2025 Q3 -tulosraportti
65 päivää sitten50 min
0,19 USD/osake
Viimeisin osinko
3,67%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
200
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 067 | - | - | ||
| 3 067 | - | - | ||
| 100 | - | - | ||
| 170 | - | - | ||
| 45 | - | - |
Ylin
257,9VWAP
Alin
247,9VaihtoMäärä
244,4 964 429
VWAP
Ylin
257,9Alin
247,9VaihtoMäärä
244,4 964 429
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 21.11.2025 | |
| 2025 Q2 -tulosraportti | 29.8.2025 | |
| 2025 Q1 -tulosraportti | 23.5.2025 | |
| 2024 Q4 -tulosraportti | 28.2.2025 | |
| 2024 Q3 -tulosraportti | 27.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sitten
·7 t sittenI have previously seen reports that production can be increased by 200-300k (barrels per day) in the short term, but that anything beyond that will require significant investments (and time). Positive for tankers, but perhaps not significant (well, apart from the fact that the market is tight - as it is now, even small increases can have a good impact on rates)
·1 päivä sittenCompletely disagree with Hannisbal.. When activity is high and charterers are pushing rate levels upwards, we are historically not near the top. The first sign of the opposite is little or no activity in the period market. The situation in Venezuela, Russia and Iran indicates less cargo for the dark fleet and more demand for compliant crude. This is a perfect storm that end-users are aware of.... Pareto says we are heading towards $4 + dividend in 2026. Equivalent to a yield of 17% Values, especially for aframax, continue to rise, so NAV will also correct upwards.
·1 päivä sitten
·1 päivä sittenThen it's just to buckle up for Monday. Impressively good prices on such long contracts. 📈·1 päivä sittenDoes anyone have parts of the finance newspaper post?
·1 päivä sitten·2 t sittenFriday evening it became known that Frontline has entered into agreements where seven VLCC ships will be leased out at a fixed rate of 76,900 dollars per day for a period of one year, with commencement from the end of January to April. In comparison, Frontline had as of Q3 2025 a cash break-even of 26,000 dollars per day for the same type of ships. – "We are in a completely extraordinary market situation, and these are long-term rate levels we haven't seen in decades," comments CEO Lars H. Barstad of Frontline Management in the stock exchange announcement. – "These are some tremendous fixtures, we haven't really seen anything similar in 20 years," says Head of Analysis Eirik Haavaldsen at Pareto Securities to Finansavisen on Saturday. If these rate levels are used as a basis for the entire VLCC fleet, Frontline's earnings per share in 2026 could be lifted to around 40 kroner, from today's estimate of around 30 kroner, according to the analyst. If the rates for the suezmax and aframax segments are also adjusted upwards accordingly, earnings per share could reach up to 45 kroner. That corresponds to around 50 percent upside compared to today's consensus estimate. Finansavisen has previously reported on South Korean Sinokor, which is linked to a massive buying spree for over 50 ships in recent weeks. Frontline and CMB.tech alone have confirmed the sale of 14 ships for 1.35 billion dollars. – "Even if Frontline won't say it, it's probably the same player who has already tried to vacuum up the VLCC market. Rumors also say that they actually wanted to buy these ships as well," says the head of analysis. Before the agreement, shipbrokers priced one-year VLCC contracts at around 70,000 dollars per day. Haavaldsen thus believes that Frontline's agreement sets a new standard in the market. – "We also expect that some traditional charterers, larger oil players, do not like what they see. An increasingly larger share of the independent modern VLCC fleet is now controlled by players from Asia and the Middle East." – "Therefore, more long-term agreements should also rise well, and reduce risk and increase estimates for 2027 and 2028. Ship values are also not expected to fall anytime soon," concludes the analyst. Long-term agreements at these levels are, according to Pareto, a clear sign of strength and point towards a longer cycle, where geopolitical conditions continue to dominate. Thus, the estimate for VLCC rates in 2027 of 50,000 dollars per day now appears conservative, as three-year agreements are concluded at levels above 55,000 dollars. "With deliveries of newbuilds only possible late in 2028 or 2029, increased focus on the shadow fleet and a significant aging of the fleet, the shares should trade at higher multiples," writes the Pareto CEO in a report on Saturday. At these rate levels, and without adjustments to ship values, the brokerage firm's estimate for Net Asset Value (NAV) at the end of 2026 will be around 270 kroner per share. With a normal premium of 25 percent, this corresponds to a share price in the range of 330 to 340 kroner.
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 Q3 -tulosraportti
65 päivää sitten50 min
0,19 USD/osake
Viimeisin osinko
3,67%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
- ·1 päivä sitten·7 t sittenI have previously seen reports that production can be increased by 200-300k (barrels per day) in the short term, but that anything beyond that will require significant investments (and time). Positive for tankers, but perhaps not significant (well, apart from the fact that the market is tight - as it is now, even small increases can have a good impact on rates)
- ·1 päivä sittenCompletely disagree with Hannisbal.. When activity is high and charterers are pushing rate levels upwards, we are historically not near the top. The first sign of the opposite is little or no activity in the period market. The situation in Venezuela, Russia and Iran indicates less cargo for the dark fleet and more demand for compliant crude. This is a perfect storm that end-users are aware of.... Pareto says we are heading towards $4 + dividend in 2026. Equivalent to a yield of 17% Values, especially for aframax, continue to rise, so NAV will also correct upwards.
- ·1 päivä sitten
- ·1 päivä sittenThen it's just to buckle up for Monday. Impressively good prices on such long contracts. 📈·1 päivä sittenDoes anyone have parts of the finance newspaper post?
- ·1 päivä sitten·2 t sittenFriday evening it became known that Frontline has entered into agreements where seven VLCC ships will be leased out at a fixed rate of 76,900 dollars per day for a period of one year, with commencement from the end of January to April. In comparison, Frontline had as of Q3 2025 a cash break-even of 26,000 dollars per day for the same type of ships. – "We are in a completely extraordinary market situation, and these are long-term rate levels we haven't seen in decades," comments CEO Lars H. Barstad of Frontline Management in the stock exchange announcement. – "These are some tremendous fixtures, we haven't really seen anything similar in 20 years," says Head of Analysis Eirik Haavaldsen at Pareto Securities to Finansavisen on Saturday. If these rate levels are used as a basis for the entire VLCC fleet, Frontline's earnings per share in 2026 could be lifted to around 40 kroner, from today's estimate of around 30 kroner, according to the analyst. If the rates for the suezmax and aframax segments are also adjusted upwards accordingly, earnings per share could reach up to 45 kroner. That corresponds to around 50 percent upside compared to today's consensus estimate. Finansavisen has previously reported on South Korean Sinokor, which is linked to a massive buying spree for over 50 ships in recent weeks. Frontline and CMB.tech alone have confirmed the sale of 14 ships for 1.35 billion dollars. – "Even if Frontline won't say it, it's probably the same player who has already tried to vacuum up the VLCC market. Rumors also say that they actually wanted to buy these ships as well," says the head of analysis. Before the agreement, shipbrokers priced one-year VLCC contracts at around 70,000 dollars per day. Haavaldsen thus believes that Frontline's agreement sets a new standard in the market. – "We also expect that some traditional charterers, larger oil players, do not like what they see. An increasingly larger share of the independent modern VLCC fleet is now controlled by players from Asia and the Middle East." – "Therefore, more long-term agreements should also rise well, and reduce risk and increase estimates for 2027 and 2028. Ship values are also not expected to fall anytime soon," concludes the analyst. Long-term agreements at these levels are, according to Pareto, a clear sign of strength and point towards a longer cycle, where geopolitical conditions continue to dominate. Thus, the estimate for VLCC rates in 2027 of 50,000 dollars per day now appears conservative, as three-year agreements are concluded at levels above 55,000 dollars. "With deliveries of newbuilds only possible late in 2028 or 2029, increased focus on the shadow fleet and a significant aging of the fleet, the shares should trade at higher multiples," writes the Pareto CEO in a report on Saturday. At these rate levels, and without adjustments to ship values, the brokerage firm's estimate for Net Asset Value (NAV) at the end of 2026 will be around 270 kroner per share. With a normal premium of 25 percent, this corresponds to a share price in the range of 330 to 340 kroner.
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
200
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 067 | - | - | ||
| 3 067 | - | - | ||
| 100 | - | - | ||
| 170 | - | - | ||
| 45 | - | - |
Ylin
257,9VWAP
Alin
247,9VaihtoMäärä
244,4 964 429
VWAP
Ylin
257,9Alin
247,9VaihtoMäärä
244,4 964 429
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 21.11.2025 | |
| 2025 Q2 -tulosraportti | 29.8.2025 | |
| 2025 Q1 -tulosraportti | 23.5.2025 | |
| 2024 Q4 -tulosraportti | 28.2.2025 | |
| 2024 Q3 -tulosraportti | 27.11.2024 |
2025 Q3 -tulosraportti
65 päivää sitten50 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 21.11.2025 | |
| 2025 Q2 -tulosraportti | 29.8.2025 | |
| 2025 Q1 -tulosraportti | 23.5.2025 | |
| 2024 Q4 -tulosraportti | 28.2.2025 | |
| 2024 Q3 -tulosraportti | 27.11.2024 |
0,19 USD/osake
Viimeisin osinko
3,67%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sitten·7 t sittenI have previously seen reports that production can be increased by 200-300k (barrels per day) in the short term, but that anything beyond that will require significant investments (and time). Positive for tankers, but perhaps not significant (well, apart from the fact that the market is tight - as it is now, even small increases can have a good impact on rates)
- ·1 päivä sittenCompletely disagree with Hannisbal.. When activity is high and charterers are pushing rate levels upwards, we are historically not near the top. The first sign of the opposite is little or no activity in the period market. The situation in Venezuela, Russia and Iran indicates less cargo for the dark fleet and more demand for compliant crude. This is a perfect storm that end-users are aware of.... Pareto says we are heading towards $4 + dividend in 2026. Equivalent to a yield of 17% Values, especially for aframax, continue to rise, so NAV will also correct upwards.
- ·1 päivä sitten
- ·1 päivä sittenThen it's just to buckle up for Monday. Impressively good prices on such long contracts. 📈·1 päivä sittenDoes anyone have parts of the finance newspaper post?
- ·1 päivä sitten·2 t sittenFriday evening it became known that Frontline has entered into agreements where seven VLCC ships will be leased out at a fixed rate of 76,900 dollars per day for a period of one year, with commencement from the end of January to April. In comparison, Frontline had as of Q3 2025 a cash break-even of 26,000 dollars per day for the same type of ships. – "We are in a completely extraordinary market situation, and these are long-term rate levels we haven't seen in decades," comments CEO Lars H. Barstad of Frontline Management in the stock exchange announcement. – "These are some tremendous fixtures, we haven't really seen anything similar in 20 years," says Head of Analysis Eirik Haavaldsen at Pareto Securities to Finansavisen on Saturday. If these rate levels are used as a basis for the entire VLCC fleet, Frontline's earnings per share in 2026 could be lifted to around 40 kroner, from today's estimate of around 30 kroner, according to the analyst. If the rates for the suezmax and aframax segments are also adjusted upwards accordingly, earnings per share could reach up to 45 kroner. That corresponds to around 50 percent upside compared to today's consensus estimate. Finansavisen has previously reported on South Korean Sinokor, which is linked to a massive buying spree for over 50 ships in recent weeks. Frontline and CMB.tech alone have confirmed the sale of 14 ships for 1.35 billion dollars. – "Even if Frontline won't say it, it's probably the same player who has already tried to vacuum up the VLCC market. Rumors also say that they actually wanted to buy these ships as well," says the head of analysis. Before the agreement, shipbrokers priced one-year VLCC contracts at around 70,000 dollars per day. Haavaldsen thus believes that Frontline's agreement sets a new standard in the market. – "We also expect that some traditional charterers, larger oil players, do not like what they see. An increasingly larger share of the independent modern VLCC fleet is now controlled by players from Asia and the Middle East." – "Therefore, more long-term agreements should also rise well, and reduce risk and increase estimates for 2027 and 2028. Ship values are also not expected to fall anytime soon," concludes the analyst. Long-term agreements at these levels are, according to Pareto, a clear sign of strength and point towards a longer cycle, where geopolitical conditions continue to dominate. Thus, the estimate for VLCC rates in 2027 of 50,000 dollars per day now appears conservative, as three-year agreements are concluded at levels above 55,000 dollars. "With deliveries of newbuilds only possible late in 2028 or 2029, increased focus on the shadow fleet and a significant aging of the fleet, the shares should trade at higher multiples," writes the Pareto CEO in a report on Saturday. At these rate levels, and without adjustments to ship values, the brokerage firm's estimate for Net Asset Value (NAV) at the end of 2026 will be around 270 kroner per share. With a normal premium of 25 percent, this corresponds to a share price in the range of 330 to 340 kroner.
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
200
Myynti
Määrä
200
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 067 | - | - | ||
| 3 067 | - | - | ||
| 100 | - | - | ||
| 170 | - | - | ||
| 45 | - | - |
Ylin
257,9VWAP
Alin
247,9VaihtoMäärä
244,4 964 429
VWAP
Ylin
257,9Alin
247,9VaihtoMäärä
244,4 964 429
Välittäjätilasto
Dataa ei löytynyt