AUCTUS ON FRIDAY - 08/08/2025

AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.30 per share: High production at Z&G. Low risk exploration drilling in Austria to start in 4Q25/1Q26 – 2Q25 net production of 303 boe/d was higher than our expectations of ~270 boe/d following a 5 well intervention programme at the Zisterdorf and Gaiselberg fields in the Vienna Basin. The programme included (1) repair of subsurface equipment, (2) clean out of a down hole sand control (3) perfor...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Sappi, Multiversity, TalkTalk, Tullow Oil, Softbank Group, Novelis

Tullow Oil: 1 director

A director at Tullow Oil bought 2,000,000 shares at 12p and the significance rating of the trade was 54/100. 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 clearly showi...

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: TGS, Geopark, Embraer, Gran Tierra Energy, Klabin, Pemex, YPF, BRF, Aegea

Tullow Oil | 1HFY25 - Results belie strategic progress

Tullow reported sharply reduced results for 1H25, on lower production and weaker oil prices. However, the financial performance belies the underlying strategic progress the company made in the half towards refinancing its debt. That includes generating US$380m in 2025 disposal proceeds, with US$300m already received in July, together with significant reductions in costs and interest which will benefit the second half, as well as entering a MoU to extend the Ghana licences to 2040. Production gui...

EM Credit Spark/EM credit and trade ideas update

Plenty of macro news continues to keep EM investors on their toes. This week's jobs numbers clearly point to a slowing US economy and increases the chances of rate cuts sooner rather than later, which should see spread levels ease wider from their current tight levels. EM corporates are actively releasing 2Q/1H 2025 financial results, though few have significantly impacted bond pricing so far. We were impressed by the strong performance of Ford Otosan and Endeavour Mining, while Kosmos Energy's ...

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Gran Tierra Energy, CSN, Gerdau, Nexa, Vale, Volcan, GOL

AUCTUS ON FRIDAY - 01/08/2025

AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.30 per share: Operating update – Net production in Austria was 303 boe/d. The company held A$4.8 mm in cash at the end of June. Criterium Energy (CEQ CN)C; Target price of C$0.35 per share: Successful flow test at North-MGH boosts expected 2H26 gas production to 7-10 mmcf/d – The MGH-20 well in the North Mengoepeh (MGH) field tested 2.8 mmcf/d with associated oil. This is a positive surprise a...

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Nemak, Gran Tierra Energy, Aeromexico, Embraer, Braskem

Criterium Energy Ltd (TSX-V: CEQ): On track for first gas in 1Q26

• The MGH-20 well in the North Mengoepeh (MGH) field tested 2.8 mmcf/d with associated oil. This is a positive surprise as there are currently no estimated resources at the field that was shut in in 2014. • Following the extended well test at SE-MGH, Criterium plans to initiate extended testing on MGH-20 and three additional shut-in wells on the North MGH well pad. • Assuming two wells are brought online, North MGH could add 2–3 mmcf/d to SE-MGH output, lifting combined volumes to 7–10 mmcf/d ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/25/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 25/07/2025

AUCTUS ON FRIDAY - 25/07/2025

AUCTUS PUBLICATIONS ________________________________________ New Zealand Energy (NZE CN)C; Target price of C$1.70 per share: Equity raise to progress Tariki gas storage – New Zealand Energy (NZE) has raised C$3 mm of new equity priced at C$0.18 per share. The proceeds of the raise will fund the desktop studies required to prepare the field development plan, derisking the gas storage project ahead of expected monetization within the next 12 months. It will also fund the repayment of the convertib...

TotalEnergies : Résultat T2 en ligne, SBB maintenu mais des inquiétude...

TOTALENERGIES: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: EBIT: 4.145 M euros (-18,5%); BDI: 3.578 M euros (-23,4% vs y -21,0% consenso). Rdos. 1S'25 vs 1S'24 EBIT: 8.806 M euros (-16,9%); BDI: 7.770 M euros (-20,6% vs -19,4% consenso).

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Techem, Cirsa, Tullow Oil

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/14/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/14/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 14/07/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 14/07/2025