2026 Q2 -tulosraportti
UUTTA
7 päivää sitten
‧55 min
0,2249 NOK/osake
Viimeisin osinko
4,97%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 19.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·5 t sittenAksjestrategi.no – builds the portfolio on insider deals The two latest stocks included in Aksjestrategi.no's insider portfolio are Borr Drilling (BORR) and Photocure (PHO). Both are chosen after registered insider activity – meaning that persons with close ties to the companies have traded shares. The idea behind the strategy is simple: Follow the money of those who know the company best. 📈 BORR – Borr Drilling: 41,85 kr, +9,1 %. Ranked as no. 5 out of 56 in our model, with score 118. 📈 PHO – Photocure: 54,40 kr, +5,6 %. Ranked as no. 12 out of 56, with score 78. This is not random stock picking. Aksjestrategi.no follows insider trades on Oslo Børs and uses them as an important signal in the hunt for interesting investments.
·2 päivää sittenSEB has dropped the calculator in the Cognc bottle. Before 5 days have passed, Borr will be near 47 kroner. The analysis is probably quite clear. Borr Drilling has experienced a significant share price drop since May 2026, primarily driven by temporary operational challenges. The biggest negative impacts came from the Odin‑rig, which generated significant costs without revenue. Six rigs were in contract‑transition, which reduced dayrates and increased costs in Q2. An accounting-technical refinancing loss of 176 mio. USD created negative sentiment, even though it did not affect cash‑flow. EBITDA fell from 88,5 mio. USD in Q1 to 43,8 mio. USD in Q2, which triggered a strong market reaction. Adjusted for one-off items, the real EBITDA‑drop was however only 20–25 %. The cash‑flow‑impact was limited to approx. 50–60 mio. USD, which is moderate compared to normal operations. The market reacted disproportionately and punished the stock with a fall of 40–55 %. A rational share price drop based on EBITDA and cash‑flow would have been around 15–25 %. Low liquidity in the stock amplified the downturn, as larger selling pressure caused outsized movements. The offshore‑sector was generally sold down due to geopolitical unrest in the Middle East. Borr was caught in sector rotation, even though their backlog and dayrates remained strong. Technical utilization rate remains around 98 %, which supports the earnings potential. Contract coverage for 2026 is approx. 73 % at attractive dayrates around 134.000 USD/dag. The refinancing has extended the debt profile to 2032–2034, which reduces financial risk. The negative one-off items are not expected to recur in coming quarters. Q3 and Q4 should show significantly improved margins, if operations stabilize. The market has not correctly priced the strong backlog and high dayrates. Peer‑comparison shows that Borr was punished harder than Valaris, Seadrill and Shelf Drilling. Fundamentally, the demand for modern jack‑ups remains strong globally. The risk lies primarily in execution and geopolitical stability in the Middle East. The potential lies in margin‑recovery and normalization of operating costs. A re-rating is likely if Q3 delivers stable operations and improved EBITDA. The share price drop was greater than fundamentally justified and indicates an overreaction. Overall assessment: Borr stands with strong fundamentals, temporary problems and realistic recovery‑potential.
If the strategy is to hold off the space in 2027, for better contracts, with higher rates, it could prove to be a tactical stroke of genius. But "all" the white actually needs to be filled. And the latest rates have not shown signs of strength. I am in, like most others here, but we are speculating on positive development for JU's. So far, one cannot read anything explosive from the numbers...- ·2 päivää sittenWhat should we think about the downgrade from SEB? Cannot find the actual justification anywhere.
·3 päivää sitten · MuokattuSigurd E. Roll in Kapital this weekend: "Buy this stock before the Pareto conference Pareto Securities' annual oil and energy conference is just around the corner. We are convinced that one company in particular will be highlighted as one of the stock market's hottest buys." The rest is behind a paywall - but with a ticker for Borr and a link to Tor Olav Trøim under the ingress - so there's little doubt which stock it's about 😊
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.
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 Q2 -tulosraportti
UUTTA
7 päivää sitten
‧55 min
0,2249 NOK/osake
Viimeisin osinko
4,97%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
- ·5 t sittenAksjestrategi.no – builds the portfolio on insider deals The two latest stocks included in Aksjestrategi.no's insider portfolio are Borr Drilling (BORR) and Photocure (PHO). Both are chosen after registered insider activity – meaning that persons with close ties to the companies have traded shares. The idea behind the strategy is simple: Follow the money of those who know the company best. 📈 BORR – Borr Drilling: 41,85 kr, +9,1 %. Ranked as no. 5 out of 56 in our model, with score 118. 📈 PHO – Photocure: 54,40 kr, +5,6 %. Ranked as no. 12 out of 56, with score 78. This is not random stock picking. Aksjestrategi.no follows insider trades on Oslo Børs and uses them as an important signal in the hunt for interesting investments.
- ·2 päivää sittenSEB has dropped the calculator in the Cognc bottle. Before 5 days have passed, Borr will be near 47 kroner. The analysis is probably quite clear. Borr Drilling has experienced a significant share price drop since May 2026, primarily driven by temporary operational challenges. The biggest negative impacts came from the Odin‑rig, which generated significant costs without revenue. Six rigs were in contract‑transition, which reduced dayrates and increased costs in Q2. An accounting-technical refinancing loss of 176 mio. USD created negative sentiment, even though it did not affect cash‑flow. EBITDA fell from 88,5 mio. USD in Q1 to 43,8 mio. USD in Q2, which triggered a strong market reaction. Adjusted for one-off items, the real EBITDA‑drop was however only 20–25 %. The cash‑flow‑impact was limited to approx. 50–60 mio. USD, which is moderate compared to normal operations. The market reacted disproportionately and punished the stock with a fall of 40–55 %. A rational share price drop based on EBITDA and cash‑flow would have been around 15–25 %. Low liquidity in the stock amplified the downturn, as larger selling pressure caused outsized movements. The offshore‑sector was generally sold down due to geopolitical unrest in the Middle East. Borr was caught in sector rotation, even though their backlog and dayrates remained strong. Technical utilization rate remains around 98 %, which supports the earnings potential. Contract coverage for 2026 is approx. 73 % at attractive dayrates around 134.000 USD/dag. The refinancing has extended the debt profile to 2032–2034, which reduces financial risk. The negative one-off items are not expected to recur in coming quarters. Q3 and Q4 should show significantly improved margins, if operations stabilize. The market has not correctly priced the strong backlog and high dayrates. Peer‑comparison shows that Borr was punished harder than Valaris, Seadrill and Shelf Drilling. Fundamentally, the demand for modern jack‑ups remains strong globally. The risk lies primarily in execution and geopolitical stability in the Middle East. The potential lies in margin‑recovery and normalization of operating costs. A re-rating is likely if Q3 delivers stable operations and improved EBITDA. The share price drop was greater than fundamentally justified and indicates an overreaction. Overall assessment: Borr stands with strong fundamentals, temporary problems and realistic recovery‑potential.If the strategy is to hold off the space in 2027, for better contracts, with higher rates, it could prove to be a tactical stroke of genius. But "all" the white actually needs to be filled. And the latest rates have not shown signs of strength. I am in, like most others here, but we are speculating on positive development for JU's. So far, one cannot read anything explosive from the numbers...
- ·2 päivää sittenWhat should we think about the downgrade from SEB? Cannot find the actual justification anywhere.
- ·3 päivää sitten · MuokattuSigurd E. Roll in Kapital this weekend: "Buy this stock before the Pareto conference Pareto Securities' annual oil and energy conference is just around the corner. We are convinced that one company in particular will be highlighted as one of the stock market's hottest buys." The rest is behind a paywall - but with a ticker for Borr and a link to Tor Olav Trøim under the ingress - so there's little doubt which stock it's about 😊
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 19.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
2026 Q2 -tulosraportti
UUTTA
7 päivää sitten
‧55 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 19.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
0,2249 NOK/osake
Viimeisin osinko
4,97%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sittenAksjestrategi.no – builds the portfolio on insider deals The two latest stocks included in Aksjestrategi.no's insider portfolio are Borr Drilling (BORR) and Photocure (PHO). Both are chosen after registered insider activity – meaning that persons with close ties to the companies have traded shares. The idea behind the strategy is simple: Follow the money of those who know the company best. 📈 BORR – Borr Drilling: 41,85 kr, +9,1 %. Ranked as no. 5 out of 56 in our model, with score 118. 📈 PHO – Photocure: 54,40 kr, +5,6 %. Ranked as no. 12 out of 56, with score 78. This is not random stock picking. Aksjestrategi.no follows insider trades on Oslo Børs and uses them as an important signal in the hunt for interesting investments.
- ·2 päivää sittenSEB has dropped the calculator in the Cognc bottle. Before 5 days have passed, Borr will be near 47 kroner. The analysis is probably quite clear. Borr Drilling has experienced a significant share price drop since May 2026, primarily driven by temporary operational challenges. The biggest negative impacts came from the Odin‑rig, which generated significant costs without revenue. Six rigs were in contract‑transition, which reduced dayrates and increased costs in Q2. An accounting-technical refinancing loss of 176 mio. USD created negative sentiment, even though it did not affect cash‑flow. EBITDA fell from 88,5 mio. USD in Q1 to 43,8 mio. USD in Q2, which triggered a strong market reaction. Adjusted for one-off items, the real EBITDA‑drop was however only 20–25 %. The cash‑flow‑impact was limited to approx. 50–60 mio. USD, which is moderate compared to normal operations. The market reacted disproportionately and punished the stock with a fall of 40–55 %. A rational share price drop based on EBITDA and cash‑flow would have been around 15–25 %. Low liquidity in the stock amplified the downturn, as larger selling pressure caused outsized movements. The offshore‑sector was generally sold down due to geopolitical unrest in the Middle East. Borr was caught in sector rotation, even though their backlog and dayrates remained strong. Technical utilization rate remains around 98 %, which supports the earnings potential. Contract coverage for 2026 is approx. 73 % at attractive dayrates around 134.000 USD/dag. The refinancing has extended the debt profile to 2032–2034, which reduces financial risk. The negative one-off items are not expected to recur in coming quarters. Q3 and Q4 should show significantly improved margins, if operations stabilize. The market has not correctly priced the strong backlog and high dayrates. Peer‑comparison shows that Borr was punished harder than Valaris, Seadrill and Shelf Drilling. Fundamentally, the demand for modern jack‑ups remains strong globally. The risk lies primarily in execution and geopolitical stability in the Middle East. The potential lies in margin‑recovery and normalization of operating costs. A re-rating is likely if Q3 delivers stable operations and improved EBITDA. The share price drop was greater than fundamentally justified and indicates an overreaction. Overall assessment: Borr stands with strong fundamentals, temporary problems and realistic recovery‑potential.If the strategy is to hold off the space in 2027, for better contracts, with higher rates, it could prove to be a tactical stroke of genius. But "all" the white actually needs to be filled. And the latest rates have not shown signs of strength. I am in, like most others here, but we are speculating on positive development for JU's. So far, one cannot read anything explosive from the numbers...
- ·2 päivää sittenWhat should we think about the downgrade from SEB? Cannot find the actual justification anywhere.
- ·3 päivää sitten · MuokattuSigurd E. Roll in Kapital this weekend: "Buy this stock before the Pareto conference Pareto Securities' annual oil and energy conference is just around the corner. We are convinced that one company in particular will be highlighted as one of the stock market's hottest buys." The rest is behind a paywall - but with a ticker for Borr and a link to Tor Olav Trøim under the ingress - so there's little doubt which stock it's about 😊
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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