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N · 2024-02-19T11:01:55.166123Z

Mit 7700 stk. Position erstmal voll. Ich rechne mit einer anhaltenden Rohstoff-/ Öl-Nachfrage bis mindestens Anfang/Mitte 2026.

@Khlmysee

11Lun·

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

19.02

VAR

Var Energi

Compró 679 a 2,777 €

1885,58 €

4 Comentarios

K@TechNav

11Lun

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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N@Khlmysee

11Lun

@wealth_strategist_297I am actually not quite so skeptical for this reason alone: https://varenergi.no/news/var-energi-to-acquire-neptune-energys-norwegian-oil-and-gas-assets-to-accelerate-growth-and-value-creation-on-the-ncs/. The debt level and liabilities are almost always at the same level every quarter.

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11Lun

Comentario eliminado

N@Khlmysee

11Lun

@ausgeklammertI think Shell's growth is pretty much exhausted and the dividend is not attractive either. With VAR Energi, the growth opportunity and dividend appeal to me.

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