2026 Q1 -tulosraportti
Vain PDF
75 päivää sitten
1,25 NOK/osake
Viimeisin osinko
14,88%Tuotto/v
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 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·13 t sittenFFA further up FFA derived value 12.35 Mercuria case 9.70
- ·15 t sittenFFA rose yesterday with Q4 up 11%. FFA continues up today with August up 4% to 98$/tonne. That corresponds to a TCE of ~494kpd. Scrubber/Eco premium of almost 30k comes on top. August is at the time of writing set to be the best month so far this year. FFA derived value upon full payment is at the time of writing 11.7 (33% upside) Value in the unlikely case where Mercuria prevails with its lawsuit against Baltic is 9.22. (5%).
·1 päivä sittenI have been skeptical of HUNT for a while, and I will be honest that one part of my argument has changed. When the peace agreement was signed in June, the thesis was that TD3C would normalize and the spread would collapse. That mechanism was overridden: the blockade of Hormuz was reinstated on July 14, and TD3C is back at around 480,000 dollars a day. The rates did not fall. But that doesn't make the case weaker — it just shifts the focus. The real problem with HUNT is not about the rate level. It's about the income being disputed, and that it will be decided in a courtroom. Briefly about what HUNT actually is: the company does not own ships in a practical sense. They lease in two VLCCs at a fixed rate (around 51,750 dollars a day) and lease them out on a floating TD3C index, and earn the difference. Both contracts expire around the turn of the year 2026/2027. The value in the share is therefore the present value of the remaining spread, plus net cash, plus a large disputed claim. There is no residual value left in the ships when the contracts expire — this is an instrument with an expiry date, not a going concern. Here is the core: the counterparty has paid less than agreed every single month since March. The amount is now around 36 million dollars and growing, and HUNT has taken the matter to arbitration in London. The company books the income at the full TD3C rate, but a significant part never comes into the account — it remains as a claim in dispute. Q2 will be a record quarter on paper, and Q3 likewise. But booked is not the same as collected, and that is the whole point. And the counterparty's argument is not nonsense. During the closure, TD3C is a hypothetical assessment — the panel adds a risk premium on top of comparable trades because almost no tankers actually load inside the strait. The index fluctuates over 100,000 dollars on a single day, and several brokerage houses have called it unreliable as a market indicator. The counterparty, which much suggests is Mercuria, is additionally suing the Baltic Exchange itself to have the index declared invalid — a case the High Court has fast-tracked, with a trial on October 26 and a judgment around the turn of the year. HUNT's claim for the 36 million rests on the exact opposite of what Mercuria is trying to prove. The value of the disputed amount is thus not decided by HUNT's confidence, but by a judge in London this winter. If I calculate the value — net cash after the June dividend, present value of the remaining spread until the ships are returned, and a heavily risk-adjusted value of the disputed claim — I land at around 6 kroner, with a defensible range of 5.5 to 7. The price of 8.99 is thus around 50 percent above what I can defend. To justify today's price, you must believe two things simultaneously: that the blockade persists so that rates remain high until contract expiry, and that HUNT wins against Mercuria and collects the entire pot. Those are two bets, not one. The downside is concrete. If a lasting peace comes, the spread collapses. If Mercuria wins in October, it's not just the 36 million that are lost — then the very rate HUNT has booked for all of 2026 is legally assailable, and that raises questions about both the monster quarters and the dividend basis. The upside is simultaneously limited by the fact that the contracts expire in half a year anyway. I'll be fair: if everything goes well — the blockade lasts, Q2 and Q3 yield large dividends, and HUNT wins fully — the stock can be defended towards 9–10 and deliver good yield along the way. It is a real scenario, and the momentum is strong. But it is precisely an "everything goes well" scenario, priced as if it has already been fulfilled. I prefer to own the spread when the market pays me to bear the uncertainty, below 6 — not to pay up for a backward-looking quarter where the key income is tied up in a legal dispute. At 8.99, the market prices in money the company has not yet received, and a lawsuit it has not yet won. I stand aside, and see October 26 as the date that will decide who is right.
Remarkable that one spends so much time writing a treatise about a stock one is so skeptical of. Many stocks I am skeptical of that I spend 0 time on. It shines so strongly through that you have an agenda to scare people into selling.
1 päivä sittenVLCCs willing to brave the Strait of Hormuz can reportedly make over $500,000 per day.Photo: Jonathan Boonzaier Matt Coyne TradeWinds correspondent Oslo Tankers Published 10 August 2026, 18:11 The tanker market is shaping up to get even tighter.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
Vain PDF
75 päivää sitten
1,25 NOK/osake
Viimeisin osinko
14,88%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·13 t sittenFFA further up FFA derived value 12.35 Mercuria case 9.70
- ·15 t sittenFFA rose yesterday with Q4 up 11%. FFA continues up today with August up 4% to 98$/tonne. That corresponds to a TCE of ~494kpd. Scrubber/Eco premium of almost 30k comes on top. August is at the time of writing set to be the best month so far this year. FFA derived value upon full payment is at the time of writing 11.7 (33% upside) Value in the unlikely case where Mercuria prevails with its lawsuit against Baltic is 9.22. (5%).
- ·1 päivä sittenI have been skeptical of HUNT for a while, and I will be honest that one part of my argument has changed. When the peace agreement was signed in June, the thesis was that TD3C would normalize and the spread would collapse. That mechanism was overridden: the blockade of Hormuz was reinstated on July 14, and TD3C is back at around 480,000 dollars a day. The rates did not fall. But that doesn't make the case weaker — it just shifts the focus. The real problem with HUNT is not about the rate level. It's about the income being disputed, and that it will be decided in a courtroom. Briefly about what HUNT actually is: the company does not own ships in a practical sense. They lease in two VLCCs at a fixed rate (around 51,750 dollars a day) and lease them out on a floating TD3C index, and earn the difference. Both contracts expire around the turn of the year 2026/2027. The value in the share is therefore the present value of the remaining spread, plus net cash, plus a large disputed claim. There is no residual value left in the ships when the contracts expire — this is an instrument with an expiry date, not a going concern. Here is the core: the counterparty has paid less than agreed every single month since March. The amount is now around 36 million dollars and growing, and HUNT has taken the matter to arbitration in London. The company books the income at the full TD3C rate, but a significant part never comes into the account — it remains as a claim in dispute. Q2 will be a record quarter on paper, and Q3 likewise. But booked is not the same as collected, and that is the whole point. And the counterparty's argument is not nonsense. During the closure, TD3C is a hypothetical assessment — the panel adds a risk premium on top of comparable trades because almost no tankers actually load inside the strait. The index fluctuates over 100,000 dollars on a single day, and several brokerage houses have called it unreliable as a market indicator. The counterparty, which much suggests is Mercuria, is additionally suing the Baltic Exchange itself to have the index declared invalid — a case the High Court has fast-tracked, with a trial on October 26 and a judgment around the turn of the year. HUNT's claim for the 36 million rests on the exact opposite of what Mercuria is trying to prove. The value of the disputed amount is thus not decided by HUNT's confidence, but by a judge in London this winter. If I calculate the value — net cash after the June dividend, present value of the remaining spread until the ships are returned, and a heavily risk-adjusted value of the disputed claim — I land at around 6 kroner, with a defensible range of 5.5 to 7. The price of 8.99 is thus around 50 percent above what I can defend. To justify today's price, you must believe two things simultaneously: that the blockade persists so that rates remain high until contract expiry, and that HUNT wins against Mercuria and collects the entire pot. Those are two bets, not one. The downside is concrete. If a lasting peace comes, the spread collapses. If Mercuria wins in October, it's not just the 36 million that are lost — then the very rate HUNT has booked for all of 2026 is legally assailable, and that raises questions about both the monster quarters and the dividend basis. The upside is simultaneously limited by the fact that the contracts expire in half a year anyway. I'll be fair: if everything goes well — the blockade lasts, Q2 and Q3 yield large dividends, and HUNT wins fully — the stock can be defended towards 9–10 and deliver good yield along the way. It is a real scenario, and the momentum is strong. But it is precisely an "everything goes well" scenario, priced as if it has already been fulfilled. I prefer to own the spread when the market pays me to bear the uncertainty, below 6 — not to pay up for a backward-looking quarter where the key income is tied up in a legal dispute. At 8.99, the market prices in money the company has not yet received, and a lawsuit it has not yet won. I stand aside, and see October 26 as the date that will decide who is right.Remarkable that one spends so much time writing a treatise about a stock one is so skeptical of. Many stocks I am skeptical of that I spend 0 time on. It shines so strongly through that you have an agenda to scare people into selling.
- 1 päivä sittenVLCCs willing to brave the Strait of Hormuz can reportedly make over $500,000 per day.Photo: Jonathan Boonzaier Matt Coyne TradeWinds correspondent Oslo Tankers Published 10 August 2026, 18:11 The tanker market is shaping up to get even tighter.
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 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
75 päivää sitten
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 27.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 27.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 22.5.2025 |
1,25 NOK/osake
Viimeisin osinko
14,88%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·13 t sittenFFA further up FFA derived value 12.35 Mercuria case 9.70
- ·15 t sittenFFA rose yesterday with Q4 up 11%. FFA continues up today with August up 4% to 98$/tonne. That corresponds to a TCE of ~494kpd. Scrubber/Eco premium of almost 30k comes on top. August is at the time of writing set to be the best month so far this year. FFA derived value upon full payment is at the time of writing 11.7 (33% upside) Value in the unlikely case where Mercuria prevails with its lawsuit against Baltic is 9.22. (5%).
- ·1 päivä sittenI have been skeptical of HUNT for a while, and I will be honest that one part of my argument has changed. When the peace agreement was signed in June, the thesis was that TD3C would normalize and the spread would collapse. That mechanism was overridden: the blockade of Hormuz was reinstated on July 14, and TD3C is back at around 480,000 dollars a day. The rates did not fall. But that doesn't make the case weaker — it just shifts the focus. The real problem with HUNT is not about the rate level. It's about the income being disputed, and that it will be decided in a courtroom. Briefly about what HUNT actually is: the company does not own ships in a practical sense. They lease in two VLCCs at a fixed rate (around 51,750 dollars a day) and lease them out on a floating TD3C index, and earn the difference. Both contracts expire around the turn of the year 2026/2027. The value in the share is therefore the present value of the remaining spread, plus net cash, plus a large disputed claim. There is no residual value left in the ships when the contracts expire — this is an instrument with an expiry date, not a going concern. Here is the core: the counterparty has paid less than agreed every single month since March. The amount is now around 36 million dollars and growing, and HUNT has taken the matter to arbitration in London. The company books the income at the full TD3C rate, but a significant part never comes into the account — it remains as a claim in dispute. Q2 will be a record quarter on paper, and Q3 likewise. But booked is not the same as collected, and that is the whole point. And the counterparty's argument is not nonsense. During the closure, TD3C is a hypothetical assessment — the panel adds a risk premium on top of comparable trades because almost no tankers actually load inside the strait. The index fluctuates over 100,000 dollars on a single day, and several brokerage houses have called it unreliable as a market indicator. The counterparty, which much suggests is Mercuria, is additionally suing the Baltic Exchange itself to have the index declared invalid — a case the High Court has fast-tracked, with a trial on October 26 and a judgment around the turn of the year. HUNT's claim for the 36 million rests on the exact opposite of what Mercuria is trying to prove. The value of the disputed amount is thus not decided by HUNT's confidence, but by a judge in London this winter. If I calculate the value — net cash after the June dividend, present value of the remaining spread until the ships are returned, and a heavily risk-adjusted value of the disputed claim — I land at around 6 kroner, with a defensible range of 5.5 to 7. The price of 8.99 is thus around 50 percent above what I can defend. To justify today's price, you must believe two things simultaneously: that the blockade persists so that rates remain high until contract expiry, and that HUNT wins against Mercuria and collects the entire pot. Those are two bets, not one. The downside is concrete. If a lasting peace comes, the spread collapses. If Mercuria wins in October, it's not just the 36 million that are lost — then the very rate HUNT has booked for all of 2026 is legally assailable, and that raises questions about both the monster quarters and the dividend basis. The upside is simultaneously limited by the fact that the contracts expire in half a year anyway. I'll be fair: if everything goes well — the blockade lasts, Q2 and Q3 yield large dividends, and HUNT wins fully — the stock can be defended towards 9–10 and deliver good yield along the way. It is a real scenario, and the momentum is strong. But it is precisely an "everything goes well" scenario, priced as if it has already been fulfilled. I prefer to own the spread when the market pays me to bear the uncertainty, below 6 — not to pay up for a backward-looking quarter where the key income is tied up in a legal dispute. At 8.99, the market prices in money the company has not yet received, and a lawsuit it has not yet won. I stand aside, and see October 26 as the date that will decide who is right.Remarkable that one spends so much time writing a treatise about a stock one is so skeptical of. Many stocks I am skeptical of that I spend 0 time on. It shines so strongly through that you have an agenda to scare people into selling.
- 1 päivä sittenVLCCs willing to brave the Strait of Hormuz can reportedly make over $500,000 per day.Photo: Jonathan Boonzaier Matt Coyne TradeWinds correspondent Oslo Tankers Published 10 August 2026, 18:11 The tanker market is shaping up to get even tighter.
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