reports
- Martin Huseby Karlsen
- Martin Huseby Karlsen
Petrobras FPSO delays may hit service volumes but lengthen cycle
Being the largest global consumer of deepwater oil services, Petrobras’ strategic plans tend to get investor attention. On the positive side, its latest 5-year plan sees 5% higher E&P spending than the previous one, and has a more stable phasing between the years, which is supportive for the cycle duration. However, several FPSOs are facing significant delays, which is on the downside for oil services, leading to delays for deepwater oilfield services (primarily drilling and subsea), likely resu...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
DO DIAMOND OFFSHORE DRILLING INC.
RIGN TRANSOCEAN LTD.
BWO BW OFFSHORE LIMITED
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
- ABGSC Capital Goods Research
- Peter Sehested
- Tomi Railo
- ABGSC Capital Goods Research
- Peter Sehested
FLSmidth & Co A/S financial calendar for 2025
FLSmidth & Co A/S financial calendar for 2025 COMPANY ANNOUNCEMENT NO. 12-2024 12 November 2024, Copenhagen, Denmark For the year 2025, FLSmidth has planned the following dates for the release of financial reports and the annual general meeting: 20 February 2025: 2024 Annual Report2 April 2025: Annual General Meeting14 May 2025: Q1 2025 Interim Financial Report20 August 2025: H1 2025 Interim Financial Report12 November 2025: Q3 2025 Interim Financial Report Contacts:Investors RelationsAndreas Holkjær, , Jannick Denholt, , MediaJannick Denholt, , About FLSmidth FLSmidth...
FLSmidth & Co. Group Interim Report for Q3 2024: Continued increases i...
FLSmidth & Co. Group Interim Report for Q3 2024: Continued increases in profitability reflect structural business improvements from ongoing transformation activities COMPANY ANNOUNCEMENT NO. 11-2024 12 November 2024, Copenhagen, Denmark Highlights in Q3 2024 Continued stable Mining Service market and a relatively softer Mining Products marketMining order intake decreased by 14% compared to Q3 2023, mainly due to lower Products order intakeGood execution of Products orders within Pumps, Cyclones & Valves (PCV) partly offsets 2% decline in Mining revenueMining Adjusted EBITA mar...
FLSmidth announces changes to Group Executive Management
FLSmidth announces changes to Group Executive Management PRESS RELEASE 11 November 2024, Copenhagen, Denmark FLSmidth announces that Chris Reinbold, President, Mining Products Business Line, is stepping down from his role and will be leaving FLSmidth at the end of November 2024. As FLSmidth continues to transform and position itself for growth, the company has initiated the process of identifying Chris’ replacement and expects the process to be concluded in the near future. "Since the launch of our CORE’26 mining strategy, Chris has played an instrumental role in de-risking and...
- ABGSC Capital Goods Research
- Peter Sehested
- Martin Huseby Karlsen
- ABGSC Healthcare Research
- Alexander Krämer
Ultimovacs ASA Reports Third Quarter 2024 Financial Results and Provid...
Ultimovacs ASA Reports Third Quarter 2024 Financial Results and Provides General Business Update Oslo, November 6, 2024: Ultimovacs ASA ("Ultimovacs") (OSE ULTI), a clinical-stage biotechnology company developing novel immunotherapies against cancer, announces its third quarter 2024 results today. Conference call and webcast scheduled for November 6, 2024, at 14:00 (CET). Link to webcast . Third Quarter 2024 Business Update Highlights Ultimovacs implemented cash preservation initiatives during the second quarter of 2024. During the third quarter of 2024, additional cash preservation op...
- Martin Huseby Karlsen
Ultimovacs ASA: Invitation to third quarter 2024 results webcast prese...
Ultimovacs ASA: Invitation to third quarter 2024 results webcast presentation Oslo, October 31, 2024: Ultimovacs ASA (“Ultimovacs”) (OSE ULTI), a clinical-stage biotechnology company developing immunotherapeutic cancer vaccines, invites to a webcast presentation of its third quarter 2024 results, on Wednesday, November 6, 2024. The presentation can be followed as a live webcast accessed through a link on at 14:00 CET on Wednesday, November 6, 2024. The webcast presentation will be available on the Ultimovacs website, and it will be possible to post questions during the presentation throug...
FLSmidth signs strategic cooperation agreement with Enter Engineering ...
FLSmidth signs strategic cooperation agreement with Enter Engineering for the delivery of core mineral processing equipment for a new copper concentrator production line at Almalyk MMC in Uzbekistan PRESS RELEASE 28 October 2024, Copenhagen, Denmark Building upon a long-standing relationship, FLSmidth and Enter Engineering have signed a strategic cooperation agreement for the delivery of the core mineral processing equipment for the MOF-4 copper-gold-molybdenum concentrator, which is being constructed in Almalyk, in the Tashkent region of Uzbekistan. Once completed, the plant is exp...
- Martin Huseby Karlsen
Ultimovacs Announces Publication of Phase II FOCUS Trial Results on me...
Ultimovacs Announces Publication of Phase II FOCUS Trial Results on medRxiv Oslo, October 25, 2024: (“Ultimovacs”) (OSE ULTI), a clinical-stage biotechnology company developing immunotherapeutic cancer vaccines, today announced that the results from Phase II FOCUS trial () have been on the preprint platform medRxiv. As previously , topline data readout demonstrated that adding UV1 to the standard of care pembrolizumab did not lead to clinical benefits in progression free survival or overall survival in the late-stage head and neck squamous cell carcinoma (HNSCC) patients recruited in th...
- Martin Huseby Karlsen
Pemex effect looks to be limited for now
Following uncertainty yesterday related to Pemex’s 2024 budget cuts and potential reduction in rig count, we understand that the initial effect looks to be limited to a handful of rigs (potentially four) for a short period only. Affected rigs look to be locally owned units, which suggest that international contractors (Borr Drilling and Paratus Energy) are not affected. Hence, we now see a scenario with less-direct effect for international contractors than feared by the capital market yesterday....
- Johannes Grunselius
Boliden (Buy, TP: SEK480.00) - Earnings growth is on
Due to favourable operations and unusually high gold production, underlying Q3 earnings were above our expectations. Mainly due to the Q3 earnings beat, we have increased our underlying EBITDA by c6%, while we maintain our 2025–2026e EBITDA which is considerably above consensus. We continue to like the favourable exposure to copper and gold and the earnings growth from self-help. We reiterate our BUY, and have raised our target price to SEK480 (470).
- Martin Huseby Karlsen
Jackup uncertainty building
With reports of Pemex budget cuts and potential rig suspensions, additional uncertainty is added to the jackup market. The overhang from two rounds of Saudi Aramco suspensions (totalling 28 rigs, c6% of global supply) have been slow to absorb, and are likely to persist through 2025. With looming risk of even more Aramco suspensions, and rigs possibly being released in Mexico, we see a continued high competitive environment on new tenders. Dayrates for most premium jobs are cUSD120k–130k (a tad b...
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