2026 Q2 -tulosraportti
UUTTA
5 päivää sitten
‧29 min
1,00 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·7 t sittenIt's good to be in a stock that will increase production by 30 percent in 2027. And when Trumf also manages to talk the oil price up, by talking about tariffs to get the boat through the Holmuzstredet. So if there is peace down there, you will either pay Usa or Iran. It will probably take a long time to get peace down there. And it will be expensive to get oil from there, with expensive insurance, and expensive crew, they will probably want good pay to risk their lives.
·3 päivää sittenI have done some calculations with the help of perplexity. This should be at 60kr within 1 year if oil prices remain around this level +-15% and if okea itself manages: 1. Production: deliver within the guidance of 29–32 kboepd in 2026 and 39–43 kboepd in 2027, partly by getting Garn West South into operation, Bestla into production early 2027 and Talisker West by the end of 2027. Capex: stay approximately within 300–360 MUSD in 2026 and 230–290 MUSD in 2027 without major cost overruns. Impairments: avoid new large impairments that undermine confidence, especially on Statfjord and Draugen. Capital culture: when the investment boom eases, start communicating a clear policy for dividends/buybacks – the market likes companies that show how cash flow will return to shareholders. So, roughly speaking, three things are required simultaneously: 1) oil and gas prices at least in the range of 75–90 USD Brent over time, 2) that OKEA delivers close to its production guidance, and 3) that the market accepts a valuation of approximately 2–3 times normalized free cash flow instead of today's extremely low multiple. Comments? Do you see greater risks in production disruption?
It seems as if the market is even slower to react now than before, almost indifferent.
·17.7.New price targets Arctic 44kr and buy, DnB Carnegie 52kr and buy. Insider trading by board member and IEA fear of global energy crisis within a few weeks.
We just have to prepare ourselves to sit with the stock until they start with dividends. But I bet we will get the opportunity to sell with profit before then for those who wish it. The interest in the smaller oil stocks goes in waves and is not so easy to understand at times. But the fundamental always wins in the end.
·16.7. · MuokattuHave a feeling that the disappointment over postponed dividend overshadows what is a great report. Expect a rebound when the figures and report are digested. Much indicates that the company communicates that dividend is approaching, When there are two nice insider purchases around 31 kr that are just reported, it points in the same direction.It's quite possible people are disappointed about the lack of dividend, but then those are not people who pay much attention. Okea is technically not in a position to pay a dividend now due to a debt covenant concerning rolling 12-month profit. For my part, I became optimistic when Birte mentioned, even unprompted, that they would be in a position to pay a dividend after the next quarter when Q3-25 is rolled out.
·16.7.What's so bad about this report today? I think it looks very fine🙂 but I'm no expert! I took the chance and bought more for 30.75, as I believe it's a good price👌
The terms of the one bond loan do not allow okea to pay dividends now. The condition is positive net profit for the last 12mnd (is around 0 now due to previous write-downs) Am quite sure that dividend will be reintroduced by q3. Then the sale of the Mistral share also kicks in, normal production and pleasant prices, especially for the gas which is also not hedged as low as the oil.
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.
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.
2026 Q2 -tulosraportti
UUTTA
5 päivää sitten
‧29 min
1,00 NOK/osake
Viimeisin osinko
0,00%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
Kirjaudu
- ·7 t sittenIt's good to be in a stock that will increase production by 30 percent in 2027. And when Trumf also manages to talk the oil price up, by talking about tariffs to get the boat through the Holmuzstredet. So if there is peace down there, you will either pay Usa or Iran. It will probably take a long time to get peace down there. And it will be expensive to get oil from there, with expensive insurance, and expensive crew, they will probably want good pay to risk their lives.
- ·3 päivää sittenI have done some calculations with the help of perplexity. This should be at 60kr within 1 year if oil prices remain around this level +-15% and if okea itself manages: 1. Production: deliver within the guidance of 29–32 kboepd in 2026 and 39–43 kboepd in 2027, partly by getting Garn West South into operation, Bestla into production early 2027 and Talisker West by the end of 2027. Capex: stay approximately within 300–360 MUSD in 2026 and 230–290 MUSD in 2027 without major cost overruns. Impairments: avoid new large impairments that undermine confidence, especially on Statfjord and Draugen. Capital culture: when the investment boom eases, start communicating a clear policy for dividends/buybacks – the market likes companies that show how cash flow will return to shareholders. So, roughly speaking, three things are required simultaneously: 1) oil and gas prices at least in the range of 75–90 USD Brent over time, 2) that OKEA delivers close to its production guidance, and 3) that the market accepts a valuation of approximately 2–3 times normalized free cash flow instead of today's extremely low multiple. Comments? Do you see greater risks in production disruption?It seems as if the market is even slower to react now than before, almost indifferent.
- ·17.7.New price targets Arctic 44kr and buy, DnB Carnegie 52kr and buy. Insider trading by board member and IEA fear of global energy crisis within a few weeks.We just have to prepare ourselves to sit with the stock until they start with dividends. But I bet we will get the opportunity to sell with profit before then for those who wish it. The interest in the smaller oil stocks goes in waves and is not so easy to understand at times. But the fundamental always wins in the end.
- ·16.7. · MuokattuHave a feeling that the disappointment over postponed dividend overshadows what is a great report. Expect a rebound when the figures and report are digested. Much indicates that the company communicates that dividend is approaching, When there are two nice insider purchases around 31 kr that are just reported, it points in the same direction.It's quite possible people are disappointed about the lack of dividend, but then those are not people who pay much attention. Okea is technically not in a position to pay a dividend now due to a debt covenant concerning rolling 12-month profit. For my part, I became optimistic when Birte mentioned, even unprompted, that they would be in a position to pay a dividend after the next quarter when Q3-25 is rolled out.
- ·16.7.What's so bad about this report today? I think it looks very fine🙂 but I'm no expert! I took the chance and bought more for 30.75, as I believe it's a good price👌The terms of the one bond loan do not allow okea to pay dividends now. The condition is positive net profit for the last 12mnd (is around 0 now due to previous write-downs) Am quite sure that dividend will be reintroduced by q3. Then the sale of the Mistral share also kicks in, normal production and pleasant prices, especially for the gas which is also not hedged as low as the oil.
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
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
2026 Q2 -tulosraportti
UUTTA
5 päivää sitten
‧29 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 3.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
1,00 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenIt's good to be in a stock that will increase production by 30 percent in 2027. And when Trumf also manages to talk the oil price up, by talking about tariffs to get the boat through the Holmuzstredet. So if there is peace down there, you will either pay Usa or Iran. It will probably take a long time to get peace down there. And it will be expensive to get oil from there, with expensive insurance, and expensive crew, they will probably want good pay to risk their lives.
- ·3 päivää sittenI have done some calculations with the help of perplexity. This should be at 60kr within 1 year if oil prices remain around this level +-15% and if okea itself manages: 1. Production: deliver within the guidance of 29–32 kboepd in 2026 and 39–43 kboepd in 2027, partly by getting Garn West South into operation, Bestla into production early 2027 and Talisker West by the end of 2027. Capex: stay approximately within 300–360 MUSD in 2026 and 230–290 MUSD in 2027 without major cost overruns. Impairments: avoid new large impairments that undermine confidence, especially on Statfjord and Draugen. Capital culture: when the investment boom eases, start communicating a clear policy for dividends/buybacks – the market likes companies that show how cash flow will return to shareholders. So, roughly speaking, three things are required simultaneously: 1) oil and gas prices at least in the range of 75–90 USD Brent over time, 2) that OKEA delivers close to its production guidance, and 3) that the market accepts a valuation of approximately 2–3 times normalized free cash flow instead of today's extremely low multiple. Comments? Do you see greater risks in production disruption?It seems as if the market is even slower to react now than before, almost indifferent.
- ·17.7.New price targets Arctic 44kr and buy, DnB Carnegie 52kr and buy. Insider trading by board member and IEA fear of global energy crisis within a few weeks.We just have to prepare ourselves to sit with the stock until they start with dividends. But I bet we will get the opportunity to sell with profit before then for those who wish it. The interest in the smaller oil stocks goes in waves and is not so easy to understand at times. But the fundamental always wins in the end.
- ·16.7. · MuokattuHave a feeling that the disappointment over postponed dividend overshadows what is a great report. Expect a rebound when the figures and report are digested. Much indicates that the company communicates that dividend is approaching, When there are two nice insider purchases around 31 kr that are just reported, it points in the same direction.It's quite possible people are disappointed about the lack of dividend, but then those are not people who pay much attention. Okea is technically not in a position to pay a dividend now due to a debt covenant concerning rolling 12-month profit. For my part, I became optimistic when Birte mentioned, even unprompted, that they would be in a position to pay a dividend after the next quarter when Q3-25 is rolled out.
- ·16.7.What's so bad about this report today? I think it looks very fine🙂 but I'm no expert! I took the chance and bought more for 30.75, as I believe it's a good price👌The terms of the one bond loan do not allow okea to pay dividends now. The condition is positive net profit for the last 12mnd (is around 0 now due to previous write-downs) Am quite sure that dividend will be reintroduced by q3. Then the sale of the Mistral share also kicks in, normal production and pleasant prices, especially for the gas which is also not hedged as low as the oil.
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
Ei dataa
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.
Välittäjätilasto
Dataa ei löytynyt