SIOFF - glemt diamant?
Er ikke SIOFF uvanlig billig på dette nivået? Med investorer som Midelfart og Sveaas i styret og utsiktene i supply er bedre enn på mange år. I tillegg er gjeldsgraden i SIOFF bedre enn i konkurrerende selskaper. Siem har den mest morderne supplyflåten og det har lenge vært snakk om fusjon mellom Viking og Siem.
Og nå er kursen 9,28. Er det noe jeg har oversett eller er dette en glemt diamant hvor en virkelig kan gjøre et godt kjøp nå?
For the record; jeg kjøpte meg inn på fredag til kurs 9,6 og har planer om å sitte lenge her.
Og nå er kursen 9,28. Er det noe jeg har oversett eller er dette en glemt diamant hvor en virkelig kan gjøre et godt kjøp nå?
For the record; jeg kjøpte meg inn på fredag til kurs 9,6 og har planer om å sitte lenge her.
Redigert 01.03.2023 kl 10:16
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Gull i pungen
18.05.2024 kl 09:23
3211
-Subsea-segmentet er knallsterkt. Det er virkelig gode rater å oppnå nå, og man ser flere og flere lange kontrakter som er kommet ut i markedet, sier Sea1 Offshore-sjef Bernt Omdal til E24.
https://e24.no/boers-og-finans/i/QMoOdP/offshore-topp-om-hett-marked-er-knallsterkt
https://e24.no/boers-og-finans/i/QMoOdP/offshore-topp-om-hett-marked-er-knallsterkt
Gull i pungen
23.05.2024 kl 10:47
2639
Viking Supply Ships med Q1 tall i dag. Aksjen opp 8%
https://storage.mfn.se/2bf8eb4c-574c-4db3-9f51-94c68af5ac7a/viking-supply-ships-ab-publ-interim-report-q1-2024.pdf
https://storage.mfn.se/2bf8eb4c-574c-4db3-9f51-94c68af5ac7a/viking-supply-ships-ab-publ-interim-report-q1-2024.pdf
Redigert 23.05.2024 kl 10:48
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The Godfather
30.05.2024 kl 09:02
2106
Fearnley
Offshore Support
• Norway / UK Market
For the first time in a while, the Norwegian AHTS spot market is sold-out. This is mainly a result of activity in the UK and limited availability. A Norwegian Charterer picked up one vessel, while two UK Charterers fixed a total of five vessels at rates ranging from about GBP 40k/d to the mid GBP 50s. There are a few more fixtures that are yet to be confirmed, as well as an uncovered requirement in the market. Any more activity is expected to see a nice increase in rates for Owners.
There are currently two prompt and uncommitted PSVs available in Norway with a couple of more expected to come available shortly. The last fixtures in the UK are concluded at around GBP 14k/d with a handful of vessels still available. We see more and more term tenders concluded at what is certainly healthy rates.
Offshore Support
• Norway / UK Market
For the first time in a while, the Norwegian AHTS spot market is sold-out. This is mainly a result of activity in the UK and limited availability. A Norwegian Charterer picked up one vessel, while two UK Charterers fixed a total of five vessels at rates ranging from about GBP 40k/d to the mid GBP 50s. There are a few more fixtures that are yet to be confirmed, as well as an uncovered requirement in the market. Any more activity is expected to see a nice increase in rates for Owners.
There are currently two prompt and uncommitted PSVs available in Norway with a couple of more expected to come available shortly. The last fixtures in the UK are concluded at around GBP 14k/d with a handful of vessels still available. We see more and more term tenders concluded at what is certainly healthy rates.
desirata
10.06.2024 kl 17:59
1572
Kan se ut som toucha bunn på 30kr. Jeg håper på 40kr iår.
Tidewater opp 14% på NYSE idag, vet ikke årsak. Ny ATH med god margin, må være god interesse i sektoren iallefall.
Det bør dra opp supply aksjene imorgen i Oslo også.
Tidewater opp 14% på NYSE idag, vet ikke årsak. Ny ATH med god margin, må være god interesse i sektoren iallefall.
Det bør dra opp supply aksjene imorgen i Oslo også.
Tugapower
11.06.2024 kl 06:25
1390
desirata
14.06.2024 kl 13:12
1171
Det blir en laber sommersesong i North Sea AH segment. Mærsk sender inn 8 store AHTS på spot en i UK sector. Dette vil senke ratene og utielization til bunn nivåer. Eks. Siem Opal har ikke hatt jobb siden Mai måned. Smartere Solstad som sender sine ut på langtids charter i Brazil og Afrika.
Well, nå er det kun 6 stk AH som Sea1 har igjen, mot 9 tidlegare.
Well, nå er det kun 6 stk AH som Sea1 har igjen, mot 9 tidlegare.
The Godfather
19.06.2024 kl 11:02
1012
Fearnley Morning Report
Offshore Support
• Norway / UK Market
As has been the case so many times before, it takes so little for the AHTS spot market to sell out again. But for that to happen all currently expected activity needs to materialize – hence it will be an interesting week from now. Last night saw a vessel fixed IDC from one job in Norway. The last done in the UK is reported at just below GBP 50k/d. A few interesting developments in the market worth to mention is that the work scope related to a Norwegian owned wind farm in the UK seems to take longer than expected. There is also one requirement in the market for AHTS vessels to tow the Johan Castberg FPSO to the Barents Sea with commencement in mid-August.
The Norwegian PSV market is again sold-out with rates for the last fixtures reported at just below NOK 300k/d. Norway has also seen the conclusion of two more medium term fixtures. The UK remains tight, so we expect healthy rates there as well going forward. A few vessels could potentially return to Aberdeen in the next few weeks after spending time abroad – unless they pick up work elsewhere.
Offshore Support
• Norway / UK Market
As has been the case so many times before, it takes so little for the AHTS spot market to sell out again. But for that to happen all currently expected activity needs to materialize – hence it will be an interesting week from now. Last night saw a vessel fixed IDC from one job in Norway. The last done in the UK is reported at just below GBP 50k/d. A few interesting developments in the market worth to mention is that the work scope related to a Norwegian owned wind farm in the UK seems to take longer than expected. There is also one requirement in the market for AHTS vessels to tow the Johan Castberg FPSO to the Barents Sea with commencement in mid-August.
The Norwegian PSV market is again sold-out with rates for the last fixtures reported at just below NOK 300k/d. Norway has also seen the conclusion of two more medium term fixtures. The UK remains tight, so we expect healthy rates there as well going forward. A few vessels could potentially return to Aberdeen in the next few weeks after spending time abroad – unless they pick up work elsewhere.
desirata
20.06.2024 kl 15:25
884
Supply er ikke HOT for tiden virker det som, selv om en er i høysesongen i Nordsjøen.
Vi må vel avvente et bedre kvartals resultat også, det siste var ganske dårleg, mye drydock og offhire dager. Splitte med Siem hjelper vel heller ikke. Når tid skal Siem aksjene nulles ?
Vi må vel avvente et bedre kvartals resultat også, det siste var ganske dårleg, mye drydock og offhire dager. Splitte med Siem hjelper vel heller ikke. Når tid skal Siem aksjene nulles ?
Uljanov
20.06.2024 kl 15:33
875
Var det ikke før start av q3 de skulle nulles? Den siem-dealen synliggjorde jo verdier. Vel, får vente på refinansiering og utbytter da, så kan kursen være som den er. Billige aksjer til alle.
Uljanov
20.06.2024 kl 16:12
848
Startet en Sea1 tråd så vi blir ferdig med denne Siem en gang for alle ;-)
oryx
09.07.2024 kl 12:42
503
Blir interessant å se hvor sioff skal nå.
Redigert 09.07.2024 kl 14:09
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