2026 Q2 - tulosraportti
50 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
6,36%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 707 | - | - | ||
| 144 | - | - | ||
| 1 990 | - | - | ||
| 243 | - | - | ||
| 212 | - | - |
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
6 t sitten · MuokattuAuctus/Foucaud-analyis 6. oktober: Might Panoro be next in line? M&A in the sector has picked up • Five corporate offers have been made for listed producers so far in 2025–26: Capricorn, GeoPark, Genel, Pharos and BlueNord. Capricorn and Pharos attracted competing bidders. • In addition, Maurel & Prom has agreed to acquire Gran Tierra’s Colombia and Ecuador business for US$1.33 bn, and Ithaca is buying Suncor’s offshore Canada assets for US$860–1,110 mm. What has been bought: small, mature, declining producers • Targets had EVs of US$150 mm to US$2.2 bn and 2P reserve lives of ~8–17 years (18–172 mmboe). Five out of seven produced less in 2025 than in 2024 (Figure 3). Median premium of 38% • Final premiums ranged from 4.9% (BlueNord, a share-based merger) to 63.2% (Capricorn, after competing bids). The median was 38%. Panoro shares similar characteristics with the targets • Panoro is similar in size to these targets. Its production (~20.8 mboe/d) is in line with Capricorn, Genel and GeoPark, and its 2P reserves (93 mmboe) are close to GeoPark’s (88 mmboe at the time of the takeover proposal). Production is now just under 22 mboe/d, above the symbolic 20 mboe/d threshold that tends to attract the attention of many players in the sector. • What sets Panoro apart from most peers (excluding Gran Tierra and Canada offshore) is a longer 2P reserve life (12.3 years) and growth:we forecast production rising to 28.9 mboe/d in 2028e. The expected booking of ~21 mmboe of 2P reserves in EG in 1Q27 would extend reserve life further. • Panoro has balanced production across four African countries. Multiples paid by the closest comparables • GeoPark, Gran Tierra’s Colombia/Ecuador business and Pharos most resemble Panoro: producing, emerging markets, oil-weighted (>90% liquids) and with comparable government take (most of Pharos’ value is in Vietnam). They were acquired at US$8.0–9.4/boe of 2P (median US$9.2/boe). Panoro trades at US$7.4/boe (Figure 4). • Capricorn’s reserves are lower value (Egypt and mainly gas), and the risk profile of Kurdistan reduces the value of Genel’s oil reserves. Implied acquisition price • Applying the median 38% premium to Panoro’s share price implies NOK 41/sh. The comparables’ median EV/2P also implies NOK 41/sh. • Adding the potential conversion of ~21 mmboe of EG‑23 2C to 2P, expected in 1Q27, would lift the take-out value to NOK 54.6/sh.
·9 t sittenAllt är som vanligt. In a social media post late on Thursday, Trump said "we will not be attacking Iran at any time prior to the Midterm Elections", citing "productive discussions" with Tehran, while the "Blockade will remain in full force and effect". He claimed "22 Million Barrels" passed through Hormuz "last night alone".
·1 päivä sittenCurrent market value 5 722 900 kr. Current production 22 000 barrels per day × 360 days a year × 100 dollars per barrel × 9.5 dollar exchange rate = 7 524 000 000 kr. Not many companies that have revenue above market value. Then there is debt of about 3 000 000 000 kr Development is on the way which gives more production. Panoro is cheap!Should probably be an increase in the dividend rate going forward. But the oil price is somewhat uncertain in the long term, it could come down a bit again to "normal levels"
·1 päivä sittenIf oil holds around 100 through the year (note that dated brent is now approx 120-130!!) then Panoro will have halved its debt! "At $100 Dated Brent, my model puts year-end net debt at about $175 million, down from roughly $313 million on a basis adjusted for the latest acquisitions. For a company with a $426 million market cap, that’s a big change in six months." https://zerogcos.substack.com/p/panoro-energy-the-barrels-are-in-the-tank?r=lgcgg
Thanks for the link Himalaya734. Very thorough and exciting analysis to read! Recommended
1 päivä sittenBrent at 104,50 for Dec / will only go higher as we approach 2h Oct Vlccs paid 80 mio + usg/china - equiv 40 dollars a barrel… that’s not because it makes sense, it’s because oil is needed and cannot be held of for anylonger. Bright days ahead for Panoro!
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
50 päivää sitten
‧56 min
0,374 NOK/osake
Viimeisin osinko
6,36%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
- 6 t sitten · MuokattuAuctus/Foucaud-analyis 6. oktober: Might Panoro be next in line? M&A in the sector has picked up • Five corporate offers have been made for listed producers so far in 2025–26: Capricorn, GeoPark, Genel, Pharos and BlueNord. Capricorn and Pharos attracted competing bidders. • In addition, Maurel & Prom has agreed to acquire Gran Tierra’s Colombia and Ecuador business for US$1.33 bn, and Ithaca is buying Suncor’s offshore Canada assets for US$860–1,110 mm. What has been bought: small, mature, declining producers • Targets had EVs of US$150 mm to US$2.2 bn and 2P reserve lives of ~8–17 years (18–172 mmboe). Five out of seven produced less in 2025 than in 2024 (Figure 3). Median premium of 38% • Final premiums ranged from 4.9% (BlueNord, a share-based merger) to 63.2% (Capricorn, after competing bids). The median was 38%. Panoro shares similar characteristics with the targets • Panoro is similar in size to these targets. Its production (~20.8 mboe/d) is in line with Capricorn, Genel and GeoPark, and its 2P reserves (93 mmboe) are close to GeoPark’s (88 mmboe at the time of the takeover proposal). Production is now just under 22 mboe/d, above the symbolic 20 mboe/d threshold that tends to attract the attention of many players in the sector. • What sets Panoro apart from most peers (excluding Gran Tierra and Canada offshore) is a longer 2P reserve life (12.3 years) and growth:we forecast production rising to 28.9 mboe/d in 2028e. The expected booking of ~21 mmboe of 2P reserves in EG in 1Q27 would extend reserve life further. • Panoro has balanced production across four African countries. Multiples paid by the closest comparables • GeoPark, Gran Tierra’s Colombia/Ecuador business and Pharos most resemble Panoro: producing, emerging markets, oil-weighted (>90% liquids) and with comparable government take (most of Pharos’ value is in Vietnam). They were acquired at US$8.0–9.4/boe of 2P (median US$9.2/boe). Panoro trades at US$7.4/boe (Figure 4). • Capricorn’s reserves are lower value (Egypt and mainly gas), and the risk profile of Kurdistan reduces the value of Genel’s oil reserves. Implied acquisition price • Applying the median 38% premium to Panoro’s share price implies NOK 41/sh. The comparables’ median EV/2P also implies NOK 41/sh. • Adding the potential conversion of ~21 mmboe of EG‑23 2C to 2P, expected in 1Q27, would lift the take-out value to NOK 54.6/sh.
- ·9 t sittenAllt är som vanligt. In a social media post late on Thursday, Trump said "we will not be attacking Iran at any time prior to the Midterm Elections", citing "productive discussions" with Tehran, while the "Blockade will remain in full force and effect". He claimed "22 Million Barrels" passed through Hormuz "last night alone".
- ·1 päivä sittenCurrent market value 5 722 900 kr. Current production 22 000 barrels per day × 360 days a year × 100 dollars per barrel × 9.5 dollar exchange rate = 7 524 000 000 kr. Not many companies that have revenue above market value. Then there is debt of about 3 000 000 000 kr Development is on the way which gives more production. Panoro is cheap!Should probably be an increase in the dividend rate going forward. But the oil price is somewhat uncertain in the long term, it could come down a bit again to "normal levels"
- ·1 päivä sittenIf oil holds around 100 through the year (note that dated brent is now approx 120-130!!) then Panoro will have halved its debt! "At $100 Dated Brent, my model puts year-end net debt at about $175 million, down from roughly $313 million on a basis adjusted for the latest acquisitions. For a company with a $426 million market cap, that’s a big change in six months." https://zerogcos.substack.com/p/panoro-energy-the-barrels-are-in-the-tank?r=lgcggThanks for the link Himalaya734. Very thorough and exciting analysis to read! Recommended
- 1 päivä sittenBrent at 104,50 for Dec / will only go higher as we approach 2h Oct Vlccs paid 80 mio + usg/china - equiv 40 dollars a barrel… that’s not because it makes sense, it’s because oil is needed and cannot be held of for anylonger. Bright days ahead for Panoro!
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 |
|---|---|---|---|---|
| 2 707 | - | - | ||
| 144 | - | - | ||
| 1 990 | - | - | ||
| 243 | - | - | ||
| 212 | - | - |
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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
50 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
6,36%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 6 t sitten · MuokattuAuctus/Foucaud-analyis 6. oktober: Might Panoro be next in line? M&A in the sector has picked up • Five corporate offers have been made for listed producers so far in 2025–26: Capricorn, GeoPark, Genel, Pharos and BlueNord. Capricorn and Pharos attracted competing bidders. • In addition, Maurel & Prom has agreed to acquire Gran Tierra’s Colombia and Ecuador business for US$1.33 bn, and Ithaca is buying Suncor’s offshore Canada assets for US$860–1,110 mm. What has been bought: small, mature, declining producers • Targets had EVs of US$150 mm to US$2.2 bn and 2P reserve lives of ~8–17 years (18–172 mmboe). Five out of seven produced less in 2025 than in 2024 (Figure 3). Median premium of 38% • Final premiums ranged from 4.9% (BlueNord, a share-based merger) to 63.2% (Capricorn, after competing bids). The median was 38%. Panoro shares similar characteristics with the targets • Panoro is similar in size to these targets. Its production (~20.8 mboe/d) is in line with Capricorn, Genel and GeoPark, and its 2P reserves (93 mmboe) are close to GeoPark’s (88 mmboe at the time of the takeover proposal). Production is now just under 22 mboe/d, above the symbolic 20 mboe/d threshold that tends to attract the attention of many players in the sector. • What sets Panoro apart from most peers (excluding Gran Tierra and Canada offshore) is a longer 2P reserve life (12.3 years) and growth:we forecast production rising to 28.9 mboe/d in 2028e. The expected booking of ~21 mmboe of 2P reserves in EG in 1Q27 would extend reserve life further. • Panoro has balanced production across four African countries. Multiples paid by the closest comparables • GeoPark, Gran Tierra’s Colombia/Ecuador business and Pharos most resemble Panoro: producing, emerging markets, oil-weighted (>90% liquids) and with comparable government take (most of Pharos’ value is in Vietnam). They were acquired at US$8.0–9.4/boe of 2P (median US$9.2/boe). Panoro trades at US$7.4/boe (Figure 4). • Capricorn’s reserves are lower value (Egypt and mainly gas), and the risk profile of Kurdistan reduces the value of Genel’s oil reserves. Implied acquisition price • Applying the median 38% premium to Panoro’s share price implies NOK 41/sh. The comparables’ median EV/2P also implies NOK 41/sh. • Adding the potential conversion of ~21 mmboe of EG‑23 2C to 2P, expected in 1Q27, would lift the take-out value to NOK 54.6/sh.
- ·9 t sittenAllt är som vanligt. In a social media post late on Thursday, Trump said "we will not be attacking Iran at any time prior to the Midterm Elections", citing "productive discussions" with Tehran, while the "Blockade will remain in full force and effect". He claimed "22 Million Barrels" passed through Hormuz "last night alone".
- ·1 päivä sittenCurrent market value 5 722 900 kr. Current production 22 000 barrels per day × 360 days a year × 100 dollars per barrel × 9.5 dollar exchange rate = 7 524 000 000 kr. Not many companies that have revenue above market value. Then there is debt of about 3 000 000 000 kr Development is on the way which gives more production. Panoro is cheap!Should probably be an increase in the dividend rate going forward. But the oil price is somewhat uncertain in the long term, it could come down a bit again to "normal levels"
- ·1 päivä sittenIf oil holds around 100 through the year (note that dated brent is now approx 120-130!!) then Panoro will have halved its debt! "At $100 Dated Brent, my model puts year-end net debt at about $175 million, down from roughly $313 million on a basis adjusted for the latest acquisitions. For a company with a $426 million market cap, that’s a big change in six months." https://zerogcos.substack.com/p/panoro-energy-the-barrels-are-in-the-tank?r=lgcggThanks for the link Himalaya734. Very thorough and exciting analysis to read! Recommended
- 1 päivä sittenBrent at 104,50 for Dec / will only go higher as we approach 2h Oct Vlccs paid 80 mio + usg/china - equiv 40 dollars a barrel… that’s not because it makes sense, it’s because oil is needed and cannot be held of for anylonger. Bright days ahead for Panoro!
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 |
|---|---|---|---|---|
| 2 707 | - | - | ||
| 144 | - | - | ||
| 1 990 | - | - | ||
| 243 | - | - | ||
| 212 | - | - |
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