2026 Q2 - tulosraportti
33 päivää sitten
‧48 min
7,5358 NOK/osake
Viimeisin osinko
6,51%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 155 | - | - | ||
| 1 000 | - | - | ||
| 49 | - | - | ||
| 182 | - | - | ||
| 150 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 22.5. | ||
2025 Q4 - tulosraportti 27.2. | ||
2025 Q3 - tulosraportti 21.11.2025 | ||
2025 Q2 - tulosraportti 29.8.2025 |
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
·1 t sittenFro og Okeanis are dividend machines, Especially Okeanis is highly priced in relation to Nav at 175 million dollars per VLCC, Suezmax approx. 110 million dollars, but not particularly highly priced in relation to the rates they are currently invoicing. Capital Tankers is slightly different with 16 ships on the water, 33 by 2028 and very exciting options for 13 new ships that can also be delivered during '28. If they go for the options, the rates stay at 150' dollars a day, and ship values are at the mentioned levels, maybe Capt is the best buy now with a value of kr 330,- per share at nav of approx. 0.9. OMC and to some extent also Volare are more asset play which can double upon the sale of contracts valuing the ships at 150 million dollars or more. There are currently very good opportunities for profit in all the companies, either due to good dividends, or the increase that has been in ship values and which can be realized now for those who have ships on the water. When now 3-year contracts are signed at 100' plus, some of the ships on order for OMC should also start to become attractive as sales objects for around 150 million dollars. In that case, as mentioned, the share value will at least double overnight.
1 t sittenIran has now directly struck at least three vessels crossing the Strait of Hormuz in a single day, including a crude oil tanker, an LNG tanker and a third vessel, marking the largest number of reported hits in the waterway in a single day, per UKMTO. The three vessels were reportedly hit by unknown projectiles, with the attacks coming as Iran continues enforcing its restrictions on shipping through the Strait. All were US-escorted vessels, with zero US response reported.
Iran has almost daily for several months attacked shipping traffic in Hormuz. Despite this, traffic out of the strait is increasing. We have recently received the data points for the rates the shuttle ships are running at and it is up to 3 500 000 usd per DAY... Previously, shuttle only operated at night. Now they are also shuttling during the day. The pipeline to Yanbu has also been opened and exports from there have picked up. The strait has never been 100% closed. In any conflict.
·3 t sittenTD22 FFA is up approx 5% today. I am long Frontline.
·4 t sittenFrontline is entering a very interesting period 🚢💰 It is easy to just follow today's extreme VLCC rates and BDTI, but I think the fleet renewal and TC contracts are at least as interesting going forward. Frontline has sold 10 older VLCCs in 2026, in addition to 2 Suezmax, while the company has simultaneously bought 9 new modern ECO-VLCCs with scrubbers. Six of the nine have already been delivered, and the rest will arrive towards 2027. The new ships are more fuel-efficient and largely replace older tonnage while second-hand values on VLCCs are very high. The ship sales have also freed up significant capital. The sale of just two 2017 VLCCs for $270 mill. yielded around $179 mill. in net cash, and contributed to the extra dividend of $0.80 per share. If the second-hand market remains strong, it will be exciting to see if Frontline sells further older tonnage. Then comes perhaps the most interesting part in 2027: 12 VLCCs on one-year TC contracts may become available for renegotiation around January–July. Among these are 7 ships currently on $76,900/day, one at $93,500 and four modern newbuilds at $110–120,000/day. Frontline has previously shown that they gladly combine spot exposure with locking in very good TC rates. If the VLCC market is still strong when the contracts are to be renewed, especially the 7 ships at $76,900 could see a significant boost in earnings upon new contracts. At the same time, Frontline's estimated VLCC cash breakeven is only around $23,800/day. This means rates can fall a lot from today's extreme levels and still provide good earnings. For me, therefore, BDTI + spot rates + 1-year TC rates + new Frontline contracts + any new ship sales will be the most important things to follow going forward. And a bit further ahead comes the big test: a lot of new VLCC tonnage is to be delivered globally in 2028–29. Frontline, on the other hand, will finish its own large fleet renewal before this. If they manage to harvest today's strong market, secure good TC contracts and sell older ships at high second-hand values before the supply side gets heavier, the next quarters could be very interesting. Is it correct that the breakeven is at $23800/day🤔 What do you think Frontline will get on new one-year TC contracts in 2027 – , $120k, $140k, $160k or even higher? 🤔🚢💰
I entered Hunter by chance and realized things move fast in shipping. Out of Hunter and into FRO. From what little I understand, the VLCC rates drive everything plus the sale of old ships spices things up quite nicely. I initially interpreted that Fredriksen sells the old ones when VLCC is at the top, i.e., that it is heading downwards. New insight: that correlation is not linear at 1. The rates have dropped rather modestly in the last announcements. This doesn't necessarily mean all that much. Thought that comes to mind from your text. If the rates drop properly. Say 50k $/day, FRO still makes a profit. The share price will likely drop quite a bit, though, I guess. Unsure where I was going with this other than sorting out some thoughts before reinvesting or staying out and being in early in Swedish small caps and consumer bolagen [consumer companies].
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
33 päivää sitten
‧48 min
7,5358 NOK/osake
Viimeisin osinko
6,51%Tuotto/v
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
- ·1 t sittenFro og Okeanis are dividend machines, Especially Okeanis is highly priced in relation to Nav at 175 million dollars per VLCC, Suezmax approx. 110 million dollars, but not particularly highly priced in relation to the rates they are currently invoicing. Capital Tankers is slightly different with 16 ships on the water, 33 by 2028 and very exciting options for 13 new ships that can also be delivered during '28. If they go for the options, the rates stay at 150' dollars a day, and ship values are at the mentioned levels, maybe Capt is the best buy now with a value of kr 330,- per share at nav of approx. 0.9. OMC and to some extent also Volare are more asset play which can double upon the sale of contracts valuing the ships at 150 million dollars or more. There are currently very good opportunities for profit in all the companies, either due to good dividends, or the increase that has been in ship values and which can be realized now for those who have ships on the water. When now 3-year contracts are signed at 100' plus, some of the ships on order for OMC should also start to become attractive as sales objects for around 150 million dollars. In that case, as mentioned, the share value will at least double overnight.
- 1 t sittenIran has now directly struck at least three vessels crossing the Strait of Hormuz in a single day, including a crude oil tanker, an LNG tanker and a third vessel, marking the largest number of reported hits in the waterway in a single day, per UKMTO. The three vessels were reportedly hit by unknown projectiles, with the attacks coming as Iran continues enforcing its restrictions on shipping through the Strait. All were US-escorted vessels, with zero US response reported.Iran has almost daily for several months attacked shipping traffic in Hormuz. Despite this, traffic out of the strait is increasing. We have recently received the data points for the rates the shuttle ships are running at and it is up to 3 500 000 usd per DAY... Previously, shuttle only operated at night. Now they are also shuttling during the day. The pipeline to Yanbu has also been opened and exports from there have picked up. The strait has never been 100% closed. In any conflict.
- ·3 t sittenTD22 FFA is up approx 5% today. I am long Frontline.
- ·4 t sittenFrontline is entering a very interesting period 🚢💰 It is easy to just follow today's extreme VLCC rates and BDTI, but I think the fleet renewal and TC contracts are at least as interesting going forward. Frontline has sold 10 older VLCCs in 2026, in addition to 2 Suezmax, while the company has simultaneously bought 9 new modern ECO-VLCCs with scrubbers. Six of the nine have already been delivered, and the rest will arrive towards 2027. The new ships are more fuel-efficient and largely replace older tonnage while second-hand values on VLCCs are very high. The ship sales have also freed up significant capital. The sale of just two 2017 VLCCs for $270 mill. yielded around $179 mill. in net cash, and contributed to the extra dividend of $0.80 per share. If the second-hand market remains strong, it will be exciting to see if Frontline sells further older tonnage. Then comes perhaps the most interesting part in 2027: 12 VLCCs on one-year TC contracts may become available for renegotiation around January–July. Among these are 7 ships currently on $76,900/day, one at $93,500 and four modern newbuilds at $110–120,000/day. Frontline has previously shown that they gladly combine spot exposure with locking in very good TC rates. If the VLCC market is still strong when the contracts are to be renewed, especially the 7 ships at $76,900 could see a significant boost in earnings upon new contracts. At the same time, Frontline's estimated VLCC cash breakeven is only around $23,800/day. This means rates can fall a lot from today's extreme levels and still provide good earnings. For me, therefore, BDTI + spot rates + 1-year TC rates + new Frontline contracts + any new ship sales will be the most important things to follow going forward. And a bit further ahead comes the big test: a lot of new VLCC tonnage is to be delivered globally in 2028–29. Frontline, on the other hand, will finish its own large fleet renewal before this. If they manage to harvest today's strong market, secure good TC contracts and sell older ships at high second-hand values before the supply side gets heavier, the next quarters could be very interesting. Is it correct that the breakeven is at $23800/day🤔 What do you think Frontline will get on new one-year TC contracts in 2027 – , $120k, $140k, $160k or even higher? 🤔🚢💰I entered Hunter by chance and realized things move fast in shipping. Out of Hunter and into FRO. From what little I understand, the VLCC rates drive everything plus the sale of old ships spices things up quite nicely. I initially interpreted that Fredriksen sells the old ones when VLCC is at the top, i.e., that it is heading downwards. New insight: that correlation is not linear at 1. The rates have dropped rather modestly in the last announcements. This doesn't necessarily mean all that much. Thought that comes to mind from your text. If the rates drop properly. Say 50k $/day, FRO still makes a profit. The share price will likely drop quite a bit, though, I guess. Unsure where I was going with this other than sorting out some thoughts before reinvesting or staying out and being in early in Swedish small caps and consumer bolagen [consumer companies].
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 |
|---|---|---|---|---|
| 155 | - | - | ||
| 1 000 | - | - | ||
| 49 | - | - | ||
| 182 | - | - | ||
| 150 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 22.5. | ||
2025 Q4 - tulosraportti 27.2. | ||
2025 Q3 - tulosraportti 21.11.2025 | ||
2025 Q2 - tulosraportti 29.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
33 päivää sitten
‧48 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 22.5. | ||
2025 Q4 - tulosraportti 27.2. | ||
2025 Q3 - tulosraportti 21.11.2025 | ||
2025 Q2 - tulosraportti 29.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
7,5358 NOK/osake
Viimeisin osinko
6,51%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenFro og Okeanis are dividend machines, Especially Okeanis is highly priced in relation to Nav at 175 million dollars per VLCC, Suezmax approx. 110 million dollars, but not particularly highly priced in relation to the rates they are currently invoicing. Capital Tankers is slightly different with 16 ships on the water, 33 by 2028 and very exciting options for 13 new ships that can also be delivered during '28. If they go for the options, the rates stay at 150' dollars a day, and ship values are at the mentioned levels, maybe Capt is the best buy now with a value of kr 330,- per share at nav of approx. 0.9. OMC and to some extent also Volare are more asset play which can double upon the sale of contracts valuing the ships at 150 million dollars or more. There are currently very good opportunities for profit in all the companies, either due to good dividends, or the increase that has been in ship values and which can be realized now for those who have ships on the water. When now 3-year contracts are signed at 100' plus, some of the ships on order for OMC should also start to become attractive as sales objects for around 150 million dollars. In that case, as mentioned, the share value will at least double overnight.
- 1 t sittenIran has now directly struck at least three vessels crossing the Strait of Hormuz in a single day, including a crude oil tanker, an LNG tanker and a third vessel, marking the largest number of reported hits in the waterway in a single day, per UKMTO. The three vessels were reportedly hit by unknown projectiles, with the attacks coming as Iran continues enforcing its restrictions on shipping through the Strait. All were US-escorted vessels, with zero US response reported.Iran has almost daily for several months attacked shipping traffic in Hormuz. Despite this, traffic out of the strait is increasing. We have recently received the data points for the rates the shuttle ships are running at and it is up to 3 500 000 usd per DAY... Previously, shuttle only operated at night. Now they are also shuttling during the day. The pipeline to Yanbu has also been opened and exports from there have picked up. The strait has never been 100% closed. In any conflict.
- ·3 t sittenTD22 FFA is up approx 5% today. I am long Frontline.
- ·4 t sittenFrontline is entering a very interesting period 🚢💰 It is easy to just follow today's extreme VLCC rates and BDTI, but I think the fleet renewal and TC contracts are at least as interesting going forward. Frontline has sold 10 older VLCCs in 2026, in addition to 2 Suezmax, while the company has simultaneously bought 9 new modern ECO-VLCCs with scrubbers. Six of the nine have already been delivered, and the rest will arrive towards 2027. The new ships are more fuel-efficient and largely replace older tonnage while second-hand values on VLCCs are very high. The ship sales have also freed up significant capital. The sale of just two 2017 VLCCs for $270 mill. yielded around $179 mill. in net cash, and contributed to the extra dividend of $0.80 per share. If the second-hand market remains strong, it will be exciting to see if Frontline sells further older tonnage. Then comes perhaps the most interesting part in 2027: 12 VLCCs on one-year TC contracts may become available for renegotiation around January–July. Among these are 7 ships currently on $76,900/day, one at $93,500 and four modern newbuilds at $110–120,000/day. Frontline has previously shown that they gladly combine spot exposure with locking in very good TC rates. If the VLCC market is still strong when the contracts are to be renewed, especially the 7 ships at $76,900 could see a significant boost in earnings upon new contracts. At the same time, Frontline's estimated VLCC cash breakeven is only around $23,800/day. This means rates can fall a lot from today's extreme levels and still provide good earnings. For me, therefore, BDTI + spot rates + 1-year TC rates + new Frontline contracts + any new ship sales will be the most important things to follow going forward. And a bit further ahead comes the big test: a lot of new VLCC tonnage is to be delivered globally in 2028–29. Frontline, on the other hand, will finish its own large fleet renewal before this. If they manage to harvest today's strong market, secure good TC contracts and sell older ships at high second-hand values before the supply side gets heavier, the next quarters could be very interesting. Is it correct that the breakeven is at $23800/day🤔 What do you think Frontline will get on new one-year TC contracts in 2027 – , $120k, $140k, $160k or even higher? 🤔🚢💰I entered Hunter by chance and realized things move fast in shipping. Out of Hunter and into FRO. From what little I understand, the VLCC rates drive everything plus the sale of old ships spices things up quite nicely. I initially interpreted that Fredriksen sells the old ones when VLCC is at the top, i.e., that it is heading downwards. New insight: that correlation is not linear at 1. The rates have dropped rather modestly in the last announcements. This doesn't necessarily mean all that much. Thought that comes to mind from your text. If the rates drop properly. Say 50k $/day, FRO still makes a profit. The share price will likely drop quite a bit, though, I guess. Unsure where I was going with this other than sorting out some thoughts before reinvesting or staying out and being in early in Swedish small caps and consumer bolagen [consumer companies].
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 |
|---|---|---|---|---|
| 155 | - | - | ||
| 1 000 | - | - | ||
| 49 | - | - | ||
| 182 | - | - | ||
| 150 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt