Siirry pääsisältöön
Käyttämääsi selainta ei enää tueta – lue lisää.

Meren Energy Inc.

Meren Energy Inc.

13,426SEK
+1,93% (+0,254)
Päätöskurssi
Ylin13,456
Alin13,062
Vaihto
9,8 MSEK
13,426SEK
+1,93% (+0,254)
Päätöskurssi
Ylin13,456
Alin13,062
Vaihto
9,8 MSEK

Meren Energy Inc.

Meren Energy Inc.

13,426SEK
+1,93% (+0,254)
Päätöskurssi
Ylin13,456
Alin13,062
Vaihto
9,8 MSEK
13,426SEK
+1,93% (+0,254)
Päätöskurssi
Ylin13,456
Alin13,062
Vaihto
9,8 MSEK

Meren Energy Inc.

Meren Energy Inc.

13,426SEK
+1,93% (+0,254)
Päätöskurssi
Ylin13,456
Alin13,062
Vaihto
9,8 MSEK
13,426SEK
+1,93% (+0,254)
Päätöskurssi
Ylin13,456
Alin13,062
Vaihto
9,8 MSEK
2025 Q3 -tulosraportti
72 päivää sitten29 min
0,0524 CAD/osake
Viimeisin osinko
10,31%Tuotto/v

Tarjoustasot

SwedenNasdaq Stockholm
Määrä
Osto
41 812
Myynti
Määrä
41 744

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
41--
64--
41--
23--
41--
Ylin
13,456
VWAP
13,222
Alin
13,062
VaihtoMäärä
9,8 741 855
VWAP
13,222
Ylin
13,456
Alin
13,062
VaihtoMäärä
9,8 741 855

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, FactSet
Seuraava tapahtuma
2025 Q4 -tulosraportti
25.2.
Menneet tapahtumat
2025 Q3 -tulosraportti17.11.2025
2025 Q2 -tulosraportti14.8.2025
2025 Q1 -tulosraportti16.5.2025
2024 Q4 -tulosraportti28.2.2025
2024 Q3 -tulosraportti15.11.2024

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 23.1.
    ·
    23.1.
    ·
    I think Meren's oil is starting to pick up a bit now, let's hope it continues 👋
    11 t sitten
    ·
    11 t sitten
    ·
    Owners on Nordnet are increasing 👋
  • 22.1.
    ·
    22.1.
    ·
    That Oil will go to 200 dollars is not a guess !!! Companies like Exxon, Meren Energy are well positioned ... 1. The base is law: Look at the chart. We have had 15 years of consolidation. In trading, this is called a "coiled spring". The longer the base, the more explosive the breakout. That oil will go to $200 is not a guess, it is mathematical regression to the historical pattern. 2. The ignorance of the flock: Investors have been brainwashed by tech multiples and ESG rhetoric. They have forgotten that the world is driven by molecules, not ones and zeros. While the masses chase castles in the air, hard assets (oil, gold, silver) break out in symbiosis. This is the monetary reality catching up with the paper world. 3. Cash cow paradigm: Companies like Exxon and less hungry players like Meren Energy are still valued as if oil will cost half of what it does. At $200 per barrel, these companies transform into unparalleled cash flow machines. They will drown their shareholders in dividends while the rest of the market desperately searches for returns. To bet against this chart is to bet against 150 years of natural laws. The market is sleeping now, but the awakening will be expensive for those who stand outside. History always wins. Are you in or are you watching?
    22.1.
    ·
    22.1.
    ·
    Ha, ha, ha.. The skeptics, of course one is in, for a long time now..... But even if I don't fully agree with you on all your points, generally I do agree. Oil can only become cheaper if the market is flooded with oil and that is not of interest to the oil-producing countries even if they do so in relatively short intervals. Humanity cannot be without oil, neither for fuel nor all the plastic parts a society needs, and there are many more areas than what the common man thinks of.
  • 20.1.
    ·
    20.1.
    ·
    Considering taking a position here, but there isn't much info on the Nordnet page actually. No figures around revenue, only market value with financial statements and some positive price targets. Does anyone know how much they produce of various things? What is their average break-even? Is there further potential for an increase in production? How many reserves in the field bank do they have left to produce eventually?
    21.1.
    ·
    21.1.
    ·
    There's a lot on Discord
    22.1.
    ·
    22.1.
    ·
    Do you have a link to the Discord?
  • 17.1.
    ·
    17.1.
    ·
    I was thinking of entering the stock next week. Does anyone know if withholding tax is deducted from the dividend?
    21.1.
    ·
    21.1.
    ·
    Thanks for that info. That's not how I've done it.
  • 12.1.
    Generational Dislocation in Meren Energy Price Target in (Base Case) 29,50kr The amalgamation with BTG Pactual Oil & Gas, completed on March 19, 2025, represents the single most transformative event in the company's history.5 By issuing 239,828,655 common shares, Meren consolidated the remaining 50 percent interest in Meren Coöperatief U.A. (previously Prime), effectively doubling its working interest production and reserves in Nigeria.5This transaction was more than a mere asset acquisition; it was a strategic alignment with the largest investment bank in Latin America. BTG Oil & Gas now holds a 35.5 percent cornerstone stake, providing Meren with sophisticated financial backing and a long-term institutional stability that is rare in the small-to-mid-cap energy space.5 The presence of BTG on the board of directors ensures a disciplined capital allocation framework focused on the three priorities of debt reduction, shareholder returns, and funded growth.5Structural Consolidation and Cash Flow ControlPrior to the amalgamation, Meren (as Africa Oil) functioned largely as a holding company, receiving periodic dividends from a joint venture over which it did not have full financial control. The new structure allows for the full consolidation of Meren Coop’s balance sheet and cash flows.5 This provides investors with unprecedented transparency and gives management direct access to the Nigerian "cash engine" to fund the development of the Orange Basin discoveries without needing further equity injections.5Pro Forma MetricAfrica Oil (Pre-Deal)Meren Energy (Post-Amalgamation)WI Production (boepd)~16,500~31,000 – 33,000Entitlement Production (boepd)~19,000~35,000 – 37,500Annual Base Dividend (USD)~$22 Million$100.3 MillionNet Debt / EBITDAXN/A0.4xNigerian Reserves (2P)~49 MMboe~98 MMboeSource: Analysis of March 2025 Pro Forma statements and Q3 2025 MD&A.5The Nigerian Engine: High Netbacks in a Deepwater SanctuaryThe bedrock of Meren’s valuation is its interest in three of the most prolific deepwater fields in the Niger Delta: Akpo, Egina, and Agbami. These assets are characterized by their high reliability, world-class operators (TotalEnergies and Chevron), and a favorable fiscal regime that has been optimized under the new Nigerian Petroleum Industry Act (PIA).5Operational Excellence and Infill SuccessMeren’s Nigerian portfolio is not a static asset base; it is actively managed to mitigate natural reservoir declines and maximize recovery. In the third quarter of 2025, the company achieved an average daily working interest production of 31,100 boepd and an entitlement production of 35,600 boepd.5 This performance was achieved despite several operational challenges, including gas export restrictions at the aging Nigeria LNG facility and seawater injection maintenance at the Agbami field.5The resilience of the production is driven by successful drilling and well intervention programs. At the Akpo field, new wells brought online in mid-2025 have outperformed expectations, while well interventions at Egina have maintained high production efficiency.5 The company and its partners have utilized a strategic break in the Akpo/Egina drilling campaign to interpret 4D seismic data, a critical process that allows for the precise placement of future infill wells to counter reservoir depletion.5The PIA Re-Rating: A Generational Fiscal TailwindsThe conversion of Meren’s Nigerian licenses to PIA terms has fundamentally altered the economics of the assets. By opting into the new regime, the company transitioned from the legacy Petroleum Profit Tax (PPT) to a more attractive CIT and royalty framework.5 The impact of this shift is twofold:Immediate Value: The conversion triggered a significant deferred tax release and established a stable fiscal roadmap for the next two decades.5License Longevity: The leases for PML 2 (Akpo), PML 3 (Egina), and PML 52 (Agbami) have been renewed for 20-year terms, ensuring that Meren remains the primary beneficiary of these high-margin barrels until 2043/2044.5The cash flow generation from this segment is robust. With opex/boe averaging $10.7 to $11.8 and realized oil prices often achieving a premium to Dated Brent (averaging $74.9/bbl for the first nine months of 2025), Meren’s netbacks are among the highest in the global independent E&P universe.5The Namibia Multiplier: Unlocking the Venus "Hidden Goldmine"If Nigeria is the engine of Meren’s current cash flow, Namibia is the rocket fuel for its future valuation. Meren holds an effective 3.8 percent indirect interest in Blocks 2912 and 2913B offshore Namibia through its 39.5 percent shareholding in Impact Oil and Gas.5 This position represents one of the most asymmetric value propositions in modern energy finance.Venus: A World-Class Tier 1 DiscoveryThe Venus discovery in the Orange Basin is a world-class asset by any measure. It was the largest oil discovery globally in 2022 and has fundamentally de-risked a new petroleum province that rivals the Gu
    12.1.
    ·
    12.1.
    ·
    You can always upload it in smaller pieces or why not send the link to the original.... 😉
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 Q3 -tulosraportti
72 päivää sitten29 min
0,0524 CAD/osake
Viimeisin osinko
10,31%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
  • 23.1.
    ·
    23.1.
    ·
    I think Meren's oil is starting to pick up a bit now, let's hope it continues 👋
    11 t sitten
    ·
    11 t sitten
    ·
    Owners on Nordnet are increasing 👋
  • 22.1.
    ·
    22.1.
    ·
    That Oil will go to 200 dollars is not a guess !!! Companies like Exxon, Meren Energy are well positioned ... 1. The base is law: Look at the chart. We have had 15 years of consolidation. In trading, this is called a "coiled spring". The longer the base, the more explosive the breakout. That oil will go to $200 is not a guess, it is mathematical regression to the historical pattern. 2. The ignorance of the flock: Investors have been brainwashed by tech multiples and ESG rhetoric. They have forgotten that the world is driven by molecules, not ones and zeros. While the masses chase castles in the air, hard assets (oil, gold, silver) break out in symbiosis. This is the monetary reality catching up with the paper world. 3. Cash cow paradigm: Companies like Exxon and less hungry players like Meren Energy are still valued as if oil will cost half of what it does. At $200 per barrel, these companies transform into unparalleled cash flow machines. They will drown their shareholders in dividends while the rest of the market desperately searches for returns. To bet against this chart is to bet against 150 years of natural laws. The market is sleeping now, but the awakening will be expensive for those who stand outside. History always wins. Are you in or are you watching?
    22.1.
    ·
    22.1.
    ·
    Ha, ha, ha.. The skeptics, of course one is in, for a long time now..... But even if I don't fully agree with you on all your points, generally I do agree. Oil can only become cheaper if the market is flooded with oil and that is not of interest to the oil-producing countries even if they do so in relatively short intervals. Humanity cannot be without oil, neither for fuel nor all the plastic parts a society needs, and there are many more areas than what the common man thinks of.
  • 20.1.
    ·
    20.1.
    ·
    Considering taking a position here, but there isn't much info on the Nordnet page actually. No figures around revenue, only market value with financial statements and some positive price targets. Does anyone know how much they produce of various things? What is their average break-even? Is there further potential for an increase in production? How many reserves in the field bank do they have left to produce eventually?
    21.1.
    ·
    21.1.
    ·
    There's a lot on Discord
    22.1.
    ·
    22.1.
    ·
    Do you have a link to the Discord?
  • 17.1.
    ·
    17.1.
    ·
    I was thinking of entering the stock next week. Does anyone know if withholding tax is deducted from the dividend?
    21.1.
    ·
    21.1.
    ·
    Thanks for that info. That's not how I've done it.
  • 12.1.
    Generational Dislocation in Meren Energy Price Target in (Base Case) 29,50kr The amalgamation with BTG Pactual Oil & Gas, completed on March 19, 2025, represents the single most transformative event in the company's history.5 By issuing 239,828,655 common shares, Meren consolidated the remaining 50 percent interest in Meren Coöperatief U.A. (previously Prime), effectively doubling its working interest production and reserves in Nigeria.5This transaction was more than a mere asset acquisition; it was a strategic alignment with the largest investment bank in Latin America. BTG Oil & Gas now holds a 35.5 percent cornerstone stake, providing Meren with sophisticated financial backing and a long-term institutional stability that is rare in the small-to-mid-cap energy space.5 The presence of BTG on the board of directors ensures a disciplined capital allocation framework focused on the three priorities of debt reduction, shareholder returns, and funded growth.5Structural Consolidation and Cash Flow ControlPrior to the amalgamation, Meren (as Africa Oil) functioned largely as a holding company, receiving periodic dividends from a joint venture over which it did not have full financial control. The new structure allows for the full consolidation of Meren Coop’s balance sheet and cash flows.5 This provides investors with unprecedented transparency and gives management direct access to the Nigerian "cash engine" to fund the development of the Orange Basin discoveries without needing further equity injections.5Pro Forma MetricAfrica Oil (Pre-Deal)Meren Energy (Post-Amalgamation)WI Production (boepd)~16,500~31,000 – 33,000Entitlement Production (boepd)~19,000~35,000 – 37,500Annual Base Dividend (USD)~$22 Million$100.3 MillionNet Debt / EBITDAXN/A0.4xNigerian Reserves (2P)~49 MMboe~98 MMboeSource: Analysis of March 2025 Pro Forma statements and Q3 2025 MD&A.5The Nigerian Engine: High Netbacks in a Deepwater SanctuaryThe bedrock of Meren’s valuation is its interest in three of the most prolific deepwater fields in the Niger Delta: Akpo, Egina, and Agbami. These assets are characterized by their high reliability, world-class operators (TotalEnergies and Chevron), and a favorable fiscal regime that has been optimized under the new Nigerian Petroleum Industry Act (PIA).5Operational Excellence and Infill SuccessMeren’s Nigerian portfolio is not a static asset base; it is actively managed to mitigate natural reservoir declines and maximize recovery. In the third quarter of 2025, the company achieved an average daily working interest production of 31,100 boepd and an entitlement production of 35,600 boepd.5 This performance was achieved despite several operational challenges, including gas export restrictions at the aging Nigeria LNG facility and seawater injection maintenance at the Agbami field.5The resilience of the production is driven by successful drilling and well intervention programs. At the Akpo field, new wells brought online in mid-2025 have outperformed expectations, while well interventions at Egina have maintained high production efficiency.5 The company and its partners have utilized a strategic break in the Akpo/Egina drilling campaign to interpret 4D seismic data, a critical process that allows for the precise placement of future infill wells to counter reservoir depletion.5The PIA Re-Rating: A Generational Fiscal TailwindsThe conversion of Meren’s Nigerian licenses to PIA terms has fundamentally altered the economics of the assets. By opting into the new regime, the company transitioned from the legacy Petroleum Profit Tax (PPT) to a more attractive CIT and royalty framework.5 The impact of this shift is twofold:Immediate Value: The conversion triggered a significant deferred tax release and established a stable fiscal roadmap for the next two decades.5License Longevity: The leases for PML 2 (Akpo), PML 3 (Egina), and PML 52 (Agbami) have been renewed for 20-year terms, ensuring that Meren remains the primary beneficiary of these high-margin barrels until 2043/2044.5The cash flow generation from this segment is robust. With opex/boe averaging $10.7 to $11.8 and realized oil prices often achieving a premium to Dated Brent (averaging $74.9/bbl for the first nine months of 2025), Meren’s netbacks are among the highest in the global independent E&P universe.5The Namibia Multiplier: Unlocking the Venus "Hidden Goldmine"If Nigeria is the engine of Meren’s current cash flow, Namibia is the rocket fuel for its future valuation. Meren holds an effective 3.8 percent indirect interest in Blocks 2912 and 2913B offshore Namibia through its 39.5 percent shareholding in Impact Oil and Gas.5 This position represents one of the most asymmetric value propositions in modern energy finance.Venus: A World-Class Tier 1 DiscoveryThe Venus discovery in the Orange Basin is a world-class asset by any measure. It was the largest oil discovery globally in 2022 and has fundamentally de-risked a new petroleum province that rivals the Gu
    12.1.
    ·
    12.1.
    ·
    You can always upload it in smaller pieces or why not send the link to the original.... 😉
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
41 812
Myynti
Määrä
41 744

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
41--
64--
41--
23--
41--
Ylin
13,456
VWAP
13,222
Alin
13,062
VaihtoMäärä
9,8 741 855
VWAP
13,222
Ylin
13,456
Alin
13,062
VaihtoMäärä
9,8 741 855

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, FactSet
Seuraava tapahtuma
2025 Q4 -tulosraportti
25.2.
Menneet tapahtumat
2025 Q3 -tulosraportti17.11.2025
2025 Q2 -tulosraportti14.8.2025
2025 Q1 -tulosraportti16.5.2025
2024 Q4 -tulosraportti28.2.2025
2024 Q3 -tulosraportti15.11.2024

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q3 -tulosraportti
72 päivää sitten29 min

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: Quartr, FactSet
Seuraava tapahtuma
2025 Q4 -tulosraportti
25.2.
Menneet tapahtumat
2025 Q3 -tulosraportti17.11.2025
2025 Q2 -tulosraportti14.8.2025
2025 Q1 -tulosraportti16.5.2025
2024 Q4 -tulosraportti28.2.2025
2024 Q3 -tulosraportti15.11.2024

Tuotteita joiden kohde-etuutena tämä arvopaperi

0,0524 CAD/osake
Viimeisin osinko
10,31%Tuotto/v

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 23.1.
    ·
    23.1.
    ·
    I think Meren's oil is starting to pick up a bit now, let's hope it continues 👋
    11 t sitten
    ·
    11 t sitten
    ·
    Owners on Nordnet are increasing 👋
  • 22.1.
    ·
    22.1.
    ·
    That Oil will go to 200 dollars is not a guess !!! Companies like Exxon, Meren Energy are well positioned ... 1. The base is law: Look at the chart. We have had 15 years of consolidation. In trading, this is called a "coiled spring". The longer the base, the more explosive the breakout. That oil will go to $200 is not a guess, it is mathematical regression to the historical pattern. 2. The ignorance of the flock: Investors have been brainwashed by tech multiples and ESG rhetoric. They have forgotten that the world is driven by molecules, not ones and zeros. While the masses chase castles in the air, hard assets (oil, gold, silver) break out in symbiosis. This is the monetary reality catching up with the paper world. 3. Cash cow paradigm: Companies like Exxon and less hungry players like Meren Energy are still valued as if oil will cost half of what it does. At $200 per barrel, these companies transform into unparalleled cash flow machines. They will drown their shareholders in dividends while the rest of the market desperately searches for returns. To bet against this chart is to bet against 150 years of natural laws. The market is sleeping now, but the awakening will be expensive for those who stand outside. History always wins. Are you in or are you watching?
    22.1.
    ·
    22.1.
    ·
    Ha, ha, ha.. The skeptics, of course one is in, for a long time now..... But even if I don't fully agree with you on all your points, generally I do agree. Oil can only become cheaper if the market is flooded with oil and that is not of interest to the oil-producing countries even if they do so in relatively short intervals. Humanity cannot be without oil, neither for fuel nor all the plastic parts a society needs, and there are many more areas than what the common man thinks of.
  • 20.1.
    ·
    20.1.
    ·
    Considering taking a position here, but there isn't much info on the Nordnet page actually. No figures around revenue, only market value with financial statements and some positive price targets. Does anyone know how much they produce of various things? What is their average break-even? Is there further potential for an increase in production? How many reserves in the field bank do they have left to produce eventually?
    21.1.
    ·
    21.1.
    ·
    There's a lot on Discord
    22.1.
    ·
    22.1.
    ·
    Do you have a link to the Discord?
  • 17.1.
    ·
    17.1.
    ·
    I was thinking of entering the stock next week. Does anyone know if withholding tax is deducted from the dividend?
    21.1.
    ·
    21.1.
    ·
    Thanks for that info. That's not how I've done it.
  • 12.1.
    Generational Dislocation in Meren Energy Price Target in (Base Case) 29,50kr The amalgamation with BTG Pactual Oil & Gas, completed on March 19, 2025, represents the single most transformative event in the company's history.5 By issuing 239,828,655 common shares, Meren consolidated the remaining 50 percent interest in Meren Coöperatief U.A. (previously Prime), effectively doubling its working interest production and reserves in Nigeria.5This transaction was more than a mere asset acquisition; it was a strategic alignment with the largest investment bank in Latin America. BTG Oil & Gas now holds a 35.5 percent cornerstone stake, providing Meren with sophisticated financial backing and a long-term institutional stability that is rare in the small-to-mid-cap energy space.5 The presence of BTG on the board of directors ensures a disciplined capital allocation framework focused on the three priorities of debt reduction, shareholder returns, and funded growth.5Structural Consolidation and Cash Flow ControlPrior to the amalgamation, Meren (as Africa Oil) functioned largely as a holding company, receiving periodic dividends from a joint venture over which it did not have full financial control. The new structure allows for the full consolidation of Meren Coop’s balance sheet and cash flows.5 This provides investors with unprecedented transparency and gives management direct access to the Nigerian "cash engine" to fund the development of the Orange Basin discoveries without needing further equity injections.5Pro Forma MetricAfrica Oil (Pre-Deal)Meren Energy (Post-Amalgamation)WI Production (boepd)~16,500~31,000 – 33,000Entitlement Production (boepd)~19,000~35,000 – 37,500Annual Base Dividend (USD)~$22 Million$100.3 MillionNet Debt / EBITDAXN/A0.4xNigerian Reserves (2P)~49 MMboe~98 MMboeSource: Analysis of March 2025 Pro Forma statements and Q3 2025 MD&A.5The Nigerian Engine: High Netbacks in a Deepwater SanctuaryThe bedrock of Meren’s valuation is its interest in three of the most prolific deepwater fields in the Niger Delta: Akpo, Egina, and Agbami. These assets are characterized by their high reliability, world-class operators (TotalEnergies and Chevron), and a favorable fiscal regime that has been optimized under the new Nigerian Petroleum Industry Act (PIA).5Operational Excellence and Infill SuccessMeren’s Nigerian portfolio is not a static asset base; it is actively managed to mitigate natural reservoir declines and maximize recovery. In the third quarter of 2025, the company achieved an average daily working interest production of 31,100 boepd and an entitlement production of 35,600 boepd.5 This performance was achieved despite several operational challenges, including gas export restrictions at the aging Nigeria LNG facility and seawater injection maintenance at the Agbami field.5The resilience of the production is driven by successful drilling and well intervention programs. At the Akpo field, new wells brought online in mid-2025 have outperformed expectations, while well interventions at Egina have maintained high production efficiency.5 The company and its partners have utilized a strategic break in the Akpo/Egina drilling campaign to interpret 4D seismic data, a critical process that allows for the precise placement of future infill wells to counter reservoir depletion.5The PIA Re-Rating: A Generational Fiscal TailwindsThe conversion of Meren’s Nigerian licenses to PIA terms has fundamentally altered the economics of the assets. By opting into the new regime, the company transitioned from the legacy Petroleum Profit Tax (PPT) to a more attractive CIT and royalty framework.5 The impact of this shift is twofold:Immediate Value: The conversion triggered a significant deferred tax release and established a stable fiscal roadmap for the next two decades.5License Longevity: The leases for PML 2 (Akpo), PML 3 (Egina), and PML 52 (Agbami) have been renewed for 20-year terms, ensuring that Meren remains the primary beneficiary of these high-margin barrels until 2043/2044.5The cash flow generation from this segment is robust. With opex/boe averaging $10.7 to $11.8 and realized oil prices often achieving a premium to Dated Brent (averaging $74.9/bbl for the first nine months of 2025), Meren’s netbacks are among the highest in the global independent E&P universe.5The Namibia Multiplier: Unlocking the Venus "Hidden Goldmine"If Nigeria is the engine of Meren’s current cash flow, Namibia is the rocket fuel for its future valuation. Meren holds an effective 3.8 percent indirect interest in Blocks 2912 and 2913B offshore Namibia through its 39.5 percent shareholding in Impact Oil and Gas.5 This position represents one of the most asymmetric value propositions in modern energy finance.Venus: A World-Class Tier 1 DiscoveryThe Venus discovery in the Orange Basin is a world-class asset by any measure. It was the largest oil discovery globally in 2022 and has fundamentally de-risked a new petroleum province that rivals the Gu
    12.1.
    ·
    12.1.
    ·
    You can always upload it in smaller pieces or why not send the link to the original.... 😉
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
41 812
Myynti
Määrä
41 744

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
41--
64--
41--
23--
41--
Ylin
13,456
VWAP
13,222
Alin
13,062
VaihtoMäärä
9,8 741 855
VWAP
13,222
Ylin
13,456
Alin
13,062
VaihtoMäärä
9,8 741 855

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