2026 Q1 -tulosraportti
36 päivää sitten
‧51 min
1,11 NOK/osake
Irtoamispäivä 3.6.
10,32%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 360 | - | - | ||
| 936 | - | - | ||
| 302 | - | - | ||
| 486 | - | - | ||
| 485 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 21.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 21.10.2025 | ||
Ylimääräinen yhtiökokous 2025 12.8.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·35 min sittenWill the dividend be 10% per share or 1kr per share?
·45 min sittenHi Oil-bugs, can you tear apart Claude's analysis? 103 was a few days ago. But my question remains - why don't we have more price movement? The obvious reasons are SPR draw and China reducing imports and switching to coal gasification for some of its domestic chemical production. For me, it's a mystery why the oil market isn't more pessimistic. Why $100 and When Repricing Hits - Why price is anchored at $100 (suppression mechanics) Coordinated SPR draw is masking physical tightness — visible inventory still adequate. Macro/recession narrative depressing futures-curve speculative length. Market pricing implicit assumption of resolution before SPR exhaustion. China/India likely drawing own strategic stocks quietly, reducing scramble for marginal Atlantic barrels. Political messaging from US/G7 deliberately calming markets ("supplies adequate"). Floating storage still discharging — visible cargoes in transit. This is the classic "phony war" phase — fundamentals are catastrophic, optics are calm. Markets historically misprice this for 4–8 weeks. Precedent: Iraq invasion of Kuwait Aug 1990 ($21→$28 first 3 days, then chopped sideways 2 weeks before $40 print; Russia-Ukraine Feb 2022 took ~5 days to break $100, then chopped before $139 peak). Repricing trigger sequence — likely timing (May → September) TriggerProbable window Brent impactIEA signals second emergency release / OECD stock cover drops <55 dayslate May–early June+$15–25 First Asian refiner declares run cut or force majeure on product deliveryearly-to-mid June+$20–30Brent M1–M6 spread blows past $8 backwardation (today likely $2–4) Juneconfirms physical, not headlineWar-risk insurance premia exceed 15% of hull value, freight TD3C past $25/bblJune+$10–15Saudi Yanbu / UAE Fujairah utilization data confirms bypass maxed (no further upside)June–July removes "they'll find a way" optionality. First publicly failed cargo nomination (Asian buyer can't source July loading)mid-June to early Julytrigger event — gap higher IEA SPR coordination breaks down (China not participating, US SPR <150 mb) Julyregime change OECD commercial stocks below 5-yr range by >100 mbJulyconfirms structural Most likely sharp repricing window: late May through end of June. Market needs ~4–6 weeks of forward visibility on the supply gap because Asian refinery procurement cycles run 6 weeks ahead. Why the market will move before the crisis, not during it Forward physical buyers (Reliance, Sinopec, S-Oil, JX Nippon) must secure July-loading cargoes by early June. When they can't — or pay record premiums for Atlantic basin grades — the paper market gets forced to follow within days. The signal travels: physical premium → Dubai-Brent spread inversion → Brent timespreads → flat price. Leading indicators to monitor daily Brent M1–M3 timespread (currently probably modest backwardation; >$5 = repricing started). Dubai vs. Brent spread — if Dubai trades premium to Brent for >5 sessions, Asia is scrambling. OECD weekly commercial stocks (EIA Wednesday + IEA monthly). VLCC TD3C (Middle East–China) freight, though largely irrelevant if Hormuz closed; watch TD20 (West Africa–Europe) and TD22 (USGC–Asia) for rerouting stress. Diesel & jet cracks — Singapore gasoil crack >$40 = product crisis. TTF / JKM LNG prices — if these are calm, market disbelieves the closure; if they break out, oil follows. Saudi Aramco OSPs (monthly, ~5th of month) — extreme premiums to Asia = supply rationing. CFTC Commitments of Traders — managed money short covering accelerates the move. Strategic implication for your context Conservative read: the window between physical reality and market pricing is closing fast. Once front-month timespreads blow out and the first failed nomination hits the tape, the move to $150–200 happens in 5–15 sessions. The $103 print is a function of policy intervention, not fundamentals — and policy intervention has a calendar limit (SPR depletion July–Sept as you noted). Key uncertainties to flag Demand destruction trigger point may have shifted upward in 2026 (resilient EV penetration in China, weak global GDP) — could be $180+ before destruction. China's strategic stock level is the largest unknown — if estimates of 900+ mb are accurate, China can sit out for months and let prices stay suppressed longer. US administration may invoke emergency authorities (Defense Production Act, export ban on US crude) — would compress WTI but spike Brent. Possibility of negotiated partial reopening under naval escort — collapses risk premium fast. Analysis only; not an investment recommendation. Numbers are directional with wide error bars. Suggest verifying current Brent M1–M3 spread, OECD stock cover days, and Dubai-Brent spread today as primary tells. Sources: EIA Weekly Petroleum Status Report; IEA Oil Market Report (May 2026 issue when available); ICE Brent futures curve; S&P Global Platts physical assessments.
·9 t sitten · MuokattuThe oil price continues to rise further now in the morning hours. Not only the USA is attacking, but Iran also. The stock exchanges in Asia are falling Thursday morning. Iran's Revolutionary Guard says that it attacked an American airbase in Kuwait last night, after the USA earlier in the night attacked targets near the port city of Bandar Abbas. The oil price rises significantly, and Brent crude with July delivery rises 3.82 percent to 97.89 dollars a barrel.- ·9 t sitten · MuokattuEscalation in the war with new attacks last night and the oil price rises significantly up 4prosent since midnight. This war will not end anytime soon and when it does, traffic in Hormuz will not be normalized for very many mnd. if it returns to normal at all. One thing is certain OUR earns colossal cash as it is now and in the foreseeable future. 6 days until EX-day. https://e24.no/bors/nyheter/a/304642?pinnedEntry=304642 .
·10 t sittenHeavy bombing is occurring at the Strait of Hormuz, oil up today
·10 t sittenBrent should already have been well over 100, but we'll see what the day brings.
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
36 päivää sitten
‧51 min
1,11 NOK/osake
Irtoamispäivä 3.6.
10,32%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
- ·35 min sittenWill the dividend be 10% per share or 1kr per share?
- ·45 min sittenHi Oil-bugs, can you tear apart Claude's analysis? 103 was a few days ago. But my question remains - why don't we have more price movement? The obvious reasons are SPR draw and China reducing imports and switching to coal gasification for some of its domestic chemical production. For me, it's a mystery why the oil market isn't more pessimistic. Why $100 and When Repricing Hits - Why price is anchored at $100 (suppression mechanics) Coordinated SPR draw is masking physical tightness — visible inventory still adequate. Macro/recession narrative depressing futures-curve speculative length. Market pricing implicit assumption of resolution before SPR exhaustion. China/India likely drawing own strategic stocks quietly, reducing scramble for marginal Atlantic barrels. Political messaging from US/G7 deliberately calming markets ("supplies adequate"). Floating storage still discharging — visible cargoes in transit. This is the classic "phony war" phase — fundamentals are catastrophic, optics are calm. Markets historically misprice this for 4–8 weeks. Precedent: Iraq invasion of Kuwait Aug 1990 ($21→$28 first 3 days, then chopped sideways 2 weeks before $40 print; Russia-Ukraine Feb 2022 took ~5 days to break $100, then chopped before $139 peak). Repricing trigger sequence — likely timing (May → September) TriggerProbable window Brent impactIEA signals second emergency release / OECD stock cover drops <55 dayslate May–early June+$15–25 First Asian refiner declares run cut or force majeure on product deliveryearly-to-mid June+$20–30Brent M1–M6 spread blows past $8 backwardation (today likely $2–4) Juneconfirms physical, not headlineWar-risk insurance premia exceed 15% of hull value, freight TD3C past $25/bblJune+$10–15Saudi Yanbu / UAE Fujairah utilization data confirms bypass maxed (no further upside)June–July removes "they'll find a way" optionality. First publicly failed cargo nomination (Asian buyer can't source July loading)mid-June to early Julytrigger event — gap higher IEA SPR coordination breaks down (China not participating, US SPR <150 mb) Julyregime change OECD commercial stocks below 5-yr range by >100 mbJulyconfirms structural Most likely sharp repricing window: late May through end of June. Market needs ~4–6 weeks of forward visibility on the supply gap because Asian refinery procurement cycles run 6 weeks ahead. Why the market will move before the crisis, not during it Forward physical buyers (Reliance, Sinopec, S-Oil, JX Nippon) must secure July-loading cargoes by early June. When they can't — or pay record premiums for Atlantic basin grades — the paper market gets forced to follow within days. The signal travels: physical premium → Dubai-Brent spread inversion → Brent timespreads → flat price. Leading indicators to monitor daily Brent M1–M3 timespread (currently probably modest backwardation; >$5 = repricing started). Dubai vs. Brent spread — if Dubai trades premium to Brent for >5 sessions, Asia is scrambling. OECD weekly commercial stocks (EIA Wednesday + IEA monthly). VLCC TD3C (Middle East–China) freight, though largely irrelevant if Hormuz closed; watch TD20 (West Africa–Europe) and TD22 (USGC–Asia) for rerouting stress. Diesel & jet cracks — Singapore gasoil crack >$40 = product crisis. TTF / JKM LNG prices — if these are calm, market disbelieves the closure; if they break out, oil follows. Saudi Aramco OSPs (monthly, ~5th of month) — extreme premiums to Asia = supply rationing. CFTC Commitments of Traders — managed money short covering accelerates the move. Strategic implication for your context Conservative read: the window between physical reality and market pricing is closing fast. Once front-month timespreads blow out and the first failed nomination hits the tape, the move to $150–200 happens in 5–15 sessions. The $103 print is a function of policy intervention, not fundamentals — and policy intervention has a calendar limit (SPR depletion July–Sept as you noted). Key uncertainties to flag Demand destruction trigger point may have shifted upward in 2026 (resilient EV penetration in China, weak global GDP) — could be $180+ before destruction. China's strategic stock level is the largest unknown — if estimates of 900+ mb are accurate, China can sit out for months and let prices stay suppressed longer. US administration may invoke emergency authorities (Defense Production Act, export ban on US crude) — would compress WTI but spike Brent. Possibility of negotiated partial reopening under naval escort — collapses risk premium fast. Analysis only; not an investment recommendation. Numbers are directional with wide error bars. Suggest verifying current Brent M1–M3 spread, OECD stock cover days, and Dubai-Brent spread today as primary tells. Sources: EIA Weekly Petroleum Status Report; IEA Oil Market Report (May 2026 issue when available); ICE Brent futures curve; S&P Global Platts physical assessments.
- ·9 t sitten · MuokattuThe oil price continues to rise further now in the morning hours. Not only the USA is attacking, but Iran also. The stock exchanges in Asia are falling Thursday morning. Iran's Revolutionary Guard says that it attacked an American airbase in Kuwait last night, after the USA earlier in the night attacked targets near the port city of Bandar Abbas. The oil price rises significantly, and Brent crude with July delivery rises 3.82 percent to 97.89 dollars a barrel.
- ·9 t sitten · MuokattuEscalation in the war with new attacks last night and the oil price rises significantly up 4prosent since midnight. This war will not end anytime soon and when it does, traffic in Hormuz will not be normalized for very many mnd. if it returns to normal at all. One thing is certain OUR earns colossal cash as it is now and in the foreseeable future. 6 days until EX-day. https://e24.no/bors/nyheter/a/304642?pinnedEntry=304642 .
- ·10 t sittenHeavy bombing is occurring at the Strait of Hormuz, oil up today·10 t sittenBrent should already have been well over 100, but we'll see what the day brings.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 360 | - | - | ||
| 936 | - | - | ||
| 302 | - | - | ||
| 486 | - | - | ||
| 485 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 21.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 21.10.2025 | ||
Ylimääräinen yhtiökokous 2025 12.8.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 |
2026 Q1 -tulosraportti
36 päivää sitten
‧51 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 Q2 -tulosraportti 21.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 21.10.2025 | ||
Ylimääräinen yhtiökokous 2025 12.8.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 |
1,11 NOK/osake
Irtoamispäivä 3.6.
10,32%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·35 min sittenWill the dividend be 10% per share or 1kr per share?
- ·45 min sittenHi Oil-bugs, can you tear apart Claude's analysis? 103 was a few days ago. But my question remains - why don't we have more price movement? The obvious reasons are SPR draw and China reducing imports and switching to coal gasification for some of its domestic chemical production. For me, it's a mystery why the oil market isn't more pessimistic. Why $100 and When Repricing Hits - Why price is anchored at $100 (suppression mechanics) Coordinated SPR draw is masking physical tightness — visible inventory still adequate. Macro/recession narrative depressing futures-curve speculative length. Market pricing implicit assumption of resolution before SPR exhaustion. China/India likely drawing own strategic stocks quietly, reducing scramble for marginal Atlantic barrels. Political messaging from US/G7 deliberately calming markets ("supplies adequate"). Floating storage still discharging — visible cargoes in transit. This is the classic "phony war" phase — fundamentals are catastrophic, optics are calm. Markets historically misprice this for 4–8 weeks. Precedent: Iraq invasion of Kuwait Aug 1990 ($21→$28 first 3 days, then chopped sideways 2 weeks before $40 print; Russia-Ukraine Feb 2022 took ~5 days to break $100, then chopped before $139 peak). Repricing trigger sequence — likely timing (May → September) TriggerProbable window Brent impactIEA signals second emergency release / OECD stock cover drops <55 dayslate May–early June+$15–25 First Asian refiner declares run cut or force majeure on product deliveryearly-to-mid June+$20–30Brent M1–M6 spread blows past $8 backwardation (today likely $2–4) Juneconfirms physical, not headlineWar-risk insurance premia exceed 15% of hull value, freight TD3C past $25/bblJune+$10–15Saudi Yanbu / UAE Fujairah utilization data confirms bypass maxed (no further upside)June–July removes "they'll find a way" optionality. First publicly failed cargo nomination (Asian buyer can't source July loading)mid-June to early Julytrigger event — gap higher IEA SPR coordination breaks down (China not participating, US SPR <150 mb) Julyregime change OECD commercial stocks below 5-yr range by >100 mbJulyconfirms structural Most likely sharp repricing window: late May through end of June. Market needs ~4–6 weeks of forward visibility on the supply gap because Asian refinery procurement cycles run 6 weeks ahead. Why the market will move before the crisis, not during it Forward physical buyers (Reliance, Sinopec, S-Oil, JX Nippon) must secure July-loading cargoes by early June. When they can't — or pay record premiums for Atlantic basin grades — the paper market gets forced to follow within days. The signal travels: physical premium → Dubai-Brent spread inversion → Brent timespreads → flat price. Leading indicators to monitor daily Brent M1–M3 timespread (currently probably modest backwardation; >$5 = repricing started). Dubai vs. Brent spread — if Dubai trades premium to Brent for >5 sessions, Asia is scrambling. OECD weekly commercial stocks (EIA Wednesday + IEA monthly). VLCC TD3C (Middle East–China) freight, though largely irrelevant if Hormuz closed; watch TD20 (West Africa–Europe) and TD22 (USGC–Asia) for rerouting stress. Diesel & jet cracks — Singapore gasoil crack >$40 = product crisis. TTF / JKM LNG prices — if these are calm, market disbelieves the closure; if they break out, oil follows. Saudi Aramco OSPs (monthly, ~5th of month) — extreme premiums to Asia = supply rationing. CFTC Commitments of Traders — managed money short covering accelerates the move. Strategic implication for your context Conservative read: the window between physical reality and market pricing is closing fast. Once front-month timespreads blow out and the first failed nomination hits the tape, the move to $150–200 happens in 5–15 sessions. The $103 print is a function of policy intervention, not fundamentals — and policy intervention has a calendar limit (SPR depletion July–Sept as you noted). Key uncertainties to flag Demand destruction trigger point may have shifted upward in 2026 (resilient EV penetration in China, weak global GDP) — could be $180+ before destruction. China's strategic stock level is the largest unknown — if estimates of 900+ mb are accurate, China can sit out for months and let prices stay suppressed longer. US administration may invoke emergency authorities (Defense Production Act, export ban on US crude) — would compress WTI but spike Brent. Possibility of negotiated partial reopening under naval escort — collapses risk premium fast. Analysis only; not an investment recommendation. Numbers are directional with wide error bars. Suggest verifying current Brent M1–M3 spread, OECD stock cover days, and Dubai-Brent spread today as primary tells. Sources: EIA Weekly Petroleum Status Report; IEA Oil Market Report (May 2026 issue when available); ICE Brent futures curve; S&P Global Platts physical assessments.
- ·9 t sitten · MuokattuThe oil price continues to rise further now in the morning hours. Not only the USA is attacking, but Iran also. The stock exchanges in Asia are falling Thursday morning. Iran's Revolutionary Guard says that it attacked an American airbase in Kuwait last night, after the USA earlier in the night attacked targets near the port city of Bandar Abbas. The oil price rises significantly, and Brent crude with July delivery rises 3.82 percent to 97.89 dollars a barrel.
- ·9 t sitten · MuokattuEscalation in the war with new attacks last night and the oil price rises significantly up 4prosent since midnight. This war will not end anytime soon and when it does, traffic in Hormuz will not be normalized for very many mnd. if it returns to normal at all. One thing is certain OUR earns colossal cash as it is now and in the foreseeable future. 6 days until EX-day. https://e24.no/bors/nyheter/a/304642?pinnedEntry=304642 .
- ·10 t sittenHeavy bombing is occurring at the Strait of Hormuz, oil up today·10 t sittenBrent should already have been well over 100, but we'll see what the day brings.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 360 | - | - | ||
| 936 | - | - | ||
| 302 | - | - | ||
| 486 | - | - | ||
| 485 | - | - |
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