Energy U.K. Community
Our community narratives are driven by numbers and valuation.
Energy U.K. Investing Ideas
Tullow Oil's Share Price Could Soar Up to 135% if Oil Holds at $70
To estimate the potential upside for Tullow Oil's share price if the oil price remains at $70 per barrel, we need to consider several factors, including the company's current financial performance, its sensitivity to oil prices, analyst projections, and market conditions. As of March 29, 2025, I can provide a reasoned analysis based on available trends and data, aligning with the tools at my disposal.Read more
Kazatomprom: An Undervalued Leader in a Resurgent Uranium Market
Joint Stock Company Kazatomprom (KAP) presents a compelling investment opportunity, positioned as the world's largest and lowest-cost producer of uranium. Our mid-case scenario projects a target price of 37,783.14 KZT by the end of 2029, representing a potential total return of 61.1% from the last close of 23,456.08 KZT.Read more
BP's $1 Billion Stake Sale in TANAP Will Change Its Debt Landscape by 2027
BP has agreed to sell a 25% stake in its subsidiary, BP Pipelines TANAP, to Apollo Global Management for $1 billion. This subsidiary holds a 12% stake in the Trans-Anatolian Natural Gas Pipeline (TANAP), which transports natural gas from Azerbaijan to Turkey and eventually to Italy and Greece.Read more
Analysts Lower Kazatomprom Price Target as Production Rises and Profit Margins Improve
Key Takeaways Global uranium demand growth, supply constraints, and utility contract diversification position Kazatomprom for strong pricing power, revenue visibility, and profit margins. Industry-leading cost structure, resource replenishment, and expansion into downstream markets support long-term profitability and diversification opportunities.Read more
ENQ: Indonesia Expansion And Solid Output Will Drive Future Returns
Key Takeaways EnQuest's growth is driven by strategic acquisitions in Southeast Asia and transformative transactions in the U.K. North Sea, enhancing revenue and earnings. Cost reductions and Enhanced Oil Recovery efforts at Kraken are set to improve profit margins and boost reserves, impacting net earnings positively.Read more
ITH: Incremental Changes In Discount Rate Will Limit Share Upside
Key Takeaways Overestimations of demand and policy support could expose Ithaca Energy to declining growth and unpredictable cash flow amid energy transition and regulatory pressures. Heavy investment in North Sea projects and sustained dividends risks future asset write-downs and liquidity challenges as the shift to renewables accelerates.Read more
SQZ: Resumed Production And Upcoming Acquisitions Will Drive Strong Upside
Key Takeaways Successful asset optimization and drilling initiatives are set to boost production, support long-term growth, and enhance cash flow resilience. Strong balance sheet and disciplined capital strategy position the company for further M&A, sustained dividends, and potential for improved shareholder returns.Read more
Upstream Discoveries and Capital Returns Will Influence Global Energy Markets Ahead
Key Takeaways Focused project execution, cost reduction, and technological innovation are set to enhance BP's margins and cash flow while positioning it for persistent global energy demand growth. Strategic asset optimization and strong trading performance support stable, high-margin earnings and resilience amid sector and regulatory shifts.Read more
Global Scale Will Deliver Wider Margins And Improved Risk Profile
Key Takeaways Expanded international asset base and operational efficiencies strengthen earnings resilience, reduce UK dependence, and bolster exposure to global energy demand trends. New growth projects and investments in LNG and carbon capture diversify revenue streams and support sustainable cash flow in a transitioning energy market.Read more