2026 Q1 -tulosraportti
30 päivää sitten
‧23 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 1.6. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·7 t sittenFra FA: "Investor2025 13:41 kvirrevi1 wrote I think there is very little reason to spend time on the tender from Petrobras. The market is and remains tight, and Petrobras knows this best, as the largest buyer in this market. In my assessment, there is a 90-100 % probability that Petrobras will lease Zephyrus and Eurus on longer contracts, with rates somewhere between 150,000 USD - 200,000 USD. At a rate of 150,000 USD, the level is only a few percent above the previous tender where Prosafe didn't even find it appropriate to participate. Completely agree. The CFO also confirms that this is a low-spec tender. They didn't bid on the previous one, and in all likelihood won't bid on this one either. When such a tender implies rates around 130,000 USD/day for DP2 capacity, it's not particularly difficult to calculate upwards what attractive DP3 units should be priced at in today's market. For DP3 units, a level in the range of 150,000–175,000 USD/day appears completely realistic, and in my view, it is by no means an exaggeration. Rather, it reflects the actual market balance.
·11 t sittenNB: Just so it's said …. Petrobras and Prosafe can therefore renegotiate contract/extensions/and rate levels without tender rounds in the market otherwise. Previous history shows this. There was probably a visit to one of those rigs recently in Brazil from the CEO …….. It is probably also indicated that renewed contracts will come eventually here. Many speculations now that have nothing to do with DP3 accommodation platforms and some manage to sow doubt about rates and renewals. Got some units more at 3.085. It was some pocket change that had fallen into the lining of the wallet 🤪
·13 t sitten · MuokattuOn days like this, it's good to remember that Prosafe is one contract away (think carefully about this), a contract for Safe Eurus, from 2027 becoming a very strong year. If the options for Safe Boreas are also exercised, 2027 will be an unparalleled year in terms of profitability. P/E will then be between 1-2, where great value is created, and where rig values should be significantly written up (Jacktel has already written up the rig value of New Haven to 150 MUSD). Such a 2027 will have a lot to say for the debt ratio, opportunities to pay dividends from 2028, opportunities to take out Safe Nova/Safe Vega etc. And, given this, it is also overwhelmingly probable that Safe Eurus (and subsequently Safe Zephyrus) will get strong contracts, probably with Petrobra, or possibly with someone else.One step at a time ….. Things take a little time in this sector 😊 But a little forward now, then better earnings and even better fleet utilization will come. That is something we know. The uncertainty is who pulls the rope to their side regarding price level/rate level for upcoming new contracts !? Will be exciting to see ! now: Let's hope that the floor at 4 kr holds up ?- ·15 t sittenGot to buy a few shares at 4,11 🤑 Denied access to Sahara 😅
·1 päivä sitten · MuokattuPetrobras has published a new tender for September 2027. The deadline is 15.07. Here, Zephyrus is a good candidate as it is already in Brazil with Petrobras. Virtually zero mobilization costs as the biggest competitive advantage. The reference budget indicates a day rate of USD 128.000 + extras for various things. If I understand correctly, Petrobras is this time open to vessels, not just rigs, and that is due to a tight market. They are going a step further to keep rates as low as possible. Petrobras sets strict requirements, so I doubt that all the few available units are qualified. Neither Prosafe nor Floatel participated last time due to a low rate, so sooner or later Petrobras will have to agree to pay more for these services.A power struggle is ongoing in the market now. That creates some uncertainty and it's either a gift package for those who believe that rates and demand will continue to rise. Or a downturn for companies operating offshore rig accommodation. Some have a better overview and "flair" to exploit the fluctuations! I believe that it is temporary uncertainty that is now sending some sour waves towards Prosafe now. Now the Sand in the Sea has disappeared out …… 😅 So I guess I have to go to Sahara or Gobi to find more ....... to buy for ☺️ I recommend no one to buy .... But if I had more, I think it's a good time to buy now with uncertainty and decline here. What goes down ...... usually comes back up again. The market is there, rates are rising. That's the trend, so at some point when things really tighten up, the positive waves will wash over these accommodation platforms 😊 That's my bet here.
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
30 päivää sitten
‧23 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
- ·7 t sittenFra FA: "Investor2025 13:41 kvirrevi1 wrote I think there is very little reason to spend time on the tender from Petrobras. The market is and remains tight, and Petrobras knows this best, as the largest buyer in this market. In my assessment, there is a 90-100 % probability that Petrobras will lease Zephyrus and Eurus on longer contracts, with rates somewhere between 150,000 USD - 200,000 USD. At a rate of 150,000 USD, the level is only a few percent above the previous tender where Prosafe didn't even find it appropriate to participate. Completely agree. The CFO also confirms that this is a low-spec tender. They didn't bid on the previous one, and in all likelihood won't bid on this one either. When such a tender implies rates around 130,000 USD/day for DP2 capacity, it's not particularly difficult to calculate upwards what attractive DP3 units should be priced at in today's market. For DP3 units, a level in the range of 150,000–175,000 USD/day appears completely realistic, and in my view, it is by no means an exaggeration. Rather, it reflects the actual market balance.
- ·11 t sittenNB: Just so it's said …. Petrobras and Prosafe can therefore renegotiate contract/extensions/and rate levels without tender rounds in the market otherwise. Previous history shows this. There was probably a visit to one of those rigs recently in Brazil from the CEO …….. It is probably also indicated that renewed contracts will come eventually here. Many speculations now that have nothing to do with DP3 accommodation platforms and some manage to sow doubt about rates and renewals. Got some units more at 3.085. It was some pocket change that had fallen into the lining of the wallet 🤪
- ·13 t sitten · MuokattuOn days like this, it's good to remember that Prosafe is one contract away (think carefully about this), a contract for Safe Eurus, from 2027 becoming a very strong year. If the options for Safe Boreas are also exercised, 2027 will be an unparalleled year in terms of profitability. P/E will then be between 1-2, where great value is created, and where rig values should be significantly written up (Jacktel has already written up the rig value of New Haven to 150 MUSD). Such a 2027 will have a lot to say for the debt ratio, opportunities to pay dividends from 2028, opportunities to take out Safe Nova/Safe Vega etc. And, given this, it is also overwhelmingly probable that Safe Eurus (and subsequently Safe Zephyrus) will get strong contracts, probably with Petrobra, or possibly with someone else.One step at a time ….. Things take a little time in this sector 😊 But a little forward now, then better earnings and even better fleet utilization will come. That is something we know. The uncertainty is who pulls the rope to their side regarding price level/rate level for upcoming new contracts !? Will be exciting to see ! now: Let's hope that the floor at 4 kr holds up ?
- ·15 t sittenGot to buy a few shares at 4,11 🤑 Denied access to Sahara 😅
- ·1 päivä sitten · MuokattuPetrobras has published a new tender for September 2027. The deadline is 15.07. Here, Zephyrus is a good candidate as it is already in Brazil with Petrobras. Virtually zero mobilization costs as the biggest competitive advantage. The reference budget indicates a day rate of USD 128.000 + extras for various things. If I understand correctly, Petrobras is this time open to vessels, not just rigs, and that is due to a tight market. They are going a step further to keep rates as low as possible. Petrobras sets strict requirements, so I doubt that all the few available units are qualified. Neither Prosafe nor Floatel participated last time due to a low rate, so sooner or later Petrobras will have to agree to pay more for these services.A power struggle is ongoing in the market now. That creates some uncertainty and it's either a gift package for those who believe that rates and demand will continue to rise. Or a downturn for companies operating offshore rig accommodation. Some have a better overview and "flair" to exploit the fluctuations! I believe that it is temporary uncertainty that is now sending some sour waves towards Prosafe now. Now the Sand in the Sea has disappeared out …… 😅 So I guess I have to go to Sahara or Gobi to find more ....... to buy for ☺️ I recommend no one to buy .... But if I had more, I think it's a good time to buy now with uncertainty and decline here. What goes down ...... usually comes back up again. The market is there, rates are rising. That's the trend, so at some point when things really tighten up, the positive waves will wash over these accommodation platforms 😊 That's my bet here.
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 1.6. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
2026 Q1 -tulosraportti
30 päivää sitten
‧23 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 1.6. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenFra FA: "Investor2025 13:41 kvirrevi1 wrote I think there is very little reason to spend time on the tender from Petrobras. The market is and remains tight, and Petrobras knows this best, as the largest buyer in this market. In my assessment, there is a 90-100 % probability that Petrobras will lease Zephyrus and Eurus on longer contracts, with rates somewhere between 150,000 USD - 200,000 USD. At a rate of 150,000 USD, the level is only a few percent above the previous tender where Prosafe didn't even find it appropriate to participate. Completely agree. The CFO also confirms that this is a low-spec tender. They didn't bid on the previous one, and in all likelihood won't bid on this one either. When such a tender implies rates around 130,000 USD/day for DP2 capacity, it's not particularly difficult to calculate upwards what attractive DP3 units should be priced at in today's market. For DP3 units, a level in the range of 150,000–175,000 USD/day appears completely realistic, and in my view, it is by no means an exaggeration. Rather, it reflects the actual market balance.
- ·11 t sittenNB: Just so it's said …. Petrobras and Prosafe can therefore renegotiate contract/extensions/and rate levels without tender rounds in the market otherwise. Previous history shows this. There was probably a visit to one of those rigs recently in Brazil from the CEO …….. It is probably also indicated that renewed contracts will come eventually here. Many speculations now that have nothing to do with DP3 accommodation platforms and some manage to sow doubt about rates and renewals. Got some units more at 3.085. It was some pocket change that had fallen into the lining of the wallet 🤪
- ·13 t sitten · MuokattuOn days like this, it's good to remember that Prosafe is one contract away (think carefully about this), a contract for Safe Eurus, from 2027 becoming a very strong year. If the options for Safe Boreas are also exercised, 2027 will be an unparalleled year in terms of profitability. P/E will then be between 1-2, where great value is created, and where rig values should be significantly written up (Jacktel has already written up the rig value of New Haven to 150 MUSD). Such a 2027 will have a lot to say for the debt ratio, opportunities to pay dividends from 2028, opportunities to take out Safe Nova/Safe Vega etc. And, given this, it is also overwhelmingly probable that Safe Eurus (and subsequently Safe Zephyrus) will get strong contracts, probably with Petrobra, or possibly with someone else.One step at a time ….. Things take a little time in this sector 😊 But a little forward now, then better earnings and even better fleet utilization will come. That is something we know. The uncertainty is who pulls the rope to their side regarding price level/rate level for upcoming new contracts !? Will be exciting to see ! now: Let's hope that the floor at 4 kr holds up ?
- ·15 t sittenGot to buy a few shares at 4,11 🤑 Denied access to Sahara 😅
- ·1 päivä sitten · MuokattuPetrobras has published a new tender for September 2027. The deadline is 15.07. Here, Zephyrus is a good candidate as it is already in Brazil with Petrobras. Virtually zero mobilization costs as the biggest competitive advantage. The reference budget indicates a day rate of USD 128.000 + extras for various things. If I understand correctly, Petrobras is this time open to vessels, not just rigs, and that is due to a tight market. They are going a step further to keep rates as low as possible. Petrobras sets strict requirements, so I doubt that all the few available units are qualified. Neither Prosafe nor Floatel participated last time due to a low rate, so sooner or later Petrobras will have to agree to pay more for these services.A power struggle is ongoing in the market now. That creates some uncertainty and it's either a gift package for those who believe that rates and demand will continue to rise. Or a downturn for companies operating offshore rig accommodation. Some have a better overview and "flair" to exploit the fluctuations! I believe that it is temporary uncertainty that is now sending some sour waves towards Prosafe now. Now the Sand in the Sea has disappeared out …… 😅 So I guess I have to go to Sahara or Gobi to find more ....... to buy for ☺️ I recommend no one to buy .... But if I had more, I think it's a good time to buy now with uncertainty and decline here. What goes down ...... usually comes back up again. The market is there, rates are rising. That's the trend, so at some point when things really tighten up, the positive waves will wash over these accommodation platforms 😊 That's my bet here.
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