2026 Q2 - tulosraportti
27 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
7,11%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 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.
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
Kirjaudu
·2 t sittenHere he is again.. Mr. Gaute. Is he short, I wonder? https://www.finansavisen.no/finans/2026/09/16/8380654/gaute-eie-oljeprisen-skal-mye-ned
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.
·21 t sittenFar too much uncertainty in the market. Possibly we will go down to 30 today.
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
27 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
7,11%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
Kirjaudu
- ·2 t sittenHere he is again.. Mr. Gaute. Is he short, I wonder? https://www.finansavisen.no/finans/2026/09/16/8380654/gaute-eie-oljeprisen-skal-mye-nedHere 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.
- ·21 t sittenFar too much uncertainty in the market. Possibly we will go down to 30 today.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 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.
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 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
27 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 |
0,374 NOK/osake
Viimeisin osinko
7,11%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenHere he is again.. Mr. Gaute. Is he short, I wonder? https://www.finansavisen.no/finans/2026/09/16/8380654/gaute-eie-oljeprisen-skal-mye-nedHere 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.
- ·21 t sittenFar too much uncertainty in the market. Possibly we will go down to 30 today.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 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.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt