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Energy U.K. Investing Ideas
Tullow Oil
OI
OilPro
Community Contributor
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.
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UK£0.45
FV
65.9% undervalued
intrinsic discount
74.52%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
4 months ago
author updated this narrative
BP
WA
WaneInvestmentHouse
Community Contributor
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.
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UK£5.02
FV
20.8% undervalued
intrinsic discount
7.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 months ago
author updated this narrative
Gulf Keystone Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Kurdistan Pipeline Restart Will Secure Future Oil Market Access
Key Takeaways Kurdish pipeline export restart and improved government payments could enhance revenue and cash flow stability. Cost discipline and strategic shareholder distributions may positively impact earnings and EPS growth.
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UK£1.92
FV
14.0% undervalued
intrinsic discount
20.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
1 day ago
author updated this narrative
John Wood Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Sustainable Solutions And Aramco Contracts Will Expand Global Opportunities
Key Takeaways Growth in Operations and Consulting segments, driven by strategic initiatives, is likely to bolster revenue and improve net margins. Focus on sustainable solutions and significant contracts, particularly with Aramco, expected to drive long-term revenue growth and profitability.
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UK£0.58
FV
68.2% undervalued
intrinsic discount
0.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
1 day ago
author updated this narrative
Nostrum Oil & Gas
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Stepnoy Leopard Project And Ural Agreement Will Drive Future Efficiency
Key Takeaways Optimized capital allocation and project milestones in Stepnoy Leopard are poised to enhance future earnings and revenue growth. Extended agreements and increased efficiency reduce operating costs, improve margins, and sustain cash flows.
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UK£0.04
FV
15.4% undervalued
intrinsic discount
-19.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
1 day ago
author updated this narrative
Jadestone Energy
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Akatara And Vietnam Gas Projects Will Deliver Robust Performance
Key Takeaways Operational outperformance, disciplined cost management, and asset sales are strengthening cash flow, margins, and enabling increased shareholder returns. New project developments and drilling programs ensure strong long-term growth opportunities and future reserves in the Asia-Pacific region.
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UK£0.51
FV
58.3% undervalued
intrinsic discount
11.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
1 day ago
author updated this narrative
Capricorn Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Egypt Concessions And North Sea Assets Will Create Mixed Outcomes
Key Takeaways Extended concession agreements in Egypt could unlock reserves, improve production, and drive future revenue growth. Acquiring high-value assets in the U.K. North Sea without liabilities offers revenue diversification and incremental earnings opportunities.
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UK£3.31
FV
30.5% undervalued
intrinsic discount
0.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
1 day ago
author updated this narrative
Shell
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
AI And Robotics Adoption Will Improve Long-Term Operational Performance
Key Takeaways New technologies enhancing safety and efficiency may lead to improved long-term performance and higher net margins. Cost reductions and capital discipline are likely to increase shareholder returns and optimize free cash flow growth.
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UK£30.74
FV
13.4% undervalued
intrinsic discount
-0.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
110
users have followed this narrative
1 day ago
author updated this narrative
Diversified Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition And Expansion Will Diversify Revenue Streams And Unlock Untapped Potential
Key Takeaways Strategic acquisitions and operational optimizations are expected to enhance revenue, cash flow, and margins by leveraging synergies and expanding the portfolio. Expansion into Coal Mine Methane capture should diversify revenue streams and stabilize earnings through environmental credits growth.
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UK£19.50
FV
43.5% undervalued
intrinsic discount
25.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
1 day ago
author updated this narrative
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