reports
- Daniel Slater
Audio Note: PetroTal - Q1 production and operations update
In this audio note, Zeus’ Dan Slater summarises the investment case for PetroTal. PetroTal has released its Q1 update, reporting strong production leaving the company well set to make its full year guidance, alongside highlighting flexibility in its H2-weighted 2025 CAPEX programme to allow appropriate response to forward oil prices.
- Daniel Slater
PetroTal (PTAL LN) - Q1 production and operations update - Corporate
PetroTal has released its Q1 update, reporting strong production leaving the company well set to make its full year guidance, alongside highlighting flexibility in its H2-weighted 2025 CAPEX programme to allow appropriate response to forward oil prices.
- Daniel Slater
PetroTal (PTAL LN) - Full year 2024 results - Corporate
PetroTal has released its full year results, reporting another year of cash generation as the company increased production at Bretana, investing further CAPEX in future production while still protecting the balance sheet and returning cash to shareholders.
- Daniel Slater
PetroTal (PTAL LN) - Price fall offers further value - Corporate
Despite a degree of share price underperformance over the course of 2024, this has become more acute in recent weeks, with the shares falling to levels not seen since early 2022. Since that time PetroTal has consolidated and grown its Brazil export route, materially grown production, and established a strong shareholder returns programme. We believe the recent price performance is unjustified, and provides an attractive entry point based on both our NAV and peer trading multiples, and on the upc...
- Daniel Slater
PetroTal (PTAL LN) - Block 131 acquisition closed - Corporate
PetroTal has announced closure of its Block 131 acquisition, announced in May, which contains the Los Angeles field. This will add to company production, present new drilling opportunities in the coming years, and help with oil sales via the Iquitos refinery.
- Daniel Slater
PetroTal (PTAL LN) - Q3 2024 results - Corporate
PetroTal has released its Q3 2024 results, reporting another solid period of cash generation despite Q3 being a typically lower production period due to seasonal river levels affecting oil exports. Guidance for the full year is also reiterated, alongside announcement of a 1.5c/share Q3 dividend.
- Daniel Slater
PetroTal (PTAL LN) - Q3 operations update
PetroTal has released its Q3 operations update, reporting a strong production performance and expectation of being towards the top end of full year 2024 production guidance. Development drilling at Bretana continues, the Block 131 acquisition is nearing completion, and there is also an update on the test exports via Ecuador.
- Daniel Slater
Hybridan Small Cap Feast - 8 August 2024
8th August 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: Delistings: What’s baking in the oven? ** Our daily digest of news from UK Small Caps If you would like to unsubscribe, please email with “unsubscribe me”. Hybridan Chefs Banquet Buffet*** Celebrus Technologies 280p £110.4m (CLBS.L) The data solut...
- Daniel Slater
PetroTal (PTAL LN)
PetroTal has released its Q2 2024 results, providing further detail on a strong period of production and cash flow generation to augment data already reported in July. Going into H2, we look for further drilling results as the CAPEX programme continues, production performance updates as we go through the lower river levels part of the year, and progress on export routes, including the ongoing Ecuador trials.
- Daniel Slater
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
NUE NUCOR CORPORATION
CNHI CNH INDUSTRIAL NV
WDAY WORKDAY INC. CLASS A
VALE.N VALE S.A. ADS
UEC URANIUM ENERGY CORP
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TWI TITAN INTERNATIONAL INC.
SYY SYSCO CORPORATION
RGEN REPLIGEN CORPORATION
POOL POOL CORPORATION
LEA LEAR CORPORATION
JNJ JOHNSON & JOHNSON
HSIC HENRY SCHEIN INC.
GIS GENERAL MILLS INC.
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BAX BAXTER INTERNATIONAL INC.
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DRI DARDEN RESTAURANTS INC.
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
SSD SIMPSON MANUFACTURING CO. INC.
YUMC YUM CHINA HOLDINGS INC.
MT ARCELORMITTAL
ASGN ASGN INC
ADNT ADIENT PLC
PTAL PETROTAL
GNMSY GENMAB A/S
ORIC ORIC PHARMACEUTICALS
IMCR IMMUNOCORE HOLDINGS ADS
OI O-I GLASS INC
ENOV ENOVIS CORPORATION
WMC WESTMOUNT MINERALS CORP
- Daniel Slater
- Daniel Slater
- Daniel Slater
PetroTal (PTAL LN) - Full year results follow up
Results demonstrate Bretana cash flows that allow growth CAPEX and dividends. PetroTal has produced a solid set of 2023 results. These show the cash flow generating capability of the company’s Bretana field in Peru, which enables PetroTal to both expend growth CAPEX while also making material returns to shareholders.
- Daniel Slater
PetroTal (PTAL LN) - Full year 2023 results
PetroTal has released its full year 2023 results. The company has already reported key production and cash metrics for the year, and the results today reflect this, while also providing an update on momentum in 2024, where higher production and new export routes continue to be targeted.
- Daniel Slater
- Daniel Slater
- Daniel Slater
- Daniel Slater
PetroTal (PTAL LN) - Production and operations update
PetroTal has released a production and operations update, reporting a strong uptick in production for late 2023 as higher river levels have helped increase offtake, driving an overall net production number for 2023 of 14.2mbbl/d, within existing guidance of 14-15mbbl/d
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