2025 Q4 -tulosraportti
77 päivää sitten
‧37 min
1,00 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 113 | - | - | ||
| 75 | - | - | ||
| 25 | - | - | ||
| 104 | - | - | ||
| 100 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 | ||
Vuosittainen yhtiökokous 2025 13.5.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 |
Asiakkaat katsoivat myös
Shareville
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Kirjaudu
·1 päivä sitten · MuokattuA little about the sale of Mistral regarding the dividend position ..with AI: That's exactly the "case" here! You are absolutely right that this sale is an important piece of the puzzle to get the dividend tap open again. To understand why this is positive in the medium-term picture, we must look at the "wall" of expenses OKEA has faced. Here are the three most important reasons why the Mistral sale (and the strategy in general) points towards dividends: ## **1. The bridge over the "CAPEX-gap" (2025–2026)** OKEA is in a period of unusually high investments (**CAPEX**). They are developing **Bestla** (formerly Brasse) and electrifying **Draugen**. * **2025/2026:** Investments peak (around 3.5–4 billion NOK annually). This is why dividends were put on hold. * **Why the Mistral sale helps:** By selling Mistral to Japex for **30 million dollars**, they not only get cash directly into the bank now, but they also avoid paying their share of the development costs for this field in the coming years. That clears space in the budget. ## **2. The big turning point in 2027** If one looks at the analyses for the medium-term picture, 2027 is the "golden year" for OKEA: * **Production jump:** Bestla is scheduled to start production early in 2027, which is expected to increase OKEA's total production by over **20 %**. * **Lower costs:** While production increases, the investment need falls dramatically (analysts expect a fall of around 30 % in CAPEX from 2025 to 2027). ## **3. The dividend logic** OKEA's Board has been very clear: They *want* to pay dividends, but they prioritize financial solidity while developing new fields. > **The strategy:** Sell off projects that are far in the future (like Mistral) to finance projects that generate money tomorrow (Bestla). > ### **In summary: When will the money come?** Many analysts point out that OKEA could be back in a dividend position during the **second half of 2026 or early 2027**, depending on the oil price. By "cashing in" on the Mistral discovery now, they have secured an important buffer that likely allows them to avoid taking on more expensive debt to complete their projects. That's music to the ears for everyone waiting for quarterly payments to their account. Do you think the OKEA share will be seen as a pure "dividend machine" again once Bestla is operational, or are you concerned that their mature fields (like Statfjord) are declining too quickly in production?·23 t sittenOr this one from a more "sober" model, which is perhaps the most "objective": OKEA: Portfolio adjustment strengthens the path back to dividends The recent sale of the Mistral stake appears to be part of a broader strategy to manage a period of high investment burden and at the same time lay the groundwork for the resumption of dividends in the medium term. 1. Management of high CAPEX (2025–2026) OKEA is in a phase of relatively high investments, particularly related to the development of Bestla (formerly Brasse) and measures at the Draugen field. The investment level in the period 2025–2026 is expected to be high compared to historical figures, which has been a key reason why dividend payments have been paused. The sale of Mistral to Japex for approximately 30 million USD provides a limited direct cash contribution, but more importantly, it reduces future investment commitments and thus improves the company's financial flexibility in a capital-intensive phase. 2. Potential turning point from 2027 Several analyses point to 2027 as a possible turning point, driven by a combination of increased production and lower investment levels: Bestla is planned to be put into production around 2027, and can contribute to a meaningful increase in total production (often estimated in the order of ~20 %, but with uncertainty related to progress and reservoir development). At the same time, the investment level is expected to decrease after the peak years, which could lead to a significant improvement in free cash flow. 3. Capital allocation and dividend capacity OKEA has communicated a clear prioritization of financial robustness during periods of high CAPEX. The strategy appears to be to optimize the portfolio by realizing values in projects with a longer time horizon, while capital is allocated to fields with a shorter path to cash flow. This strengthens the conditions for resuming dividends, but timing will largely depend on: oil and gas prices project execution (especially Bestla) development in production from mature fields In summary The Mistral sale in isolation is not transformative, but is part of a rational adjustment to a demanding investment period. If the company succeeds with project execution and commodity prices remain supportive, OKEA can gradually approach dividend capacity from the end of 2026 and into 2027.
1 päivä sitten1 päivä sittenHey guys - I am definitely not a pro, so this is nothing other than my opinion, but I want your input on whether I got this right. Checking Q4 a bit more intesively, I actually believe they might be able to pay out a dividend already this quarter - Note how in the AGM-invitation, approval for the board to give out divs is on the agenda again! Couldn't find the info in the actual bond offering document, but Claude AI (which proved pretty useless otherwise) said the current dividend restriction is as follows "Dividend covenant (OKEA05 governs until May 2028): distributions permitted up to 50% of rolling 4-quarter NPAT (net debt position) or 100% of NPAT (net cash position). NPAT includes technical goodwill impairments under OKEA05 terms." Covenant identified as: "Total Bonds [debt?] − Liquid + Tax Payable) / 12-mth rolling EBITDA" -> which guess might be the reason OKEA "Total comprehensive income / loss (-)[after taxes]" as bottom line for their comprehensive income statement, and only gives EBITDA(X) as "alternative measure" on the last pages of their reports. The thing is: This is heavily influenced by impairments. And those impairments you find in Note 12 of the report - the remaining value of their reserves is based off boe-prices for 26 and 27 below 60USD/boe! Now, I recommend everybody to listen to this podcast regarding the confusion with Spot, Forward and Futures prices - https://open.spotify.com/episode/7moJS1OXjpFu0axRiXIQoZ?si=8df010f53fb14b5b Guess yourself what this means for the futures curve up to 2030, even when we get that massive drop from a peace pronouncement (which I sadly don't believe in). And then take a look at the sensitivites box for impairments. for EACH 10% in USD/boe valuation for 26 is going to cause a reversal of impairment by some 92mio USD, 38mio USD for forward brent prices (and on the negative side, a weaker USD/NOK 80,5 per 1.0 NOK). So the way I see it, we'll see a stupidly large positive change in equity eradicating the divident covenant of OKEA05. Company had 250mio USD in cash before the quarter. Furthermore, OKEA05 becomes callable at a set 104,xx% from May on, that save another 5mio USD/quarter in finance costs. Now, they made a "loss" (based on impairment) last year, which prohibits dividend payments by the law, but that can be fixed with an interim balance statement. I also noticed (when looking at DNO around one quarterly) that share price and analyst targets often seem to be based on equity estimates. So that might explain why OKEA has gotten the most buy ratings recently, and they might rise even further. What do you guys think? I also guess we'll se a an average price of around 70-75 boe for Q1 due to crude hedging and low prices for Jan/Feb, if anybody has a different result please feel free to comment.
·1 päivä sittenYou mean they should write up the values to get positive 12-month EBITDA? Statfjord has been the big driver for the write-downs. Don't quite see that happening. The large owners are long-term and I don't quite see why they would push dividends. Q3/Q4 is realistic in my eyes, by that time they should have control/overview of capex for the rest of the year. Theoretically possible with dividends, but why should they push it in today's turbulent market? The dividends will come, and they can be very substantial by '27.·1 päivä sittenYes, they are coming Q3, 26. As said, my intuition is that it's a natural start for dividends. Generally, Okea has been very restrictive and conservative regarding dividends. Not many oil companies with net-cash, so the fact that they haven't paid dividends doesn't mean they couldn't have.
·2 päivää sittenThen Iran closed the Hormuz place again. https://e24.no/internasjonal-oekonomi/i/L43Rd9/iran-sier-de-gjeninnfoerer-restriksjoner-i-hormuzstredet-viser-til-usas-blokade
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2025 Q4 -tulosraportti
77 päivää sitten
‧37 min
1,00 NOK/osake
Viimeisin osinko
0,00%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.
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- ·1 päivä sitten · MuokattuA little about the sale of Mistral regarding the dividend position ..with AI: That's exactly the "case" here! You are absolutely right that this sale is an important piece of the puzzle to get the dividend tap open again. To understand why this is positive in the medium-term picture, we must look at the "wall" of expenses OKEA has faced. Here are the three most important reasons why the Mistral sale (and the strategy in general) points towards dividends: ## **1. The bridge over the "CAPEX-gap" (2025–2026)** OKEA is in a period of unusually high investments (**CAPEX**). They are developing **Bestla** (formerly Brasse) and electrifying **Draugen**. * **2025/2026:** Investments peak (around 3.5–4 billion NOK annually). This is why dividends were put on hold. * **Why the Mistral sale helps:** By selling Mistral to Japex for **30 million dollars**, they not only get cash directly into the bank now, but they also avoid paying their share of the development costs for this field in the coming years. That clears space in the budget. ## **2. The big turning point in 2027** If one looks at the analyses for the medium-term picture, 2027 is the "golden year" for OKEA: * **Production jump:** Bestla is scheduled to start production early in 2027, which is expected to increase OKEA's total production by over **20 %**. * **Lower costs:** While production increases, the investment need falls dramatically (analysts expect a fall of around 30 % in CAPEX from 2025 to 2027). ## **3. The dividend logic** OKEA's Board has been very clear: They *want* to pay dividends, but they prioritize financial solidity while developing new fields. > **The strategy:** Sell off projects that are far in the future (like Mistral) to finance projects that generate money tomorrow (Bestla). > ### **In summary: When will the money come?** Many analysts point out that OKEA could be back in a dividend position during the **second half of 2026 or early 2027**, depending on the oil price. By "cashing in" on the Mistral discovery now, they have secured an important buffer that likely allows them to avoid taking on more expensive debt to complete their projects. That's music to the ears for everyone waiting for quarterly payments to their account. Do you think the OKEA share will be seen as a pure "dividend machine" again once Bestla is operational, or are you concerned that their mature fields (like Statfjord) are declining too quickly in production?·23 t sittenOr this one from a more "sober" model, which is perhaps the most "objective": OKEA: Portfolio adjustment strengthens the path back to dividends The recent sale of the Mistral stake appears to be part of a broader strategy to manage a period of high investment burden and at the same time lay the groundwork for the resumption of dividends in the medium term. 1. Management of high CAPEX (2025–2026) OKEA is in a phase of relatively high investments, particularly related to the development of Bestla (formerly Brasse) and measures at the Draugen field. The investment level in the period 2025–2026 is expected to be high compared to historical figures, which has been a key reason why dividend payments have been paused. The sale of Mistral to Japex for approximately 30 million USD provides a limited direct cash contribution, but more importantly, it reduces future investment commitments and thus improves the company's financial flexibility in a capital-intensive phase. 2. Potential turning point from 2027 Several analyses point to 2027 as a possible turning point, driven by a combination of increased production and lower investment levels: Bestla is planned to be put into production around 2027, and can contribute to a meaningful increase in total production (often estimated in the order of ~20 %, but with uncertainty related to progress and reservoir development). At the same time, the investment level is expected to decrease after the peak years, which could lead to a significant improvement in free cash flow. 3. Capital allocation and dividend capacity OKEA has communicated a clear prioritization of financial robustness during periods of high CAPEX. The strategy appears to be to optimize the portfolio by realizing values in projects with a longer time horizon, while capital is allocated to fields with a shorter path to cash flow. This strengthens the conditions for resuming dividends, but timing will largely depend on: oil and gas prices project execution (especially Bestla) development in production from mature fields In summary The Mistral sale in isolation is not transformative, but is part of a rational adjustment to a demanding investment period. If the company succeeds with project execution and commodity prices remain supportive, OKEA can gradually approach dividend capacity from the end of 2026 and into 2027.
- 1 päivä sitten1 päivä sittenHey guys - I am definitely not a pro, so this is nothing other than my opinion, but I want your input on whether I got this right. Checking Q4 a bit more intesively, I actually believe they might be able to pay out a dividend already this quarter - Note how in the AGM-invitation, approval for the board to give out divs is on the agenda again! Couldn't find the info in the actual bond offering document, but Claude AI (which proved pretty useless otherwise) said the current dividend restriction is as follows "Dividend covenant (OKEA05 governs until May 2028): distributions permitted up to 50% of rolling 4-quarter NPAT (net debt position) or 100% of NPAT (net cash position). NPAT includes technical goodwill impairments under OKEA05 terms." Covenant identified as: "Total Bonds [debt?] − Liquid + Tax Payable) / 12-mth rolling EBITDA" -> which guess might be the reason OKEA "Total comprehensive income / loss (-)[after taxes]" as bottom line for their comprehensive income statement, and only gives EBITDA(X) as "alternative measure" on the last pages of their reports. The thing is: This is heavily influenced by impairments. And those impairments you find in Note 12 of the report - the remaining value of their reserves is based off boe-prices for 26 and 27 below 60USD/boe! Now, I recommend everybody to listen to this podcast regarding the confusion with Spot, Forward and Futures prices - https://open.spotify.com/episode/7moJS1OXjpFu0axRiXIQoZ?si=8df010f53fb14b5b Guess yourself what this means for the futures curve up to 2030, even when we get that massive drop from a peace pronouncement (which I sadly don't believe in). And then take a look at the sensitivites box for impairments. for EACH 10% in USD/boe valuation for 26 is going to cause a reversal of impairment by some 92mio USD, 38mio USD for forward brent prices (and on the negative side, a weaker USD/NOK 80,5 per 1.0 NOK). So the way I see it, we'll see a stupidly large positive change in equity eradicating the divident covenant of OKEA05. Company had 250mio USD in cash before the quarter. Furthermore, OKEA05 becomes callable at a set 104,xx% from May on, that save another 5mio USD/quarter in finance costs. Now, they made a "loss" (based on impairment) last year, which prohibits dividend payments by the law, but that can be fixed with an interim balance statement. I also noticed (when looking at DNO around one quarterly) that share price and analyst targets often seem to be based on equity estimates. So that might explain why OKEA has gotten the most buy ratings recently, and they might rise even further. What do you guys think? I also guess we'll se a an average price of around 70-75 boe for Q1 due to crude hedging and low prices for Jan/Feb, if anybody has a different result please feel free to comment.·1 päivä sittenYou mean they should write up the values to get positive 12-month EBITDA? Statfjord has been the big driver for the write-downs. Don't quite see that happening. The large owners are long-term and I don't quite see why they would push dividends. Q3/Q4 is realistic in my eyes, by that time they should have control/overview of capex for the rest of the year. Theoretically possible with dividends, but why should they push it in today's turbulent market? The dividends will come, and they can be very substantial by '27.·1 päivä sittenYes, they are coming Q3, 26. As said, my intuition is that it's a natural start for dividends. Generally, Okea has been very restrictive and conservative regarding dividends. Not many oil companies with net-cash, so the fact that they haven't paid dividends doesn't mean they couldn't have.
- ·2 päivää sittenThen Iran closed the Hormuz place again. https://e24.no/internasjonal-oekonomi/i/L43Rd9/iran-sier-de-gjeninnfoerer-restriksjoner-i-hormuzstredet-viser-til-usas-blokade
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 |
|---|---|---|---|---|
| 113 | - | - | ||
| 75 | - | - | ||
| 25 | - | - | ||
| 104 | - | - | ||
| 100 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 | ||
Vuosittainen yhtiökokous 2025 13.5.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 |
2025 Q4 -tulosraportti
77 päivää sitten
‧37 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 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 | ||
Vuosittainen yhtiökokous 2025 13.5.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 |
1,00 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sitten · MuokattuA little about the sale of Mistral regarding the dividend position ..with AI: That's exactly the "case" here! You are absolutely right that this sale is an important piece of the puzzle to get the dividend tap open again. To understand why this is positive in the medium-term picture, we must look at the "wall" of expenses OKEA has faced. Here are the three most important reasons why the Mistral sale (and the strategy in general) points towards dividends: ## **1. The bridge over the "CAPEX-gap" (2025–2026)** OKEA is in a period of unusually high investments (**CAPEX**). They are developing **Bestla** (formerly Brasse) and electrifying **Draugen**. * **2025/2026:** Investments peak (around 3.5–4 billion NOK annually). This is why dividends were put on hold. * **Why the Mistral sale helps:** By selling Mistral to Japex for **30 million dollars**, they not only get cash directly into the bank now, but they also avoid paying their share of the development costs for this field in the coming years. That clears space in the budget. ## **2. The big turning point in 2027** If one looks at the analyses for the medium-term picture, 2027 is the "golden year" for OKEA: * **Production jump:** Bestla is scheduled to start production early in 2027, which is expected to increase OKEA's total production by over **20 %**. * **Lower costs:** While production increases, the investment need falls dramatically (analysts expect a fall of around 30 % in CAPEX from 2025 to 2027). ## **3. The dividend logic** OKEA's Board has been very clear: They *want* to pay dividends, but they prioritize financial solidity while developing new fields. > **The strategy:** Sell off projects that are far in the future (like Mistral) to finance projects that generate money tomorrow (Bestla). > ### **In summary: When will the money come?** Many analysts point out that OKEA could be back in a dividend position during the **second half of 2026 or early 2027**, depending on the oil price. By "cashing in" on the Mistral discovery now, they have secured an important buffer that likely allows them to avoid taking on more expensive debt to complete their projects. That's music to the ears for everyone waiting for quarterly payments to their account. Do you think the OKEA share will be seen as a pure "dividend machine" again once Bestla is operational, or are you concerned that their mature fields (like Statfjord) are declining too quickly in production?·23 t sittenOr this one from a more "sober" model, which is perhaps the most "objective": OKEA: Portfolio adjustment strengthens the path back to dividends The recent sale of the Mistral stake appears to be part of a broader strategy to manage a period of high investment burden and at the same time lay the groundwork for the resumption of dividends in the medium term. 1. Management of high CAPEX (2025–2026) OKEA is in a phase of relatively high investments, particularly related to the development of Bestla (formerly Brasse) and measures at the Draugen field. The investment level in the period 2025–2026 is expected to be high compared to historical figures, which has been a key reason why dividend payments have been paused. The sale of Mistral to Japex for approximately 30 million USD provides a limited direct cash contribution, but more importantly, it reduces future investment commitments and thus improves the company's financial flexibility in a capital-intensive phase. 2. Potential turning point from 2027 Several analyses point to 2027 as a possible turning point, driven by a combination of increased production and lower investment levels: Bestla is planned to be put into production around 2027, and can contribute to a meaningful increase in total production (often estimated in the order of ~20 %, but with uncertainty related to progress and reservoir development). At the same time, the investment level is expected to decrease after the peak years, which could lead to a significant improvement in free cash flow. 3. Capital allocation and dividend capacity OKEA has communicated a clear prioritization of financial robustness during periods of high CAPEX. The strategy appears to be to optimize the portfolio by realizing values in projects with a longer time horizon, while capital is allocated to fields with a shorter path to cash flow. This strengthens the conditions for resuming dividends, but timing will largely depend on: oil and gas prices project execution (especially Bestla) development in production from mature fields In summary The Mistral sale in isolation is not transformative, but is part of a rational adjustment to a demanding investment period. If the company succeeds with project execution and commodity prices remain supportive, OKEA can gradually approach dividend capacity from the end of 2026 and into 2027.
- 1 päivä sitten1 päivä sittenHey guys - I am definitely not a pro, so this is nothing other than my opinion, but I want your input on whether I got this right. Checking Q4 a bit more intesively, I actually believe they might be able to pay out a dividend already this quarter - Note how in the AGM-invitation, approval for the board to give out divs is on the agenda again! Couldn't find the info in the actual bond offering document, but Claude AI (which proved pretty useless otherwise) said the current dividend restriction is as follows "Dividend covenant (OKEA05 governs until May 2028): distributions permitted up to 50% of rolling 4-quarter NPAT (net debt position) or 100% of NPAT (net cash position). NPAT includes technical goodwill impairments under OKEA05 terms." Covenant identified as: "Total Bonds [debt?] − Liquid + Tax Payable) / 12-mth rolling EBITDA" -> which guess might be the reason OKEA "Total comprehensive income / loss (-)[after taxes]" as bottom line for their comprehensive income statement, and only gives EBITDA(X) as "alternative measure" on the last pages of their reports. The thing is: This is heavily influenced by impairments. And those impairments you find in Note 12 of the report - the remaining value of their reserves is based off boe-prices for 26 and 27 below 60USD/boe! Now, I recommend everybody to listen to this podcast regarding the confusion with Spot, Forward and Futures prices - https://open.spotify.com/episode/7moJS1OXjpFu0axRiXIQoZ?si=8df010f53fb14b5b Guess yourself what this means for the futures curve up to 2030, even when we get that massive drop from a peace pronouncement (which I sadly don't believe in). And then take a look at the sensitivites box for impairments. for EACH 10% in USD/boe valuation for 26 is going to cause a reversal of impairment by some 92mio USD, 38mio USD for forward brent prices (and on the negative side, a weaker USD/NOK 80,5 per 1.0 NOK). So the way I see it, we'll see a stupidly large positive change in equity eradicating the divident covenant of OKEA05. Company had 250mio USD in cash before the quarter. Furthermore, OKEA05 becomes callable at a set 104,xx% from May on, that save another 5mio USD/quarter in finance costs. Now, they made a "loss" (based on impairment) last year, which prohibits dividend payments by the law, but that can be fixed with an interim balance statement. I also noticed (when looking at DNO around one quarterly) that share price and analyst targets often seem to be based on equity estimates. So that might explain why OKEA has gotten the most buy ratings recently, and they might rise even further. What do you guys think? I also guess we'll se a an average price of around 70-75 boe for Q1 due to crude hedging and low prices for Jan/Feb, if anybody has a different result please feel free to comment.·1 päivä sittenYou mean they should write up the values to get positive 12-month EBITDA? Statfjord has been the big driver for the write-downs. Don't quite see that happening. The large owners are long-term and I don't quite see why they would push dividends. Q3/Q4 is realistic in my eyes, by that time they should have control/overview of capex for the rest of the year. Theoretically possible with dividends, but why should they push it in today's turbulent market? The dividends will come, and they can be very substantial by '27.·1 päivä sittenYes, they are coming Q3, 26. As said, my intuition is that it's a natural start for dividends. Generally, Okea has been very restrictive and conservative regarding dividends. Not many oil companies with net-cash, so the fact that they haven't paid dividends doesn't mean they couldn't have.
- ·2 päivää sittenThen Iran closed the Hormuz place again. https://e24.no/internasjonal-oekonomi/i/L43Rd9/iran-sier-de-gjeninnfoerer-restriksjoner-i-hormuzstredet-viser-til-usas-blokade
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 |
|---|---|---|---|---|
| 113 | - | - | ||
| 75 | - | - | ||
| 25 | - | - | ||
| 104 | - | - | ||
| 100 | - | - |
Välittäjätilasto
Dataa ei löytynyt