2026 Q2 - tulosraportti
76 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
6,07%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 10 | ||
| 341 | ||
| 399 | ||
| 601 | ||
| 4 121 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 20.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
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
·25 min sittenPanoro sold the oil for 91.2 million dollars in Oct alone. That is about a fifth of the market cap of 4.3 billion, in one month!! Kashen increased in Q3. It went from 57.3 to 76.5 million dollars, even though the company paid 43 million dollars in cash for CI-27 in the same quarter. The rest of the portfolio is delivering. Block G produces around 23,000 barrels a day gross, the gas in the Ivory Coast is stable, and Bourdon is on track for first oil in Q1 2028. Farm-down on EG could come as early as Q4. Valued at P/E 3x given an oil price of 70 for 2027
·1 t sittenhttps://www.finansavisen.no/energi/2026/11/04/8393136/denne-oljeaksjen-ville-han-kjopt-selv-billigste-i-vart-univers-sier-christoffer-bachke – If I were to buy one oil stock today, I would choose Panoro Energy, says Christoffer Bachke at Clarksons Securities. The analyst believes the oil company with operations in Africa is priced too low, despite increased production and prospects for strong cash flow. – The stock trades at a discount of nearly 50 percent to our risk-adjusted NAV estimate, and is thus the cheapest stock in our coverage universe. Clarksons has a buy rating and a price target of 58 kroner. From the share price of 30.15 kroner, that corresponds to an upside of around 90 percent. – The market overlooks Based on Clarksons' estimates, Panoro is priced at under four times expected earnings in 2027 and under three times in 2028, based on an oil price of 75 dollars per barrel. We estimate that the company can generate cash flow equivalent to its entire current enterprise value in about three years, which we believe is highly attractive. Bachke believes the market underestimates both the production improvement at Block G in Equatorial Guinea and the cash flow the company can generate going forward. Gross production has risen from around 15,000 barrels daily in the first quarter to around 23,000 barrels. – This is a very positive development that we believe is not sufficiently reflected in the share price. At the same time, Panoro has received a very good price for its oil. In October, the company sold around 715,000 barrels at an average realized price of 127.50 dollars per barrel. That yielded sales revenues of 91.2 million dollars, compared to 110.2 million dollars in the entire third quarter. The company has previously indicated oil liftings of 2.1–2.5 million barrels in the fourth quarter. – We therefore believe that future cash flow could become very strong. We believe the market is largely overlooking this, says Bachke. Bachke believes the underlying dividend capacity is significantly greater than current payouts show. However, the bond terms limit distributions to shareholders to 50 percent of the previous year's free cash flow to equity. The bonds can first be called in June 2027. – A potential refinancing could thus open the door for significantly higher dividends going forward.
Perhaps my AI messed up. I'll check again, but Clarkson should have an overview. It's exceptionally strong today considering BP and Equinor down 3-4%, so it's clear the update was well received
·5 t sittenThe big surprise is probably the price achieved in Q4, I had thought the freight rates would take our share over 100. There is something here I do not understand. Another thing I do not understand is that they sat with 1.3mboe end June, now with 1.2mboe end sept. they have lifted 1.5 mboe.... then they have produced 1.4mboe? Is that not a bit low? It should probably be 1.6mboe. Is it a production peak that is not counted? They are after all in principle supposed to be close to 1.9mboe/Q in Q4 and increase slowly from there to an average over 2.0mboe/Q in 2027. Also good to know that production is underway at Mabomo. Let us say we get an additional 1.5mboe lifted in Q4 to... well 100$/b . Then we end the year at 482 MUSD!! 200MUSD over previous record
Wrong. If 1.5 mill is sold/lifted in the rest of Q4, then the revenue is 410 mill USD in 2026 IFRS. You are probably thinking of pro forma, which is hypothetical. Q1-3: 161 mill Q4 lifted: 91 mill Q4 rest, 2.3 mill guided minus Q4 lifted (approx. 1.58 mill barrels): 158 mill- ·7 t sittenGreat update today! The company has earned 91m in Oct alone! 🤑🤩 now we see how much money the company brings in on these oil prices! Have also received a significantly higher price than paper brent!Stemmer. Q3 dividend will be as for Q2. Dividend for 2027 will be up to 50% of FCFE in 2026 per covenant.
- 9 t sitten · MuokattuWow!🤩 1.5 mill lifted in q3 / price not great - at 75,00 but generating 110 mio usd. But look at OCT! 715K barrels sold at 127 usd generating 91 mio usd in Oct alone.. that’s incredible for a company with a market cap of just over 400 mio USD… still have 2 mio barrels to lift for q4 with Brent above a 100… Great to see all assets at work, and the company har certainly had a big transformation this year. Drilling at dussafu also confirmed to have resumed as per BWE update last week. In general a very strong update IMO.Slightly weak (versus brent) in q3 as feared yes but next quarter will be amazing. Just to get it out now while oil is still high.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
76 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
6,07%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
- ·25 min sittenPanoro sold the oil for 91.2 million dollars in Oct alone. That is about a fifth of the market cap of 4.3 billion, in one month!! Kashen increased in Q3. It went from 57.3 to 76.5 million dollars, even though the company paid 43 million dollars in cash for CI-27 in the same quarter. The rest of the portfolio is delivering. Block G produces around 23,000 barrels a day gross, the gas in the Ivory Coast is stable, and Bourdon is on track for first oil in Q1 2028. Farm-down on EG could come as early as Q4. Valued at P/E 3x given an oil price of 70 for 2027
- ·1 t sittenhttps://www.finansavisen.no/energi/2026/11/04/8393136/denne-oljeaksjen-ville-han-kjopt-selv-billigste-i-vart-univers-sier-christoffer-bachke – If I were to buy one oil stock today, I would choose Panoro Energy, says Christoffer Bachke at Clarksons Securities. The analyst believes the oil company with operations in Africa is priced too low, despite increased production and prospects for strong cash flow. – The stock trades at a discount of nearly 50 percent to our risk-adjusted NAV estimate, and is thus the cheapest stock in our coverage universe. Clarksons has a buy rating and a price target of 58 kroner. From the share price of 30.15 kroner, that corresponds to an upside of around 90 percent. – The market overlooks Based on Clarksons' estimates, Panoro is priced at under four times expected earnings in 2027 and under three times in 2028, based on an oil price of 75 dollars per barrel. We estimate that the company can generate cash flow equivalent to its entire current enterprise value in about three years, which we believe is highly attractive. Bachke believes the market underestimates both the production improvement at Block G in Equatorial Guinea and the cash flow the company can generate going forward. Gross production has risen from around 15,000 barrels daily in the first quarter to around 23,000 barrels. – This is a very positive development that we believe is not sufficiently reflected in the share price. At the same time, Panoro has received a very good price for its oil. In October, the company sold around 715,000 barrels at an average realized price of 127.50 dollars per barrel. That yielded sales revenues of 91.2 million dollars, compared to 110.2 million dollars in the entire third quarter. The company has previously indicated oil liftings of 2.1–2.5 million barrels in the fourth quarter. – We therefore believe that future cash flow could become very strong. We believe the market is largely overlooking this, says Bachke. Bachke believes the underlying dividend capacity is significantly greater than current payouts show. However, the bond terms limit distributions to shareholders to 50 percent of the previous year's free cash flow to equity. The bonds can first be called in June 2027. – A potential refinancing could thus open the door for significantly higher dividends going forward.Perhaps my AI messed up. I'll check again, but Clarkson should have an overview. It's exceptionally strong today considering BP and Equinor down 3-4%, so it's clear the update was well received
- ·5 t sittenThe big surprise is probably the price achieved in Q4, I had thought the freight rates would take our share over 100. There is something here I do not understand. Another thing I do not understand is that they sat with 1.3mboe end June, now with 1.2mboe end sept. they have lifted 1.5 mboe.... then they have produced 1.4mboe? Is that not a bit low? It should probably be 1.6mboe. Is it a production peak that is not counted? They are after all in principle supposed to be close to 1.9mboe/Q in Q4 and increase slowly from there to an average over 2.0mboe/Q in 2027. Also good to know that production is underway at Mabomo. Let us say we get an additional 1.5mboe lifted in Q4 to... well 100$/b . Then we end the year at 482 MUSD!! 200MUSD over previous recordWrong. If 1.5 mill is sold/lifted in the rest of Q4, then the revenue is 410 mill USD in 2026 IFRS. You are probably thinking of pro forma, which is hypothetical. Q1-3: 161 mill Q4 lifted: 91 mill Q4 rest, 2.3 mill guided minus Q4 lifted (approx. 1.58 mill barrels): 158 mill
- ·7 t sittenGreat update today! The company has earned 91m in Oct alone! 🤑🤩 now we see how much money the company brings in on these oil prices! Have also received a significantly higher price than paper brent!Stemmer. Q3 dividend will be as for Q2. Dividend for 2027 will be up to 50% of FCFE in 2026 per covenant.
- 9 t sitten · MuokattuWow!🤩 1.5 mill lifted in q3 / price not great - at 75,00 but generating 110 mio usd. But look at OCT! 715K barrels sold at 127 usd generating 91 mio usd in Oct alone.. that’s incredible for a company with a market cap of just over 400 mio USD… still have 2 mio barrels to lift for q4 with Brent above a 100… Great to see all assets at work, and the company har certainly had a big transformation this year. Drilling at dussafu also confirmed to have resumed as per BWE update last week. In general a very strong update IMO.Slightly weak (versus brent) in q3 as feared yes but next quarter will be amazing. Just to get it out now while oil is still high.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 10 | ||
| 341 | ||
| 399 | ||
| 601 | ||
| 4 121 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 20.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
76 päivää sitten
‧56 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 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 20.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 20.11.2025 | ||
2025 Q2 - tulosraportti 21.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,374 NOK/osake
Viimeisin osinko
6,07%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·25 min sittenPanoro sold the oil for 91.2 million dollars in Oct alone. That is about a fifth of the market cap of 4.3 billion, in one month!! Kashen increased in Q3. It went from 57.3 to 76.5 million dollars, even though the company paid 43 million dollars in cash for CI-27 in the same quarter. The rest of the portfolio is delivering. Block G produces around 23,000 barrels a day gross, the gas in the Ivory Coast is stable, and Bourdon is on track for first oil in Q1 2028. Farm-down on EG could come as early as Q4. Valued at P/E 3x given an oil price of 70 for 2027
- ·1 t sittenhttps://www.finansavisen.no/energi/2026/11/04/8393136/denne-oljeaksjen-ville-han-kjopt-selv-billigste-i-vart-univers-sier-christoffer-bachke – If I were to buy one oil stock today, I would choose Panoro Energy, says Christoffer Bachke at Clarksons Securities. The analyst believes the oil company with operations in Africa is priced too low, despite increased production and prospects for strong cash flow. – The stock trades at a discount of nearly 50 percent to our risk-adjusted NAV estimate, and is thus the cheapest stock in our coverage universe. Clarksons has a buy rating and a price target of 58 kroner. From the share price of 30.15 kroner, that corresponds to an upside of around 90 percent. – The market overlooks Based on Clarksons' estimates, Panoro is priced at under four times expected earnings in 2027 and under three times in 2028, based on an oil price of 75 dollars per barrel. We estimate that the company can generate cash flow equivalent to its entire current enterprise value in about three years, which we believe is highly attractive. Bachke believes the market underestimates both the production improvement at Block G in Equatorial Guinea and the cash flow the company can generate going forward. Gross production has risen from around 15,000 barrels daily in the first quarter to around 23,000 barrels. – This is a very positive development that we believe is not sufficiently reflected in the share price. At the same time, Panoro has received a very good price for its oil. In October, the company sold around 715,000 barrels at an average realized price of 127.50 dollars per barrel. That yielded sales revenues of 91.2 million dollars, compared to 110.2 million dollars in the entire third quarter. The company has previously indicated oil liftings of 2.1–2.5 million barrels in the fourth quarter. – We therefore believe that future cash flow could become very strong. We believe the market is largely overlooking this, says Bachke. Bachke believes the underlying dividend capacity is significantly greater than current payouts show. However, the bond terms limit distributions to shareholders to 50 percent of the previous year's free cash flow to equity. The bonds can first be called in June 2027. – A potential refinancing could thus open the door for significantly higher dividends going forward.Perhaps my AI messed up. I'll check again, but Clarkson should have an overview. It's exceptionally strong today considering BP and Equinor down 3-4%, so it's clear the update was well received
- ·5 t sittenThe big surprise is probably the price achieved in Q4, I had thought the freight rates would take our share over 100. There is something here I do not understand. Another thing I do not understand is that they sat with 1.3mboe end June, now with 1.2mboe end sept. they have lifted 1.5 mboe.... then they have produced 1.4mboe? Is that not a bit low? It should probably be 1.6mboe. Is it a production peak that is not counted? They are after all in principle supposed to be close to 1.9mboe/Q in Q4 and increase slowly from there to an average over 2.0mboe/Q in 2027. Also good to know that production is underway at Mabomo. Let us say we get an additional 1.5mboe lifted in Q4 to... well 100$/b . Then we end the year at 482 MUSD!! 200MUSD over previous recordWrong. If 1.5 mill is sold/lifted in the rest of Q4, then the revenue is 410 mill USD in 2026 IFRS. You are probably thinking of pro forma, which is hypothetical. Q1-3: 161 mill Q4 lifted: 91 mill Q4 rest, 2.3 mill guided minus Q4 lifted (approx. 1.58 mill barrels): 158 mill
- ·7 t sittenGreat update today! The company has earned 91m in Oct alone! 🤑🤩 now we see how much money the company brings in on these oil prices! Have also received a significantly higher price than paper brent!Stemmer. Q3 dividend will be as for Q2. Dividend for 2027 will be up to 50% of FCFE in 2026 per covenant.
- 9 t sitten · MuokattuWow!🤩 1.5 mill lifted in q3 / price not great - at 75,00 but generating 110 mio usd. But look at OCT! 715K barrels sold at 127 usd generating 91 mio usd in Oct alone.. that’s incredible for a company with a market cap of just over 400 mio USD… still have 2 mio barrels to lift for q4 with Brent above a 100… Great to see all assets at work, and the company har certainly had a big transformation this year. Drilling at dussafu also confirmed to have resumed as per BWE update last week. In general a very strong update IMO.Slightly weak (versus brent) in q3 as feared yes but next quarter will be amazing. Just to get it out now while oil is still high.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 10 | ||
| 341 | ||
| 399 | ||
| 601 | ||
| 4 121 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt