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Energy Norwegian Investing Ideas
Subsea 7
MR
MrMoneyMan
Community Contributor
Subsea 7 Set for a Strong Q2 with Promising Upside in June
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).
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NOK 290.00
FV
31.3% undervalued
intrinsic discount
31.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 months ago
author updated this narrative
BWG
MR
MrMoneyMan
Community Contributor
BWG Will Witness 5.5% Annual Trade Growth in 2025-26 Driven by US and Middle East Exports
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.
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NOK 170.00
FV
18.6% undervalued
intrinsic discount
37.90%
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
3 months ago
author updated this narrative
Seacrest Petroleo Bermuda
IM
Imthetxarbi
Community Contributor
Seacrest Petroleo Bermuda is worth 0
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.
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NOK 0.000001
FV
11.5m% overvalued
intrinsic discount
-72.73%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
6 months ago
author updated this narrative
TGS
DU
Duffelbag65
Community Contributor
Best vs worst case scenarios
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.
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NOK 180.00
FV
58.5% undervalued
intrinsic discount
175.54%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
7 months ago
author updated this narrative
BW Energy
OE
OEV
Community Contributor
One of the most undervalued stock in the oil industry
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.
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NOK 86.24
FV
59.1% undervalued
intrinsic discount
16.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
8 months ago
author updated this narrative
DNO
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Renewables And Political Risks Will Depress North Sea Earnings
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.
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NOK 12.50
FV
12.2% overvalued
intrinsic discount
12.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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New
narrative
Odfjell Technology
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into The Americas And Reelwell Partnership Will Strengthen Future Prospects
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.
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NOK 72.58
FV
31.0% undervalued
intrinsic discount
-1.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
Aker BP
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Yggdrasil Will Sustain Production But Profit Margins May Shrink Amid Emission Costs
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.
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NOK 258.94
FV
4.8% undervalued
intrinsic discount
0.69%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
2 days ago
author updated this narrative
BW Energy
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Maromba Project Will Increase Production To 50,000 Barrels Per Day
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.
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NOK 43.27
FV
18.5% undervalued
intrinsic discount
-0.0014%
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
2 days ago
author updated this narrative
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