic she had a little drop upon arrival) on 16.10 and is flagging Istanbul (ETA 16.10...), so the Black Sea smells of her too Nissos Serifopoula seems to be on her way back into the Black Sea (destination Canakkale ETA yesterday) SUEZ - other Poliegos discharged in Singapore on 13.10. No destination given, but is approaching the Maldives so guessing Fujairah Kimolos has been waiting off Arzew since 08.10, but finally moored on 17.10 Nissos Piperi now states Algeciras as destination (ETA 20.10), but is empty Folegandros on her way to Nigeria (no ETA given, but passing Liberia now) Nissos Sikinos discharged in Rotterdam on 17.10. No destination given. Is off Caen now
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 | 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.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
Fidelity Nordic A-Dis-SEK
3,70%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt