2026 Q2 -tulosraportti
39 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: 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
·2 päivää sitten
DNO, which is co-owner of both Brage (14.3%) and Bestla (39.3%), can quickly become a tough competitor for Lime's stakes here. They have aggressively turned back to the Norwegian sector again, most recently with the large acquisitions from Sval Energi, and after a very strong Q2 result, they have plenty of cash. Since OKEA and DNO already own exactly the same amount in Bestla (39.3% each), whoever buys Lime's 17% will move up to over 56% control. Perhaps they are currently in the "chamber" discussing a 50/50 split of Lime's pot to preserve the balance of power and avoid a costly bidding war? The operational cooperation is already in place.
·19.8.What do you think about the dividend here? It has been said that they wish to give dividends eventually, right? It probably won't be quarterly right away? I am looking for stocks with quarterly dividends and there aren't many of them. I have DOFG which is absolutely fantastic, but I wish I had another one....
If the sale of Mistral goes through as planned, I think 1nok is realistic in q3 and q4. Without problems/delays on the developments at Brage, 2nok (or more) per quarter from 2027 is completely realistic. Quite possible they have a somewhat more defensive strategy in the first quarters of 27. Provided that the oil price does not drop far below 75usd per barrel and that capex increases dramatically due to new developments etc.
·19.8.SB1M goes from buy to neutral
- ·17.8. · MuokattuThere is a significant misrepresentation in the energy market when low crude oil prices are used as proof of good supply. High prices for gasoline, diesel, and jet fuel reveal that real demand in the end market is strong, while margins are pushed up by bottlenecks in refinery capacity. The reason Brent Spot has remained low is that the supply side has been artificially subsidized through continuous depletion of oil inventories. This has acted as a shock absorber, concealing the underlying deficit between current production and consumption. This tactic's expiration date is rapidly approaching. It is becoming increasingly difficult to downgrade what are considered critical minimum levels before infrastructure is physically impacted. When inventory depletion must stop, the crude oil market loses its shock absorber. Refineries will then be forced into a pure bidding war for actual current production, and this will cause a sudden and sharp price jump.
My analysis too... World refining capacity has sharply decreased, both in the short and medium term. Many refineries are affected in both the Middle East and Russia. This means that many of the inventory draws have been refined products in addition to crude oil. We are likely facing a period where sharply rising crude oil prices combined with decreasing product availability can slingshot oil, gasoline, and diesel to new heights. In addition, all transport routes are challenged, and longer, so time from purchase to delivery increases. Oil companies, tank refinery and distribution must "grant" themselves larger margins to stem a short squeeze. Within about a year, we could easily see oil prices up towards 150-170 dollars a barrel as I see it, almost regardless of whether the wars in Ukraine or the Middle East cease. It is in the Eastern Hemisphere, while North and South America have sufficient access to both oil and refining capacity within reasonable distance.
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
39 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
- ·2 päivää sittenDNO, which is co-owner of both Brage (14.3%) and Bestla (39.3%), can quickly become a tough competitor for Lime's stakes here. They have aggressively turned back to the Norwegian sector again, most recently with the large acquisitions from Sval Energi, and after a very strong Q2 result, they have plenty of cash. Since OKEA and DNO already own exactly the same amount in Bestla (39.3% each), whoever buys Lime's 17% will move up to over 56% control. Perhaps they are currently in the "chamber" discussing a 50/50 split of Lime's pot to preserve the balance of power and avoid a costly bidding war? The operational cooperation is already in place.
- ·19.8.What do you think about the dividend here? It has been said that they wish to give dividends eventually, right? It probably won't be quarterly right away? I am looking for stocks with quarterly dividends and there aren't many of them. I have DOFG which is absolutely fantastic, but I wish I had another one....If the sale of Mistral goes through as planned, I think 1nok is realistic in q3 and q4. Without problems/delays on the developments at Brage, 2nok (or more) per quarter from 2027 is completely realistic. Quite possible they have a somewhat more defensive strategy in the first quarters of 27. Provided that the oil price does not drop far below 75usd per barrel and that capex increases dramatically due to new developments etc.
- ·19.8.SB1M goes from buy to neutral
- ·17.8. · MuokattuThere is a significant misrepresentation in the energy market when low crude oil prices are used as proof of good supply. High prices for gasoline, diesel, and jet fuel reveal that real demand in the end market is strong, while margins are pushed up by bottlenecks in refinery capacity. The reason Brent Spot has remained low is that the supply side has been artificially subsidized through continuous depletion of oil inventories. This has acted as a shock absorber, concealing the underlying deficit between current production and consumption. This tactic's expiration date is rapidly approaching. It is becoming increasingly difficult to downgrade what are considered critical minimum levels before infrastructure is physically impacted. When inventory depletion must stop, the crude oil market loses its shock absorber. Refineries will then be forced into a pure bidding war for actual current production, and this will cause a sudden and sharp price jump.My analysis too... World refining capacity has sharply decreased, both in the short and medium term. Many refineries are affected in both the Middle East and Russia. This means that many of the inventory draws have been refined products in addition to crude oil. We are likely facing a period where sharply rising crude oil prices combined with decreasing product availability can slingshot oil, gasoline, and diesel to new heights. In addition, all transport routes are challenged, and longer, so time from purchase to delivery increases. Oil companies, tank refinery and distribution must "grant" themselves larger margins to stem a short squeeze. Within about a year, we could easily see oil prices up towards 150-170 dollars a barrel as I see it, almost regardless of whether the wars in Ukraine or the Middle East cease. It is in the Eastern Hemisphere, while North and South America have sufficient access to both oil and refining capacity within reasonable distance.
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: 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
39 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: 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
- ·2 päivää sittenDNO, which is co-owner of both Brage (14.3%) and Bestla (39.3%), can quickly become a tough competitor for Lime's stakes here. They have aggressively turned back to the Norwegian sector again, most recently with the large acquisitions from Sval Energi, and after a very strong Q2 result, they have plenty of cash. Since OKEA and DNO already own exactly the same amount in Bestla (39.3% each), whoever buys Lime's 17% will move up to over 56% control. Perhaps they are currently in the "chamber" discussing a 50/50 split of Lime's pot to preserve the balance of power and avoid a costly bidding war? The operational cooperation is already in place.
- ·19.8.What do you think about the dividend here? It has been said that they wish to give dividends eventually, right? It probably won't be quarterly right away? I am looking for stocks with quarterly dividends and there aren't many of them. I have DOFG which is absolutely fantastic, but I wish I had another one....If the sale of Mistral goes through as planned, I think 1nok is realistic in q3 and q4. Without problems/delays on the developments at Brage, 2nok (or more) per quarter from 2027 is completely realistic. Quite possible they have a somewhat more defensive strategy in the first quarters of 27. Provided that the oil price does not drop far below 75usd per barrel and that capex increases dramatically due to new developments etc.
- ·19.8.SB1M goes from buy to neutral
- ·17.8. · MuokattuThere is a significant misrepresentation in the energy market when low crude oil prices are used as proof of good supply. High prices for gasoline, diesel, and jet fuel reveal that real demand in the end market is strong, while margins are pushed up by bottlenecks in refinery capacity. The reason Brent Spot has remained low is that the supply side has been artificially subsidized through continuous depletion of oil inventories. This has acted as a shock absorber, concealing the underlying deficit between current production and consumption. This tactic's expiration date is rapidly approaching. It is becoming increasingly difficult to downgrade what are considered critical minimum levels before infrastructure is physically impacted. When inventory depletion must stop, the crude oil market loses its shock absorber. Refineries will then be forced into a pure bidding war for actual current production, and this will cause a sudden and sharp price jump.My analysis too... World refining capacity has sharply decreased, both in the short and medium term. Many refineries are affected in both the Middle East and Russia. This means that many of the inventory draws have been refined products in addition to crude oil. We are likely facing a period where sharply rising crude oil prices combined with decreasing product availability can slingshot oil, gasoline, and diesel to new heights. In addition, all transport routes are challenged, and longer, so time from purchase to delivery increases. Oil companies, tank refinery and distribution must "grant" themselves larger margins to stem a short squeeze. Within about a year, we could easily see oil prices up towards 150-170 dollars a barrel as I see it, almost regardless of whether the wars in Ukraine or the Middle East cease. It is in the Eastern Hemisphere, while North and South America have sufficient access to both oil and refining capacity within reasonable distance.
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