Nå ser vi kjøpersiden nærmer seg selgersiden for første gang på lenge, omsetningen har også nå virkelig startet å ta seg opp. Dette kan tyde på at vi snart får oss et skikkelig løft. Dette kan tyde på at de som har tatt gevinst etter emisjonen nå er ferdig med å kaste ut aksjer.

Forundret hver dag over hvor mange som selger aksjene i bunnen av denne nedgangssyklusen, må være irriterende å se denne i 3-4 kr om noen år når du solgte under krona.

Her kommer et skikkelig løft snart. 1 krone innen uka.

Er sikker på at DOF skal over 2 NOK i løpet av sommeren.

Ja om vi legger til grunne nedbetaling av gjeld i tillegg til økning av skips verdier og at rater holder seg gode så vil vi nokk se betydelig bedre kurser fremover sommeren.....

Utdrag fra Clarksons Platou Securities AS, dette sier bare noe om potensialet på mellomlangt sikt 12-18 mnd.


A deeply undervalued play on a highly valuable subsidiary
In our view DOF ASA is deeply undervalued because of 1) uncertainty around the timing of a market recovery, 2) recent liquidity issues and 3) little attention from international investors. All of these issues are tied together, but we think in the next 12-18 months all of them will be resolved fully or partly. If visibility around these issues can be improved, we expect the stock will perform well. In part due to leverage, our NOK 1.90 Target Price indicates the stock could nearly triple from current levels. An IPO of DOF Subsea represents the most concrete near-term means of realizing such values.
Many investors remain uncertain about the timing of recovery for offshore vessels, and as such an improvement in dayrates should allay much of that concern. As written in the OSV market section of this report, offshore activity levels are set to rise due to a large increase in project sanctioning, and dayrates in the North Sea are already increasing despite low demand levels. That leads us to believe that rates will further improve as activity moves higher.
The offshore vessel sector has seen an extraordinary wave of restructuring in recent years, and we believe DOF is now moving past the restructuring phase. The company completed an equity issue, bond equitization and bank debt adjustment in June-16, as well as a NOK 500m equity issue to address liquidity issues in DOF Subsea during late Dec-17. With liquidity issues no longer a near-term concern, investors can now begin to think about underlying values. However, it takes time for investors to build confidence and take the equity out of the penalty box.
For DOF ASA to regain confidence and attention from investors, we think they need to move from defense to offense. The natural next step in that regard is an IPO for DOF Subsea, the key component of value in DOF ASA. The company marketed an IPO process for DOF Subsea in late May-17, though falling oil prices and falling stocks closed the window for a new oil services stock at that time. Since the end of May-17, oil prices have risen nearly 40% and DOF Subsea’s peer group (SUBC, FTI, OII, HLX, MDR) has traded up by 25%. Naturally we are more bullish about the prospects of an IPO for DOF Subsea, the most concrete near- term means of realizing value in DOF ASA. By our reckoning DOF ASA’s share of DOF Subsea amounts to 2.7x DOF ASA’s current market cap.

Det er mange som er ivrige på å kvitte seg med sine aksjer. De kan visst ikke vente med å få solgt. Her blir det visst trading til langt over 5 kronen.