SBX ser vi 2kr i dag? Q4 i morgen.

Slettet bruker
SBX 25.02.2019 kl 10:27 2937

SBX `Norne 3.8kr.
Slettet bruker
25.02.2019 kl 10:40 2887

Rally ventes. 0,65
Slettet bruker
25.02.2019 kl 11:11 2811

Gikk rett opp til 1.67 på store poster for en robot stoppet det med å selge 2,2 og 3 og 5 aksjer. Kan virke som et rally er under oppseiling og at noen i det lengste ønsker å hindre at det tar helt av før i morgen? Mitt tips er intrade over 1.80 i dag.,
Slettet bruker
25.02.2019 kl 11:27 2756

opp en del heilt sikkert.
HP17
25.02.2019 kl 15:09 2421

Vær forsiktig. Noen har solgt SBX ned i dag og det før Q4. Sjeldent et godt tegn.
Slettet bruker
25.02.2019 kl 15:42 2338

Sikkert den banditten Myrseth, hadde vi hatt samme regler i Norge som i feks USA hadde han hatt 3 ganger livstid
Airbag
25.02.2019 kl 15:57 2291

Sbx falt litt pga tweeten til Trump som dro ned oljeprisen litt. Sjekk tidspunkt på tweet og tidspunkt Sbx dypet.
HP17
26.02.2019 kl 09:18 1945

Et OK resultat fra SBX og med lysere tider kan det kanskje blir bra for SBX?
Godt mulig at SBX skal oppover mot 1.70-2 utover dagen/denne uken etter dagens tall Kan SBX skyte fart eller?

Seabird øker inntektene og taper mindre penger
Seismikkselskapet Seabird Exploration økte inntektene og krympet underskuddet i fjorårets fjerde kvartal. Det kommer frem i selskapets kvartalsrapport tirsdag morgen.
https://aksjelive.e24.no/article/vmqrg4




Slettet bruker
26.02.2019 kl 09:37 1851

SB1M om SBX : SBX: Q4 results in line with expectations – We expect EBITDA to turn positive in both Q1 and Q2 on the back of solid backlog coverage
SB1M: Seabird (Buy, TP NOK 3)
Skogsmaur
26.02.2019 kl 09:59 1768

Resultat som forventet. Ligger til rette for positivt resultat i q1 og med et par kontrakter til/ forlengelser, positivt også i q2. Meldes nye kontrakter i q3 og q4, kan 2019 bli meget positivt.
Lilleulv
26.02.2019 kl 10:11 1705

Som forventet dette. Sbx kommer nok utover dagen :)
Olja ser ut til å snu litt igjen, og det er sikkert noen tradere som kjøpte en spekulasjonspost i går uten at de er opptatt av caset, og som kaster kortene og heller trade noe annet.
Redigert 26.02.2019 kl 10:11 Du må logge inn for å svare
Goody
26.02.2019 kl 10:12 1703

Nej, det gør vi ikke!!!!
Airbag
26.02.2019 kl 10:55 1610

Low of day må ha vært i løpet av start minuttene.
Airbag
26.02.2019 kl 11:03 1576

Jeg sitter i denne nå pga at jeg venter på at husene skal komme med nye kjøpsanbefalinger. Regner med dette vil påvirke kursen kraftig. Gjelder å være inne før de kommer med nye anbefalinger.

Noen som har idé hvilke hus vil komme med analyser fremmover?
Fredrik T
26.02.2019 kl 11:12 1524

pareto
Tobias
26.02.2019 kl 11:41 1441

Fra Pareto i dag

SBX – Fourth quarter report shows healthy utilization backlog
 SeaBird Exploration posted its fourth quarter results this morning; reporting revenues of
USD 6.8m, EBITDA of negative USD 1.2m, and a loss per share of USD 0.01. At the end of
the quarter, the company had USD 5.8m in cash
 During the quarter, the company increased the utilization of its fleet to 58%, up from 55%
in the third quarter. Both the Voyager Explorer and the Osprey explorer, working in South
East Asia and the GoM, respectively, had 100% utilization. The Harrier Explorer, on the
other hand had approximately 66% after its NCS Deep Imaging project was halted for the
season and time was spent on two other minor projects. The newly acquired Eagle
Explorer only had minor uptime in late-December. However, this was expected as the
vessel was delivered in November and completed its 10-year class docking thereafter.
Lastly, the Aquila Explorer was idle.
 First quarter utilization is looking solid for the three former, with the Voyager and Osprey
working (at least) until late March on their current projects. The Eagle has begun its 160-
day contract for CGG as a source vessel in the GoM. The company also comments that
close to 50% of capacity has also been booked for Q2.
 While the oil price slump in the fourth quarter did impact visible tenders, activity is still
healthy. The company also sees a higher interest in OBN seismic and growing volumes
through 2019. In addition, OBN tenders have a higher conversion rate than the average.
The company believes it is well positioned to capitalize on a seismic upturn and will
‘continue to evaluate further steps to renew and optimize its fleet’.
Tobias
26.02.2019 kl 11:58 1391

Fra SB1M

SBX: Q4 results in line with expectations – We expect EBITDA to turn positive in both Q1 and Q2 on the back of solid backlog coverage

· Seabird (Buy, TP NOK 3) reported Q4 revenues of USD 6.8m, in line with consensus and slightly above our USD 6.1m estimate. Revenues are up from USD ~5.5m in Q3’18 and Q4’17. The company had three active vessels during the quarter while the new vessel Eagle Explorer commenced operations in late Q4. Fleet utilization for all five available vessels was 58% in Q4’18 vs 55% in Q3’18 and 42% in Q4’17.

· EBITDA ended at USD -1.2m, with opex in line with estimates. The company incurred a USD 0.8m one-off cost related to the introduction of Eagle Explorer, meaning Seabird was close to EBITDA breakeven with three vessels in operations.

· The backlog coverage for H1’19 is solid, with Q1 fully booked and ~50% of available capacity booked through Q2. We expect EBITDA to turn positive to around USD 3-4m in both Q1 and Q2.

· Going forward, the company expects the supply/demand balance to tighten going compared to previous years. Tendering activity in the OBN market is strong in all regions, although the number of OBN source tenders were down from 27 in Q3’18 to 21 in Q4’18. The number of 2D/3D tenders were down from 26 in Q3 to 6 in Q4, but the company says that the number of active discussions are increasing.

· We do not expect to make significant changes to our estimates or NOK 3 target price on the back of the Q4 report. We like the Seabird investment case, as the company is exposed to the structural demand growth we see in the OBN market as well an cyclical upswing in the 2D market. Only small improvements in utilization and day rates make the earnings multiples look very low for Seabird. The stock trades at 16x P/E on our 2019 estimate and 4x P/E on our 2020 estimates.