Update shared on27 Sep 2025
Fair value Decreased 4.44%BlueNord's fair value target was revised down to NOK602.00, as a sharp increase in the future P/E multiple outpaced even the improved revenue growth outlook.
What's in the News
- BlueNord revised its Tyra Q4 2025 production guidance down to 21.0–27.0 mboepd from 26.0–30.0 mboepd.
- August 2025 preliminary production was 37.2 mboepd net to BlueNord.
- July 2025 preliminary production was 38.9 mboepd, with Tyra hub averaging 19.5 mboepd but achieving 24 mboepd during stable periods; a shutdown caused by fire system activation on Gorm affected output but was resolved.
- Leaks were identified and repaired on Gorm’s compressor and Halfdan’s produced water system, restoring full production.
- Q2 2025 net hydrocarbon production was reported at 37.8 mboepd.
Valuation Changes
Summary of Valuation Changes for BlueNord
- The Consensus Analyst Price Target has fallen slightly from NOK630.00 to NOK602.00.
- The Future P/E for BlueNord has significantly risen from 14.52x to 149.29x.
- The Consensus Revenue Growth forecasts for BlueNord has significantly risen from 13.3% per annum to 18.0% per annum.
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