2026 Q1 -tulosraportti
18 päivää sitten
‧39 min
0,0371 USD/osake
Viimeisin osinko
9,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 108 | - | - | ||
| 3 352 | - | - | ||
| 444 | - | - | ||
| 387 | - | - | ||
| 500 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sittenPIPER SANDLER: Strait of Hormuz closed for months – Oil towards new record levels ! Piper Sandler – which has one of the absolute heaviest and most accurate track records on Wall Street when it comes to macro and energy .... One thing is certain Meren Energy is truly well positioned... Piper Sandler's key points: Strait of Hormuz remains closed: They expect the strait to be largely completely closed for several more months. No quick recovery: The probability of commercial traffic reaching even 50 % of normal levels within the next month is minimal. Acute shortage this summer: The global emergency reserves that have cushioned the blow are starting to run out. As we enter summer, the supply crisis becomes acute. Oil towards new record highs: Piper Sandler is clear – expect new "highs" for the oil price during the summer. Many small investors and short-term algorithms sell off on temporary ceasefire headlines, but they miss the geopolitical game. The Pentagon has warned in its own internal analyses that the closure could last six months or more. Iran believes it has enormous negotiating leverage and will not back down easily. The latest American defensive strikes against Iranian mine-laying also show that the situation is extremely fragile. The market has priced in a solution in advance that experts say will not come
·21.5.X day today DI wrote that it was yesterday?
·19.5.This company is a big disappointment. Terrible management and terrible operation.
·20.5.I don't really have my own opinion on the current management's competence, but am disappointed with how the company (and the share price) has developed over the last 12-13 years. Back when they found oil in Kenya, everything looked very bright, but it looks like Kenya still has a journey ahead before they start producing on a larger scale (as Africa Oil and Tullow already planned back then) from those discoveries. Unfortunately, it ended with A-Oil/Meren selling for "pennies on the dollar"...- ·18.5.Part 1 Meren Energy one of the most undervalued growth companies… Enormous valuation discount! over 100 percent Meren Energy appears to be one of the most undervalued growth companies in the energy sector as of May 2026. The market has largely priced in a sharp and prolonged decrease (decline) in the Nigerian assets, while assigning a negative or non-existent value to the Company's exceptional deepwater portfolio in the Orange Basin. Despite the Company controlling a high-margin portfolio with strong cash flows and a world-leading position in the Orange Basin, the stock trades at a significant valuation discount. My report deconstructs the Company's financial position after the first quarter of 2026 (ended March 31, 2026), performs a relative and cash flow-based valuation, and maps the strategic potential of the unrealized assets. Financial position and operational development (Q1 2026) Financially, the period's reported earnings were highly impacted by unrealized, non-cash flow impacting hedging effects. However, operating cash flow before changes in working capital amounted to a solid 79.0 million USD, confirming the underlying portfolio's strong cash flow generation. In January 2026, Meren and its partners renegotiated the gas agreement for PML 2/3 to lock in higher prices linked to buyers' current LNG economy. This allowed Meren to book an additional gas revenue of a full 40.8 million USD during Q1 2026. This shows that the Nigerian assets are not just about oil-decline, but have a growing and much more profitable gas component than the market has priced in so far. During Q1, Meren delivered a production of 28,400 boepd (WI) and 31,000 boepd (entitlement), which is at the absolute top of the company's full-year forecast (guidance) for 2026. The Company is thus extremely well positioned to beat or reach the upper limit of its financial targets, which makes the discount even more remarkable. During the quarter (March 27, 2026), Meren successfully refinanced and expanded its RBL facility (Reserves Based Lending) to 600 million USD (with the possibility of 1 billion USD via an accordion solution) and extended the maturity to 2032. This provides the company with enormous financial flexibility and lowers the interest component (the margin was lowered by 0.125 %). Strategic potential in the deepwater portfolio In the deepwater areas off Nigeria, the long-term strategy is focused on exploiting undeveloped discoveries (Preowei and Egina South) through short, capital-efficient subsea connections (tie-backs) to the existing FPSO units Egina and Akpo. Since no new large-scale floating infrastructure needs to be built, break-even costs are reduced to below 30 USD/bbl. This extends the lifespan of the Company's Nigerian assets well into the 2040s and secures long-term cash flows to finance the Company's generous dividend policy. Strategic importance of deepwater assets in West Africa In a geopolitical situation where international buyers seek stable and secure crude oil sources outside the Middle East, West Africa emerges as a strategically vital region. Meren's unique combination of strong deepwater cash flows, a virtually debt-free balance sheet, and undeveloped growth options makes the Company an ideal acquisition candidate for global energy giants.
·19.5.Thanks for a nice summary of Meren! I have Meren as one of my largest holdings. I believe that an opening of the Strait of Hormuz will lead to a temporary decrease in both the oil price and Meren's share price. I'll wait and see if a better buying opportunity arises then to increase the holding. I see Meren as an excellent stock to own long-term, it will continue to provide high dividends.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
18 päivää sitten
‧39 min
0,0371 USD/osake
Viimeisin osinko
9,00%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenPIPER SANDLER: Strait of Hormuz closed for months – Oil towards new record levels ! Piper Sandler – which has one of the absolute heaviest and most accurate track records on Wall Street when it comes to macro and energy .... One thing is certain Meren Energy is truly well positioned... Piper Sandler's key points: Strait of Hormuz remains closed: They expect the strait to be largely completely closed for several more months. No quick recovery: The probability of commercial traffic reaching even 50 % of normal levels within the next month is minimal. Acute shortage this summer: The global emergency reserves that have cushioned the blow are starting to run out. As we enter summer, the supply crisis becomes acute. Oil towards new record highs: Piper Sandler is clear – expect new "highs" for the oil price during the summer. Many small investors and short-term algorithms sell off on temporary ceasefire headlines, but they miss the geopolitical game. The Pentagon has warned in its own internal analyses that the closure could last six months or more. Iran believes it has enormous negotiating leverage and will not back down easily. The latest American defensive strikes against Iranian mine-laying also show that the situation is extremely fragile. The market has priced in a solution in advance that experts say will not come
- ·21.5.X day today DI wrote that it was yesterday?
- ·19.5.This company is a big disappointment. Terrible management and terrible operation.·20.5.I don't really have my own opinion on the current management's competence, but am disappointed with how the company (and the share price) has developed over the last 12-13 years. Back when they found oil in Kenya, everything looked very bright, but it looks like Kenya still has a journey ahead before they start producing on a larger scale (as Africa Oil and Tullow already planned back then) from those discoveries. Unfortunately, it ended with A-Oil/Meren selling for "pennies on the dollar"...
- ·18.5.Part 1 Meren Energy one of the most undervalued growth companies… Enormous valuation discount! over 100 percent Meren Energy appears to be one of the most undervalued growth companies in the energy sector as of May 2026. The market has largely priced in a sharp and prolonged decrease (decline) in the Nigerian assets, while assigning a negative or non-existent value to the Company's exceptional deepwater portfolio in the Orange Basin. Despite the Company controlling a high-margin portfolio with strong cash flows and a world-leading position in the Orange Basin, the stock trades at a significant valuation discount. My report deconstructs the Company's financial position after the first quarter of 2026 (ended March 31, 2026), performs a relative and cash flow-based valuation, and maps the strategic potential of the unrealized assets. Financial position and operational development (Q1 2026) Financially, the period's reported earnings were highly impacted by unrealized, non-cash flow impacting hedging effects. However, operating cash flow before changes in working capital amounted to a solid 79.0 million USD, confirming the underlying portfolio's strong cash flow generation. In January 2026, Meren and its partners renegotiated the gas agreement for PML 2/3 to lock in higher prices linked to buyers' current LNG economy. This allowed Meren to book an additional gas revenue of a full 40.8 million USD during Q1 2026. This shows that the Nigerian assets are not just about oil-decline, but have a growing and much more profitable gas component than the market has priced in so far. During Q1, Meren delivered a production of 28,400 boepd (WI) and 31,000 boepd (entitlement), which is at the absolute top of the company's full-year forecast (guidance) for 2026. The Company is thus extremely well positioned to beat or reach the upper limit of its financial targets, which makes the discount even more remarkable. During the quarter (March 27, 2026), Meren successfully refinanced and expanded its RBL facility (Reserves Based Lending) to 600 million USD (with the possibility of 1 billion USD via an accordion solution) and extended the maturity to 2032. This provides the company with enormous financial flexibility and lowers the interest component (the margin was lowered by 0.125 %). Strategic potential in the deepwater portfolio In the deepwater areas off Nigeria, the long-term strategy is focused on exploiting undeveloped discoveries (Preowei and Egina South) through short, capital-efficient subsea connections (tie-backs) to the existing FPSO units Egina and Akpo. Since no new large-scale floating infrastructure needs to be built, break-even costs are reduced to below 30 USD/bbl. This extends the lifespan of the Company's Nigerian assets well into the 2040s and secures long-term cash flows to finance the Company's generous dividend policy. Strategic importance of deepwater assets in West Africa In a geopolitical situation where international buyers seek stable and secure crude oil sources outside the Middle East, West Africa emerges as a strategically vital region. Meren's unique combination of strong deepwater cash flows, a virtually debt-free balance sheet, and undeveloped growth options makes the Company an ideal acquisition candidate for global energy giants.·19.5.Thanks for a nice summary of Meren! I have Meren as one of my largest holdings. I believe that an opening of the Strait of Hormuz will lead to a temporary decrease in both the oil price and Meren's share price. I'll wait and see if a better buying opportunity arises then to increase the holding. I see Meren as an excellent stock to own long-term, it will continue to provide high dividends.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 108 | - | - | ||
| 3 352 | - | - | ||
| 444 | - | - | ||
| 387 | - | - | ||
| 500 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 |
2026 Q1 -tulosraportti
18 päivää sitten
‧39 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 16.5.2025 |
0,0371 USD/osake
Viimeisin osinko
9,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenPIPER SANDLER: Strait of Hormuz closed for months – Oil towards new record levels ! Piper Sandler – which has one of the absolute heaviest and most accurate track records on Wall Street when it comes to macro and energy .... One thing is certain Meren Energy is truly well positioned... Piper Sandler's key points: Strait of Hormuz remains closed: They expect the strait to be largely completely closed for several more months. No quick recovery: The probability of commercial traffic reaching even 50 % of normal levels within the next month is minimal. Acute shortage this summer: The global emergency reserves that have cushioned the blow are starting to run out. As we enter summer, the supply crisis becomes acute. Oil towards new record highs: Piper Sandler is clear – expect new "highs" for the oil price during the summer. Many small investors and short-term algorithms sell off on temporary ceasefire headlines, but they miss the geopolitical game. The Pentagon has warned in its own internal analyses that the closure could last six months or more. Iran believes it has enormous negotiating leverage and will not back down easily. The latest American defensive strikes against Iranian mine-laying also show that the situation is extremely fragile. The market has priced in a solution in advance that experts say will not come
- ·21.5.X day today DI wrote that it was yesterday?
- ·19.5.This company is a big disappointment. Terrible management and terrible operation.·20.5.I don't really have my own opinion on the current management's competence, but am disappointed with how the company (and the share price) has developed over the last 12-13 years. Back when they found oil in Kenya, everything looked very bright, but it looks like Kenya still has a journey ahead before they start producing on a larger scale (as Africa Oil and Tullow already planned back then) from those discoveries. Unfortunately, it ended with A-Oil/Meren selling for "pennies on the dollar"...
- ·18.5.Part 1 Meren Energy one of the most undervalued growth companies… Enormous valuation discount! over 100 percent Meren Energy appears to be one of the most undervalued growth companies in the energy sector as of May 2026. The market has largely priced in a sharp and prolonged decrease (decline) in the Nigerian assets, while assigning a negative or non-existent value to the Company's exceptional deepwater portfolio in the Orange Basin. Despite the Company controlling a high-margin portfolio with strong cash flows and a world-leading position in the Orange Basin, the stock trades at a significant valuation discount. My report deconstructs the Company's financial position after the first quarter of 2026 (ended March 31, 2026), performs a relative and cash flow-based valuation, and maps the strategic potential of the unrealized assets. Financial position and operational development (Q1 2026) Financially, the period's reported earnings were highly impacted by unrealized, non-cash flow impacting hedging effects. However, operating cash flow before changes in working capital amounted to a solid 79.0 million USD, confirming the underlying portfolio's strong cash flow generation. In January 2026, Meren and its partners renegotiated the gas agreement for PML 2/3 to lock in higher prices linked to buyers' current LNG economy. This allowed Meren to book an additional gas revenue of a full 40.8 million USD during Q1 2026. This shows that the Nigerian assets are not just about oil-decline, but have a growing and much more profitable gas component than the market has priced in so far. During Q1, Meren delivered a production of 28,400 boepd (WI) and 31,000 boepd (entitlement), which is at the absolute top of the company's full-year forecast (guidance) for 2026. The Company is thus extremely well positioned to beat or reach the upper limit of its financial targets, which makes the discount even more remarkable. During the quarter (March 27, 2026), Meren successfully refinanced and expanded its RBL facility (Reserves Based Lending) to 600 million USD (with the possibility of 1 billion USD via an accordion solution) and extended the maturity to 2032. This provides the company with enormous financial flexibility and lowers the interest component (the margin was lowered by 0.125 %). Strategic potential in the deepwater portfolio In the deepwater areas off Nigeria, the long-term strategy is focused on exploiting undeveloped discoveries (Preowei and Egina South) through short, capital-efficient subsea connections (tie-backs) to the existing FPSO units Egina and Akpo. Since no new large-scale floating infrastructure needs to be built, break-even costs are reduced to below 30 USD/bbl. This extends the lifespan of the Company's Nigerian assets well into the 2040s and secures long-term cash flows to finance the Company's generous dividend policy. Strategic importance of deepwater assets in West Africa In a geopolitical situation where international buyers seek stable and secure crude oil sources outside the Middle East, West Africa emerges as a strategically vital region. Meren's unique combination of strong deepwater cash flows, a virtually debt-free balance sheet, and undeveloped growth options makes the Company an ideal acquisition candidate for global energy giants.·19.5.Thanks for a nice summary of Meren! I have Meren as one of my largest holdings. I believe that an opening of the Strait of Hormuz will lead to a temporary decrease in both the oil price and Meren's share price. I'll wait and see if a better buying opportunity arises then to increase the holding. I see Meren as an excellent stock to own long-term, it will continue to provide high dividends.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 108 | - | - | ||
| 3 352 | - | - | ||
| 444 | - | - | ||
| 387 | - | - | ||
| 500 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt