2026 Q2 - tulosraportti
82 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
6,44%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 1 | ||
| 1 435 | ||
| 1 818 | ||
| 3 182 | ||
| 727 |
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
·3 t sittenPanoro Energy currently owns 100% of the exploration license (Working Interest) for ER 376. This is a massive advantage, but since Panoro is a relatively small company (market cap around 4 billion NOK), it also means that they cannot independently finance the huge initial investments (CAPEX) required to build gas and helium infrastructure. Here is a model-calculated "Base Case" calculation of the project's present value (NPV) based on industry standards for an onshore gas/helium project in Africa, step by step. 1. Input Values and Assumptions Panoro's share (Working Interest): 100%. Total recoverable volumes: 85 Bcf Helium and 4,000 Bcf Natural Gas (according to Sproule). Selling prices: Helium $400/Mcf, Natural Gas $6/Mcf. Production life: 25 years (standard for fields of this size). CAPEX (Investments): $3 billion (for drilling, pipelines, and the expensive facility to cool and separate helium from methane). OPEX (Operating Costs): 20% of annual revenues. Taxes & Royalties: South African corporate tax of 27% and an assumed government royalty of 5%. Discount rate (WACC): 12% (a high return requirement to compensate for country risk in South Africa and the complexity of the project). 2. Cash Flow Calculation (Annual figures) Total revenue over the field's lifetime: $34 billion (Helium) + $24 billion (Gas) = $58 billion. Annual gross revenue: $58 billion / 25 years = $2.32 billion. Annual OPEX & Royalty: $464 million (20% OPEX) + $116 million (5% royalty) = $580 million. Annual Operating Income (EBITDA): $2.32 billion - $580 million = $1.74 billion. Tax (27%): ~$470 million. Free Cash Flow (FCF) per year: $1.74 billion - $470 million = ~$1.27 billion after tax. 3. Un-risked Present Value (Un-risked NPV12) If we discount this annual cash flow of $1.27 billion over 25 years at an interest rate of 12%, we get a present value of approximately $10 billion. From this we subtract the initial construction cost (CAPEX). Assuming that the construction cost of $3 billion is largely incurred in the first few years, this corresponds to a discounted CAPEX deduction of approximately $2.5 billion. Un-risked NPV12: $10 billion - $2.5 billion = $7.5 billion (approx. 82 billion NOK). This is the value if it is known with 100% certainty that the gas can be extracted at the rate and volume estimated by Sproule. However, the resources are classified as "prospective" and un-risked. 4. Risked Present Value (Risked EMV / Expected Monetary Value) At this early exploration stage, before drilling expensive appraisal wells to prove flow rates, the industry often sets a Chance of Commerciality at 15-20%. Risked NPV12: $7.5 billion * 20% success probability = $1.5 billion. Value in Norwegian Kroner (NOK): $1.5 billion corresponds to ~16.5 billion NOK. Conclusion for the Panoro stock: All of Panoro Energy is valued today at just under 4.1 billion NOK on the Oslo Stock Exchange. Our model shows that the risk-adjusted present value of ER 376 alone is over 16 billion NOK. This means that the stock market today assigns close to zero value to ER 376, likely because the project is at such an early stage and the CAPEX requirement is gigantic. To realize this value, Panoro will in all probability need to make a so-called "Farm-out". This means that they sell, for example, 60% of their 100% to a larger energy company (e.g. TotalEnergies or Shell) in exchange for a "carry", meaning that the large company pays for Panoro's share of the $3 billion in CAPEX in exchange for getting the majority of the gas. With 141 million shares outstanding, the theoretical value per share is diluted somewhat, but the financial leverage in a farm-out (where a partner takes the entire CAPEX cost against 60% of the revenues) remains massive. Parameter / Value / Calculation Total un-risked cash flow (PV before CAPEX): ~$10 billion USD Panoro's share in a 40% "Carry": ~$4 billion USD (No CAPEX deduction) Risk-adjusted value (20% probability): ~$800 million USD (approx. 8.8 billion NOK) Outstanding shares (Panoro Energy): 141 million shares Risk-adjusted added value per share: ~62.40 NOK Un-risked value per share (at full operation): ~312 NOK Even with the correct, higher share count, ER 376 adds a risk-adjusted theoretical added value of just over 62 NOK per share. This acts as a hidden option on top of the company's current market cap (which corresponds to 35-42 NOK per share and only reflects current West African oil production). Should the project be proven commercial and go into full production as expected, the un-risked added value is over 312 NOK per share.
·8 t sittenThis discovery is onshore and has a completely different development cost than if it were offshore. Here we are talking about an enormous discovery of both natural gas and not least helium. If Panoro brings in a larger partner here, this will be very good and the share price can, to put it mildly, go through the roof. Here we are talking about values far above the value of the company today.
Anyone know if there is potential in more of the same areas this discovery was made in? One discovery rarely comes alone I heard once😂😂- ·10 t sittenAI estimates a value of 7-38 NOK per share for today's discovery. The world is experiencing a severe helium shortage, and spot market prices have doubled to tripled over the course of 2026.
It is a long way before one can see any cash flow from this, but I would think a farm down to a larger player is relevant. Then you get to share costs and risk. 
·10 t sittenOslo (Infront TDN Direkt) An independent assessment by Sproule ERCE confirms significant prospective helium and natural gas resources at Panoro Energy's ER 376 onshore exploration license in South Africa, which the company owns 100 percent.Significant discovery and not one word about this discovery so far today in any of the major financial newspapers?? Even though it has been stock exchange announced! Strange.
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
82 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
6,44%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
- ·3 t sittenPanoro Energy currently owns 100% of the exploration license (Working Interest) for ER 376. This is a massive advantage, but since Panoro is a relatively small company (market cap around 4 billion NOK), it also means that they cannot independently finance the huge initial investments (CAPEX) required to build gas and helium infrastructure. Here is a model-calculated "Base Case" calculation of the project's present value (NPV) based on industry standards for an onshore gas/helium project in Africa, step by step. 1. Input Values and Assumptions Panoro's share (Working Interest): 100%. Total recoverable volumes: 85 Bcf Helium and 4,000 Bcf Natural Gas (according to Sproule). Selling prices: Helium $400/Mcf, Natural Gas $6/Mcf. Production life: 25 years (standard for fields of this size). CAPEX (Investments): $3 billion (for drilling, pipelines, and the expensive facility to cool and separate helium from methane). OPEX (Operating Costs): 20% of annual revenues. Taxes & Royalties: South African corporate tax of 27% and an assumed government royalty of 5%. Discount rate (WACC): 12% (a high return requirement to compensate for country risk in South Africa and the complexity of the project). 2. Cash Flow Calculation (Annual figures) Total revenue over the field's lifetime: $34 billion (Helium) + $24 billion (Gas) = $58 billion. Annual gross revenue: $58 billion / 25 years = $2.32 billion. Annual OPEX & Royalty: $464 million (20% OPEX) + $116 million (5% royalty) = $580 million. Annual Operating Income (EBITDA): $2.32 billion - $580 million = $1.74 billion. Tax (27%): ~$470 million. Free Cash Flow (FCF) per year: $1.74 billion - $470 million = ~$1.27 billion after tax. 3. Un-risked Present Value (Un-risked NPV12) If we discount this annual cash flow of $1.27 billion over 25 years at an interest rate of 12%, we get a present value of approximately $10 billion. From this we subtract the initial construction cost (CAPEX). Assuming that the construction cost of $3 billion is largely incurred in the first few years, this corresponds to a discounted CAPEX deduction of approximately $2.5 billion. Un-risked NPV12: $10 billion - $2.5 billion = $7.5 billion (approx. 82 billion NOK). This is the value if it is known with 100% certainty that the gas can be extracted at the rate and volume estimated by Sproule. However, the resources are classified as "prospective" and un-risked. 4. Risked Present Value (Risked EMV / Expected Monetary Value) At this early exploration stage, before drilling expensive appraisal wells to prove flow rates, the industry often sets a Chance of Commerciality at 15-20%. Risked NPV12: $7.5 billion * 20% success probability = $1.5 billion. Value in Norwegian Kroner (NOK): $1.5 billion corresponds to ~16.5 billion NOK. Conclusion for the Panoro stock: All of Panoro Energy is valued today at just under 4.1 billion NOK on the Oslo Stock Exchange. Our model shows that the risk-adjusted present value of ER 376 alone is over 16 billion NOK. This means that the stock market today assigns close to zero value to ER 376, likely because the project is at such an early stage and the CAPEX requirement is gigantic. To realize this value, Panoro will in all probability need to make a so-called "Farm-out". This means that they sell, for example, 60% of their 100% to a larger energy company (e.g. TotalEnergies or Shell) in exchange for a "carry", meaning that the large company pays for Panoro's share of the $3 billion in CAPEX in exchange for getting the majority of the gas. With 141 million shares outstanding, the theoretical value per share is diluted somewhat, but the financial leverage in a farm-out (where a partner takes the entire CAPEX cost against 60% of the revenues) remains massive. Parameter / Value / Calculation Total un-risked cash flow (PV before CAPEX): ~$10 billion USD Panoro's share in a 40% "Carry": ~$4 billion USD (No CAPEX deduction) Risk-adjusted value (20% probability): ~$800 million USD (approx. 8.8 billion NOK) Outstanding shares (Panoro Energy): 141 million shares Risk-adjusted added value per share: ~62.40 NOK Un-risked value per share (at full operation): ~312 NOK Even with the correct, higher share count, ER 376 adds a risk-adjusted theoretical added value of just over 62 NOK per share. This acts as a hidden option on top of the company's current market cap (which corresponds to 35-42 NOK per share and only reflects current West African oil production). Should the project be proven commercial and go into full production as expected, the un-risked added value is over 312 NOK per share.
- ·8 t sittenThis discovery is onshore and has a completely different development cost than if it were offshore. Here we are talking about an enormous discovery of both natural gas and not least helium. If Panoro brings in a larger partner here, this will be very good and the share price can, to put it mildly, go through the roof. Here we are talking about values far above the value of the company today.Anyone know if there is potential in more of the same areas this discovery was made in? One discovery rarely comes alone I heard once😂😂
- ·10 t sittenAI estimates a value of 7-38 NOK per share for today's discovery. The world is experiencing a severe helium shortage, and spot market prices have doubled to tripled over the course of 2026.It is a long way before one can see any cash flow from this, but I would think a farm down to a larger player is relevant. Then you get to share costs and risk.
- ·10 t sittenOslo (Infront TDN Direkt) An independent assessment by Sproule ERCE confirms significant prospective helium and natural gas resources at Panoro Energy's ER 376 onshore exploration license in South Africa, which the company owns 100 percent.Significant discovery and not one word about this discovery so far today in any of the major financial newspapers?? Even though it has been stock exchange announced! Strange.
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 |
|---|---|---|
| 1 | ||
| 1 435 | ||
| 1 818 | ||
| 3 182 | ||
| 727 |
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
82 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
6,44%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·3 t sittenPanoro Energy currently owns 100% of the exploration license (Working Interest) for ER 376. This is a massive advantage, but since Panoro is a relatively small company (market cap around 4 billion NOK), it also means that they cannot independently finance the huge initial investments (CAPEX) required to build gas and helium infrastructure. Here is a model-calculated "Base Case" calculation of the project's present value (NPV) based on industry standards for an onshore gas/helium project in Africa, step by step. 1. Input Values and Assumptions Panoro's share (Working Interest): 100%. Total recoverable volumes: 85 Bcf Helium and 4,000 Bcf Natural Gas (according to Sproule). Selling prices: Helium $400/Mcf, Natural Gas $6/Mcf. Production life: 25 years (standard for fields of this size). CAPEX (Investments): $3 billion (for drilling, pipelines, and the expensive facility to cool and separate helium from methane). OPEX (Operating Costs): 20% of annual revenues. Taxes & Royalties: South African corporate tax of 27% and an assumed government royalty of 5%. Discount rate (WACC): 12% (a high return requirement to compensate for country risk in South Africa and the complexity of the project). 2. Cash Flow Calculation (Annual figures) Total revenue over the field's lifetime: $34 billion (Helium) + $24 billion (Gas) = $58 billion. Annual gross revenue: $58 billion / 25 years = $2.32 billion. Annual OPEX & Royalty: $464 million (20% OPEX) + $116 million (5% royalty) = $580 million. Annual Operating Income (EBITDA): $2.32 billion - $580 million = $1.74 billion. Tax (27%): ~$470 million. Free Cash Flow (FCF) per year: $1.74 billion - $470 million = ~$1.27 billion after tax. 3. Un-risked Present Value (Un-risked NPV12) If we discount this annual cash flow of $1.27 billion over 25 years at an interest rate of 12%, we get a present value of approximately $10 billion. From this we subtract the initial construction cost (CAPEX). Assuming that the construction cost of $3 billion is largely incurred in the first few years, this corresponds to a discounted CAPEX deduction of approximately $2.5 billion. Un-risked NPV12: $10 billion - $2.5 billion = $7.5 billion (approx. 82 billion NOK). This is the value if it is known with 100% certainty that the gas can be extracted at the rate and volume estimated by Sproule. However, the resources are classified as "prospective" and un-risked. 4. Risked Present Value (Risked EMV / Expected Monetary Value) At this early exploration stage, before drilling expensive appraisal wells to prove flow rates, the industry often sets a Chance of Commerciality at 15-20%. Risked NPV12: $7.5 billion * 20% success probability = $1.5 billion. Value in Norwegian Kroner (NOK): $1.5 billion corresponds to ~16.5 billion NOK. Conclusion for the Panoro stock: All of Panoro Energy is valued today at just under 4.1 billion NOK on the Oslo Stock Exchange. Our model shows that the risk-adjusted present value of ER 376 alone is over 16 billion NOK. This means that the stock market today assigns close to zero value to ER 376, likely because the project is at such an early stage and the CAPEX requirement is gigantic. To realize this value, Panoro will in all probability need to make a so-called "Farm-out". This means that they sell, for example, 60% of their 100% to a larger energy company (e.g. TotalEnergies or Shell) in exchange for a "carry", meaning that the large company pays for Panoro's share of the $3 billion in CAPEX in exchange for getting the majority of the gas. With 141 million shares outstanding, the theoretical value per share is diluted somewhat, but the financial leverage in a farm-out (where a partner takes the entire CAPEX cost against 60% of the revenues) remains massive. Parameter / Value / Calculation Total un-risked cash flow (PV before CAPEX): ~$10 billion USD Panoro's share in a 40% "Carry": ~$4 billion USD (No CAPEX deduction) Risk-adjusted value (20% probability): ~$800 million USD (approx. 8.8 billion NOK) Outstanding shares (Panoro Energy): 141 million shares Risk-adjusted added value per share: ~62.40 NOK Un-risked value per share (at full operation): ~312 NOK Even with the correct, higher share count, ER 376 adds a risk-adjusted theoretical added value of just over 62 NOK per share. This acts as a hidden option on top of the company's current market cap (which corresponds to 35-42 NOK per share and only reflects current West African oil production). Should the project be proven commercial and go into full production as expected, the un-risked added value is over 312 NOK per share.
- ·8 t sittenThis discovery is onshore and has a completely different development cost than if it were offshore. Here we are talking about an enormous discovery of both natural gas and not least helium. If Panoro brings in a larger partner here, this will be very good and the share price can, to put it mildly, go through the roof. Here we are talking about values far above the value of the company today.Anyone know if there is potential in more of the same areas this discovery was made in? One discovery rarely comes alone I heard once😂😂
- ·10 t sittenAI estimates a value of 7-38 NOK per share for today's discovery. The world is experiencing a severe helium shortage, and spot market prices have doubled to tripled over the course of 2026.It is a long way before one can see any cash flow from this, but I would think a farm down to a larger player is relevant. Then you get to share costs and risk.
- ·10 t sittenOslo (Infront TDN Direkt) An independent assessment by Sproule ERCE confirms significant prospective helium and natural gas resources at Panoro Energy's ER 376 onshore exploration license in South Africa, which the company owns 100 percent.Significant discovery and not one word about this discovery so far today in any of the major financial newspapers?? Even though it has been stock exchange announced! Strange.
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 |
|---|---|---|
| 1 | ||
| 1 435 | ||
| 1 818 | ||
| 3 182 | ||
| 727 |
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