2026 Q1 -tulosraportti
Äänite tulossa
1 päivä sitten
0,20 NOK/osake
Viimeisin osinko
11,69%Tuotto/v
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 159 | - | - | ||
| 1 182 | - | - | ||
| 677 | - | - | ||
| 1 473 | - | - | ||
| 9 061 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| 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
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·13 t sittenThis is a very interesting Q1 report for Deep Value Driller AS, because it practically shows the transition from an “operating company with high debt” to a company approaching a pure settlement/liquidation case after the sale to Eldorado. Some key points that stand out: ⸻ 1. The big change: USD 70m prepayment is now on the balance sheet This is the most important item in the entire report. They have received: * USD 70m upfront from Eldorado * recognized as: * Cash: USD 85.4m * offsetting entry: * Prepayment from customers: USD 70.2m This means: * the money is in the account * but legally it is still “locked” * therefore classified as restricted cash Important detail: “The prepayment of 70 million USD will become available for the Group’s use upon delivery of the drillship” In other words: * DVD cannot use this money freely yet * it will only be released upon closing/takeover ⸻ 2. The debt situation is gradually improving Interest-bearing debt: * Q4 2025: USD 101.4m * Q1 2026: USD 97.2m Repayment: * USD 4.167m per quarter This is important because: * equity is still low * but enterprise value is steadily strengthening towards the sale ⸻ 3. EBITDA is still very strong Q1 EBITDA: * USD 11.7m Operations are therefore still performing very well. The interesting thing is: * the Indonesia operation seems to be delivering stably * no signs of major downtime * operational cost is actually lower than many feared ⸻ 4. The result is weaker than Q1 2025 — but not dramatically Q1 2025: * Profit before tax: * USD 6.84m Q1 2026: * USD 4.87m Reasons: * lower day rate * less “other income” * still high depreciation But this actually means little now because: * the equity case is driven by: * the sales value of USD 300m * debt repayment * possible distribution to shareholders ⸻ 5. Perhaps the most important line in the entire report “The remaining USD 230m will be paid when the drillship is delivered” This confirms: * closing is still expected * no indication of problems * no impairment * no “material uncertainty” * no hint of renegotiation This is very positive. ⸻ 6. Book value vs sales value Carrying amount of the rig: * USD 87.1m Sales price: * USD 300m This means enormous surplus value that has not yet been realized in the financial statements. Potential gain upon closing could be very large. ⸻ 7. The restricted cash note is extremely important This tells a lot about the probability of closing. If Eldorado has already: * sent USD 70m cash * locked the amount in the agreement structure ...then it is usually a sign of: * high degree of commitment * financing in place * low probability of collapse Not a guarantee — but a significantly positive signal. ⸻ 8. Dividend capacity / possible value per share 93.5m shares. Rough model: Upon closing: Sale: * USD 300m Less debt: * ~USD 90–95m upon closing Net: * ~USD 205m Add: * ongoing operations until closing * any additional EBITDA * less tax/costs Then one quickly approaches: * USD 210–220m net value Per share: * ~USD 2.25–2.35 * at USD/NOK 10: * approx. NOK 22–23+ And this is before considering: * interest on escrow * further operations * any tax optimization ⸻ 9. The most bullish thing in the report The most bullish thing is actually not the numbers. It's the tone. There are: * no warnings * no «subject to financing» * no new risk formulations * no mention of problems in Indonesia * no hint of delays On the contrary: * operations are described as “excellent” * sale process still seems on track ⸻ 10. Things the market will still follow closely A) Closing time They now say: * “2nd half of 2026” The market will want: * more concrete timing ⸻ B) What happens with the surplus capital? This is the key question. Will they: * pay extraordinary dividend? * liquidate? * reinvest? * make a new rig deal? This is what will probably drive the share price further. ⸻ My assessment of the report This report: * further reduces the risk in the case * strengthens the probability of closing * shows that operations still generate significant cash * confirms that the balance sheet will soon be totally transformed It looks more and more like an: * “event-driven cash realization case” ...than a traditional rig company. And the market will probably start to price: 1. probability of closing 2. expected distribution per share 3. time to payout 4. tax structure 5. what management actually intends to do after closing·12 t sittenThe contract with Saipem expires on July 31, 2026.
·15 t sittenNot much new (as usual) in Q1 figures from DVD. Or?
·15 t sittenSparebank1 now estimates there is 21,5 kr per share remaining, with sales value and bareboat until July. They have then accounted for 5 mill dollar in break up-cost.
·8.5.When the sale approaches and there's some buzz about it, people realize that this is money lying on the street 💵💰- ·8.5.DVDs largest shareholder Harald Moræus-Hanssen (via Uthalden) buys 100,000 shares (total 11,573,599). Otherwise, Glaamene Industrier (Egil Wickstrand Iversen, investor, among others associated with Songa and Awilco) has in the last month or so sold down from just over 1 mill shares to 633,247 according to a recent update.
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
Äänite tulossa
1 päivä sitten
0,20 NOK/osake
Viimeisin osinko
11,69%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
- ·13 t sittenThis is a very interesting Q1 report for Deep Value Driller AS, because it practically shows the transition from an “operating company with high debt” to a company approaching a pure settlement/liquidation case after the sale to Eldorado. Some key points that stand out: ⸻ 1. The big change: USD 70m prepayment is now on the balance sheet This is the most important item in the entire report. They have received: * USD 70m upfront from Eldorado * recognized as: * Cash: USD 85.4m * offsetting entry: * Prepayment from customers: USD 70.2m This means: * the money is in the account * but legally it is still “locked” * therefore classified as restricted cash Important detail: “The prepayment of 70 million USD will become available for the Group’s use upon delivery of the drillship” In other words: * DVD cannot use this money freely yet * it will only be released upon closing/takeover ⸻ 2. The debt situation is gradually improving Interest-bearing debt: * Q4 2025: USD 101.4m * Q1 2026: USD 97.2m Repayment: * USD 4.167m per quarter This is important because: * equity is still low * but enterprise value is steadily strengthening towards the sale ⸻ 3. EBITDA is still very strong Q1 EBITDA: * USD 11.7m Operations are therefore still performing very well. The interesting thing is: * the Indonesia operation seems to be delivering stably * no signs of major downtime * operational cost is actually lower than many feared ⸻ 4. The result is weaker than Q1 2025 — but not dramatically Q1 2025: * Profit before tax: * USD 6.84m Q1 2026: * USD 4.87m Reasons: * lower day rate * less “other income” * still high depreciation But this actually means little now because: * the equity case is driven by: * the sales value of USD 300m * debt repayment * possible distribution to shareholders ⸻ 5. Perhaps the most important line in the entire report “The remaining USD 230m will be paid when the drillship is delivered” This confirms: * closing is still expected * no indication of problems * no impairment * no “material uncertainty” * no hint of renegotiation This is very positive. ⸻ 6. Book value vs sales value Carrying amount of the rig: * USD 87.1m Sales price: * USD 300m This means enormous surplus value that has not yet been realized in the financial statements. Potential gain upon closing could be very large. ⸻ 7. The restricted cash note is extremely important This tells a lot about the probability of closing. If Eldorado has already: * sent USD 70m cash * locked the amount in the agreement structure ...then it is usually a sign of: * high degree of commitment * financing in place * low probability of collapse Not a guarantee — but a significantly positive signal. ⸻ 8. Dividend capacity / possible value per share 93.5m shares. Rough model: Upon closing: Sale: * USD 300m Less debt: * ~USD 90–95m upon closing Net: * ~USD 205m Add: * ongoing operations until closing * any additional EBITDA * less tax/costs Then one quickly approaches: * USD 210–220m net value Per share: * ~USD 2.25–2.35 * at USD/NOK 10: * approx. NOK 22–23+ And this is before considering: * interest on escrow * further operations * any tax optimization ⸻ 9. The most bullish thing in the report The most bullish thing is actually not the numbers. It's the tone. There are: * no warnings * no «subject to financing» * no new risk formulations * no mention of problems in Indonesia * no hint of delays On the contrary: * operations are described as “excellent” * sale process still seems on track ⸻ 10. Things the market will still follow closely A) Closing time They now say: * “2nd half of 2026” The market will want: * more concrete timing ⸻ B) What happens with the surplus capital? This is the key question. Will they: * pay extraordinary dividend? * liquidate? * reinvest? * make a new rig deal? This is what will probably drive the share price further. ⸻ My assessment of the report This report: * further reduces the risk in the case * strengthens the probability of closing * shows that operations still generate significant cash * confirms that the balance sheet will soon be totally transformed It looks more and more like an: * “event-driven cash realization case” ...than a traditional rig company. And the market will probably start to price: 1. probability of closing 2. expected distribution per share 3. time to payout 4. tax structure 5. what management actually intends to do after closing·12 t sittenThe contract with Saipem expires on July 31, 2026.
- ·15 t sittenNot much new (as usual) in Q1 figures from DVD. Or?·15 t sittenSparebank1 now estimates there is 21,5 kr per share remaining, with sales value and bareboat until July. They have then accounted for 5 mill dollar in break up-cost.
- ·8.5.When the sale approaches and there's some buzz about it, people realize that this is money lying on the street 💵💰
- ·8.5.DVDs largest shareholder Harald Moræus-Hanssen (via Uthalden) buys 100,000 shares (total 11,573,599). Otherwise, Glaamene Industrier (Egil Wickstrand Iversen, investor, among others associated with Songa and Awilco) has in the last month or so sold down from just over 1 mill shares to 633,247 according to a recent update.
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 159 | - | - | ||
| 1 182 | - | - | ||
| 677 | - | - | ||
| 1 473 | - | - | ||
| 9 061 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| 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
Äänite tulossa
1 päivä 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. |
| 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
11,69%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·13 t sittenThis is a very interesting Q1 report for Deep Value Driller AS, because it practically shows the transition from an “operating company with high debt” to a company approaching a pure settlement/liquidation case after the sale to Eldorado. Some key points that stand out: ⸻ 1. The big change: USD 70m prepayment is now on the balance sheet This is the most important item in the entire report. They have received: * USD 70m upfront from Eldorado * recognized as: * Cash: USD 85.4m * offsetting entry: * Prepayment from customers: USD 70.2m This means: * the money is in the account * but legally it is still “locked” * therefore classified as restricted cash Important detail: “The prepayment of 70 million USD will become available for the Group’s use upon delivery of the drillship” In other words: * DVD cannot use this money freely yet * it will only be released upon closing/takeover ⸻ 2. The debt situation is gradually improving Interest-bearing debt: * Q4 2025: USD 101.4m * Q1 2026: USD 97.2m Repayment: * USD 4.167m per quarter This is important because: * equity is still low * but enterprise value is steadily strengthening towards the sale ⸻ 3. EBITDA is still very strong Q1 EBITDA: * USD 11.7m Operations are therefore still performing very well. The interesting thing is: * the Indonesia operation seems to be delivering stably * no signs of major downtime * operational cost is actually lower than many feared ⸻ 4. The result is weaker than Q1 2025 — but not dramatically Q1 2025: * Profit before tax: * USD 6.84m Q1 2026: * USD 4.87m Reasons: * lower day rate * less “other income” * still high depreciation But this actually means little now because: * the equity case is driven by: * the sales value of USD 300m * debt repayment * possible distribution to shareholders ⸻ 5. Perhaps the most important line in the entire report “The remaining USD 230m will be paid when the drillship is delivered” This confirms: * closing is still expected * no indication of problems * no impairment * no “material uncertainty” * no hint of renegotiation This is very positive. ⸻ 6. Book value vs sales value Carrying amount of the rig: * USD 87.1m Sales price: * USD 300m This means enormous surplus value that has not yet been realized in the financial statements. Potential gain upon closing could be very large. ⸻ 7. The restricted cash note is extremely important This tells a lot about the probability of closing. If Eldorado has already: * sent USD 70m cash * locked the amount in the agreement structure ...then it is usually a sign of: * high degree of commitment * financing in place * low probability of collapse Not a guarantee — but a significantly positive signal. ⸻ 8. Dividend capacity / possible value per share 93.5m shares. Rough model: Upon closing: Sale: * USD 300m Less debt: * ~USD 90–95m upon closing Net: * ~USD 205m Add: * ongoing operations until closing * any additional EBITDA * less tax/costs Then one quickly approaches: * USD 210–220m net value Per share: * ~USD 2.25–2.35 * at USD/NOK 10: * approx. NOK 22–23+ And this is before considering: * interest on escrow * further operations * any tax optimization ⸻ 9. The most bullish thing in the report The most bullish thing is actually not the numbers. It's the tone. There are: * no warnings * no «subject to financing» * no new risk formulations * no mention of problems in Indonesia * no hint of delays On the contrary: * operations are described as “excellent” * sale process still seems on track ⸻ 10. Things the market will still follow closely A) Closing time They now say: * “2nd half of 2026” The market will want: * more concrete timing ⸻ B) What happens with the surplus capital? This is the key question. Will they: * pay extraordinary dividend? * liquidate? * reinvest? * make a new rig deal? This is what will probably drive the share price further. ⸻ My assessment of the report This report: * further reduces the risk in the case * strengthens the probability of closing * shows that operations still generate significant cash * confirms that the balance sheet will soon be totally transformed It looks more and more like an: * “event-driven cash realization case” ...than a traditional rig company. And the market will probably start to price: 1. probability of closing 2. expected distribution per share 3. time to payout 4. tax structure 5. what management actually intends to do after closing·12 t sittenThe contract with Saipem expires on July 31, 2026.
- ·15 t sittenNot much new (as usual) in Q1 figures from DVD. Or?·15 t sittenSparebank1 now estimates there is 21,5 kr per share remaining, with sales value and bareboat until July. They have then accounted for 5 mill dollar in break up-cost.
- ·8.5.When the sale approaches and there's some buzz about it, people realize that this is money lying on the street 💵💰
- ·8.5.DVDs largest shareholder Harald Moræus-Hanssen (via Uthalden) buys 100,000 shares (total 11,573,599). Otherwise, Glaamene Industrier (Egil Wickstrand Iversen, investor, among others associated with Songa and Awilco) has in the last month or so sold down from just over 1 mill shares to 633,247 according to a recent update.
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 159 | - | - | ||
| 1 182 | - | - | ||
| 677 | - | - | ||
| 1 473 | - | - | ||
| 9 061 | - | - |
Välittäjätilasto
Dataa ei löytynyt