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John Wood Group: 1 director

A director at John Wood Group bought 25,000 shares at 133p 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 sh...

Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 28/03/2024

AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$1.00 per share: Logging results at Welchau further derisk the discovery – The logging program has confirmed open fracture networks and vuggy porosity (matrix porosity) essential for well productivity coincident with hydrocarbon shows between 1346 m and 1702 m measured depth. This represents 356 m of gross interval across three interpreted lithological sequences. This compares with only 115 m of l...

Stephane Foucaud
  • Stephane Foucaud

Pharos Energy Plc (LSE: PHAR): Re-iterating guidance. Dividend up by 1...

• FY23 production and YE23 net debt had already been reported. Pharos has re-iterated its FY24 guidance of 5.2-6.5 mboe/d (3.9-5.0 mboe/d in Vietnam plus 1.3-1.5 mbbl/d in Egypt) with net capex of US$27.1 mm. • In 2H24, Pharos plans to commence a two well drilling programme at TGT (Vietnam) and to start the development of NBS SW (Egypt). • The environment in Egypt is improving. Pharos has received a payment of ~US$10 mm from EGPC, reducing receivables from ~US$37 mm at YE23 to ~US$30 mm at the e...

Moody's affirms Ferrexpo's Caa3 CFR; outlook negative

Moody's Ratings (Moody's) affirmed Ferrexpo plc's (Ferrexpo or the company) Caa3 long term corporate family rating (CFR) and Caa3-PD probability of default rating (PDR). The outlook remains negative. RATINGS RATIONALE The affirmation of Ferrexpo's Caa3 CFR reflects the company's  exposure to gov...

Cadogan Energy Solutions: 1 director

A director at Cadogan Energy Solutions sold 15,800,000 shares at 2.60p and the significance rating of the trade was 78/100. 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 year...

Anthony Dick ... (+5)
  • Anthony Dick
  • Marc Lavaud
  • Martin Marandon-Carlhian
  • Maxime Kogge
  • Michael Foundoukidis

ODDO : Véhicules électriques : d’un excès à l’autre ?

Le momentum autour de l’électrification, moins favorable dernièrement, a conduit à un changement profond de perception, passant d’un optimisme sans doute excessif à un pessimisme qui le semble tout autant. En effet, si nous avons revu en baisse nos hypothèses, nous visons néanmoins toujours une croissance dans les années à venir (y compris cette année), bien supérieure à celle du marché automobile dans son ensemble. Face à ces changements, tous les acteurs au sein de la chaîne de...

Anthony Dick ... (+5)
  • Anthony Dick
  • Marc Lavaud
  • Martin Marandon-Carlhian
  • Maxime Kogge
  • Michael Foundoukidis

ODDO : Electric vehicles: from one extreme to another?

With momentum around electrification less favourable of late, we have seen a major shift in perception, from doubtless overly rose-tinted optimism to what looks to be similarly excessive pessimism. While we have reduced our BEV assumptions, we nonetheless still anticipate growth in the next few years (including this year), well ahead of that of the automotive market as a whole. In the face of these changes, the players in the value chain (mines, semiconductors, auto) are differen...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF Small & MIDCAP MORNING NEWS - 03/19/2024 Date Performance sin...

With momentum around electrification less favourable of late, we have seen a major shift in perception, from doubtless overly rose-tinted optimism to what looks to be similarly excessive pessimism. While we have reduced our BEV assumptions, we nonetheless still anticipate growth in the next few years (including this year), well ahead of that of the automotive market as a whole. In the face of these changes, the players in the value chain (mines, semiconductors, auto) are differently p...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/19/2024

With momentum around electrification less favourable of late, we have seen a major shift in perception, from doubtless overly rose-tinted optimism to what looks to be similarly excessive pessimism. While we have reduced our BEV assumptions, we nonetheless still anticipate growth in the next few years (including this year), well ahead of that of the automotive market as a whole. In the face of these changes, the players in the value chain (mines, semiconductors, auto) are differently p...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF Small & MIDCAP MORNING NEWS - 19/03/2024 Date Performance dep...

Le momentum autour de l’électrification, moins favorable dernièrement, a conduit à un changement profond de perception, passant d’un optimisme sans doute excessif à un pessimisme qui le semble tout autant. En effet, si nous avons revu en baisse nos hypothèses, nous visons néanmoins toujours une croissance dans les années à venir (y compris cette année), bien supérieure à celle du marché automobile dans son ensemble. Face à ces changements, tous les acteurs au sein de la chaîne de vale...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/03/2024

Le momentum autour de l’électrification, moins favorable dernièrement, a conduit à un changement profond de perception, passant d’un optimisme sans doute excessif à un pessimisme qui le semble tout autant. En effet, si nous avons revu en baisse nos hypothèses, nous visons néanmoins toujours une croissance dans les années à venir (y compris cette année), bien supérieure à celle du marché automobile dans son ensemble. Face à ces changements, tous les acteurs au sein de la chaîne de vale...

Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thijs Berkelder

ODDO : IEA report – demand revised upwards, deficit risk on the horizo...

>Demand growth: IEA more optimistic, estimates raised +110 kb/d to +1.3Mb/d - In its recent monthly report, the IEA raised its demand growth estimates for 2024 by + 110 kb/d, from +1.2 mb/d to +1.3 mb/d. This revision follows demand that has surprised on the upside in Q1 24, with +1.7 Mb/d, a level 270 kb/d higher than that forecast in the report last month. On this basis, demand is set to reach a new record, at 103.2 mb/d in 2024. This growth marks a slower pace vs...

Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thijs Berkelder

ODDO : Rapport AIE – Une demande revue en hausse, un risque de déficit...

>Croissance de la demande : l’AIE plus optimiste relève ses estimations de 110 kb/j à 1.3 Mb/j - L’AIE vient de publier son rapport mensuel dans lequel elle relève ses estimations de croissance de la demande pour 2024 de 110 kb/j passant ainsi de +1.2 Mb/j à +1.3 Mb/j. Cette révision fait suite à une demande qui surprend à la hausse au T1 24 avec +1.7 Mb/d, ce niveau est plus élevé de 270 kb/j que ce qui était prévu dans le rapport du mois dernier. Ainsi, la demande...

Baptiste Lebacq ... (+2)
  • Baptiste Lebacq
  • Jean-François Granjon

ODDO : Shareholder returns gearing up

>Supercycle and shareholder returns in the oil & gas sector - After several challenging years in which a number of players were in survival mode, the start of a supercycle signals an acceleration in free cash flow generation for certain players and thus in shareholder returns. This is particularly justified as the groups boast strengthened financial situations as well as good visibility thanks to their backlogs. Sector companies are not yet facing a problem of ab...

Baptiste Lebacq ... (+2)
  • Baptiste Lebacq
  • Jean-François Granjon

ODDO : Des retours aux actionnaires qui s’enclenchent

>Supercycle et retours à l’actionnaire dans le secteur du Oil&Gas - Après plusieurs années difficiles dans un mode « survival » pour de nombreux acteurs, l’entrée dans un mouvement de supercycle est pour certains acteurs synonymes d’accélération de la génération de free cash-flow et in-extenso du retour aux actionnaires. Ceci est d’autant plus justifié que les groupes disposent d’une situation financière renforcée ainsi que d’une bonne visibilité via leurs carnets d...

Rio Tinto: 1 director

A director at Rio Tinto bought 500 shares at 5,020p and the significance rating of the trade was 69/100. 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 showing C...

 PRESS RELEASE

Petrofac Limited: Block Listing of Shares

Petrofac Limited ( PFC) Petrofac Limited: Block Listing of Shares 13-March-2024 / 07:00 GMT/BST 13 March 2024   Petrofac Limited (the “Company”)   Block Listing of Shares     Petrofac Limited announces that an application has been made to the Financial Conduct Authority and the London Stock Exchange for the block listing and admission of 3,324,237 ordinary shares of US$0.02 each in the capital of the Company ("New Shares") to be admitted to the Official List and to be traded on the main market of the London Stock Exchange ("Admission").   The New Shares will be issued in co...

Daniel Slater
  • Daniel Slater

Audio Note: Hunting - Full year 2023 results

In this audio note, Zeus’ Daniel Slater summarises the recent news flow for Hunting. Hunting has released its full year 2023 results. These were guided to in the trading statement in January, though EBITDA has now come out ahead of this, and overall the results demonstrate a year of very significant growth. Listen to the audio note below, and read the full research here.

Daniel Slater
  • Daniel Slater

Gulf Marine Services (GMS LN) - Contract award

GMS has announced a new contract award, at improved day rates, adding to order book and overall revenue momentum

Daniel Slater
  • Daniel Slater

Audio Note: Gulf Marine Services - Contract awards and guidance upgrad...

In this audio note, Zeus’ Daniel Slater summarises the recent news flow for Gulf Marine Services. GMS has announced two new contract awards, alongside an upgrade to 2024 guidance, demonstrating ongoing strong business performance and faster deleveraging. Listen to the audio note below, and read the full research here.

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