2025 Q4 -tulosraportti
80 päivää sitten
‧36 min
2,10 NOK/osake
Viimeisin osinko
21,71%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 72 | - | - | ||
| 150 | - | - | ||
| 133 | - | - | ||
| 197 | - | - | ||
| 100 | - | - |
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 25.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·13.5.This should have the potential to climb towards Q1 and the proclamation of yet another solid dividend 📈💰👌·13.5.There will likely be a preponderance of investors taking a position versus realizing before the report, and thus upward pressure. A significant wildcard is also the bid they have in on the Petrobras tender..new information should come from there either before or in the report.
·2 päivää sittenAs a rule, contracts are published as soon as possible, regardless of planned reports. A juicy wild card, yes, this stock is priced on backlog and dividend capacity, so it's probably just a matter of buying and crossing our fingers for good rates with long duration. And favorable terms for chartering an additional vessel (I like that they already have an option here before we see rates in Brazil skyrocket)
·8.5. · MuokattuRegarding Paratus and tenders: There are 2 different tenders that are currently relevant. One that was announced by Petrobras in November, where Paratus has communicated that they have submitted a bid and have a third-party vessel available if they are awarded the contract. The second (the large) tender, also from Petrobras, was announced in January this year and concerns contracts with start dates from 2027 and 2028. Here, Paratus has said they consider themselves well-positioned to submit a bid with at least one vessel (Jade). The latter tender, by the way, has a response deadline of May 13th for bidders, so I assume it won't be clarified who is awarded the contract there for a good while. A decision on the first-mentioned tender, however, should be clarified not too long from now.
·8.5.I've been adding steadily here for about a year and haven't regretted it 💰- ·8.5.A guaranteed, agreed block sale commenced today for approx 260,000 shares at a price of 49.60. Subsequently, it appears this is being followed up with a resistance at exactly 49.60,-. Just wait and see..we're heading north 📈👌·8.5.Eager to see if the block disappears before the auction.·8.5.Yep, they released it as expected - I recognize the strategy 👍
·8.5.Some (pessimistic) thoughts on PLSV after the recent news: Strategically, the direction is clear, and Seagems is a good underlying business. But the dividend level is still too high in my opinion - it is certainly manageable in the short term, but in the long term, there is a capital allocation risk regarding the recent transactions. After Fontis-closing, the ongoing earnings capacity is (roughly) estimated at 55–60 MUSD per year – share in results from Seagems at ~135 MUSD minus interest expenses at ~70 MUSD and G&A. Against a dividend of 140 MUSD, the gap is significant. The refinancing is technically sensible both because it is necessary and because better terms are obtained, but the 50 MUSD extra beyond what is needed to refinance the 2026 loan appears to me as debt-financed dividend (hopefully in a transitional phase). That kind of thing does not create added value! The vendor credit of 237 MUSD is indeed a valuable asset, but it is not available as growth capital until 2028 at the earliest. So, investments must be made to increase earnings capacity, and then they surely cannot maintain the dividend level at the same time?·8.5.The 50 mill $ extra is probably precisely with a view to expansion in the wake of a probable win on the bid they have submitted for the Petrobras tender.
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
80 päivää sitten
‧36 min
2,10 NOK/osake
Viimeisin osinko
21,71%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
Kirjaudu
- ·13.5.This should have the potential to climb towards Q1 and the proclamation of yet another solid dividend 📈💰👌·13.5.There will likely be a preponderance of investors taking a position versus realizing before the report, and thus upward pressure. A significant wildcard is also the bid they have in on the Petrobras tender..new information should come from there either before or in the report.·2 päivää sittenAs a rule, contracts are published as soon as possible, regardless of planned reports. A juicy wild card, yes, this stock is priced on backlog and dividend capacity, so it's probably just a matter of buying and crossing our fingers for good rates with long duration. And favorable terms for chartering an additional vessel (I like that they already have an option here before we see rates in Brazil skyrocket)
- ·8.5. · MuokattuRegarding Paratus and tenders: There are 2 different tenders that are currently relevant. One that was announced by Petrobras in November, where Paratus has communicated that they have submitted a bid and have a third-party vessel available if they are awarded the contract. The second (the large) tender, also from Petrobras, was announced in January this year and concerns contracts with start dates from 2027 and 2028. Here, Paratus has said they consider themselves well-positioned to submit a bid with at least one vessel (Jade). The latter tender, by the way, has a response deadline of May 13th for bidders, so I assume it won't be clarified who is awarded the contract there for a good while. A decision on the first-mentioned tender, however, should be clarified not too long from now.
- ·8.5.I've been adding steadily here for about a year and haven't regretted it 💰
- ·8.5.A guaranteed, agreed block sale commenced today for approx 260,000 shares at a price of 49.60. Subsequently, it appears this is being followed up with a resistance at exactly 49.60,-. Just wait and see..we're heading north 📈👌·8.5.Eager to see if the block disappears before the auction.·8.5.Yep, they released it as expected - I recognize the strategy 👍
- ·8.5.Some (pessimistic) thoughts on PLSV after the recent news: Strategically, the direction is clear, and Seagems is a good underlying business. But the dividend level is still too high in my opinion - it is certainly manageable in the short term, but in the long term, there is a capital allocation risk regarding the recent transactions. After Fontis-closing, the ongoing earnings capacity is (roughly) estimated at 55–60 MUSD per year – share in results from Seagems at ~135 MUSD minus interest expenses at ~70 MUSD and G&A. Against a dividend of 140 MUSD, the gap is significant. The refinancing is technically sensible both because it is necessary and because better terms are obtained, but the 50 MUSD extra beyond what is needed to refinance the 2026 loan appears to me as debt-financed dividend (hopefully in a transitional phase). That kind of thing does not create added value! The vendor credit of 237 MUSD is indeed a valuable asset, but it is not available as growth capital until 2028 at the earliest. So, investments must be made to increase earnings capacity, and then they surely cannot maintain the dividend level at the same time?·8.5.The 50 mill $ extra is probably precisely with a view to expansion in the wake of a probable win on the bid they have submitted for the Petrobras tender.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 72 | - | - | ||
| 150 | - | - | ||
| 133 | - | - | ||
| 197 | - | - | ||
| 100 | - | - |
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 25.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
2025 Q4 -tulosraportti
80 päivää sitten
‧36 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 25.11.2025 | ||
2025 Q2 -tulosraportti 26.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 | ||
2024 Q4 -tulosraportti 28.2.2025 |
2,10 NOK/osake
Viimeisin osinko
21,71%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·13.5.This should have the potential to climb towards Q1 and the proclamation of yet another solid dividend 📈💰👌·13.5.There will likely be a preponderance of investors taking a position versus realizing before the report, and thus upward pressure. A significant wildcard is also the bid they have in on the Petrobras tender..new information should come from there either before or in the report.·2 päivää sittenAs a rule, contracts are published as soon as possible, regardless of planned reports. A juicy wild card, yes, this stock is priced on backlog and dividend capacity, so it's probably just a matter of buying and crossing our fingers for good rates with long duration. And favorable terms for chartering an additional vessel (I like that they already have an option here before we see rates in Brazil skyrocket)
- ·8.5. · MuokattuRegarding Paratus and tenders: There are 2 different tenders that are currently relevant. One that was announced by Petrobras in November, where Paratus has communicated that they have submitted a bid and have a third-party vessel available if they are awarded the contract. The second (the large) tender, also from Petrobras, was announced in January this year and concerns contracts with start dates from 2027 and 2028. Here, Paratus has said they consider themselves well-positioned to submit a bid with at least one vessel (Jade). The latter tender, by the way, has a response deadline of May 13th for bidders, so I assume it won't be clarified who is awarded the contract there for a good while. A decision on the first-mentioned tender, however, should be clarified not too long from now.
- ·8.5.I've been adding steadily here for about a year and haven't regretted it 💰
- ·8.5.A guaranteed, agreed block sale commenced today for approx 260,000 shares at a price of 49.60. Subsequently, it appears this is being followed up with a resistance at exactly 49.60,-. Just wait and see..we're heading north 📈👌·8.5.Eager to see if the block disappears before the auction.·8.5.Yep, they released it as expected - I recognize the strategy 👍
- ·8.5.Some (pessimistic) thoughts on PLSV after the recent news: Strategically, the direction is clear, and Seagems is a good underlying business. But the dividend level is still too high in my opinion - it is certainly manageable in the short term, but in the long term, there is a capital allocation risk regarding the recent transactions. After Fontis-closing, the ongoing earnings capacity is (roughly) estimated at 55–60 MUSD per year – share in results from Seagems at ~135 MUSD minus interest expenses at ~70 MUSD and G&A. Against a dividend of 140 MUSD, the gap is significant. The refinancing is technically sensible both because it is necessary and because better terms are obtained, but the 50 MUSD extra beyond what is needed to refinance the 2026 loan appears to me as debt-financed dividend (hopefully in a transitional phase). That kind of thing does not create added value! The vendor credit of 237 MUSD is indeed a valuable asset, but it is not available as growth capital until 2028 at the earliest. So, investments must be made to increase earnings capacity, and then they surely cannot maintain the dividend level at the same time?·8.5.The 50 mill $ extra is probably precisely with a view to expansion in the wake of a probable win on the bid they have submitted for the Petrobras tender.
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 72 | - | - | ||
| 150 | - | - | ||
| 133 | - | - | ||
| 197 | - | - | ||
| 100 | - | - |
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