Bra Q1, hvorfor -9% i dag ??

Gevinstsikring?

-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

FEF TP 45 NOK

Altså 50% opp til TP.

Ser ingen diamant lenger, isåfall o,1 karat ! (null komma en)

Merkelig fall i kursen denne uken.
Noen større som selger seg ut?

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

Som igjen ikke har noen som helst betydning for Sea1

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.

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.

TDW inn i index er grunnen var det et klokt hode som sa

https://finance.yahoo.com/video/oil-may-reach-86-per-193634786.html

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.

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.

Hva gjør denne helt nede på 27-tallet?

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.

Startet en Sea1 tråd så vi blir ferdig med denne Siem en gang for alle ;-)

Blir interessant å se hvor sioff skal nå.