2025 Q4 -tulosraportti
78 päivää sitten
‧21 min
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 552 | - | - | ||
| 873 | - | - | ||
| 634 | - | - | ||
| 3 646 | - | - | ||
| 1 694 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·12 t sittenIn today's market, where valuations on stock exchanges generally seem stretched, the AI hype shows signs of fatigue, and long-term interest rates are rising globally (both in the USA and Japan), I have chosen to position myself defensively. Nevertheless, I believe Dolphin Drilling (DDRIL) represents a very exciting exception and an asymmetric upside. Here is my thesis for why DDRIL is well-positioned right now, especially after the important clarifications of recent weeks: 1. The structural oil market and logistics Even though we hope and believe the supply lines around the Strait of Hormuz will fully open during the summer, the long-term picture remains intact. Years of underinvestment in new offshore fields mean that oil companies must drill more from existing and safer regions. This requires rigs, and the logistics disruptions we have seen reinforce the need for local supply security. 2. Fleet status – Much better visibility than the market prices in: Many talk about the age of DDRIL's fleet, but if we look at the contracts confirmed now in April and May, visibility is historically good for two out of three rigs: • Paul B. Loyd Jr. (1990): Just signed the firm contract with Harbour Energy in the British North Sea all the way until August 2030 (value 150m USD). Extremely solid foundation. • Borgland Dolphin (1977/1999): Landed in April a massive LOI (Letter of Intent) worth 230 million dollars running all the way from the second half of 2027 to October 2031 (in direct continuation of the Repsol job). 3. The point of tension this summer: Blackford Dolphin in India This means that the short-term point of tension is isolated to the oldest rig, Blackford Dolphin (1974). It recently had its contract extended with Oil India until the end of July 2026 to complete plugging and testing. What happens after July? I believe the probability of it remaining in India is very high: • The "Samudra Manthan" offensive: India is short on time and has launched an enormous state offensive to become independent of oil imports. Big brother ONGC recently put out gigantic deepwater tenders worth up to 20 billion dollars for the next 5 years. • Tax cuts: The Indian state just cut the royalty tax on offshore oil to stimulate more drilling. This means that both Oil India and ONGC have the financial muscle to take over/extend rigs. • Mobilization: It costs enormous sums to move a rig out of India. Since Blackford is already in the country and approved by the Indian bureaucracy, local players have a huge incentive to snap it up to avoid rig shortages. In summary: DDRIL's management just confirmed that they have a firm order backlog of 362 million dollars, but have a total of 849 million dollars in LOIs and options on the table. Much of this is likely negotiations around Blackford and the final signing of Borgland. Furthermore, knowing that the company has been in talks about a structural merger, I believe the downside here is limited by the long contracts and the red-hot rig market, while the upside this summer is significant if Blackford is rolled over or the merger is landed. What do others think about the timing of the Blackford extension and the Indian market going forward?
·3 päivää sittenI see that Ole Henry Slorer has bought 4.7 million shares in Dolphin in early May. He must have great faith in the company going forward. He has been named the world's best oil service analyst several times a while back, and has a reasonably good grasp of the industry.
·1 päivä sitten · MuokattuThe network Ole Henry has is just enormous. He is a slugger in oil service That he invests money from his own pocket says everything about where Ddril is headed. It's just the idiots on the Oslo stock exchange who don't understand it- yet·1 päivä sitten · MuokattuJust hold this tight, the upswing is coming as sure as the bank. Where in the world does one find a drilling company that is priced at 1 billion right after refinancing? Of course, on the idiot's stock exchange in Oslo- those who have something between their ears can take advantage of that.
·3 päivää sitten · MuokattuDolphin Drilling is on its way from being a pure risk stock to becoming a more stable company. Two of the rigs already have long contracts, and I have made an analysis where I assume that all three rigs will come on contract. I see that as a likely scenario. Based on my analysis, with all three rigs in stable operation, I believe Dolphin Drilling can have significant upside towards 2027 to 2030. In a good 2027 case, I believe a price target around 6 kr per share can be justified, with a possible dividend of approximately 0.50 kr per share. Looking further towards 2030, and if the company delivers stable operation, better cash flow and lower risk, I believe the price can go towards 8 to 10 kr per share. From today's level around 2.70 kr, that corresponds to approximately 140 % upside towards 2027 including dividend, and potentially 270 to 380 % total return towards 2030 if dividends also come. I would like to hear other viewpoints, both praise and grilling of the analysis. What do you think are the biggest weaknesses in the case? Is the price target too aggressive, or does the market underestimate Dolphin if all three rigs actually come into stable operation?·1 päivä sitten · MuokattuOne does not make estimates in a company where there are unknown factors KOtrad. The upcoming merger counts for much more than rates,sps age of rigs etc. Dolphin merges to create shareholder value Dolphin will fly in H2-26 Svelland Make DDril great again- ·12.5. · MuokattuRidiculous reaction to today's contract announcements. Confirmation of LOI to contract was expected, but regardless, great value in getting the contract confirmed. The alternative was that LOI did not materialize. Also beneficial to get 45 extra days in India. First, mai was communicated, and then mid-Juni. 45 extra days gives more money in the till and 45 extra days to get the rig on a new contract in a red-hot rig market. I have increased my portfolio by 50% today. 10% up on this announcement should have been the minimum. Here, tailwinds will push the stock further. If we now get the last LOI confirmed, we are on easy street. Then it's just a matter of leaning back and enjoying the ride.·3 päivää sittenIt is actually very difficult as the situation is right now. You can calculate the value of a rig in operation, but it makes no sense. If LOI number two comes through, one can calculate the value of two rigs. It will not be a gold mine, but neither a complete catastrophe. If, however, one gets the rig in India on a new long contract in addition, it is easy to calculate both estimated profit and NAV, and it will be extremely pleasant.
·3 päivää sittenThe India rig must get a good contract for this to amount to something. The other two will be operating at crap rates of 157 and 164k per day. Finance costs will probably go down a bit, but adm and avskr remain the same. I get 5kr per share with P/E 10 if the India rig gets a good contract at 250k. If it lands at 200 then they are just at break-even really. Bought some Dolphin, but I think the two contracts they have announced are totally terrible. - ·12.5.will it be a positive report in 17 days May 29 this time 😁🤞
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.
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
78 päivää sitten
‧21 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·12 t sittenIn today's market, where valuations on stock exchanges generally seem stretched, the AI hype shows signs of fatigue, and long-term interest rates are rising globally (both in the USA and Japan), I have chosen to position myself defensively. Nevertheless, I believe Dolphin Drilling (DDRIL) represents a very exciting exception and an asymmetric upside. Here is my thesis for why DDRIL is well-positioned right now, especially after the important clarifications of recent weeks: 1. The structural oil market and logistics Even though we hope and believe the supply lines around the Strait of Hormuz will fully open during the summer, the long-term picture remains intact. Years of underinvestment in new offshore fields mean that oil companies must drill more from existing and safer regions. This requires rigs, and the logistics disruptions we have seen reinforce the need for local supply security. 2. Fleet status – Much better visibility than the market prices in: Many talk about the age of DDRIL's fleet, but if we look at the contracts confirmed now in April and May, visibility is historically good for two out of three rigs: • Paul B. Loyd Jr. (1990): Just signed the firm contract with Harbour Energy in the British North Sea all the way until August 2030 (value 150m USD). Extremely solid foundation. • Borgland Dolphin (1977/1999): Landed in April a massive LOI (Letter of Intent) worth 230 million dollars running all the way from the second half of 2027 to October 2031 (in direct continuation of the Repsol job). 3. The point of tension this summer: Blackford Dolphin in India This means that the short-term point of tension is isolated to the oldest rig, Blackford Dolphin (1974). It recently had its contract extended with Oil India until the end of July 2026 to complete plugging and testing. What happens after July? I believe the probability of it remaining in India is very high: • The "Samudra Manthan" offensive: India is short on time and has launched an enormous state offensive to become independent of oil imports. Big brother ONGC recently put out gigantic deepwater tenders worth up to 20 billion dollars for the next 5 years. • Tax cuts: The Indian state just cut the royalty tax on offshore oil to stimulate more drilling. This means that both Oil India and ONGC have the financial muscle to take over/extend rigs. • Mobilization: It costs enormous sums to move a rig out of India. Since Blackford is already in the country and approved by the Indian bureaucracy, local players have a huge incentive to snap it up to avoid rig shortages. In summary: DDRIL's management just confirmed that they have a firm order backlog of 362 million dollars, but have a total of 849 million dollars in LOIs and options on the table. Much of this is likely negotiations around Blackford and the final signing of Borgland. Furthermore, knowing that the company has been in talks about a structural merger, I believe the downside here is limited by the long contracts and the red-hot rig market, while the upside this summer is significant if Blackford is rolled over or the merger is landed. What do others think about the timing of the Blackford extension and the Indian market going forward?
- ·3 päivää sittenI see that Ole Henry Slorer has bought 4.7 million shares in Dolphin in early May. He must have great faith in the company going forward. He has been named the world's best oil service analyst several times a while back, and has a reasonably good grasp of the industry.·1 päivä sitten · MuokattuThe network Ole Henry has is just enormous. He is a slugger in oil service That he invests money from his own pocket says everything about where Ddril is headed. It's just the idiots on the Oslo stock exchange who don't understand it- yet·1 päivä sitten · MuokattuJust hold this tight, the upswing is coming as sure as the bank. Where in the world does one find a drilling company that is priced at 1 billion right after refinancing? Of course, on the idiot's stock exchange in Oslo- those who have something between their ears can take advantage of that.
- ·3 päivää sitten · MuokattuDolphin Drilling is on its way from being a pure risk stock to becoming a more stable company. Two of the rigs already have long contracts, and I have made an analysis where I assume that all three rigs will come on contract. I see that as a likely scenario. Based on my analysis, with all three rigs in stable operation, I believe Dolphin Drilling can have significant upside towards 2027 to 2030. In a good 2027 case, I believe a price target around 6 kr per share can be justified, with a possible dividend of approximately 0.50 kr per share. Looking further towards 2030, and if the company delivers stable operation, better cash flow and lower risk, I believe the price can go towards 8 to 10 kr per share. From today's level around 2.70 kr, that corresponds to approximately 140 % upside towards 2027 including dividend, and potentially 270 to 380 % total return towards 2030 if dividends also come. I would like to hear other viewpoints, both praise and grilling of the analysis. What do you think are the biggest weaknesses in the case? Is the price target too aggressive, or does the market underestimate Dolphin if all three rigs actually come into stable operation?·1 päivä sitten · MuokattuOne does not make estimates in a company where there are unknown factors KOtrad. The upcoming merger counts for much more than rates,sps age of rigs etc. Dolphin merges to create shareholder value Dolphin will fly in H2-26 Svelland Make DDril great again
- ·12.5. · MuokattuRidiculous reaction to today's contract announcements. Confirmation of LOI to contract was expected, but regardless, great value in getting the contract confirmed. The alternative was that LOI did not materialize. Also beneficial to get 45 extra days in India. First, mai was communicated, and then mid-Juni. 45 extra days gives more money in the till and 45 extra days to get the rig on a new contract in a red-hot rig market. I have increased my portfolio by 50% today. 10% up on this announcement should have been the minimum. Here, tailwinds will push the stock further. If we now get the last LOI confirmed, we are on easy street. Then it's just a matter of leaning back and enjoying the ride.·3 päivää sittenIt is actually very difficult as the situation is right now. You can calculate the value of a rig in operation, but it makes no sense. If LOI number two comes through, one can calculate the value of two rigs. It will not be a gold mine, but neither a complete catastrophe. If, however, one gets the rig in India on a new long contract in addition, it is easy to calculate both estimated profit and NAV, and it will be extremely pleasant.·3 päivää sittenThe India rig must get a good contract for this to amount to something. The other two will be operating at crap rates of 157 and 164k per day. Finance costs will probably go down a bit, but adm and avskr remain the same. I get 5kr per share with P/E 10 if the India rig gets a good contract at 250k. If it lands at 200 then they are just at break-even really. Bought some Dolphin, but I think the two contracts they have announced are totally terrible.
- ·12.5.will it be a positive report in 17 days May 29 this time 😁🤞
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 552 | - | - | ||
| 873 | - | - | ||
| 634 | - | - | ||
| 3 646 | - | - | ||
| 1 694 | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
2025 Q4 -tulosraportti
78 päivää sitten
‧21 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 28.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·12 t sittenIn today's market, where valuations on stock exchanges generally seem stretched, the AI hype shows signs of fatigue, and long-term interest rates are rising globally (both in the USA and Japan), I have chosen to position myself defensively. Nevertheless, I believe Dolphin Drilling (DDRIL) represents a very exciting exception and an asymmetric upside. Here is my thesis for why DDRIL is well-positioned right now, especially after the important clarifications of recent weeks: 1. The structural oil market and logistics Even though we hope and believe the supply lines around the Strait of Hormuz will fully open during the summer, the long-term picture remains intact. Years of underinvestment in new offshore fields mean that oil companies must drill more from existing and safer regions. This requires rigs, and the logistics disruptions we have seen reinforce the need for local supply security. 2. Fleet status – Much better visibility than the market prices in: Many talk about the age of DDRIL's fleet, but if we look at the contracts confirmed now in April and May, visibility is historically good for two out of three rigs: • Paul B. Loyd Jr. (1990): Just signed the firm contract with Harbour Energy in the British North Sea all the way until August 2030 (value 150m USD). Extremely solid foundation. • Borgland Dolphin (1977/1999): Landed in April a massive LOI (Letter of Intent) worth 230 million dollars running all the way from the second half of 2027 to October 2031 (in direct continuation of the Repsol job). 3. The point of tension this summer: Blackford Dolphin in India This means that the short-term point of tension is isolated to the oldest rig, Blackford Dolphin (1974). It recently had its contract extended with Oil India until the end of July 2026 to complete plugging and testing. What happens after July? I believe the probability of it remaining in India is very high: • The "Samudra Manthan" offensive: India is short on time and has launched an enormous state offensive to become independent of oil imports. Big brother ONGC recently put out gigantic deepwater tenders worth up to 20 billion dollars for the next 5 years. • Tax cuts: The Indian state just cut the royalty tax on offshore oil to stimulate more drilling. This means that both Oil India and ONGC have the financial muscle to take over/extend rigs. • Mobilization: It costs enormous sums to move a rig out of India. Since Blackford is already in the country and approved by the Indian bureaucracy, local players have a huge incentive to snap it up to avoid rig shortages. In summary: DDRIL's management just confirmed that they have a firm order backlog of 362 million dollars, but have a total of 849 million dollars in LOIs and options on the table. Much of this is likely negotiations around Blackford and the final signing of Borgland. Furthermore, knowing that the company has been in talks about a structural merger, I believe the downside here is limited by the long contracts and the red-hot rig market, while the upside this summer is significant if Blackford is rolled over or the merger is landed. What do others think about the timing of the Blackford extension and the Indian market going forward?
- ·3 päivää sittenI see that Ole Henry Slorer has bought 4.7 million shares in Dolphin in early May. He must have great faith in the company going forward. He has been named the world's best oil service analyst several times a while back, and has a reasonably good grasp of the industry.·1 päivä sitten · MuokattuThe network Ole Henry has is just enormous. He is a slugger in oil service That he invests money from his own pocket says everything about where Ddril is headed. It's just the idiots on the Oslo stock exchange who don't understand it- yet·1 päivä sitten · MuokattuJust hold this tight, the upswing is coming as sure as the bank. Where in the world does one find a drilling company that is priced at 1 billion right after refinancing? Of course, on the idiot's stock exchange in Oslo- those who have something between their ears can take advantage of that.
- ·3 päivää sitten · MuokattuDolphin Drilling is on its way from being a pure risk stock to becoming a more stable company. Two of the rigs already have long contracts, and I have made an analysis where I assume that all three rigs will come on contract. I see that as a likely scenario. Based on my analysis, with all three rigs in stable operation, I believe Dolphin Drilling can have significant upside towards 2027 to 2030. In a good 2027 case, I believe a price target around 6 kr per share can be justified, with a possible dividend of approximately 0.50 kr per share. Looking further towards 2030, and if the company delivers stable operation, better cash flow and lower risk, I believe the price can go towards 8 to 10 kr per share. From today's level around 2.70 kr, that corresponds to approximately 140 % upside towards 2027 including dividend, and potentially 270 to 380 % total return towards 2030 if dividends also come. I would like to hear other viewpoints, both praise and grilling of the analysis. What do you think are the biggest weaknesses in the case? Is the price target too aggressive, or does the market underestimate Dolphin if all three rigs actually come into stable operation?·1 päivä sitten · MuokattuOne does not make estimates in a company where there are unknown factors KOtrad. The upcoming merger counts for much more than rates,sps age of rigs etc. Dolphin merges to create shareholder value Dolphin will fly in H2-26 Svelland Make DDril great again
- ·12.5. · MuokattuRidiculous reaction to today's contract announcements. Confirmation of LOI to contract was expected, but regardless, great value in getting the contract confirmed. The alternative was that LOI did not materialize. Also beneficial to get 45 extra days in India. First, mai was communicated, and then mid-Juni. 45 extra days gives more money in the till and 45 extra days to get the rig on a new contract in a red-hot rig market. I have increased my portfolio by 50% today. 10% up on this announcement should have been the minimum. Here, tailwinds will push the stock further. If we now get the last LOI confirmed, we are on easy street. Then it's just a matter of leaning back and enjoying the ride.·3 päivää sittenIt is actually very difficult as the situation is right now. You can calculate the value of a rig in operation, but it makes no sense. If LOI number two comes through, one can calculate the value of two rigs. It will not be a gold mine, but neither a complete catastrophe. If, however, one gets the rig in India on a new long contract in addition, it is easy to calculate both estimated profit and NAV, and it will be extremely pleasant.·3 päivää sittenThe India rig must get a good contract for this to amount to something. The other two will be operating at crap rates of 157 and 164k per day. Finance costs will probably go down a bit, but adm and avskr remain the same. I get 5kr per share with P/E 10 if the India rig gets a good contract at 250k. If it lands at 200 then they are just at break-even really. Bought some Dolphin, but I think the two contracts they have announced are totally terrible.
- ·12.5.will it be a positive report in 17 days May 29 this time 😁🤞
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
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 552 | - | - | ||
| 873 | - | - | ||
| 634 | - | - | ||
| 3 646 | - | - | ||
| 1 694 | - | - |
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