$SBMO (+7,86%) delivers good figures for Q3, keep up the good work. I'm staying in, the stock can stay in the portfolio for longer.

https://de.investing.com/news/transcripts/sbm-offshore-uberzeugt-im-q3-2025-mit-starkem-wachstum-und-erhohter-prognose-93CH-3232814

From buy the dip to short the winner, everything was there again today. Almost 10k were pumped into the market again today. Somehow I can't get my Tr account updated again, so make do with the screenshots

$SBMO (+7,86%)
$GFT (-1,68%)
$AMD (-4,33%)
$INTC (-4,94%)
$3350 (-8,46%)

After $RKLB (-10,21%) was launched yesterday, $SBMO (+7,86%) just under a month ago, it seems that the $NU (-3,72%) rocket finally seems to be igniting.

Here is my latest purchase from 10 days ago

New additions $TTD (-2,51%)
$TUI1 (+1,29%) and very important $GME (-1,74%)

subsequent purchase $NU (-3,72%) nananunanana 😉

Adjustment of shares from $SBMO (+7,86%) as I have transferred these to Volksbank and gq can't cope with this

$SBMO (+7,86%)

We have just broken through all the lines on the chart. Super growth, super efficiency and a decent dividend. $SBMO (+7,86%)

The new platform is also in operation.

"SBM Offshore announces that FPSO Alexandre de Gusmão will be officially shut-in on May 24, 2025, after achieving first oil and completing a 72-hour continuous production test leading to final offtake.

FPSO Alexandre de Gusmão has a processing capacity of 180,000 barrels of oil and 12 million m3 of gas per day.

Alexandre de Gusmão is owned and operated by special purpose vehicles owned by affiliates of SBM Offshore (55%) and its partners (45%). The FPSO will operate under 22.5-year charter and operating services agreements with Petróleo Brasileiro S. A. (Petrobras)."

To ath the road will be too long to reach it now. But the 5-year high at € 21 is in sight.

With the scrip dividend, I took shares instead of cash for the first time. I always assumed that only whole parts would be taken as shares, but lo and behold, just under a week after the payday, 1.81.... shares were booked in at last week's price. Tax was of course deducted

$SBMO (+7,86%) Share finally jumps after a 44% increase in profits for 2024 announced. Who is all invested?

SBM Offshore N.V
$SBMO (+7,86%) considers bid for Petrobras
$PETR3 (+0,74%)
$PETR4 (+2,13%) Sergipe FPSO units

Dutch company SBM Offshore is considering participating in a tender by Brazil's Petrobras to build up to two oil platforms for the state oil company, Jonas Lobo, president of SBM in Brazil, told Reuters.

The tender for the construction of up to two FPSO (Floating Production Storage and Offloading) vessels is part of Petrobras' plans to develop an oil and gas field in the state of Sergipe in north-eastern Brazil.

"We are very interested in deepening the analysis," said Lobo.

The tender was launched by Petrobras last month after previous attempts to put the vessels into operation were unsuccessful. The Brazilian oil giant has made changes for the new tender that Lobo believes will lead to success.

"We will work together to achieve this," he said.

Petrobras expects the two platforms to have a capacity of 120,000 barrels of oil and up to 12 million cubic meters of gas per day.

In the strategic plan for the years 2025 to 2029 published in November, the company had postponed the commissioning of the two platforms until at least 2030. In the previous plan, the commissioning of both platforms was scheduled for 2028.