OCY - innsidekjøp og teknisk støtte

Sa2ri
OCY 20.03.2018 kl 11:53 6482

Et lite innsidekjøp ble meldt i dag, men vedkommende dobler faktisk eksponeringen sin

http://www.hegnar.no/Nyheter/Boers-finans/2018/03/Ocean-Yield-innsider-dobler-aksjeposten

I tillegg tok aksjen god i mot på den tekniske støtten ved 65,30. Det blir derfor spennende å se hvordan denne aksjen utvikler seg videre.
Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
Sa2ri
21.03.2018 kl 08:49 6248

SB1M kom ut med en oppdatering på OCY I går kkveld. Den sier blant annet følgende:

"OCY (Buy, tp NOK82): USD500m investment capacity for the rest of '18

Please note that SpareBank 1 Markets AS acted as Joint Lead Manager in connection with the February 2018 private placement in OCY NO

Conclusion
Following the recent investments, Ocean Yield is close to covering its current dividend payments without any contribution from the FPSO. We expect significant investments also for the rest of the year (not included in estimates), and we are convinced that Dhirubhai-1 stays at the MA-field beyond Sep '18 and that the unit is the logical choice for the MJ-field.

Our analysis
- USD538m in investments since December '17, USD~100m in new equity. Following the investment in five handysize dry bulk vessels against 10-year bareboat contracts to Interlink Maritime, Ocean Yield has committed USD538m in capex at an average IRR of 14-15%, with a total annualized net income contribution of USD~20m, or NOK~1 per share. An upbeat management team gave a clear growth message at the Q4 presentation in February, and as a natural consequence, the company later in the month raised USD~100m in equity. We have not included future investments in our forecast, and hence our 2018-20e EPS is down by ~5%.

- Reliance likely to acquire the FPSO for USD255m or give an extension. We expect the perceived risk in the case to be significantly reduced in either scenarios.

- Another USD500m in investments by end 2018? Increased deal flow along with historical low construction and 2nd hand prices, low order books and limited shipping appetite among banks is an attractive mix for OCY which continues to achieve long term bank financing at Libor+/-200bps. If we assume another USD500m in capex during 2018, with similar profile and profitability as the recent investments, the company would 1) add NOK2-3/sh in value from cost of capital arbitrage, and 2) reach a FY net income exceeding the current dividend payments by 6% (assuming a worst-case scenario for the FPSO). Adding our positive view on the outcome for the FPSO, we are convinced that the stock, looking 12 months ahead, will trade at lower yield based on a higher earnings and DPS than today.

Analysts
Øyvind Mossige"
Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
ignatas
22.03.2018 kl 21:09 5994

flere innsidere som kjøper nå

22/03-2018 14:24:20: (OCY) Primary Insider disclosure
Mr. Tom Henrik Sundby, the spouse of Ms. Anne Christin Døvigen who is a Board
Member of Ocean Yield ASA ("Ocean Yield"), has today acquired 15,000 shares in
Ocean Yield at a price of NOK 65.90 per share. Following this transaction, Mr.
Tom Henrik Sundby owns 15,000 shares and Ms. Anne Christin Døvigen owns 10,000
shares in Ocean Yield.

This information is subject of the disclosure requirements pursuant to section 4
-2 of the Norwegian Securities Trading Act.
Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
Slettet bruker
04.04.2018 kl 12:31 5532

RT: 64,00 -1,99%

Et godt kjøp på dette nivået?
Forventet utbytte over 9%
Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
Slettet bruker
04.04.2018 kl 19:37 5376

Tok et lodd her idag, bare for å ha noe i portisen. Ble litt Vistin +enda mere mono. Tvi tvi
Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
Slettet bruker
12.04.2018 kl 01:39 5063

Ja, det viste seg å være et greit kjøp det!

Sluttkurs: 66,50 +0,30%
Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
drammen
13.04.2018 kl 08:06 4862

OCY er en bortglemt juvel på OSE:
- utbytteaksje de lux
- stadig økende kvartalsutbytter
- mange innsidekjøp
- stadige utvidelse av flåten, og mere vil nok komme
- veldig langsiktige kontrakter
- Røkke baby - han overrasker gjerne med nye kursdrivende stunt
- Mange Aker topper sitter på store eierposter
- en perfekt aksje for den langsiktige

Kjøpt på dippen som har vært og har store forventninger framover. Kursen nå ligger godt under ATH, så her er potensialet for kjapp kursgevinst også stort.


Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
Slettet bruker
18.04.2018 kl 14:44 4608

Tok 2000 nye i dag
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breiflabb
30.04.2018 kl 09:55 4263

17 april var det generalförsamlingsmöte:

Generalforsamlingen fattet følgende vedtak:
Generalforsamlingen gir styret fullmakt til å beslutte utdeling av utbytte på grunnlag av selskapets
årsregnskap for 2017.
Fullmakten gjelderfrem til selskapets ordinære generalforsamling i 2019.

Blir utbytte i år paritet med förra året? Utbytte for Q1-18 bestemmes vel på
2018-05-03 Delårsrapportdagen, eller?




Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
farmern
01.05.2018 kl 09:41 4009

Reliance Industries to shut oil, gas fields in KG-D6 block

Mail Today Bureau | Monday, April 30, 2018 | 07:25 IST

Reliance made the announcement in an investor presentation after its fourth quarter result and said it will begin complying with the government's guidelines to decommission facilities in the Bay of Bengal block where output has hit its lowest ever.

Billionaire Mukesh Ambani-led Reliance Industries will shut down its oil and gas fields at in KG-D6 block in the coming months due to output dropping to a fourth of peak production. According to their investment plans, the fields were supposed to last a minimum of 15 years, but have extinguished in less than a decade.

The firm made the announcement in an investor presentation after its fourth quarter result and said it will begin complying with the government's guidelines to decommission facilities in the Bay of Bengal block where output has hit its lowest ever.

Sources said the MA field may be shut as early as October after the current lease of afloating production storage and offloading (FPSO) unit, which processes output from the field, expires.
Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
farmern
01.05.2018 kl 09:50 3998


According to Upstream, Reliance, operator on the MJ field off India’s
east coast has issued initial enquiries for an FPSO to for the field.
Ocean Yield’s Dhirubhai-1, currently working on the near-by KG-D6 MA
block with contract until Sep’18, is one of the contenders for the work.
Other companies expected to respond is companies such as Modec,
SBM Offshore, Bumi Armada, as well as some Asian yards.
Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare
Slettet bruker
03.05.2018 kl 22:43 3500

Dhirubhai-1 blir nok høyst sannsynlig leid ut igjen, dog kanskje ikke med like høye rater. For Reliance Industries vil det være enklest å bare forlenge avtalen og fortsette på noe som i utgangspunktet har fungert fint. Dhirubhai-1 har hatt en eksepsjonell høy oppetid, og Reliance Industries kan umulig ikke ha vært fornøyd med den.
Redigert 20.01.2021 kl 22:46 Du må logge inn for å svare