Det er jo ikke sikkert Hans Petter Klohs sitter så mye lengre etter møtet, men det får vi se.

Men noen faktorer må vi ta hensyn til. Det ser ut som om børsene korrigerer nå. Dette har vært årets verste dag på Oslo børs.
Vi kan skylde på Sbx pga manglende kontrakter men vi kan ikke gi Sbx skylda for at klovnen i USA ikke klarer å inngå handelsavtale med Kina.
Får kryse fingrene for at dette blir en liten korreksjon.

Så er det noen postive ting. Flere store aksjonærer er kommet inn på topp 20 som Alfred Berg og Pareto.
Topp 20 lista ser faktisk bedre ut nå enn for noen uker siden.

Det er lenge siden at Myrseth sa denne akjen var alvorlig underpriset. Skulle likt å høre en kommentar fra ham nå.
Noe som bekymrer litt er at Mel Holding ikke har økt mere. Trodde de ville kjøpe seg opp over 5 %.

Norne har også trua på dette og holder fast ved at til tross for utsettelser så venter det STORE utbytter neste år,

De fleste investorer er skeptiske til fremtiden for olje og spesielt offshore. Det er ikke uten grunn.

Frykter nok denne ned mot 0,70 i morgen! Kanskje under 0,70 også 🤔 Seabird
https://min.e24.no/a/2Gyanv

Det er egentlig ingen grunn til at den skal falle mer i morgen pga denne mld.
Ser ut som om de vil ta tapet på Q2 for å berge Q3.

Den vil nok uheldigvis falle betydelig! 🙁

Ny pressemelding nå, med ref til den forrige:

Reference is made to the press release of 29 July 2019 regarding the ongoing niche 3D survey in West Africa utilizing the “Nordic Explorer” and a 2D survey in the Americas employing the “Harrier Explorer”.

Based on the current estimates for survey completion, the company expects to report an EBITDA for the 2nd quarter of 2019 of negative USD 1.7 million. This includes a loss provision for Q3 2019 of USD 1.3 million relating to the West Africa 3D survey due to the contract being treated as an onerous contract according to IAS 37. The provision is based on an estimated survey completion by mid-September 2019.

Both the “Harrier Explorer” and the “Nordic Explorer” are rigged with the ”Digistreamer” technology and both surveys are affected by difficulties with availability and lead-time of select seismic streamer equipment parts relating to this technology. This includes a significant increase in the repair period for streamer sections compared to historic experience caused by the service offering, repair facilities and inventory level for certain technology components included in the “Digistreamer” all being significantly downscaled post the 2014 downturn. The company placed orders for repair of streamer and for new streamer related equipment shortly after the contract awards. However, the combined effect of worse than expected condition of the “Nordic Explorer” streamer pool equipment (included in the charter-in agreement for the vessel), increased repair period and logistical lead times exceeded the equipment related contingency included in the project plans for the 2D and 3D surveys.

SeaBird will after completion of the projects have a significant pool of repaired and tested “Digistreamer” ready for use. In addition comes a larger pool of Sercel Sentinel streamer. The current “Digistreamer” related problems are therefore not expected to have any effects on future 2D and niche 3D projects.

The ongoing 3D survey in West Africa is estimated to be completed by mid September 2019, more than two months later than the original survey plan, predominantly due to the survey being acquired with two streamers versus four streamers as originally planned. The extended survey duration will result in increased operating expenses and generate an estimated project margin of negative USD 1.4 million.

The ongoing 2D survey in the Americas is estimated to be completed ultimo September 2019 which is about two months later than the original plan. The extended survey duration will result in increased operating expenses and generate an estimated project margin of close to zero.

Further, with reference to the press release of 29 July 2019, the Osprey Explorer is currently transiting to the NCS for a two-month source project with estimated completion late September/early October. This represents a new contract award and is also the first contract with the relevant OBN contractor.

SeaBird is a global provider of marine acquisition for 2D/3D and 4D seismic data, and associated products and services to the oil and gas industry. SeaBird specializes in high quality operations within the high end of the source vessel and 2D market, as well as in the shallow/deep water 2D/3D and 4D market. Main focus for the company is proprietary seismic surveys (contract seismic). Main success criteria for the company are an unrelenting focus on Quality, Health, Safety and Environment (QHSE), combined with efficient collection of high quality seismic data. All statements in this press release other than statements of historical fact are forward-looking statements and are subject to a number of risks, uncertainties and assumptions that are difficult to predict, and are based upon assumptions as to future events that may not prove accurate. These factors include SeaBird`s reliance on a cyclical industry and the utilization of the company's vessels. Actual results may differ substantially from those expected or projected in the forward-looking statements.

This information is subject of the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.

For further queries contact:

Hans Petter Klohs

Disse gutta leker direktører.
Burde spilt og vunnet noen runder med ludo først.

Her er jo egentlig ikke mye nytt. Det meste har vi lest i den første mld og mld til Myrseth.
Skal ikke være noen grunn til at den skal falle mere pga dette.

Huff! SBX et jo bare et Kokkelimonke selskap. Hvor langt ned fremover før den neste emisjonen kommer??

De har vel 12m usd i kassa, så det skal ikke være noe fare for emisjon.

Ikke så lite tap. Vi kan fortsatt forvente utbytte men det blir mindre enn det mange håpet.
Men det er viktig at det blir utbytte for det vil tiltrekke investorer og drive opp kursen.

Nja, du må jo drømme. Underskuddet blir nok totaltsett mye større, 35-45mill ifølge regnskap 1Q

Hehe :)
mini3 ønsker få nok aksjer til billig penge og snakker derfor ned så godt han kan. Kommentaren din på den andre sbx tråden om at det er Myrseth som har solgt seg ut idag, er vel å legge seg på et litt tøysete lavmål ;) jeg kjenner deg som litt mer seriøs fra Archer trådene.
Og hvorfor skal du plutselig få trang til å baisse her først nå, egentlig. Kunne jo ha startet for lenge siden. Men jeg tar din plutselige interesse som tegn på at du ønsker å posisjonere deg ;)

Er nok ikke her for å baisse, men for å opplyse.
Som du vet så er ikke EBITDA på -1,7 ett totalt underskudd.
Underskuddet vil nok ligge på mellom 4-5 totalt sett, det er med andre ord litt mer alvorlig enn hva enkelte vil ha det til.
Samtidig vil ikke inntektene komme i 3Q
EBITDA Er driftsoverskudd/underskudd ikke EBIT som er resultat.

Hentet fra forum xtrainvestor: Oppdatering fra SB1 Markets etter nye opplysninger idag:


SBX: More details relating to last week's negative pw

Seabird has provided more details regarding last week’s negative pw, including a close to USD 1m improvement to the estimated EBITDA impact for Q2 compared to last week’s estimate. EBITDA for Q2 is expected to be USD 1.7m, including USD 1.3m loss provision for the West Africa contract, while the preliminary Q2 EBITDA estimate last week was around USD 2.5m. We thus expect combined Q2-Q3 negative EBITDA to end up in the USD 2-3m range compared to in the USD 3-4m range last week. The company emphasize that the operational problems are caused by difficulties with availability and lead-time of select parts for the ION Digistreamer seismic equipment needed for two projects. The projects in question are Nordic Explorer’s niche 3D project offshore West Africa and a 2D project offshore Americas employing Harrier Explorer. Both projects are estimated to be completed around two months later than initially estimated, resulting in increased opex. After completion of the delayed projects, the company will have a significant pool of repaired and tested streamers. The operational difficulties affecting Q2 and Q3 results are thus not expected to impact future 2D and niche 3D projects.

Vil ikke tro at denne meldingen vil føre til ytterligere fall men det får vi se i morgen.