reports
- Stephane Foucaud
AUCTUS ON FRIDAY - 08/08/2025
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.30 per share: High production at Z&G. Low risk exploration drilling in Austria to start in 4Q25/1Q26 – 2Q25 net production of 303 boe/d was higher than our expectations of ~270 boe/d following a 5 well intervention programme at the Zisterdorf and Gaiselberg fields in the Vienna Basin. The programme included (1) repair of subsurface equipment, (2) clean out of a down hole sand control (3) perfor...
EOG EUROPA OIL & GAS (HOLDINGS) PLC
GTE GRAN TIERRA ENERGY
GPRK GEOPARK
EGY VAALCO ENERGY INC.
GENL GENEL ENERGY
ALVOF ALVOPETRO ENERGY LTD
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
VLE VALEURA ENERGY INC.
SQZ SERICA ENERGY
FEC FRONTERA ENERGY CORP
BP. BP P.L.C.
CNE CANACOL ENERGY LTD
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
ADX ADX ENERGY LTD
TNZ TENAZ ENERGY CORP
- Egor Fedorov
- James Wilson
EM Credit Spark/EM credit and trade ideas update
Plenty of macro news continues to keep EM investors on their toes. This week's jobs numbers clearly point to a slowing US economy and increases the chances of rate cuts sooner rather than later, which should see spread levels ease wider from their current tight levels. EM corporates are actively releasing 2Q/1H 2025 financial results, though few have significantly impacted bond pricing so far. We were impressed by the strong performance of Ford Otosan and Endeavour Mining, while Kosmos Energy's ...
- Stephane Foucaud
AUCTUS ON FRIDAY - 06/06/2025
Criterium Energy (CEQ CN)C; Target price of C$0.35 per share: On track for first gas in 1Q26 – 1Q25 production of 988 boe/d had been previously reported. Criterium held ~C$1.6 mm in cash at the end of 1Q25. The company has reduced its accounts payable by ~C$3.5 mm while inventory + amounts receivable were flat vs. YE24. Operations are expected to commence at North MGH in June. Four wells were shut-in in 2014 due to high GOR. Criterium is looking to re-open some of the wells in the area. No resou...
- Stephane Foucaud
AUCTUS ON FRIDAY - 09/05/2025
AUCTUS PUBLICATIONS ________________________________________ Panoro Energy (PEN NO)C; Target price of NOK49 per share: ~12 mbbl/d in 1Q25. Re-iterating FY25 guidance – 1Q25 production was ~12 mbbl/d, including 6,841 bbl/d in Gabon, 3,661 bbl/d in Equatorial Guinea and 1,492 bbl/d in Tunisia. Production in Gabon and Equatorial Guinea was previously reported by BW Energy and Kosmos Energy. Equatorial Guinea output was temporarily impacted by unplanned downtime at the Ceiba Cluster, but operations ...
EQNR EQUINOR ASA
GPRK GEOPARK
MSMN MOSMAN OIL AND GAS
CNE CAIRN ENERGY PLC
TXP TOUCHSTONE EXPLORATION
GENL GENEL ENERGY
MUR MURPHY OIL CORPORATION
PXT PAREX RESOURCES INC.
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
SQZ SERICA ENERGY
ZPHR ZEPHYR ENERGY
KOS KOSMOS ENERGY LTD.
BWE BW ENERGY
HBR HARBOUR ENERGY PLC
IGAS IGAS ENERGY PLC
TNZ TENAZ ENERGY CORP
- Stephane Foucaud
AUCTUS ON FRIDAY - 28/02/2025
AUCTUS PUBLICATIONS ________________________________________ Condor Energies (CDR CN)C; Target price of C$5.60 per share: 2nd success at bypassed carbonate formation intervals boosts production to >12 mboe/d - Condor has successfully perforated and brought online bypassed carbonate formations at a second well. As a result, production has increased from 11,455 boe/d reported last week to an average of 12,004 boe/d over the last six days. Using a combination of legacy data and reprocessed 3-D seis...
GTE GRAN TIERRA ENERGY
GPRK GEOPARK
CVX CHEVRON CORPORATION
ENI ENI S.P.A.
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
CASP CASPIAN SUNRISE
PEN PANORO ENERGY ASA
SQZ SERICA ENERGY
AOI AFRICA OIL CORP
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
JSE JADESTONE ENERGY
CRCL CORCEL
PXEN PROSPEX ENERGY PLC
ATOM ATOME ENERGY PLC
IGAS IGAS ENERGY PLC
J4V VAR ENERGI ASA
BP. BP PLC
HEVI HELIUM EVOLUTION
CDR INC. (HEVI)
CNECN CONDOR ENERGIES INC
CANACOL
- Stephane Foucaud
AUCTUS ON FRIDAY - 20/12/2024
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C; Target price of £0.80 per share: Material discovery at Alberta Llanos - The AB-1 (Alberta Llanos) exploration well has encountered four main hydrocarbon bearing reservoirs with a total true vertical depth of 121 feet, including the C7, Gacheta, Guadalupe, and Ubaque formations. The main pre-drill targets were the C7 and the Ubaque formations. The Gacheta and Guadalupe formations carried a higher risk, an...
TLW TULLOW OIL PLC
OMV OMV AG
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
CAD CADOGAN PETROLEUM
ENQ ENQUEST PLC
DNO DNO ASA CLASS A
FEC FRONTERA ENERGY CORP
ZPHR ZEPHYR ENERGY
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
OKEA OKEA
TAO TAG OIL LTD
AXL. ARROW EXPLORATION LTD
PXEN PROSPEX ENERGY PLC
J4V VAR ENERGI ASA
BP. BP PLC
CDR CONDOR ENERGIES INC
AST ASCENT RESOURCES PLC
Form 8.3 - The Vanguard Group, Inc.: Kosmos Energy Ltd.
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Kosmos Energy Ltd. 17-Dec-2024 / 14:18 GMT/BST 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 short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
Form 8.3 - The Vanguard Group, Inc.: Kosmos Energy Ltd.
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Kosmos Energy Ltd. 16-Dec-2024 / 14:18 GMT/BST 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 short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
- 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
- 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 - 10/05/2024
AUCTUS PUBLICATIONS ________________________________________ GeoPark (GPRK US)C; target price of US$26 per share: More favourable offtake contract in Colombia – GeoPark has signe da new offtake contract with Vitol for a minimum of 20 mbbl/d. The agreement improves GeoPark’s price realizations by US$0.15/bbl vs the current agreement. As part of this transaction, GeoPark will obtain immediate access to committed funding from Vitol for up to US$300 mm, with an option to increase by another US$200 m...
GPRK GEOPARK
EGY VAALCO ENERGY INC.
A2PAZ7 TETHYS PETROLEUM
GENL GENEL ENERGY
ENI ENI S.P.A.
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
SNM SHAMARAN PETROLEUM CORP.
VLE VALEURA ENERGY INC.
DNO DNO ASA CLASS A
FEC FRONTERA ENERGY CORP
BP. BP P.L.C.
DGOC DIVERSIFIED GAS & OIL
CNE CANACOL ENERGY LTD
KOS KOSMOS ENERGY LTD.
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
PLSR CN PULSAR HELIUM INC.
- Stephane Foucaud
AUCTUS ON FRIDAY - 01/03/2024
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of £A$0.65 per share: High impact well spud in Austria - The Welchau-1 gas exploration well was spudded on 24 February. Calima Energy (CE1 AU)C; target price of A$0.13 per share: Completing divestment of Blackspur – Blackspur has been sold for A$81.6 mm, after tax provisions and net debt adjustments. Calima will distribute A$80 mm (~A$12.6 per share) as dividends. The distribution is well above the m...
EGY VAALCO ENERGY INC.
TXP TOUCHSTONE EXPLORATION
PXT PAREX RESOURCES INC.
AOI. AFRICA OIL
ALVOF ALVOPETRO ENERGY LTD
AEX AMINEX
PEN PANORO ENERGY ASA
RBD REABOLD RESOURCES
MAHA A MAHA ENERGY
UOG UNITED OIL & GAS
GKP GULF KEYSTONE PETROLEUM LTD.
CE1 CALIMA ENERGY
KOS KOSMOS ENERGY LTD.
BWE BW ENERGY
I3E I3 ENERGY
SEPLAT SEPLAT ENERGY PLC
WDS WOODSIDE PETROLEUM LTD
HUI HYDROGEN UTOPIA INTERNATIONAL PLC
MEN MOLECULAR ENERGIES PLC
SEAPT NO SEACREST PETROLEO BERMUDA - SEAPT NO
PLSR CN PULSAR HELIUM INC.
ADX ADX ENERGY LTD
BCE BEACON ENERGY PLC
HEVI HELIUM EVOLUTION
MCFNF INC. (HEVI)
MCF ENERGY LTD
- Egor Fedorov
- James Wilson
EM Credit Spark/EM credit weekly
EM credit markets continue to hold up well amid the challenging macro backdrop, with some more optimism building around the higher-yielding portion of the market. With valuations fairly tight on the whole, we expect more positive technical tailwinds, such as a return of inflows to the asset class, will be needed for spreads to tighten further. Key topics: • EM Credit: Weekly review. • Egypt surges amid foreign investment from UAE. • CEEMEA corporates: Brief review of key events: ENGPRO, KZO...
- Stephane Foucaud
Auctus on Friday - 10/11/2023
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.80 per share: Rig-up at Anshof-2 – The rig-up at Anshof-2 has commenced with an expected spud date of 11 November. XST (20% WI in Anshof) will not participate in the well. ADX and MND will fund XST’s share of well costs on 50:50 basis and will in turn retain the right to 60% and 40% respectively of production from the well unless XST opts to buy back into the well at a premium of 400% to the we...
EGY VAALCO ENERGY INC.
CNE. CANACOL ENERGY LTD
OMV OMV AG
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
DNO DNO ASA CLASS A
MAHA A MAHA ENERGY
UOG UNITED OIL & GAS
FEC FRONTERA ENERGY CORP
TETY TETHYS OIL AB
KOS KOSMOS ENERGY LTD.
OXC FORZA PETROLEUM
I3E I3 ENERGY
RHC ROYAL HELIUM LTD
RDSA ROYAL DUTCH SHELL PLC
TCF TRILLION ENERGY INTERNATIONAL INC. (TCF)
SEY AFENTRA (PREVIOUSLY
ADX STERLING ENERGY)
ADX ENERGY LTD
- Stephane Foucaud
Auctus on Friday - 13/10/2023
AUCTUS PUBLICATIONS ________________________________________ Pulsar Helium (PLSR CN)C; target price of C$0.90 per share: Additional acreage should increase the size of the prize – Pulsar has signed a lease with a private mineral rights holder to expand the area of the company’s Topaz helium project. The additional mineral rights are within a 6.2 mile radius of the Topaz discovery and cover a total of 2,840 gross acres (1,049 net acres). This represents ~100% increase to the existing 1,040 net ...
- Stephane Foucaud
Auctus on Friday - 11/08/2023
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.08 per share: A high-quality industry partner in Austria to fund and accelerate Anshof development - ADX is farming out 30% WI in the Anshof discovery to MND. On closing, ADX will hold 50% WI in Anshof. MND will pay ADX ~A$3.2 mm for back costs and long lead items for the Anshof-1 and 2 wells on completion of the transaction. MND will also fund ADX’s share of drilling and completion costs of A$...
EGY VAALCO ENERGY INC.
A2PAZ7 TETHYS PETROLEUM
CNE. CANACOL ENERGY LTD
TXP TOUCHSTONE EXPLORATION
ALVOF ALVOPETRO ENERGY LTD
ADX ADX ENERGY
SNM SHAMARAN PETROLEUM CORP.
VLE VALEURA ENERGY INC.
MAHA A MAHA ENERGY
GKP GULF KEYSTONE PETROLEUM LTD.
FEC FRONTERA ENERGY CORP
KOS KOSMOS ENERGY LTD.
TAL PETROTAL (TAL)
TRIN TRINITY CAPITAL INC
HBR HARBOUR ENERGY PLC
- Stephane Foucaud
EGY US/LN, HHR AU, GPRK US, PTAL LN/TAL CN, TETY SS, AET LN, ALV CN, B...
AUCTUS PUBLICATIONS ________________________________________ GeoPark (GPRK US)C; target price of US$25 per share: Protecting shareholder returns as lower capex offsets delayed production – 1Q23 production of 36,578 boe/d had already been reported. The Indico 6 and Indico 7 wells in the CPO-5 block in Colombia are now expected to return to production in July (rather than May) when the definitive surface facilities are completed. The facilities are 60-65% complete and there is improved confidence ...
EGY VAALCO ENERGY INC.
A2PAZ7 TETHYS PETROLEUM
CNE. CANACOL ENERGY LTD
TXP TOUCHSTONE EXPLORATION
GENL GENEL ENERGY
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
ENQ ENQUEST PLC
RBD REABOLD RESOURCES
TOU TLOU ENERGY
SNM SHAMARAN PETROLEUM CORP.
DNO DNO ASA CLASS A
FEC FRONTERA ENERGY CORP
ECHO ECHO ENERGY
DGOC DIVERSIFIED GAS & OIL
SENX SERINUS ENERGY
KOS KOSMOS ENERGY LTD.
OXC FORZA PETROLEUM
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
HHR HARTSHEAD RESOURCES NL
SEY AFENTRA (PREVIOUSLY
STERLING ENERGY)
- Stephane Foucaud
Auctus on Friday - 03/03/2023
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN) C; Target price of A$0.50 per share: Good well results in Colombia – The RCE-3 well flowed naturally at rates equivalent to 2,000 bbl/d gross for four hours after unloading kill fluid. Over the last 24 hours, the well has produced at a rate of 968 bbl/d with 0% water cut. This is a very good result and compares with expectations of 600-800 bbl/d. The fact there is no water being produced at that the well i...
FP TOTAL SE
EQNR EQUINOR ASA
CNE. CANACOL ENERGY LTD
OMV OMV AG
CNE CAIRN ENERGY PLC
TXP TOUCHSTONE EXPLORATION
AOI. AFRICA OIL
ALVOF ALVOPETRO ENERGY LTD
AEX AMINEX
BOIL BARON OIL
MAHA A MAHA ENERGY
FEC FRONTERA ENERGY CORP
CE1 CALIMA ENERGY
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
JSE JADESTONE ENERGY
BWE BW ENERGY
AXL. ARROW EXPLORATION LTD
SDX SDX ENERGY
I3E I3 ENERGY
SEPLAT SEPLAT ENERGY PLC
WDS WOODSIDE PETROLEUM LTD
LBE LONGBOAT ENERGY PLC
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
WTM WHITE MOUNTAINS INSURANCE GROUP LTD
RYI RYERSON HOLDING CORPORATION
ORA ORMAT TECHNOLOGIES INC.
NBIX NEUROCRINE BIOSCIENCES INC.
LANC LANCASTER COLONY CORPORATION
HIBB HIBBETT SPORTS INC.
CRK COMSTOCK RESOURCES INC.
CF CF INDUSTRIES HOLDINGS INC.
ANIP ANI PHARMACEUTICALS INC.
FRO FRONTLINE LTD.
VALU VALUE LINE INC.
HRB H&R BLOCK INC.
CRT CROSS TIMBERS ROYALTY TRUST
EVBG EVERBRIDGE INC.
ESTE EARTHSTONE ENERGY
HBB HAMILTON BEACH BRANDS HOLDING COMPANY
CEIX CONSOL ENERGY INC
LYTS LSI INDUSTRIES INC.
PAGS PAGSEGURO DIGITAL LTD
ESSA ESSA BANCORP
FTCH FARFETCH LIMITED CLASS A
KOS KOSMOS ENERGY LTD.
STSA SATSUMA PHARMACEUTICALS
CAPR CAPRICOR THERAPEUTICS
IPI INTREPID POTASH
SNOW SNOWFLAKE INC. CLASS A
FMTX FORMA THERAPEUTICS HOLDINGS
TPL TEXAS PACIFIC LAND CORPORATION
ATNM ACTINIUM PHARMACEUTICALS INC
KOSMOS ENERGY reduced its risk exposure resulting in an upgrade to Sli...
KOSMOS ENERGY (US), a company active in the Exploration & Production industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 4 out of 4 possible stars; its market behaviour has improved and can be considered as moderately risky. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date January 14, 2022, the c...
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