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 |
|---|---|---|---|---|
| 2 102 | - | - | ||
| 723 | - | - | ||
| 170 | - | - | ||
| 522 | - | - | ||
| 66 | - | - |
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
·9 t 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
·4 t sittenGood. The oil price rises over 3% today but the dollar falls a little.·2 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.
·13 t sittenWhat do we think further about this stock?·11 t 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!
·16 t sittenInteresting about the impact when the difference between Brent - "paper price" and "physical" price differs so much, this with AI: You are absolutely right. Collaboration in licenses (Joint Ventures) and the logistics around **"lifting"** (when the oil is actually loaded into a tanker) is perhaps the biggest factor that makes companies' financial statements look different from what the spot price would suggest. Here are the three most important reasons why this complicates the picture: ## 1. "The Lifting Lottery" OKEA and their partners produce oil every day, but they don't sell it every day. The oil is stored on the field (e.g., on an FPSO like Draugen) until there is enough to fill an entire tanker. * **Large portions:** A typical cargo can be several hundred thousand barrels. * **Timing is everything:** If OKEA has its "turn" to collect oil exactly in a week where the physical price peaks at 120 dollars, they get that price for *entire* cargo. * **Luck and bad luck:** If the neighbor in the license (e.g., Equinor or Petoro) had their turn the week before when the price was 100 dollars, the two partners will report completely different sales prices for the same quarter, even though they produced the same oil from the same well. ## 2. The Pricing Window (Pricing Window) The price is not set only at the moment the hose is connected to the ship. Usually, a formula based on **Dated Brent** is used in a specific time window around the loading. * It can be the average price for 5 days *before* loading, or 5 days *after*. * In a market like now, where the price fluctuates by 5–10 dollars from day to day due to crisis headlines, a couple of days' difference in when the ship leaves the quay can amount to millions of kroner for a company like OKEA. ## 3. Overlift and Underlift (Overlift/Underlift) Since one owns percentages in a field (e.g., OKEA owns 44.5 % of Draugen), it is mathematically impossible for all partners to collect exactly their share every time. * **Underlift:** If OKEA has produced a lot of oil, but has not yet collected its share by ship, they have a "claim" on oil. This is recorded in the financial statements at a certain value (often production cost or market price). * **Overlift:** If they collect a full tanker that is more than what they actually own at that moment, they have to "borrow" oil from the partners. Then they must book a debt that is to be settled later – and the price of this settlement activity can vary. ### Why this is especially important for OKEA For a giant like **Equinor**, this evens out. They have so many cargoes all the time that they get the "average". For **OKEA**, which is a smaller company, a single "lifting" can constitute a massive part of the quarterly income. > **Example:** If they have a planned large collection at Draugen at the end of March, but the ship is delayed by two days due to bad weather and tips over into April, the entire income (and the high price) will be moved from the first to the second quarter in the financial statements. > **In summary:** The physical price of 120 dollars is what they *get* when they lift, but it is the logistics and the "schedule" in the license that determine exactly when they get to cash in. Do you follow the OKEA stock closely, or are you most interested in the mechanisms themselves in the oil market now that it is so extreme?- ·1 päivä sitten·9 t sitten · MuokattuThanks. The oil price has given a technical sell signal but the experts believe the price will surge to one hundred and twenty.
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
- ·9 t 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·4 t sittenGood. The oil price rises over 3% today but the dollar falls a little.·2 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.
- ·13 t sittenWhat do we think further about this stock?·11 t 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!
- ·16 t sittenInteresting about the impact when the difference between Brent - "paper price" and "physical" price differs so much, this with AI: You are absolutely right. Collaboration in licenses (Joint Ventures) and the logistics around **"lifting"** (when the oil is actually loaded into a tanker) is perhaps the biggest factor that makes companies' financial statements look different from what the spot price would suggest. Here are the three most important reasons why this complicates the picture: ## 1. "The Lifting Lottery" OKEA and their partners produce oil every day, but they don't sell it every day. The oil is stored on the field (e.g., on an FPSO like Draugen) until there is enough to fill an entire tanker. * **Large portions:** A typical cargo can be several hundred thousand barrels. * **Timing is everything:** If OKEA has its "turn" to collect oil exactly in a week where the physical price peaks at 120 dollars, they get that price for *entire* cargo. * **Luck and bad luck:** If the neighbor in the license (e.g., Equinor or Petoro) had their turn the week before when the price was 100 dollars, the two partners will report completely different sales prices for the same quarter, even though they produced the same oil from the same well. ## 2. The Pricing Window (Pricing Window) The price is not set only at the moment the hose is connected to the ship. Usually, a formula based on **Dated Brent** is used in a specific time window around the loading. * It can be the average price for 5 days *before* loading, or 5 days *after*. * In a market like now, where the price fluctuates by 5–10 dollars from day to day due to crisis headlines, a couple of days' difference in when the ship leaves the quay can amount to millions of kroner for a company like OKEA. ## 3. Overlift and Underlift (Overlift/Underlift) Since one owns percentages in a field (e.g., OKEA owns 44.5 % of Draugen), it is mathematically impossible for all partners to collect exactly their share every time. * **Underlift:** If OKEA has produced a lot of oil, but has not yet collected its share by ship, they have a "claim" on oil. This is recorded in the financial statements at a certain value (often production cost or market price). * **Overlift:** If they collect a full tanker that is more than what they actually own at that moment, they have to "borrow" oil from the partners. Then they must book a debt that is to be settled later – and the price of this settlement activity can vary. ### Why this is especially important for OKEA For a giant like **Equinor**, this evens out. They have so many cargoes all the time that they get the "average". For **OKEA**, which is a smaller company, a single "lifting" can constitute a massive part of the quarterly income. > **Example:** If they have a planned large collection at Draugen at the end of March, but the ship is delayed by two days due to bad weather and tips over into April, the entire income (and the high price) will be moved from the first to the second quarter in the financial statements. > **In summary:** The physical price of 120 dollars is what they *get* when they lift, but it is the logistics and the "schedule" in the license that determine exactly when they get to cash in. Do you follow the OKEA stock closely, or are you most interested in the mechanisms themselves in the oil market now that it is so extreme?
- ·1 päivä sitten·9 t sitten · MuokattuThanks. The oil price has given a technical sell signal but the experts believe the price will surge to one hundred and twenty.
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 |
|---|---|---|---|---|
| 2 102 | - | - | ||
| 723 | - | - | ||
| 170 | - | - | ||
| 522 | - | - | ||
| 66 | - | - |
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
- ·9 t 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·4 t sittenGood. The oil price rises over 3% today but the dollar falls a little.·2 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.
- ·13 t sittenWhat do we think further about this stock?·11 t 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!
- ·16 t sittenInteresting about the impact when the difference between Brent - "paper price" and "physical" price differs so much, this with AI: You are absolutely right. Collaboration in licenses (Joint Ventures) and the logistics around **"lifting"** (when the oil is actually loaded into a tanker) is perhaps the biggest factor that makes companies' financial statements look different from what the spot price would suggest. Here are the three most important reasons why this complicates the picture: ## 1. "The Lifting Lottery" OKEA and their partners produce oil every day, but they don't sell it every day. The oil is stored on the field (e.g., on an FPSO like Draugen) until there is enough to fill an entire tanker. * **Large portions:** A typical cargo can be several hundred thousand barrels. * **Timing is everything:** If OKEA has its "turn" to collect oil exactly in a week where the physical price peaks at 120 dollars, they get that price for *entire* cargo. * **Luck and bad luck:** If the neighbor in the license (e.g., Equinor or Petoro) had their turn the week before when the price was 100 dollars, the two partners will report completely different sales prices for the same quarter, even though they produced the same oil from the same well. ## 2. The Pricing Window (Pricing Window) The price is not set only at the moment the hose is connected to the ship. Usually, a formula based on **Dated Brent** is used in a specific time window around the loading. * It can be the average price for 5 days *before* loading, or 5 days *after*. * In a market like now, where the price fluctuates by 5–10 dollars from day to day due to crisis headlines, a couple of days' difference in when the ship leaves the quay can amount to millions of kroner for a company like OKEA. ## 3. Overlift and Underlift (Overlift/Underlift) Since one owns percentages in a field (e.g., OKEA owns 44.5 % of Draugen), it is mathematically impossible for all partners to collect exactly their share every time. * **Underlift:** If OKEA has produced a lot of oil, but has not yet collected its share by ship, they have a "claim" on oil. This is recorded in the financial statements at a certain value (often production cost or market price). * **Overlift:** If they collect a full tanker that is more than what they actually own at that moment, they have to "borrow" oil from the partners. Then they must book a debt that is to be settled later – and the price of this settlement activity can vary. ### Why this is especially important for OKEA For a giant like **Equinor**, this evens out. They have so many cargoes all the time that they get the "average". For **OKEA**, which is a smaller company, a single "lifting" can constitute a massive part of the quarterly income. > **Example:** If they have a planned large collection at Draugen at the end of March, but the ship is delayed by two days due to bad weather and tips over into April, the entire income (and the high price) will be moved from the first to the second quarter in the financial statements. > **In summary:** The physical price of 120 dollars is what they *get* when they lift, but it is the logistics and the "schedule" in the license that determine exactly when they get to cash in. Do you follow the OKEA stock closely, or are you most interested in the mechanisms themselves in the oil market now that it is so extreme?
- ·1 päivä sitten·9 t sitten · MuokattuThanks. The oil price has given a technical sell signal but the experts believe the price will surge to one hundred and twenty.
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 |
|---|---|---|---|---|
| 2 102 | - | - | ||
| 723 | - | - | ||
| 170 | - | - | ||
| 522 | - | - | ||
| 66 | - | - |
Välittäjätilasto
Dataa ei löytynyt