reports
Ørsted’s financial calendar 2025
Ørsted A/S (Orsted) Ørsted’s financial calendar 2025 20-Nov-2024 / 14:37 CET/CEST 20.11.2024 14:37:13 CET | Ørsted A/S | Financial Calendar Ørsted has planned the following release dates for the financial reports and the annual general meeting: 6 February 2025: Annual report 2024 19 February 2025: Deadline for shareholders for submission of proposals for the agenda of the annual general meeting 3 April 2025: Annual general meeting 7 May 2025: Interim report for the first quarter of 2025 13 August 2025: Interim report for the first half-year of 2025 5 November 2025: Inte...
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
Energy Morning - 20 November 2024
Brent spot: USD 73.0bbl, up 0.5/bbl from last OSE close.OSX: 77.3, down 1% since last OSE close.Borr (B): receives another suspension – not unexpected but a small negative.DNO (B): "good chance that a discovery has been made" on Falstaff, positive.PEN (B) Q3: Production now above 13kboe/d.API estim
- Steffen Evjen
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
Energy Morning - 15 November 2024
Brent spot: USD 72.8bbl, up 0.99/bbl from last OSE close.OSX: 78.0, up 0.7% since last OSE close.IEA revises up call-on-OPEC for 2024, lowers 2025e.US crude oil inventory build of 2.1mbbl.PEN (B) Q3 trading update: Dussafu producing >40kboe/d, potential ~9% upside to ’25 EBITDA.BWO Q3 (B): USD 1
- Steffen Evjen
US shale: limited revisions and colour on 2025 activity levels
Our Q3 survey of the US shale universe showed limited revisions to guidance for 2024, and we still expect muted 2024 production growth of ~4–5% YOY (+8% YOY in 2023). Our survey also suggests capex down ~2% YOY, as the companies continue to guide for flat activity. Limited colour was provided on 2025 activity levels and associated capex, which we will know more about in the Q4 results season. For Q3, our universe marginally underspent its cash flow, albeit with net debt continuing to build QOQ a...
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
DNO Shares Traded Ex-Dividend
DNO Shares Traded Ex-Dividend Oslo, 14 November 2024 – DNO ASA, the Norwegian oil and gas operator, today announced that the Company’s shares will be traded ex-dividend effective 14 November 2024. A dividend payment of NOK 0.3125 per share will be made on or about 22 November 2024 to all shareholders of record as of 15 November 2024. – For further information, please contact: Media: Investors: – DNO ASA is a Norwegian oil and gas operator active in the Middle East, the North Sea and West Africa. Founded in 1971 and listed on the Oslo Stock Exchange, the Company holds stakes in onsh...
- Steffen Evjen
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
- ABGSC Renewable Energy Research
- Haakon Amundsen
- Stian Wibstad
- Steffen Evjen
Weekly news, topics & discussion
This week, DNO reported Q3 underlying results fairly in line with our estimates. It also introduced a long-term production guidance for its North Sea operations, which we find a bit too aggressive. Still, we estimate the North Sea net production to increase from 15kboed in 2024 to >20kboed in 2027. In other news, Equinor acquired a 11.8% stake from Sval Energi in the Halten East development, and BlueNord’s preliminary October production figures were at the lower end of its Q4 base production gui...
Hexagon Composites ASA: 1 director
A director at Hexagon Composites ASA sold 66,856 shares at 44.400NOK and the significance rating of the trade was 59/100. 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 ...
- Stephane Foucaud
AUCTUS ON FRIDAY - 01/11/2024
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.70 per share: Approvals to start well testing at Welchau received. Rig and test equipment mobilized – All necessary approvals have been received to commence flow testing operations on the Welchau-1 discovery well for the period from 30 October 2024 until 31 March 2025. A workover rig has been mobilised to the Welchau-1 drill site with flow testing due to commence during the second half of Novem...
GPRK GEOPARK
A2PAZ7 TETHYS PETROLEUM
SEY STERLING ENERGY PLC
ENI ENI S.P.A.
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
VLE VALEURA ENERGY INC.
EME EMPYREAN ENERGY
DNO DNO ASA CLASS A
XOM EXXON MOBIL CORPORATION
FEC FRONTERA ENERGY CORP
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
HBR HARBOUR ENERGY PLC
PRD PREDATOR OIL & GAS HOLDINGS PLC
PLSR CN PULSAR HELIUM INC.
ADX ADX ENERGY LTD
CNECN CANACOL
Approval of Prospectus and Commencement of Trading: 9.25 Percent Senio...
Approval of Prospectus and Commencement of Trading: 9.25 Percent Senior Unsecured USD 400 Million Bonds Oslo, 8 November 2024 – DNO ASA, the Norwegian oil and gas operator, today announced that the Financial Supervisory Authority of Norway on 6 November 2024 approved the prospectus prepared in connection with the listing on the Oslo Stock Exchange of the Company’s 9.25 percent USD 400 million senior unsecured callable bonds issued on 4 June 2024 with maturity in June 2029 (ISIN: NO0013243766). Trading in the bonds is expected to commence on or about 8 November 2024. The prospectus dated 6 ...
- ABGSC Oil & Oil Services Research
- John Olaisen
- Martin Mauseth
- Oliver Dunvold
- Helene Kvilhaug Brøndbo
Hexagon Composites (Buy, TP: NOK54.00) - Margin expansion materialisin...
Q3 EBITDA was NOK184m, 8% above our estimate and 13% above consensus on higher cost scalability than expected. We have raised our 2024–2026e EBITDA by 10–12%, as the strong margin trend looks set to continue, with greater scale in operations. However, we now expect a more back-end loaded 2025, in line with regular seasonality. We still view the stock as trading attractively on 2025–2026e EV/EBITDA of 9.8–7.9x. We reiterate our BUY and have raised our target price to NOK54 (50) on increased estim...
- Steffen Evjen
DNO (Buy, TP: NOK15.00) - Set for North Sea growth
We consider the Q3 results in line with expectations, with EBITDAX of USD107m versus our estimate of USD109m. While we find the new long-term North Sea production guidance a tad aggressive, implying a near doubling in production over 2024–2027, we still estimate the company will increase net production from ~15kboed in 2024 to >20kboed in 2027, while sustaining the current dividend level (yielding 12%), which should be covered by Kurdistan cash flow. We reiterate our BUY and NOK15 target price.
- ABGSC Oil & Oil Services Research
- John Olaisen
- Martin Mauseth
- Oliver Dunvold
Key Information Relating to Cash Dividend
Key Information Relating to Cash Dividend Oslo, 7 November 2024 - DNO ASA, the Norwegian oil and gas operator, today announced that pursuant to the authorization granted at the Annual General Meeting held on 6 June 2024, the Board of Directors has approved a dividend payment of NOK 0.3125 per share to be made on or about 22 November 2024 to all shareholders of record as of 15 November 2024. DNO shares will be traded ex-dividend as of 14 November 2024. Dividend amount:NOK 0.3125 per share Declared currency:NOK Last day including right:13 November 2024 Ex-date:14 November 2024 Record date...
DNO Reports Solid Third Quarter Results
DNO Reports Solid Third Quarter Results Oslo, 7 November 2024 – DNO ASA, the Norwegian oil and gas operator, today reported a 24 percent increase in revenue to USD 170 million in the third quarter of 2024, with operating profit also higher at USD 31 million, up from an operating loss of USD 3 million in the previous quarter. Third quarter net production averaged 77,200 barrels of oil equivalent per day (boepd), to which Kurdistan contributed 63,200 boepd, North Sea 11,200 boepd and West Africa 2,800 boepd. Kurdistan production was up and sold at higher prices in the local market with payme...
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