2026 Q1 -tulosraportti
40 päivää sitten
‧51 min
1,11 NOK/osake
Irtoamispäivä 3.6.
10,73%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 561 | - | - | ||
| 930 | - | - | ||
| 115 | - | - | ||
| 222 | - | - | ||
| 136 | - | - |
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
3 t sitten · Muokattu3 t sitten · MuokattuIntressant https://x.com/BrettErickson28/status/2061135541022949593 Why are vessels not navigating the Strait of Hormuz even though, in theory, they could simply pay Iran through the newly established Persian Gulf Strait Authority, AKA the Tehran Toll Booth? It's all about insurance... right? Wrong. As the global economic and energy crisis becomes increasingly dire, we SPR reserves set to hit their lowest point since 1983, the year they were established, and inflation clearly rising rapidly now. So just... pay the fee! If the situation is so dire, OBVIOUSLY countries will just allow their vessels to pay the fees and exit... right? RIGHT?! Here's the problem. Much of the media coverage, unfortunately, have been pushing an entirely false narrative that vessels aren't able to navigate the Strait of Hormuz because they cannot obtain insurance... specifically war risk insurance. And if that was the case, certainly vessels and companies would not navigate, because if something went wrong, their hundred million dollar vessels, with hundred million dollar cargoes would be uninsured. Total nonstarter. Except this narrative is entirely unfounded. Other than a very short stretch in the initial days of the war, maritime insurance has been entirely available, at rates between 1-5%. Is this significantly elevated from the pre-war levels? Absolutely. Would this be a price every company would be willing to pay if it meant getting their vessels and crew out of harms way. Many people who understand that maritime insurance has been available throughout the conflict then point to mortality risk and vessel damage. This would be accurate... if you didn't make payments to Iran/IRGC to navigate via the Larak Island Route/Tehran Toll Booth. Assuming you did, which it is generally understood to be, at most, $1/barrel pricing, this would not be an issue. So WHY Brett?! WHY! Great question dear reader. The true reason that vessels are not navigating the Strait of Hormuz, and why the United States "just leaving", doesn't work is because of two key aspects: 1) Sanctions 2) Terror Financing Laws No, I don't care to hear your moral and ethical arguments pertaining to sanctions and terror designations, these are legal constraints, not moral positioning. Now why are sanctions a barrier? Couldn't the United States just temporarily allow for vessels to make payments under General Licenses like we saw when the United States foolishly allowed Iran to sell their oil under GL-U in the initial days of the conflict? Perhaps, but this falls apart for several reasons. The first reason is that the United States is vehemently opposed to Iran tolling the Strait. The United States Treasury, specifically the Office of Foreign Assets Control (OFAC), has repeatedly issued statements that any payments made via the Toll Booth/PGSA would be in violation of United States sanctions. "So just pay in Yuan or crypto!" That doesn't circumvent U.S. primary or secondary sanctions. Currency type, bartering, informal swaps, "charitable donations"... all of these violate United States sanctions. Okay, but then let's just ASSUME, and it's a big assumption, the United States just refuses to enforce sanctions for the time being. Looks the other way. Let's assume US primary and secondary sanctions, some of which are codified into congressional statutes are not enforced. Problem solved. Or is it? May I now introduce you to the fact that the United States, and much as Trump wishes it were true, is not the only country or jurisdiction in the entire world! No, unfortunately for President Trump, the United Kingdom, European Union, Canada, and Australia also have sanctions imposed on Iran and the IRGC. "Who cares about them Brett?" Here is the problem with that question. Yes, the United States is far and away the most consequential when it comes to the reach and deterrence value from sanctions. This is not refutable. But when it comes SPECIFICALLY to the maritime shipping industry? Things get a LOT more complicated. Specifically looking at the United Kingdom, the UK dominates the maritime insurance industry. The United Kingdom alone accounts for 35% of the over maritime insurance premiums on an annual basis, and 60% of the maritime P&I insurance market. So if we want to see a normalization of traffic to the degree in which we avoid massive economic issues, the UK maritime insurance market needs to be unlocked. Now to the EU... and this is where it gets really damning when combined alongside the US and UK. Greece alone accounts for 21% of the overall maritime vessel fleet. Greece ALONE. The EU in total accounts for around 35% of the global maritime fleet. So unless the EU rolls back their sanctions, that's immediately 35% of vessels that will not be able to navigate the Strait of Hormuz... not exactly a solution. (Canada and Australia... participation trophy on the sanctions side) forts i kommentar
·1 t sittenSounds like there's a market for a brokerage service in China to handle this? They have open trade with Iran specifically for oil. The same applies to India, by the way. The company only needs to exist for a few months.
·12 t sittenOurs is a locomotive, and the world needs oil and gas like never before. A sure winner, now and in the long term. The debt is being paid down, and the dividends remain stable - holding and buying more.
·1 päivä sitten
·2 päivää sittenTrying to read the minds regarding oil price. I don't think Iran will agree to Trump's demands. As far as I know the Iranske culture, they have no desire to give in to America. They are absolutely clear that Trump should not be allowed to destroy Uranium. Iran's previous demands are war reparations, sending uranium to other places than America, having control over the H... strait. The oil price is obviously uncertain. We will probably get the answer during the weekend.
·2 päivää sittenListened to political scientist Mjelde on TV2 and he has a good analysis of the situation. Little speaks for a quick agreement between Iran and USA. The current situation could last a long time and for every day that passes, the oil shortage becomes more and more obvious! Just get moving on building pipelines through Saudi Arabia to the Red Sea.
·2 päivää sittenIt will at least take many many years, but they should probably consider doing it. But a pipeline is also susceptible to sabotage, and can be a target, in a conflict. And one similar to Petroline probably has a capacity of 7 million barrels.
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
40 päivää sitten
‧51 min
1,11 NOK/osake
Irtoamispäivä 3.6.
10,73%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
- 3 t sitten · Muokattu3 t sitten · MuokattuIntressant https://x.com/BrettErickson28/status/2061135541022949593 Why are vessels not navigating the Strait of Hormuz even though, in theory, they could simply pay Iran through the newly established Persian Gulf Strait Authority, AKA the Tehran Toll Booth? It's all about insurance... right? Wrong. As the global economic and energy crisis becomes increasingly dire, we SPR reserves set to hit their lowest point since 1983, the year they were established, and inflation clearly rising rapidly now. So just... pay the fee! If the situation is so dire, OBVIOUSLY countries will just allow their vessels to pay the fees and exit... right? RIGHT?! Here's the problem. Much of the media coverage, unfortunately, have been pushing an entirely false narrative that vessels aren't able to navigate the Strait of Hormuz because they cannot obtain insurance... specifically war risk insurance. And if that was the case, certainly vessels and companies would not navigate, because if something went wrong, their hundred million dollar vessels, with hundred million dollar cargoes would be uninsured. Total nonstarter. Except this narrative is entirely unfounded. Other than a very short stretch in the initial days of the war, maritime insurance has been entirely available, at rates between 1-5%. Is this significantly elevated from the pre-war levels? Absolutely. Would this be a price every company would be willing to pay if it meant getting their vessels and crew out of harms way. Many people who understand that maritime insurance has been available throughout the conflict then point to mortality risk and vessel damage. This would be accurate... if you didn't make payments to Iran/IRGC to navigate via the Larak Island Route/Tehran Toll Booth. Assuming you did, which it is generally understood to be, at most, $1/barrel pricing, this would not be an issue. So WHY Brett?! WHY! Great question dear reader. The true reason that vessels are not navigating the Strait of Hormuz, and why the United States "just leaving", doesn't work is because of two key aspects: 1) Sanctions 2) Terror Financing Laws No, I don't care to hear your moral and ethical arguments pertaining to sanctions and terror designations, these are legal constraints, not moral positioning. Now why are sanctions a barrier? Couldn't the United States just temporarily allow for vessels to make payments under General Licenses like we saw when the United States foolishly allowed Iran to sell their oil under GL-U in the initial days of the conflict? Perhaps, but this falls apart for several reasons. The first reason is that the United States is vehemently opposed to Iran tolling the Strait. The United States Treasury, specifically the Office of Foreign Assets Control (OFAC), has repeatedly issued statements that any payments made via the Toll Booth/PGSA would be in violation of United States sanctions. "So just pay in Yuan or crypto!" That doesn't circumvent U.S. primary or secondary sanctions. Currency type, bartering, informal swaps, "charitable donations"... all of these violate United States sanctions. Okay, but then let's just ASSUME, and it's a big assumption, the United States just refuses to enforce sanctions for the time being. Looks the other way. Let's assume US primary and secondary sanctions, some of which are codified into congressional statutes are not enforced. Problem solved. Or is it? May I now introduce you to the fact that the United States, and much as Trump wishes it were true, is not the only country or jurisdiction in the entire world! No, unfortunately for President Trump, the United Kingdom, European Union, Canada, and Australia also have sanctions imposed on Iran and the IRGC. "Who cares about them Brett?" Here is the problem with that question. Yes, the United States is far and away the most consequential when it comes to the reach and deterrence value from sanctions. This is not refutable. But when it comes SPECIFICALLY to the maritime shipping industry? Things get a LOT more complicated. Specifically looking at the United Kingdom, the UK dominates the maritime insurance industry. The United Kingdom alone accounts for 35% of the over maritime insurance premiums on an annual basis, and 60% of the maritime P&I insurance market. So if we want to see a normalization of traffic to the degree in which we avoid massive economic issues, the UK maritime insurance market needs to be unlocked. Now to the EU... and this is where it gets really damning when combined alongside the US and UK. Greece alone accounts for 21% of the overall maritime vessel fleet. Greece ALONE. The EU in total accounts for around 35% of the global maritime fleet. So unless the EU rolls back their sanctions, that's immediately 35% of vessels that will not be able to navigate the Strait of Hormuz... not exactly a solution. (Canada and Australia... participation trophy on the sanctions side) forts i kommentar·1 t sittenSounds like there's a market for a brokerage service in China to handle this? They have open trade with Iran specifically for oil. The same applies to India, by the way. The company only needs to exist for a few months.
- ·12 t sittenOurs is a locomotive, and the world needs oil and gas like never before. A sure winner, now and in the long term. The debt is being paid down, and the dividends remain stable - holding and buying more.
- ·1 päivä sitten
- ·2 päivää sittenTrying to read the minds regarding oil price. I don't think Iran will agree to Trump's demands. As far as I know the Iranske culture, they have no desire to give in to America. They are absolutely clear that Trump should not be allowed to destroy Uranium. Iran's previous demands are war reparations, sending uranium to other places than America, having control over the H... strait. The oil price is obviously uncertain. We will probably get the answer during the weekend.·2 päivää sittenListened to political scientist Mjelde on TV2 and he has a good analysis of the situation. Little speaks for a quick agreement between Iran and USA. The current situation could last a long time and for every day that passes, the oil shortage becomes more and more obvious! Just get moving on building pipelines through Saudi Arabia to the Red Sea.·2 päivää sittenIt will at least take many many years, but they should probably consider doing it. But a pipeline is also susceptible to sabotage, and can be a target, in a conflict. And one similar to Petroline probably has a capacity of 7 million barrels.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 561 | - | - | ||
| 930 | - | - | ||
| 115 | - | - | ||
| 222 | - | - | ||
| 136 | - | - |
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
40 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.
10,73%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 3 t sitten · Muokattu3 t sitten · MuokattuIntressant https://x.com/BrettErickson28/status/2061135541022949593 Why are vessels not navigating the Strait of Hormuz even though, in theory, they could simply pay Iran through the newly established Persian Gulf Strait Authority, AKA the Tehran Toll Booth? It's all about insurance... right? Wrong. As the global economic and energy crisis becomes increasingly dire, we SPR reserves set to hit their lowest point since 1983, the year they were established, and inflation clearly rising rapidly now. So just... pay the fee! If the situation is so dire, OBVIOUSLY countries will just allow their vessels to pay the fees and exit... right? RIGHT?! Here's the problem. Much of the media coverage, unfortunately, have been pushing an entirely false narrative that vessels aren't able to navigate the Strait of Hormuz because they cannot obtain insurance... specifically war risk insurance. And if that was the case, certainly vessels and companies would not navigate, because if something went wrong, their hundred million dollar vessels, with hundred million dollar cargoes would be uninsured. Total nonstarter. Except this narrative is entirely unfounded. Other than a very short stretch in the initial days of the war, maritime insurance has been entirely available, at rates between 1-5%. Is this significantly elevated from the pre-war levels? Absolutely. Would this be a price every company would be willing to pay if it meant getting their vessels and crew out of harms way. Many people who understand that maritime insurance has been available throughout the conflict then point to mortality risk and vessel damage. This would be accurate... if you didn't make payments to Iran/IRGC to navigate via the Larak Island Route/Tehran Toll Booth. Assuming you did, which it is generally understood to be, at most, $1/barrel pricing, this would not be an issue. So WHY Brett?! WHY! Great question dear reader. The true reason that vessels are not navigating the Strait of Hormuz, and why the United States "just leaving", doesn't work is because of two key aspects: 1) Sanctions 2) Terror Financing Laws No, I don't care to hear your moral and ethical arguments pertaining to sanctions and terror designations, these are legal constraints, not moral positioning. Now why are sanctions a barrier? Couldn't the United States just temporarily allow for vessels to make payments under General Licenses like we saw when the United States foolishly allowed Iran to sell their oil under GL-U in the initial days of the conflict? Perhaps, but this falls apart for several reasons. The first reason is that the United States is vehemently opposed to Iran tolling the Strait. The United States Treasury, specifically the Office of Foreign Assets Control (OFAC), has repeatedly issued statements that any payments made via the Toll Booth/PGSA would be in violation of United States sanctions. "So just pay in Yuan or crypto!" That doesn't circumvent U.S. primary or secondary sanctions. Currency type, bartering, informal swaps, "charitable donations"... all of these violate United States sanctions. Okay, but then let's just ASSUME, and it's a big assumption, the United States just refuses to enforce sanctions for the time being. Looks the other way. Let's assume US primary and secondary sanctions, some of which are codified into congressional statutes are not enforced. Problem solved. Or is it? May I now introduce you to the fact that the United States, and much as Trump wishes it were true, is not the only country or jurisdiction in the entire world! No, unfortunately for President Trump, the United Kingdom, European Union, Canada, and Australia also have sanctions imposed on Iran and the IRGC. "Who cares about them Brett?" Here is the problem with that question. Yes, the United States is far and away the most consequential when it comes to the reach and deterrence value from sanctions. This is not refutable. But when it comes SPECIFICALLY to the maritime shipping industry? Things get a LOT more complicated. Specifically looking at the United Kingdom, the UK dominates the maritime insurance industry. The United Kingdom alone accounts for 35% of the over maritime insurance premiums on an annual basis, and 60% of the maritime P&I insurance market. So if we want to see a normalization of traffic to the degree in which we avoid massive economic issues, the UK maritime insurance market needs to be unlocked. Now to the EU... and this is where it gets really damning when combined alongside the US and UK. Greece alone accounts for 21% of the overall maritime vessel fleet. Greece ALONE. The EU in total accounts for around 35% of the global maritime fleet. So unless the EU rolls back their sanctions, that's immediately 35% of vessels that will not be able to navigate the Strait of Hormuz... not exactly a solution. (Canada and Australia... participation trophy on the sanctions side) forts i kommentar·1 t sittenSounds like there's a market for a brokerage service in China to handle this? They have open trade with Iran specifically for oil. The same applies to India, by the way. The company only needs to exist for a few months.
- ·12 t sittenOurs is a locomotive, and the world needs oil and gas like never before. A sure winner, now and in the long term. The debt is being paid down, and the dividends remain stable - holding and buying more.
- ·1 päivä sitten
- ·2 päivää sittenTrying to read the minds regarding oil price. I don't think Iran will agree to Trump's demands. As far as I know the Iranske culture, they have no desire to give in to America. They are absolutely clear that Trump should not be allowed to destroy Uranium. Iran's previous demands are war reparations, sending uranium to other places than America, having control over the H... strait. The oil price is obviously uncertain. We will probably get the answer during the weekend.·2 päivää sittenListened to political scientist Mjelde on TV2 and he has a good analysis of the situation. Little speaks for a quick agreement between Iran and USA. The current situation could last a long time and for every day that passes, the oil shortage becomes more and more obvious! Just get moving on building pipelines through Saudi Arabia to the Red Sea.·2 päivää sittenIt will at least take many many years, but they should probably consider doing it. But a pipeline is also susceptible to sabotage, and can be a target, in a conflict. And one similar to Petroline probably has a capacity of 7 million barrels.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 561 | - | - | ||
| 930 | - | - | ||
| 115 | - | - | ||
| 222 | - | - | ||
| 136 | - | - |
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