reports
- Dirk Verbiesen
- Quirijn Mulder
Var Energi/Cosy on the Norwegian Continental Shelf/BUY
Active only on the geopolitically safe Norwegian Continental Shelf (NCS), the timing of increased production couldn't be more favourable with the start-up of two large assets in 4Q25. Higher volumes and higher prices is an ideal mix for Var Energi's cash flow and it looks like high prices and volumes will be higher for longer. Var is attractively valued at 1.8x EV/EBITDA26-28F, a 40% discount to peers also active on the Continental Shelf. Based on an unchanged 5% discount to peers and DCF and NA...
- ABGSC Renewable Energy Research
- Daniel Vårdal Haugland
BONHR BONHEUR ASA
ORSTED ORSTED
AFK ARENDALS FOSSEKOMPANI
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
NIBE B NIBE INDUSTRIER AB
TOM TOMRA SYSTEMS ASA
ITECH I-TECH AB
IWS-NO INTEGRATED WIND SOLUTIONS
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stephane Foucaud
AUCTUS ON FRIDAY - 24.04.2026
AUCTUS PUBLICATIONS ________________________________________ Helium Evolution (HEVI CN)C; Target price of C$0.60 per share: 3D Seismic acquisition completed. Drilling to start in 4Q26 - The 170 km² 3D seismic programme over the Mankota/Grasslands area (HEVI WI: 49%) has now been completed. Processing and interpretation are expected in early June and will enable the company to define and rank drilling locations. At least three wells are planned for 4Q26, with new production to be tied into the ex...
GPRK GEOPARK
EGY VAALCO ENERGY INC.
SEY STERLING ENERGY PLC
ENI ENI S.P.A.
PEN PANORO ENERGY ASA
VLE VALEURA ENERGY INC.
SQZ SERICA ENERGY
DNO DNO ASA CLASS A
DELT DELTIC ENERGY
ANGS ANGUS ENERGY
OKEA OKEA
JSE JADESTONE ENERGY
KIST KISTOS PLC
IVZ INVICTUS ENERGY
J4V VAR ENERGI ASA
HEVI HELIUM EVOLUTION
SHELL INC. (HEVI)
TCF ROYAL DUTCH SHELL
PLSR TRILLION ENERGY INTERNATIONAL INC
PULSAR HELIUM INC.
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Oil & Oil Services Research
- Lars Trongaard Brattli
- Martin Mauseth
- ABGSC Renewable Energy Research
- Daniel Vårdal Haugland
- ABGSC Oil & Oil Services Research
- John Olaisen
- ING Helpdesk
Benelux Morning Notes
AkzoNobel: 1Q26 beat and FY guidance maintained. ASM International: 1Q26 results, great start to the year. Basic-Fit: Highlights of Capital Markets Day 2026. BE Semiconductor Industries: 1Q26 Preview - building strength. Cofinimmo: Earnings beat, muted investments; Armonea agreement reached. Corbion: Not so sweet. MICC: Peer Danone 1Q26 results. Randstad: Slight beat on 1Q26, trends improving; 2Q26 guidance at least in line. Recticel: 1Q26 in line, sharp pick-up expected in 2Q. ...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Renewable Energy Research
- Daniel Vårdal Haugland
- ABGSC Oil & Oil Services Research
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
- ABGSC Renewable Energy Research
- Daniel Vårdal Haugland
BONHR BONHEUR ASA
ORSTED ORSTED
AFK ARENDALS FOSSEKOMPANI
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
NIBE B NIBE INDUSTRIER AB
TOM TOMRA SYSTEMS ASA
ITECH I-TECH AB
IWS-NO INTEGRATED WIND SOLUTIONS
- ABGSC Renewable Energy Research
- Daniel Vårdal Haugland
Equinor ASA: Notice of annual general meeting 12 May 2026
Equinor ASA: Notice of annual general meeting 12 May 2026 The annual general meeting of Equinor ASA (OSE: EQNR, NYSE: EQNR) will be held Tuesday 12 May 2026 at 15:00 CEST. The annual general meeting will be held in Equinor Business Center, Forusbeen 50, 4035 Stavanger for those attending in person and via Lumi AGM for those attending digitally. Voting will be carried out electronically via Lumi AGM for all shareholders. It is also possible to vote in advance or give proxy. Please see detailed information in the attached notice of the annual general meeting. Further information is also to ...
Equinor ASA: Innkalling til ordinær generalforsamling 12. mai 2026
Equinor ASA: Innkalling til ordinær generalforsamling 12. mai 2026 Equinor ASAs (OSE: EQNR, NYSE: EQNR) ordinære generalforsamling finner sted tirsdag 12. mai 2026 klokken 15.00 CEST. Generalforsamlingen vil bli avholdt i Equinor Business Center, Forusbeen 50, 4035 Stavanger for de som deltar fysisk og via Lumi AGM for de som deltar digitalt. Avstemning vil foregå elektronisk via Lumi AGM for alle aksjonærer. Det er også mulig å forhåndsstemme eller gi fullmakt før møtet. Ytterligere informasjon er tilgjengelig i vedlagte innkalling til generalforsamling. Se også informasjon på /generalf...
- Bruno Cavalier
- Luis de Toledo Heras
EQNR EQUINOR ASA
WCH WACKER CHEMIE AG
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
TKA TELEKOM AUSTRIA AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
UNIQA INSURANCE GROUP AG
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
ZVTG ZAVAROVALNICA TRIGLAV D.D.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
A1XA4J CARBIOS SA
ENI ENI S.P.A.
VER VERBUND AG CLASS A
01913 PRADA S.P.A.
REP REPSOL SA
POS PORR AG
LNZ LENZING AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
ROS ROSENBAUER INTERNATIONAL AG
VID VIDRALA SA
DOC DO & CO AKTIENGESELLSCHAFT
CAI CA IMMOBILIEN ANLAGEN AG
PAL PALFINGER AG
WIE WIENERBERGER AG
SEM SEMPERIT HOLDING AG
UBS UBM DEVELOPMENT AG
MONC MONCLER SPA
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
ENC ENCE ENERGIA Y CELULOSA SA
STR STRABAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FLU FLUGHAFEN WIEN AG
FACC FACC AG
TRP TERAPLAST
BP. BP P.L.C.
AMAG AMAG AUSTRIA METALL AG
SANT S&T AG
AGR AGRANA BETEILIGUNGS-AG
FQT FREQUENTIS AG WIENER
FAST FASTNED
FPE3 FUCHS PETROLUB SE
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
TTS TRANSPORT TRADE SVCS
AQ AQUILA PART PROD COM
4X0 STEYR MOTORS AG
1AST ASTA ENERGY SOLUTIONS AG
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