reports
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
TGS Awarded 4D Streamer Campaign Offshore Norway
TGS Awarded 4D Streamer Campaign Offshore Norway OSLO, Norway (15 January 2025) – TGS, a leading provider of energy data and intelligence, is pleased to announce award of four 4D streamer contract acquisition projects, three in the North Sea and one in the Barents Sea. The 4D campaign in the North Sea is scheduled to commence in early Q2 with back-to-back scheduling and a total duration of approximately 130 days. The 4D contract in the Barents Sea is scheduled to commence in late May with a total duration of approximately 50 days. Kristian Johansen, CEO of TGS, commented, "We are very p...
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- John Olaisen
- Martin Mauseth
- Stian Wibstad
DNO Receives 13 Awards in Norway's APA Licensing Round
DNO Receives 13 Awards in Norway's APA Licensing Round Oslo, 14 January 2025 – DNO ASA, the Norwegian oil and gas operator, today announced that its wholly-owned subsidiary DNO Norge AS has been awarded participation in 13 exploration licenses, of which four are operatorships, under Norway's Awards in Predefined Areas (APA) 2024 licensing round. Of the 13 new licenses, 10 are in the North Sea and three in the Norwegian Sea. At yearend 2024, DNO held interests in 84 licenses offshore Norway, of which 17 were operated by the Company. The new awards under the APA 2024 licensing round i...
- Steffen Evjen
Equinor ASA: Share buy-back
Equinor ASA: Share buy-back Please see below information about transactions made under the fourth tranche of the 2024 share buy-back programme for Equinor ASA (OSE:EQNR, NYSE:EQNR, CEUX:EQNRO, TQEX:EQNRO). Date on which the fourth tranche of the 2024 programme was announced: 24 October 2024. The duration of the fourth tranche of the 2024 programme: 25 October 2024 to no later than 31 January 2025. Further information on the tranche can be found in the stock market announcement on its commencement dated 24 October 2024, available here: From 6 January until 10 January 2025, Equinor ASA h...
Equinor ASA: Tilbakekjøp av egne aksjer
Equinor ASA: Tilbakekjøp av egne aksjer Nedenfor følger informasjon om transaksjoner foretatt under fjerde transje av Equinor ASAs (OSE:EQNR, NYSE:EQNR, CEUX:EQNRO, TQEX:EQNRO) tilbakekjøpsprogram for 2024. Dato for når fjerde transje av 2024-programmet ble annonsert: 24. oktober 2024. Varigheten til fjerde transje av 2024-programmet: 25. oktober 2024 til senest 31. januar 2025. Ytterligere informasjon om transjen kan finnes i børsmelding om dens oppstart datert 24. oktober 2024, tilgjengelig her: Fra 6. januar til 10. januar 2025, har Equinor ASA kjøpt tilbake totalt 3.000.000 egne ak...
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- Steffen Evjen
Weekly news, topics & discussion
This week, Equinor reported a preliminary internal gas price of USD12.05/mmbtu for Q4, slightly below Bloomberg consensus and 10% below the TTF day-ahead for the quarter. It also announced that the ongoing outage at its Hammerfest LNG facility was being extended by 10 days to 19 January. In other news, BlueNord reported preliminary net production of 28.9kboed for December, and 26.0kboed for Q4, slightly below our estimate of 29.0kboed.
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
EQNR EQUINOR ASA
AKAST AKASTOR ASA
PGS PGS ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
DOFG DOF GROUP ASA
- ABGSC Oil & Oil Services Research
- John Olaisen
- Oliver Dunvold
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Oil & Oil Services Research
- John Olaisen
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Steffen Evjen
TGS (Buy, TP: NOK145.00) - Positive 2025 momentum intact
Q4 vessel utilisation was a tad soft at 66% compared to the guided ~70% as some MultiClient projects slipped into 2025. This also left MultiClient investments of cUSD100m at the low end of the USD100m–125m guidance. We have factored this into our 2024 estimates, reducing EPS by 8%, but believe focus should remain on the positive momentum, with recent contract awards adding visibility to its streamer fleet in H1 2025, likely resulting in strong outcomes YOY for vessel utilisation and FCF. We reit...
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
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