2025 Q4 -tulosraportti
70 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 |
|---|---|---|---|---|
| 435 | - | - | ||
| 108 | - | - | ||
| 344 | - | - | ||
| 144 | - | - | ||
| 58 | - | - |
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
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 t sittenGetting a 40% increase in price target from the agency that has been most cautious with its price targets for OKEA, while the assumption that there will be a peace agreement during the month is included, is fantastic. Then the downside is very limited and the upside is wildly good. Also remember that we got a price target of 50 many Hormuz-closed weeks ago. I look forward to the earnings presentation at the end of the month and not least to hear what they say about further production and how much of this they have hedged going forward.
·2 t sitten · MuokattuAgree with you on that - hehe + that it is the only oil company that has a buy recommendation. That indicates that the company is still undervalued, as I have long believed….- ·6 t sitten · MuokattuToday's price target from ABG at 42kr: I don't quite understand how they arrive at such a low figure for Okea. This corresponds to approximately 3x earnings after tax in one year if we assume an oil price of 75USD/fat and a lifting cost of approx 20USD/fat -> 55USD/fat x 32.000fat/dag x 365d/år x 22% (100%-78% tax) What has not been included in the calculation here are all the other positive upsides of the company, especially the tax advantage when Bestla comes into production. This will then generate 10.000fat/dag on Okea's bottom line, which corresponds to approx 2Mrd/år for approx 1-2 years before they have to pay tax on the production. Am I completely off track here?
- ·1 päivä sitten · MuokattuHere Sindre Heyerdal gave a good Picture of the situation. He says that tankers most often do not go faster than bicycle speed, and that it often takes 40-50 days from Hormuz to the receiving terminal. That's precisely where we'll be soon. And that means it will quickly take just as long for the vessels to arrive once it is opened. With a prolonged closure in addition, this will go from high to very high price. https://tv.vg.no/video/361703?utm_source=iosapp&utm_medium=share
·19 t sittenGood. The oil price rises over 3% today but the dollar falls a little.·17 t sittenYes, the oil price fluctuates all the time, but net up so far this week. There is substance in the upside signals with Hormuz closed, inventories in the process of being emptied, and then there is the psychological downside signal, where Trump's talk about Iran's desire for a deal is essential. The difficult things remain to be agreed upon, and threats go both ways in the meantime. The financial aspect will have to follow the physical prices soon. Where it takes 40-50 days to transport oil from Hormuz, there will practically be missing deliveries from now soon until the earliest turn of the month May/June. Then one can add the closing time from now to this. The inventories around are either empty or well drawn down, but the fleet that at any given time is carrying cargo on its way to its destination, is also a very large combined inventory. But that inventory is almost absent now. It is basically now that this situation is seriously beginning. Previously we have heard about how this will be if the strait is kept closed. Now we are at the point where it is about to materialize like this. How long Iran can endure being shut in with its oil I do not know, and whether there will be more attempts at diplomacy or if it is challenged against the US blockade will be exciting to see. 
·1 päivä sittenWhat do we think further about this stock?·1 päivä sittenI think this is a good place to be. OKEA has revenues that far exceed previous expectations, both on the oil and gas side. In addition, we have the continued closure of Hormuz, which is more entrenched than one would think after such a long time. This is Iran's strongest weapon, which they are reluctant to let go of. While Trump goes for TACO, they go for NACHO (not accepting his offer). A double blockade could force a reaction, but it's a tough way – it takes time. Trump hates to lose face, and doesn't get his way. I find it difficult to see anything other than the situation escalating before it finds its solution. The forward curve for oil has risen for many years ahead, making it possible to hedge at higher levels than for a long time. For now, the physical price is approximately 120 and the nearest forwards are slightly over 100, but continued closure will become more serious than it has been. Boats have been en route and there have been some reserves to draw upon. These reserves are now diminishing. OKEA also has a significant capacity increase ahead, when Bestla comes into operation. The write-up of the Talisker reserves that was recently reported expects the break-even cost to be under 10 dollar per barrel for the Brage field. That will be very lucrative!
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
70 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
- ·2 t sittenGetting a 40% increase in price target from the agency that has been most cautious with its price targets for OKEA, while the assumption that there will be a peace agreement during the month is included, is fantastic. Then the downside is very limited and the upside is wildly good. Also remember that we got a price target of 50 many Hormuz-closed weeks ago. I look forward to the earnings presentation at the end of the month and not least to hear what they say about further production and how much of this they have hedged going forward.·2 t sitten · MuokattuAgree with you on that - hehe + that it is the only oil company that has a buy recommendation. That indicates that the company is still undervalued, as I have long believed….
- ·6 t sitten · MuokattuToday's price target from ABG at 42kr: I don't quite understand how they arrive at such a low figure for Okea. This corresponds to approximately 3x earnings after tax in one year if we assume an oil price of 75USD/fat and a lifting cost of approx 20USD/fat -> 55USD/fat x 32.000fat/dag x 365d/år x 22% (100%-78% tax) What has not been included in the calculation here are all the other positive upsides of the company, especially the tax advantage when Bestla comes into production. This will then generate 10.000fat/dag on Okea's bottom line, which corresponds to approx 2Mrd/år for approx 1-2 years before they have to pay tax on the production. Am I completely off track here?
- ·1 päivä sitten · MuokattuHere Sindre Heyerdal gave a good Picture of the situation. He says that tankers most often do not go faster than bicycle speed, and that it often takes 40-50 days from Hormuz to the receiving terminal. That's precisely where we'll be soon. And that means it will quickly take just as long for the vessels to arrive once it is opened. With a prolonged closure in addition, this will go from high to very high price. https://tv.vg.no/video/361703?utm_source=iosapp&utm_medium=share·19 t sittenGood. The oil price rises over 3% today but the dollar falls a little.·17 t sittenYes, the oil price fluctuates all the time, but net up so far this week. There is substance in the upside signals with Hormuz closed, inventories in the process of being emptied, and then there is the psychological downside signal, where Trump's talk about Iran's desire for a deal is essential. The difficult things remain to be agreed upon, and threats go both ways in the meantime. The financial aspect will have to follow the physical prices soon. Where it takes 40-50 days to transport oil from Hormuz, there will practically be missing deliveries from now soon until the earliest turn of the month May/June. Then one can add the closing time from now to this. The inventories around are either empty or well drawn down, but the fleet that at any given time is carrying cargo on its way to its destination, is also a very large combined inventory. But that inventory is almost absent now. It is basically now that this situation is seriously beginning. Previously we have heard about how this will be if the strait is kept closed. Now we are at the point where it is about to materialize like this. How long Iran can endure being shut in with its oil I do not know, and whether there will be more attempts at diplomacy or if it is challenged against the US blockade will be exciting to see.
- ·1 päivä sittenWhat do we think further about this stock?·1 päivä sittenI think this is a good place to be. OKEA has revenues that far exceed previous expectations, both on the oil and gas side. In addition, we have the continued closure of Hormuz, which is more entrenched than one would think after such a long time. This is Iran's strongest weapon, which they are reluctant to let go of. While Trump goes for TACO, they go for NACHO (not accepting his offer). A double blockade could force a reaction, but it's a tough way – it takes time. Trump hates to lose face, and doesn't get his way. I find it difficult to see anything other than the situation escalating before it finds its solution. The forward curve for oil has risen for many years ahead, making it possible to hedge at higher levels than for a long time. For now, the physical price is approximately 120 and the nearest forwards are slightly over 100, but continued closure will become more serious than it has been. Boats have been en route and there have been some reserves to draw upon. These reserves are now diminishing. OKEA also has a significant capacity increase ahead, when Bestla comes into operation. The write-up of the Talisker reserves that was recently reported expects the break-even cost to be under 10 dollar per barrel for the Brage field. That will be very lucrative!
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 |
|---|---|---|---|---|
| 435 | - | - | ||
| 108 | - | - | ||
| 344 | - | - | ||
| 144 | - | - | ||
| 58 | - | - |
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
70 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
- ·2 t sittenGetting a 40% increase in price target from the agency that has been most cautious with its price targets for OKEA, while the assumption that there will be a peace agreement during the month is included, is fantastic. Then the downside is very limited and the upside is wildly good. Also remember that we got a price target of 50 many Hormuz-closed weeks ago. I look forward to the earnings presentation at the end of the month and not least to hear what they say about further production and how much of this they have hedged going forward.·2 t sitten · MuokattuAgree with you on that - hehe + that it is the only oil company that has a buy recommendation. That indicates that the company is still undervalued, as I have long believed….
- ·6 t sitten · MuokattuToday's price target from ABG at 42kr: I don't quite understand how they arrive at such a low figure for Okea. This corresponds to approximately 3x earnings after tax in one year if we assume an oil price of 75USD/fat and a lifting cost of approx 20USD/fat -> 55USD/fat x 32.000fat/dag x 365d/år x 22% (100%-78% tax) What has not been included in the calculation here are all the other positive upsides of the company, especially the tax advantage when Bestla comes into production. This will then generate 10.000fat/dag on Okea's bottom line, which corresponds to approx 2Mrd/år for approx 1-2 years before they have to pay tax on the production. Am I completely off track here?
- ·1 päivä sitten · MuokattuHere Sindre Heyerdal gave a good Picture of the situation. He says that tankers most often do not go faster than bicycle speed, and that it often takes 40-50 days from Hormuz to the receiving terminal. That's precisely where we'll be soon. And that means it will quickly take just as long for the vessels to arrive once it is opened. With a prolonged closure in addition, this will go from high to very high price. https://tv.vg.no/video/361703?utm_source=iosapp&utm_medium=share·19 t sittenGood. The oil price rises over 3% today but the dollar falls a little.·17 t sittenYes, the oil price fluctuates all the time, but net up so far this week. There is substance in the upside signals with Hormuz closed, inventories in the process of being emptied, and then there is the psychological downside signal, where Trump's talk about Iran's desire for a deal is essential. The difficult things remain to be agreed upon, and threats go both ways in the meantime. The financial aspect will have to follow the physical prices soon. Where it takes 40-50 days to transport oil from Hormuz, there will practically be missing deliveries from now soon until the earliest turn of the month May/June. Then one can add the closing time from now to this. The inventories around are either empty or well drawn down, but the fleet that at any given time is carrying cargo on its way to its destination, is also a very large combined inventory. But that inventory is almost absent now. It is basically now that this situation is seriously beginning. Previously we have heard about how this will be if the strait is kept closed. Now we are at the point where it is about to materialize like this. How long Iran can endure being shut in with its oil I do not know, and whether there will be more attempts at diplomacy or if it is challenged against the US blockade will be exciting to see.
- ·1 päivä sittenWhat do we think further about this stock?·1 päivä sittenI think this is a good place to be. OKEA has revenues that far exceed previous expectations, both on the oil and gas side. In addition, we have the continued closure of Hormuz, which is more entrenched than one would think after such a long time. This is Iran's strongest weapon, which they are reluctant to let go of. While Trump goes for TACO, they go for NACHO (not accepting his offer). A double blockade could force a reaction, but it's a tough way – it takes time. Trump hates to lose face, and doesn't get his way. I find it difficult to see anything other than the situation escalating before it finds its solution. The forward curve for oil has risen for many years ahead, making it possible to hedge at higher levels than for a long time. For now, the physical price is approximately 120 and the nearest forwards are slightly over 100, but continued closure will become more serious than it has been. Boats have been en route and there have been some reserves to draw upon. These reserves are now diminishing. OKEA also has a significant capacity increase ahead, when Bestla comes into operation. The write-up of the Talisker reserves that was recently reported expects the break-even cost to be under 10 dollar per barrel for the Brage field. That will be very lucrative!
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 |
|---|---|---|---|---|
| 435 | - | - | ||
| 108 | - | - | ||
| 344 | - | - | ||
| 144 | - | - | ||
| 58 | - | - |
Välittäjätilasto
Dataa ei löytynyt