2026 Q2 - tulosraportti
78 päivää sitten
4,00 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 5 000 | ||
| 1 566 | ||
| 2 020 | ||
| 20 | ||
| 2 000 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 20.11. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 26.3. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
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
·30.10.The month is drawing to a close, but on the utilization bit there should already be a clear picture after Duchess has once again been extended by a few days. For October, Paradise and Pace should have 100% utilization, Duchess appears to have a single day off contract, while Swan appears to have four open days. Total coverage will in that case be 119 out of 124 days, pretty precisely 96% util. If this is correct and they have achieved day rates for instance around $25k, they should have made good money in October. For the rest of the quarter, Pace and Paradise are on contract, while Swan has options that will hopefully take us most of the way until the long contract starts in the new year. So then it is perhaps just a matter of keeping Duchess working that remains to secure a very good Q4.- ·9.10.While we wait for any potential outcome from the strategic review, I myself am now so deeply invested in this one that it might be fine to make an estimate of what the company might earn if the company remains in its current form without acquisitions. Have therefore made an estimate for 2027 based on the H1 figures, where I have tried to isolate the current fleet and take out one-off costs (page 8 in the H1 report). This is a relatively simple calculation, so I am not accounting for inflation, etc. My starting point for 2027 is average rates of $25k and utilization of 90%. A good portion of the fleet is already contracted for 2027 so I do not think this will be completely wrong. Otherwise, it is supposedly predicted that 2027 will be a good year for the industry and that 2028 can easily become even better. I end up with just over 60m in profit (assuming there will be no tax due to tax loss carryforwards), so not too bad if that becomes the reality for 2027, and not unlikely we can get an even better 2028. However, the company does not exactly have a track record for delivering. Any views, or perhaps others who have looked into the crystal ball?And with the same assumptions on costs, what the picture could look like if day rates or utilization change:
·2.10.Strong update from GEOS https://osvnyheter.no/osv-nyheter-uke-40-28-september-4-oktober-2026- ·2.10.New contracts on Swan certainly look very good. As far as I can calculate, the estimates correspond to daily rates of around $27k for the firm portion, with closer to $30k for the option. And this is clearly the oldest PSV in the fleet. For September they report daily rates of over $24k with utilization tipping 94%. I believe they will make decent money on this. Q4 should also look very good, as Paradise and Pace should be around 100% util and I guess the average daily rates for these two are around $27k. So if they can patch together the open part for Swan and secure a good contract for Duchess, this could turn out very well. And as most of us are probably aiming for, provide good visibility and a good price in the event of a potential buyout.
·12.9.I find the strategic review in GEOS a bit intr. Clear Ocean and Pelagic have put Clarksons on the case and are considering, among other things, selling the stakes / other strategic transactions. GEOS is now left with only 4 own ships, but still a full operational apparatus and quite high overhead. For a larger PSV player, the ships can therefore quickly be worth more than they are in GEOS standalone, since much of the overhead can be taken out in a potential acquisition. No guarantee that anything will happen of course, but an interesting catalyst on top of the PSV/NAV case.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
78 päivää sitten
4,00 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
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
- ·30.10.The month is drawing to a close, but on the utilization bit there should already be a clear picture after Duchess has once again been extended by a few days. For October, Paradise and Pace should have 100% utilization, Duchess appears to have a single day off contract, while Swan appears to have four open days. Total coverage will in that case be 119 out of 124 days, pretty precisely 96% util. If this is correct and they have achieved day rates for instance around $25k, they should have made good money in October. For the rest of the quarter, Pace and Paradise are on contract, while Swan has options that will hopefully take us most of the way until the long contract starts in the new year. So then it is perhaps just a matter of keeping Duchess working that remains to secure a very good Q4.
- ·9.10.While we wait for any potential outcome from the strategic review, I myself am now so deeply invested in this one that it might be fine to make an estimate of what the company might earn if the company remains in its current form without acquisitions. Have therefore made an estimate for 2027 based on the H1 figures, where I have tried to isolate the current fleet and take out one-off costs (page 8 in the H1 report). This is a relatively simple calculation, so I am not accounting for inflation, etc. My starting point for 2027 is average rates of $25k and utilization of 90%. A good portion of the fleet is already contracted for 2027 so I do not think this will be completely wrong. Otherwise, it is supposedly predicted that 2027 will be a good year for the industry and that 2028 can easily become even better. I end up with just over 60m in profit (assuming there will be no tax due to tax loss carryforwards), so not too bad if that becomes the reality for 2027, and not unlikely we can get an even better 2028. However, the company does not exactly have a track record for delivering. Any views, or perhaps others who have looked into the crystal ball?And with the same assumptions on costs, what the picture could look like if day rates or utilization change:
- ·2.10.Strong update from GEOS https://osvnyheter.no/osv-nyheter-uke-40-28-september-4-oktober-2026
- ·2.10.New contracts on Swan certainly look very good. As far as I can calculate, the estimates correspond to daily rates of around $27k for the firm portion, with closer to $30k for the option. And this is clearly the oldest PSV in the fleet. For September they report daily rates of over $24k with utilization tipping 94%. I believe they will make decent money on this. Q4 should also look very good, as Paradise and Pace should be around 100% util and I guess the average daily rates for these two are around $27k. So if they can patch together the open part for Swan and secure a good contract for Duchess, this could turn out very well. And as most of us are probably aiming for, provide good visibility and a good price in the event of a potential buyout.
- ·12.9.I find the strategic review in GEOS a bit intr. Clear Ocean and Pelagic have put Clarksons on the case and are considering, among other things, selling the stakes / other strategic transactions. GEOS is now left with only 4 own ships, but still a full operational apparatus and quite high overhead. For a larger PSV player, the ships can therefore quickly be worth more than they are in GEOS standalone, since much of the overhead can be taken out in a potential acquisition. No guarantee that anything will happen of course, but an interesting catalyst on top of the PSV/NAV case.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 5 000 | ||
| 1 566 | ||
| 2 020 | ||
| 20 | ||
| 2 000 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 20.11. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 26.3. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
78 päivää sitten
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 Q3 - tulosraportti 20.11. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 29.5. | ||
2025 Q4 - tulosraportti 26.3. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 28.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
4,00 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·30.10.The month is drawing to a close, but on the utilization bit there should already be a clear picture after Duchess has once again been extended by a few days. For October, Paradise and Pace should have 100% utilization, Duchess appears to have a single day off contract, while Swan appears to have four open days. Total coverage will in that case be 119 out of 124 days, pretty precisely 96% util. If this is correct and they have achieved day rates for instance around $25k, they should have made good money in October. For the rest of the quarter, Pace and Paradise are on contract, while Swan has options that will hopefully take us most of the way until the long contract starts in the new year. So then it is perhaps just a matter of keeping Duchess working that remains to secure a very good Q4.
- ·9.10.While we wait for any potential outcome from the strategic review, I myself am now so deeply invested in this one that it might be fine to make an estimate of what the company might earn if the company remains in its current form without acquisitions. Have therefore made an estimate for 2027 based on the H1 figures, where I have tried to isolate the current fleet and take out one-off costs (page 8 in the H1 report). This is a relatively simple calculation, so I am not accounting for inflation, etc. My starting point for 2027 is average rates of $25k and utilization of 90%. A good portion of the fleet is already contracted for 2027 so I do not think this will be completely wrong. Otherwise, it is supposedly predicted that 2027 will be a good year for the industry and that 2028 can easily become even better. I end up with just over 60m in profit (assuming there will be no tax due to tax loss carryforwards), so not too bad if that becomes the reality for 2027, and not unlikely we can get an even better 2028. However, the company does not exactly have a track record for delivering. Any views, or perhaps others who have looked into the crystal ball?And with the same assumptions on costs, what the picture could look like if day rates or utilization change:
- ·2.10.Strong update from GEOS https://osvnyheter.no/osv-nyheter-uke-40-28-september-4-oktober-2026
- ·2.10.New contracts on Swan certainly look very good. As far as I can calculate, the estimates correspond to daily rates of around $27k for the firm portion, with closer to $30k for the option. And this is clearly the oldest PSV in the fleet. For September they report daily rates of over $24k with utilization tipping 94%. I believe they will make decent money on this. Q4 should also look very good, as Paradise and Pace should be around 100% util and I guess the average daily rates for these two are around $27k. So if they can patch together the open part for Swan and secure a good contract for Duchess, this could turn out very well. And as most of us are probably aiming for, provide good visibility and a good price in the event of a potential buyout.
- ·12.9.I find the strategic review in GEOS a bit intr. Clear Ocean and Pelagic have put Clarksons on the case and are considering, among other things, selling the stakes / other strategic transactions. GEOS is now left with only 4 own ships, but still a full operational apparatus and quite high overhead. For a larger PSV player, the ships can therefore quickly be worth more than they are in GEOS standalone, since much of the overhead can be taken out in a potential acquisition. No guarantee that anything will happen of course, but an interesting catalyst on top of the PSV/NAV case.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 5 000 | ||
| 1 566 | ||
| 2 020 | ||
| 20 | ||
| 2 000 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt