2026 Q1 -tulosraportti
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90 päivää sitten
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
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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 Q2 -tulosraportti 13.8. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 9.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 8.8.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 |
Asiakkaat katsoivat myös
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Liity keskusteluun Nordnet Socialissa
Kirjaudu
·16 t sittenSimen Thorsen (Hortulan) increases with new 50,000 shares in DVD (total now 2,400,000).- ·3 päivää sittenSimen Thorsen, cousin of Ketil Skorstad, ex Solon Eiendom, billionaire, serial board member etc., has through his company Hortulan bought 50,000 shares (total 2,350,000). Next week (13.08, q2-report) we will hopefully get some clarifications regarding handover etc for the company. 🙂🍻
What do you think will come out in Q2 on Thursday, will we get everything on the table or will it still be a bit cryptic and little info... exciting 
·7.8.I have looked a bit closer at Deep Value Driller after the sale of the rig was announced, and feel it is actually a pretty good case. Since the company practically becomes a cash company after the transaction, I have tried to value it based on NAV. I arrive at the following: • Sale of the rig: USD 300 mill. • Cash: USD 8.4 mill. • Other cash equivalents: USD 5.9 mill. • Estimated Q2 cash flow: USD 8.9 mill. (I have simply assumed approximately the same cash flow as in Q1) Total estimated cash at the end of Q2: USD 323.3 mill. Subtract debt: • Long-term debt: USD 97.2 mill. • Other debt: USD 2.5 mill. Then I arrive at an equity value of approximately USD 223.5 mill. With USD/NOK 9.63 and 93.5 million shares, I get an estimated NAV of around 23 kroner per share. With today's share price, that corresponds to approximately 10–11 % upside. Some thoughts: • The Q2 report is coming in less than a week, so that will be exciting. I hope we get an updated cash balance, a status on the sales process, and perhaps information about dividends. • The rig has been in Singapore for the last 3–4 weeks, which I assume is related to the handover to the new owners. I have not included any extra cash flow related to this, so I hope my estimate is relatively conservative. • The biggest risk as I see it is not the value of the rig, but any delays or unforeseen costs leading up to closing. As well as the USD/NOK rate Have others looked at this? It seems like one can get a good Risk / Reward on capital here.
Have you deducted the dividend that was paid out in Q2? 60øre probably amounts to approx 6mill USD in deduction from cash flow. The USD exchange rate probably looks to be around 9,50. You have 9,63, do you think they have hedged the dollar a bit higher? Am unsure how July revenues are if it covers costs until sale. I had as low as 21 on NAV but hadn't thought about cash holding so have had to adjust myself upwards to 22. That's probably roughly what one ends up with if 60øre dividend and a lower dollar exchange rate compared to your assessment of 23. I was a bit quick (possibly stupid) and sold approx 1/3 (10000 shares) at 21 because I didn't think that there was cash holding in the company- ·7.8.Investor Egil Wickstrand Iversen has (via the company Glaamene Industrier AS) sold 50,005 shares in DVD, now holds 511,187 in total.
·6.8.Deep Value Driller AS is currently trading at NOK 21.00. I think this is an interesting stock with a NAV discount and small downside. They have agreed to sell their drilling vessel to Eldorado Drilling for MUSD 300, of which they have already received MUSD 70. The remainder of the sale amount will be received during Q3 2026 (estimated). My base case is based on them selling the vessel and the proceeds from the sale being distributed to shareholders. If one assumes they sell the vessel, pay capital gains tax (approx. 5%), and distribute dividends, I arrive at a value of NOK 23.9 per share (based on today's USD). In addition, the company shell will probably also have a value of +/- NOK 2.0. In total, this amounts to NOK 25.9 per share, 23.3% up from today's price. Considering the small downside here, I think it's a good risk/reward. Previously, it was naturally worth a discount due to the size and liquidity of the share, but given that the asset value is soon to be realized, this looks exciting. Has anyone done similar calculations? These are just my own estimates, not a recommendation.The ship is therefore sold (not if), it is the time for handover that remains. Ok and + compensation etc. Anyway, good weekend! 🙂🍻
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.
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.
2026 Q1 -tulosraportti
Vain PDF
90 päivää sitten
0,20 NOK/osake
Viimeisin osinko
10,60%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·16 t sittenSimen Thorsen (Hortulan) increases with new 50,000 shares in DVD (total now 2,400,000).
- ·3 päivää sittenSimen Thorsen, cousin of Ketil Skorstad, ex Solon Eiendom, billionaire, serial board member etc., has through his company Hortulan bought 50,000 shares (total 2,350,000). Next week (13.08, q2-report) we will hopefully get some clarifications regarding handover etc for the company. 🙂🍻What do you think will come out in Q2 on Thursday, will we get everything on the table or will it still be a bit cryptic and little info... exciting
- ·7.8.I have looked a bit closer at Deep Value Driller after the sale of the rig was announced, and feel it is actually a pretty good case. Since the company practically becomes a cash company after the transaction, I have tried to value it based on NAV. I arrive at the following: • Sale of the rig: USD 300 mill. • Cash: USD 8.4 mill. • Other cash equivalents: USD 5.9 mill. • Estimated Q2 cash flow: USD 8.9 mill. (I have simply assumed approximately the same cash flow as in Q1) Total estimated cash at the end of Q2: USD 323.3 mill. Subtract debt: • Long-term debt: USD 97.2 mill. • Other debt: USD 2.5 mill. Then I arrive at an equity value of approximately USD 223.5 mill. With USD/NOK 9.63 and 93.5 million shares, I get an estimated NAV of around 23 kroner per share. With today's share price, that corresponds to approximately 10–11 % upside. Some thoughts: • The Q2 report is coming in less than a week, so that will be exciting. I hope we get an updated cash balance, a status on the sales process, and perhaps information about dividends. • The rig has been in Singapore for the last 3–4 weeks, which I assume is related to the handover to the new owners. I have not included any extra cash flow related to this, so I hope my estimate is relatively conservative. • The biggest risk as I see it is not the value of the rig, but any delays or unforeseen costs leading up to closing. As well as the USD/NOK rate Have others looked at this? It seems like one can get a good Risk / Reward on capital here.Have you deducted the dividend that was paid out in Q2? 60øre probably amounts to approx 6mill USD in deduction from cash flow. The USD exchange rate probably looks to be around 9,50. You have 9,63, do you think they have hedged the dollar a bit higher? Am unsure how July revenues are if it covers costs until sale. I had as low as 21 on NAV but hadn't thought about cash holding so have had to adjust myself upwards to 22. That's probably roughly what one ends up with if 60øre dividend and a lower dollar exchange rate compared to your assessment of 23. I was a bit quick (possibly stupid) and sold approx 1/3 (10000 shares) at 21 because I didn't think that there was cash holding in the company
- ·7.8.Investor Egil Wickstrand Iversen has (via the company Glaamene Industrier AS) sold 50,005 shares in DVD, now holds 511,187 in total.
- ·6.8.Deep Value Driller AS is currently trading at NOK 21.00. I think this is an interesting stock with a NAV discount and small downside. They have agreed to sell their drilling vessel to Eldorado Drilling for MUSD 300, of which they have already received MUSD 70. The remainder of the sale amount will be received during Q3 2026 (estimated). My base case is based on them selling the vessel and the proceeds from the sale being distributed to shareholders. If one assumes they sell the vessel, pay capital gains tax (approx. 5%), and distribute dividends, I arrive at a value of NOK 23.9 per share (based on today's USD). In addition, the company shell will probably also have a value of +/- NOK 2.0. In total, this amounts to NOK 25.9 per share, 23.3% up from today's price. Considering the small downside here, I think it's a good risk/reward. Previously, it was naturally worth a discount due to the size and liquidity of the share, but given that the asset value is soon to be realized, this looks exciting. Has anyone done similar calculations? These are just my own estimates, not a recommendation.The ship is therefore sold (not if), it is the time for handover that remains. Ok and + compensation etc. Anyway, good weekend! 🙂🍻
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 Q2 -tulosraportti 13.8. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 9.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 8.8.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
90 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 | |
|---|---|
2026 Q2 -tulosraportti 13.8. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 9.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 8.8.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 |
0,20 NOK/osake
Viimeisin osinko
10,60%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·16 t sittenSimen Thorsen (Hortulan) increases with new 50,000 shares in DVD (total now 2,400,000).
- ·3 päivää sittenSimen Thorsen, cousin of Ketil Skorstad, ex Solon Eiendom, billionaire, serial board member etc., has through his company Hortulan bought 50,000 shares (total 2,350,000). Next week (13.08, q2-report) we will hopefully get some clarifications regarding handover etc for the company. 🙂🍻What do you think will come out in Q2 on Thursday, will we get everything on the table or will it still be a bit cryptic and little info... exciting
- ·7.8.I have looked a bit closer at Deep Value Driller after the sale of the rig was announced, and feel it is actually a pretty good case. Since the company practically becomes a cash company after the transaction, I have tried to value it based on NAV. I arrive at the following: • Sale of the rig: USD 300 mill. • Cash: USD 8.4 mill. • Other cash equivalents: USD 5.9 mill. • Estimated Q2 cash flow: USD 8.9 mill. (I have simply assumed approximately the same cash flow as in Q1) Total estimated cash at the end of Q2: USD 323.3 mill. Subtract debt: • Long-term debt: USD 97.2 mill. • Other debt: USD 2.5 mill. Then I arrive at an equity value of approximately USD 223.5 mill. With USD/NOK 9.63 and 93.5 million shares, I get an estimated NAV of around 23 kroner per share. With today's share price, that corresponds to approximately 10–11 % upside. Some thoughts: • The Q2 report is coming in less than a week, so that will be exciting. I hope we get an updated cash balance, a status on the sales process, and perhaps information about dividends. • The rig has been in Singapore for the last 3–4 weeks, which I assume is related to the handover to the new owners. I have not included any extra cash flow related to this, so I hope my estimate is relatively conservative. • The biggest risk as I see it is not the value of the rig, but any delays or unforeseen costs leading up to closing. As well as the USD/NOK rate Have others looked at this? It seems like one can get a good Risk / Reward on capital here.Have you deducted the dividend that was paid out in Q2? 60øre probably amounts to approx 6mill USD in deduction from cash flow. The USD exchange rate probably looks to be around 9,50. You have 9,63, do you think they have hedged the dollar a bit higher? Am unsure how July revenues are if it covers costs until sale. I had as low as 21 on NAV but hadn't thought about cash holding so have had to adjust myself upwards to 22. That's probably roughly what one ends up with if 60øre dividend and a lower dollar exchange rate compared to your assessment of 23. I was a bit quick (possibly stupid) and sold approx 1/3 (10000 shares) at 21 because I didn't think that there was cash holding in the company
- ·7.8.Investor Egil Wickstrand Iversen has (via the company Glaamene Industrier AS) sold 50,005 shares in DVD, now holds 511,187 in total.
- ·6.8.Deep Value Driller AS is currently trading at NOK 21.00. I think this is an interesting stock with a NAV discount and small downside. They have agreed to sell their drilling vessel to Eldorado Drilling for MUSD 300, of which they have already received MUSD 70. The remainder of the sale amount will be received during Q3 2026 (estimated). My base case is based on them selling the vessel and the proceeds from the sale being distributed to shareholders. If one assumes they sell the vessel, pay capital gains tax (approx. 5%), and distribute dividends, I arrive at a value of NOK 23.9 per share (based on today's USD). In addition, the company shell will probably also have a value of +/- NOK 2.0. In total, this amounts to NOK 25.9 per share, 23.3% up from today's price. Considering the small downside here, I think it's a good risk/reward. Previously, it was naturally worth a discount due to the size and liquidity of the share, but given that the asset value is soon to be realized, this looks exciting. Has anyone done similar calculations? These are just my own estimates, not a recommendation.The ship is therefore sold (not if), it is the time for handover that remains. Ok and + compensation etc. Anyway, good weekend! 🙂🍻
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