Q3-osavuosiraportti
8 päivää sitten‧41 min
0,705 NOK/osake
Viimeisin osinko
12,93 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.11. | |
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2025 Q1-osavuosiraportti | 21.5. | |
| 2024 Yhtiökokous | 21.5. | |
| 2024 Q4-osavuosiraportti | 25.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenSmells like a price increase here? Awaiting dividend, price target..?
·2 päivää sittenIn the long run, I believe it is likely that today's price will prove to be a good entry point. The market is currently pushing down the oil price due to fears of a possible oil surplus next year and into 27. But the oil price is difficult to predict, and OPEC might decide to reduce supply if the price drops significantly. Even with a saw-toothed production profile on the fields in West Africa, the barrels are produced relatively cheaply, and I believe the 4 new wells coming next year are manageable cost-wise. I'm a bit more uncertain about the costs of development in EG, but here they state outright that they are looking for a farm down. With a slightly longer-term perspective, I think this will turn out well, even if it might be bumpy along the way.
·3 päivää sittenWhen I entered at approx. 27 kr, (now approx. 24 due to dividend), it was with 80$ per barrel in mind, which would have resulted in 40MUSD more in cash over the year. It is then not difficult to understand that Panoro fluctuates with the oil price. Then we would not have been worried about loan serviceability, and we would probably have seen an extra dividend in Q3 as previously hinted. Today's share price is therefore mainly about the oil price. I believe we will see oil prices next year in the low 60s, but improved PEN production throughout the year. With an average of 11000+ barrels per day, that makes 1 million barrels per quarter. That is 250MUSD in earnings 2026, compared to 150MUSD so far this year. (We will probably get somewhere between 210, and 240 this year). I believe the last quarter, or the first next year, will rectify cash flow enough that we will get through next year's loan obligations well. The question that then remains is what the oil price will actually be. Personally, I believe the fundamentals justify an oil price where it is now, but only if there actually is peace. If there is no peace, we should have bottomed out already. The shadow fleet is almost full. There are soon no ships left to load Russian oil. Then it stops. I believe OPEC is interested in removing all production restrictions. If they do that, they can soon renegotiate all members' quotas based on what they can actually produce. I believe Saudi has given up deterring others' investments with inflated reserve capacity. But. It is important to remember that what OPEC actually writes is that they reserve the right to change production based on demand. i.e. up or down. They have never said that they will reclaim market share as far as I know. Overall, I believe they will keep the WTI price just under 60 next year, to limit shale oil for a while longer. It will nevertheless only be a question of when the market starts thinking about limitations in oil supply rather than overcapacity. I believe that mindset will be priced in already next year
·3 päivää sittenTime to buy some!
·3 päivää sittenI thought the same. Then it went straight down again. I can't help but think that Panoro must be a relatively safe choice in the somewhat longer term?3 päivää sitten · Muokattu3 päivää sitten · MuokattuDetailed 5y project plans: https://mb.cision.com/Public/399/4269959/b1450ba04cfc3055.pdf- ·21.11.Oslo (Infront TDN Direkt): Fearnley Securities lowers its price target on Panoro Energy to 35 kroner from 40 kroner, but reiterates a buy recommendation on the share. This appears in an update on Friday. The brokerage has revised down production estimates for the fourth quarter and 2026-2027 following the company's updated guidance and thus lowers the price target. <<We estimate a production in the fourth quarter of 10,100 barrels of oil equivalents per day (previously 11,600 boepd), which gives an annual production of 10,600 boepd -- in line with the guidance of slightly under 11,000 boepd. For 2026-2027, we adjust our estimates to respectively 12,000 and 11,500 boepd -- approximately 2.5 percent lower than previously>>, writes the brokerage.
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 ja analyysit
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.
Q3-osavuosiraportti
8 päivää sitten‧41 min
0,705 NOK/osake
Viimeisin osinko
12,93 %Tuotto/v
Uutiset ja analyysit
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
- ·2 päivää sittenSmells like a price increase here? Awaiting dividend, price target..?·2 päivää sittenIn the long run, I believe it is likely that today's price will prove to be a good entry point. The market is currently pushing down the oil price due to fears of a possible oil surplus next year and into 27. But the oil price is difficult to predict, and OPEC might decide to reduce supply if the price drops significantly. Even with a saw-toothed production profile on the fields in West Africa, the barrels are produced relatively cheaply, and I believe the 4 new wells coming next year are manageable cost-wise. I'm a bit more uncertain about the costs of development in EG, but here they state outright that they are looking for a farm down. With a slightly longer-term perspective, I think this will turn out well, even if it might be bumpy along the way.
- ·3 päivää sittenWhen I entered at approx. 27 kr, (now approx. 24 due to dividend), it was with 80$ per barrel in mind, which would have resulted in 40MUSD more in cash over the year. It is then not difficult to understand that Panoro fluctuates with the oil price. Then we would not have been worried about loan serviceability, and we would probably have seen an extra dividend in Q3 as previously hinted. Today's share price is therefore mainly about the oil price. I believe we will see oil prices next year in the low 60s, but improved PEN production throughout the year. With an average of 11000+ barrels per day, that makes 1 million barrels per quarter. That is 250MUSD in earnings 2026, compared to 150MUSD so far this year. (We will probably get somewhere between 210, and 240 this year). I believe the last quarter, or the first next year, will rectify cash flow enough that we will get through next year's loan obligations well. The question that then remains is what the oil price will actually be. Personally, I believe the fundamentals justify an oil price where it is now, but only if there actually is peace. If there is no peace, we should have bottomed out already. The shadow fleet is almost full. There are soon no ships left to load Russian oil. Then it stops. I believe OPEC is interested in removing all production restrictions. If they do that, they can soon renegotiate all members' quotas based on what they can actually produce. I believe Saudi has given up deterring others' investments with inflated reserve capacity. But. It is important to remember that what OPEC actually writes is that they reserve the right to change production based on demand. i.e. up or down. They have never said that they will reclaim market share as far as I know. Overall, I believe they will keep the WTI price just under 60 next year, to limit shale oil for a while longer. It will nevertheless only be a question of when the market starts thinking about limitations in oil supply rather than overcapacity. I believe that mindset will be priced in already next year
- ·3 päivää sittenTime to buy some!·3 päivää sittenI thought the same. Then it went straight down again. I can't help but think that Panoro must be a relatively safe choice in the somewhat longer term?3 päivää sitten · Muokattu3 päivää sitten · MuokattuDetailed 5y project plans: https://mb.cision.com/Public/399/4269959/b1450ba04cfc3055.pdf
- ·21.11.Oslo (Infront TDN Direkt): Fearnley Securities lowers its price target on Panoro Energy to 35 kroner from 40 kroner, but reiterates a buy recommendation on the share. This appears in an update on Friday. The brokerage has revised down production estimates for the fourth quarter and 2026-2027 following the company's updated guidance and thus lowers the price target. <<We estimate a production in the fourth quarter of 10,100 barrels of oil equivalents per day (previously 11,600 boepd), which gives an annual production of 10,600 boepd -- in line with the guidance of slightly under 11,000 boepd. For 2026-2027, we adjust our estimates to respectively 12,000 and 11,500 boepd -- approximately 2.5 percent lower than previously>>, writes the brokerage.
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
Oslo Børs
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.11. | |
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2025 Q1-osavuosiraportti | 21.5. | |
| 2024 Yhtiökokous | 21.5. | |
| 2024 Q4-osavuosiraportti | 25.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
8 päivää sitten‧41 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.11. | |
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2025 Q1-osavuosiraportti | 21.5. | |
| 2024 Yhtiökokous | 21.5. | |
| 2024 Q4-osavuosiraportti | 25.2. |
Datan lähde: Millistream, Quartr
0,705 NOK/osake
Viimeisin osinko
12,93 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenSmells like a price increase here? Awaiting dividend, price target..?·2 päivää sittenIn the long run, I believe it is likely that today's price will prove to be a good entry point. The market is currently pushing down the oil price due to fears of a possible oil surplus next year and into 27. But the oil price is difficult to predict, and OPEC might decide to reduce supply if the price drops significantly. Even with a saw-toothed production profile on the fields in West Africa, the barrels are produced relatively cheaply, and I believe the 4 new wells coming next year are manageable cost-wise. I'm a bit more uncertain about the costs of development in EG, but here they state outright that they are looking for a farm down. With a slightly longer-term perspective, I think this will turn out well, even if it might be bumpy along the way.
- ·3 päivää sittenWhen I entered at approx. 27 kr, (now approx. 24 due to dividend), it was with 80$ per barrel in mind, which would have resulted in 40MUSD more in cash over the year. It is then not difficult to understand that Panoro fluctuates with the oil price. Then we would not have been worried about loan serviceability, and we would probably have seen an extra dividend in Q3 as previously hinted. Today's share price is therefore mainly about the oil price. I believe we will see oil prices next year in the low 60s, but improved PEN production throughout the year. With an average of 11000+ barrels per day, that makes 1 million barrels per quarter. That is 250MUSD in earnings 2026, compared to 150MUSD so far this year. (We will probably get somewhere between 210, and 240 this year). I believe the last quarter, or the first next year, will rectify cash flow enough that we will get through next year's loan obligations well. The question that then remains is what the oil price will actually be. Personally, I believe the fundamentals justify an oil price where it is now, but only if there actually is peace. If there is no peace, we should have bottomed out already. The shadow fleet is almost full. There are soon no ships left to load Russian oil. Then it stops. I believe OPEC is interested in removing all production restrictions. If they do that, they can soon renegotiate all members' quotas based on what they can actually produce. I believe Saudi has given up deterring others' investments with inflated reserve capacity. But. It is important to remember that what OPEC actually writes is that they reserve the right to change production based on demand. i.e. up or down. They have never said that they will reclaim market share as far as I know. Overall, I believe they will keep the WTI price just under 60 next year, to limit shale oil for a while longer. It will nevertheless only be a question of when the market starts thinking about limitations in oil supply rather than overcapacity. I believe that mindset will be priced in already next year
- ·3 päivää sittenTime to buy some!·3 päivää sittenI thought the same. Then it went straight down again. I can't help but think that Panoro must be a relatively safe choice in the somewhat longer term?3 päivää sitten · Muokattu3 päivää sitten · MuokattuDetailed 5y project plans: https://mb.cision.com/Public/399/4269959/b1450ba04cfc3055.pdf
- ·21.11.Oslo (Infront TDN Direkt): Fearnley Securities lowers its price target on Panoro Energy to 35 kroner from 40 kroner, but reiterates a buy recommendation on the share. This appears in an update on Friday. The brokerage has revised down production estimates for the fourth quarter and 2026-2027 following the company's updated guidance and thus lowers the price target. <<We estimate a production in the fourth quarter of 10,100 barrels of oil equivalents per day (previously 11,600 boepd), which gives an annual production of 10,600 boepd -- in line with the guidance of slightly under 11,000 boepd. For 2026-2027, we adjust our estimates to respectively 12,000 and 11,500 boepd -- approximately 2.5 percent lower than previously>>, writes the brokerage.
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
Oslo Børs
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt