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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).

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.

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.

Key Takeaways Strong order growth and strategic focus on complex offshore projects ensure resilient revenues and stable margins amid changing energy sector dynamics. Increasing investment in renewables and the Saipem merger enhance diversification, operational efficiency, and capacity for larger, complex projects.

Key Takeaways Strong contract pipeline, rising vessel utilization, and integrated service offerings are driving revenue growth, margin expansion, and greater financial stability. Strategic global asset deployment and improved capital structure position DOF Group to capitalize on robust offshore energy demand and mitigate regional market risks.

Key Takeaways Equinor faces overvaluation risk due to optimistic assumptions around both oil & gas demand and rapid, profitable renewables growth amid regulatory and margin pressures. High returns and shareholder payouts may be unsustainable, as legacy assets mature, capex needs rise, and tightening ESG regulations limit growth and investment capacity.

Key Takeaways Structural decline in LNG demand, regulatory pressures, and limited capital access threaten Cool's revenues, margins, and long-term growth prospects. Vessel oversupply and uncertain Asian demand risk lower fleet utilization, pressuring charter rates and future profitability.