reports
- Felix Fischer
- Haidje Rustau
- Ian Wong
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Odigeo, Engineering Group, Teva, Versuni (formerly Philips Domestic Appliances), Alain Afflelou, Eircom, Iliad, Borr Drilling, Ithaca Energy, Tullow Oil, Victoria, TUI Cruises, Axactor, McLaren, EVOCA, Flos B&B Italia (formerly International Design Group)
- Stephane Foucaud
AUCTUS ON FRIDAY - 09/08/2024
AUCTUS PUBLICATIONS ________________________________________ Panoro Energy (PEN NO)C; Target price NOK52 per share: All eyes on EG – 1H24 production was 9,168 bbl/d. EG and Gabon production had already been disclosed. 1H24 production in Tunisia was 1,670 bbl/d (we forecasted 1,760 bbl/d) given subdued activities. In EG, the first infill well encountered the primary and secondary reservoirs in line with expectations. Production is expected to begin early September. The second infill well is expec...
GTE GRAN TIERRA ENERGY
EGY VAALCO ENERGY INC.
BLVN BOWLEVEN PLC
A2PAZ7 TETHYS PETROLEUM
CNE. CANACOL ENERGY LTD
GENL GENEL ENERGY
ALVOF ALVOPETRO ENERGY LTD
PEN PANORO ENERGY ASA
SAVE SAVANNAH ENERGY
VLE VALEURA ENERGY INC.
DNO DNO ASA CLASS A
FEC FRONTERA ENERGY CORP
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
PXOG PROSPEX OIL & GAS
PRD PREDATOR OIL & GAS HOLDINGS PLC
- Stephane Foucaud
AUCTUS ON FRIDAY - 17/05/2024
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C; target price of £0.50 per share: Spudding high impact well – Drilling operations have started at the Carrizales Norte B Pad Horizontal Well 1. This is the first horizontal well drilled in the Ubaque on Tapir. Three more horizontal wells will be drilled on the pad. Delivering good flow rates at these wells will be very important for future production growth. Arrow held US$12.4 mm in cash at the beginning ...
TLW TULLOW OIL PLC
GPRK GEOPARK
TXP TOUCHSTONE EXPLORATION
AOI. AFRICA OIL
CASP CASPIAN SUNRISE
CHAR CHARIOT OIL & GAS
MAHA A MAHA ENERGY
GKP GULF KEYSTONE PETROLEUM LTD.
ZPHR ZEPHYR ENERGY
SENX SERINUS ENERGY
TAO TAG OIL LTD
AXL. ARROW EXPLORATION LTD
HBR HARBOUR ENERGY PLC
KIST KISTOS PLC
PLSR CN PULSAR HELIUM INC.
Tullow Oil: 1 director
A director at Tullow Oil bought 54,000 shares at 36p and the significance rating of the trade was 68/100. 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 ...
- Stephane Foucaud
AUCTUS ON FRIDAY - 08/03/2024
AUCTUS PUBLICATIONS ________________________________________ Panoro Energy (PEN NO)C; target price of NOK47 per share: Hibiscus South on stream at 5-6 mbbl/d – The Hibiscus South well has been put in production at a rate of 5-6 mbbl/d. Once stabilized this should take production at Dussafu to ~30 mbbl/d. Pulsar Helium (PLSR CN)C; target price of C$0.80 per share: High Helium concentration at high impact appraisal well – The Jetstream #1 appraisal well at the Topaz helium project in Minnesota en...
TLW TULLOW OIL PLC
TXP TOUCHSTONE EXPLORATION
AOI. AFRICA OIL
ALVOF ALVOPETRO ENERGY LTD
EOG. ECO ATLANTIC OIL & GAS
BPV BAHAMAS PETROLEUM CO. PLC
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
SQZ SERICA ENERGY
FEC FRONTERA ENERGY CORP
BLOE BLOCK ENERGY
ZPHR ZEPHYR ENERGY
HE1 HELIUM ONE GLOBAL
HBR HARBOUR ENERGY PLC
HHR HARTSHEAD RESOURCES NL
PLSR CN PULSAR HELIUM INC.
IVZ INVICTUS ENERGY
- Stephane Foucaud
Auctus on Friday - 26/01/2024
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.65 per share: Drilling rig on location of high impact well by the end of January – A rig is expected to be mobilised to the high impact Welchau-1 drilling location during the last week of January. Drilling is expected to last for 6-8 weeks. The total vertical depth of the well is only 1,800 m with a dry hole cost estimated at ~EUR5.1 mm. Welchau gross prospective resources have been independent...
FP TOTAL SE
EQNR EQUINOR ASA
TLW TULLOW OIL PLC
RKH ROCKHOPPER EXPLORATION
GENL GENEL ENERGY
KAR KAROON GAS AUSTRALIA LTD.
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
UOG UNITED OIL & GAS
BP. BP P.L.C.
TAL PETROTAL (TAL)
WDS WOODSIDE PETROLEUM LTD
BCOW 1895 BANCORP OF WISCONSIN INC
SEY AFENTRA (PREVIOUSLY
GTE STERLING ENERGY)
ADX GRAN TIERRA ENERGY INC.
IVZ ADX ENERGY LTD
J4V INVICTUS ENERGY
BWEFF VAR ENERGI ASA
BW ENERGY LTD
- Stephane Foucaud
Auctus on Friday - 03/02/2023
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.80 per share: Drilling commences at Anshof-2 – Drilling at Anshof-2 has started. The well is targeting the field’s possible reserves with an unrisked NAV of A$0.23 per share. A success would open-up the 3C case with an additional A$0.26 per share unrisked NAV. Arrow Exploration (AXL LN/CN)C; target price of £0.55 per share: High flow and a new discovery at RCE-6. Larger volumes than expected a...
TLW TULLOW OIL PLC
GPRK GEOPARK
TXP TOUCHSTONE EXPLORATION
GENL GENEL ENERGY
AOI. AFRICA OIL
PEN PANORO ENERGY ASA
VLE VALEURA ENERGY INC.
MAHA A MAHA ENERGY
PMG PARKMEAD GROUP
DGOC DIVERSIFIED GAS & OIL
ENOG ENERGEAN PLC
ZPHR ZEPHYR ENERGY
WEN WENTWORTH RESOURCES PLC
JSE JADESTONE ENERGY
AXL. ARROW EXPLORATION LTD
TAL PETROTAL (TAL)
RDSA ROYAL DUTCH SHELL PLC
ATOM ATOME ENERGY PLC
PLSR CN PULSAR HELIUM INC.
ADX ADX ENERGY LTD
BCE BEACON ENERGY PLC
BWEFF BW ENERGY LTD
- Stephane Foucaud
Auctus on Friday - 15/09/2023
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C: target price of £0.55 per share: Tripling 2P reserves at Tapir – The 2P reserves at Carrizales Norte (net to Arrow) have been estimated at 3.92 mmbbl with an 3P upside case of 6.62 mmbbl (1.82 mmbbl of 1P reserves). The 2P reserves at Carrizales Norte are ~2x larger than at Rio Crave Este with overall net 2P reserves at Tapir increased to ~6 mmbbl. The 2P reserves at Carrizales Norte are also 2x the pre ...
EOG EUROPA OIL & GAS (HOLDINGS) PLC
TLW TULLOW OIL PLC
CNE CAIRN ENERGY PLC
PEN PANORO ENERGY ASA
IOG INDEPENDENT OIL & GAS
PHAR PHAROS ENERGY
MAHA A MAHA ENERGY
CE1 CALIMA ENERGY
PTAL PETROTAL
AXL. ARROW EXPLORATION LTD
ITH ITHACA ENERGY PLC
LBE LONGBOAT ENERGY PLC
SEY AFENTRA (PREVIOUSLY
IGAS STERLING ENERGY)
IGAS ENERGY
- Stephane Foucaud
AUCTUS ON FRIDAY - 14/07/2023
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.10 per share: Securing additional loan to prepare for drilling – ADX is issuing A$1.5 mm of loan notes with a term of 18 months. A$1.0 mm of the loan notes carry an interest rate of 8% per annum with 30 mm options with an exercise price of A$0.01 per share and 30 mm options with an exercise price of A$0.014 per share. The balance of the loan notes carry an interest rate of 12% per annum with 2...
TLW TULLOW OIL PLC
GTE GRAN TIERRA ENERGY
OMV OMV AG
AOI. AFRICA OIL
ADX ADX ENERGY
CHAR CHARIOT OIL & GAS
IOG INDEPENDENT OIL & GAS
VLE VALEURA ENERGY INC.
DNO DNO ASA CLASS A
MATD PETRO MATAD
DELT DELTIC ENERGY
MAHA A MAHA ENERGY
ZPHR ZEPHYR ENERGY
OKEA OKEA
TRIN TRINITY CAPITAL INC
RDSA ROYAL DUTCH SHELL PLC
PNOR PETRONOR E&P LTD
PRD PREDATOR OIL & GAS HOLDINGS PLC
- Stephane Foucaud
Auctus on Friday - 26/05/2023
AUCTUS PUBLICATIONS ________________________________________ Hartshead Resources (HHR AU)C; target price of A$0.18 per share: On tack for first gas in 2025 – The FDP for Phase I is nearing completion and will be submitted in two weeks. The project continues to be expected to reach first gas in 2025. Panoro Energy (PEN NO)C; target price of NOK50 per share: Executing on plans. Declaring a ~US$3 mm quarterly dividend – 1Q23 production of 6,320 bbl/d had already been reported and net debt of US$25...
- Stephane Foucaud
Auctus on Friday - 28/04/2023
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C: Target price of A$0.100 per share: 1Q23 update – 1Q23 production in Austria was 299 boe/d. The company held A$3.41 mm in cash at the end of March. Criterium Energy (CEQ CN)C: On track for near term acquisition – The FY22 financials were in line with our expectations. The company held C$3.7 mm in cash at YE22. Criterium has also filed the notice of intention to file a short form prospectus. This could be an indica...
FP TOTAL SE
SEPL SEPLAT PETROLEUM DEVELOPMENT COMPANY
EOG EUROPA OIL & GAS (HOLDINGS) PLC
TLW TULLOW OIL PLC
HES HESS CORPORATION
OMV OMV AG
CNE CAIRN ENERGY PLC
TXP TOUCHSTONE EXPLORATION
ENI ENI S.P.A.
REP REPSOL SA
ADX ADX ENERGY
BPV BAHAMAS PETROLEUM CO. PLC
PEN PANORO ENERGY ASA
RBD REABOLD RESOURCES
UKOG UK OIL & GAS PLC
UOG UNITED OIL & GAS
GKP GULF KEYSTONE PETROLEUM LTD.
OKEA OKEA
JSE JADESTONE ENERGY
SDX SDX ENERGY
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
TRIN TRINITY EXPLORATION & PRODUCTION
HHR HARTSHEAD RESOURCES NL
CEQ CRITERIUM ENERGY LTD.
NOG NOSTRUM OIL & GAS PLC
- Stephane Foucaud
Auctus on Friday - 10/03/2023
AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LM) C; Target price of £0.55 per share: One step closer to FID – Production ramp-up quicker than expected – Chariot has completed the Front-End Engineering and Design (FEED) on the key components of the Anchois gas development project. The FEED confirms a plateau production of 105 mmcf/d from three wells including the existing Anchois-2 well, subsea infrastructure to an onshore central processing facility and an onshore g...
GPRK GEOPARK
TXP TOUCHSTONE EXPLORATION
GENL GENEL ENERGY
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
CHAR CHARIOT OIL & GAS
IOG INDEPENDENT OIL & GAS
SNM SHAMARAN PETROLEUM CORP.
GKP GULF KEYSTONE PETROLEUM LTD.
AOI AFRICA OIL CORP
ZPHR ZEPHYR ENERGY
TGIF 1933 INDUSTRIES
DME DESERT MOUNTAIN ENERGY CORP.
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
LBE LONGBOAT ENERGY PLC
CEQ CRITERIUM ENERGY LTD.
- Stephane Foucaud
Auctus on Friday - 17/02/2023
AUCTUS PUBLICATIONS ________________________________________ Calima Energy (CE1 AU)C: Target price of A$0.50 per share: Positive testing results opens the Montney - Calima has so far obtained very good results from the re-testing of the Calima #2 and Calima #3 wells. This could de-risk the initial development of the Montney with potential for production in 2024. This could also materially increase the likelihood of attracting an industry partner. Calima has been estimated to hold 2C contingent r...
TLW TULLOW OIL PLC
EGY VAALCO ENERGY INC.
A2PAZ7 TETHYS PETROLEUM
CNE CAIRN ENERGY PLC
REP REPSOL SA
BOIL BARON OIL
ENQ ENQUEST PLC
RBD REABOLD RESOURCES
IOG INDEPENDENT OIL & GAS
SNM SHAMARAN PETROLEUM CORP.
CE1 CALIMA ENERGY
ZPHR ZEPHYR ENERGY
SENX SERINUS ENERGY
2223868Z ITHACA ENERGY UK LTD
TAL PETROTAL (TAL)
LBE LONGBOAT ENERGY PLC
Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc 28-Oct-2022 / 13:54 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and ...
Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc 27-Oct-2022 / 13:37 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and ...
Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc 26-Oct-2022 / 13:24 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and ...
Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc 25-Oct-2022 / 13:59 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and ...
Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc 24-Oct-2022 / 14:00 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and ...
Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc 21-Oct-2022 / 12:57 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and ...
Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Tullow Oil plc 20-Oct-2022 / 13:46 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and ...
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