reports
- Martin Huseby Karlsen
- Martin Huseby Karlsen
Petrobras FPSO delays may hit service volumes but lengthen cycle
Being the largest global consumer of deepwater oil services, Petrobras’ strategic plans tend to get investor attention. On the positive side, its latest 5-year plan sees 5% higher E&P spending than the previous one, and has a more stable phasing between the years, which is supportive for the cycle duration. However, several FPSOs are facing significant delays, which is on the downside for oil services, leading to delays for deepwater oilfield services (primarily drilling and subsea), likely resu...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
ODL ODFJELL DRILLING
AKSOO AKER SOLUTIONS ASA
DO DIAMOND OFFSHORE DRILLING INC.
RIGN TRANSOCEAN LTD.
BWO BW OFFSHORE LIMITED
BORR BORR DRILLING
SHLF SHELF DRILLING LTD.
VAL VALARIS LTD
NE NOBLE CORP NEW
OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
- Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
AKVA AKVA GROUP ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
AKBM AKER BIOMARINE
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
Lerøy Seafood Group ASA: Mandatory notification of trade by primary in...
Lerøy Seafood Group ASA: Mandatory notification of trade by primary insider Henning Beltestad, CEO of Lerøy Seafood Group ASA (LSG), has on November 19th 2024 bought 20,000 shares in LSG at an average price of NOK 49.6 per share. Ownership after this transaction is 84,200 shares in LSG. Please see the attached form for further details. This information is subject to the disclosure requirements pursuant to MAR article 19 and section 5-12 of the Norwegian Securities Trading Act. Attachment
Lerøy Seafood Group ASA: Meldepliktig handel for primærinnsider
Lerøy Seafood Group ASA: Meldepliktig handel for primærinnsider Henning Beltestad, konsernleder i Lerøy Seafood Group ASA (LSG), har den 19. november 2024 kjøpt 20.000 aksjer i LSG til en gjennomsnittskurs på NOK 49,6 per aksje. Beholdningen etter denne transaksjonen er 84.200 aksjer i LSG. Se vedlagte skjema for nærmere detaljer. Denne meldingen legges ut på bakgrunn av reglene i MAR art. 19 og verdipapirhandelloven § 5-12. Vedlegg
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
- ABGSC Seafood Research
- Martin Kaland
- Simon Brun
Lerøy Seafood Group ASA: Continued biological progress amid low salmon...
Lerøy Seafood Group ASA: Continued biological progress amid low salmon prices Q3 2024 AFFECTED BY LOW PRICES Lerøy Seafood Group ASA today announced a consolidated operational EBIT of MNOK 412 for the third quarter of 2024. The Farming segment reported an operational EBIT of MNOK 310. CEO Henning Beltestad commented: “The third-quarter results reflect the impact of weaker prices for salmon and trout, coupled with historically high seawater temperatures in Northern Norway, which have intensified sea lice challenges. In the short term, this has slightly moderated growth in certa...
Lerøy Seafood Group ASA: Fortsatt fremgang i biologisk prestasjon, i e...
Lerøy Seafood Group ASA: Fortsatt fremgang i biologisk prestasjon, i et kvartal med lave laksepriser Q3 24 PÅVIRKET AV LAVE LAKSEPRISER Lerøy Seafood Group ASA rapporterer i dag et konsolidert operasjonelt driftsresultat (EBIT) på MNOK 412 for tredje kvartal 2024. Havbrukssegmentet leverte et operasjonell EBIT på MNOK 310 i kvartalet. Konsernsjef Henning Beltestad kommenterte: "Resultatene for tredje kvartal er påvirket av lave priser på laks og ørret, kombinert med høyt lusepress på grunn av historisk høye sjøtemperaturer i Nord-Norge. Dette har på kort sikt ført til noe l...
- ABGSC Oil & Oil Services Research
- Haakon Amundsen
- Stian Wibstad
- Martin Huseby Karlsen
- Alexander Aukner
LSG LEROY SEAFOOD GROUP ASA
AUSS AUSTEVOLL SEAFOOD ASA
AKVA AKVA GROUP ASA
SALM SALMAR ASA
GSF GRIEG SEAFOOD ASA
MOWI MOWI ASA
BAKKA BAKKAFROST P/F
SALMOCAM SALMONES CAMANCHACA SA
IFISH ICE FISH FARM AS
ASA ATLANTIC SAPPHIRE
SALME SALMON EVOLUTION HOLDING
KING THE KINGFISH COMPANY NV
AKBM AKER BIOMARINE
ISLAX ARNARLAX AS
AFISH ARCTIC FISH HOLDING AS
MAS MÅSØVAL
- Aleksander Erstad
DOF Group (Buy, TP: NOK140.00) - Sustained momentum in Q3
We consider DOF’s Q3 report supportive of the equity case, with all segments achieving in line or above expectations, and steady cash generation driving the leverage ratio to 2.3x at quarter-end. Of the contract updates presented on the earnings call, we highlight that two more AHTS vessels have been fixed on long-term commitments, avoiding the volatile North Sea spot market. The stock is trading at a 2025e EV/EBITDA of 3.7x. We reiterate our BUY and NOK140 target price.
Lerøy Seafood Group ASA: Invitation to presentation of results for Q3 ...
Lerøy Seafood Group ASA: Invitation to presentation of results for Q3 2024 Lerøy Seafood Group ASA will present its results for Q3 2024 on 14 November 2024 at Continental Hotel, Stortingsgaten 24/26, Oslo at 08:00 CET. The presentation will be held in Norwegian followed by a Q&A session. Delicious seafood will be served from 07:45 CET. You may alternatively follow the Norwegian presentation and submit questions through a live broadcast available on . The quarterly report and presentation will be published at 06:30 CET. ...
Lerøy Seafood Group ASA: Invitasjon til presentasjon av resultater for...
Lerøy Seafood Group ASA: Invitasjon til presentasjon av resultater for 3. kvartal 2024 Lerøy Seafood Group ASA presenterer resultater for 3. kvartal 2024 den 14. november 2024 på Continental Hotel, Stortingsgaten 24/26, Oslo klokken 08:00. Det vil være mulig å stille spørsmål etter presentasjonen. Det blir servering av smakfull sjømatbuffet fra klokken 07:45. Presentasjonen vil også kunne følges som webcast på hvor det også vil være adgang til å stille spørsmål. Kvartalsrapporten og presentasjonen vil bli offentliggjort kl. 06.30 samme dag. ...
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Håkon Astrup
B2Impact (Buy, TP: NOK11.00) - Set for Q4 investment ramp-up
Q3 cash EBITDA was down 13% YOY, as reduced secured collections and normalised REO sales offset lower opex and stronger unsecured collections. With an improved capital structure, the company is preparing to step up investments in Q4, reiterating its NOK2.5bn–3.0bn investment guidance for 2024. We have made limited EPS revisions for 2025–2026e, and reiterate our BUY and NOK11 target price.
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