reports
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Oil & Oil Services Research
- John Olaisen
TGS Q4 2024 Operational Update
TGS Q4 2024 Operational Update TGS Q4 2024 Operational Update OSLO, Norway (9 January 2025) – TGS, a leading global provider of energy data and intelligence routinely publishes a quarterly operational update six working days after quarter-end. The table below shows TGS’s normalized Ocean Bottom Node (OBN) crew count: 202220232024Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Normalized crewcount1 2.9 3.2 3.2 2.3 2.6 3.2 3.2 1.9 1.9 2.7 3.8 3.5 1) The table shows average number of crews in operation when assuming a normalized crew size. In Q4 2024 all crews were used for contract work. If crews are used for...
- Filipe Botelho
- Ian Wong
- Si Yong Ng
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
TGS Announces Dawson III 3D Seismic Survey in the Western Canadian Sed...
TGS Announces Dawson III 3D Seismic Survey in the Western Canadian Sedimentary Basin (6 January 2025) – TGS, a global provider of energy data and intelligence announced today the launch of the Dawson Phase III 3D multi-client seismic survey in the Western Canadian Sedimentary Basin. Spanning 141 square kilometers, this new survey will be merged with 121 square kilometers from the existing . Field recording has just completed, with Fast Track data expected in the first quarter of 2025 and final delivery in the second quarter of 2025. The project utilizes advanced imaging technologies, inclu...
- Steffen Evjen
TGS (Buy, TP: NOK145.00) - The proof is in the pudding
TGS looks set for a strong start to 2025 following recent contract awards potentially pushing vessel utilisation above 80% for Q1e. We also see room for it to optimise vessel utilisation with a higher share of MultiClient work in Q2–Q3, possibly extending the high vessel utilisation through the year, and effectively removing a key investor concern. We have raised our vessel utilisation assumptions, and in turn, our 2025e EBITDA by 5%, seeing ~USD300m in FCF for 2025–2026e, despite a 4% YOY decli...
- Martin Huseby Karlsen
ExxonMobil update highlights efficiency, no incremental demand for oil...
From an oil services perspective, we consider the key takeaway from ExxonMobil’s corporate update to be continued high and improving capital efficiency, allowing it to do “more with less”. By 2030e, it plans to increase production by c1m barrels per day to 5.4m barrels per day on largely flat upstream capex compared to 2023–2024 levels. This implies further efficiency improvement, which we consider on the downside for the oil services industry as it implies no need for incremental service capaci...
SDRL SEADRILL LTD
ARCHERO ARCHER
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
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AKSOO AKER SOLUTIONS ASA
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OTL ODFJELL TECHNOLOGY LTD
SDNS SHELF DRILLING NORTH SEA
DDRIL DOLPHIN DRILLING
DOFG DOF GROUP ASA
VTURA VENTURA OFFSHORE
PLSV PARATUS ENERGY SERVICES LTD.
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AMS AMS AG
RR. ROLLS-ROYCE HOLDINGS PLC
CO CASINO GUICHARD-PERRACHON SA
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TLW TULLOW OIL PLC
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105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
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RXL REXEL SA
DBG DERICHEBOURG SA
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TIT TELECOM ITALIA S.P.A.
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TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
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ARW ARROW GLOBAL GROUP PLC
NEMAKA NEMAK S.A.B. DE C.V.
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CEXA CEMEX SAB DE CV (ADR)
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DIGI DIGI COMMUNICATIONS NV
CDR CODERE S.A.
GAME GAMENET GROUP SPA
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TIFS TI FLUID SYSTEMS
NEXI NEXI S.P.A.
AXA AXACTOR SE
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- Felix Fischer
- Ian Wong
- Si Yong Ng
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
- ABGSC Energy Research
- Haakon Amundsen
- John Olaisen
- Martin Mauseth
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Stian Wibstad
TGS Awards Performance Share Units and Restricted Share Units
TGS Awards Performance Share Units and Restricted Share Units Oslo, Norway (27 November 2024) – TGS has issued awards of Performance Share Units (PSUs) and Restricted Share Units (RSUs) to 408 key employees of the Company, as authorized by the shareholders of the company at its Extraordinary General Meeting on 25 July 2024. With the exception of certain RSUs, which are secured by the Company’s treasury stock, the PSUs and RSUs are secured by free-standing warrants that, upon vesting of the PSUs and RSUs in accordance with their terms, are convertible to shares of the Company’s common stock...
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Oliver Dunvold
- Stian Wibstad
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