Siirry pääsisältöön
Käyttämääsi selainta ei enää tueta – lue lisää.
14,204SEK
+0,95% (+0,134)
Päätöskurssi
Ylin14,204
Alin13,590
Vaihto
22,7 MSEK
14,204SEK
+0,95% (+0,134)
Päätöskurssi
Ylin14,204
Alin13,590
Vaihto
22,7 MSEK
14,204SEK
+0,95% (+0,134)
Päätöskurssi
Ylin14,204
Alin13,590
Vaihto
22,7 MSEK
14,204SEK
+0,95% (+0,134)
Päätöskurssi
Ylin14,204
Alin13,590
Vaihto
22,7 MSEK
14,204SEK
+0,95% (+0,134)
Päätöskurssi
Ylin14,204
Alin13,590
Vaihto
22,7 MSEK
14,204SEK
+0,95% (+0,134)
Päätöskurssi
Ylin14,204
Alin13,590
Vaihto
22,7 MSEK
2025 Q4 -tulosraportti
1 päivä sitten
0,0509 CAD/osake
Irtoamispäivä 20.3.
10,11%Tuotto/v

Tarjoustasot

SwedenNasdaq Stockholm
Määrä
Osto
103 511
Myynti
Määrä
110 820

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
2 384--
100--
107--
1 213--
1 248--
Ylin
14,204
VWAP
13,942
Alin
13,59
VaihtoMäärä
22,7 1 631 992
VWAP
13,942
Ylin
14,204
Alin
13,59
VaihtoMäärä
22,7 1 631 992

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

Ostaneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Anonyymi1 631 9921 631 99200

Myyneet eniten

Myyneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Anonyymi1 631 9921 631 99200

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q1 -tulosraportti
12.5.
Menneet tapahtumat
2025 Q4 -tulosraportti
25.2.
2025 Q3 -tulosraportti
17.11.2025
2025 Q2 -tulosraportti
14.8.2025
2025 Q1 -tulosraportti
16.5.2025
2024 Q4 -tulosraportti
28.2.2025

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 11 t sitten
    ·
    11 t sitten
    ·
    I believe it won't be long until Meren is back at its share price around 15 kr again. Large turnover yesterday of approx 50 million and the robots probably did their part. Large dividend expected soon. Good luck. 👋😋🎂
    9 t sitten
    ·
    9 t sitten
    ·
    When is the ex-date?
    7 t sitten
    ·
    7 t sitten
    ·
    It says x-day on 20/3 here on Nordnet. It is not certain that it is correct Nordnet has been wrong before.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Meren Energys' (formerly Africa Oil) year-end report for 2025, which was published late last night (February 24) and analyzed by the market today, reported a significant impairment. The impairment amounted to 105.3 million dollars (approximately 1.1 billion kronor). it bothers me that I don't see this in the report
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Anything new regarding dividend?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Warren; Read the report I linked to..... Shareholder Returns The Company's capital allocation framework balances reinvestment in value-accretive organic opportunities with a commitment to sustainable shareholder returns, while preserving balance sheet strength and financial flexibility. Following continued strong operating performance and after consideration of organic investment requirements and balance sheet resilience, the Company is pleased to announce that its Board has declared the distribution of the Company's first quarterly cash dividend in 2026 of approximately $25.1 million or $0.0371 per share. This dividend will be payable to shareholders of record at the close of business on March 20, 2026. This dividend qualifies as an `eligible dividend' for Canadian income tax purposes. Dividends for shares traded on the Toronto Stock Exchange ("TSX") will be paid in Canadian dollars on April 7, 2026; however, all US and foreign shareholders will receive USD funds. Dividends for shares traded on Nasdaq Stockholm will be paid in Swedish Krona in accordance with Euroclear principles at the earliest on April 10, 2026. To execute the payment of the dividend, a temporary administrative cross border transfer closure will be applied by Euroclear from March 18, 2026, up to and including March 20, 2026, during which period shares of the Company cannot be transferred between the TSX and Nasdaq Stockholm. Payment to shareholders who are not residents of Canada will be net of any Canadian withholding taxes that may be applicable. For further details, please visit: https://mereninc.com/investor-summary/total-shareholder-returns/. The Board views this first quarterly dividend of 2026 to be prudent, having given due consideration to the Company's capital allocation options and the Company's overarching priority of maintaining a robust balance sheet under a range of market scenarios. Notwithstanding the foregoing, the decision to declare any dividend or other shareholder distribution and the amount of future cash dividends declared and paid by Meren or shareholder distributions made by Meren, if any, will be subject to the discretion of the Board and may vary depending on a variety of factors and conditions existing from time to time. These may include, without limitation, business performance, operating environment where Meren's assets are located, financial condition, growth plans, fluctuations in commodity prices, production levels, expected capital expenditure requirements, operating costs, royalties, foreign exchange rates, interest rates, compliance with any restrictions on the declaration and payment of dividends contained in any agreements to which Meren or any of its subsidiaries is a party from time to time (including, without limitation, financing agreements governing the RBL), and the satisfaction of liquidity and solvency tests imposed by the BC BCA for the declaration and payment of dividends. The actual amount, the record date and the payment date of any dividend are subject to the discretion of the Board. There can be no assurance that dividends will be paid at the current rate or at any rate in the future.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Should probably see a rise on that report, or what do you think?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    We'll see. The headlines on the negative side, "net loss" and "production lower than expected"
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    WOW.... Talk about the market sleeping on Meren Energy (Report) When you crunch the latest numbers, you get FCF Yield 2025: $288,6m / $953m = 30,2 %. Industry norm: An attractive FCF yield in the sector is normally between 10–15 %. Potential: A normalization of the multiple to only 15% (half the current yield) would imply a share price increase of ﹥100 % solely through multiple expansion, without any production growth whatsoever. No words can describe it... The New Gas Agreement (Nigeria) Pure Profit Margin !! Event: In January 2026 (after the reporting period), the gas price agreement for PML 2/3 was renegotiated (page 6, 32). Effect: A long-term gas price that reflects current LNG economics (significantly higher than the 2018 agreement). Back-pay: Mechanism to reclaim historical difference from 2020. Value impact: As gas constitutes 32 % of production (WI), this will directly increase the netback price. Estimated Increase: A conservative estimate is that this could increase the EBITDAX margin by 10–15 % from Q2 2026 onwards. This is not fully priced into the 2026 guidance which is based on conservative assumptions (page 7). Coverage Ratio: With 2025 FCF of $288,6m and an annual dividend of ~$100m, the dividend is covered at 288 %. Potential: There is room to raise the dividend by ﹥50 % in future quarters without jeopardizing the balance sheet or the investment plan. The crazy thing is, even during a maintenance period (Q4), the company generates almost $60 million in free cash flow. The annual analysis shows a debt repayment of 46,3 % and an increase in capital return of 380 %. Even in a quarter burdened by maintenance and accounting adjustments, Meren generates free cash flow that far exceeds the majority of its peers. The dip in Q4 is temporary and creates conditions for higher operational reliability and production in 2026. Furthermore, managing to reduce net debt by over 15 % in just one quarter while distributing 250 million SEK is a strong statement that few companies in the industry can match After focusing on maintenance during 2025, drilling campaigns for Akpo Far East are now starting. These are "fast-cycle"-projects that can quickly increase production and counteract the natural decline in older fields RBL-debt 360,0 MUSD 330,0 MUSD -8,3 % (Another 30 MUSD repaid) Net Debt (Net Debt) 183,3 MUSD ~155,3 MUSD -15,3 % (Significantly strengthened balance sheet) And Reserves (2P + 2C) 129,6 MMboe* 140,2 MMboe +8,2 % (Net asset value increases) Cash and cash equivalents (cash) $61.4M $174.7M Increase 184.5% Net loss → Net loss (reduction of the loss in absolute terms) -$279.1M -$31.6M The loss decreased by 88.7% in magnitude (much smaller loss) very good
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Darn it, I should have bought more when I was crunching the numbers the other day. Oh well, it's good that the company is doing well. 😉 https://www.nordnet.se/marknaden/nyheter/916e74ab-1fdb-4911-83c8-b8c46dd187af
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti
1 päivä sitten
0,0509 CAD/osake
Irtoamispäivä 20.3.
10,11%Tuotto/v

Uutiset

AI
Viimeisin
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.

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 11 t sitten
    ·
    11 t sitten
    ·
    I believe it won't be long until Meren is back at its share price around 15 kr again. Large turnover yesterday of approx 50 million and the robots probably did their part. Large dividend expected soon. Good luck. 👋😋🎂
    9 t sitten
    ·
    9 t sitten
    ·
    When is the ex-date?
    7 t sitten
    ·
    7 t sitten
    ·
    It says x-day on 20/3 here on Nordnet. It is not certain that it is correct Nordnet has been wrong before.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Meren Energys' (formerly Africa Oil) year-end report for 2025, which was published late last night (February 24) and analyzed by the market today, reported a significant impairment. The impairment amounted to 105.3 million dollars (approximately 1.1 billion kronor). it bothers me that I don't see this in the report
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Anything new regarding dividend?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Warren; Read the report I linked to..... Shareholder Returns The Company's capital allocation framework balances reinvestment in value-accretive organic opportunities with a commitment to sustainable shareholder returns, while preserving balance sheet strength and financial flexibility. Following continued strong operating performance and after consideration of organic investment requirements and balance sheet resilience, the Company is pleased to announce that its Board has declared the distribution of the Company's first quarterly cash dividend in 2026 of approximately $25.1 million or $0.0371 per share. This dividend will be payable to shareholders of record at the close of business on March 20, 2026. This dividend qualifies as an `eligible dividend' for Canadian income tax purposes. Dividends for shares traded on the Toronto Stock Exchange ("TSX") will be paid in Canadian dollars on April 7, 2026; however, all US and foreign shareholders will receive USD funds. Dividends for shares traded on Nasdaq Stockholm will be paid in Swedish Krona in accordance with Euroclear principles at the earliest on April 10, 2026. To execute the payment of the dividend, a temporary administrative cross border transfer closure will be applied by Euroclear from March 18, 2026, up to and including March 20, 2026, during which period shares of the Company cannot be transferred between the TSX and Nasdaq Stockholm. Payment to shareholders who are not residents of Canada will be net of any Canadian withholding taxes that may be applicable. For further details, please visit: https://mereninc.com/investor-summary/total-shareholder-returns/. The Board views this first quarterly dividend of 2026 to be prudent, having given due consideration to the Company's capital allocation options and the Company's overarching priority of maintaining a robust balance sheet under a range of market scenarios. Notwithstanding the foregoing, the decision to declare any dividend or other shareholder distribution and the amount of future cash dividends declared and paid by Meren or shareholder distributions made by Meren, if any, will be subject to the discretion of the Board and may vary depending on a variety of factors and conditions existing from time to time. These may include, without limitation, business performance, operating environment where Meren's assets are located, financial condition, growth plans, fluctuations in commodity prices, production levels, expected capital expenditure requirements, operating costs, royalties, foreign exchange rates, interest rates, compliance with any restrictions on the declaration and payment of dividends contained in any agreements to which Meren or any of its subsidiaries is a party from time to time (including, without limitation, financing agreements governing the RBL), and the satisfaction of liquidity and solvency tests imposed by the BC BCA for the declaration and payment of dividends. The actual amount, the record date and the payment date of any dividend are subject to the discretion of the Board. There can be no assurance that dividends will be paid at the current rate or at any rate in the future.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Should probably see a rise on that report, or what do you think?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    We'll see. The headlines on the negative side, "net loss" and "production lower than expected"
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    WOW.... Talk about the market sleeping on Meren Energy (Report) When you crunch the latest numbers, you get FCF Yield 2025: $288,6m / $953m = 30,2 %. Industry norm: An attractive FCF yield in the sector is normally between 10–15 %. Potential: A normalization of the multiple to only 15% (half the current yield) would imply a share price increase of ﹥100 % solely through multiple expansion, without any production growth whatsoever. No words can describe it... The New Gas Agreement (Nigeria) Pure Profit Margin !! Event: In January 2026 (after the reporting period), the gas price agreement for PML 2/3 was renegotiated (page 6, 32). Effect: A long-term gas price that reflects current LNG economics (significantly higher than the 2018 agreement). Back-pay: Mechanism to reclaim historical difference from 2020. Value impact: As gas constitutes 32 % of production (WI), this will directly increase the netback price. Estimated Increase: A conservative estimate is that this could increase the EBITDAX margin by 10–15 % from Q2 2026 onwards. This is not fully priced into the 2026 guidance which is based on conservative assumptions (page 7). Coverage Ratio: With 2025 FCF of $288,6m and an annual dividend of ~$100m, the dividend is covered at 288 %. Potential: There is room to raise the dividend by ﹥50 % in future quarters without jeopardizing the balance sheet or the investment plan. The crazy thing is, even during a maintenance period (Q4), the company generates almost $60 million in free cash flow. The annual analysis shows a debt repayment of 46,3 % and an increase in capital return of 380 %. Even in a quarter burdened by maintenance and accounting adjustments, Meren generates free cash flow that far exceeds the majority of its peers. The dip in Q4 is temporary and creates conditions for higher operational reliability and production in 2026. Furthermore, managing to reduce net debt by over 15 % in just one quarter while distributing 250 million SEK is a strong statement that few companies in the industry can match After focusing on maintenance during 2025, drilling campaigns for Akpo Far East are now starting. These are "fast-cycle"-projects that can quickly increase production and counteract the natural decline in older fields RBL-debt 360,0 MUSD 330,0 MUSD -8,3 % (Another 30 MUSD repaid) Net Debt (Net Debt) 183,3 MUSD ~155,3 MUSD -15,3 % (Significantly strengthened balance sheet) And Reserves (2P + 2C) 129,6 MMboe* 140,2 MMboe +8,2 % (Net asset value increases) Cash and cash equivalents (cash) $61.4M $174.7M Increase 184.5% Net loss → Net loss (reduction of the loss in absolute terms) -$279.1M -$31.6M The loss decreased by 88.7% in magnitude (much smaller loss) very good
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Darn it, I should have bought more when I was crunching the numbers the other day. Oh well, it's good that the company is doing well. 😉 https://www.nordnet.se/marknaden/nyheter/916e74ab-1fdb-4911-83c8-b8c46dd187af
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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

SwedenNasdaq Stockholm
Määrä
Osto
103 511
Myynti
Määrä
110 820

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
2 384--
100--
107--
1 213--
1 248--
Ylin
14,204
VWAP
13,942
Alin
13,59
VaihtoMäärä
22,7 1 631 992
VWAP
13,942
Ylin
14,204
Alin
13,59
VaihtoMäärä
22,7 1 631 992

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

Ostaneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Anonyymi1 631 9921 631 99200

Myyneet eniten

Myyneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Anonyymi1 631 9921 631 99200

Yhtiötapahtumat

Datan lähde: FactSet, Quartr
Seuraava tapahtuma
2026 Q1 -tulosraportti
12.5.
Menneet tapahtumat
2025 Q4 -tulosraportti
25.2.
2025 Q3 -tulosraportti
17.11.2025
2025 Q2 -tulosraportti
14.8.2025
2025 Q1 -tulosraportti
16.5.2025
2024 Q4 -tulosraportti
28.2.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti
1 päivä sitten

Uutiset

AI
Viimeisin
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 Q1 -tulosraportti
12.5.
Menneet tapahtumat
2025 Q4 -tulosraportti
25.2.
2025 Q3 -tulosraportti
17.11.2025
2025 Q2 -tulosraportti
14.8.2025
2025 Q1 -tulosraportti
16.5.2025
2024 Q4 -tulosraportti
28.2.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

0,0509 CAD/osake
Irtoamispäivä 20.3.
10,11%Tuotto/v

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 11 t sitten
    ·
    11 t sitten
    ·
    I believe it won't be long until Meren is back at its share price around 15 kr again. Large turnover yesterday of approx 50 million and the robots probably did their part. Large dividend expected soon. Good luck. 👋😋🎂
    9 t sitten
    ·
    9 t sitten
    ·
    When is the ex-date?
    7 t sitten
    ·
    7 t sitten
    ·
    It says x-day on 20/3 here on Nordnet. It is not certain that it is correct Nordnet has been wrong before.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Meren Energys' (formerly Africa Oil) year-end report for 2025, which was published late last night (February 24) and analyzed by the market today, reported a significant impairment. The impairment amounted to 105.3 million dollars (approximately 1.1 billion kronor). it bothers me that I don't see this in the report
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Anything new regarding dividend?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    Warren; Read the report I linked to..... Shareholder Returns The Company's capital allocation framework balances reinvestment in value-accretive organic opportunities with a commitment to sustainable shareholder returns, while preserving balance sheet strength and financial flexibility. Following continued strong operating performance and after consideration of organic investment requirements and balance sheet resilience, the Company is pleased to announce that its Board has declared the distribution of the Company's first quarterly cash dividend in 2026 of approximately $25.1 million or $0.0371 per share. This dividend will be payable to shareholders of record at the close of business on March 20, 2026. This dividend qualifies as an `eligible dividend' for Canadian income tax purposes. Dividends for shares traded on the Toronto Stock Exchange ("TSX") will be paid in Canadian dollars on April 7, 2026; however, all US and foreign shareholders will receive USD funds. Dividends for shares traded on Nasdaq Stockholm will be paid in Swedish Krona in accordance with Euroclear principles at the earliest on April 10, 2026. To execute the payment of the dividend, a temporary administrative cross border transfer closure will be applied by Euroclear from March 18, 2026, up to and including March 20, 2026, during which period shares of the Company cannot be transferred between the TSX and Nasdaq Stockholm. Payment to shareholders who are not residents of Canada will be net of any Canadian withholding taxes that may be applicable. For further details, please visit: https://mereninc.com/investor-summary/total-shareholder-returns/. The Board views this first quarterly dividend of 2026 to be prudent, having given due consideration to the Company's capital allocation options and the Company's overarching priority of maintaining a robust balance sheet under a range of market scenarios. Notwithstanding the foregoing, the decision to declare any dividend or other shareholder distribution and the amount of future cash dividends declared and paid by Meren or shareholder distributions made by Meren, if any, will be subject to the discretion of the Board and may vary depending on a variety of factors and conditions existing from time to time. These may include, without limitation, business performance, operating environment where Meren's assets are located, financial condition, growth plans, fluctuations in commodity prices, production levels, expected capital expenditure requirements, operating costs, royalties, foreign exchange rates, interest rates, compliance with any restrictions on the declaration and payment of dividends contained in any agreements to which Meren or any of its subsidiaries is a party from time to time (including, without limitation, financing agreements governing the RBL), and the satisfaction of liquidity and solvency tests imposed by the BC BCA for the declaration and payment of dividends. The actual amount, the record date and the payment date of any dividend are subject to the discretion of the Board. There can be no assurance that dividends will be paid at the current rate or at any rate in the future.
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Should probably see a rise on that report, or what do you think?
    1 päivä sitten
    ·
    1 päivä sitten
    ·
    We'll see. The headlines on the negative side, "net loss" and "production lower than expected"
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    WOW.... Talk about the market sleeping on Meren Energy (Report) When you crunch the latest numbers, you get FCF Yield 2025: $288,6m / $953m = 30,2 %. Industry norm: An attractive FCF yield in the sector is normally between 10–15 %. Potential: A normalization of the multiple to only 15% (half the current yield) would imply a share price increase of ﹥100 % solely through multiple expansion, without any production growth whatsoever. No words can describe it... The New Gas Agreement (Nigeria) Pure Profit Margin !! Event: In January 2026 (after the reporting period), the gas price agreement for PML 2/3 was renegotiated (page 6, 32). Effect: A long-term gas price that reflects current LNG economics (significantly higher than the 2018 agreement). Back-pay: Mechanism to reclaim historical difference from 2020. Value impact: As gas constitutes 32 % of production (WI), this will directly increase the netback price. Estimated Increase: A conservative estimate is that this could increase the EBITDAX margin by 10–15 % from Q2 2026 onwards. This is not fully priced into the 2026 guidance which is based on conservative assumptions (page 7). Coverage Ratio: With 2025 FCF of $288,6m and an annual dividend of ~$100m, the dividend is covered at 288 %. Potential: There is room to raise the dividend by ﹥50 % in future quarters without jeopardizing the balance sheet or the investment plan. The crazy thing is, even during a maintenance period (Q4), the company generates almost $60 million in free cash flow. The annual analysis shows a debt repayment of 46,3 % and an increase in capital return of 380 %. Even in a quarter burdened by maintenance and accounting adjustments, Meren generates free cash flow that far exceeds the majority of its peers. The dip in Q4 is temporary and creates conditions for higher operational reliability and production in 2026. Furthermore, managing to reduce net debt by over 15 % in just one quarter while distributing 250 million SEK is a strong statement that few companies in the industry can match After focusing on maintenance during 2025, drilling campaigns for Akpo Far East are now starting. These are "fast-cycle"-projects that can quickly increase production and counteract the natural decline in older fields RBL-debt 360,0 MUSD 330,0 MUSD -8,3 % (Another 30 MUSD repaid) Net Debt (Net Debt) 183,3 MUSD ~155,3 MUSD -15,3 % (Significantly strengthened balance sheet) And Reserves (2P + 2C) 129,6 MMboe* 140,2 MMboe +8,2 % (Net asset value increases) Cash and cash equivalents (cash) $61.4M $174.7M Increase 184.5% Net loss → Net loss (reduction of the loss in absolute terms) -$279.1M -$31.6M The loss decreased by 88.7% in magnitude (much smaller loss) very good
  • 1 päivä sitten
    ·
    1 päivä sitten
    ·
    Darn it, I should have bought more when I was crunching the numbers the other day. Oh well, it's good that the company is doing well. 😉 https://www.nordnet.se/marknaden/nyheter/916e74ab-1fdb-4911-83c8-b8c46dd187af
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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

SwedenNasdaq Stockholm
Määrä
Osto
103 511
Myynti
Määrä
110 820

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
2 384--
100--
107--
1 213--
1 248--
Ylin
14,204
VWAP
13,942
Alin
13,59
VaihtoMäärä
22,7 1 631 992
VWAP
13,942
Ylin
14,204
Alin
13,59
VaihtoMäärä
22,7 1 631 992

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

Ostaneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Anonyymi1 631 9921 631 99200

Myyneet eniten

Myyneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Anonyymi1 631 9921 631 99200