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DOF ASA
oge
22:17 11.04.2018
#18193

Jeg har bare fulgt DOF sånn sporadisk. Og SUB7.

Er ratene på vei opp?
highlander
09:12 12.04.2018
#9017

Re. oge #18193

Ja, ratene er på vei opp, men hva de ligger på er vanskelig å si noe om, ettersom de færreste selskapene opplyser om nivået.

Jeg er spent på om ratene er bærekraftige nå. Det som er et faktum er at ratene så sent som i fjor lå på nivåer der bare en liten del av kostnadene ble dekket inn.
troj
13:19 14.04.2018
#2

DOF, headed by chief executive Mons Aase, proposed the Skandi Achiever vessel for a dayrate of $128,698, the Skandi Singapore vessel for a dayrate of $137,156 and the Skandi Salvador vessel for a dayrate of $142,018.

Er denne dagraten bærekraftig for SKANDI ACHIVER. KONTRAKTEN ER PÅ 3 ÅR + 2?
troj
20:31 18.04.2018
#3

Tror toget starter nå, på tide å stige ombord ?
troj
20:20 20.04.2018
#4

DOF har brutt opp gjennom taket i en bred, fallende trendkanal på mellomlang sikt. Det er gitt kjøpssignal fra en dobbel-bunn-formasjon, uten at denne foreløpig har slått til. På kort sikt er det nå utløst kjøpssignal fra en rektangelformasjon.

Volumutviklingen er dessuten meget positiv, noe som indikerer aggressive kjøpere og passive selgere. Om noe skjer, kan dermed kursen gå raskt. Ut fra historisk mønster, kan aksjen lett stige 20–30 prosent på et par uker. Ved reaksjon tilbake er det støtte ved 82 øre, ned cirka fem prosent. Dermed er oppsiden stor i forhold til nedsiden, og risk/reward-forholdet i aksjen anses gunstig.
highlander
10:54 23.04.2018
#9355

DOF brøt opp gjennom motstanden rundt 0,80 i forrige uke, og ser ut til å fortsette oppturen i dag.

Så langt i dag er aksjen opp 4,3 % til 0,93.
highlander
16:31 30.04.2018
#9634

30.04.2018, 15:50:14: Award of short-term contracts in the Asia Pacific region

DOF Subsea has been awarded various contracts in the Asia Pacific region,
securing utilisation for vessels and personnel in the Subsea/IMR Projects
segment:

The region has been awarded short-term contracts for survey and intervention
services in Australian waters utilising the vessel Skandi Hercules. The region
has further been awarded a contract for the provision of geophysical and
geotechnical surveys offshore northern Australia utilising the vessel Skandi
Hercules. The contracts secure utilisation of the vessel from late April well
into Q3 2018.

The region has also been awarded short-term contracts for survey and
intervention services in Australian waters utilising the vessel Skandi
Singapore. The combined duration of the contracts is approximately three weeks
and the work will be conducted from mid-May.

Another contract award for survey and intervention services in Vietnamese waters
will see the vessel Geoholm deployed from late April for approximately three
weeks.

Endret 30.04.2018 16:32 av highlander
highlander
11:54 02.05.2018
#9682

Nok en kontraktsmelding:

02/05-2018 11:20:13: (DOF) DOF Subsea contract award for Geosea

DOF Subsea has been awarded a contract for the vessel Geosea by Fugro. The
contract will commence at the beginning of May and will potentially secure
utilisation for a period of up to 3 months, if all options are exercised.
highlander
10:57 03.05.2018
#9759

...og en i dag også:

03/05-2018 10:20:09: (DOF) DOF Subsea contract award for Skandi Chieftain

The North America region has just recently completed a short-term survey project
for a local client in Eastern Canada utilising the vessel Skandi Chieftain, and
the region has further been awarded a contract securing 120 days of utilisation
of Skandi Chieftain for seismic support operations from 20 May.
OldNick
09:37 09.05.2018
#20115

Kontraktsforlengelse for DOF

DOF: Contract Extension Received for Operations in West Africa

Børsmelding
09.05.2018

DOF Subsea, a leading provider of integrated subsea services, has received a contract extension for one of our subsea vessels with an oil major for operations in the West Africa region. The duration of the extension is for nine (9) months and will commence in May 2018.

For further information, please contact:
CEO Mons S. Aase, Tel. +47 9166 1012
CFO Hilde Drønen, Tel. +47 9166 1009
______

DOF kom også med Q1-2018 resultat idag.

Ikke noe å skryte av, men det ligger lysere tider frem i tid med en oljepris godt oppe på $70-tallet.


DOF: Financial Report Q1-2018 for DOF ASA

Børsmelding
09.05.2018

Group operating income for Q1 (management reporting) totals NOK 1,690 million (NOK 1,677 million). Operating profit before depreciation and impairment (EBITDA) totals NOK 479 million (NOK 483 million). Ebitda adjusted for hedge accounting was NOK 520 million (NOK 530 million). Operating profit (EBIT) is NOK -11 million (NOK -102 million), of which depreciation and impairment totals NOK 490 million (NOK 586 million).

The average utilisation of the Group's owned fleet during 1st quarter was 72%. The utilisation of the subsea fleet was 72%, the AHTS fleet 68% and the PSV fleet 76%.

The Group backlog by end of March 2018 was approx. NOK 22 billion. During 1st quarter the Group has been awarded several contracts with start up in 2nd and 3rd quarter.

The Company completed successfully a repair issue of NOK 202 million in February.

Please see enclosed Q1 Financial Report 2018.

Webcast is available Wednesday 09.05.2018 at 08:30 on www.dof.com.

Contact:
CEO Mons Aase, Tel. +47 9166 1012
CFO Hilde Drønen, Tel. +47 9166 1009


DOF: Q1-2018 Report (PDF)

DOF: Q1-2018 Presentation (PDF)
highlander
13:37 09.05.2018
#9872

DOF ser at Nordsjømarkedet nå er mer aktivt, spesielt for AHTSene, mens Asia- og Stillehavsregionen fortsatt er svakt. Det sier konsernsjef Mons Aase under rederiets kvartalspresentasjon onsdag.

- Vi venter ikke at det blir full steam ahead i Asia og Stillehavet i år, sier han, og legger til at Brasil er en region selskapet har stor tro på - på lengre sikt.

Videre tror Aase at selskapet vil ha færre båter i spotmarkedet i 2019 enn i 2018.

- Jeg tror vi har bygget mer ordrebok for 2019 i første kvartal neste år enn det vi har for 2018 i dag. I det segmentet vi blødde mest på, som er PSVer i Nordsjøen, tror jeg vi vil ha bedre inntjening på disse første kvartal neste år, sier han til TDN Direkt onsdag.

Den seneste tiden har DOF gjort mange slutninger i spotmarkedet innen diverse segmenter, men konsernsjefen opplyser at de også hele tiden har noen periodekontrakter de jobber med.

- Men vi er i dag ikke interessert i å gjøre veldig lange kontrakter. Vi ser at kontraktene vi gjorde sent i fjor og tidlig i år ville hatt bedre betalt nå om vi hadde ventet litt, sier konsernsjefen.

Videre sier Aase han tror oljeselskapene har samme syn på markedet som DOF selv har, der man venter en bedring fra 2019 av, og mener de derfor har vært veldig aktive innen noen segmenter med å sikre seg kapasitet.

I kvartalsrapporten opplyser selskapet at anbudsaktiviteten har økt i perioden for subsea-segmentet for arbeid med oppstart i 2019.

- Generelt er folk optimistiske om at subsea-markedet skal stramme seg til fra 2019, og da burde også ratene reflektere dette, sier Aase.

Ellers opplyser Aase under kvartalspresentasjonen at de i dag vil ta levering av PLSVen Skandi Recife, samt at denne vil bidra godt til rederiets kontantstrøm fremover.

Båten skal på langtidskontrakt med Petrobras, på 8 år pluss 8 års opsjoner, og eid gjennom et fellesforetak med TechnipFMC. (TDN)
highlander
10:39 15.05.2018
#9997

Nordea Markets øker anslått verdirange per DOF-aksje til kr 1-1,75 (mot tidligere kr 0,95-1,38) grunnet lavere antatt nettogjeld og økte EBITDA-estimat for 2019.

Meglerhuset opererer ikke med noen anbefaling, ettersom dette er en analyse som DOF selv har betalt for.
OldNick
16:15 24.05.2018
#20172

DOF går eks. spleis i morgen, dvs. 10:1 spleis.

DOF: Key information relating to reverse share split to be carried out by DOF

Børsmelding
22.05.2018

Date on which the corporate action was made public: 3 May, 2018
Reverse split ratio: 10 old shares give 1 new share
Last day including right: 24 May, 2018
Ex-date: 25 May, 2018
Record date: 28 May, 2018
Date of approval: 24 May, 2018

The above key information is subject to the annual general meeting approving the proposed resolution to consolidate the shares. The company's largest shareholder, Møgster Mohn Offshore AS, has agreed to transfer a number of shares that is necessary in order for all shareholders to have a shareholding that is dividable by 10. The shares are transferred to the relevant shareholders free of charge. For further details, please see the notice to the AGM.
______

DOF: Ex reverse split and new face value 25.05.2018

Børsmelding
24.05.2018

Reference is made to announcement from the company 22.05.2018.

The shares in DOF ASA will be traded ex. reverse split and new face value as from 25.05.2018.

Ratio: 10 old shares give 1 new share.

DOF:
New - Face value: NOK 5.00
New - EMS: 1000
No change - ISIN: NO0010070063
No change - Instrument ID: 46930
No change - Trading Currency: NOK
No change - Segment: OBMA

*Note: Any overnight orders will be deleted by the Exchange after 16:45
______

DOF: DOF ASA - New share capital

Børsmelding
24.05.2018

Reference is made to the stock exchange announcement by DOF ASA ("DOF" or the "Company") on 24 May 2018 regarding the resolution to increase the share capital and consolidate the shares in the Company in the ration 10:1.

The share capital increase and the share consolidation has today, 24 May 2018, been registered with the Norwegian Register of Business Enterprises. As a result, the share capital of the Company has been increased with NOK 0.50 by issuance of 1 new share, with a nominal value of NOK 0.50. Following the share capital increase and the share consolidation, the Company's share capital is NOK 1,452,114,590, divided into 290,422,918 shares, each with a nominal value of NOK 5.

The consolidated shares will be tradable on the Oslo Stock Exchange from and including 25 May 2018.

For further queries, please contact:
CEO Mons Aase, tel. +47 9166 1012
CFO Hilde Drønen, tel. +47 9166 1009
______

Ellers har selskapet gj.ført GF.

DOF: ORDINARY GENERAL MEETING

Børsmelding
24.05.2018

Ordinary General Meeting in DOF ASA was held Thursday 24 May 2018 at 11.00. All items were resolved in accordance with the Boards Calling Notice and the Nomination Committee's recommendations.

Please find attached copy of the minutes of the Ordinary General Meeting in DOF ASA 2018.

Contact person:
CEO Mons Aase, tel. +47 9166 1012
CFO Hilde Drønen, tel. +47 9166 1009


DOF: Protokoll fra GF (PDF)
eshuse
08:31 29.05.2018
#2688

29/05-2018 07:48:09: (DOF) Contract awards


Norskan Offshore Ltda. has been awarded a 1-year contract for the Skandi
Fluminense by Petrobras with estimated start-up in July. The contract includes
one ROV. Skandi Fluminense is an AHTS (UT 722L) built in 2007.

DOF has been awarded a contract by Chevron North Sea Limited for the vessel
Skandi Kvitsøy. The contract will be for a period of approximately 140 days
commencing June 2018 to support drilling operations in the North Sea.
highlander
12:45 01.06.2018
#10301

01/06-2018 10:20:10: (DOF) DOF Subsea awarded long-term charter contract for one of our larger construction vessels

DOF Subsea has been awarded a long-term time charter contract for one of our
larger construction vessels.

The new contract will commence as the current contract expires in August 2019.
The new contract expires in April 2022.
OldNick
16:22 06.06.2018
#20236

DOF-sjefen: Ingen planer om børsnotering

Flere markedsaktører har ventet et nytt forsøk fra DOF på å børsnotere DOF Subsea. Ifølge DOF-sjefen ligger imidlertid børsplanene trygt i skuffen fortsatt


Are Strandli, Hegnar.no
06.06.2018

For ett drøyt år siden lanserte offshorerederiet DOF en intensjon om å børsnotere DOF Subsea som det da eide 51 prosent av.

I forbindelse med noteringen ville rederiet gjøre en emisjon på 800 millioner kroner, samt utføre et delsalg av aksjer eid av First Reserve som på daværende tidspunkt eide de resterende 49 prosentene av selskapet. Totalt skulle det hentes inn 1,1 milliarder kroner.

ABG Sundal Collier og Pareto Securities var hentet inn som hovedtilretteleggere.

To uker senere kom imidlertid kontrabeskjeden om at aksjonærene hadde besluttet å legge børsnoteringen på hyllen til markedsforholdene hadde bedret seg.

Gjennom en emisjon på 500 millioner kroner rett før jul, økte DOF sin eierandel i DOF Subsea til 65 prosent, mens First Reserves andel ble nedjustert.

Ikke på bordet

«De fleste venter at andelen (til First Reserve. Red.anm.) vil komme for salg i 2018, enten gjennom en IPO-prosess for DOF Subsea eller et rent salg til DOF ASA eller en annen spiller», skrev meglerhuset Clarksons Platou Securities i en rapport tidligere i år.

Siden det strandede børsnoteringsforsøket i fjor sommer har oljeprisen løftet seg med rundt 50 prosent, og verdens børser snuser daglig på nye rekordnoteringer.

Klimaet for børsnoteringer er dermed vesentlig bedre enn på samme tid i fjor.

Konsernsjef i DOF Mons S. Aase avviser imidlertid at det eksisterer noen umiddelbare planer om et nytt børsnoteringsforsøk.

- Det er styret som tar sånne avgjørelser, men for øyeblikket er det hverken diskusjoner eller planer om det i det hele tatt, sier han til Hegnar.no.

mer på link
eshuse
08:26 14.06.2018
#2691

14/06-2018 07:00:21: (DOF) TechnipFMC and DOF Subsea announce the delivery of Skandi Recife and commencement of contract with Petrobras

TechnipFMC and DOF Subsea (DOF) announce that the Skandi Recife, a Brazilian
-flagged flexible lay and construction vessel owned by the joint venture formed
between TechnipFMC (50%) and DOF (50%), commenced its 8-year charter contract
with Petróleo Brasileiro S.A. (Petrobras). The vessel will work in the Campos,
Santos and Espírito Santo basins.

Skandi Recife has state of the art pipelay and marine technology. She has a 340
tons Vertical Lay System (VLS) tower, 2,500 tons underdeck carousel and two work
-class ROVs, allowing her to lay flexible pipes in water depths up to 2,500
meters. She was built by Vard Promar Brazilian yard, where her sister ship,
Skandi Olinda, is currently under construction, with a high rate of Brazilian
national content.

Under the TechnipFMC/DOF joint venture agreement, TechnipFMC will manage
flexible pipelay, and DOF will be responsible for marine operations.

DOF Subsea CEO, Mons S. Aase, said: "Taking delivery of Skandi Recife and
commencing the contract with Petrobras is an important milestone in our
partnership with TechnipFMC. We are proud of this significant addition to our
Brazilian fleet and look forward to seeing the vessel in operation in the years
to come."

Hallvard Hasselknippe, President of Subsea activities at TechnipFMC, commented:
"We are very proud of this significant addition to our fleet in Brazil and to
our partnership with DOF. The delivery of Skandi Recife and the commencement of
a new contract with Petrobras reinforce our commitment to the development of the
Brazilian market and our extensive ultra-deepwater pipelaying experience."
highlander
15:50 25.06.2018
#10715

Kepler Cheuvreux kom rett før helgen med en større analyse på supply-selskapene.

Standard Drilling (SDSD) fremholdes som favoritt med kursmål på kr 2,50.

Også DOF og Eidesvik Offshore får kjøpsanbefalinger med kursmål på henholdsvis kr 15,00 og 12,00.
eshuse
09:03 26.06.2018
#2693

26/06-2018 09:00:11: (DOF) DOF Subsea contract awards

DOF Subsea has been awarded several contracts in the Atlantic region, securing
utilisation for the vessels Geosund and Skandi Skansen throughout Q2 and Q3.

The awarded works are all within the Subsea IMR Projects segment. The scopes
include seabed mapping, surveys, pipeline and structure inspection, light
construction and repair work.

One of the awards includes a Subsea Services Frame agreement in the UK with a
major North Sea operator. As part of this Frame Agreement DOF Subsea shall
undertake the 2018 Pipeline and Structure Inspection Campaign. The scope covers
inspection of subsea facilities, pipelines, and platform structures as well as
light construction and repair work.

Jan Kristian Haukeland, Executive Vice President for the Atlantic region stated:
"This is a real positive number of wins for the region, and for the company.
DOF Subsea is well placed to plan and provide strong, collaborative support for
our clients' projects in Survey and IMR."
eshuse
11:45 28.06.2018
#2695

28/06-2018 09:00:13: (DOF) DOF Subsea contract awards in Brazil

Petrobras has awarded DOF Subsea Brasil a contract for utilization of the
Brazilian built OSV vessel Skandi Salvador. The 650 days firm contract (plus 650
days extension by mutual agreement) will commence in July. Skandi Salvador is
currently working for Shell Brasil.

The CEO Mons Aase states that he is very pleased with this contract award, which
confirms the DOF Group's strong position in the South America region.
eshuse
11:47 28.06.2018
#2696

Skandi Gamma har fått utvidet nåværende jobb med en brønn til:

28/06/18 SKANDI GAMMA Wintershall Norway Support TO Spitsbergen, 1 well 01/09/18 RNR
eshuse
11:49 28.06.2018
#2697

Og ratene bedrer seg i spotmarkedet:

NEW SKANDI ICEMAN Well Expertise R/M TO Arctic, D/D 14 29/06/18 NOK 475000
highlander
22:31 07.08.2018
#11534

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eshuse
09:05 08.08.2018
#2703

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OldNick
15:14 07.09.2018
#20634

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