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
VAR: Production Pipeline Expansion Will Drive Output Higher Through The Decade
Key Takeaways Near-term production ramp, successful project execution, and a strong project pipeline position the company for sustained revenue and EBITDA growth. Cost reductions, effective monetization strategies, and strong ESG performance enhance earnings resilience, stable cash flows, and long-term capital access.Read more
OET: Dividend Payouts And Forecasts Will Balance Risks For Shareholders
Key Takeaways Rising global crude trade and vessel undersupply are strengthening fleet utilization and supporting higher revenue potential. A modern, eco-friendly fleet and improved financial flexibility position the company for sustained margin growth and competitive advantage.Read more
Global Energy Transition Will Fuel Deepwater And Offshore Wind Growth
Key Takeaways Deep revenue visibility, strong client engagement, and an expanding backlog position Subsea 7 for sustained earnings and utilization growth through industry cycles. Strategic integration, renewables expansion, and technological investment create lasting competitive advantages, supporting more resilient and higher margin performance than peers.Read more
