2026 Q1 -tulosraportti
32 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| 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
·3 päivää sittenDolphin Drilling is recruiting personnel for Borgland. First in Spain then in UK. Currently the rig is listed as SPS/Reactivation. What it will do in Spain I am unsure of, but it might be smart stacked there awaiting SPS and the contract with Repsol. Not many months left until it starts👌
Read that the SPS on Borgland has already been completed, and that the rig is ready for the contract.
·20.6. · MuokattuIt can be useful to model different scenarios for a five-year period to see how the share price development might play out for such cyclical companies. This is of course not a definitive answer and everyone should do their own thinking and analysis before buying. I use approx. USD 221k/day as a dayrate assumption. 2026 is modeled lower than in later years, since Borgland is not in full operation from the start and Blackford still has recontracting-risk. From 2027 onwards, I mainly look at what three rigs in operation can yield under different utilisation-/margin-scenarios. Scenario 1: approx. 76% utilisation and 25% EBITDA-margin gives approximately today's share price, around 2.5-2.6 kr. This means in practice that the market does not price in a very strong scenario. Lower utilisation or lower margin than this naturally gives downside. Scenario 2: 80% utilisation and 28% EBITDA margin gives around 3.6 kr. Scenario 3: 90% utilisation and 30% EBITDAmargin gives around 4.7 kr. Scenario 4: if the market remains strong, and Dolphin manages around 92% utilisation and 31% EBITDA-margin, I get a little over 5 kr. The interesting thing is that the upside does not require wild assumptions. I do not use 300k+ dayrates or 40-50% EBITDA-margin as a base. If the EBITDA-margin actually becomes higher when all three rigs are in full operation, the upside could be significantly higher than my estimates. For me, the case therefore looks quite attractive on risk/reward, but Borgland must come into operation as planned, Blackford must get further work, and margins must be normalized. If one of them fails, the equity can quickly take a beating. But today's share price does not seem to price in that all three rigs can actually come into operation and generate normalized cash flow
He thinks: "No improvement in EPS = no upside" But the market thinks: "EPS will improve soon = we buy now" It's a classic difference: accounting logic vs market logic 🤣👍
·20.6.2 recommendations and price targets up to 41.67% as of today (within 1 year). Any thoughts on when the stock starts its rally there?- ·18.6.Does anyone know if Dolphin's older 4th/5th gen moored semisubs normally achieve lower ordinary day rates than Odfjell's high-spec semisubs, if one disregards the Norwegian shelf premium? I only find broad semisub day rate data, but little that differentiates by age/generation/spec. Should Dolphin be modeled with a clear day rate discount against Odfjell-type assets, or is the rate difference mainly driven by region, availability and contract type?
I think it's difficult to mathematically calculate anything here with a definitive answer. vintage rig without a job / layup with impending Sps can actually be considered scrap price, to put it a bit dramatically. Pdd, the one rig cannot be attributed significant value for Ddril before it gets a long-term job. We have a brokerage firm with a price target of 3.5 and that presupposes a job for the rig. There are unknown factors here which make the interest and coverage on the company still weak. When the rig gets a job / length / day rate, the variables will be much easier to put together and calculate. Then there's also the merger factor, the most important key to whether the stock will be repriced immediately or if it will take longer. Not a broker in the world without insider info can set a reasonable price target here before those factors become known. I am super bullish on the case but realize and accept that the stock market disagrees. I like to try to time bottoms in stocks instead of chasing rig/oil/shipping cases that have risen tremendously for several years and are fully priced in the stock market. The best buys are made when interest is zero and there is still some risk. The times of extreme share issues are even over, so the upside remains unknown until we get more info on Blackford. 
·18.6.Why are there these small sell orders of between 1 and 500 units? It's surely much too expensive to sell it???
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
32 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
- ·3 päivää sittenDolphin Drilling is recruiting personnel for Borgland. First in Spain then in UK. Currently the rig is listed as SPS/Reactivation. What it will do in Spain I am unsure of, but it might be smart stacked there awaiting SPS and the contract with Repsol. Not many months left until it starts👌Read that the SPS on Borgland has already been completed, and that the rig is ready for the contract.
- ·20.6. · MuokattuIt can be useful to model different scenarios for a five-year period to see how the share price development might play out for such cyclical companies. This is of course not a definitive answer and everyone should do their own thinking and analysis before buying. I use approx. USD 221k/day as a dayrate assumption. 2026 is modeled lower than in later years, since Borgland is not in full operation from the start and Blackford still has recontracting-risk. From 2027 onwards, I mainly look at what three rigs in operation can yield under different utilisation-/margin-scenarios. Scenario 1: approx. 76% utilisation and 25% EBITDA-margin gives approximately today's share price, around 2.5-2.6 kr. This means in practice that the market does not price in a very strong scenario. Lower utilisation or lower margin than this naturally gives downside. Scenario 2: 80% utilisation and 28% EBITDA margin gives around 3.6 kr. Scenario 3: 90% utilisation and 30% EBITDAmargin gives around 4.7 kr. Scenario 4: if the market remains strong, and Dolphin manages around 92% utilisation and 31% EBITDA-margin, I get a little over 5 kr. The interesting thing is that the upside does not require wild assumptions. I do not use 300k+ dayrates or 40-50% EBITDA-margin as a base. If the EBITDA-margin actually becomes higher when all three rigs are in full operation, the upside could be significantly higher than my estimates. For me, the case therefore looks quite attractive on risk/reward, but Borgland must come into operation as planned, Blackford must get further work, and margins must be normalized. If one of them fails, the equity can quickly take a beating. But today's share price does not seem to price in that all three rigs can actually come into operation and generate normalized cash flowHe thinks: "No improvement in EPS = no upside" But the market thinks: "EPS will improve soon = we buy now" It's a classic difference: accounting logic vs market logic 🤣👍
- ·20.6.2 recommendations and price targets up to 41.67% as of today (within 1 year). Any thoughts on when the stock starts its rally there?
- ·18.6.Does anyone know if Dolphin's older 4th/5th gen moored semisubs normally achieve lower ordinary day rates than Odfjell's high-spec semisubs, if one disregards the Norwegian shelf premium? I only find broad semisub day rate data, but little that differentiates by age/generation/spec. Should Dolphin be modeled with a clear day rate discount against Odfjell-type assets, or is the rate difference mainly driven by region, availability and contract type?I think it's difficult to mathematically calculate anything here with a definitive answer. vintage rig without a job / layup with impending Sps can actually be considered scrap price, to put it a bit dramatically. Pdd, the one rig cannot be attributed significant value for Ddril before it gets a long-term job. We have a brokerage firm with a price target of 3.5 and that presupposes a job for the rig. There are unknown factors here which make the interest and coverage on the company still weak. When the rig gets a job / length / day rate, the variables will be much easier to put together and calculate. Then there's also the merger factor, the most important key to whether the stock will be repriced immediately or if it will take longer. Not a broker in the world without insider info can set a reasonable price target here before those factors become known. I am super bullish on the case but realize and accept that the stock market disagrees. I like to try to time bottoms in stocks instead of chasing rig/oil/shipping cases that have risen tremendously for several years and are fully priced in the stock market. The best buys are made when interest is zero and there is still some risk. The times of extreme share issues are even over, so the upside remains unknown until we get more info on Blackford.
- ·18.6.Why are there these small sell orders of between 1 and 500 units? It's surely much too expensive to sell it???
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| 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
32 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| 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
- ·3 päivää sittenDolphin Drilling is recruiting personnel for Borgland. First in Spain then in UK. Currently the rig is listed as SPS/Reactivation. What it will do in Spain I am unsure of, but it might be smart stacked there awaiting SPS and the contract with Repsol. Not many months left until it starts👌Read that the SPS on Borgland has already been completed, and that the rig is ready for the contract.
- ·20.6. · MuokattuIt can be useful to model different scenarios for a five-year period to see how the share price development might play out for such cyclical companies. This is of course not a definitive answer and everyone should do their own thinking and analysis before buying. I use approx. USD 221k/day as a dayrate assumption. 2026 is modeled lower than in later years, since Borgland is not in full operation from the start and Blackford still has recontracting-risk. From 2027 onwards, I mainly look at what three rigs in operation can yield under different utilisation-/margin-scenarios. Scenario 1: approx. 76% utilisation and 25% EBITDA-margin gives approximately today's share price, around 2.5-2.6 kr. This means in practice that the market does not price in a very strong scenario. Lower utilisation or lower margin than this naturally gives downside. Scenario 2: 80% utilisation and 28% EBITDA margin gives around 3.6 kr. Scenario 3: 90% utilisation and 30% EBITDAmargin gives around 4.7 kr. Scenario 4: if the market remains strong, and Dolphin manages around 92% utilisation and 31% EBITDA-margin, I get a little over 5 kr. The interesting thing is that the upside does not require wild assumptions. I do not use 300k+ dayrates or 40-50% EBITDA-margin as a base. If the EBITDA-margin actually becomes higher when all three rigs are in full operation, the upside could be significantly higher than my estimates. For me, the case therefore looks quite attractive on risk/reward, but Borgland must come into operation as planned, Blackford must get further work, and margins must be normalized. If one of them fails, the equity can quickly take a beating. But today's share price does not seem to price in that all three rigs can actually come into operation and generate normalized cash flowHe thinks: "No improvement in EPS = no upside" But the market thinks: "EPS will improve soon = we buy now" It's a classic difference: accounting logic vs market logic 🤣👍
- ·20.6.2 recommendations and price targets up to 41.67% as of today (within 1 year). Any thoughts on when the stock starts its rally there?
- ·18.6.Does anyone know if Dolphin's older 4th/5th gen moored semisubs normally achieve lower ordinary day rates than Odfjell's high-spec semisubs, if one disregards the Norwegian shelf premium? I only find broad semisub day rate data, but little that differentiates by age/generation/spec. Should Dolphin be modeled with a clear day rate discount against Odfjell-type assets, or is the rate difference mainly driven by region, availability and contract type?I think it's difficult to mathematically calculate anything here with a definitive answer. vintage rig without a job / layup with impending Sps can actually be considered scrap price, to put it a bit dramatically. Pdd, the one rig cannot be attributed significant value for Ddril before it gets a long-term job. We have a brokerage firm with a price target of 3.5 and that presupposes a job for the rig. There are unknown factors here which make the interest and coverage on the company still weak. When the rig gets a job / length / day rate, the variables will be much easier to put together and calculate. Then there's also the merger factor, the most important key to whether the stock will be repriced immediately or if it will take longer. Not a broker in the world without insider info can set a reasonable price target here before those factors become known. I am super bullish on the case but realize and accept that the stock market disagrees. I like to try to time bottoms in stocks instead of chasing rig/oil/shipping cases that have risen tremendously for several years and are fully priced in the stock market. The best buys are made when interest is zero and there is still some risk. The times of extreme share issues are even over, so the upside remains unknown until we get more info on Blackford.
- ·18.6.Why are there these small sell orders of between 1 and 500 units? It's surely much too expensive to sell it???
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