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ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Oliver Dunvold
  • Stian Wibstad
Steffen Evjen
  • Steffen Evjen

Valuation update

In this note, we show updated valuation statistics for the E&P sector.

 PRESS RELEASE

DNO Adds Its Ninth Discovery in North Sea Core Area

DNO Adds Its Ninth Discovery in North Sea Core Area Oslo, 17 December 2024 – DNO ASA, the Norwegian oil and gas operator, today announced an oil and gas discovery on the Ringand prospect in the Norwegian North Sea license PL923/923B in which the Company’s wholly-owned subsidiary DNO Norge AS holds a 20 percent interest. Preliminary estimates of gross recoverable resources are in the range of 2-13 million barrels of oil equivalent (MMboe) on a P90-P10 basis with a mean of 10 MMboe. Together with its partners Equinor Energy AS (60 percent and operator) and Petoro AS (20 percent), DNO will co...

Jean-François Granjon
  • Jean-François Granjon
Jean-François Granjon
  • Jean-François Granjon
Steffen Evjen
  • Steffen Evjen

Weekly news, topics & discussion

E&P Sector (DNB Markets) (, ) - Weekly news, topics & discussion (26 pages)

Steffen Evjen
  • Steffen Evjen

Valuation update

In this note, we show updated valuation statistics for the E&P sector

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Oliver Dunvold
  • Stian Wibstad
 PRESS RELEASE

Trym Reboot Boosts North Sea Output

Trym Reboot Boosts North Sea Output Oslo, 9 December 2024 – DNO ASA, the Norwegian oil and gas operator, today announced that its operated Trym field in the Norwegian North Sea license PL147 (DNO 50 percent) is back on production after a five-year shutdown during which TotalEnergies redeveloped the Tyra field infrastructure in the Danish North Sea to which Trym is tied back. First commissioned in 2011, Trym is expected to contribute 3,000 barrels of oil equivalent per day (boepd) net to DNO at plateau. Remaining reserves are estimated at two million barrels of oil equivalent (MMboe) net t...

Steffen Evjen
  • Steffen Evjen

Weekly news, topics & discussion

This week, Equinor announced a joint venture with Shell for its UK assets. We consider this a sensible move for Equinor, reducing its exposure to Rosebank (and likely cutting near-term organic capex by ~3–4%), while boosting near-term production by ~1.5% and accelerating the use of its significant UK tax loss position through increased production. In other news, Pål Eitrheim, EVP Renewables at Equinor, is leaving the company after 26 years. Finally, for Panoro Energy, we expect increased dividen...

Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 06/12/2024

AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LN)C; Target price of £0.08 per share: US$100 mm guarantees highlight the value of the South Africa energy trading business - British International Investment (BII) and GuarantCo have announced a US$100 mm guarantee finance facility for Etana Energy, the South African electricity trading platform which is owned and was co-founded by Chariot (49%) and H1 Holdings (51%). Etana is one of the few companies holding an electric...

 PRESS RELEASE

NKT A/S afslutter aktietilbagekøbsprogram

NKT A/S afslutter aktietilbagekøbsprogram Selskabsmeddelelse 4. december 2024 Meddelelse nr. 37 NKT A/S afslutter aktietilbagekøbsprogram Den 3. december 2024 iværksatte NKT A/S et aktietilbagekøbsprogram for at opfylde forpligtelser vedrørende selskabets aktiebaserede incitamentsprogrammer for medarbejdere, som oplyst i selskabsmeddelelse nr. 36 af 2. december 2024. Dette aktietilbagekøbsprogram er nu afsluttet. Aktietilbagekøbsprogrammet blev gennemført i overensstemmelse med Europa-Parlamentets og Rådets forordning nr. 596/2014 af 16. april 2014 (MAR) og Kommissionens deleger...

 PRESS RELEASE

NKT A/S concludes share buyback programme

NKT A/S concludes share buyback programme Company Announcement 4 December 2024Announcement No. 37 NKT A/S concludes share buyback programme On 3 December 2024, NKT A/S initiated a share buyback programme to meet obligations relating to the Company’s share-based incentive programmes for employees, as informed in Company Announcement no. 36 of 2 December 2024. This share buyback programme has now been concluded. The share buyback programme was done in accordance with Regulation No. 596/2014 of the European Parliament and Council of 16 April 2014 (MAR) and Commission Delegated Regulation (...

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Oliver Dunvold
  • Stian Wibstad
 PRESS RELEASE

Initiation of share buyback programme to meet obligations for share-ba...

Initiation of share buyback programme to meet obligations for share-based incentives Company Announcement 2 December 2024Announcement No. 36 Initiation of share buyback programme to meet obligations for share-based incentives The Board of Directors of NKT A/S has decided to exercise the authority to buy back shares granted by the Annual General Meeting on 25 March 2021. The authorization is valid in the period until 31 March 2026 and the Board of Directors is authorised to arrange for acquisition of the Company’s own shares up to a nominal value of 10% of the share capital. The authoriza...

Stephane Foucaud
  • Stephane Foucaud

Panoro Energy ASA (OSE: PEN): Reflecting on Akeng Deep results. Divide...

• Oil zones were encountered in the Upper Albian at Akeng Deep. • While the sands appear thinner than expected and the quantity of oil is sub-commercial, the discovery of oil confirms an active petroleum system in this exploration area. • The company will recalibrate the subsurface model to assess whether the presence of oil supports further exploration and appraisal activities in the area. The results are viewed as encouraging. • For the time being, we are now not attributing any value to Akeng...

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Åsne Holsen
  • Daniel Vårdal Haugland
  • Haakon Amundsen
  • John Olaisen
  • Oliver Dunvold
  • Stian Wibstad
Steffen Evjen
  • Steffen Evjen

Panoro Energy (Buy, TP: NOK38.00) - Loading up

We consider the recent refinancing positive, and with enhanced financial flexibility, we expect increasing dividends and potential future M&A. As the stock is trading at a P/NAV of 0.55x, despite having significantly de-risked its production outlook in Gabon, we find an attractive entry level, with 2025–2026e FCF yields of 30–35%. We reiterate our BUY and NOK38 target price.

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