Energy Norwegian Community
Our community narratives are driven by numbers and valuation.
Energy Norwegian Investing Ideas
Vår Energi will deliver explosive growth with 20% production rise by 2025
Explosive Production Ramp: 2025's nine startups deliver 20%+ growth to 430 kboepd, unlocking USD 2B+ FCF by 2026 – far outpacing flat peers like Equinor. Juicy Dividend Engine: 15% yield (USD 1.2B payout) funded by 70% FCF coverage; policy targets 40-60% payout, with hikes signaled for 2026.Read more
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).Read more
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.Read more
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.Read more
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.Read more
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.Read more
Low Unit Cost Projects And Gas Exposure Will Support Stronger Long Term Cash Generation
Catalysts About Vår Energi Vår Energi is an oil and gas producer focused on the Norwegian Continental Shelf with a diversified portfolio across oil and gas fields and exploration assets. What are the underlying business or industry changes driving this perspective?Read more
Power From Shore And Tiebacks Will Support Long Term Value Creation
Catalysts About OKEA OKEA is a Norway focused oil and gas company that operates and develops mid and late life fields on the Norwegian Continental Shelf. What are the underlying business or industry changes driving this perspective?Read more
Tyra Hub's Expansion Will Drive Increased Production Stability By 2025
Key Takeaways Successful exploration and increased production are expected to enhance long-term revenue potential and maintain stable output in the coming years. A favorable gas price environment and significant tax losses are likely to improve profit margins and positively impact net earnings.Read more
