2025 Q4 -tulosraportti
49 päivää sitten1,209 NOK/osake
Viimeisin osinko
9,68%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 386 | - | - | ||
| 1 614 | - | - | ||
| 4 | - | - | ||
| 283 | - | - | ||
| 200 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 22.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 21.10.2025 | ||
Ylimääräinen yhtiökokous 2025 12.8.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
2025 Q1 -tulosraportti 23.4.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenComparison with the shale oil revolution, not the Ukraine war I believe it is more accurate to compare the current situation in Iran with the shale oil revolution from 2014. At that time, we saw an influx of around 4–5 million barrels of new shale oil over a few years, which sent the price down from $100 to $50. We are now seeing a similar volume change in the market, but with the opposite sign. If the situation does not resolve within 2–3 months, I believe we can talk about a condition reminiscent of the Ukraine war. Preliminary estimates suggest a deficit of approx. 5 million barrels per day compared to original production. Several companies are overvalued. Calculation for the oil balance: • Market Deficit (MU): 20 mill. barrels • Export Pipelines (EP): 9 mill. barrels • Strategic Reserves (SR), supply: 4 mill. barrels • Increased production outside OPEC (ØPNO), supply: 1 mill. barrels • Demand Fall / Demand Destruction (DD): 1 mill. barrels Balance (Oil) = MU – EP – SR – ØPNO – DD 20 – 9 – 4 – 1 – 1 = 5 million barrels in deficit per day. (Inventory buffers such as oil on tankers are not included here). Make sense? Rough overview of assumptions: • Around 120 ships pass the Strait of Hormuz on an ordinary day. • 35–45 % of these transport oil and gas – this amounts to approx. 54 ships per day. • Given that 8 ships per day pass (to destinations such as Iran, Pakistan, China etc.), this constitutes a transport of approx. 3 mill. barrels per day. • The pipeline from Saudi Arabia now pumps 7 million barrels. • UAE's Abu Dhabi Crude Oil Pipeline: approx. 1 mill. barrels. • Iraq-Turkey pipeline: approx. 1 mill. barrels. • Demand destruction: Substitutes (increased coal production, primarily as a replacement for gas), more home office, etc.
·3 t sittenHave you included Russia's shadow fleet in the calculation? I would imagine there are certainly 1mill barrels as of today. Anyway, the whole thing is very vulnerable at the moment, especially the Red Sea.·2 t sittenI believe they actually export 2mill+, after the attacks occurred, without me being 100% certain. But some of it might be due to the temporary lifting of the sanctions they have.
·5 t sittenWon't it be a rush for the exits here if the war suddenly ends and oil plummets?·2 t sitten · MuokattuYes, should it suddenly end, then something will probably be moved over to those who benefit from cheaper oil prices. But this has been going on for so long, that it will in any case take time before one reaches a normal situation. So the oil price will continue to be at much higher levels than before, going forward, so they will earn good money, in addition to gas. I'm also not so sure that it will suddenly end, but perhaps one will rather see a gradual decrease in events, which gradually lowers the oil price over time. Statements from Trump no longer have a big effect, as long as it is not confirmed by Iran. Trump has indeed several times made false statements, only to influence a decrease in the oil price. What matters, is how many ships per day, are allowed to pick up cargo.
·Alle minuutti sittenWhat conversations? Iran has started bombing more strategic targets. The Americans show no signs of withdrawing, and the Houthis are rumored to be creating chaos in Zues (source: AlJazeera).
·9 t sitten · MuokattuWhy do all media write that both oil and gas prices have skyrocketed when the price of gas is the same now as it was in April and August last year? Yes, it "almost" doubled in price in December and January, but now it's back to normal again. Maybe it's just me, but I can't make those prices align with how the situation the world is in is presented by the journalists.
6 t sitten6 t sittenThe prices that did rise, did not do so fully. The markets still expect a peace in a few weeks, though it is highly unlikely in my opinion. The broader market does not take the oil crisis as seriously. In my opinion, this will last months and the consequences will be felt for a year or so.
6 t sitten6 t sittenIf its prolonged, prices will go much, much higher. I think we are in a supercycle for oil for the coming years. Gonna be exciting.
·10 t sittenBut Vår Energi has its buy recommendation reiterated, and the price target is raised from 42 to 70 kroner. This corresponds to an upside of 38.7 percent from a closing price of 50.46 kroner. The second highest price target among the brokerage houses is by comparison Goldman at 57 kroner, followed by Pareto and ING at 55 kroner.
·10 t sittenDo you know when the next dividend will be and how large it is expected to be?
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
49 päivää sitten1,209 NOK/osake
Viimeisin osinko
9,68%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
- ·4 t sittenComparison with the shale oil revolution, not the Ukraine war I believe it is more accurate to compare the current situation in Iran with the shale oil revolution from 2014. At that time, we saw an influx of around 4–5 million barrels of new shale oil over a few years, which sent the price down from $100 to $50. We are now seeing a similar volume change in the market, but with the opposite sign. If the situation does not resolve within 2–3 months, I believe we can talk about a condition reminiscent of the Ukraine war. Preliminary estimates suggest a deficit of approx. 5 million barrels per day compared to original production. Several companies are overvalued. Calculation for the oil balance: • Market Deficit (MU): 20 mill. barrels • Export Pipelines (EP): 9 mill. barrels • Strategic Reserves (SR), supply: 4 mill. barrels • Increased production outside OPEC (ØPNO), supply: 1 mill. barrels • Demand Fall / Demand Destruction (DD): 1 mill. barrels Balance (Oil) = MU – EP – SR – ØPNO – DD 20 – 9 – 4 – 1 – 1 = 5 million barrels in deficit per day. (Inventory buffers such as oil on tankers are not included here). Make sense? Rough overview of assumptions: • Around 120 ships pass the Strait of Hormuz on an ordinary day. • 35–45 % of these transport oil and gas – this amounts to approx. 54 ships per day. • Given that 8 ships per day pass (to destinations such as Iran, Pakistan, China etc.), this constitutes a transport of approx. 3 mill. barrels per day. • The pipeline from Saudi Arabia now pumps 7 million barrels. • UAE's Abu Dhabi Crude Oil Pipeline: approx. 1 mill. barrels. • Iraq-Turkey pipeline: approx. 1 mill. barrels. • Demand destruction: Substitutes (increased coal production, primarily as a replacement for gas), more home office, etc.·3 t sittenHave you included Russia's shadow fleet in the calculation? I would imagine there are certainly 1mill barrels as of today. Anyway, the whole thing is very vulnerable at the moment, especially the Red Sea.·2 t sittenI believe they actually export 2mill+, after the attacks occurred, without me being 100% certain. But some of it might be due to the temporary lifting of the sanctions they have.
- ·5 t sittenWon't it be a rush for the exits here if the war suddenly ends and oil plummets?·2 t sitten · MuokattuYes, should it suddenly end, then something will probably be moved over to those who benefit from cheaper oil prices. But this has been going on for so long, that it will in any case take time before one reaches a normal situation. So the oil price will continue to be at much higher levels than before, going forward, so they will earn good money, in addition to gas. I'm also not so sure that it will suddenly end, but perhaps one will rather see a gradual decrease in events, which gradually lowers the oil price over time. Statements from Trump no longer have a big effect, as long as it is not confirmed by Iran. Trump has indeed several times made false statements, only to influence a decrease in the oil price. What matters, is how many ships per day, are allowed to pick up cargo.·Alle minuutti sittenWhat conversations? Iran has started bombing more strategic targets. The Americans show no signs of withdrawing, and the Houthis are rumored to be creating chaos in Zues (source: AlJazeera).
- ·9 t sitten · MuokattuWhy do all media write that both oil and gas prices have skyrocketed when the price of gas is the same now as it was in April and August last year? Yes, it "almost" doubled in price in December and January, but now it's back to normal again. Maybe it's just me, but I can't make those prices align with how the situation the world is in is presented by the journalists.6 t sitten6 t sittenThe prices that did rise, did not do so fully. The markets still expect a peace in a few weeks, though it is highly unlikely in my opinion. The broader market does not take the oil crisis as seriously. In my opinion, this will last months and the consequences will be felt for a year or so.6 t sitten6 t sittenIf its prolonged, prices will go much, much higher. I think we are in a supercycle for oil for the coming years. Gonna be exciting.
- ·10 t sittenBut Vår Energi has its buy recommendation reiterated, and the price target is raised from 42 to 70 kroner. This corresponds to an upside of 38.7 percent from a closing price of 50.46 kroner. The second highest price target among the brokerage houses is by comparison Goldman at 57 kroner, followed by Pareto and ING at 55 kroner.
- ·10 t sittenDo you know when the next dividend will be and how large it is expected to be?
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 386 | - | - | ||
| 1 614 | - | - | ||
| 4 | - | - | ||
| 283 | - | - | ||
| 200 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 22.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 21.10.2025 | ||
Ylimääräinen yhtiökokous 2025 12.8.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
2025 Q1 -tulosraportti 23.4.2025 |
2025 Q4 -tulosraportti
49 päivää sittenUutiset
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 Q1 -tulosraportti 22.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 21.10.2025 | ||
Ylimääräinen yhtiökokous 2025 12.8.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
2025 Q1 -tulosraportti 23.4.2025 |
1,209 NOK/osake
Viimeisin osinko
9,68%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenComparison with the shale oil revolution, not the Ukraine war I believe it is more accurate to compare the current situation in Iran with the shale oil revolution from 2014. At that time, we saw an influx of around 4–5 million barrels of new shale oil over a few years, which sent the price down from $100 to $50. We are now seeing a similar volume change in the market, but with the opposite sign. If the situation does not resolve within 2–3 months, I believe we can talk about a condition reminiscent of the Ukraine war. Preliminary estimates suggest a deficit of approx. 5 million barrels per day compared to original production. Several companies are overvalued. Calculation for the oil balance: • Market Deficit (MU): 20 mill. barrels • Export Pipelines (EP): 9 mill. barrels • Strategic Reserves (SR), supply: 4 mill. barrels • Increased production outside OPEC (ØPNO), supply: 1 mill. barrels • Demand Fall / Demand Destruction (DD): 1 mill. barrels Balance (Oil) = MU – EP – SR – ØPNO – DD 20 – 9 – 4 – 1 – 1 = 5 million barrels in deficit per day. (Inventory buffers such as oil on tankers are not included here). Make sense? Rough overview of assumptions: • Around 120 ships pass the Strait of Hormuz on an ordinary day. • 35–45 % of these transport oil and gas – this amounts to approx. 54 ships per day. • Given that 8 ships per day pass (to destinations such as Iran, Pakistan, China etc.), this constitutes a transport of approx. 3 mill. barrels per day. • The pipeline from Saudi Arabia now pumps 7 million barrels. • UAE's Abu Dhabi Crude Oil Pipeline: approx. 1 mill. barrels. • Iraq-Turkey pipeline: approx. 1 mill. barrels. • Demand destruction: Substitutes (increased coal production, primarily as a replacement for gas), more home office, etc.·3 t sittenHave you included Russia's shadow fleet in the calculation? I would imagine there are certainly 1mill barrels as of today. Anyway, the whole thing is very vulnerable at the moment, especially the Red Sea.·2 t sittenI believe they actually export 2mill+, after the attacks occurred, without me being 100% certain. But some of it might be due to the temporary lifting of the sanctions they have.
- ·5 t sittenWon't it be a rush for the exits here if the war suddenly ends and oil plummets?·2 t sitten · MuokattuYes, should it suddenly end, then something will probably be moved over to those who benefit from cheaper oil prices. But this has been going on for so long, that it will in any case take time before one reaches a normal situation. So the oil price will continue to be at much higher levels than before, going forward, so they will earn good money, in addition to gas. I'm also not so sure that it will suddenly end, but perhaps one will rather see a gradual decrease in events, which gradually lowers the oil price over time. Statements from Trump no longer have a big effect, as long as it is not confirmed by Iran. Trump has indeed several times made false statements, only to influence a decrease in the oil price. What matters, is how many ships per day, are allowed to pick up cargo.·Alle minuutti sittenWhat conversations? Iran has started bombing more strategic targets. The Americans show no signs of withdrawing, and the Houthis are rumored to be creating chaos in Zues (source: AlJazeera).
- ·9 t sitten · MuokattuWhy do all media write that both oil and gas prices have skyrocketed when the price of gas is the same now as it was in April and August last year? Yes, it "almost" doubled in price in December and January, but now it's back to normal again. Maybe it's just me, but I can't make those prices align with how the situation the world is in is presented by the journalists.6 t sitten6 t sittenThe prices that did rise, did not do so fully. The markets still expect a peace in a few weeks, though it is highly unlikely in my opinion. The broader market does not take the oil crisis as seriously. In my opinion, this will last months and the consequences will be felt for a year or so.6 t sitten6 t sittenIf its prolonged, prices will go much, much higher. I think we are in a supercycle for oil for the coming years. Gonna be exciting.
- ·10 t sittenBut Vår Energi has its buy recommendation reiterated, and the price target is raised from 42 to 70 kroner. This corresponds to an upside of 38.7 percent from a closing price of 50.46 kroner. The second highest price target among the brokerage houses is by comparison Goldman at 57 kroner, followed by Pareto and ING at 55 kroner.
- ·10 t sittenDo you know when the next dividend will be and how large it is expected to be?
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 386 | - | - | ||
| 1 614 | - | - | ||
| 4 | - | - | ||
| 283 | - | - | ||
| 200 | - | - |
Välittäjätilasto
Dataa ei löytynyt