ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/10/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/12/2025

GALP : Disappointing sale in Namibia - TP lowered to € 15

GALP : Une cession en Namibie qui déçoit. OC revu en baisse à 15 €

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Nexans, Forgital, Nimlas, Asmodee, Tullow Oil, Borr Drilling, CABB, Hapag-Lloyd

AUCTUS ON FRIDAY - 05/12/2025

AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.20 per share: Resource estimates boost in Sicily – ADX has increased its aggregated prospective gas resource estimates for its Sicily Channel permit from 103–369–772 bcf to 188–484–1,265 bcf (P90–P50–P10 cases). The new mean prospective resource of 619 bcf reflects the increased upside potential for the permit. Individual prospect sizes range between 37–111 bcf (P50 case), with four prospects e...

Pantheon Resources (PANR LN) - Dubhe-1 well flow testing update - Corp...

Pantheon has released an update on flow testing at its Dubhe-1 well in Alaska, where flow back continues and increased oil and gas flow rates are awaited.

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: PeopleCert, Multiversity, House of HR, Virgin Media O2, Mahle, Grunenthal, Nimlas, Stena AB, Tullow Oil, Air Baltic, Stada

Panoro Energy ASA: 1 director

A director at Panoro Energy ASA maiden bought 70,000 shares at 19.014NOK and the significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Profine, Vallourec, Tullow Oil, Polynt, Mehilainen, Altice International, Multiversity, Kantar, Odido, Fedrigoni, Kiloutou, Progroup, Stena AB, Picard, Loewen Play, Biofarma, Grunenthal, Sammontana Italia, Allwyn (formerly Sazka), Pfleiderer, Scan Global Logistics, Forvia (formerly Faurecia)

AUCTUS ON FRIDAY - 28/11/2025

Arrow Exploration (AXL LN/CN)C; Target price of £0.40 per share: Another positive result at Mateguafa Attic – The M-6 vertical well has encountered 30 ft of net oil pay in the Carbonera C9 formation (previously named Guadalupe). This compares favourably with the results of the M-5 well that encountered ~ 26 feet of net oil pay in the same formation. This result provides a strong foundation for the first horizontal well at Mateguafa (M-HZ7), already spudded and expected to come onstream in Decemb...

Soft quarter, but limited changes to LT story

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Guala Closures, CeramTec, Arrow Global, Tele Columbus, Salt, Altice France (SFR), Infopro Digital, Nimlas, Almaviva, Cirsa, CABB, Ardagh, Canpack, Paprec Group, IRCA Group, Tullow Oil, Tereos, Oriflame

AUCTUS ON FRIDAY - 21/11/2025

AUCTUS PUBLICATIONS ________________________________________ Condor Energies (CDR CN)C; Target price of C$5.90 per share: Imminent flow rate results for first horizontal well. LNG facility construction 90% complete. – 3Q25 production averaged 9,978 mboe/d, broadly in line with expectations. In Uzbekistan, drilling of a 1,000‑meter lateral section at the first horizontal well is underway, with numerous mud gas shows recorded. The lateral may be extended, and the well is expected to be brought ons...

Tullow Oil | Trading statement – guidance updates

In its November trading statement, Tullow reiterated 2025 guidance and provides initial guidance for 2026, including production of 34-42kboed, reflecting the previously disclosed production issues at the Jubilee field. This guidance is highly sensitive to the performance of the J73-P production well which is due onstream around year end together with the results of an extensive five well Jubilee drilling programme planned for 2026, which will benefit from the previously completed 4D seismic prog...

Jadestone Energy (JSE LN) - Akatara site visit review

We recently attended a site visit to Jadestone’s 100% owned Akatara gas and condensate field onshore Indonesia. This new facility came onstream in 2024, and when we visited it was in good order and clearly operating well. We were left with a favourable impression of field performance and the team running it, and of the value this asset is likely to continue to add for Jadestone over the coming years.

Panoro Energy ASA (OSE: PEN): More than meets the eyes at EG-23

• 3Q26 production and net debt (end-September) have already been reported. The company has reiterated FY25 capex guidance of ~US$40 mm. • Gross production in Gabon remains on track to return to ~40 mbbl/d in 2026. • 3D seismic campaign across the Niosi, Guduma, and Dussafu licenses has commenced and is expected to run for ~two months. The program could also yield additional insights into undeveloped discoveries at Dussafu. • On EG-23, seismic data is being reprocessed to remap seven existing dis...

Energy Morning - 20 November 2025

Q3: EBITDA USD 19m vs. cons USD 32m

Energy Morning - 19 November 2025