2026 Q1 -tulosraportti
UUTTA
5 päivää sitten
‧39 min
0,0371 USD/osake
Irtoamispäivä 21.5.
8,80%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 64 | - | - | ||
| 327 | - | - | ||
| 1 006 | - | - | ||
| 1 806 | - | - | ||
| 2 733 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 354 112 | 1 354 112 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 354 112 | 1 354 112 | 0 | 0 |
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
·4 t sittenPart 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.
·11.5.I don't know this guy closer but if there's something to his story that China hasn't touched its reserves but started selling oil, doesn't that explain part of the missing oil rally we've been waiting for? If what he says is true, it will probably appear in the media over time? https://www.youtube.com/watch?v=koldCyxIIN8 Heard from Rick Rule that the Lundins exited Meren but that was because they only participate in companies they can influence, which is no longer the case with Meren? Rick Rule saw nothing strange in it and had kept his portion of the company? I myself have a free position I kept after TP which is enough for me as I'm getting a nice dividend so far.
·11.5.Here is a Technical Analysis on Meren, which shows how the trend breaks occurred from a TA perspective, and future levels https://youtu.be/BTrquMjirgQ
·27.4.Big risk that the war in the Middle East resumes, the oil price has now passed 100 dollars and where does it go if the USA and Iran cannot agree or talk to each other, how long will the oil reserves last when the Strait of Hormuz is closed, when does rationing begin? What do you think about Meren right now?
·27.4.Hasn't he already done that....... if he even understands it. If he does, he probably doesn't want to lose face anymore. He has managed to make an enemy and create distrust with his closest ally historically, and that is probably the biggest mistake really and one that will take time to repair. That is, to have made a fool of himself towards Europe.
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
UUTTA
5 päivää sitten
‧39 min
0,0371 USD/osake
Irtoamispäivä 21.5.
8,80%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
- ·4 t sittenPart 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.
- ·11.5.I don't know this guy closer but if there's something to his story that China hasn't touched its reserves but started selling oil, doesn't that explain part of the missing oil rally we've been waiting for? If what he says is true, it will probably appear in the media over time? https://www.youtube.com/watch?v=koldCyxIIN8 Heard from Rick Rule that the Lundins exited Meren but that was because they only participate in companies they can influence, which is no longer the case with Meren? Rick Rule saw nothing strange in it and had kept his portion of the company? I myself have a free position I kept after TP which is enough for me as I'm getting a nice dividend so far.
- ·11.5.Here is a Technical Analysis on Meren, which shows how the trend breaks occurred from a TA perspective, and future levels https://youtu.be/BTrquMjirgQ
- ·27.4.Big risk that the war in the Middle East resumes, the oil price has now passed 100 dollars and where does it go if the USA and Iran cannot agree or talk to each other, how long will the oil reserves last when the Strait of Hormuz is closed, when does rationing begin? What do you think about Meren right now?·27.4.Hasn't he already done that....... if he even understands it. If he does, he probably doesn't want to lose face anymore. He has managed to make an enemy and create distrust with his closest ally historically, and that is probably the biggest mistake really and one that will take time to repair. That is, to have made a fool of himself towards Europe.
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 64 | - | - | ||
| 327 | - | - | ||
| 1 006 | - | - | ||
| 1 806 | - | - | ||
| 2 733 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 354 112 | 1 354 112 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 354 112 | 1 354 112 | 0 | 0 |
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
UUTTA
5 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
Irtoamispäivä 21.5.
8,80%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenPart 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.
- ·11.5.I don't know this guy closer but if there's something to his story that China hasn't touched its reserves but started selling oil, doesn't that explain part of the missing oil rally we've been waiting for? If what he says is true, it will probably appear in the media over time? https://www.youtube.com/watch?v=koldCyxIIN8 Heard from Rick Rule that the Lundins exited Meren but that was because they only participate in companies they can influence, which is no longer the case with Meren? Rick Rule saw nothing strange in it and had kept his portion of the company? I myself have a free position I kept after TP which is enough for me as I'm getting a nice dividend so far.
- ·11.5.Here is a Technical Analysis on Meren, which shows how the trend breaks occurred from a TA perspective, and future levels https://youtu.be/BTrquMjirgQ
- ·27.4.Big risk that the war in the Middle East resumes, the oil price has now passed 100 dollars and where does it go if the USA and Iran cannot agree or talk to each other, how long will the oil reserves last when the Strait of Hormuz is closed, when does rationing begin? What do you think about Meren right now?·27.4.Hasn't he already done that....... if he even understands it. If he does, he probably doesn't want to lose face anymore. He has managed to make an enemy and create distrust with his closest ally historically, and that is probably the biggest mistake really and one that will take time to repair. That is, to have made a fool of himself towards Europe.
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 64 | - | - | ||
| 327 | - | - | ||
| 1 006 | - | - | ||
| 1 806 | - | - | ||
| 2 733 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 354 112 | 1 354 112 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 354 112 | 1 354 112 | 0 | 0 |