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John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Q1 beat vs. consensus

Q1 above consensus Could see positive revisions to cons after Q1 Conference call today at 10:00CET

05/11/21 May 11, 2021 5 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Continues to deliver

Another quarter with good production We are ~26% above cons on Q1 revenues Discounts oil at ~USD 50/bbl

04/26/21 April 26, 2021 10 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Thameen-1 results are due in February

Thameen-1 results right around the corner Good RRR is key long term Discounts oil at USD 47/bbl

02/09/21 February 9, 2021 12 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Another year with good reserve replacement

Q4 numbers much in line with expectations Another year with RRR > 100% Proposed DPS of SEK 4 implies 6.9% dividend yield

02/09/21 February 9, 2021 5 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Q4 set to be a good quarter

Estimates up on strong Q4 production, ’21e oil price Exploration well currently drilling Discounts oil price of USD 50/bbl

01/21/21 January 21, 2021 10 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Interesting exploration only one month away

Good Q3 numbers, positive estimate revisions Interesting exploration one month away USD 39/bbl discounted

11/03/20 November 3, 2020 11 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Q3 EBITDA beat on price and cost

Q3 EBITDA of USD 9.5m, beat vs. cons at USD 6.5m Soft FCF due to USD 12.3m WC binding Presentation at 10:00CET

11/03/20 November 3, 2020 6 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Producing above quota

Q3 production of 10.7k boe/d, ~15% above quota Exploration well right around the corner Discounts oil at USD 42/bbl

10/14/20 October 14, 2020 12 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Thameen prospect targeted for H2’20

Limited estimate revisions after Q2 Exploration on top of the agenda An oil price of USD ~44/discounted

08/11/20 August 11, 2020 11 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Q2 in line with expectations

Q2 in line with expectations No new financial guidance, exploration in focus Conference call at 10:00CET

08/11/20 August 11, 2020 5 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Estimates up on higher oil price assumptions

Higher oil price estimates for ’20-‘21 Room for more OPEC+ production in ’21? USD 42/bbl appears to be discounted oil price for Tethys

06/23/20 June 23, 2020 10 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Investment case unchanged after Q1

Q1 in line, no material revisions Progressing on organic opportunities SEK 23/sh of net cash, USD ~40/bbl discounted

05/05/20 May 5, 2020 12 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Q1 was in line with expectations

Q1 numbers spot on SEK 23/sh in net cash Conf. call at 10:00CET

05/05/20 May 5, 2020 6 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Production limited by OPEC+ cuts

20% production cut in ’20e on OPEC+ limitations Financial guidance suspended USD 35/bbl appears discounted

04/27/20 April 27, 2020 10 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Reduces cash outflow amid low oil prices

Reiterate production guidance New capex guidance of USD 50-64m (64-71) Lowers DPS’20 to SEK 5 (8)

04/07/20 April 7, 2020 5 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Cash balance comes in handy

Massive estimate revisions on oil price Robust balance sheet, but EO dividend at risk Could open a window for opportunistic M&A

03/25/20 March 25, 2020 10 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - 116% RRR lifts our NAV by SEK 3/sh

NAV up SEK 3/sh on higher reserves base More front-end loaded capex & production 11% dividend yield for ’20e

02/14/20 February 14, 2020 12 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Another year of positive RRR

Q4 numbers marginally softer Positive RRR and aggressive ’20 guidance Total DPS of SEK 8 = 11% dividend yield

02/11/20 February 11, 2020 6 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - Cost pool consumed quicker than expected

Company reports all historical costs have been recovered 48% WI in Q4’19 vs. previous level of 52% NAV from SEK 100/sh to SEK 91/sh

02/06/20 February 6, 2020 10 EN
John Olaisen ... (+2)
  • John Olaisen
  • Karl Fredrik Schjøtt-Pedersen
TETY TETHYS OIL AB

Tethys Oil - 13% y-o-y production growth

13% y-o-y production growth ‘20e ABGSCe capex at ~50m, production 12-13kboe/d MtM NAV of SEK 93, of which SEK 34/sh cash

01/27/20 January 27, 2020 11 EN
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