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Panoro Energy

Ylin-
Alin-
Vaihto-
2026 Q2 - tulosraportti
27 päivää sitten
0,374 NOK/osake
Viimeisin osinko
7,11%Tuotto/v

Tarjoustasot

Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
1 530--
1 530--
826--
940--
550--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Rahastot ja ETF:t, joilla on osaketta

Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.

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

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.

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 2 t sitten
    ·
    28 min sitten
    ·
    Here is geminis' assessment of the presentation that Panoro is holding at the Pareto conference later today. Take it with a grain of salt, but it still looks solidly undervalued. ...... New bond financing of USD 50 million (Slide 4): Panoro reveals how the cash settlement for CI-27 was structured: A new unsecured senior bond loan of USD 50 million has been issued. The loan is fully subscribed by two long-term strategic investors, has a coupon rate of 10.25 % and matures in 2031. This clarifies the financing without the company having to deplete its existing cash reserves or draw too heavily on revolving credit facilities. Explicit 5-year cash flow guidance (Slide 5): The company presents a five-year forecast (Q3 2026–Q3 2031) for operational cash flow after tax, G&A and Capex: At $60/barrel: ~$740 million USD. At $75/barrel: ~$1,050 million USD (~1.05 billion USD). At $90/barrel: ~$1,410 million USD (~1.41 billion USD). In comparison, the gross debt (including the new bond) is only USD 350 million. This highlights a massive liquidity surplus even at low oil prices. Production trajectory towards ~23,000 boepd in 2027 (Slide 5): Today's net production is confirmed at ~21,500 boepd (18.2 kbopd oil + 3.3 kboepd CI-27 gas). When the four new production wells at MaBoMo Phase 2 (Gabon) and the Ceiba initiatives (Equatorial Guinea) are fully operational in 2027, Panoro guides for a total group production of ~23,000 boepd. Concrete 5-year plan for Block G (Slide 7): Panoro and operator Trident aim to raise gross production at Block G back to 30,000 bopd (up from ~23,000 bopd today) through well interventions and new infill wells, and increase the recovery rate towards 30 % by 2040. Drilling rig in place at Dussafu (Slide 9): The Borr Prospector rig is now drilling two appraisal wells at Northwest Hibiscus. Drilling of the four production wells starts in Q3, with first oil in early 2027 (~5,000 bopd per well gross), which will bring Dussafu up to its named plateau capacity of ~40,000 bopd gross. Accelerated gas/condensate development at Block EG-23 (Slide 8): The Estrella and Rodo discoveries are being matured as a coordinated fast-track development directly connected to the Alba infrastructure only 20 km away, with the possibility of appraisal drilling as early as 2027. What does this mean for the stock (PEN)? The company's value appears mispriced against its cash flow: With a share price of NOK 32.20 (closing price September 14) and 140.4 million shares, Panoro has a market capitalization of around NOK 4.5 billion (~USD 430 million). When the company itself guides for a free cash flow after tax and capex of USD 1,050 million at $75 oil over the next five years, the stock is priced at less than half of its accumulated 5-year cash flow. In today's market with oil prices over $100, this discount becomes even more significant. The financing structure removes short-term uncertainty: The new 50M USD bond (10.25 % interest until 2031) provides a secure financial platform. It eliminates the need for equity issues to cover working capital after the acquisitions. Secures the dividend ramp-up from December 2026: With cash reserves intact and confirmed production growth towards 23k boepd in 2027, there are no financial obstacles to fully deliver on the dividend ramp-up (NOK 0.75–0.90+ per share) from December and further into 2027.
  • 4 t sitten
    ·
    DNO received 7 million shares yesterday. All shares decrease automatically. So no panic, thanks!
    3 t sitten
    ·
    Cobas has apparently increased by 600k shares!
  • 21 t sitten
    ·
    Far too much uncertainty in the market. Possibly we will go down to 30 today.
  • 1 päivä sitten
    ·
    Sell on news? Not for me!
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
27 päivää sitten
0,374 NOK/osake
Viimeisin osinko
7,11%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.

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 2 t sitten
    ·
    28 min sitten
    ·
    Here is geminis' assessment of the presentation that Panoro is holding at the Pareto conference later today. Take it with a grain of salt, but it still looks solidly undervalued. ...... New bond financing of USD 50 million (Slide 4): Panoro reveals how the cash settlement for CI-27 was structured: A new unsecured senior bond loan of USD 50 million has been issued. The loan is fully subscribed by two long-term strategic investors, has a coupon rate of 10.25 % and matures in 2031. This clarifies the financing without the company having to deplete its existing cash reserves or draw too heavily on revolving credit facilities. Explicit 5-year cash flow guidance (Slide 5): The company presents a five-year forecast (Q3 2026–Q3 2031) for operational cash flow after tax, G&A and Capex: At $60/barrel: ~$740 million USD. At $75/barrel: ~$1,050 million USD (~1.05 billion USD). At $90/barrel: ~$1,410 million USD (~1.41 billion USD). In comparison, the gross debt (including the new bond) is only USD 350 million. This highlights a massive liquidity surplus even at low oil prices. Production trajectory towards ~23,000 boepd in 2027 (Slide 5): Today's net production is confirmed at ~21,500 boepd (18.2 kbopd oil + 3.3 kboepd CI-27 gas). When the four new production wells at MaBoMo Phase 2 (Gabon) and the Ceiba initiatives (Equatorial Guinea) are fully operational in 2027, Panoro guides for a total group production of ~23,000 boepd. Concrete 5-year plan for Block G (Slide 7): Panoro and operator Trident aim to raise gross production at Block G back to 30,000 bopd (up from ~23,000 bopd today) through well interventions and new infill wells, and increase the recovery rate towards 30 % by 2040. Drilling rig in place at Dussafu (Slide 9): The Borr Prospector rig is now drilling two appraisal wells at Northwest Hibiscus. Drilling of the four production wells starts in Q3, with first oil in early 2027 (~5,000 bopd per well gross), which will bring Dussafu up to its named plateau capacity of ~40,000 bopd gross. Accelerated gas/condensate development at Block EG-23 (Slide 8): The Estrella and Rodo discoveries are being matured as a coordinated fast-track development directly connected to the Alba infrastructure only 20 km away, with the possibility of appraisal drilling as early as 2027. What does this mean for the stock (PEN)? The company's value appears mispriced against its cash flow: With a share price of NOK 32.20 (closing price September 14) and 140.4 million shares, Panoro has a market capitalization of around NOK 4.5 billion (~USD 430 million). When the company itself guides for a free cash flow after tax and capex of USD 1,050 million at $75 oil over the next five years, the stock is priced at less than half of its accumulated 5-year cash flow. In today's market with oil prices over $100, this discount becomes even more significant. The financing structure removes short-term uncertainty: The new 50M USD bond (10.25 % interest until 2031) provides a secure financial platform. It eliminates the need for equity issues to cover working capital after the acquisitions. Secures the dividend ramp-up from December 2026: With cash reserves intact and confirmed production growth towards 23k boepd in 2027, there are no financial obstacles to fully deliver on the dividend ramp-up (NOK 0.75–0.90+ per share) from December and further into 2027.
  • 4 t sitten
    ·
    DNO received 7 million shares yesterday. All shares decrease automatically. So no panic, thanks!
    3 t sitten
    ·
    Cobas has apparently increased by 600k shares!
  • 21 t sitten
    ·
    Far too much uncertainty in the market. Possibly we will go down to 30 today.
  • 1 päivä sitten
    ·
    Sell on news? Not for me!
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

AikaHintaMääräOstajaMyyjä
1 530--
1 530--
826--
940--
550--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Rahastot ja ETF:t, joilla on osaketta

Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.

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
27 päivää 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: 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
7,11%Tuotto/v

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 2 t sitten
    ·
    28 min sitten
    ·
    Here is geminis' assessment of the presentation that Panoro is holding at the Pareto conference later today. Take it with a grain of salt, but it still looks solidly undervalued. ...... New bond financing of USD 50 million (Slide 4): Panoro reveals how the cash settlement for CI-27 was structured: A new unsecured senior bond loan of USD 50 million has been issued. The loan is fully subscribed by two long-term strategic investors, has a coupon rate of 10.25 % and matures in 2031. This clarifies the financing without the company having to deplete its existing cash reserves or draw too heavily on revolving credit facilities. Explicit 5-year cash flow guidance (Slide 5): The company presents a five-year forecast (Q3 2026–Q3 2031) for operational cash flow after tax, G&A and Capex: At $60/barrel: ~$740 million USD. At $75/barrel: ~$1,050 million USD (~1.05 billion USD). At $90/barrel: ~$1,410 million USD (~1.41 billion USD). In comparison, the gross debt (including the new bond) is only USD 350 million. This highlights a massive liquidity surplus even at low oil prices. Production trajectory towards ~23,000 boepd in 2027 (Slide 5): Today's net production is confirmed at ~21,500 boepd (18.2 kbopd oil + 3.3 kboepd CI-27 gas). When the four new production wells at MaBoMo Phase 2 (Gabon) and the Ceiba initiatives (Equatorial Guinea) are fully operational in 2027, Panoro guides for a total group production of ~23,000 boepd. Concrete 5-year plan for Block G (Slide 7): Panoro and operator Trident aim to raise gross production at Block G back to 30,000 bopd (up from ~23,000 bopd today) through well interventions and new infill wells, and increase the recovery rate towards 30 % by 2040. Drilling rig in place at Dussafu (Slide 9): The Borr Prospector rig is now drilling two appraisal wells at Northwest Hibiscus. Drilling of the four production wells starts in Q3, with first oil in early 2027 (~5,000 bopd per well gross), which will bring Dussafu up to its named plateau capacity of ~40,000 bopd gross. Accelerated gas/condensate development at Block EG-23 (Slide 8): The Estrella and Rodo discoveries are being matured as a coordinated fast-track development directly connected to the Alba infrastructure only 20 km away, with the possibility of appraisal drilling as early as 2027. What does this mean for the stock (PEN)? The company's value appears mispriced against its cash flow: With a share price of NOK 32.20 (closing price September 14) and 140.4 million shares, Panoro has a market capitalization of around NOK 4.5 billion (~USD 430 million). When the company itself guides for a free cash flow after tax and capex of USD 1,050 million at $75 oil over the next five years, the stock is priced at less than half of its accumulated 5-year cash flow. In today's market with oil prices over $100, this discount becomes even more significant. The financing structure removes short-term uncertainty: The new 50M USD bond (10.25 % interest until 2031) provides a secure financial platform. It eliminates the need for equity issues to cover working capital after the acquisitions. Secures the dividend ramp-up from December 2026: With cash reserves intact and confirmed production growth towards 23k boepd in 2027, there are no financial obstacles to fully deliver on the dividend ramp-up (NOK 0.75–0.90+ per share) from December and further into 2027.
  • 4 t sitten
    ·
    DNO received 7 million shares yesterday. All shares decrease automatically. So no panic, thanks!
    3 t sitten
    ·
    Cobas has apparently increased by 600k shares!
  • 21 t sitten
    ·
    Far too much uncertainty in the market. Possibly we will go down to 30 today.
  • 1 päivä sitten
    ·
    Sell on news? Not for me!
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

AikaHintaMääräOstajaMyyjä
1 530--
1 530--
826--
940--
550--

Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.

Rahastot ja ETF:t, joilla on osaketta

Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.

Välittäjätilasto

Dataa ei löytynyt