reports
- Jørgen Lian
Golar LNG (Buy, TP: USD32.00) - Argentina FLNG project with PAE
Golar LNG today revealed its next FLNG contract with impressive economics for its FLNG Hilli from 2027 in Argentina. This adds to recent news on the Nigeria FLNG project, and we expect we could see the share price above USD35 today on the compounding value.
- ABGSC Shipping & Transport Research
- Oliver Dunvold
- Petter Haugen
Golar LNG signs agreement for 20-year FLNG deployment in Argentina
Golar LNG signs agreement for 20-year FLNG deployment in Argentina Golar LNG Ltd. (“Golar”) has entered into definitive agreements with Pan American Energy (“PAE”) for a 20-year deployment of a Floating Liquefied Natural Gas (“FLNG”) vessel in Argentina. The FLNG project will monetize Argentine gas, tapping into the vast resources from the Vaca Muerta shale formation in the Neuquina Basin, the world's second-largest shale gas resources. The project is expected to start LNG exports within 2027, establishing Argentina as an LNG exporter. This strategic venture is built on a robust commercial...
- Ahmed Ben Salem
- Marc Lavaud
- Thijs Berkelder
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
PGS PGS ASA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
NEX NEXANS SA
ERA ERAMET SA
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
PLX PLUXEE NV
- Ahmed Ben Salem
- Bruno Cavalier
- Marc Lavaud
- Thijs Berkelder
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
PGS PGS ASA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
NEX NEXANS SA
ERA ERAMET SA
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
PLX PLUXEE NV
- Ahmed Ben Salem
- Marc Lavaud
- Thijs Berkelder
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/04/2024
Sartorius is set to outperform the underlying biopharmaceutical market based on higher exposure to novel biologics and its focus on single-use components. Destocking is likely to end soon but the changing ordering pattern could distort order intake as KPI and organic growth should recover faster. In our view, the expected cut to its FY 2024 guidance is already largely reflected in the share price. Based on the expected turnaround, we have upgraded to Outperform with a new target price...
AKRBF AKER BP ASA
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
RI PERNOD RICARD SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
ADEN ADECCO GROUP AG
PGS PGS ASA
ZAL ZALANDO SE
ENI ENI S.P.A.
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
EVK EVONIK INDUSTRIES AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
- Ahmed Ben Salem
- Marc Lavaud
- Thijs Berkelder
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/07/2024
Sartorius is set to outperform the underlying biopharmaceutical market based on higher exposure to novel biologics and its focus on single-use components. Destocking is likely to end soon but the changing ordering pattern could distort order intake as KPI and organic growth should recover faster. In our view, the expected cut to its FY 2024 guidance is already largely reflected in the share price. Based on the expected turnaround, we have upgraded to Outperform with a new target price...
AKRBF AKER BP ASA
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
RI PERNOD RICARD SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
ADEN ADECCO GROUP AG
PGS PGS ASA
ZAL ZALANDO SE
ENI ENI S.P.A.
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
EVK EVONIK INDUSTRIES AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
- Ahmed Ben Salem
- Baptiste Lebacq
- Thijs Berkelder
ODDO : Trump / Biden: Drill Baby Drill vs IRA? Not such a clear-cut eq...
>Elections for the no.1 oil producer on 5 November - The first debate between Trump and Biden on CNN last week did not address the questions/challenges surrounding energy. At the end of this very unique year (almost half of the global population will go to, or has already been to, the ballot box), all eyes will be on the US elections (5 November 2024), a country that has become the world’s no.1 oil producer (production growth of 19% under the Biden mandate, see char...
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
PGS PGS ASA
ENI ENI S.P.A.
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
- Ahmed Ben Salem
- Baptiste Lebacq
- Thijs Berkelder
ODDO : Trump / Biden : Drill Baby Drill versus IRA ? Une équation pas ...
>Elections chez le premier producteur de pétrole le 5 novembre - Le premier débat entre Trump et Biden qui s’est déroulé sur CNN la semaine dernière n’a pas abordé les questions/ enjeux énergétiques. En cette fin d’année si particulière (près de la moitié de la population mondiale passera ou est passée par les urnes), les yeux seront rivés sur les élections américaines (5 novembre 2024) qui est devenu le premier producteur mondial de pétrole (croissance de la product...
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
EURN EURONAV NV
PGS PGS ASA
ENI ENI S.P.A.
P2F PETROFAC LIMITED
REP REPSOL SA
SOC SUBSEA 7 S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
DR0 DEUTSCHE ROHSTOFF AG
TEC TECHNIPFMC PLC
BP. BP P.L.C.
CGG CGG
ENOG ENERGEAN PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
- Dave Nicoski
- Ross LaDuke
SFL - Newbuild order of five LNG dual-fuel 16,800 TEU container vessel...
SFL - Newbuild order of five LNG dual-fuel 16,800 TEU container vessels in combination with long term charters SFL Corporation Ltd. (NYSE: SFL) (“SFL” or the “Company”) today announced that it has agreed to build five 16,800 TEU container vessels with scheduled delivery in 2028 at an aggregate construction cost of approximately $1 billion. The vessels will have LNG dual-fuel propulsion and the latest features in fuel efficiency and cargo intake optimization. Concurrently, SFL has agreed minimum 10-year time charters to a leading liner company from delivery, adding approximately $1.2 bill...
- Jørgen Lian
Dorian LPG (Buy, TP: USD52.00) - Appealing VLGC exposure
We expect the robust VLGC freight market to persist due to solid US production and exports (up 7% and 17% YTD YOY), fuelling the arbitrage, with the longevity of the cycle backed by slowing vessel deliveries in the next two years. Hence, we see upside potential to our USD45k/day spot rate for the next four quarters (for a 9% earnings yield). Increasing our spot rate equal to the arbitrage for the next two quarters and then to the 1-year TC rate, we calculate a 20% yield for the same period. We h...
Helmerich & Payne, Inc. Announces Fiscal Third Quarter 2024 Conference...
TULSA, Okla.--(BUSINESS WIRE)-- In conjunction with Helmerich & Payne, Inc.’s (NYSE: HP) fiscal third quarter 2024 earnings release, you are invited to listen to its conference call on Thursday, July 25, 2024, at 11:00 a.m. (ET) with John Lindsay, President and CEO, Mark Smith, Senior Vice President and CFO, and Dave Wilson, Vice President of Investor Relations. Investors may listen to the conference call either by phone or audio webcast. What: Helmerich & Payne, Inc.’s Fiscal Third Quarter 2024 Earnings Release. Other material developments may also be discussed. ...
- Jonathan Moreland
PBF PBF ENERGY INC. CLASS A
PAYC PAYCOM SOFTWARE INC.
NHF NEXPOINT CREDIT STRATEGIES FUN
GLT GLATFELTER CORPORATION
KRON KRONOS BIO
HQI HIREQUEST INC.
DMAC DIAMEDICA THERAPEUTICS INC.
TSHA TAYSHA GENE THERAPIES
ELYM ELIEM THERAPEUTICS INC
EP EMPIRE PETROLEUM CORP
PEO PETROLEUM & RESOURCES CORPORATION
Golar LNG Limited – Q2 2024 results presentation
Golar LNG Limited – Q2 2024 results presentation Golar LNG's 2nd Quarter 2024 results will be released before the NASDAQ opens on Thursday, August 15, 2024. In connection with this a webcast presentation will be held at 1:00 P.M (London Time) on Thursday August 15, 2024. The presentation will be available to download from the Investor Relations section at We recommend that participants join the conference call via the listen-only live webcast link provided. Sell-side analysts interested in raising a question during the Q&A session that will immediately follow the presentation should acces...
2024 Annual General Meeting
2024 Annual General Meeting Further to the press release of June 10, 2024 giving notice that the Golar LNG Limited 2024 Annual General Meeting will be held on August 13, 2024, a copy of the Notice of Annual General Meeting and associated information including the Company’s Annual Report on Form 20-F can be found on our website at and in the attachments below. Golar LNG LimitedHamilton, BermudaJuly 1, 2024 This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act Attachments ...
- Jonathan Moreland
PSEC PROSPECT CAPITAL CORPORATION
PBF PBF ENERGY INC. CLASS A
PAYC PAYCOM SOFTWARE INC.
GLP GLOBAL PARTNERS LP
CTRN CITI TRENDS INC.
BGNE BEIGENE LTD. SPONSORED ADR
BEN FRANKLIN RESOURCES INC.
AMSWA AMERICAN SOFTWARE INC. CL A
FRD FRIEDMAN INDUSTRIES INC.
AFB ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND
NHF NEXPOINT CREDIT STRATEGIES FUN
CLIR CLEARSIGN TECHNOLOGIES CORP
MDB MONGODB INC. CLASS A
LILA LIBERTY LATIN AMERICA A
GNL GALEY & LORD INC.
PRPL PURPLE INNOVATION
VICR INC.
ISDR VICOR CORP.
CBNK ISSUER DIRECT CORP.
GOSS CAPITAL BANCORP
MCFT GOSSAMER BIO
HQL MASTERCRAFT BOAT HOLDINGS
ADV TEKLA LIFE SCIENCES INVESTORS
NUVB ADVANTAGE SOLUTIONS INC (A)
AUID NUVATION BIO INC (A)
NSPR IPSIDY INC.
MEGI INSPIREMD INC
RH MAINSTAY CBRE GBL INFRASTRUCTURE MEGATRENDS FD
OABI RESTORATION HARDWARE HOLDINGS INC
AEI OMNIAB INC
GNT ALSET INC.
PEO GABELLI NATURAL RESOURCES
DMA GOLD AND INCOME TRUST
NRBO PETROLEUM & RESOURCES CORPORATION
ARDS DESTRA MULTI ALTERNATIVE FUND
NEUROBO PHARMACEUTICALS INC
ARIDIS PHARMACEUTICALS
INC.
- Martin Huseby Karlsen
Dynagas LNG Partners LP Reports Results For the Three Months Ended Mar...
Dynagas LNG Partners LP Reports Results For the Three Months Ended March 31, 2024 ATHENS, June 27, 2024 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (NYSE: “DLNG”) (the “Partnership”), an owner and operator of liquefied natural gas (“LNG”) carriers, today announced its results for the three months ended March 31, 2024. Quarter Highlights: Net Income and Earnings per common unit (basic and diluted) of $11.8 million and $0.23, respectively;Adjusted Net Income(1) of $12.4 million and Adjusted Earnings per common unit(1) (basic and diluted) of $0.25;Adjusted EBITDA(1) $29.0 million;100% ...
- Jonathan Moreland
PAYC PAYCOM SOFTWARE INC.
ITCI INTRA-CELLULAR THERAPIES INC.
CTRN CITI TRENDS INC.
RDI READING INTERNATIONAL INC.
AFB ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND
NHF NEXPOINT CREDIT STRATEGIES FUN
NINE NINE ENERGY SERVICE INC
LILA LIBERTY LATIN AMERICA A
MCFT MASTERCRAFT BOAT HOLDINGS
HQL TEKLA LIFE SCIENCES INVESTORS
ATHA ATHIRA PHARMA
NUVB NUVATION BIO INC (A)
PX P10 INC
PROK PROKIDNEY CORP.
GNT GABELLI NATURAL RESOURCES
PEO GOLD AND INCOME TRUST
DMA PETROLEUM & RESOURCES CORPORATION
NRBO DESTRA MULTI ALTERNATIVE FUND
NEUROBO PHARMACEUTICALS INC
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