2025 Q4 -tulosraportti
29 päivää sitten
‧36 min
1,03 USD/osake
Viimeisin osinko
2,77%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 460 | - | - | ||
| 540 | - | - | ||
| 1 370 | - | - | ||
| 20 | - | - | ||
| 5 000 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 21.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·5 t sittenToday's subs; Universal Leader - 143k (154k RV). This one is reportedly going on a long trip; 111 days Lila Jamnagar - 95k, but it's a 2006-model that has been open for assignments since 21.01... Are we still at the point where it's difficult for 15+ year old ships to get assignments? If we disregard its downtime, it has a round trip rate of 220k Celeste Nova - 268k (RV 282k). This one has TI at Rotterdam from 13.04 - a bit early out with sub here? According to Vesselfinder, it is currently at anchor in Guyana
·5 t sittenSometimes I'm really tired of being European. E.g. Frontline today. Oh dear oh dear oh dear - then we get scared and we're down 5 %. Then usa opens - and then we see, they think it's okay - and then we only end up at minus 1,2% (FRO in usa actually ended up in plus). My point is - when will Europeans grow up? When do we learn to trust our own analysis of the market - instead of always blindly following US? I know this is politically charged - but it just frustrates me that we always follow the "idiots" on the other side of the pond. And yes - I know I'm going to get flak now for expressing rubbish against the smart Americans….
·3 t sittenHas it occurred to you that the same would have happened in reverse if Oslo Børs opened an hour before closing on NYSE? 😊·37 min sittenNo, I don't think that will be the case or the reason at all. Asia opens before Europe - and that rarely affects it (unless we are talking about major Chinese financial institutions' problems rooted in the housing market, such as Evergrande in 2022). And the USA certainly doesn't let itself be controlled by Europe. Although the US probably accounts for around 70% of the world's stocks - their economy only accounts for a little over 1/4 of the world's.
·7 t sittenInteresting considerations to make - at what levels might it be sensible to move (parts of inv) from OET/FRO/DHT to BRUT/CAPT? Cf. P/NAV figures below. Downside risk is at least lower in the latter, especially after weak performance recently. From Pareto: • The VLCC-heavy names with all vessels on the water – DHT, FRO and OET – trade at 1.26x, 1.38x and 1.44x NAV on our numbers, ahead of those with more newbuilds, CAPT and BRUT, at sub-0.8x NAV. • Through 2030, 68m dwt of VLCC capacity will be delivered, while 42/60/57m dwt will turn 25/20/15 years old respectively. Meanwhile, Shipping Intelligence currently estimates 47m dwt of VLCCs are under sanctions.·5 t sittenCompletely agree with KS - it's spot on. Anyway, I will always choose a well-consolidated company over "pie in the sky". Even among old tanker companies there is a difference. For example, I would any day choose Torm over Jafnia. Simply because some companies just understand how to capitalize.,,,,,- ·11 t sittenInvestment Director Gaute Eie at Eika is convinced that one should sell oil stocks now, and that the Iran war and stock market turmoil will soon blow over. Donald Trump is not so stupid that he pushes the world into a recession, he says. – Within 14 days this war must be resolved, otherwise we will get oil prices of over 150 dollars a barrel. If this is not resolved by then, we will also get a big stock market fall. It is recession one fears now, and it is completely fair that people are worried. I respect those who believe in this. Eie himself will not be surprised if the stock markets continue to fall in the near future, as the Iran war and the oil market could get worse before they get better. But he is nevertheless optimistic: – Personally, I am completely convinced that this will blow over. Donald Trump is not so stupid that he pushes the world into a recession. Always, when one cannot see a solution, there is a solution nonetheless. In the last seven geopolitical shocks, stock markets turn up again after 5-6 weeks and on average, stock markets are 15 percent higher one year later.
·2 t sittenHolds oil stocks, and Frontline fits perfectly into the portfolio, not least because it partly functions as a hedge against lower oil prices. It will take a long time to repair the disruptions in the market. We don't know when Hormuz will open normally again, we don't know how severely production is affected as a result of direct damage and foreseeable startup problems after a prolonged shutdown, but we know that there will be a desire to replenish storage capacity outside of Hormuz and that it will take time before an equilibrium between deliveries and supply is achieved. 
·12 t sittenGlobal shipping markets are restructuring as the Strait of Hormuz practically remains closed Tank: Rates at their highest since 2022, after Gulf flows are redirected to alternative routes Average VLCC earnings were around USD 227,000 per day as of March 20, driven by a fundamental realignment of crude oil flows. Most cargoes are now loaded from Yanbu, Fujairah, and Mina al Fahal, as large parts of the Arabian Gulf's interior are practically inaccessible to most shipowners. The Aframax segment performed particularly well, with UKC-cross rates up 55 % from the previous week to around USD 237,000 per day. This is partly due to the US's 60-day Jones Act waiver, which has drawn tonnage towards domestic deliveries to Strategic Petroleum Reserves (SPR) and refinery supply on both coasts. The Suezmax market has also strengthened, supported by increased US crude oil exports. Whether today's rate levels are sustainable will largely depend on the development of the conflict and the extent to which alternative export channels can absorb the loss of volume from the Gulf. Source: European Maritime Finance
·11 t sittenThere's a complete mess in oil, this applies to both crude oil and refined products, and I believe it will take a long time to get back into equilibrium, easily more than 6-8 months, because normally the entire supply chain is "just in time", and now that there are shortages here and there, and strategic reserves are being used, which are also not optimally located for the refineries. Refinery supply is also affected, as refineries cannot "run" all types of crude oil, so from my perspective, there will be a long period where shipping will be criss-crossing, and when the oil price is high, "one" is willing to pay a higher shipping rate to transport their specific oil, as the profit from sold oil is higher. So, even heavily loaded in the stock, above the load lines, and having taken additional load on board today at NOK 322. The stock is approx. 50/50 distributed between Norway and US, so the risk is somewhat distributed across the stock exchanges' opening hours.
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
29 päivää sitten
‧36 min
1,03 USD/osake
Viimeisin osinko
2,77%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
- ·5 t sittenToday's subs; Universal Leader - 143k (154k RV). This one is reportedly going on a long trip; 111 days Lila Jamnagar - 95k, but it's a 2006-model that has been open for assignments since 21.01... Are we still at the point where it's difficult for 15+ year old ships to get assignments? If we disregard its downtime, it has a round trip rate of 220k Celeste Nova - 268k (RV 282k). This one has TI at Rotterdam from 13.04 - a bit early out with sub here? According to Vesselfinder, it is currently at anchor in Guyana
- ·5 t sittenSometimes I'm really tired of being European. E.g. Frontline today. Oh dear oh dear oh dear - then we get scared and we're down 5 %. Then usa opens - and then we see, they think it's okay - and then we only end up at minus 1,2% (FRO in usa actually ended up in plus). My point is - when will Europeans grow up? When do we learn to trust our own analysis of the market - instead of always blindly following US? I know this is politically charged - but it just frustrates me that we always follow the "idiots" on the other side of the pond. And yes - I know I'm going to get flak now for expressing rubbish against the smart Americans….·3 t sittenHas it occurred to you that the same would have happened in reverse if Oslo Børs opened an hour before closing on NYSE? 😊·37 min sittenNo, I don't think that will be the case or the reason at all. Asia opens before Europe - and that rarely affects it (unless we are talking about major Chinese financial institutions' problems rooted in the housing market, such as Evergrande in 2022). And the USA certainly doesn't let itself be controlled by Europe. Although the US probably accounts for around 70% of the world's stocks - their economy only accounts for a little over 1/4 of the world's.
- ·7 t sittenInteresting considerations to make - at what levels might it be sensible to move (parts of inv) from OET/FRO/DHT to BRUT/CAPT? Cf. P/NAV figures below. Downside risk is at least lower in the latter, especially after weak performance recently. From Pareto: • The VLCC-heavy names with all vessels on the water – DHT, FRO and OET – trade at 1.26x, 1.38x and 1.44x NAV on our numbers, ahead of those with more newbuilds, CAPT and BRUT, at sub-0.8x NAV. • Through 2030, 68m dwt of VLCC capacity will be delivered, while 42/60/57m dwt will turn 25/20/15 years old respectively. Meanwhile, Shipping Intelligence currently estimates 47m dwt of VLCCs are under sanctions.·5 t sittenCompletely agree with KS - it's spot on. Anyway, I will always choose a well-consolidated company over "pie in the sky". Even among old tanker companies there is a difference. For example, I would any day choose Torm over Jafnia. Simply because some companies just understand how to capitalize.,,,,,
- ·11 t sittenInvestment Director Gaute Eie at Eika is convinced that one should sell oil stocks now, and that the Iran war and stock market turmoil will soon blow over. Donald Trump is not so stupid that he pushes the world into a recession, he says. – Within 14 days this war must be resolved, otherwise we will get oil prices of over 150 dollars a barrel. If this is not resolved by then, we will also get a big stock market fall. It is recession one fears now, and it is completely fair that people are worried. I respect those who believe in this. Eie himself will not be surprised if the stock markets continue to fall in the near future, as the Iran war and the oil market could get worse before they get better. But he is nevertheless optimistic: – Personally, I am completely convinced that this will blow over. Donald Trump is not so stupid that he pushes the world into a recession. Always, when one cannot see a solution, there is a solution nonetheless. In the last seven geopolitical shocks, stock markets turn up again after 5-6 weeks and on average, stock markets are 15 percent higher one year later.·2 t sittenHolds oil stocks, and Frontline fits perfectly into the portfolio, not least because it partly functions as a hedge against lower oil prices. It will take a long time to repair the disruptions in the market. We don't know when Hormuz will open normally again, we don't know how severely production is affected as a result of direct damage and foreseeable startup problems after a prolonged shutdown, but we know that there will be a desire to replenish storage capacity outside of Hormuz and that it will take time before an equilibrium between deliveries and supply is achieved.
- ·12 t sittenGlobal shipping markets are restructuring as the Strait of Hormuz practically remains closed Tank: Rates at their highest since 2022, after Gulf flows are redirected to alternative routes Average VLCC earnings were around USD 227,000 per day as of March 20, driven by a fundamental realignment of crude oil flows. Most cargoes are now loaded from Yanbu, Fujairah, and Mina al Fahal, as large parts of the Arabian Gulf's interior are practically inaccessible to most shipowners. The Aframax segment performed particularly well, with UKC-cross rates up 55 % from the previous week to around USD 237,000 per day. This is partly due to the US's 60-day Jones Act waiver, which has drawn tonnage towards domestic deliveries to Strategic Petroleum Reserves (SPR) and refinery supply on both coasts. The Suezmax market has also strengthened, supported by increased US crude oil exports. Whether today's rate levels are sustainable will largely depend on the development of the conflict and the extent to which alternative export channels can absorb the loss of volume from the Gulf. Source: European Maritime Finance·11 t sittenThere's a complete mess in oil, this applies to both crude oil and refined products, and I believe it will take a long time to get back into equilibrium, easily more than 6-8 months, because normally the entire supply chain is "just in time", and now that there are shortages here and there, and strategic reserves are being used, which are also not optimally located for the refineries. Refinery supply is also affected, as refineries cannot "run" all types of crude oil, so from my perspective, there will be a long period where shipping will be criss-crossing, and when the oil price is high, "one" is willing to pay a higher shipping rate to transport their specific oil, as the profit from sold oil is higher. So, even heavily loaded in the stock, above the load lines, and having taken additional load on board today at NOK 322. The stock is approx. 50/50 distributed between Norway and US, so the risk is somewhat distributed across the stock exchanges' opening hours.
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 |
|---|---|---|---|---|
| 460 | - | - | ||
| 540 | - | - | ||
| 1 370 | - | - | ||
| 20 | - | - | ||
| 5 000 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 21.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
2025 Q4 -tulosraportti
29 päivää sitten
‧36 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 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 21.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 23.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
1,03 USD/osake
Viimeisin osinko
2,77%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·5 t sittenToday's subs; Universal Leader - 143k (154k RV). This one is reportedly going on a long trip; 111 days Lila Jamnagar - 95k, but it's a 2006-model that has been open for assignments since 21.01... Are we still at the point where it's difficult for 15+ year old ships to get assignments? If we disregard its downtime, it has a round trip rate of 220k Celeste Nova - 268k (RV 282k). This one has TI at Rotterdam from 13.04 - a bit early out with sub here? According to Vesselfinder, it is currently at anchor in Guyana
- ·5 t sittenSometimes I'm really tired of being European. E.g. Frontline today. Oh dear oh dear oh dear - then we get scared and we're down 5 %. Then usa opens - and then we see, they think it's okay - and then we only end up at minus 1,2% (FRO in usa actually ended up in plus). My point is - when will Europeans grow up? When do we learn to trust our own analysis of the market - instead of always blindly following US? I know this is politically charged - but it just frustrates me that we always follow the "idiots" on the other side of the pond. And yes - I know I'm going to get flak now for expressing rubbish against the smart Americans….·3 t sittenHas it occurred to you that the same would have happened in reverse if Oslo Børs opened an hour before closing on NYSE? 😊·37 min sittenNo, I don't think that will be the case or the reason at all. Asia opens before Europe - and that rarely affects it (unless we are talking about major Chinese financial institutions' problems rooted in the housing market, such as Evergrande in 2022). And the USA certainly doesn't let itself be controlled by Europe. Although the US probably accounts for around 70% of the world's stocks - their economy only accounts for a little over 1/4 of the world's.
- ·7 t sittenInteresting considerations to make - at what levels might it be sensible to move (parts of inv) from OET/FRO/DHT to BRUT/CAPT? Cf. P/NAV figures below. Downside risk is at least lower in the latter, especially after weak performance recently. From Pareto: • The VLCC-heavy names with all vessels on the water – DHT, FRO and OET – trade at 1.26x, 1.38x and 1.44x NAV on our numbers, ahead of those with more newbuilds, CAPT and BRUT, at sub-0.8x NAV. • Through 2030, 68m dwt of VLCC capacity will be delivered, while 42/60/57m dwt will turn 25/20/15 years old respectively. Meanwhile, Shipping Intelligence currently estimates 47m dwt of VLCCs are under sanctions.·5 t sittenCompletely agree with KS - it's spot on. Anyway, I will always choose a well-consolidated company over "pie in the sky". Even among old tanker companies there is a difference. For example, I would any day choose Torm over Jafnia. Simply because some companies just understand how to capitalize.,,,,,
- ·11 t sittenInvestment Director Gaute Eie at Eika is convinced that one should sell oil stocks now, and that the Iran war and stock market turmoil will soon blow over. Donald Trump is not so stupid that he pushes the world into a recession, he says. – Within 14 days this war must be resolved, otherwise we will get oil prices of over 150 dollars a barrel. If this is not resolved by then, we will also get a big stock market fall. It is recession one fears now, and it is completely fair that people are worried. I respect those who believe in this. Eie himself will not be surprised if the stock markets continue to fall in the near future, as the Iran war and the oil market could get worse before they get better. But he is nevertheless optimistic: – Personally, I am completely convinced that this will blow over. Donald Trump is not so stupid that he pushes the world into a recession. Always, when one cannot see a solution, there is a solution nonetheless. In the last seven geopolitical shocks, stock markets turn up again after 5-6 weeks and on average, stock markets are 15 percent higher one year later.·2 t sittenHolds oil stocks, and Frontline fits perfectly into the portfolio, not least because it partly functions as a hedge against lower oil prices. It will take a long time to repair the disruptions in the market. We don't know when Hormuz will open normally again, we don't know how severely production is affected as a result of direct damage and foreseeable startup problems after a prolonged shutdown, but we know that there will be a desire to replenish storage capacity outside of Hormuz and that it will take time before an equilibrium between deliveries and supply is achieved.
- ·12 t sittenGlobal shipping markets are restructuring as the Strait of Hormuz practically remains closed Tank: Rates at their highest since 2022, after Gulf flows are redirected to alternative routes Average VLCC earnings were around USD 227,000 per day as of March 20, driven by a fundamental realignment of crude oil flows. Most cargoes are now loaded from Yanbu, Fujairah, and Mina al Fahal, as large parts of the Arabian Gulf's interior are practically inaccessible to most shipowners. The Aframax segment performed particularly well, with UKC-cross rates up 55 % from the previous week to around USD 237,000 per day. This is partly due to the US's 60-day Jones Act waiver, which has drawn tonnage towards domestic deliveries to Strategic Petroleum Reserves (SPR) and refinery supply on both coasts. The Suezmax market has also strengthened, supported by increased US crude oil exports. Whether today's rate levels are sustainable will largely depend on the development of the conflict and the extent to which alternative export channels can absorb the loss of volume from the Gulf. Source: European Maritime Finance·11 t sittenThere's a complete mess in oil, this applies to both crude oil and refined products, and I believe it will take a long time to get back into equilibrium, easily more than 6-8 months, because normally the entire supply chain is "just in time", and now that there are shortages here and there, and strategic reserves are being used, which are also not optimally located for the refineries. Refinery supply is also affected, as refineries cannot "run" all types of crude oil, so from my perspective, there will be a long period where shipping will be criss-crossing, and when the oil price is high, "one" is willing to pay a higher shipping rate to transport their specific oil, as the profit from sold oil is higher. So, even heavily loaded in the stock, above the load lines, and having taken additional load on board today at NOK 322. The stock is approx. 50/50 distributed between Norway and US, so the risk is somewhat distributed across the stock exchanges' opening hours.
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 |
|---|---|---|---|---|
| 460 | - | - | ||
| 540 | - | - | ||
| 1 370 | - | - | ||
| 20 | - | - | ||
| 5 000 | - | - |
Välittäjätilasto
Dataa ei löytynyt