Energy Norwegian Community

Q1 knappast någon viktig katalysator Orderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljoner dollar). Gällande intjäningen är Q1 alltid ett svagt kvartal på grund av säsongseffekter (låg aktivitetsnivå i Nordsjön).

Tillväxten i flottan sjunker, tillväxten i handeln stiger Q4-siffrorna var bättre än väntat tack vare lägre kostnader. Vi anser att utsikterna för LPG-handeln är starka med en förväntad handelstillväxt på 5,5 procent per år under 2025-26 (genomsnitt 2014-24: 7 procent per år), stärkt av export-tillväxten i USA och Mellanöstern.

Everything that could have gone wrong, went wrong. The assets are now owned by the bank and creditors Poorly managed company with very slow decission making , unable to react that have wasted a Great future.

In the most optimistic scenario, TGS capitalizes on its merger with PGS, leveraging the cost synergies of over $50 million annually​. This creates a significant financial buffer, allowing the company to focus on strategic growth while optimizing operational efficiencies.

BW Energy is one of the most undervalued stock i have found in the oil industry listed in Norway. The company have one large shareholder, BW Group, which owns about 75% of BWE.

Key Takeaways Overdependence on oil and operations in politically unstable regions exposes DNO to volatile cash flows and earnings risk. Rising regulatory pressures and costs threaten margins, while limited diversification and maturing assets undermine long-term value.

Key Takeaways Geographic expansion into the Americas and strategic agreements aim to enhance revenue streams and operational efficiencies, improving competitive advantage and margins. Focus on contract renegotiation, digital solutions, and a structured dividend policy indicates confidence in financial health and potential for increased earnings.

Key Takeaways Advances in digitalization and low-emission technologies aim to optimize operations, reduce costs, and improve net margins, enhancing long-term profitability. Strategic financial management and targeted exploration strategies boost financial stability, enabling growth investments and potentially enriching future revenue streams.

Key Takeaways Major field developments and increased production capacity, particularly from the Maromba project, anticipate boosting future revenue through enhanced capital efficiency. Cost-reduction measures and resource-sharing initiatives could positively impact net margins, supporting long-term financial health and potential reserve growth.