2025 Q4 -tulosraportti
Vain PDF
11 päivää sitten
0,25 NOK/osake
Viimeisin osinko
14,31%Tuotto/v
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
2 000
Myynti
Määrä
9 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 346 | - | - | ||
| 352 | - | - | ||
| 910 | - | - | ||
| 596 | - | - | ||
| 355 | - | - |
Ylin
18,88VWAP
Alin
18,52VaihtoMäärä
10,6 565 715
VWAP
Ylin
18,88Alin
18,52VaihtoMäärä
10,6 565 715
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 9.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 8.8.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·11 t sittenDVDs largest shareholder Harald Moræus-Hanssen (via Uthalden) has according to the latest list bought 200,000 shares (total 10,863,299), while Hortulan AS (Simen Thorsen, cousin of Ketil Skorstad, ex Solon Eiendom, billionaire, serial board member) has bought 172,743 (total 2,199,994), and shipowner Axel Camillo Eitzen has traded 45,000 (total 400,000). On the seller's side, Camaca AS (investor Hermann Refsum Flinder) has divested 510,891 shares (total 1,664,111). Otherwise, not such massive movements among the top 50, but perhaps worth noting that Østlandske Pensjonistboliger has acquired 200,000 shares (total 777,017). Happy weekend! 🙂🍻
·2 päivää sitten · MuokattuI see that many refer to the sale of the rig in Deep Value Driller AS to Saipem as a "giveaway" at 300mUSD. Can you (e.g. @hjortebassen, arnie35, eurobonus) substantiate the claims more concretely? What is this based on, specifically? For example, can you refer to specific precedent transactions for similar drillships that implicitly suggest a value for DVD of 350mUSD or more? References to "Valaris/Transocean" are fine, but without concrete transactions, years, specifications, and prices, the basis becomes thin. Valaris probably has 13 drillships, so if you back out those at approx 350m USD, there won't be much left for the jackups. Even at 300m USD for the ships, there's probably only 1.9bn USD left for almost 30 jackups (if you take out a marker pen and the back of a lunch napkin). That sounds little. Therefore, I don't quite understand the reference to this transaction. I agree that the sale of the rig appears underpriced relative to an optimistic view of the rig market. I also understand that many are disappointed. BUT, Premise: Sale price = USD 272.5m "Real value" according to several here = ~USD 400m Implied "given away value" = ~USD 100–130m (~1 bn NOK) Then shouldn't everyone who believes this is a giveaway price aggressively load up on shares at these levels? If you don't, you implicitly imply yourselves in practice that you don't believe in your own valuation. If there is ~1 bn NOK in potential added value in the company, why isn't there a bid? It should be obviously attractive for an industrial player to buy control before closing, or approval from the boards Feb 25th? You probably only need a little over 47m shares to oust the board and thus the agreement. One cannot both believe that 100m USD has been given away and at the same time believe that the share is not attractive at these levels. I am tempted to buy more if I see evidence of >350m USD value for the ship. But maybe I see it differently? Please feel free to engage. Note: this is not investment advice.
·1 päivä sittenRef. Soap bubbles or soap boiler, I don't have good enough references for potential market prices for similar ships. What I base my assessments on here has been that the ship is upgraded and delivers, and that a new similar ship costs enormously much today, I would guess approx 700-800mUSD. What I am most disappointed about is that the sales price was lower than the option. I was actually reasonably satisfied with 300mill, but when the dollar is and possibly becomes weakened, it turned out a bit worse than hoped. I bought shares based on believing 22kr was a safe exit value. I don't quite understand everything you're saying. That one should buy more if one believes the value is over 350mill? There's probably little chance of that when 272.5 has been agreed. Now Saipem is supposedly going to approve this first, but I would be surprised if they withdraw.
·2 päivää sittenSo then it will be 0.25kr until July? Then in July dividend 21kr and farewell dvd? Is that how to understand it?
·2 päivää sittenHow will the dollar exchange rate affect sales?·2 päivää sittenaccording to the message, the sale price is 272.5millUSD, and debt is also in USD, so this reduces the risk a bit because of that. If one has hedged excess dollars, it does not affect the sales amount. The scenario until July/Aug is that the dollar is anywhere from 9-10kr (9.50 today); every 10 øre weakening will lead to approx 20 øre lower final consideration.
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
Vain PDF
11 päivää sitten
0,25 NOK/osake
Viimeisin osinko
14,31%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
- ·11 t sittenDVDs largest shareholder Harald Moræus-Hanssen (via Uthalden) has according to the latest list bought 200,000 shares (total 10,863,299), while Hortulan AS (Simen Thorsen, cousin of Ketil Skorstad, ex Solon Eiendom, billionaire, serial board member) has bought 172,743 (total 2,199,994), and shipowner Axel Camillo Eitzen has traded 45,000 (total 400,000). On the seller's side, Camaca AS (investor Hermann Refsum Flinder) has divested 510,891 shares (total 1,664,111). Otherwise, not such massive movements among the top 50, but perhaps worth noting that Østlandske Pensjonistboliger has acquired 200,000 shares (total 777,017). Happy weekend! 🙂🍻
- ·2 päivää sitten · MuokattuI see that many refer to the sale of the rig in Deep Value Driller AS to Saipem as a "giveaway" at 300mUSD. Can you (e.g. @hjortebassen, arnie35, eurobonus) substantiate the claims more concretely? What is this based on, specifically? For example, can you refer to specific precedent transactions for similar drillships that implicitly suggest a value for DVD of 350mUSD or more? References to "Valaris/Transocean" are fine, but without concrete transactions, years, specifications, and prices, the basis becomes thin. Valaris probably has 13 drillships, so if you back out those at approx 350m USD, there won't be much left for the jackups. Even at 300m USD for the ships, there's probably only 1.9bn USD left for almost 30 jackups (if you take out a marker pen and the back of a lunch napkin). That sounds little. Therefore, I don't quite understand the reference to this transaction. I agree that the sale of the rig appears underpriced relative to an optimistic view of the rig market. I also understand that many are disappointed. BUT, Premise: Sale price = USD 272.5m "Real value" according to several here = ~USD 400m Implied "given away value" = ~USD 100–130m (~1 bn NOK) Then shouldn't everyone who believes this is a giveaway price aggressively load up on shares at these levels? If you don't, you implicitly imply yourselves in practice that you don't believe in your own valuation. If there is ~1 bn NOK in potential added value in the company, why isn't there a bid? It should be obviously attractive for an industrial player to buy control before closing, or approval from the boards Feb 25th? You probably only need a little over 47m shares to oust the board and thus the agreement. One cannot both believe that 100m USD has been given away and at the same time believe that the share is not attractive at these levels. I am tempted to buy more if I see evidence of >350m USD value for the ship. But maybe I see it differently? Please feel free to engage. Note: this is not investment advice.·1 päivä sittenRef. Soap bubbles or soap boiler, I don't have good enough references for potential market prices for similar ships. What I base my assessments on here has been that the ship is upgraded and delivers, and that a new similar ship costs enormously much today, I would guess approx 700-800mUSD. What I am most disappointed about is that the sales price was lower than the option. I was actually reasonably satisfied with 300mill, but when the dollar is and possibly becomes weakened, it turned out a bit worse than hoped. I bought shares based on believing 22kr was a safe exit value. I don't quite understand everything you're saying. That one should buy more if one believes the value is over 350mill? There's probably little chance of that when 272.5 has been agreed. Now Saipem is supposedly going to approve this first, but I would be surprised if they withdraw.
- ·2 päivää sittenSo then it will be 0.25kr until July? Then in July dividend 21kr and farewell dvd? Is that how to understand it?·2 päivää sittenHow will the dollar exchange rate affect sales?·2 päivää sittenaccording to the message, the sale price is 272.5millUSD, and debt is also in USD, so this reduces the risk a bit because of that. If one has hedged excess dollars, it does not affect the sales amount. The scenario until July/Aug is that the dollar is anywhere from 9-10kr (9.50 today); every 10 øre weakening will lead to approx 20 øre lower final consideration.
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
Euronext Growth Oslo
Määrä
Osto
2 000
Myynti
Määrä
9 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 346 | - | - | ||
| 352 | - | - | ||
| 910 | - | - | ||
| 596 | - | - | ||
| 355 | - | - |
Ylin
18,88VWAP
Alin
18,52VaihtoMäärä
10,6 565 715
VWAP
Ylin
18,88Alin
18,52VaihtoMäärä
10,6 565 715
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 9.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 8.8.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
2025 Q4 -tulosraportti
Vain PDF
11 päivää sitten
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: Quartr| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 9.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 8.8.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
0,25 NOK/osake
Viimeisin osinko
14,31%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·11 t sittenDVDs largest shareholder Harald Moræus-Hanssen (via Uthalden) has according to the latest list bought 200,000 shares (total 10,863,299), while Hortulan AS (Simen Thorsen, cousin of Ketil Skorstad, ex Solon Eiendom, billionaire, serial board member) has bought 172,743 (total 2,199,994), and shipowner Axel Camillo Eitzen has traded 45,000 (total 400,000). On the seller's side, Camaca AS (investor Hermann Refsum Flinder) has divested 510,891 shares (total 1,664,111). Otherwise, not such massive movements among the top 50, but perhaps worth noting that Østlandske Pensjonistboliger has acquired 200,000 shares (total 777,017). Happy weekend! 🙂🍻
- ·2 päivää sitten · MuokattuI see that many refer to the sale of the rig in Deep Value Driller AS to Saipem as a "giveaway" at 300mUSD. Can you (e.g. @hjortebassen, arnie35, eurobonus) substantiate the claims more concretely? What is this based on, specifically? For example, can you refer to specific precedent transactions for similar drillships that implicitly suggest a value for DVD of 350mUSD or more? References to "Valaris/Transocean" are fine, but without concrete transactions, years, specifications, and prices, the basis becomes thin. Valaris probably has 13 drillships, so if you back out those at approx 350m USD, there won't be much left for the jackups. Even at 300m USD for the ships, there's probably only 1.9bn USD left for almost 30 jackups (if you take out a marker pen and the back of a lunch napkin). That sounds little. Therefore, I don't quite understand the reference to this transaction. I agree that the sale of the rig appears underpriced relative to an optimistic view of the rig market. I also understand that many are disappointed. BUT, Premise: Sale price = USD 272.5m "Real value" according to several here = ~USD 400m Implied "given away value" = ~USD 100–130m (~1 bn NOK) Then shouldn't everyone who believes this is a giveaway price aggressively load up on shares at these levels? If you don't, you implicitly imply yourselves in practice that you don't believe in your own valuation. If there is ~1 bn NOK in potential added value in the company, why isn't there a bid? It should be obviously attractive for an industrial player to buy control before closing, or approval from the boards Feb 25th? You probably only need a little over 47m shares to oust the board and thus the agreement. One cannot both believe that 100m USD has been given away and at the same time believe that the share is not attractive at these levels. I am tempted to buy more if I see evidence of >350m USD value for the ship. But maybe I see it differently? Please feel free to engage. Note: this is not investment advice.·1 päivä sittenRef. Soap bubbles or soap boiler, I don't have good enough references for potential market prices for similar ships. What I base my assessments on here has been that the ship is upgraded and delivers, and that a new similar ship costs enormously much today, I would guess approx 700-800mUSD. What I am most disappointed about is that the sales price was lower than the option. I was actually reasonably satisfied with 300mill, but when the dollar is and possibly becomes weakened, it turned out a bit worse than hoped. I bought shares based on believing 22kr was a safe exit value. I don't quite understand everything you're saying. That one should buy more if one believes the value is over 350mill? There's probably little chance of that when 272.5 has been agreed. Now Saipem is supposedly going to approve this first, but I would be surprised if they withdraw.
- ·2 päivää sittenSo then it will be 0.25kr until July? Then in July dividend 21kr and farewell dvd? Is that how to understand it?·2 päivää sittenHow will the dollar exchange rate affect sales?·2 päivää sittenaccording to the message, the sale price is 272.5millUSD, and debt is also in USD, so this reduces the risk a bit because of that. If one has hedged excess dollars, it does not affect the sales amount. The scenario until July/Aug is that the dollar is anywhere from 9-10kr (9.50 today); every 10 øre weakening will lead to approx 20 øre lower final consideration.
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
Euronext Growth Oslo
Määrä
Osto
2 000
Myynti
Määrä
9 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 346 | - | - | ||
| 352 | - | - | ||
| 910 | - | - | ||
| 596 | - | - | ||
| 355 | - | - |
Ylin
18,88VWAP
Alin
18,52VaihtoMäärä
10,6 565 715
VWAP
Ylin
18,88Alin
18,52VaihtoMäärä
10,6 565 715
Välittäjätilasto
Dataa ei löytynyt