2025 Q2 -tulosraportti
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116 päivää sitten
Tarjoustasot
Euronext Growth Oslo
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Osto
3 254
Myynti
Määrä
700
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 44 | - | - | ||
| 27 | - | - | ||
| 68 | - | - | ||
| 978 | - | - | ||
| 38 | - | - |
Ylin
44VWAP
Alin
43VaihtoMäärä
0,3 6 226
VWAP
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44Alin
43VaihtoMäärä
0,3 6 226
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Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2 -tulosraportti | 12.8. | |
| 2024 Q4 -tulosraportti | 21.2. |
Datan lähde: Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenThis one is moving slowly. Is there any point in holding on or might one as well just sell out and then possibly come back sometime in the future if something starts to happen? What do you all think?
·1 päivä sittenWell, no one knows if existing shareholders will be diluted by the next share issue. And until the ships are on the water and start making money, the share will not rise, unless the price of similar ships rises sharply. So one could say that it is dead money until then. I only hold a postage stamp in Burton so I remember the share and can follow along.
·3.11.Took a small position here at the emission price, so time will tell. Regardless, it will be exciting to follow this here.- ·22.10.There was a real "ketchup effect" here in recent days. A long time without much news, before it has taken off in recent days with news on a continuous basis. If I interpret stock market announcements and media coverage correctly here, Bruton/Andes now has 6 vlcc ships on order + two more ships as an option, with planned delivery Q3 2026, Q1 2027, Q3 2027, Q4 2027, Q4 2028, Q2 2029, Q3 2029 and Q4 2029. Total price about $1070 million. Of this, they (Bruton and Andes) have paid in about $50 million and there is over $1000 million remaining. At the Pareto conference they presented a strategy where they want to list with an injection of about $300 million on the New York Stock Exchange in addition to this week's issue in Oslo and that they would "buy up" Andes Tankers and thus get a fleet of 4 ships with a low debt ratio (20 percent) and associated low CBE and high dividend potential. With 8 ships, this calculation breaks down, so I have done some calculations on two alternatives (retain 20% debt ratio combined with additional issue or copy Himalaya's leverage and manage without additional issue - after the planned US listing) - ref scenario 2 and 3 in the company's presentation last month. Given the installments to the shipyard (and assuming that they trigger the option on ships 7+8): - if they choose to keep low leverage and high EK (scenario 3 in Bruton's presentation at the Pareto conference last month), then they must complete the US listing in a year and then another new issue of about $400 million around the turn of the year 2027/2028. Then they will retain a CBE of about $20,000 per ship per day and a fleet of 8 ships delivered between Q3 2026 and Q4 2029, but with significant dilution. - if they choose to copy Himalaya's leverage (scenario 2 in Bruton's presentation at the Pareto conference last month), then the US listing is fine given that they will raise $300 million there over the next year. Then we avoid further dilution, but the CBE will be significantly higher than $20,000 per ship per day. Has anyone else calculated this in the last few days and gotten similar or different results?
·23.10.You must ask the wizard who sees where the market is in 2028-29 All the rest of us cannot answer you because the question is completely pointless. Perhaps you won't get any dividends at all, perhaps the company goes bankrupt. There is plenty of debt here
·27.10.Disagree. Calculating the rates in a large tank in 3-4 years is a total waste of time. Even a wizard wouldn't bother because the crystal ball for such exercises hasn't been invented. Even on a 6-month horizon, this is a terribly uncertain exercise. WB & co have probably never spent time calculating on extremely cyclical stocks like crude oil transportation many years into the future. I highly doubt whether Berkshire has ever invested in FRO/similar.
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 ja analyysit
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 Q2 -tulosraportti
Vain PDF
116 päivää sitten
Uutiset ja analyysit
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 sittenThis one is moving slowly. Is there any point in holding on or might one as well just sell out and then possibly come back sometime in the future if something starts to happen? What do you all think?·1 päivä sittenWell, no one knows if existing shareholders will be diluted by the next share issue. And until the ships are on the water and start making money, the share will not rise, unless the price of similar ships rises sharply. So one could say that it is dead money until then. I only hold a postage stamp in Burton so I remember the share and can follow along.
- ·3.11.Took a small position here at the emission price, so time will tell. Regardless, it will be exciting to follow this here.
- ·22.10.There was a real "ketchup effect" here in recent days. A long time without much news, before it has taken off in recent days with news on a continuous basis. If I interpret stock market announcements and media coverage correctly here, Bruton/Andes now has 6 vlcc ships on order + two more ships as an option, with planned delivery Q3 2026, Q1 2027, Q3 2027, Q4 2027, Q4 2028, Q2 2029, Q3 2029 and Q4 2029. Total price about $1070 million. Of this, they (Bruton and Andes) have paid in about $50 million and there is over $1000 million remaining. At the Pareto conference they presented a strategy where they want to list with an injection of about $300 million on the New York Stock Exchange in addition to this week's issue in Oslo and that they would "buy up" Andes Tankers and thus get a fleet of 4 ships with a low debt ratio (20 percent) and associated low CBE and high dividend potential. With 8 ships, this calculation breaks down, so I have done some calculations on two alternatives (retain 20% debt ratio combined with additional issue or copy Himalaya's leverage and manage without additional issue - after the planned US listing) - ref scenario 2 and 3 in the company's presentation last month. Given the installments to the shipyard (and assuming that they trigger the option on ships 7+8): - if they choose to keep low leverage and high EK (scenario 3 in Bruton's presentation at the Pareto conference last month), then they must complete the US listing in a year and then another new issue of about $400 million around the turn of the year 2027/2028. Then they will retain a CBE of about $20,000 per ship per day and a fleet of 8 ships delivered between Q3 2026 and Q4 2029, but with significant dilution. - if they choose to copy Himalaya's leverage (scenario 2 in Bruton's presentation at the Pareto conference last month), then the US listing is fine given that they will raise $300 million there over the next year. Then we avoid further dilution, but the CBE will be significantly higher than $20,000 per ship per day. Has anyone else calculated this in the last few days and gotten similar or different results?·23.10.You must ask the wizard who sees where the market is in 2028-29 All the rest of us cannot answer you because the question is completely pointless. Perhaps you won't get any dividends at all, perhaps the company goes bankrupt. There is plenty of debt here·27.10.Disagree. Calculating the rates in a large tank in 3-4 years is a total waste of time. Even a wizard wouldn't bother because the crystal ball for such exercises hasn't been invented. Even on a 6-month horizon, this is a terribly uncertain exercise. WB & co have probably never spent time calculating on extremely cyclical stocks like crude oil transportation many years into the future. I highly doubt whether Berkshire has ever invested in FRO/similar.
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
Euronext Growth Oslo
Määrä
Osto
3 254
Myynti
Määrä
700
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 44 | - | - | ||
| 27 | - | - | ||
| 68 | - | - | ||
| 978 | - | - | ||
| 38 | - | - |
Ylin
44VWAP
Alin
43VaihtoMäärä
0,3 6 226
VWAP
Ylin
44Alin
43VaihtoMäärä
0,3 6 226
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2 -tulosraportti | 12.8. | |
| 2024 Q4 -tulosraportti | 21.2. |
Datan lähde: Quartr
2025 Q2 -tulosraportti
Vain PDF
116 päivää sitten
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2 -tulosraportti | 12.8. | |
| 2024 Q4 -tulosraportti | 21.2. |
Datan lähde: Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThis one is moving slowly. Is there any point in holding on or might one as well just sell out and then possibly come back sometime in the future if something starts to happen? What do you all think?·1 päivä sittenWell, no one knows if existing shareholders will be diluted by the next share issue. And until the ships are on the water and start making money, the share will not rise, unless the price of similar ships rises sharply. So one could say that it is dead money until then. I only hold a postage stamp in Burton so I remember the share and can follow along.
- ·3.11.Took a small position here at the emission price, so time will tell. Regardless, it will be exciting to follow this here.
- ·22.10.There was a real "ketchup effect" here in recent days. A long time without much news, before it has taken off in recent days with news on a continuous basis. If I interpret stock market announcements and media coverage correctly here, Bruton/Andes now has 6 vlcc ships on order + two more ships as an option, with planned delivery Q3 2026, Q1 2027, Q3 2027, Q4 2027, Q4 2028, Q2 2029, Q3 2029 and Q4 2029. Total price about $1070 million. Of this, they (Bruton and Andes) have paid in about $50 million and there is over $1000 million remaining. At the Pareto conference they presented a strategy where they want to list with an injection of about $300 million on the New York Stock Exchange in addition to this week's issue in Oslo and that they would "buy up" Andes Tankers and thus get a fleet of 4 ships with a low debt ratio (20 percent) and associated low CBE and high dividend potential. With 8 ships, this calculation breaks down, so I have done some calculations on two alternatives (retain 20% debt ratio combined with additional issue or copy Himalaya's leverage and manage without additional issue - after the planned US listing) - ref scenario 2 and 3 in the company's presentation last month. Given the installments to the shipyard (and assuming that they trigger the option on ships 7+8): - if they choose to keep low leverage and high EK (scenario 3 in Bruton's presentation at the Pareto conference last month), then they must complete the US listing in a year and then another new issue of about $400 million around the turn of the year 2027/2028. Then they will retain a CBE of about $20,000 per ship per day and a fleet of 8 ships delivered between Q3 2026 and Q4 2029, but with significant dilution. - if they choose to copy Himalaya's leverage (scenario 2 in Bruton's presentation at the Pareto conference last month), then the US listing is fine given that they will raise $300 million there over the next year. Then we avoid further dilution, but the CBE will be significantly higher than $20,000 per ship per day. Has anyone else calculated this in the last few days and gotten similar or different results?·23.10.You must ask the wizard who sees where the market is in 2028-29 All the rest of us cannot answer you because the question is completely pointless. Perhaps you won't get any dividends at all, perhaps the company goes bankrupt. There is plenty of debt here·27.10.Disagree. Calculating the rates in a large tank in 3-4 years is a total waste of time. Even a wizard wouldn't bother because the crystal ball for such exercises hasn't been invented. Even on a 6-month horizon, this is a terribly uncertain exercise. WB & co have probably never spent time calculating on extremely cyclical stocks like crude oil transportation many years into the future. I highly doubt whether Berkshire has ever invested in FRO/similar.
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
Euronext Growth Oslo
Määrä
Osto
3 254
Myynti
Määrä
700
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 44 | - | - | ||
| 27 | - | - | ||
| 68 | - | - | ||
| 978 | - | - | ||
| 38 | - | - |
Ylin
44VWAP
Alin
43VaihtoMäärä
0,3 6 226
VWAP
Ylin
44Alin
43VaihtoMäärä
0,3 6 226
Välittäjätilasto
Dataa ei löytynyt