2026 Q2 -tulosraportti
UUTTA
Tänään
‧55 min
0,01 CAD/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·7 t sittenGo now💪 awesome report, the algo probably doesn't dare to hold today, I think. Will probably see a strong increase 🥱
With the low volume, the algo is miles ahead. Can forget the number 2 today and the rest of the year if nothing spectacular happens in the company.
7 t sittenQuesterre reported a strong Q2, driven by production and commodity prices above our expectations. In our view, the PX Energy acquisition has fundamentally strengthened the cash flow outlook, creating a favourable risk-reward profile with more upside than downside from current levels if recent trends continue. We maintain our Buy rating and NOK 2.5/share target price. Q2 earnings better than expected Questerre reported Q2 26 EBITDA and recurring net income of CAD 29m and CAD 0m, compared to our estimates of USD 15m and USD 2m. The two key reason for the significant EBITDA beat were higher production from Brazil, significantly higher realised prices than we had assumed and gain on asset disposal. That was partially offset by higher depreciation. FCF of USD 28m was below our forecast of USD 35m due to working capital and effects around contingent considerations and restricted cash. Overall, we view the Q2 financials as a positive data point and a strong indication of that the Brazilian PX Energy business is delivering financials results. Transformative PX deal bearing fruit We believe the most interesting aspect around the Questerre investment case now is last year’s acquisition of PX Energy (oil shale specialist with producing assets in Brazil) and how that business will develop. In our view, the most obvious benefit of the deal is Questerre's access to proven oil shale expertise that now will be combined with a producing asset acquired at an attractive valuation from a financially distressed seller. As far awe we understand, Questerre has already been able to reduce cost and improve profitability for PX Energy and that the company are working toward a break-even target of USD 45/bbl during 2027. With an enormous 8bn boe oil in place for its oil shale projects (Brazil, Jordan, Utah), there is no doubt that the upside potential is significant in a blue-sky scenario. CEO Binnion wrote in the Q2 report: “In May, we demonstrated the homogeneous charge of low-temperature oxygen in our working gas using a commercial-scale vessel. An extended test is the next step to establish the commercial parameters required to implement our HCCO process in the existing Petrosix refinery. We expect the process could materially reduce internal fuel usage, which currently represents nearly 15% of our production.” Attractive FCF outlook On our estimates, Questerre trades at around 30% 2027 FCF yield and EV/opcf of around 2x. It is still uncertain how much capital the Brazilian PX Energy business will required. Thus far, based on the financial reporting since Questerre took over the assets, it looks like capex requirements are limited. Our working assumption is USD 7/bbl per barrel, which we believe is on the conservative side given the fact that most of the infrastructure is in place. Nevertheless, we believe the cash flow outlook has changed dramatically after the acquisition of PX Energy and that there is more upside potential than downside risk to the current share price. We rate Questerre Buy with a NOK 2.5/share target price.
·8 t sittenThe Q2 report strengthens in my view the investment case in Questerre Energy, and I set a 12-month price target of NOK 4.00 with a BUY recommendation. The company delivered CAD 27.8 million in net profit, but adjusted for CAD 17.5 million in gain from the sale of Kakwa Central, the underlying result was around CAD 10.3 million. The balance sheet is simultaneously significantly improved, while PX Energy has clear potential for higher production and lower costs through the maintenance and cost program. I estimate normalized EPS at around CAD 0.07 and apply a conservative P/E of 8x, which gives a value of approximately NOK 4 per share. The biggest risk is still the operations at PX Energy, but if costs fall and production increases as planned, I believe the upside could be significantly higher than the price target.
·9 t sittenVery good Q2, I wonder if we'll see share price 2 or above 🫣
The case is significantly derisked but the production halt will probably haunt it like a nightmare until there is a hopefully positive update… maybe on the call 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.
Uutiset
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.
2026 Q2 -tulosraportti
UUTTA
Tänään
‧55 min
0,01 CAD/osake
Viimeisin osinko
0,00%Tuotto/v
Uutiset
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
- ·7 t sittenGo now💪 awesome report, the algo probably doesn't dare to hold today, I think. Will probably see a strong increase 🥱With the low volume, the algo is miles ahead. Can forget the number 2 today and the rest of the year if nothing spectacular happens in the company.
- 7 t sittenQuesterre reported a strong Q2, driven by production and commodity prices above our expectations. In our view, the PX Energy acquisition has fundamentally strengthened the cash flow outlook, creating a favourable risk-reward profile with more upside than downside from current levels if recent trends continue. We maintain our Buy rating and NOK 2.5/share target price. Q2 earnings better than expected Questerre reported Q2 26 EBITDA and recurring net income of CAD 29m and CAD 0m, compared to our estimates of USD 15m and USD 2m. The two key reason for the significant EBITDA beat were higher production from Brazil, significantly higher realised prices than we had assumed and gain on asset disposal. That was partially offset by higher depreciation. FCF of USD 28m was below our forecast of USD 35m due to working capital and effects around contingent considerations and restricted cash. Overall, we view the Q2 financials as a positive data point and a strong indication of that the Brazilian PX Energy business is delivering financials results. Transformative PX deal bearing fruit We believe the most interesting aspect around the Questerre investment case now is last year’s acquisition of PX Energy (oil shale specialist with producing assets in Brazil) and how that business will develop. In our view, the most obvious benefit of the deal is Questerre's access to proven oil shale expertise that now will be combined with a producing asset acquired at an attractive valuation from a financially distressed seller. As far awe we understand, Questerre has already been able to reduce cost and improve profitability for PX Energy and that the company are working toward a break-even target of USD 45/bbl during 2027. With an enormous 8bn boe oil in place for its oil shale projects (Brazil, Jordan, Utah), there is no doubt that the upside potential is significant in a blue-sky scenario. CEO Binnion wrote in the Q2 report: “In May, we demonstrated the homogeneous charge of low-temperature oxygen in our working gas using a commercial-scale vessel. An extended test is the next step to establish the commercial parameters required to implement our HCCO process in the existing Petrosix refinery. We expect the process could materially reduce internal fuel usage, which currently represents nearly 15% of our production.” Attractive FCF outlook On our estimates, Questerre trades at around 30% 2027 FCF yield and EV/opcf of around 2x. It is still uncertain how much capital the Brazilian PX Energy business will required. Thus far, based on the financial reporting since Questerre took over the assets, it looks like capex requirements are limited. Our working assumption is USD 7/bbl per barrel, which we believe is on the conservative side given the fact that most of the infrastructure is in place. Nevertheless, we believe the cash flow outlook has changed dramatically after the acquisition of PX Energy and that there is more upside potential than downside risk to the current share price. We rate Questerre Buy with a NOK 2.5/share target price.
- ·8 t sittenThe Q2 report strengthens in my view the investment case in Questerre Energy, and I set a 12-month price target of NOK 4.00 with a BUY recommendation. The company delivered CAD 27.8 million in net profit, but adjusted for CAD 17.5 million in gain from the sale of Kakwa Central, the underlying result was around CAD 10.3 million. The balance sheet is simultaneously significantly improved, while PX Energy has clear potential for higher production and lower costs through the maintenance and cost program. I estimate normalized EPS at around CAD 0.07 and apply a conservative P/E of 8x, which gives a value of approximately NOK 4 per share. The biggest risk is still the operations at PX Energy, but if costs fall and production increases as planned, I believe the upside could be significantly higher than the price target.
- ·9 t sittenVery good Q2, I wonder if we'll see share price 2 or above 🫣The case is significantly derisked but the production halt will probably haunt it like a nightmare until there is a hopefully positive update… maybe on the call 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 |
2026 Q2 -tulosraportti
UUTTA
Tänään
‧55 min
Uutiset
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 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.8. | ||
2026 Q1 -tulosraportti 14.5. | ||
2025 Q4 -tulosraportti 31.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 |
0,01 CAD/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenGo now💪 awesome report, the algo probably doesn't dare to hold today, I think. Will probably see a strong increase 🥱With the low volume, the algo is miles ahead. Can forget the number 2 today and the rest of the year if nothing spectacular happens in the company.
- 7 t sittenQuesterre reported a strong Q2, driven by production and commodity prices above our expectations. In our view, the PX Energy acquisition has fundamentally strengthened the cash flow outlook, creating a favourable risk-reward profile with more upside than downside from current levels if recent trends continue. We maintain our Buy rating and NOK 2.5/share target price. Q2 earnings better than expected Questerre reported Q2 26 EBITDA and recurring net income of CAD 29m and CAD 0m, compared to our estimates of USD 15m and USD 2m. The two key reason for the significant EBITDA beat were higher production from Brazil, significantly higher realised prices than we had assumed and gain on asset disposal. That was partially offset by higher depreciation. FCF of USD 28m was below our forecast of USD 35m due to working capital and effects around contingent considerations and restricted cash. Overall, we view the Q2 financials as a positive data point and a strong indication of that the Brazilian PX Energy business is delivering financials results. Transformative PX deal bearing fruit We believe the most interesting aspect around the Questerre investment case now is last year’s acquisition of PX Energy (oil shale specialist with producing assets in Brazil) and how that business will develop. In our view, the most obvious benefit of the deal is Questerre's access to proven oil shale expertise that now will be combined with a producing asset acquired at an attractive valuation from a financially distressed seller. As far awe we understand, Questerre has already been able to reduce cost and improve profitability for PX Energy and that the company are working toward a break-even target of USD 45/bbl during 2027. With an enormous 8bn boe oil in place for its oil shale projects (Brazil, Jordan, Utah), there is no doubt that the upside potential is significant in a blue-sky scenario. CEO Binnion wrote in the Q2 report: “In May, we demonstrated the homogeneous charge of low-temperature oxygen in our working gas using a commercial-scale vessel. An extended test is the next step to establish the commercial parameters required to implement our HCCO process in the existing Petrosix refinery. We expect the process could materially reduce internal fuel usage, which currently represents nearly 15% of our production.” Attractive FCF outlook On our estimates, Questerre trades at around 30% 2027 FCF yield and EV/opcf of around 2x. It is still uncertain how much capital the Brazilian PX Energy business will required. Thus far, based on the financial reporting since Questerre took over the assets, it looks like capex requirements are limited. Our working assumption is USD 7/bbl per barrel, which we believe is on the conservative side given the fact that most of the infrastructure is in place. Nevertheless, we believe the cash flow outlook has changed dramatically after the acquisition of PX Energy and that there is more upside potential than downside risk to the current share price. We rate Questerre Buy with a NOK 2.5/share target price.
- ·8 t sittenThe Q2 report strengthens in my view the investment case in Questerre Energy, and I set a 12-month price target of NOK 4.00 with a BUY recommendation. The company delivered CAD 27.8 million in net profit, but adjusted for CAD 17.5 million in gain from the sale of Kakwa Central, the underlying result was around CAD 10.3 million. The balance sheet is simultaneously significantly improved, while PX Energy has clear potential for higher production and lower costs through the maintenance and cost program. I estimate normalized EPS at around CAD 0.07 and apply a conservative P/E of 8x, which gives a value of approximately NOK 4 per share. The biggest risk is still the operations at PX Energy, but if costs fall and production increases as planned, I believe the upside could be significantly higher than the price target.
- ·9 t sittenVery good Q2, I wonder if we'll see share price 2 or above 🫣The case is significantly derisked but the production halt will probably haunt it like a nightmare until there is a hopefully positive update… maybe on the call 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt