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ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
NOL NORTHERN OCEAN
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
11/05/25 November 5, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
EQNR EQUINOR ASA
BONHR BONHEUR ASA
ORSTED ORSTED
NEL NEL ASA
AKER AKER ASA CLASS A
AKSOO AKER SOLUTIONS ASA
IPCO INTERNATIONAL PETROLEUM CORP
OKEA OKEA
OTL ODFJELL TECHNOLOGY LTD
SEA1 SEA1 OFFSHORE INC.
11/04/25 November 4, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
SEA1 SEA1 OFFSHORE INC.
11/03/25 November 3, 2025 1 EN
Lars Trongaard Brattli ... (+2)
  • Lars Trongaard Brattli
  • Njål Kleiven
SEA1 SEA1 OFFSHORE INC.
10/31/25 October 31, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
AFK ARENDALS FOSSEKOMPANI
SOC SUBSEA 7 S.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
SPM SAIPEM S.P.A.
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
10/23/25 October 23, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
EQNR EQUINOR ASA
SOC SUBSEA 7 S.A.
SSO SCATEC ASA
RIGN TRANSOCEAN LTD.
TOM TOMRA SYSTEMS ASA
SPM SAIPEM S.P.A.
SEA1 SEA1 OFFSHORE INC.
PLSV PARATUS ENERGY SERVICES LTD.
10/16/25 October 16, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
CADLR CADELER
TOM TOMRA SYSTEMS ASA
SEA1 SEA1 OFFSHORE INC.
10/13/25 October 13, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
VAR VAR ENERGI ASA
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
VTURA VENTURA OFFSHORE HLDGS LTD
SDRL SEADRILL LTD
10/10/25 October 10, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
SOC SUBSEA 7 S.A.
AKER AKER ASA CLASS A
DNO DNO ASA CLASS A
CADLR CADELER
SPM SAIPEM S.P.A.
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
09/26/25 September 26, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
SOC SUBSEA 7 S.A.
EOLU B EOLUS VIND AB
CADLR CADELER
BORR BORR DRILLING LTD
SPM SAIPEM S.P.A.
SEA1 SEA1 OFFSHORE INC.
PLSV PARATUS ENERGY SERVICES LTD.
09/11/25 September 11, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
VAR VAR ENERGI ASA
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
09/10/25 September 10, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
09/08/25 September 8, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
SOC SUBSEA 7 S.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
AKSOO AKER SOLUTIONS ASA
VAR VAR ENERGI ASA
SEA1 SEA1 OFFSHORE INC.
08/26/25 August 26, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
HEX HEXAGON COMPOSITES ASA
PEN PANORO ENERGY ASA
SSO SCATEC ASA
DNO DNO ASA CLASS A
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
OTL ODFJELL TECHNOLOGY LTD
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
08/18/25 August 18, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
SEA1 SEA1 OFFSHORE INC.
08/17/25 August 17, 2025 1 EN
Lars Trongaard Brattli ... (+2)
  • Lars Trongaard Brattli
  • Njål Kleiven
SEA1 SEA1 OFFSHORE INC.
08/15/25 August 15, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
SEA1 SEA1 OFFSHORE INC.
08/11/25 August 11, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ODL ODFJELL DRILLING
OTL ODFJELL TECHNOLOGY LTD
SEA1 SEA1 OFFSHORE INC.
06/17/25 June 17, 2025 1 EN
Aleksander Erstad
  • Aleksander Erstad
Free Trial
SEA1 SEA1 OFFSHORE I...

Sea1 Offshore (Buy, TP: NOK30.00) - Another strong performance

A strong start to the year included EBITDA and FCF above our estimates and consensus, driven by a solid operating performance, higher mobilisation income than we expected, and the reversal of an earlier recognised loss. We consider most items primarily isolated to Q1, and have made limited, but positive, estimate revisions, with few changes to its contract backlog since Q4. We reiterate our BUY and NOK30 target price.

SEA1 SEA1 OFFSHORE INC.
04/30/25 April 30, 2025 1 EN
Aleksander Erstad
  • Aleksander Erstad
Free Trial
SEA1 SEA1 OFFSHORE I...

Sea1 Offshore (Buy, TP: NOK30.00) - Waiting for newbuilds

We forecast Q1 EBITDA of USD30m versus consensus of USD33m, as we expect low utilisation of the AHTS fleet due to yard stays and other idle time during the quarter. The recent sale of Sea1 Spearfish (above our NAV) was notable, in our view, and the stock is trading at a P/NAV of 0.6x. The sizeable newbuild programme (remaining capex of cUSD400m versus current EV of USD527m) is limiting near-term FCF and creating a more back-end-loaded cash flow profile than peers. We reiterate our BUY, but have ...

SEA1 SEA1 OFFSHORE INC.
04/29/25 April 29, 2025 1 EN
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