2025 Q3 -tulosraportti
46 päivää sitten30 min
Tarjoustasot
Oslo Børs
Määrä
Osto
2 166
Myynti
Määrä
19 871
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 142 | - | - | ||
| 30 | - | - | ||
| 187 | - | - | ||
| 32 | - | - | ||
| 234 | - | - |
Ylin
38,85VWAP
Alin
38,2VaihtoMäärä
1,6 41 678
VWAP
Ylin
38,85Alin
38,2VaihtoMäärä
1,6 41 678
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.10. | |
| 2025 Q2 -tulosraportti | 1.8. | |
| 2025 Q1 -tulosraportti | 5.5. | |
| 2024 Q4 -tulosraportti | 31.1. | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4.12. · MuokattuReconAfrica's discovery: Here is a pre-drill estimate of 365 million barrels. BWE owns 20% of the license as well as 6% of ReconAfrica, which has 70%. If successful, this corresponds to 88.4 millionet barrels net to BWE. This will amount to 10 kr per BWE share, given a valuation of $3 / barrel. The license covers much more than this discovery. Significant!
·3.12.Regarding today's rise: Here it looks like someone has shown something "a little earlier" than others............. https://www.keyfactsenergy.com/news/33732/view/ ReconAfrica is the operator of PEL 73 with a 70% working interest. Its partners are BW Energy (20% WI) and the National Petroleum Corporation of Namibia (“NAMCOR”, 10% carried WI).
·3.12.This could be an exciting find for BWE, yes. I have made a somewhat speculative neutral-positive-cautious calculation (Gemini), as there is currently no certified reserves report (CPR) for the find, and there are only preliminary log data without a flow test. To make a valuation, we must make assumptions about total recoverable resources (gross) in the find, and what dollar value per barrel the market will price these resources at in the current phase (pre-production). Assumptions for the calculation: * BW Energy's ownership stake: 20 %. * Number of shares in BWE: Approx. 258 million (based on the latest known total). * Dollar exchange rate (USD/NOK): 11.00. * Phase: Find confirmed, but not tested/delineated. The value per barrel is therefore set lower than for barrels in production (like BW Adolo or Dussafu). Here are three scenarios for what this single find could be worth for BW Energy (BWE): 1. Cautious scenario ("The technical find") Situation: The flow test in 2026 shows that the oil is difficult to extract (tight reservoir), or that the volumes are in the lower range. The find is technical, but marginally commercial. The market prices in high uncertainty. * Gross recoverable resources: 50 million barrels (mmbbl). * BW Energy's share (20 %): 10 mmbbl. * Value per barrel (unrisked): $1.5 (low valuation due to high development cost/risk). Calculation: $1.5/barrel * 10 mill. barrels = $15 million. $15 mill * 11.00 NOK/USD = 165 million NOK. Value per share in BWE: Approx. 0.64 NOK 2. Neutral scenario ("Commercial find") Situation: The test is successful. It is confirmed that Kavango West is a viable medium-sized field. This is the "base case" for a well-functioning onshore field in an early phase. * Gross recoverable resources: 250 million barrels (a decent onshore field). * BW Energy's share (20 %): 50 mmbbl. * Value per barrel: $3.0 (Standard valuation for finds before development plan/FID). Calculation: $3.0/barrel * 50 mill. barrels = $150 million. $150 mill * 11.00 NOK/USD = 1.65 billion NOK. Value per share in BWE: Approx. 6.40 NOK 3. Positive scenario ("Play Opener / The Elephant") Situation: ReconAfrica is right that this opens up the entire "Damara Fold Belt". The find is large, the reservoir flows excellently, and it de-risks neighboring structures that can be connected to the same infrastructure. Investors are starting to price in the potential for the entire license, not just this one well. * Gross recoverable resources (incl. nearby upside): 600 million barrels (significant field). * BW Energy's share (20 %): 120 mmbbl. * Value per barrel: $5.0 (High quality, low cost onshore, higher probability of development). Calculation: $5.0/barrel * 120 mill. barrels = $600 million. $600 mill * 11.00 NOK/USD = 6.6 billion NOK. Value per share in BWE: Approx. 25.60 NOK Important nuance: The stock market rarely prices in 100 % of the "Positive scenario" before a flow test has been conducted. Given the information in the article – especially that the operator ReconAfrica's stock rose 50 % – it suggests that the market is currently somewhere between Cautious and Neutral. For BW Energy, this means that the stock has a "free option". If the test in Q1 2026 fails, they lose little (beyond drilling costs), but if scenario 2 or 3 materializes, they hold values that could amount to 6 to 25 kroner per share in pure added value.
·26.11.Good momentum here now..
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.
2025 Q3 -tulosraportti
46 päivää sitten30 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4.12. · MuokattuReconAfrica's discovery: Here is a pre-drill estimate of 365 million barrels. BWE owns 20% of the license as well as 6% of ReconAfrica, which has 70%. If successful, this corresponds to 88.4 millionet barrels net to BWE. This will amount to 10 kr per BWE share, given a valuation of $3 / barrel. The license covers much more than this discovery. Significant!
- ·3.12.Regarding today's rise: Here it looks like someone has shown something "a little earlier" than others............. https://www.keyfactsenergy.com/news/33732/view/ ReconAfrica is the operator of PEL 73 with a 70% working interest. Its partners are BW Energy (20% WI) and the National Petroleum Corporation of Namibia (“NAMCOR”, 10% carried WI).·3.12.This could be an exciting find for BWE, yes. I have made a somewhat speculative neutral-positive-cautious calculation (Gemini), as there is currently no certified reserves report (CPR) for the find, and there are only preliminary log data without a flow test. To make a valuation, we must make assumptions about total recoverable resources (gross) in the find, and what dollar value per barrel the market will price these resources at in the current phase (pre-production). Assumptions for the calculation: * BW Energy's ownership stake: 20 %. * Number of shares in BWE: Approx. 258 million (based on the latest known total). * Dollar exchange rate (USD/NOK): 11.00. * Phase: Find confirmed, but not tested/delineated. The value per barrel is therefore set lower than for barrels in production (like BW Adolo or Dussafu). Here are three scenarios for what this single find could be worth for BW Energy (BWE): 1. Cautious scenario ("The technical find") Situation: The flow test in 2026 shows that the oil is difficult to extract (tight reservoir), or that the volumes are in the lower range. The find is technical, but marginally commercial. The market prices in high uncertainty. * Gross recoverable resources: 50 million barrels (mmbbl). * BW Energy's share (20 %): 10 mmbbl. * Value per barrel (unrisked): $1.5 (low valuation due to high development cost/risk). Calculation: $1.5/barrel * 10 mill. barrels = $15 million. $15 mill * 11.00 NOK/USD = 165 million NOK. Value per share in BWE: Approx. 0.64 NOK 2. Neutral scenario ("Commercial find") Situation: The test is successful. It is confirmed that Kavango West is a viable medium-sized field. This is the "base case" for a well-functioning onshore field in an early phase. * Gross recoverable resources: 250 million barrels (a decent onshore field). * BW Energy's share (20 %): 50 mmbbl. * Value per barrel: $3.0 (Standard valuation for finds before development plan/FID). Calculation: $3.0/barrel * 50 mill. barrels = $150 million. $150 mill * 11.00 NOK/USD = 1.65 billion NOK. Value per share in BWE: Approx. 6.40 NOK 3. Positive scenario ("Play Opener / The Elephant") Situation: ReconAfrica is right that this opens up the entire "Damara Fold Belt". The find is large, the reservoir flows excellently, and it de-risks neighboring structures that can be connected to the same infrastructure. Investors are starting to price in the potential for the entire license, not just this one well. * Gross recoverable resources (incl. nearby upside): 600 million barrels (significant field). * BW Energy's share (20 %): 120 mmbbl. * Value per barrel: $5.0 (High quality, low cost onshore, higher probability of development). Calculation: $5.0/barrel * 120 mill. barrels = $600 million. $600 mill * 11.00 NOK/USD = 6.6 billion NOK. Value per share in BWE: Approx. 25.60 NOK Important nuance: The stock market rarely prices in 100 % of the "Positive scenario" before a flow test has been conducted. Given the information in the article – especially that the operator ReconAfrica's stock rose 50 % – it suggests that the market is currently somewhere between Cautious and Neutral. For BW Energy, this means that the stock has a "free option". If the test in Q1 2026 fails, they lose little (beyond drilling costs), but if scenario 2 or 3 materializes, they hold values that could amount to 6 to 25 kroner per share in pure added value.
- ·26.11.Good momentum here now..
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
2 166
Myynti
Määrä
19 871
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 142 | - | - | ||
| 30 | - | - | ||
| 187 | - | - | ||
| 32 | - | - | ||
| 234 | - | - |
Ylin
38,85VWAP
Alin
38,2VaihtoMäärä
1,6 41 678
VWAP
Ylin
38,85Alin
38,2VaihtoMäärä
1,6 41 678
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.10. | |
| 2025 Q2 -tulosraportti | 1.8. | |
| 2025 Q1 -tulosraportti | 5.5. | |
| 2024 Q4 -tulosraportti | 31.1. | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
46 päivää sitten30 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.10. | |
| 2025 Q2 -tulosraportti | 1.8. | |
| 2025 Q1 -tulosraportti | 5.5. | |
| 2024 Q4 -tulosraportti | 31.1. | |
| 2024 Q3 -tulosraportti | 15.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4.12. · MuokattuReconAfrica's discovery: Here is a pre-drill estimate of 365 million barrels. BWE owns 20% of the license as well as 6% of ReconAfrica, which has 70%. If successful, this corresponds to 88.4 millionet barrels net to BWE. This will amount to 10 kr per BWE share, given a valuation of $3 / barrel. The license covers much more than this discovery. Significant!
- ·3.12.Regarding today's rise: Here it looks like someone has shown something "a little earlier" than others............. https://www.keyfactsenergy.com/news/33732/view/ ReconAfrica is the operator of PEL 73 with a 70% working interest. Its partners are BW Energy (20% WI) and the National Petroleum Corporation of Namibia (“NAMCOR”, 10% carried WI).·3.12.This could be an exciting find for BWE, yes. I have made a somewhat speculative neutral-positive-cautious calculation (Gemini), as there is currently no certified reserves report (CPR) for the find, and there are only preliminary log data without a flow test. To make a valuation, we must make assumptions about total recoverable resources (gross) in the find, and what dollar value per barrel the market will price these resources at in the current phase (pre-production). Assumptions for the calculation: * BW Energy's ownership stake: 20 %. * Number of shares in BWE: Approx. 258 million (based on the latest known total). * Dollar exchange rate (USD/NOK): 11.00. * Phase: Find confirmed, but not tested/delineated. The value per barrel is therefore set lower than for barrels in production (like BW Adolo or Dussafu). Here are three scenarios for what this single find could be worth for BW Energy (BWE): 1. Cautious scenario ("The technical find") Situation: The flow test in 2026 shows that the oil is difficult to extract (tight reservoir), or that the volumes are in the lower range. The find is technical, but marginally commercial. The market prices in high uncertainty. * Gross recoverable resources: 50 million barrels (mmbbl). * BW Energy's share (20 %): 10 mmbbl. * Value per barrel (unrisked): $1.5 (low valuation due to high development cost/risk). Calculation: $1.5/barrel * 10 mill. barrels = $15 million. $15 mill * 11.00 NOK/USD = 165 million NOK. Value per share in BWE: Approx. 0.64 NOK 2. Neutral scenario ("Commercial find") Situation: The test is successful. It is confirmed that Kavango West is a viable medium-sized field. This is the "base case" for a well-functioning onshore field in an early phase. * Gross recoverable resources: 250 million barrels (a decent onshore field). * BW Energy's share (20 %): 50 mmbbl. * Value per barrel: $3.0 (Standard valuation for finds before development plan/FID). Calculation: $3.0/barrel * 50 mill. barrels = $150 million. $150 mill * 11.00 NOK/USD = 1.65 billion NOK. Value per share in BWE: Approx. 6.40 NOK 3. Positive scenario ("Play Opener / The Elephant") Situation: ReconAfrica is right that this opens up the entire "Damara Fold Belt". The find is large, the reservoir flows excellently, and it de-risks neighboring structures that can be connected to the same infrastructure. Investors are starting to price in the potential for the entire license, not just this one well. * Gross recoverable resources (incl. nearby upside): 600 million barrels (significant field). * BW Energy's share (20 %): 120 mmbbl. * Value per barrel: $5.0 (High quality, low cost onshore, higher probability of development). Calculation: $5.0/barrel * 120 mill. barrels = $600 million. $600 mill * 11.00 NOK/USD = 6.6 billion NOK. Value per share in BWE: Approx. 25.60 NOK Important nuance: The stock market rarely prices in 100 % of the "Positive scenario" before a flow test has been conducted. Given the information in the article – especially that the operator ReconAfrica's stock rose 50 % – it suggests that the market is currently somewhere between Cautious and Neutral. For BW Energy, this means that the stock has a "free option". If the test in Q1 2026 fails, they lose little (beyond drilling costs), but if scenario 2 or 3 materializes, they hold values that could amount to 6 to 25 kroner per share in pure added value.
- ·26.11.Good momentum here now..
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
2 166
Myynti
Määrä
19 871
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 142 | - | - | ||
| 30 | - | - | ||
| 187 | - | - | ||
| 32 | - | - | ||
| 234 | - | - |
Ylin
38,85VWAP
Alin
38,2VaihtoMäärä
1,6 41 678
VWAP
Ylin
38,85Alin
38,2VaihtoMäärä
1,6 41 678
Välittäjätilasto
Dataa ei löytynyt