reports
- Stephane Foucaud
AUCTUS ON FRIDAY - 17/05/2024
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C; target price of £0.50 per share: Spudding high impact well – Drilling operations have started at the Carrizales Norte B Pad Horizontal Well 1. This is the first horizontal well drilled in the Ubaque on Tapir. Three more horizontal wells will be drilled on the pad. Delivering good flow rates at these wells will be very important for future production growth. Arrow held US$12.4 mm in cash at the beginning ...
TLW TULLOW OIL PLC
GPRK GEOPARK
TXP TOUCHSTONE EXPLORATION
AOI. AFRICA OIL
CASP CASPIAN SUNRISE
CHAR CHARIOT OIL & GAS
MAHA A MAHA ENERGY
GKP GULF KEYSTONE PETROLEUM LTD.
ZPHR ZEPHYR ENERGY
SENX SERINUS ENERGY
TAO TAG OIL LTD
AXL. ARROW EXPLORATION LTD
HBR HARBOUR ENERGY PLC
KIST KISTOS PLC
PLSR CN PULSAR HELIUM INC.
TotalEnergies SE : Informations relatives au nombre total de droits de...
PARIS--(BUSINESS WIRE)-- Regulatory News: TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE): Date Nombre d'actions composant le capital Nombre de droits de vote exerçables en Assemblée Générale 30 avril 2024 2 386 846 474 2 313 549 003 Le nombre total des droits de vote s'élève à 2 313 549 003, après déduction des 73 297 471 actions autodétenues. Consultez la version source sur businesswire.com :
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2024
We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 05/16/2024
We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...
FP TOTAL SE
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
GYC GRAND CITY PROPERTIES SA
GLJ GRENKE AG
DEC JCDECAUX SA
BLC BASTIDE LE CONFORT MEDICAL SA
JCQ JACQUET METALS SA
ENI ENI S.P.A.
REP REPSOL SA
VASTN VASTNED RETAIL NV
ERG ERG S.P.A.
CPINV CARE PROPERTY INVEST SA
DIC DIC ASSET AG
FNTN FREENET AG
DUFN DUFRY AG
BP. BP P.L.C.
MDM MAISONS DU MONDE SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VK VALLOUREC SA
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Ahmed Ben Salem
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2024
Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...
UBI UBISOFT ENTERTAINMENT SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
GBF BILFINGER SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
CPG COMPASS GROUP PLC
BRBY BURBERRY GROUP PLC
RF EURAZEO SA
VOE VOESTALPINE AG
EOAN E.ON SE
ENI ENI S.P.A.
RWE RWE AG
EZJ EASYJET PLC
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
AGN AEGON N.V.
SYENS SYENSQO
- Jerôme Bodin
- Thomas Zlowodzki
ODDO BHF Small & MIDCAP MORNING NEWS - 16/05/2024
Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...
FP TOTAL SE
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
GYC GRAND CITY PROPERTIES SA
GLJ GRENKE AG
DEC JCDECAUX SA
BLC BASTIDE LE CONFORT MEDICAL SA
JCQ JACQUET METALS SA
ENI ENI S.P.A.
REP REPSOL SA
VASTN VASTNED RETAIL NV
ERG ERG S.P.A.
CPINV CARE PROPERTY INVEST SA
DIC DIC ASSET AG
FNTN FREENET AG
DUFN DUFRY AG
RUI RUBIS SCA
BP. BP P.L.C.
MDM MAISONS DU MONDE SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VK VALLOUREC SA
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : IEA report: market still in deficit despite a downward revision...
>IEA adjusts down its demand growth forecasts by 140kb/d to 1.1mb/d - The IEA has just published its monthly report in which it has revised down its demand growth estimates for 2024 by 140kb/d from +1.2mb/d to +1.1mb/d. This revision takes account of the weak demand in Q1 (400kb/d below forecasts) in OECD countries and notably in Europe where it contracted by 70kb/d. For 2025, the IEA is leaving its growth estimates unchanged at +1.2mb/d (to 104.3mb/d) with the assu...
- Ahmed Ben Salem
- Thijs Berkelder
ODDO : Rapport AIE : un marché toujours déficitaire malgré une demande...
>L’AIE révise en baisse sa croissance de la demande de 140 kb/j à 1.1Mb/j - L’AIE vient de publier son rapport mensuel dans lequel elle abaisse ses estimations de croissance de la demande pour 2024 de 140 kb/j passant ainsi de +1.2 Mb/j à +1.1 Mb/j. Cette révision tient compte d’une demande qui était faible au T1 (400 kb/j en dessous des attentes) dans les pays de l’OCDE et notamment en Europe où elle s’est contractée de 70 kb/j. Pour 2025, l’AIE a maintenu inchangé...
- Stephane Foucaud
Panoro Energy ASA (OSE: PEN): Discovery in Gabon. Reiterating producti...
• The Hibiscus South exploration well on the Dussafu permit has encountered 25 m of pay in an overall hydrocarbon column of 35 m in the Gamba formation. • This discovery could add ~5-6 mmbbl gross recoverable reserves (~1 mmbbl net to Panoro). • The Hibiscus South structure is a separate accumulation with a deeper oil-water contact than the nearby Hibiscus Field. • Importantly, a production well could now be drilled at Hibiscus South and tied to the MaBoMo facility, which would boost the overal...
Equinor ASA: Ex. dividend fourth quarter 2023 today
Equinor ASA: Ex. dividend fourth quarter 2023 today The shares in Equinor ASA (OSE: EQNR; NYSE: EQNR) will as from today be traded exclusive the fourth quarter 2023 cash dividend as detailed below. Ex. date: 15 May 2024 Ordinary cash dividend amount: 0.35 Extraordinary cash dividend amount: 0.35 Announced currency: USD This information is published in accordance with the requirements of the Continuing Obligations and is subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act
Equinor ASA: Eks utbytte fjerde kvartal 2023 i dag
Equinor ASA: Eks utbytte fjerde kvartal 2023 i dag Aksjene i Equinor ASA (OSE: EQNR; NYSE: EQNR) vil fra og med i dag handles eksklusiv kontantutbytte for fjerde kvartal 2023 slik det fremgår under. Ex-dato: 15. mai 2024 Ordinært utbyttebeløp: 0,35 Ekstraordinært utbyttebeløp: 0,35 Annonsert valuta: USD Denne informasjonen offentliggjøres i henhold til kravene i Løpende forpliktelser og er informasjonspliktig etter verdipapirhandelloven §5-12
Equinor ASA: Minutes from the Annual General Meeting 2024
Equinor ASA: Minutes from the Annual General Meeting 2024 On 14 May 2024, the annual general meeting in Equinor ASA (OSE: EQNR, NYSE: EQNR) approved the annual report and accounts for Equinor ASA and the Equinor group for 2023, as proposed by the board of directors. Further, the annual general meeting approved an ordinary dividend of US dollar (USD) 0.35 per share and an extraordinary dividend of USD 0.35 to be distributed for the fourth quarter of 2023. The fourth quarter 2023 dividend accrues to the shareholders as registered in Equinor's shareholder register with the Norwegian ...
Equinor ASA: Protokoll fra ordinær generalforsamling 2024
Equinor ASA: Protokoll fra ordinær generalforsamling 2024 Generalforsamlingen i Equinor ASA (OSE: EQNR, NYSE: EQNR) godkjente 14. mai 2024 styrets forslag til årsregnskap og årsberetning for Equinor ASA og konsernet for 2023. For fjerde kvartal 2023 godkjente generalforsamlingen utdeling av et ordinært utbytte på US dollar (USD) 0,35 per aksje og et ekstraordinært utbytte på USD 0,35 per aksje. Utbyttet for fjerde kvartal 2023 tilfaller aksjeeiere som er registrert i Equinors aksjeeierregister i verdipapirsentralen (VPS) per utløpet av 16. mai 2024. Forutsatt ordinært oppgjør ...
- Steffen Evjen
TotalEnergies se mobilise pour donner accès au clean cooking à 100 mil...
PARIS--(BUSINESS WIRE)-- Regulatory News: A l’occasion du Sommet pour le Clean Cooking organisé par l’Agence Internationale de l'Energie à Paris (AIE), TotalEnergies a annoncé son ambition de donner accès au clean cooking1 à 100 millions de personnes en Afrique et en Inde d’ici 2030. Pour y parvenir, TotalEnergies investira plus de 400 M$ dans le développement du GPL (Gaz de Pétrole Liquéfié) destiné à la cuisson. En outre, pour rendre le clean cooking abordable au plus grand nombre, la Compagnie va développer l’usage de technologies digitales pay-as-you cook, qui permettent au client de n...
- Steffen Evjen
Panoro Energy (Buy, TP: NOK41.00) - Positive prospects
At its Q1 trading update, Panoro Energy reported net production of 9.6kboed, in line with our 9.5kboed forecast. We estimate EBITDA of USD42m (Bloomberg consensus at USD41m) ahead of the Q1 results (due at c07:00 CET on 23 May). We view the recent discovery at Hibiscus South as accretive to our NAV by ~NOK1/share, illustrating the strong prospectivity and commerciality at the Dussafu licence. We reiterate our BUY and NOK41 target price.
TotalEnergies : Déclaration des Transactions sur Actions Propres
PARIS--(BUSINESS WIRE)-- Regulatory News: Dans le cadre de l’autorisation consentie par l’Assemblée générale ordinaire du 26 mai 2023 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 6 mai au 10 mai 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 ...
- Steffen Evjen
US shale: limited growth expected
Our Q1 survey of the US shale universe showed limited revisions to guidance for 2024, and we still expect muted 2024 production growth of ~4% YOY (+8% YOY in 2023). The companies now expect fewer tailwinds from cost deflation, primarily due to operational efficiencies. Our survey also suggested capex down ~2% YOY, as companies guide for flat activity. For Q1, our universe spent 102% of its operating cash flow, split c50/50 capex and shareholder distributions.
- Steffen Evjen
Weekly news, topics & discussion
Key takeaways from this week are: 1) BlueNord’s Q1 figures were in line with our estimates, and due to technical issues, the Tyra plateau ramp-up was prolonged to mid-Q4 (2024 production guidance reduced from >40kboed to ~35kboed); 2) DNO’s Q1 report showed net production slightly above consensus, and it announced it has acquired stakes in five fields in the Norne area from Vår Energi, adding ~3kboed of net production near-term; and 3) Panoro Energy’s Q1 trading update showed net production of 9...
- Stephane Foucaud
AUCTUS ON FRIDAY - 10/05/2024
AUCTUS PUBLICATIONS ________________________________________ GeoPark (GPRK US)C; target price of US$26 per share: More favourable offtake contract in Colombia – GeoPark has signe da new offtake contract with Vitol for a minimum of 20 mbbl/d. The agreement improves GeoPark’s price realizations by US$0.15/bbl vs the current agreement. As part of this transaction, GeoPark will obtain immediate access to committed funding from Vitol for up to US$300 mm, with an option to increase by another US$200 m...
GPRK GEOPARK
EGY VAALCO ENERGY INC.
A2PAZ7 TETHYS PETROLEUM
GENL GENEL ENERGY
ENI ENI S.P.A.
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
SNM SHAMARAN PETROLEUM CORP.
VLE VALEURA ENERGY INC.
DNO DNO ASA CLASS A
FEC FRONTERA ENERGY CORP
BP. BP P.L.C.
DGOC DIVERSIFIED GAS & OIL
CNE CANACOL ENERGY LTD
KOS KOSMOS ENERGY LTD.
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
PLSR CN PULSAR HELIUM INC.
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