reports
- Martin Huseby Karlsen
E&P spending sensitivity explored
With an oil price at the mid-USD60s/bbl level, focus on the oil major overspending situation, and resulting impact on the outlook for offshore-focused oil services, is set to increase further. While oil companies would likely cut, or even eliminate, buyback programmes first, we expect increased focus on spending reductions and efficiencies, creating a more challenging business environment for oil services. Hence, we see a risk of oil companies taking a more cautious approach, resulting in projec...
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 Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
Subsea7 awarded contract in the US
Subsea7 awarded contract in the US Luxembourg – 4 April 2025 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) announced today the award of a sizeable1 contract by Shell Offshore Inc. for the Sparta deepwater development in the US. The project involves the transportation and installation of a floating production system (FPS) at Garden Banks block 959, which is located off the southeastern coast of Louisiana at water depths of up to 1,635 metres. Project management and engineering activities will begin immediately at Subsea7's office in Houston, Texas, with offshore operations expected to s...
- ABGSC Renewable Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
Notice of Annual General Meeting of Scatec ASA
Notice of Annual General Meeting of Scatec ASA Oslo, 03 April 2025: The Annual General Meeting of Scatec ASA will be held on 24 April 2025 at 10:00 CEST. The meeting will be held as a digital meeting, using the online platform Lumi, and can be accessed using the following link: Please find attached: Notice of Annual General Meeting with attendance/proxyBoard of Directors’ proposed resolutions for the Annual General MeetingRecommendation by the Nomination Committee All related documents, including instructions for how to join the AGM are available on the Scatec website: For further...
- ABGSC Oil & Oil Services Research
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
EQNR EQUINOR ASA
AKAST AKASTOR ASA
KOG KONGSBERG GRUPPEN ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
ARCHERO ARCHER
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
BWO BW OFFSHORE LIMITED
PRS PROSAFE
OKEA OKEA
BWE BW ENERGY
VAR VAR ENERGI ASA
SEAPT-NO SEACREST PETROLEO
DOFG DOF GROUP ASA
Scatec ASA: Mandatory notifications of trade by primary insiders
Scatec ASA: Mandatory notifications of trade by primary insiders Oslo, 2 April 2025: Two board members have today bought shares in Scatec ASA. Mette Krogsrud, board member of Scatec ASA, has on 2 April bought 3,000 shares in Scatec ASA at an average price per share of 77.00. After the transaction Mette Krogsrud owns 6,000 shares in Scatec ASA. Ketal AS, a company controlled by Maria Tallaksen, board member of Scatec ASA, has on 2 April bought 1,300 shares in Scatec ASA at an average price per share of NOK 77.54. After the transaction Ketal AS owns 1,300 shares in Scatec ASA. Attached is ...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Njål Kleiven
- Oliver Dunvold
- Stian Wibstad
Correction: Scatec publishes Annual Integrated Report 2024
Correction: Scatec publishes Annual Integrated Report 2024 Correction: The name of the ESEF file has been changed to align with the file name in the auditors report. Oslo, 01 April 2025: The Board of Directors of Scatec ASA has approved the annual accounts for 2024, and the 2024 Annual Integrated Report has been published today. “2024 has been a year of significant positive development for Scatec. We have delivered good financial performance across all segments, built an attractive growth portfolio for the next few years, continued to optimize our portfolio and deleveraged on corporate le...
Scatec publishes Annual Integrated Report 2024
Scatec publishes Annual Integrated Report 2024 Oslo, 01 April 2025: The Board of Directors of Scatec ASA has approved the annual accounts for 2024, and the 2024 Annual Integrated Report has been published today. “2024 has been a year of significant positive development for Scatec. We have delivered good financial performance across all segments, built an attractive growth portfolio for the next few years, continued to optimize our portfolio and deleveraged on corporate level. Renewables have become more competitive during the year, improving the market potential for Scatec going forward,”...
Subsea7 awarded contract offshore Norway
Subsea7 awarded contract offshore Norway Luxembourg – 31 March 2025 - Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) today announced the award of a sizeable1 contract by Equinor as technical service provider (TSP) for the Northern Lights Phase 2 project, offshore Norway. Subsea7’s scope includes engineering, procurement, construction and installation of a five kilometre CO2 pipeline, as well as installation of integrated satellite structures, umbilicals, tie-in and pre-commissioning activities. Project management and engineering will commence immediately at Subsea7’s office in Stavanger, No...
Subsea 7 S.A. announces proposed nominations to the Company’s Board of...
Subsea 7 S.A. announces proposed nominations to the Company’s Board of Directors Luxembourg – 25 March 2025 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) today announced that at the AGM on 8 May 2025, the Board of Directors will ask shareholders to approve the following nominations to the Board of Directors: The election as Independent Director of Ms Lucia de Andrade The re-election as Independent Directors of Mr Eldar Sætre and Ms Elisabeth Proust van Heeswijk The re-election as Directors of Ms Louisa Siem and Treveri S.à r.l., a Luxembourg company, with Mr Kristian Siem, its 100% owner, ...
Subsea 7 S.A. Notice of Annual General Meeting and Extraordinary Gener...
Subsea 7 S.A. Notice of Annual General Meeting and Extraordinary General Meeting Luxembourg – 25 March 2025 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) today published and distributed to eligible holders of Common Shares and American Depositary Receipts the Notice of Meeting and supporting materials for the Annual General Meeting of Shareholders (the AGM) and the Extraordinary General Meeting of Shareholders (the EGM). The AGM is scheduled to take place at 15:00 (local time) on 8 May 2025 at the Company's registered office, 412F, route d'Esch, L-1471 Luxembourg and the EGM will take pla...
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Tomra Systems: Regulatory tailwinds, strategic discipline - Upgrade to...
Given Tomra’s stronger fundamentals, regulatory momentum, and disciplined execution, we have updated our estimates to reflect strengthened growth outlook. This leads us to upgrade our rating from NEUTRAL to BUY. Our updated DCF model (9.0% WACC, 2% LTG), points to a PT of NOK200 (vs. old-PT at NOK1
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Stian Wibstad
Subsea 7 S.A. - 1Q25 earnings call notification
Subsea 7 S.A. - 1Q25 earnings call notification Luxembourg –24 March 2025 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) will publish its first quarter 2025 results for the period ended 31 March 2025 on Wednesday 30 April 2025 at 08:00 CET. A conference call and simultaneous webcast for the investment community will be held on Wednesday 30 April 2025 at 12:00 UK / 13:00 CET. From 08:00 CET the results announcement and the presentation to be reviewed during the conference call and webcast will be available on the Subsea7 website: Conference call registration:Phone: -conf.media-server.com/...
Scatec signs 25-year PPA in Tunisia for a 120 MW solar plant
Scatec signs 25-year PPA in Tunisia for a 120 MW solar plant Oslo, 24 March 2025: Scatec ASA, a leading renewable energy solutions provider has signed a 25-year Power Purchase Agreement (PPA) with Tunisian state utility Société Tunisienne de l'Electricité et du Gaz (STEG) for another 120 MW solar power plant (Sidi Bouzid II) in Tunisia. The PPA was awarded in December 2024 through a government tender to support Tunisia’s ambitious renewable energy targets and to enhance the country's energy security. Scatec has further signed a Joint Development Agreement, with Aeolus SAS (Aeolus), part ...
Subsea7 Annual Report 2024
Subsea7 Annual Report 2024 Luxembourg – 21 March 2025 - Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) announced today the publication of the Annual Report containing the Consolidated Financial Statements for the Subsea7 Group and the Financial Statements of Subsea 7 S.A., the Parent Company, for the year ended 31 December 2024. The Annual Report – in PDF and European Single Electronic Format (ESEF) - is attached to this press release and also available on the Group’s website, subsea7.com. *******************************************************************************Subsea7 is a global lea...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Njål Kleiven
- Stian Wibstad
- Martin Huseby Karlsen
In a mid-cycle plateau
Following recent updates from E&P companies, we have reduced our 2025 offshore spending estimate to 0.5% (from c3% earlier this year). This is driven by a combination of actual 2024 spending being higher than expected (8% versus 4% previously), creating tougher comparables and a reduction in spending plans from Pemex in 2025. Despite growth flattening out, we still see the cycle building in duration, with execution of deepwater developments remaining on the agenda, albeit with a delayed executio...
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.
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