2025 Q4 -tulosraportti
51 päivää sitten
‧35 min
1,55 USD/osake
Viimeisin osinko
6,77%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 134 | - | - | ||
| 546 | - | - | ||
| 118 | - | - | ||
| 117 | - | - | ||
| 80 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 14.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·7 t sittenSissener shorts tank (and container) due to "thoughtless pricing" after "massive price swings". https://www.finansavisen.no/shipping/2026/04/11/8342892/sissener-shorter-shippingaksjer "Sissener points out that even though spot rates are seemingly high, few ships actually achieve them". When the war broke out, I spent a lot of time and energy communicating that we wouldn't get the fantasy rates (aka "academic exercise") on TD3C, but you can't reach everyone. The irony here is that tank fell 15-20% in the first two weeks of the war, and even though prices have recovered, we are still below the prices from when the war broke out - meaning it would be difficult to argue that the "seemingly high" rates that "few ships (...) actually achieve" are priced in... The rates on the routes we have actually sailed on have on average - from what I can see - been somewhat higher than they were before the war, so I would recommend Sissener to get out of his short before the Q1 reports arrive (although there will be a lot of chaos and discrepancies between the reports this time!) An argument Sissener could have used, but didn't in the article, is that tank is now pricing in historically high rates. In the Q4 report, OET guided 104k for VLCC and 84k for Suez for Q1. If we round down to 100k and 75k due to over-guiding (I believe OET will land higher than this), we would end up at approx 10$ in EPS (somewhat lower in 2026 as we don't have the last two Suez yet). With yesterday's closing price of 49$, that implies a PE of approx 5. To base the entire year on Q1, especially when it is historically strong, is aggressive, and then a PE of 5 becomes similarly aggressive. BUT... I didn't choose 100k and 75k at random; that's coincidentally what the 1-year TC is for VLCC and Suez now (well, right before the war) and they were rapidly increasing. If we assume that 100k and 75k are conservative (here I would have laughed at myself 6 months ago, because these are strong rates!) and that perhaps 130k and 85k are reasonable (just to take arbitrary numbers), then we are at PE 3,5-4,0. Before I ask myself to wash my mouth for writing something so foolish, I must remind myself of Sinokor (I assume they will bully the rates further). After the war, I expect Saudi&Emirates to open the floodgates so that the market for the legal fleet becomes even tighter, and it is also possible that sanctions against Iran will be removed, providing even more available barrels for us. In that regard, I would argue that a PE of (perhaps) 3,5 is not aggressive for a multi-year long supercycle. Now, it's always possible that Sissener is making good money by shorting; just going out in the media like that can scare some into selling back to him... And if the war lasts too long, tank will eventually suffer (VLCCs will be first), before the entire world economy collapses - but then it's not just tank that goes bust (#Tek). However, if one doesn't want to go long oil as a hedge against further madness, then short tank can be an option. The argument presented in the article, however, seems to me to be wide of the mark.- ·13 t sittenFleet update VLCC Nissos Anafi finally loaded in Yanbu (she arrived in Yanbu 12.03 so hopefully demurrage until now and not idle, potentially at fantasy rates) and has set course south in the Red Sea. Destination Malaysia according to Marinetraffic, so she will arrive at her destination a few days after the ceasefire is supposed to last (if I base it on a Google search, don't bother calculating/checking sailing time quickly). Nissos Rhenia arrived in Yanbu 17.03, but then sailed further north in Suez and loaded there. She then sailed south and is now off Malaysia. No destination is stated, but she might soon be ready to unload. If she then sets course for the Middle East, she will probably arrive right after the ceasefire's duration. Nissos Despotiko loaded in Venezuela at the turn of the month March/April and is heading towards (past) South Africa. Don't know where she's going (India or Malaysia?), but she probably won't arrive before the second half of May Nissos Kea loaded in Venezuela mid-March and is now off South Africa. No destination stated, but heading towards Malaysia. She will probably need a couple of three weeks to arrive in that case Nissos Kythnos also loaded in Venezuela mid-March, but has destination India. She will probably arrive in India around the expiration of the ceasefire in that case. Nissos Keros is still trapped (fully loaded) in the Persian Gulf. She had some strange movements when the ceasefire was declared, but then anchored again. OET is probably keen to get her out, but fortunately not at any cost. Nissos Donoussa had a sub at fantasy rates from Yanbu mid-March, but it failed. She finally set course towards South Africa (she is off South Africa now), so is probably on her way to the Venezuela area. She probably won't arrive before the beginning of May. Nissos Nikouria is on 1-year TC Suez Folegandros has now delivered her cargo (from Nigeria) in Greece Kimolos is on its way into the Black Sea Milos loaded in Novorossiysk yesterday. Destination unknown Nissos Piperi sailed from the Black Sea and unloaded in Croatia. Is in Greece now Nissos Serifopoula is fully loaded off the Ivory Coast after loading in Nigeria at the turn of the month March/April. A trader utilizing the optionality? (doesn't make sense for OET's part to have her lying fully loaded, so assume it's the charterer's choice) Nissos Sifnos recently unloaded in Europe (came from Venezuela) and set course out of Gibraltar. Position not updated for 7 days, but then she was heading towards Venezuela or vicinity. She should arrive in America soon Nissos Sikinos loaded in Algeria and has now anchored off Portugal. She has destination Portugal so then it's probably just a bit of a queue to unload? Poliegos loaded in the Black Sea and arrived in Rotterdam almost a week ago. Still fully loaded - #unloadingqueue? Then we'll see when the last two new Suezmaxes arrive (they are to be delivered Q2, which we have now started)
- ·1 päivä sittenNissos Anafi is at the quay and now has a draft approaching fully loaded. Hopefully, she has been on demurrage until now. https://www.marinetraffic.com/en/ais/details/ships/shipid:6063727/mmsi:538008310/imo:9856086/vessel:NISSOS_ANAFI
·2 päivää sittenThis is how it looks technically. https://www.investtech.com/no/market.php?CompanyID=100858&tck=OET&product=2
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
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.
2025 Q4 -tulosraportti
51 päivää sitten
‧35 min
1,55 USD/osake
Viimeisin osinko
6,77%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenSissener shorts tank (and container) due to "thoughtless pricing" after "massive price swings". https://www.finansavisen.no/shipping/2026/04/11/8342892/sissener-shorter-shippingaksjer "Sissener points out that even though spot rates are seemingly high, few ships actually achieve them". When the war broke out, I spent a lot of time and energy communicating that we wouldn't get the fantasy rates (aka "academic exercise") on TD3C, but you can't reach everyone. The irony here is that tank fell 15-20% in the first two weeks of the war, and even though prices have recovered, we are still below the prices from when the war broke out - meaning it would be difficult to argue that the "seemingly high" rates that "few ships (...) actually achieve" are priced in... The rates on the routes we have actually sailed on have on average - from what I can see - been somewhat higher than they were before the war, so I would recommend Sissener to get out of his short before the Q1 reports arrive (although there will be a lot of chaos and discrepancies between the reports this time!) An argument Sissener could have used, but didn't in the article, is that tank is now pricing in historically high rates. In the Q4 report, OET guided 104k for VLCC and 84k for Suez for Q1. If we round down to 100k and 75k due to over-guiding (I believe OET will land higher than this), we would end up at approx 10$ in EPS (somewhat lower in 2026 as we don't have the last two Suez yet). With yesterday's closing price of 49$, that implies a PE of approx 5. To base the entire year on Q1, especially when it is historically strong, is aggressive, and then a PE of 5 becomes similarly aggressive. BUT... I didn't choose 100k and 75k at random; that's coincidentally what the 1-year TC is for VLCC and Suez now (well, right before the war) and they were rapidly increasing. If we assume that 100k and 75k are conservative (here I would have laughed at myself 6 months ago, because these are strong rates!) and that perhaps 130k and 85k are reasonable (just to take arbitrary numbers), then we are at PE 3,5-4,0. Before I ask myself to wash my mouth for writing something so foolish, I must remind myself of Sinokor (I assume they will bully the rates further). After the war, I expect Saudi&Emirates to open the floodgates so that the market for the legal fleet becomes even tighter, and it is also possible that sanctions against Iran will be removed, providing even more available barrels for us. In that regard, I would argue that a PE of (perhaps) 3,5 is not aggressive for a multi-year long supercycle. Now, it's always possible that Sissener is making good money by shorting; just going out in the media like that can scare some into selling back to him... And if the war lasts too long, tank will eventually suffer (VLCCs will be first), before the entire world economy collapses - but then it's not just tank that goes bust (#Tek). However, if one doesn't want to go long oil as a hedge against further madness, then short tank can be an option. The argument presented in the article, however, seems to me to be wide of the mark.
- ·13 t sittenFleet update VLCC Nissos Anafi finally loaded in Yanbu (she arrived in Yanbu 12.03 so hopefully demurrage until now and not idle, potentially at fantasy rates) and has set course south in the Red Sea. Destination Malaysia according to Marinetraffic, so she will arrive at her destination a few days after the ceasefire is supposed to last (if I base it on a Google search, don't bother calculating/checking sailing time quickly). Nissos Rhenia arrived in Yanbu 17.03, but then sailed further north in Suez and loaded there. She then sailed south and is now off Malaysia. No destination is stated, but she might soon be ready to unload. If she then sets course for the Middle East, she will probably arrive right after the ceasefire's duration. Nissos Despotiko loaded in Venezuela at the turn of the month March/April and is heading towards (past) South Africa. Don't know where she's going (India or Malaysia?), but she probably won't arrive before the second half of May Nissos Kea loaded in Venezuela mid-March and is now off South Africa. No destination stated, but heading towards Malaysia. She will probably need a couple of three weeks to arrive in that case Nissos Kythnos also loaded in Venezuela mid-March, but has destination India. She will probably arrive in India around the expiration of the ceasefire in that case. Nissos Keros is still trapped (fully loaded) in the Persian Gulf. She had some strange movements when the ceasefire was declared, but then anchored again. OET is probably keen to get her out, but fortunately not at any cost. Nissos Donoussa had a sub at fantasy rates from Yanbu mid-March, but it failed. She finally set course towards South Africa (she is off South Africa now), so is probably on her way to the Venezuela area. She probably won't arrive before the beginning of May. Nissos Nikouria is on 1-year TC Suez Folegandros has now delivered her cargo (from Nigeria) in Greece Kimolos is on its way into the Black Sea Milos loaded in Novorossiysk yesterday. Destination unknown Nissos Piperi sailed from the Black Sea and unloaded in Croatia. Is in Greece now Nissos Serifopoula is fully loaded off the Ivory Coast after loading in Nigeria at the turn of the month March/April. A trader utilizing the optionality? (doesn't make sense for OET's part to have her lying fully loaded, so assume it's the charterer's choice) Nissos Sifnos recently unloaded in Europe (came from Venezuela) and set course out of Gibraltar. Position not updated for 7 days, but then she was heading towards Venezuela or vicinity. She should arrive in America soon Nissos Sikinos loaded in Algeria and has now anchored off Portugal. She has destination Portugal so then it's probably just a bit of a queue to unload? Poliegos loaded in the Black Sea and arrived in Rotterdam almost a week ago. Still fully loaded - #unloadingqueue? Then we'll see when the last two new Suezmaxes arrive (they are to be delivered Q2, which we have now started)
- ·1 päivä sittenNissos Anafi is at the quay and now has a draft approaching fully loaded. Hopefully, she has been on demurrage until now. https://www.marinetraffic.com/en/ais/details/ships/shipid:6063727/mmsi:538008310/imo:9856086/vessel:NISSOS_ANAFI
- ·2 päivää sittenThis is how it looks technically. https://www.investtech.com/no/market.php?CompanyID=100858&tck=OET&product=2
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 134 | - | - | ||
| 546 | - | - | ||
| 118 | - | - | ||
| 117 | - | - | ||
| 80 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 14.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
2025 Q4 -tulosraportti
51 päivää sitten
‧35 min
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 Q1 -tulosraportti 14.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
1,55 USD/osake
Viimeisin osinko
6,77%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenSissener shorts tank (and container) due to "thoughtless pricing" after "massive price swings". https://www.finansavisen.no/shipping/2026/04/11/8342892/sissener-shorter-shippingaksjer "Sissener points out that even though spot rates are seemingly high, few ships actually achieve them". When the war broke out, I spent a lot of time and energy communicating that we wouldn't get the fantasy rates (aka "academic exercise") on TD3C, but you can't reach everyone. The irony here is that tank fell 15-20% in the first two weeks of the war, and even though prices have recovered, we are still below the prices from when the war broke out - meaning it would be difficult to argue that the "seemingly high" rates that "few ships (...) actually achieve" are priced in... The rates on the routes we have actually sailed on have on average - from what I can see - been somewhat higher than they were before the war, so I would recommend Sissener to get out of his short before the Q1 reports arrive (although there will be a lot of chaos and discrepancies between the reports this time!) An argument Sissener could have used, but didn't in the article, is that tank is now pricing in historically high rates. In the Q4 report, OET guided 104k for VLCC and 84k for Suez for Q1. If we round down to 100k and 75k due to over-guiding (I believe OET will land higher than this), we would end up at approx 10$ in EPS (somewhat lower in 2026 as we don't have the last two Suez yet). With yesterday's closing price of 49$, that implies a PE of approx 5. To base the entire year on Q1, especially when it is historically strong, is aggressive, and then a PE of 5 becomes similarly aggressive. BUT... I didn't choose 100k and 75k at random; that's coincidentally what the 1-year TC is for VLCC and Suez now (well, right before the war) and they were rapidly increasing. If we assume that 100k and 75k are conservative (here I would have laughed at myself 6 months ago, because these are strong rates!) and that perhaps 130k and 85k are reasonable (just to take arbitrary numbers), then we are at PE 3,5-4,0. Before I ask myself to wash my mouth for writing something so foolish, I must remind myself of Sinokor (I assume they will bully the rates further). After the war, I expect Saudi&Emirates to open the floodgates so that the market for the legal fleet becomes even tighter, and it is also possible that sanctions against Iran will be removed, providing even more available barrels for us. In that regard, I would argue that a PE of (perhaps) 3,5 is not aggressive for a multi-year long supercycle. Now, it's always possible that Sissener is making good money by shorting; just going out in the media like that can scare some into selling back to him... And if the war lasts too long, tank will eventually suffer (VLCCs will be first), before the entire world economy collapses - but then it's not just tank that goes bust (#Tek). However, if one doesn't want to go long oil as a hedge against further madness, then short tank can be an option. The argument presented in the article, however, seems to me to be wide of the mark.
- ·13 t sittenFleet update VLCC Nissos Anafi finally loaded in Yanbu (she arrived in Yanbu 12.03 so hopefully demurrage until now and not idle, potentially at fantasy rates) and has set course south in the Red Sea. Destination Malaysia according to Marinetraffic, so she will arrive at her destination a few days after the ceasefire is supposed to last (if I base it on a Google search, don't bother calculating/checking sailing time quickly). Nissos Rhenia arrived in Yanbu 17.03, but then sailed further north in Suez and loaded there. She then sailed south and is now off Malaysia. No destination is stated, but she might soon be ready to unload. If she then sets course for the Middle East, she will probably arrive right after the ceasefire's duration. Nissos Despotiko loaded in Venezuela at the turn of the month March/April and is heading towards (past) South Africa. Don't know where she's going (India or Malaysia?), but she probably won't arrive before the second half of May Nissos Kea loaded in Venezuela mid-March and is now off South Africa. No destination stated, but heading towards Malaysia. She will probably need a couple of three weeks to arrive in that case Nissos Kythnos also loaded in Venezuela mid-March, but has destination India. She will probably arrive in India around the expiration of the ceasefire in that case. Nissos Keros is still trapped (fully loaded) in the Persian Gulf. She had some strange movements when the ceasefire was declared, but then anchored again. OET is probably keen to get her out, but fortunately not at any cost. Nissos Donoussa had a sub at fantasy rates from Yanbu mid-March, but it failed. She finally set course towards South Africa (she is off South Africa now), so is probably on her way to the Venezuela area. She probably won't arrive before the beginning of May. Nissos Nikouria is on 1-year TC Suez Folegandros has now delivered her cargo (from Nigeria) in Greece Kimolos is on its way into the Black Sea Milos loaded in Novorossiysk yesterday. Destination unknown Nissos Piperi sailed from the Black Sea and unloaded in Croatia. Is in Greece now Nissos Serifopoula is fully loaded off the Ivory Coast after loading in Nigeria at the turn of the month March/April. A trader utilizing the optionality? (doesn't make sense for OET's part to have her lying fully loaded, so assume it's the charterer's choice) Nissos Sifnos recently unloaded in Europe (came from Venezuela) and set course out of Gibraltar. Position not updated for 7 days, but then she was heading towards Venezuela or vicinity. She should arrive in America soon Nissos Sikinos loaded in Algeria and has now anchored off Portugal. She has destination Portugal so then it's probably just a bit of a queue to unload? Poliegos loaded in the Black Sea and arrived in Rotterdam almost a week ago. Still fully loaded - #unloadingqueue? Then we'll see when the last two new Suezmaxes arrive (they are to be delivered Q2, which we have now started)
- ·1 päivä sittenNissos Anafi is at the quay and now has a draft approaching fully loaded. Hopefully, she has been on demurrage until now. https://www.marinetraffic.com/en/ais/details/ships/shipid:6063727/mmsi:538008310/imo:9856086/vessel:NISSOS_ANAFI
- ·2 päivää sittenThis is how it looks technically. https://www.investtech.com/no/market.php?CompanyID=100858&tck=OET&product=2
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 134 | - | - | ||
| 546 | - | - | ||
| 118 | - | - | ||
| 117 | - | - | ||
| 80 | - | - |
Välittäjätilasto
Dataa ei löytynyt