2026 Q2 -tulosraportti
12 päivää sitten
‧41 min
0,3506 SEK/osake
Viimeisin osinko
9,19%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sittenGood that they are reducing their stake in Africa Energy, they have the Venus field to focus on as the ultimate find and then dividends for the shareholders :)
I think it's more for administrative reasons so they clear the 10% threshold and avoid having to keep track of it. That is probably wise.- ·14.8.Dear friends oil barons, I am sharing possibly interesting information with you about another company. https://www.nordnet.se/marknaden/nyheter/91986580-9c75-4443-9057-da759bf8f78d
·13.8. · MuokattuLATEST NEWS Talk about a Game changer ... The market has consistently priced in a "Nigeria-discount" and asked the question: Where is the growth? Is this just a cash cow in decline? Today we got the answer, and it didn't come from the company's IR department, but directly from President Tinubu's desk. Nigeria's government has passed the Deep Offshore Oil and Gas Projects Incentives (Tax Remission) Order, 2026. A regulatory framework designed to unlock $50 billion in new investments by replacing years of political tug-of-war and project-by-project negotiations with transparent, rule-based tax incentives. Shell's $10B Bonga South West is first up. For a layman, this sounds like macro noise. For a seasoned investor, this is the single largest value catalyst for Meren in several years. Let me break down exactly why this is a massive "re-rating trigger" for the stock. 1. The sleeping giant awakens: Preowei (PML 4) and Ikija (PPL 2003) Meren sits on enormous, undeveloped deepwater discoveries. According to the Q2 report, TotalEnergies is preparing a restart of the FEED study (Front End Engineering Design) for Preowei in Q4 2026, with plans for a subsea tie-back to the existing Egina FPSO vessel. Simultaneously, Ikija will be drilled (appraisal) in Q4. Deepwater projects are extremely capital-intensive and sensitive to taxes. When the government now guarantees tax incentives (Tax Remission), the projects' IRR (Internal Rate of Return) skyrockets. This accelerates TotalEnergies' and Chevron's decision to take FID (Final Investment Decision). An FID for Preowei immediately adds hundreds of millions of dollars in risk-adjusted NAV (Net Asset Value) to Meren's balance sheet. 2. The PSA mathematics: Direct increase in "Profit Oil" Meren owns its interests via Production Sharing Agreements (PSA). Simply put: When taxes for deepwater production are lowered or written off via the new regulatory framework (and NNPC now has the mandate to amend PSC contracts), the total "Profit Oil" pot to be shared between the state and the consortium increases. Since Meren is entitled to its share (e.g., net 16% in Akpo/Egina/Preowei and 8% in Agbami), their netback (profit per barrel) and FCF directly increase, even if Brent oil remains at $80. This is pure, sheer margin expansion. 3. Crushing the "Nigeria-discount" (Multiple expansion) Historically, Meren has traded at a massive discount to peers like Panoro, Seplat, or North American E&P companies due to fears of Nigerian bureaucracy, fiscal disputes, and political interference. President Tinubu's 10th directive and the focus on "Certainty attracts capital" signals to institutional capital that Nigeria is now a regulated, capital-friendly jurisdiction for deepwater. When regulatory risk decreases, the discount rate (WACC) in a DCF model shrinks. Meren's EV/EBITDAX multiple can now be re-rated against global deepwater peers. A multiple expansion of just 1.0x - 1.5x in this cash flow monster implies an upside of 30-50% solely on re-rating, excluding growth. 4. Operators' CAPEX wave & Drilling Rig Campaign Q4 Meren is a "non-operator," meaning they follow the giants (TotalEnergies, Chevron, Shell). When Shell now presses the button for its $10B Bonga project, enormous momentum is created in the local Nigerian supply chain and offshore market. Meren's planned Nigeria Drilling Campaign (Q4 2026 - 2028) for infill drilling at Akpo, Egina, and Agbami will become significantly more cost-effective when infrastructure, vessels, and rigs are already in place and optimized for these $50 billion in new investments. The situation at Meren right now is extremely rare...
- ·12.8. · MuokattuWhy did this company change to a bland name? I consider it somewhat ill-conceived because when making the investment decision, I quickly understood where their market was in the world. The name today says absolutely nothing, and therefore I believe they miss out on interest from the market that wants to diversify their investments geographically and politically.That is my opinion too, completely unnecessary to change the name, Africa oil showed investors directly where they operate geographically.
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.
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 Q2 -tulosraportti
12 päivää sitten
‧41 min
0,3506 SEK/osake
Viimeisin osinko
9,19%Tuotto/v
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 sittenGood that they are reducing their stake in Africa Energy, they have the Venus field to focus on as the ultimate find and then dividends for the shareholders :)I think it's more for administrative reasons so they clear the 10% threshold and avoid having to keep track of it. That is probably wise.
- ·14.8.Dear friends oil barons, I am sharing possibly interesting information with you about another company. https://www.nordnet.se/marknaden/nyheter/91986580-9c75-4443-9057-da759bf8f78d
- ·13.8. · MuokattuLATEST NEWS Talk about a Game changer ... The market has consistently priced in a "Nigeria-discount" and asked the question: Where is the growth? Is this just a cash cow in decline? Today we got the answer, and it didn't come from the company's IR department, but directly from President Tinubu's desk. Nigeria's government has passed the Deep Offshore Oil and Gas Projects Incentives (Tax Remission) Order, 2026. A regulatory framework designed to unlock $50 billion in new investments by replacing years of political tug-of-war and project-by-project negotiations with transparent, rule-based tax incentives. Shell's $10B Bonga South West is first up. For a layman, this sounds like macro noise. For a seasoned investor, this is the single largest value catalyst for Meren in several years. Let me break down exactly why this is a massive "re-rating trigger" for the stock. 1. The sleeping giant awakens: Preowei (PML 4) and Ikija (PPL 2003) Meren sits on enormous, undeveloped deepwater discoveries. According to the Q2 report, TotalEnergies is preparing a restart of the FEED study (Front End Engineering Design) for Preowei in Q4 2026, with plans for a subsea tie-back to the existing Egina FPSO vessel. Simultaneously, Ikija will be drilled (appraisal) in Q4. Deepwater projects are extremely capital-intensive and sensitive to taxes. When the government now guarantees tax incentives (Tax Remission), the projects' IRR (Internal Rate of Return) skyrockets. This accelerates TotalEnergies' and Chevron's decision to take FID (Final Investment Decision). An FID for Preowei immediately adds hundreds of millions of dollars in risk-adjusted NAV (Net Asset Value) to Meren's balance sheet. 2. The PSA mathematics: Direct increase in "Profit Oil" Meren owns its interests via Production Sharing Agreements (PSA). Simply put: When taxes for deepwater production are lowered or written off via the new regulatory framework (and NNPC now has the mandate to amend PSC contracts), the total "Profit Oil" pot to be shared between the state and the consortium increases. Since Meren is entitled to its share (e.g., net 16% in Akpo/Egina/Preowei and 8% in Agbami), their netback (profit per barrel) and FCF directly increase, even if Brent oil remains at $80. This is pure, sheer margin expansion. 3. Crushing the "Nigeria-discount" (Multiple expansion) Historically, Meren has traded at a massive discount to peers like Panoro, Seplat, or North American E&P companies due to fears of Nigerian bureaucracy, fiscal disputes, and political interference. President Tinubu's 10th directive and the focus on "Certainty attracts capital" signals to institutional capital that Nigeria is now a regulated, capital-friendly jurisdiction for deepwater. When regulatory risk decreases, the discount rate (WACC) in a DCF model shrinks. Meren's EV/EBITDAX multiple can now be re-rated against global deepwater peers. A multiple expansion of just 1.0x - 1.5x in this cash flow monster implies an upside of 30-50% solely on re-rating, excluding growth. 4. Operators' CAPEX wave & Drilling Rig Campaign Q4 Meren is a "non-operator," meaning they follow the giants (TotalEnergies, Chevron, Shell). When Shell now presses the button for its $10B Bonga project, enormous momentum is created in the local Nigerian supply chain and offshore market. Meren's planned Nigeria Drilling Campaign (Q4 2026 - 2028) for infill drilling at Akpo, Egina, and Agbami will become significantly more cost-effective when infrastructure, vessels, and rigs are already in place and optimized for these $50 billion in new investments. The situation at Meren right now is extremely rare...
- ·12.8. · MuokattuWhy did this company change to a bland name? I consider it somewhat ill-conceived because when making the investment decision, I quickly understood where their market was in the world. The name today says absolutely nothing, and therefore I believe they miss out on interest from the market that wants to diversify their investments geographically and politically.That is my opinion too, completely unnecessary to change the name, Africa oil showed investors directly where they operate geographically.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
2026 Q2 -tulosraportti
12 päivää sitten
‧41 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 17.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
0,3506 SEK/osake
Viimeisin osinko
9,19%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenGood that they are reducing their stake in Africa Energy, they have the Venus field to focus on as the ultimate find and then dividends for the shareholders :)I think it's more for administrative reasons so they clear the 10% threshold and avoid having to keep track of it. That is probably wise.
- ·14.8.Dear friends oil barons, I am sharing possibly interesting information with you about another company. https://www.nordnet.se/marknaden/nyheter/91986580-9c75-4443-9057-da759bf8f78d
- ·13.8. · MuokattuLATEST NEWS Talk about a Game changer ... The market has consistently priced in a "Nigeria-discount" and asked the question: Where is the growth? Is this just a cash cow in decline? Today we got the answer, and it didn't come from the company's IR department, but directly from President Tinubu's desk. Nigeria's government has passed the Deep Offshore Oil and Gas Projects Incentives (Tax Remission) Order, 2026. A regulatory framework designed to unlock $50 billion in new investments by replacing years of political tug-of-war and project-by-project negotiations with transparent, rule-based tax incentives. Shell's $10B Bonga South West is first up. For a layman, this sounds like macro noise. For a seasoned investor, this is the single largest value catalyst for Meren in several years. Let me break down exactly why this is a massive "re-rating trigger" for the stock. 1. The sleeping giant awakens: Preowei (PML 4) and Ikija (PPL 2003) Meren sits on enormous, undeveloped deepwater discoveries. According to the Q2 report, TotalEnergies is preparing a restart of the FEED study (Front End Engineering Design) for Preowei in Q4 2026, with plans for a subsea tie-back to the existing Egina FPSO vessel. Simultaneously, Ikija will be drilled (appraisal) in Q4. Deepwater projects are extremely capital-intensive and sensitive to taxes. When the government now guarantees tax incentives (Tax Remission), the projects' IRR (Internal Rate of Return) skyrockets. This accelerates TotalEnergies' and Chevron's decision to take FID (Final Investment Decision). An FID for Preowei immediately adds hundreds of millions of dollars in risk-adjusted NAV (Net Asset Value) to Meren's balance sheet. 2. The PSA mathematics: Direct increase in "Profit Oil" Meren owns its interests via Production Sharing Agreements (PSA). Simply put: When taxes for deepwater production are lowered or written off via the new regulatory framework (and NNPC now has the mandate to amend PSC contracts), the total "Profit Oil" pot to be shared between the state and the consortium increases. Since Meren is entitled to its share (e.g., net 16% in Akpo/Egina/Preowei and 8% in Agbami), their netback (profit per barrel) and FCF directly increase, even if Brent oil remains at $80. This is pure, sheer margin expansion. 3. Crushing the "Nigeria-discount" (Multiple expansion) Historically, Meren has traded at a massive discount to peers like Panoro, Seplat, or North American E&P companies due to fears of Nigerian bureaucracy, fiscal disputes, and political interference. President Tinubu's 10th directive and the focus on "Certainty attracts capital" signals to institutional capital that Nigeria is now a regulated, capital-friendly jurisdiction for deepwater. When regulatory risk decreases, the discount rate (WACC) in a DCF model shrinks. Meren's EV/EBITDAX multiple can now be re-rated against global deepwater peers. A multiple expansion of just 1.0x - 1.5x in this cash flow monster implies an upside of 30-50% solely on re-rating, excluding growth. 4. Operators' CAPEX wave & Drilling Rig Campaign Q4 Meren is a "non-operator," meaning they follow the giants (TotalEnergies, Chevron, Shell). When Shell now presses the button for its $10B Bonga project, enormous momentum is created in the local Nigerian supply chain and offshore market. Meren's planned Nigeria Drilling Campaign (Q4 2026 - 2028) for infill drilling at Akpo, Egina, and Agbami will become significantly more cost-effective when infrastructure, vessels, and rigs are already in place and optimized for these $50 billion in new investments. The situation at Meren right now is extremely rare...
- ·12.8. · MuokattuWhy did this company change to a bland name? I consider it somewhat ill-conceived because when making the investment decision, I quickly understood where their market was in the world. The name today says absolutely nothing, and therefore I believe they miss out on interest from the market that wants to diversify their investments geographically and politically.That is my opinion too, completely unnecessary to change the name, Africa oil showed investors directly where they operate geographically.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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