reports
- Stephane Foucaud
Auctus on Friday - 29/09/2023
AUCTUS PUBLICATIONS ________________________________________ Criterium Energy (CEQ CN)C; target price of C$0.45 per share: Transactions repriced on more attractive terms – Criterium has renegotiated the terms of the Mont d’Or (MOPL) acquisition. Criterium will now assume only ~US$25.5 mm of debt rather than ~US$37 mm previously. A US$4.8 mm payment to the lenders and the conversion of US$4.9 mm of debt into equity (US$2.5 mm on completion of the acquisition plus US$2.4 mm in 2025) reduce further...
EQNR EQUINOR ASA
BLVN BOWLEVEN PLC
AOI. AFRICA OIL
CASP CASPIAN SUNRISE
IOG INDEPENDENT OIL & GAS
SAVE SAVANNAH ENERGY
MATD PETRO MATAD
UOG UNITED OIL & GAS
GKP GULF KEYSTONE PETROLEUM LTD.
WEN WENTWORTH RESOURCES PLC
SDX SDX ENERGY
KIST KISTOS PLC
TRIN TRINITY EXPLORATION & PRODUCTION
ITH ITHACA ENERGY PLC
TCF TRILLION ENERGY INTERNATIONAL INC. (TCF)
LBE LONGBOAT ENERGY PLC
CEQ CRITERIUM ENERGY LTD.
MEN MOLECULAR ENERGIES PLC
PLSR CN PULSAR HELIUM INC.
- Stephane Foucaud
Auctus on Friday - 15/09/2023
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C: target price of £0.55 per share: Tripling 2P reserves at Tapir – The 2P reserves at Carrizales Norte (net to Arrow) have been estimated at 3.92 mmbbl with an 3P upside case of 6.62 mmbbl (1.82 mmbbl of 1P reserves). The 2P reserves at Carrizales Norte are ~2x larger than at Rio Crave Este with overall net 2P reserves at Tapir increased to ~6 mmbbl. The 2P reserves at Carrizales Norte are also 2x the pre ...
EOG EUROPA OIL & GAS (HOLDINGS) PLC
TLW TULLOW OIL PLC
CNE CAIRN ENERGY PLC
PEN PANORO ENERGY ASA
IOG INDEPENDENT OIL & GAS
PHAR PHAROS ENERGY
MAHA A MAHA ENERGY
CE1 CALIMA ENERGY
PTAL PETROTAL
AXL. ARROW EXPLORATION LTD
ITH ITHACA ENERGY PLC
LBE LONGBOAT ENERGY PLC
SEY AFENTRA (PREVIOUSLY
IGAS STERLING ENERGY)
IGAS ENERGY
- Stephane Foucaud
Auctus on Friday - 04/08/2023
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.10 per share: Growing production. New Anshof well to be spudded in September - 2Q23 production was 317 boe/d reaching 366 boe/d in June and including ~115 bbl/d at Anshof. Anshof-3 production performance continues to exceed expectations with strong pressure support and deliverability with no water production. Work-over activities at Zistersdorf and Gaiselberg (Vienna basin) in mid-August are ex...
CNE. CANACOL ENERGY LTD
GENL GENEL ENERGY
ENI ENI S.P.A.
PXT PAREX RESOURCES INC.
ADX ADX ENERGY
CASP CASPIAN SUNRISE
CHAR CHARIOT OIL & GAS
PEN PANORO ENERGY ASA
IOG INDEPENDENT OIL & GAS
MAHA A MAHA ENERGY
BP. BP P.L.C.
CE1 CALIMA ENERGY
JSE JADESTONE ENERGY
TCF TRILLION ENERGY INTERNATIONAL INC. (TCF)
GTE GRAN TIERRA ENERGY INC.
PRD PREDATOR OIL & GAS HOLDINGS PLC
- Stephane Foucaud
AUCTUS ON FRIDAY - 14/07/2023
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.10 per share: Securing additional loan to prepare for drilling – ADX is issuing A$1.5 mm of loan notes with a term of 18 months. A$1.0 mm of the loan notes carry an interest rate of 8% per annum with 30 mm options with an exercise price of A$0.01 per share and 30 mm options with an exercise price of A$0.014 per share. The balance of the loan notes carry an interest rate of 12% per annum with 2...
TLW TULLOW OIL PLC
GTE GRAN TIERRA ENERGY
OMV OMV AG
AOI. AFRICA OIL
ADX ADX ENERGY
CHAR CHARIOT OIL & GAS
IOG INDEPENDENT OIL & GAS
VLE VALEURA ENERGY INC.
DNO DNO ASA CLASS A
MATD PETRO MATAD
DELT DELTIC ENERGY
MAHA A MAHA ENERGY
ZPHR ZEPHYR ENERGY
OKEA OKEA
TRIN TRINITY CAPITAL INC
RDSA ROYAL DUTCH SHELL PLC
PNOR PETRONOR E&P LTD
PRD PREDATOR OIL & GAS HOLDINGS PLC
- Stephane Foucaud
Auctus on Friday - 30/06/2023
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.100 per share: Exploration portfolio update in Austria: larger volume, lower risk – The exploration portfolio in Upper Austria is now estimated to hold 213 mmboe of best technical prospective resources (previously 200 mmboe) in 20 prospects. The importance of the upgrade is as much about risk reduction as it is about resources increase. The expansion of the portfolio also provides new opportuni...
TXP TOUCHSTONE EXPLORATION
SOU SOUND ENERGY PLC
ENI ENI S.P.A.
ALVOF ALVOPETRO ENERGY LTD
OYL CGX ENERGY INC.
ADX ADX ENERGY
CASP CASPIAN SUNRISE
IOG INDEPENDENT OIL & GAS
SQZ SERICA ENERGY
FEC FRONTERA ENERGY CORP
DGOC DIVERSIFIED GAS & OIL
CE1 CALIMA ENERGY
ZPHR ZEPHYR ENERGY
JSE JADESTONE ENERGY
I3E I3 ENERGY
RHC ROYAL HELIUM LTD
TRIN TRINITY CAPITAL INC
PNOR PETRONOR E&P LTD
MEN MOLECULAR ENERGIES PLC
NOG NOSTRUM OIL & GAS PLC
PRD PREDATOR OIL & GAS HOLDINGS PLC
- Daniel Slater
Hybridan Small Cap Feast - 22 Jun 23
22nd June 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objecti...
- Stephane Foucaud
Auctus on Friday - 16/06/2023
AUCTUS PUBLICATIONS ________________________________________ Criterium Energy (CEQ CN)C; target price of C$0.95 per share: Transformational acquisition in Indonesia – Criterium is delivering on its plans by acquiring Mont D’Or Petroleum with long life and high netback production of 1,050 bbl/d and 4.7 mmbbl 2P reserves across 2 PSCs in Indonesia (Tungkal in South Sumatra and West Salawati in Southwest Papua). With important spare capacity in existing infrastructure and very low drilling costs (U...
EQNR EQUINOR ASA
A2PAZ7 TETHYS PETROLEUM
OMV OMV AG
SOU SOUND ENERGY PLC
P8ET PETRONEFT RESOURCES IRL
CASP CASPIAN SUNRISE
PEN PANORO ENERGY ASA
IOG INDEPENDENT OIL & GAS
VLE VALEURA ENERGY INC.
PHAR PHAROS ENERGY
MAHA A MAHA ENERGY
SLE SAN LEON ENERGY
MAU ETABLISSEMENTS MAUREL & PROM SA
GKP GULF KEYSTONE PETROLEUM LTD.
FEC FRONTERA ENERGY CORP
SDX SDX ENERGY
TRIN TRINITY CAPITAL INC
RDSA ROYAL DUTCH SHELL PLC
IGAS IGAS ENERGY PLC
CEQ CRITERIUM ENERGY LTD.
- Stephane Foucaud
Auctus on Friday - 09/06/2023
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C; target price of £0.50 per share: No flow from the Gacheta but overall reserves addition from CN-1 larger than initially expected – The Gacheta zones proved unproductive at the CN 1 well location. Management is investigating potential reasons for the lack of productivity and plans to re-evaluate these Gacheta zones in future wells. The Gacheta zones were located above the Ubaque that flowed at rates >1,10...
- Daniel Slater
- Daniel Slater
- Stephane Foucaud
Auctus on Friday - 05/05/2023
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C: Target price of A$0.100 per share: 1Q23 in line with expectations. Growing production at Anshof – 1Q23 production was 299 boe/d including 88 bbl/d for Anshof. In March net production from Anshof has increased to 94 bbl/d. Overall net production in March including the Zistersdorf & Gaiselberg fields (Z&G) was 336 boe/d. Additional site storage is planned to be installed at the Anshof-3 well location in June which ...
GTE GRAN TIERRA ENERGY
CNE. CANACOL ENERGY LTD
CNE CAIRN ENERGY PLC
REP REPSOL SA
AOI. AFRICA OIL
ALVOF ALVOPETRO ENERGY LTD
ENW ENWELL ENERGY
ADX ADX ENERGY
CHAR CHARIOT OIL & GAS
PEN PANORO ENERGY ASA
IOG INDEPENDENT OIL & GAS
VLE VALEURA ENERGY INC.
FEC FRONTERA ENERGY CORP
BP. BP P.L.C.
CE1 CALIMA ENERGY
OKEA OKEA
AXL. ARROW EXPLORATION LTD
RDSA ROYAL DUTCH SHELL PLC
HHR HARTSHEAD RESOURCES NL
LBE LONGBOAT ENERGY PLC
- Daniel Slater
- ABGSC Credit Research
- Andreas Johannessen
- Bendik Fougner Engebretsen
- Benedicte Aass
- Glenn Kringhaug
- Haakon Amundsen
- Jonathan Angestjärna
- Patrik Brattelius
LINK LINK BILGISAYAR SISTEMLERI YAZILIMI VE DONANIMI SANAYI VE TICARET AS
DNO DNO ASA CLASS A
STA STRANDLINE RESOURCES
NYF NYFOSA AB
OKEA OKEA
LIME LIME TECHNOLOGIES
DistIT DISTIT AB
Extenda EXTENDA RETAIL
Bakkegrupbond BAKKEGRUPPEN
SUBC-NO SUBSEA 7
HPUR-NO HEXAGON PURUS
AKH-NO AKER HORIZONS
BWO-NO BW OFFSHORE LIMITED
AKRBP-NO AKER BP
DNO-NO DNO
OKEA-NO DESENIO HOLDING AB
Desenio ZALARIS
Zalaris AKER ASA
AKER-NO AKER SOLUTIONS
AKSO-NO WALDORF PRODUCTION
Waldorf KMC PROPERTIES
KMC OREXO
Orexo CATELLA
Catella ADVANZIA BANK
Advanzia ØYFJELLET WIND INVESTMENTS
Øyfjellet CRAYON GROUP HOLDING
Bond1 FIRST CAMP GROUP AB
0LLF7F-E NORWEGIAN ENERGY COMPANY
Noreco BAYPORT MANAGEMENT LTD
BOND.BAYP-MU 2020 BULKERS LTD.
2020-NO ARCTIC BIOSCIENCE
ABS-NO AKASTOR
AKAST-NO ICA GROUP
ICA-SE JM
JM-SE LINK MOBILITY
LINK-NO SCANDINAVIAN TOBACCO GROUP
STG-DK TEST COMPANY
IOG Plc: 3 directors
Three Directors at IOG Plc bought 744,180 shares at between 4.45p and 4.58p. The significance rating of the trade was 67/100. 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...
- Daniel Slater
IOG (IOG LN) - Full year 2022 results
Numbers partly already released in January. IOG has released its full year 2022 results. In January the company announced gross average production from first gas in March to the end of 2022 of 27.4mmcf/d, end 2022 gross cash of £32.4m (including £5.7m restricted), 2022 revenue before sales deductions of £79.6m, cash OPEX of 13.9p/therm, and cash CAPEX of £61.2m
- Stephane Foucaud
Auctus on Friday - 10/03/2023
AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LM) C; Target price of £0.55 per share: One step closer to FID – Production ramp-up quicker than expected – Chariot has completed the Front-End Engineering and Design (FEED) on the key components of the Anchois gas development project. The FEED confirms a plateau production of 105 mmcf/d from three wells including the existing Anchois-2 well, subsea infrastructure to an onshore central processing facility and an onshore g...
GPRK GEOPARK
TXP TOUCHSTONE EXPLORATION
GENL GENEL ENERGY
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
CHAR CHARIOT OIL & GAS
IOG INDEPENDENT OIL & GAS
SNM SHAMARAN PETROLEUM CORP.
GKP GULF KEYSTONE PETROLEUM LTD.
AOI AFRICA OIL CORP
ZPHR ZEPHYR ENERGY
TGIF 1933 INDUSTRIES
DME DESERT MOUNTAIN ENERGY CORP.
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
LBE LONGBOAT ENERGY PLC
CEQ CRITERIUM ENERGY LTD.
- Daniel Slater
Audio Note: IOG - Reserves and resources update; Blythe H2 well spud
In this audio note, Zeus’ Daniel Slater summarises the investment case for IOG. Downgrade to Southwark reserves. IOG on Friday announced an update to its reserves and resources, including a significant, though not unsurprising, downgrade to Southwark reserves. Listen to the audio note below, and read the full research here.
- Daniel Slater
IOG (IOG LN) - Reserves and resources update; Blythe H2 well spud
Downgrade to Southwark reserves. IOG on Friday announced an update to its reserves and resources, including a significant, though not unsurprising, downgrade to Southwark reserves. Southwark 2P reserves fell from 71.3bcf gross to 10.0bcf gross (IOG 50%), on the back of the low flow rates seen in the A2 well and drilling issues seen in the A1 well. Given these existing reported results for both wells, while the magnitude of the reserves downgrade is disappointing, it is not a huge surprise, and t...
- ABGSC Credit Research
- Bendik Fougner Engebretsen
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