2025 Q4 -tulosraportti
76 päivää sitten
‧37 min
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Oslo Børs
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-
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-
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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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 |
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17 t sitten17 t 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.
·13 t 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 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- ·2 päivää sittenTrump: US blockade of Iran continues PUBLISHED AT 15:37 IN THE MIDDLE EAST WAR The USA will continue its blockade of Iranian ports, even if the Strait of Hormuz reopens. This is stated by US President Donald Trump. – The Strait of Hormuz is completely open and ready for commercial activity and full passage, but the port blockade will persist with full force as it only applies to Iran, says Trump in a post on Truth Social. He writes that the blockade will persist until an agreement with Iran is 100 percent ready. (NTB)
·2 päivää sittenPort master Trump now has a monopoly on the strait and will deny Iran passage. China must ask nicely and pay a fee to usa.
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2025 Q4 -tulosraportti
76 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 17 t sitten17 t 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.·13 t 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 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
- ·2 päivää sittenTrump: US blockade of Iran continues PUBLISHED AT 15:37 IN THE MIDDLE EAST WAR The USA will continue its blockade of Iranian ports, even if the Strait of Hormuz reopens. This is stated by US President Donald Trump. – The Strait of Hormuz is completely open and ready for commercial activity and full passage, but the port blockade will persist with full force as it only applies to Iran, says Trump in a post on Truth Social. He writes that the blockade will persist until an agreement with Iran is 100 percent ready. (NTB)·2 päivää sittenPort master Trump now has a monopoly on the strait and will deny Iran passage. China must ask nicely and pay a fee to usa.
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 |
|---|---|---|---|---|
| - | - | - | - |
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
76 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
- 17 t sitten17 t 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.·13 t 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 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
- ·2 päivää sittenTrump: US blockade of Iran continues PUBLISHED AT 15:37 IN THE MIDDLE EAST WAR The USA will continue its blockade of Iranian ports, even if the Strait of Hormuz reopens. This is stated by US President Donald Trump. – The Strait of Hormuz is completely open and ready for commercial activity and full passage, but the port blockade will persist with full force as it only applies to Iran, says Trump in a post on Truth Social. He writes that the blockade will persist until an agreement with Iran is 100 percent ready. (NTB)·2 päivää sittenPort master Trump now has a monopoly on the strait and will deny Iran passage. China must ask nicely and pay a fee to usa.
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 |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt