reports
- Felix Fischer
- Haidje Rustau
- Peter Low
- Si Yong Ng
- Trung Nguyen
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Energy Research
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- Stephane Foucaud
AUCTUS ON FRIDAY - 09/05/2025
AUCTUS PUBLICATIONS ________________________________________ Panoro Energy (PEN NO)C; Target price of NOK49 per share: ~12 mbbl/d in 1Q25. Re-iterating FY25 guidance – 1Q25 production was ~12 mbbl/d, including 6,841 bbl/d in Gabon, 3,661 bbl/d in Equatorial Guinea and 1,492 bbl/d in Tunisia. Production in Gabon and Equatorial Guinea was previously reported by BW Energy and Kosmos Energy. Equatorial Guinea output was temporarily impacted by unplanned downtime at the Ceiba Cluster, but operations ...
EQNR EQUINOR ASA
GPRK GEOPARK
MSMN MOSMAN OIL AND GAS
CNE CAIRN ENERGY PLC
TXP TOUCHSTONE EXPLORATION
GENL GENEL ENERGY
MUR MURPHY OIL CORPORATION
PXT PAREX RESOURCES INC.
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
SQZ SERICA ENERGY
ZPHR ZEPHYR ENERGY
KOS KOSMOS ENERGY LTD.
BWE BW ENERGY
HBR HARBOUR ENERGY PLC
IGAS IGAS ENERGY PLC
TNZ TENAZ ENERGY CORP
- ABGSC Oil & Oil Services Research
- John Olaisen
TGS Quarterly Dividend
TGS Quarterly Dividend OSLO, NORWAY (9 May 2025) – Following the authorization from the Annual General Meeting on 8 May 2025, the Board of TGS ASA has resolved to distribute a quarterly dividend of the NOK equivalent of USD 0.155 per share (NOK 1.59 per share) in Q2 2025. Key information relating to the cash dividend: Dividend amount and declared currency: USD 0.155 per share (equivalent to NOK 1.59 per share)Last trading day including right: 15 May 2025 Ex-date: 16 May 2025Record date: 19 May 2025Payment date: 2 June 2025 Date of approval: 8 May 2025 About TGS TGS provides...
TGS announces Q1 2025 results
TGS announces Q1 2025 results OSLO, Norway (9 May 2025) - TGS today reports interim financial results for Q1 2025. Financial highlights: Strong multi-client performance driven by high interest for data in frontier areasMulti-client investment of USD 130 million supported by solid pre-commitments from clientsSignificant year-over-year improvement in asset utilization secured solid contract revenuesOrder inflow of USD 302 million during Q1 2025 – total order backlog of USD 600 millionStrong cash flow reducing net debt to USD 453 million from USD 500 million at the end of 2024Solid balance ...
TGS ASA - 2025 Annual General Meeting Held
TGS ASA - 2025 Annual General Meeting Held OSLO, NORWAY (8 May 2025) - The Annual General Meeting of TGS ASA was held on 8 May 2025. All resolutions proposed were approved by the shareholders. The minutes from the Annual General Meeting are available on For more information, visit TGS.com (), email , or contact: Bård Stenberg VP IR & CommunicationTel: E-mail: About TGSTGS provides advanced data and intelligence to companies active in the energy sector. With leading-edge technology and solutions spanning the entire energy value chain, TGS offers a comprehensive range of insights to ...
- Martin Marandon-Carlhian
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
LR LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
G1A GEA GROUP AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
ADEN ADECCO GROUP AG
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ELE ENDESA S.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
POST OSTERREICHISCHE POST AG
PRY PRYSMIAN S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
KBX KNORR-BREMSE AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
CTPNV CTP NV
ARM ARM HOLDINGS PLC
QGEN QIAGEN N.V.
- Martin Marandon-Carlhian
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
LR LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
G1A GEA GROUP AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
ADEN ADECCO GROUP AG
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ELE ENDESA S.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
KBX KNORR-BREMSE AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
CTPNV CTP NV
ARM ARM HOLDINGS PLC
QGEN QIAGEN N.V.
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- Ahmed Ben Salem
- Thijs Berkelder
- Ahmed Ben Salem
- Thijs Berkelder
TGS VESTING UNDER THE 2022 LONG-TERM INCENTIVE PLAN
TGS VESTING UNDER THE 2022 LONG-TERM INCENTIVE PLAN Oslo, Norway (08 May 2025) – TGS granted the third tranche of Performance Stock Units (PSUs) under the Magseis 2022 Long-term Incentive Plan previously adopted and authorized by the Board of Directors of TGS ASA in 2023. In accordance with the terms of this Plan, the third tranche of PSUs vested on 1 April 2025, resulting in a total of 51 PSU holders having the right to request the issuance of TGS shares. The company previously determined that the final payout on the PSUs is 58.3% based on achievement of performance metrics set forth i...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Trivium, TGS ASA, Intrum, Axactor, Virgin Media O2, Telecom Italia, Lottomatica (formerly Gamenet), Huhtamaki, Techem, Victoria, Teva, Encore Capital (formerly Cabot), Air Baltic
- Steffen Evjen
Aker BP (Buy, TP: NOK280.00) - Well-supported dividends
Q1 results were in line with expectations. While near-term FCF could alarm investors, we believe dividends remain well-supported by the strong balance sheet. From 2027–2028e, FCF is set to rise meaningfully as production ramps up, with our estimates indicating an oil price of ~USD60/bbl would be sufficient to cover the dividend. We reiterate our BUY and NOK280 target price.
- ABGSC Oil & Oil Services Research
- John Olaisen
- Steffen Evjen
Varying dividend sustainability
With oil prices approaching USD60/bbl, we believe investors will be looking for E&P exposure with the least risk of cuts to shareholder distributions. We continue to prefer Aker BP, as we consider its dividend safe despite prospects of muted near-term cash flow, and believe it has the most flexibility to adjust capex to protect cash flow and dividends medium-term.
- Konrad Zomer
V1S ARKEMA
CON CONTINENTAL AKTIENGESELLSCHAFT
AKRBP AKER BP ASA
FME FRESENIUS MEDICAL CARE AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
UBSN UBS GROUP AG
KOMB KOMERCNI BANKA A.S.
WKL WOLTERS KLUWER NV
VNA VONOVIA SE
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
WPP WPP PLC
BA. BAE SYSTEMS PLC
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SHL SIEMENS HEALTHINEERS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
VWS VESTAS WIND SYSTEMS
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
HAVAS HAVAS N.V
- Konrad Zomer
V1S ARKEMA
CON CONTINENTAL AKTIENGESELLSCHAFT
AKRBP AKER BP ASA
FME FRESENIUS MEDICAL CARE AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
UBSN UBS GROUP AG
KOMB KOMERCNI BANKA A.S.
WKL WOLTERS KLUWER NV
VNA VONOVIA SE
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
WPP WPP PLC
BA. BAE SYSTEMS PLC
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SHL SIEMENS HEALTHINEERS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
VWS VESTAS WIND SYSTEMS
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
HAVAS HAVAS N.V
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