reports
- Stephane Foucaud
Panoro Energy ASA (OSE: PEN): Potential resources addition in EG, redu...
• 1Q25 production of ~12 mbbl/d and net debt at the end of March had been previously disclosed. • The company has reaffirmed its FY25 production guidance of 11–13 mbbl/d but has raised its expected capex for 2025 from US$35 mm to US$40 mm. This increase reflects additional spending to appraise the Bourdon discovery. • Panoro has initiated an audit of 112 mmboe WI 2C resources on Block EG-23, offshore Equatorial Guinea, in 50–100 metres of water depth. Some of these resources, estimated by the M...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- John Olaisen
- Oliver Dunvold
BW Offshore: Successful handover of BW Adolo operations to BW Energy G...
BW Offshore: Successful handover of BW Adolo operations to BW Energy Gabon SA Successful handover of BW Adolo operations to BW Energy Gabon SA BW Offshore Limited (“BW Offshore”) and BW Energy Limited (“BW Energy”) announce that, with effect from 20 May 2025, operations and maintenance (“O&M”) of the FPSO BW Adolo have been handed over to BW Energy’s subsidiary, BW Energy Gabon SA (“BW Energy Gabon”). Under an amended bareboat charter, BW Offshore’s subsidiary retains ownership of the unit and will continue to lease the FPSO to BW Energy Gabon on the same terms as previously agreed withou...
BW Energy: Successful handover of BW Adolo operations to BW Energy Gab...
BW Energy: Successful handover of BW Adolo operations to BW Energy Gabon SA Successful handover of BW Adolo operations to BW Energy Gabon SA BW Offshore Limited (“BW Offshore”) and BW Energy Limited (“BW Energy”) announce that, with effect from 20 May 2025, operations and maintenance (“O&M”) of the FPSO BW Adolo have been handed over to BW Energy’s subsidiary, BW Energy Gabon SA (“BW Energy Gabon”). Under an amended bareboat charter, BW Offshore’s subsidiary retains ownership of the unit and will continue to lease the FPSO to BW Energy Gabon on the same terms as previously agreed without ...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- 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 ...
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TXP TOUCHSTONE EXPLORATION
GENL GENEL ENERGY
MUR MURPHY OIL CORPORATION
PXT PAREX RESOURCES INC.
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
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ZPHR ZEPHYR ENERGY
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BWE BW ENERGY
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- Steffen Evjen
- Stephane Foucaud
Panoro Energy ASA (OSE: PEN): ~12 mbbl/d in 1Q25. Re-iterating FY25 gu...
• 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 are now back online. We project ~3,800 bbl/d WI production in Equatorial Guinea over 2Q-4Q25. • Output in Tunisia has increased compared to 4Q24 (1,467 bbl/d) foll...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
- Steffen Evjen
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
BW Offshore: 2025 Annual General Meeting – Notice
BW Offshore: 2025 Annual General Meeting – Notice 2025 Annual General Meeting – Notice Notice is hereby given that the 2025 Annual General Meeting of BW Offshore Limited will be held at 18 Rebecca Road, Southampton, SN04, Bermuda, on 28 May 2025 at 2:00 p.m. (Bermuda time). Please see the attached documents in relation to the Annual General Meeting: Notice of the 2025 AGMForm of ProxyChairman’s LetterRecommendation from the Nomination Committee For further information, please contact:Ståle Andreassen, CFO, or About BW Offshore:BW Offshore engineers innovative floating produ...
- ABGSC Oil & Oil Services Research
- John Olaisen
- Oliver Dunvold
- ABGSC Oil & Oil Services Research
- John Olaisen
- Oliver Dunvold
BW Energy: First quarter results 2025
BW Energy: First quarter results 2025 BW Energy First quarter results 2025 HIGHLIGHTS Record Q1 EBITDA of USD 182.1 million, net profit of USD 83 million Operational cash-flow of USD 154.7 million in the quarter Q1 gross production of 4.2 mmbbls with 3.2 mmbbls net to BW Energy Highest quarterly production since inception from the Dussafu licence Maintained a strong balance sheet with cash position of USD 286.9 million Substantial oil discovery in the Bourdon prospect Maromba development FID unlocking path to more than doubling production and potential for future...
BW Energy: Makes FID on Maromba field development in Brazil
BW Energy: Makes FID on Maromba field development in Brazil BW Energy makes FID on Maromba field development in Brazil BW Energy is pleased to announce the final investment decision (FID) for the Maromba development offshore Brazil based on a capex-efficient development with an integrated drilling and wellhead platform (WHP) and a refurbished FPSO. The development targets 500 million barrels of oil in place in the highly delineated and tested Maastrichtian sands. First oil is planned by end-2027 with expected plateau production of 60,000 barrels of oil per day. The development will mor...
- Steffen Evjen
Weekly news, topics & discussion
This week, Equinor reported Q1 results in line with expectations. However, we continue to see valuation downside due to Empire Wind risks and a likely sharp YOY drop in 2026e buybacks. OKEA also reported in-line Q1 results. In other news, Equinor announced it agreed to sell its 60% Peregrino stake at a solid price, although we believe the proceeds would have to support near-term shareholder returns to drive a positive share price reaction.
BW Energy: 2025 Annual General Meeting – Notice
BW Energy: 2025 Annual General Meeting – Notice 2025 Annual General Meeting – Notice Notice is hereby given that the 2025 Annual General Meeting (AGM) of the Members of BW Energy Limited will be held at 18 Rebecca Road, Southampton, SN04, Bermuda, on 26 May 2025 at 09:30 a.m. (Bermuda time). Please see the attached documents in relation to the Annual General Meeting: Notice of the 2025 AGM Form of Proxy Chairman’s Letter Recommendation from the Nomination Committee For further information, please contact: Brice Morlot, CFO BW Energy +33.7.81.11.41.16 A...
Panoro Energy ASA: 1 director
A director at Panoro Energy ASA maiden bought 25,000 shares at 23.150NOK and the significance rating of the trade was 70/100. 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...
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