reports
- Steffen Evjen
Mixed risk for dividend cuts
Following the recent sharp oil price drop to ~USD70/bbl, we see increased investor concerns about the robustness of shareholder distributions. Historically, disappointments related to dividends and/or buybacks have triggered meaningful negative share-price reactions. For our large-cap NCS coverage, we believe oil prices would have to move below USD60/bbl for any negative surprises to unfold for Aker BP and Equinor, as both have strong balance sheets, enabling dividend flexibility. On the other h...
Ventes long terme de GNL en Turquie : TotalEnergies fournira 1,1 milli...
PARIS--(BUSINESS WIRE)-- Regulatory News: Conformément à sa stratégie de croissance de ses ventes long terme de gaz naturel liquéfié (GNL), TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) annonce la signature d’un accord de vente (HoA) avec BOTAŞ, pour la livraison de 1,1 million de tonnes de GNL par an pendant 10 ans à partir de 2027. Cet accord permet à TotalEnergies de renforcer durablement sa présence sur le marché du GNL en Turquie. Le gaz naturel est une véritable énergie de transition qui pallie l’intermittence des énergies renouvelables et contribue à réduire les émissions lorsqu’il r...
- Steffen Evjen
TotalEnergies : Déclaration des Transactions sur Actions Propres
PARIS--(BUSINESS WIRE)-- Regulatory News: Dans le cadre des autorisations consenties par l’Assemblée générale du 24 mai 2024 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d'actions, TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE) (LEI : 529900S21EQ1BO4ESM68) déclare ci-après les achats d’actions propres (FR0000120271) réalisés du 9 septembre au 13 septembre 2024 : Jour de la transaction Volume total journalier (en nombre de titres) Prix pondéré moyen journalier d'acquisition (en EUR/action) Montant des transactions (EUR) Code identifiant...
- Stephane Foucaud
Chariot Limited (AIM: CHAR): Anchois-3 disappoints. All eyes on South ...
• The North Flank prospect at Anchois-3 is water wet (ReNAV: £0.03/sh), This has a negative impact on Anchois South (ReNAV: £0.07/sh). • The B sands that were the main appraisal targets were thinner than expected and the deeper C & M sands were water wet, however these were drilled down-dip from the Anchois-2 well where the sands were found gas-bearing. The B sands will not be tested and the main hole will be plugged an abandoned. This has a negative impact on the size of the contingent resource...
- Steffen Evjen
Weekly news, topics & discussion
This week, we published an update on DNO, seeing significant value potential from its Norwegian portfolio. As one of the most successful NCS exploration companies in recent years, the company has discovered net resources of ~135mmboe. In other news, we upgraded Aker BP to BUY (HOLD), viewing its recent underperformance as an attractive entry point. Also, a gas market update with Equinor left us slightly more bullish with regards to the near- and long-term gas market outlook.
Parex Resources Inc: 1 director
A director at Parex Resources Inc bought 7,200 shares at 13.075CAD and the significance rating of the trade was 58/100. 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 years cl...
- Ana Arjona-Martinez
- Chaima Ferrandon
- Sven Edelfelt
- Ana Arjona-Martinez
- Chaima Ferrandon
- Sven Edelfelt
- Ana Arjona-Martinez
- Chaima Ferrandon
- Sven Edelfelt
- Ana Arjona-Martinez
- Chaima Ferrandon
- Sven Edelfelt
- Stephane Foucaud
AUCTUS ON FRIDAY -136/09/2024
AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LN)C; Target price £0.40 per share: Anchois-3 encounters gas in the appraisal targets but one of the exploration target is dry – The Anchois-3 well has 3 objectives. While the initial pilot hole encountered the targeted reservoirs at the Anchois Footwall prospect, they were interpreted as water wet. Our ReNAV for this prospect was £0.03/sh. The well was sidetracked in the B sands which are the main appraisal targets. Prel...
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : IEA report: a surplus in 2025 that is acting as a drag on price...
>Growth in demand slowing due to China - The IEA has just published its monthly report in which it has revised further down its demand growth estimates by 70kb/d to +900 kb/d for 2024 and by 30 kb/d to +950 kb/d for 2025. This level compares with +1.2 Mb/d pre-Covid and a record of +2.1 Mb/d in 2023, an exceptional year marked by a catch-up effect. This decline is mainly due to the slowdown in China, which contributes to the tune of ~60% to growth in global demand....
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : Rapport AIE : un surplus en 2025 qui pèse sur les cours. Scénar...
>La croissance de la demande ralentit à cause de la Chine - L’AIE vient de publier son rapport mensuel et révise une nouvelle fois en baisse ses estimations de croissance de la demande de 70 kb/j à +900 kb/j pour 2024 et de 30 kb/j à +950 kb/j pour 2025. Ce niveau se compare à +1.2 Mb/j avant le COVID et un record de +2.1 Mb/j en 2023, une année exceptionnelle marquée par un effet rattrapage. Cette baisse s’explique pour l’essentiel par le ralentissement en Chine, ...
Décarbonation : TotalEnergies s’engage dans le premier fonds japonais ...
PARIS--(BUSINESS WIRE)-- Regulatory News: TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) annonce son entrée comme investisseur dans le « Japan Hydrogen Fund » dès le premier closing, rejoignant ainsi plusieurs de grandes entreprises japonaises dans ce fonds dédié au développement de la chaîne de valeur de l’hydrogène bas carbone. Pour son lancement, le fonds est dans un premier temps doté de plus de 400 millions de dollars grâce à la participation d’investisseurs japonais de premier plan : Toyota Motor Corporation, Iwatani Corporation, Sumitomo Mitsui Banking Corporation, MUFG Bank, Tokyo Ce...
Hybridan Small Cap Feast - 11September 2024
11th September 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: None Delistings: Bivictrix Therapeutics (BVX.L) has delisted from AIM What’s baking in the oven? Our daily digest of news from UK Small Caps If you would like to unsubscribe, please email with “unsubscribe me”. Hybridan Chefs Banquet Buffet***...
- Stephane Foucaud
Chariot Limited (AIM: CHAR): Anchois-3 encounters gas in the appraisal...
• The Anchois-3 well has 3 objectives. While the initial pilot hole encountered the targeted reservoirs at the Anchois Footwall prospect, they were interpreted as water wet. Our ReNAV for this prospect was £0.03/sh. • The well was sidetracked in the B sands which are the main appraisal targets. Preliminary interpretation indicates the presence of gas in these sands. Our unrisked NAV for the 2C resources is £0.27/sh. We carry 75% probability of development. • Drilling is ongoing towards the deepe...
- Steffen Evjen
TotalEnergies : Déclaration des Transactions sur Actions Propres
PARIS--(BUSINESS WIRE)-- Regulatory News: Dans le cadre des autorisations consenties par l’Assemblée générale du 24 mai 2024 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d'actions, TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE) (LEI : 529900S21EQ1BO4ESM68) déclare ci-après les achats d’actions propres (FR0000120271) réalisés du 2 septembre au 6 septembre 2024 : Jour de la transaction Volume total journalier (en nombre de titres) Prix pondéré moyen journalier d'acquisition (en EUR/action) Montant des transactions (EUR) Code identifiant ...
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