10Mon·

Position full for now with 7700 shares. I expect demand for commodities/oil to continue until at least early/mid 2026.

19.02
VAR
Bought x679 at €2.777
€1,885.58
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With Vår Energi, I see that they don't have the biggest share of the pie at the moment and that their remaining reserves, for which they have licenses, are becoming increasingly scarce. I don't see them growing and I'm also concerned about their total debt to equity ratio (last quarterly report) of 184.59%. Dividends are positive, but in my opinion they should also be sustainable.

In the link you will find several discoveries combined by the license holders in the North Sea and Norwegian Sea: https://www.norskpetroleum.no/en/facts/field/
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10Mon
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