2026 Q1 -tulosraportti
78 päivää sitten
‧17 min
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 Q2 -tulosraportti 19.8. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sitten1 week until the figures are released. Ai: "Analysts' expectations for Dolphin Drilling (DDRIL) before the half-year report are characterized by strongly improved revenue prospects for 2026, driven by strong growth in the order book.The company is followed by a limited number of analysts, but consensus shows a clear direction for expectations:1. Upwardly revised revenue expectationsStrong growth in estimates: The combined consensus estimate for revenue for the full year 2026 was recently adjusted upwards by 31%, from USD 128.1 million to USD 167.7 million.Quarterly stability: The market expects revenue to remain stable or gradually increase from the Q1 level (USD 44.7 million) as new contracts are rolled out.2. Earnings development and profitabilitySmaller loss in 2026: Analysts do not expect positive bottom-line figures just yet, but estimates show that losses will be reduced by a full 82% during 2026.Turnaround to profit: Dolphin Drilling is expected to break even or deliver its first positive annual results during 2027, with an estimated profit of USD 46 million.3. Operational drivers in focusContract start-up and rigs: The market is closely monitoring the timeline for the large 4.2-year contract for Borgland Dolphin which was signed in June, as well as the expiry of Blackford Dolphin's India contract in July.Margins: The company is expected to maintain its high operational uptime (which was 99.3% in Q1) to defend the positive trend in EBITDA.4. Price targets and recommendationsBuy recommendation: The few analysts actively covering the stock have a "Strong Buy"-recommendation.Price target: The average price target is in the range of 3.18 NOK to 3.42 NOK, which represents a significant upside from today's trading level" India was probably extended until August . I think this will go up sharply.
·7.8.Why is this falling so much? There haven't been any 'bad' news here.
·6.8.How can it be that 10000 at 2.5 keeps being there. Is it someone selling a large portion of shares split up into many 10000 pcs portions?????
I see that Bjerke is offloading some shares, it's possible he's the one who will offload the remaining 300k shares.
·5.8. · MuokattuAs I see the case, I can understand why the share price hasn't taken off yet. There is risk around Blackford and the market wants to see a new contract. I see two possible scenarios. 1) Blackford extension followed by SPS and new contract in India. 2) Blackford goes into lay-up followed by SPS and new contract in India. Slide 6 in the investor presentation from April says that the company has USD 34 million in cash 31.12.26 if Blackford is extended until 2026. Then we must remember that Dolphin raised net USD 12 million more in the emission so the figure is USD 46 million. The wording of the message suggests that extensions may come, but are not yet confirmed. Blackford accounts for most of the earnings and with Borgland in lay-up until December, PBLJ accounts for the revenues for 5 months (January) until money comes in from the Borgland contract. The loss of Blackford results in around USD 20 million less in cash until 2026, thus the cash balance at year-end is USD 26 million. SPS for Blackford costs USD 45 million which will be financed with a loan via refinancing of existing loans. That's acceptable, in a way, even though I believe the debt is already high. Now it is USD 102.6 million and will increase to USD 140 million. For 3 rigs where two of the rigs have a remaining lifespan of 5-10 years, debt of USD 140 million is a lot. Dolphin will pay USD 1.3 million in installments per month from June 2027, which means that USD 55 million is paid down 31.12.2030. The remaining debt is USD 85 million, so the debt will still hang over the company post-2030. Earnings will be good with a new Blackford contract, making faster repayment possible, but then at the expense of the shareholders. Overall, I am positive about the case, but this with Blackford creates uncertainty. Would like to hear what others think in the forum.
Oil India published on July 23rd a concrete tender for one anchored semi-submersible or a drillship on the east coast. The contract is for around seven months, with an option for an additional well of approximately the same duration. The bid deadline is September 3rd. The main requirements seem to fit Blackford.- ·5.8.The order depth looks really strange. Sale of 1 share at 2.51, 2.52 and 2.53. I have loaded up a lot at 2.50 now. Hope that was smart. Am a bit afraid it falls below 2.50?
I somewhat rely on the price targets that are out there at closer to 4,-. When the new contracts became public, nothing happened to the price. Instead, it even went down a bit, so I would believe that this one will rise when the last rig gets a job.
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.
2026 Q1 -tulosraportti
78 päivää sitten
‧17 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
- ·2 päivää sitten1 week until the figures are released. Ai: "Analysts' expectations for Dolphin Drilling (DDRIL) before the half-year report are characterized by strongly improved revenue prospects for 2026, driven by strong growth in the order book.The company is followed by a limited number of analysts, but consensus shows a clear direction for expectations:1. Upwardly revised revenue expectationsStrong growth in estimates: The combined consensus estimate for revenue for the full year 2026 was recently adjusted upwards by 31%, from USD 128.1 million to USD 167.7 million.Quarterly stability: The market expects revenue to remain stable or gradually increase from the Q1 level (USD 44.7 million) as new contracts are rolled out.2. Earnings development and profitabilitySmaller loss in 2026: Analysts do not expect positive bottom-line figures just yet, but estimates show that losses will be reduced by a full 82% during 2026.Turnaround to profit: Dolphin Drilling is expected to break even or deliver its first positive annual results during 2027, with an estimated profit of USD 46 million.3. Operational drivers in focusContract start-up and rigs: The market is closely monitoring the timeline for the large 4.2-year contract for Borgland Dolphin which was signed in June, as well as the expiry of Blackford Dolphin's India contract in July.Margins: The company is expected to maintain its high operational uptime (which was 99.3% in Q1) to defend the positive trend in EBITDA.4. Price targets and recommendationsBuy recommendation: The few analysts actively covering the stock have a "Strong Buy"-recommendation.Price target: The average price target is in the range of 3.18 NOK to 3.42 NOK, which represents a significant upside from today's trading level" India was probably extended until August . I think this will go up sharply.
- ·7.8.Why is this falling so much? There haven't been any 'bad' news here.
- ·6.8.How can it be that 10000 at 2.5 keeps being there. Is it someone selling a large portion of shares split up into many 10000 pcs portions?????I see that Bjerke is offloading some shares, it's possible he's the one who will offload the remaining 300k shares.
- ·5.8. · MuokattuAs I see the case, I can understand why the share price hasn't taken off yet. There is risk around Blackford and the market wants to see a new contract. I see two possible scenarios. 1) Blackford extension followed by SPS and new contract in India. 2) Blackford goes into lay-up followed by SPS and new contract in India. Slide 6 in the investor presentation from April says that the company has USD 34 million in cash 31.12.26 if Blackford is extended until 2026. Then we must remember that Dolphin raised net USD 12 million more in the emission so the figure is USD 46 million. The wording of the message suggests that extensions may come, but are not yet confirmed. Blackford accounts for most of the earnings and with Borgland in lay-up until December, PBLJ accounts for the revenues for 5 months (January) until money comes in from the Borgland contract. The loss of Blackford results in around USD 20 million less in cash until 2026, thus the cash balance at year-end is USD 26 million. SPS for Blackford costs USD 45 million which will be financed with a loan via refinancing of existing loans. That's acceptable, in a way, even though I believe the debt is already high. Now it is USD 102.6 million and will increase to USD 140 million. For 3 rigs where two of the rigs have a remaining lifespan of 5-10 years, debt of USD 140 million is a lot. Dolphin will pay USD 1.3 million in installments per month from June 2027, which means that USD 55 million is paid down 31.12.2030. The remaining debt is USD 85 million, so the debt will still hang over the company post-2030. Earnings will be good with a new Blackford contract, making faster repayment possible, but then at the expense of the shareholders. Overall, I am positive about the case, but this with Blackford creates uncertainty. Would like to hear what others think in the forum.Oil India published on July 23rd a concrete tender for one anchored semi-submersible or a drillship on the east coast. The contract is for around seven months, with an option for an additional well of approximately the same duration. The bid deadline is September 3rd. The main requirements seem to fit Blackford.
- ·5.8.The order depth looks really strange. Sale of 1 share at 2.51, 2.52 and 2.53. I have loaded up a lot at 2.50 now. Hope that was smart. Am a bit afraid it falls below 2.50?I somewhat rely on the price targets that are out there at closer to 4,-. When the new contracts became public, nothing happened to the price. Instead, it even went down a bit, so I would believe that this one will rise when the last rig gets a job.
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 Q2 -tulosraportti 19.8. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
2026 Q1 -tulosraportti
78 päivää sitten
‧17 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. | 4 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 28.11.2025 | ||
2025 Q2 -tulosraportti 29.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sitten1 week until the figures are released. Ai: "Analysts' expectations for Dolphin Drilling (DDRIL) before the half-year report are characterized by strongly improved revenue prospects for 2026, driven by strong growth in the order book.The company is followed by a limited number of analysts, but consensus shows a clear direction for expectations:1. Upwardly revised revenue expectationsStrong growth in estimates: The combined consensus estimate for revenue for the full year 2026 was recently adjusted upwards by 31%, from USD 128.1 million to USD 167.7 million.Quarterly stability: The market expects revenue to remain stable or gradually increase from the Q1 level (USD 44.7 million) as new contracts are rolled out.2. Earnings development and profitabilitySmaller loss in 2026: Analysts do not expect positive bottom-line figures just yet, but estimates show that losses will be reduced by a full 82% during 2026.Turnaround to profit: Dolphin Drilling is expected to break even or deliver its first positive annual results during 2027, with an estimated profit of USD 46 million.3. Operational drivers in focusContract start-up and rigs: The market is closely monitoring the timeline for the large 4.2-year contract for Borgland Dolphin which was signed in June, as well as the expiry of Blackford Dolphin's India contract in July.Margins: The company is expected to maintain its high operational uptime (which was 99.3% in Q1) to defend the positive trend in EBITDA.4. Price targets and recommendationsBuy recommendation: The few analysts actively covering the stock have a "Strong Buy"-recommendation.Price target: The average price target is in the range of 3.18 NOK to 3.42 NOK, which represents a significant upside from today's trading level" India was probably extended until August . I think this will go up sharply.
- ·7.8.Why is this falling so much? There haven't been any 'bad' news here.
- ·6.8.How can it be that 10000 at 2.5 keeps being there. Is it someone selling a large portion of shares split up into many 10000 pcs portions?????I see that Bjerke is offloading some shares, it's possible he's the one who will offload the remaining 300k shares.
- ·5.8. · MuokattuAs I see the case, I can understand why the share price hasn't taken off yet. There is risk around Blackford and the market wants to see a new contract. I see two possible scenarios. 1) Blackford extension followed by SPS and new contract in India. 2) Blackford goes into lay-up followed by SPS and new contract in India. Slide 6 in the investor presentation from April says that the company has USD 34 million in cash 31.12.26 if Blackford is extended until 2026. Then we must remember that Dolphin raised net USD 12 million more in the emission so the figure is USD 46 million. The wording of the message suggests that extensions may come, but are not yet confirmed. Blackford accounts for most of the earnings and with Borgland in lay-up until December, PBLJ accounts for the revenues for 5 months (January) until money comes in from the Borgland contract. The loss of Blackford results in around USD 20 million less in cash until 2026, thus the cash balance at year-end is USD 26 million. SPS for Blackford costs USD 45 million which will be financed with a loan via refinancing of existing loans. That's acceptable, in a way, even though I believe the debt is already high. Now it is USD 102.6 million and will increase to USD 140 million. For 3 rigs where two of the rigs have a remaining lifespan of 5-10 years, debt of USD 140 million is a lot. Dolphin will pay USD 1.3 million in installments per month from June 2027, which means that USD 55 million is paid down 31.12.2030. The remaining debt is USD 85 million, so the debt will still hang over the company post-2030. Earnings will be good with a new Blackford contract, making faster repayment possible, but then at the expense of the shareholders. Overall, I am positive about the case, but this with Blackford creates uncertainty. Would like to hear what others think in the forum.Oil India published on July 23rd a concrete tender for one anchored semi-submersible or a drillship on the east coast. The contract is for around seven months, with an option for an additional well of approximately the same duration. The bid deadline is September 3rd. The main requirements seem to fit Blackford.
- ·5.8.The order depth looks really strange. Sale of 1 share at 2.51, 2.52 and 2.53. I have loaded up a lot at 2.50 now. Hope that was smart. Am a bit afraid it falls below 2.50?I somewhat rely on the price targets that are out there at closer to 4,-. When the new contracts became public, nothing happened to the price. Instead, it even went down a bit, so I would believe that this one will rise when the last rig gets a job.
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