Energy U.K. Community
Our community narratives are driven by numbers and valuation.
Energy U.K. Investing Ideas
National Atomic Company Kazatomprom JSC
44.3% undervalued intrinsic discount
Kazatomprom is uniquely positioned to capture structural upside
View narrativeKA
Published 12 May
Shell
Fairly Valued intrinsic discount
A fully integrated LNG business seems to be ignored by the market.
View narrativeCO
Updated 7 Mar
National Atomic Company Kazatomprom JSC
60.8% overvalued intrinsic discount
Kazatomprom: An Undervalued Leader in a Resurgent Uranium Market
View narrativeTI
Updated 23 Aug 2025
Tullow Oil
51.0% undervalued intrinsic discount
Tullow Oil's Share Price Could Soar Up to 135% if Oil Holds at $70
View narrativeOI
Updated 30 Mar 2025
BP
8.0% undervalued intrinsic discount
Upstream Discoveries and Capital Returns Will Influence Global Energy Markets Ahead
View narrativeAN
Updated 10 Sep
Seplat Energy
16.9% overvalued intrinsic discount
Updated
Strong Nigerian Oil and Gas Output Will Drive Increased Market Interest
View narrativeAN
Updated 17 Sep
Ithaca Energy
5.3% overvalued intrinsic discount
ITH: Incremental Changes In Discount Rate Will Limit Share Upside
View narrativeAN
Updated 26 Aug
National Atomic Company Kazatomprom JSC
17.2% undervalued intrinsic discount
Analysts Lower Kazatomprom Price Target as Production Rises and Profit Margins Improve
View narrativeAN
Updated 28 Jul
Shell
4.5% undervalued intrinsic discount
Analysts Weigh In on Shell Amid Mixed Outlook and Updated Valuation Targets
View narrativeAN
Updated 20 Jul
