View Future GrowthAfentra 過去の業績過去 基準チェック /06Afentraは57.2%の年平均成長率で業績を伸ばしているが、Oil and Gas業界はgrowingで6.4%毎年増加している。売上は成長しており、年平均71.8%の割合である。主要情報57.24%収益成長率56.99%EPS成長率Oil and Gas 業界の成長21.81%収益成長率71.77%株主資本利益率-3.40%ネット・マージン-2.79%前回の決算情報31 Dec 2025最近の業績更新お知らせ • May 16Afentra plc to Report Fiscal Year 2025 Results on May 13, 2026Afentra plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 13, 2026Reported Earnings • Jun 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.23 (up from US$0.012 loss in FY 2023). Revenue: US$180.9m (up US$154.5m from FY 2023). Net income: US$52.4m (up US$55.1m from FY 2023). Profit margin: 29% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.分析記事 • May 16Afentra's (LON:AET) Earnings May Just Be The Starting PointAfentra plc's ( LON:AET ) strong earnings report was rewarded with a positive stock price move. We did some digging and...すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jun 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to UK£0.59. The fair value is estimated to be UK£0.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 74% over the last 3 years. Meanwhile, the company became loss making.New Risk • Jun 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (19% increase in shares outstanding). Significant insider selling over the past 3 months (UK£94k sold).分析記事 • Jun 16Should You Be Adding Afentra (LON:AET) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Jun 09Afentra plc has completed a Follow-on Equity Offering in the amount of £2 million.Afentra plc has completed a Follow-on Equity Offering in the amount of £2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,985,074 Price\Range: £0.67 Transaction Features: Regulation SPrice Target Changed • Jun 08Price target decreased by 12% to UK£1.03Down from UK£1.16, the current price target is an average from 4 analysts. New target price is 41% above last closing price of UK£0.73. Stock is up 56% over the past year. The company is forecast to post earnings per share of US$0.052 for next year compared to US$0.23 last year.お知らせ • Jun 06+ 1 more updateAfentra plc has filed a Follow-on Equity Offering in the amount of £2 million.Afentra plc has filed a Follow-on Equity Offering in the amount of £2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,985,074 Price\Range: £0.67 Transaction Features: Regulation Sお知らせ • Jun 04Afentra plc has filed a Follow-on Equity Offering.Afentra plc has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Price\Range: £0.67 Transaction Features: Subsequent Direct Listingお知らせ • May 16Afentra plc to Report Fiscal Year 2025 Results on May 13, 2026Afentra plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 13, 2026お知らせ • May 14Afentra plc, Annual General Meeting, Jun 23, 2026Afentra plc, Annual General Meeting, Jun 23, 2026.Major Estimate Revision • Mar 20Consensus EPS estimates fall by 39%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.092 to US$0.056 per share. Revenue forecast steady at US$125.9m. Net income forecast to grow 50% next year vs 33% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£1.03 to UK£1.07. Share price rose 22% to UK£0.77 over the past week.お知らせ • Mar 20Afentra plc Engages with A Limited Number of Counterparties with Regard to A Potential Sale ProcessAfentra plc (AIM:AET) noted the recent media speculation and confirms that it has engaged with a limited number of counterparties with regard to a potential sale process in respect of the entire issued, and to be issued, share capital of the Company. Background to Strategic Review Process: Afentra, following a period of successful growth in Angola, has established a portfolio of offshore and onshore assets with significant growth and upside potential. Over this period the Company has established itself as one of the few independent oil & gas companies in Angola, where there is an increasing need for independent oil & gas companies to pursue the next phase of development of the country's assets as the major oil & gas companies divest non-core assets from their Angolan portfolios. Over the last two years, Afentra has invested in the substantial Block 3/05 infrastructure and, as announced on 22 January 2026, is now ready to pursue significant growth opportunities, which will include three heavy workovers and the drilling of two production wells on Block 3/05 in 2026, namely Impala-2 and Pacassa SW-1. Each of these activities offers the potential for substantial standalone production increases and reserves growth and, assuming success on Impala-2 and Pacassa SW-1, additional wells may be drilled on each of the fields. The Company is also in the process of screening an additional 20+ heavy workover opportunities on Block 3/05, offering further potential to grow production on the block. In addition to the development opportunities on Block 3/05, Afentra has a significant wider portfolio of assets in Angola, including an operated interest in Block 3/24 where Afentra is assessing the fast-track development of the Golungo, Palanca NE and Quissama (GPQ) discoveries, and a substantial onshore Kwanza basin position. On 13 January 2026 the Company announced a fourfold increase in its 2C Resource, including discoveries across Blocks 3/05, 3/05A and 3/24 and the potential resource base in the Kwanza basin is yet to be quantified. Afentra is currently acquiring geophysical data across this onshore acreage, including the previously produced fields in KON 4 and exploration acreage in KON 15 and 19, in order to delineate this highly prospective acreage. Given the significant potential within the Afentra portfolio and the position and reputation that Afentra has established in Angola, positioning the Company for further inorganic growth in the country, the Board has taken the decision to initiate a wider review of the Company's strategic options. In this context, the Board has appointed Jefferies to engage a small number of financial and strategic investors to explore how they could assist the Company with its future capital needs and ensure the most efficient delivery of the significant growth potential of the Afentra portfolio and leverage the Company's strong position in the broader Angolan market, which could include a sale of the Company to one of these parties. The Company is currently in discussions with a number of potential counterparties. The potential sale process announced today is being undertaken alongside the Board's consideration of alternative strategic options to finance the growth potential within the company. It remains possible that, following completion of this review, the Board will consider that Afentra and its shareholders would be best served by alternative strategic options available to the Company, including Afentra remaining as an independent listed company. There can therefore be no certainty either that an offer for the Company will be made nor as to the terms of any such offer. A further announcement will be made when appropriate.Price Target Changed • Mar 11Price target increased by 7.5% to UK£1.03Up from UK£0.96, the current price target is an average from 5 analysts. New target price is 67% above last closing price of UK£0.62. Stock is up 56% over the past year. The company is forecast to post earnings per share of US$0.092 for next year compared to US$0.23 last year.分析記事 • Jan 29Afentra plc (LON:AET) Stock Catapults 28% Though Its Price And Business Still Lag The MarketAfentra plc ( LON:AET ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...New Risk • Jan 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Jan 14Afentra (LON:AET) Is Investing Its Capital With Increasing EfficiencyThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...お知らせ • Jan 13Afentra plc Announces Contingent Resource UpgradeAfentra plc announced the completion of an independent audit by Sproule ERCE of its contingent resource base across Blocks 3/05 and 3/05A discoveries and the completion of the Company's initial assessment of contingent resources within Block 3/24. The Company's annual reserves assessment is currently underway and will be released upon completion later this quarter. Afentra has completed an independent resource assessment of the undeveloped oil and gas discoveries across Blocks 3/05 and3/05A, including Bufalo Norte, Punja, Gazela1&2 and Caco. As a result of this assessment 2C working interest (WI) contingent resources of 36.6 mmboe (gross 164.2 mmboe) has been certified across these discoveries, inclusive of associated gas. The Company has also undertaken an initial internal review of the discoveries within the recently awarded Block 3/24, and management estimates that this represents additional WI contingent resource of 37.0 mmboe (gross 92.4 mmboe). In addition, the Company is in the process of assessing the significant upside resource potential within the Block 3/05 producing fields and these will be quantified as the planned infill drilling and heavy workover programme is progressed. To date only 13.8 mmbo (gross 46 mmbo) of 2C WI contingent resource has been booked, however, the initial infill and workover programme has significant potential beyond this initial booked value. Accordingly, the Company's total 2C WI contingent resources across Blocks 3/05, 5A and 24 now amount to 87.3 mmboe (gross 302.6 mmboe) representing an increase of over 400% versus the previously disclosed 2C resources WI of 20.9 mmboe. Contingent resources are the result of water injection and natural depletion and comprise a combination of development pending, development on hold and other contingent classifications in accordance with applicable resource definitions.2 B lock 3/24 contingent resource values exclude previously produced fields.3 Contingent resource estimates are in the process of being updated.分析記事 • Nov 27Is Afentra (LON:AET) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Nov 25Consensus EPS estimates increase by 14%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$141.3m to US$137.9m. EPS estimate rose from US$0.127 to US$0.144. Net income forecast to grow 32% next year vs 26% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target of UK£0.95 unchanged from last update. Share price fell 8.9% to UK£0.41 over the past week.お知らせ • Nov 10Afentra plc Announces Changes in Board and Committee, Effective from 10 November 2025Afentra plc announced the appointment of Andrew Osborne as Independent Non-Executive Director and Chair of the Audit Committee, with effect from 10 November 2025. On his appointment Andrew Osborne will also become a member of the Company's Nominations Committee and Remuneration Committee. Thierry Tanoh, Chairman of the Board, will step down from his interim Audit Committee Chair responsibilities upon Andrew's appointment. Andrew Osborne brings more than 30 years' board-level and senior leadership experience across oil & gas, capital markets and M&A. He was most recently EVP, Special Projects at Harbour Energy plc (2021-2024) and previously Chief Financial Officer at Chrysaor (2012-2021), where he led major financings and acquisitions, including transactions with Shell and ConocoPhillips, and was part of the executive team during the merger that created Harbour Energy. Earlier in his career he was a Managing Director at Merrill Lynch. Following the appointment of Andrew Osborne as Independent Non-Executive Director of Afentra, the Board and Board Committee Chairs will be as follows: Chairman: Thierry Tanoh (Nominations Committee Chair). Executive Directors: Paul McDade (Chief Executive Officer), Anastasia Deulina (Chief Financial Officer), Ian Cloke (Chief Operating Officer). Independent Non-Executive Directors: Gavin Wilson (Remuneration Committee Chair); Andrew Osborne (Audit Committee Chair).分析記事 • Oct 17Afentra plc's (LON:AET) Low P/E No Reason For ExcitementWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...Major Estimate Revision • Sep 18Consensus EPS estimates increase by 161%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$141.9m to US$145.0m. EPS estimate increased from US$0.049 to US$0.128 per share. Net income forecast to shrink 26% next year vs 35% growth forecast for Oil and Gas industry in the United Kingdom . Consensus price target of UK£0.97 unchanged from last update. Share price fell 2.9% to UK£0.50 over the past week.Major Estimate Revision • Sep 05Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.076 to US$0.056 per share. Revenue forecast steady at US$142.2m. Net income forecast to shrink 34% next year vs 35% growth forecast for Oil and Gas industry in the United Kingdom . Consensus price target of UK£0.95 unchanged from last update. Share price rose 11% to UK£0.54 over the past week.Recent Insider Transactions • Jul 18Independent Non-Executive Director recently bought UK£58k worth of stockOn the 14th of July, Gavin Hugh Wilson bought around 120k shares on-market at roughly UK£0.48 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£58k more in shares than they have sold in the last 12 months.New Risk • Jul 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (UK£41k sold).Major Estimate Revision • Jun 24Consensus EPS estimates increase from loss to US$0.055 profit, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$158.7m to US$146.2m. EPS estimate of -US$0.107 up from expected loss of US$0.055 per share previously. Oil and Gas industry in the United Kingdom expected to see average net income growth of 4.8% next year. Consensus price target up from UK£0.85 to UK£0.92. Share price was steady at UK£0.49 over the past week.Price Target Changed • Jun 23Price target increased by 8.2% to UK£0.92Up from UK£0.85, the current price target is an average from 5 analysts. New target price is 72% above last closing price of UK£0.53. Stock is up 0.8% over the past year. The company is forecast to post a net loss per share of US$0.11 compared to earnings per share of US$0.23 last year.Reported Earnings • Jun 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.23 (up from US$0.012 loss in FY 2023). Revenue: US$180.9m (up US$154.5m from FY 2023). Net income: US$52.4m (up US$55.1m from FY 2023). Profit margin: 29% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.Board Change • Jun 05Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Thierry Tanoh was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Major Estimate Revision • May 18Consensus EPS estimates fall from profit to US$0.10 loss, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$144.4m to US$156.8m. Now expected to report loss of -US$0.105 instead of US$0.138 per share profit. Oil and Gas industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target of UK£0.85 unchanged from last update. Share price rose 8.6% to UK£0.41 over the past week.New Risk • May 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.分析記事 • May 16Afentra's (LON:AET) Earnings May Just Be The Starting PointAfentra plc's ( LON:AET ) strong earnings report was rewarded with a positive stock price move. We did some digging and...お知らせ • May 08Afentra plc, Annual General Meeting, Jun 04, 2025Afentra plc, Annual General Meeting, Jun 04, 2025.Price Target Changed • Apr 29Price target decreased by 16% to UK£0.77Down from UK£0.92, the current price target is an average from 5 analysts. New target price is 100% above last closing price of UK£0.38. Stock is down 24% over the past year. The company is forecast to post earnings per share of US$0.26 next year compared to a net loss per share of US$0.012 last year.お知らせ • Apr 24Afentra plc Announces Board and Committee ChangesAfentra plc announced that Jeffrey MacDonald, non-executive chairman, has informed the board of his intention to step down as Chair and retire from the board following the conclusion of the company's Annual General Meeting (AGM) on 4 June 2025. The board announced that Thierry Tanoh, currently an Independent Non-Executive Director and Chair of the Audit Committee, will assume the role of Chairman following conclusion of the AGM. Thierry will continue to chair the Audit Committee on an interim basis until the appointment of a new Non-Executive Director, who will take up the role of chair of Audit. Thierry brings over 30 years of leadership experience across financial, energy and public sectors, particularly in Africa and other emerging markets. He previously served as CEO of Ecobank Group and as Minister of Petroleum, Energy and Renewable Energy in Côte d'Ivoire. He also spent nearly two decades at the International Finance Corporation (IFC), where he held senior roles including Vice President for Sub-Saharan Africa, Latin America, and Western Europe. Thierry currently holds various board positions across the private and development sectors. During his tenure as Chairman, Jeffrey has played a central role in Afentra's creation, guiding the Company from inception to becoming a new African-focused independent oil & gas company. In this period, Afentra successfully executed its entry strategy in Angola and established a foundation for long-term value creation through a series of highly strategic and value-accretive transactions. The Company is now in a strong position both operationally and financially, with a clear path ahead as it continues to pursue its disciplined growth strategy.分析記事 • Apr 17Afentra plc's (LON:AET) Intrinsic Value Is Potentially 78% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Afentra fair value estimate is UK£0.70 Current share price of...分析記事 • Mar 05Afentra (LON:AET) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 25% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 25% per year for the foreseeable future. Minor Risks High level of debt (66% net debt to equity). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).Major Estimate Revision • Sep 27Consensus revenue estimates increase by 21%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$147.5m to US$178.7m. EPS estimate increased from US$0.225 to US$0.231 per share. Net income forecast to grow 81% next year vs 43% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£0.54 to UK£0.67. Share price was steady at UK£0.47 over the past week.New Risk • Sep 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 66% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 90% per year for the foreseeable future. Minor Risks High level of debt (66% net debt to equity). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).New Risk • Jul 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 41% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 41% per year for the foreseeable future. Minor Risks Shareholders have been diluted in the past year (2.8% increase in shares outstanding). Significant insider selling over the past 3 months (UK£39k sold).New Risk • Jul 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Jun 28Afentra plc Elects Thierry Tanoh as A DirectorAfentra plc elected Thierry Tanoh as a director of the Company, at its Annual General Meeting held on 27 June 2024.お知らせ • May 31Afentra plc, Annual General Meeting, Jun 27, 2024Afentra plc, Annual General Meeting, Jun 27, 2024.Price Target Changed • May 24Price target increased by 11% to UK£0.63Up from UK£0.57, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of UK£0.60. Stock is up 121% over the past year. The company is forecast to post a net loss per share of US$0.017 next year compared to a net loss per share of US$0.041 last year.New Risk • Mar 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end).Price Target Changed • Mar 14Price target decreased by 14% to UK£0.47Down from UK£0.55, the current price target is an average from 2 analysts. New target price is 17% above last closing price of UK£0.40. Stock is up 72% over the past year. The company is forecast to post a net loss per share of US$0.018 next year compared to a net loss per share of US$0.041 last year.New Risk • Jan 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$11m). Share price has been volatile over the past 3 months (7.6% average weekly change).New Risk • Dec 11New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$11m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$11m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (UK£74.8m market cap, or US$93.9m).New Risk • Nov 10New major risk - Revenue and earnings growthEarnings have declined by 27% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 27% per year over the past 5 years. Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$11m). Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (UK£64.9m market cap, or US$79.2m).Board Change • Sep 18High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jun 13Afentra plc Appoints Thierry Tanoh to Its Board as Independent Non-Executive Director and Chairman of the Audit CommitteeAfentra plc announced the appointment of Mr. Thierry Tanoh to its board as independent non-executive director and chairman of the audit committee. Mr. Tanoh, aged 61, is an experienced senior director with global experience, a strong track record in both public and private sectors, and has held senior positions within African Government ministries. Mr. Tanoh's relevant experience includes various roles within International Finance Corporation (IFC), including being Vice President within the Senior Executive Team and a member of IFC's credit committee based in Washington, and Director of Sub-Saharan Africa based in Johannesburg. Following 12 years with IFC, Mr. Tanoh was appointed as CEO of Ecobank Group, a pan-African banking conglomerate with banking operations in 33 African countries. Following his departure in 2014, Mr. Tanoh was appointed a member of the office of the President of the Republic of Cote d'Ivoire, serving initially as Minister, Deputy Chief of Staff before being appointed as Minister for Oil, Energy and Renewable Energies between 2017-18. Mr. Tanoh presently has a number of Director roles including as Non-Executive Director, Vice Chairman of the Board of Directors and Chairman of the Investment Committee of Maha Capital Partners, an investment management company, Chairman of the Board of Directors of a Mortgage Refinancing institution and was recently appointed to the President's Council on International Affairs of Yale University. Mr. Tanoh is a Certified Public Accountant (CPA, France), was awarded the Fulbright Scholarship and received an MBA from Harvard University and was awarded the World Bank Group Leadership and Diversity Award in 2006.お知らせ • May 17Afentra plc, Annual General Meeting, Jun 20, 2023Afentra plc, Annual General Meeting, Jun 20, 2023, at 09:00 Coordinated Universal Time.分析記事 • Mar 14Afentra (LON:AET) Is In A Strong Position To Grow Its BusinessJust because a business does not make any money, does not mean that the stock will go down. For example, although...Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chairman Jeff MacDonald was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.分析記事 • Nov 09We Think Afentra (LON:AET) Can Easily Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...Recent Insider Transactions • Aug 13Independent Non-Executive Director recently bought UK£74k worth of stockOn the 10th of August, Gavin Hugh Wilson bought around 300k shares on-market at roughly UK£0.24 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Aug 11Afentra plc, Annual General Meeting, Aug 30, 2022Afentra plc, Annual General Meeting, Aug 30, 2022, at 14:00 US Eastern Standard Time.分析記事 • Aug 11Afentra (LON:AET) Is In A Good Position To Deliver On Growth PlansThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Price Target Changed • Aug 10Price target increased to UK£0.30Up from UK£0.20, the current price target is provided by 1 analyst. New target price is 20% above last closing price of UK£0.25. Stock is up 69% over the past year. The company posted a net loss per share of US$0.023 last year.Board Change • Aug 10Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chairman Jeff MacDonald was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Price Target Changed • Jul 19Price target increased to UK£0.30Up from UK£0.20, the current price target is provided by 1 analyst. New target price is 106% above last closing price of UK£0.15. Stock is down 0.3% over the past year. The company posted a net loss per share of US$0.023 last year.Board Change • Jul 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chairman Jeff MacDonald was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • May 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chairman Jeff MacDonald was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.収支内訳Afentra の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史AIM:AET 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Dec 25114-315030 Sep 251361613030 Jun 251573610031 Mar 251694410031 Dec 241815210030 Sep 241413810030 Jun 24102239031 Mar 2464108031 Dec 2326-37030 Sep 2313-66030 Jun 230-105031 Mar 230-105031 Dec 220-95030 Sep 220-74030 Jun 220-52031 Mar 220-52031 Dec 210-52030 Sep 210-42030 Jun 210-32031 Mar 210-32031 Dec 200-21030 Sep 200-21030 Jun 200-21031 Mar 200-21031 Dec 190-21030 Sep 190-21030 Jun 190-11031 Mar 190-21031 Dec 181-22030 Sep 182-52030 Jun 183-82031 Mar 184-82031 Dec 174-92030 Sep 175-62030 Jun 176-23031 Mar 175-62031 Dec 165-92030 Sep 164-162030 Jun 163-232031 Mar 164-192031 Dec 155-162030 Sep 158-1620質の高い収益: AETは現在利益が出ていません。利益率の向上: AETは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: AETは利益を出していないが、過去 5 年間で年間57.2%の割合で損失を削減してきた。成長の加速: AETの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: AETは利益が出ていないため、過去 1 年間の収益成長をOil and Gas業界 ( 3.3% ) と比較することは困難です。株主資本利益率高いROE: AETは現在利益が出ていないため、自己資本利益率 ( -3.4% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YEnergy 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/03 23:44終値2026/07/03 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Afentra plc 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関David RoundBMO Capital Markets Equity ResearchPhilip HallamCanaccord GenuityCharlie SharpCanaccord Genuity12 その他のアナリストを表示
お知らせ • May 16Afentra plc to Report Fiscal Year 2025 Results on May 13, 2026Afentra plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 13, 2026
Reported Earnings • Jun 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.23 (up from US$0.012 loss in FY 2023). Revenue: US$180.9m (up US$154.5m from FY 2023). Net income: US$52.4m (up US$55.1m from FY 2023). Profit margin: 29% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
分析記事 • May 16Afentra's (LON:AET) Earnings May Just Be The Starting PointAfentra plc's ( LON:AET ) strong earnings report was rewarded with a positive stock price move. We did some digging and...
Buy Or Sell Opportunity • Jun 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to UK£0.59. The fair value is estimated to be UK£0.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 74% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Jun 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (19% increase in shares outstanding). Significant insider selling over the past 3 months (UK£94k sold).
分析記事 • Jun 16Should You Be Adding Afentra (LON:AET) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Jun 09Afentra plc has completed a Follow-on Equity Offering in the amount of £2 million.Afentra plc has completed a Follow-on Equity Offering in the amount of £2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,985,074 Price\Range: £0.67 Transaction Features: Regulation S
Price Target Changed • Jun 08Price target decreased by 12% to UK£1.03Down from UK£1.16, the current price target is an average from 4 analysts. New target price is 41% above last closing price of UK£0.73. Stock is up 56% over the past year. The company is forecast to post earnings per share of US$0.052 for next year compared to US$0.23 last year.
お知らせ • Jun 06+ 1 more updateAfentra plc has filed a Follow-on Equity Offering in the amount of £2 million.Afentra plc has filed a Follow-on Equity Offering in the amount of £2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,985,074 Price\Range: £0.67 Transaction Features: Regulation S
お知らせ • Jun 04Afentra plc has filed a Follow-on Equity Offering.Afentra plc has filed a Follow-on Equity Offering. Security Name: Ordinary Shares Security Type: Common Stock Price\Range: £0.67 Transaction Features: Subsequent Direct Listing
お知らせ • May 16Afentra plc to Report Fiscal Year 2025 Results on May 13, 2026Afentra plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 13, 2026
お知らせ • May 14Afentra plc, Annual General Meeting, Jun 23, 2026Afentra plc, Annual General Meeting, Jun 23, 2026.
Major Estimate Revision • Mar 20Consensus EPS estimates fall by 39%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.092 to US$0.056 per share. Revenue forecast steady at US$125.9m. Net income forecast to grow 50% next year vs 33% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£1.03 to UK£1.07. Share price rose 22% to UK£0.77 over the past week.
お知らせ • Mar 20Afentra plc Engages with A Limited Number of Counterparties with Regard to A Potential Sale ProcessAfentra plc (AIM:AET) noted the recent media speculation and confirms that it has engaged with a limited number of counterparties with regard to a potential sale process in respect of the entire issued, and to be issued, share capital of the Company. Background to Strategic Review Process: Afentra, following a period of successful growth in Angola, has established a portfolio of offshore and onshore assets with significant growth and upside potential. Over this period the Company has established itself as one of the few independent oil & gas companies in Angola, where there is an increasing need for independent oil & gas companies to pursue the next phase of development of the country's assets as the major oil & gas companies divest non-core assets from their Angolan portfolios. Over the last two years, Afentra has invested in the substantial Block 3/05 infrastructure and, as announced on 22 January 2026, is now ready to pursue significant growth opportunities, which will include three heavy workovers and the drilling of two production wells on Block 3/05 in 2026, namely Impala-2 and Pacassa SW-1. Each of these activities offers the potential for substantial standalone production increases and reserves growth and, assuming success on Impala-2 and Pacassa SW-1, additional wells may be drilled on each of the fields. The Company is also in the process of screening an additional 20+ heavy workover opportunities on Block 3/05, offering further potential to grow production on the block. In addition to the development opportunities on Block 3/05, Afentra has a significant wider portfolio of assets in Angola, including an operated interest in Block 3/24 where Afentra is assessing the fast-track development of the Golungo, Palanca NE and Quissama (GPQ) discoveries, and a substantial onshore Kwanza basin position. On 13 January 2026 the Company announced a fourfold increase in its 2C Resource, including discoveries across Blocks 3/05, 3/05A and 3/24 and the potential resource base in the Kwanza basin is yet to be quantified. Afentra is currently acquiring geophysical data across this onshore acreage, including the previously produced fields in KON 4 and exploration acreage in KON 15 and 19, in order to delineate this highly prospective acreage. Given the significant potential within the Afentra portfolio and the position and reputation that Afentra has established in Angola, positioning the Company for further inorganic growth in the country, the Board has taken the decision to initiate a wider review of the Company's strategic options. In this context, the Board has appointed Jefferies to engage a small number of financial and strategic investors to explore how they could assist the Company with its future capital needs and ensure the most efficient delivery of the significant growth potential of the Afentra portfolio and leverage the Company's strong position in the broader Angolan market, which could include a sale of the Company to one of these parties. The Company is currently in discussions with a number of potential counterparties. The potential sale process announced today is being undertaken alongside the Board's consideration of alternative strategic options to finance the growth potential within the company. It remains possible that, following completion of this review, the Board will consider that Afentra and its shareholders would be best served by alternative strategic options available to the Company, including Afentra remaining as an independent listed company. There can therefore be no certainty either that an offer for the Company will be made nor as to the terms of any such offer. A further announcement will be made when appropriate.
Price Target Changed • Mar 11Price target increased by 7.5% to UK£1.03Up from UK£0.96, the current price target is an average from 5 analysts. New target price is 67% above last closing price of UK£0.62. Stock is up 56% over the past year. The company is forecast to post earnings per share of US$0.092 for next year compared to US$0.23 last year.
分析記事 • Jan 29Afentra plc (LON:AET) Stock Catapults 28% Though Its Price And Business Still Lag The MarketAfentra plc ( LON:AET ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
New Risk • Jan 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Jan 14Afentra (LON:AET) Is Investing Its Capital With Increasing EfficiencyThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
お知らせ • Jan 13Afentra plc Announces Contingent Resource UpgradeAfentra plc announced the completion of an independent audit by Sproule ERCE of its contingent resource base across Blocks 3/05 and 3/05A discoveries and the completion of the Company's initial assessment of contingent resources within Block 3/24. The Company's annual reserves assessment is currently underway and will be released upon completion later this quarter. Afentra has completed an independent resource assessment of the undeveloped oil and gas discoveries across Blocks 3/05 and3/05A, including Bufalo Norte, Punja, Gazela1&2 and Caco. As a result of this assessment 2C working interest (WI) contingent resources of 36.6 mmboe (gross 164.2 mmboe) has been certified across these discoveries, inclusive of associated gas. The Company has also undertaken an initial internal review of the discoveries within the recently awarded Block 3/24, and management estimates that this represents additional WI contingent resource of 37.0 mmboe (gross 92.4 mmboe). In addition, the Company is in the process of assessing the significant upside resource potential within the Block 3/05 producing fields and these will be quantified as the planned infill drilling and heavy workover programme is progressed. To date only 13.8 mmbo (gross 46 mmbo) of 2C WI contingent resource has been booked, however, the initial infill and workover programme has significant potential beyond this initial booked value. Accordingly, the Company's total 2C WI contingent resources across Blocks 3/05, 5A and 24 now amount to 87.3 mmboe (gross 302.6 mmboe) representing an increase of over 400% versus the previously disclosed 2C resources WI of 20.9 mmboe. Contingent resources are the result of water injection and natural depletion and comprise a combination of development pending, development on hold and other contingent classifications in accordance with applicable resource definitions.2 B lock 3/24 contingent resource values exclude previously produced fields.3 Contingent resource estimates are in the process of being updated.
分析記事 • Nov 27Is Afentra (LON:AET) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Nov 25Consensus EPS estimates increase by 14%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$141.3m to US$137.9m. EPS estimate rose from US$0.127 to US$0.144. Net income forecast to grow 32% next year vs 26% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target of UK£0.95 unchanged from last update. Share price fell 8.9% to UK£0.41 over the past week.
お知らせ • Nov 10Afentra plc Announces Changes in Board and Committee, Effective from 10 November 2025Afentra plc announced the appointment of Andrew Osborne as Independent Non-Executive Director and Chair of the Audit Committee, with effect from 10 November 2025. On his appointment Andrew Osborne will also become a member of the Company's Nominations Committee and Remuneration Committee. Thierry Tanoh, Chairman of the Board, will step down from his interim Audit Committee Chair responsibilities upon Andrew's appointment. Andrew Osborne brings more than 30 years' board-level and senior leadership experience across oil & gas, capital markets and M&A. He was most recently EVP, Special Projects at Harbour Energy plc (2021-2024) and previously Chief Financial Officer at Chrysaor (2012-2021), where he led major financings and acquisitions, including transactions with Shell and ConocoPhillips, and was part of the executive team during the merger that created Harbour Energy. Earlier in his career he was a Managing Director at Merrill Lynch. Following the appointment of Andrew Osborne as Independent Non-Executive Director of Afentra, the Board and Board Committee Chairs will be as follows: Chairman: Thierry Tanoh (Nominations Committee Chair). Executive Directors: Paul McDade (Chief Executive Officer), Anastasia Deulina (Chief Financial Officer), Ian Cloke (Chief Operating Officer). Independent Non-Executive Directors: Gavin Wilson (Remuneration Committee Chair); Andrew Osborne (Audit Committee Chair).
分析記事 • Oct 17Afentra plc's (LON:AET) Low P/E No Reason For ExcitementWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Major Estimate Revision • Sep 18Consensus EPS estimates increase by 161%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$141.9m to US$145.0m. EPS estimate increased from US$0.049 to US$0.128 per share. Net income forecast to shrink 26% next year vs 35% growth forecast for Oil and Gas industry in the United Kingdom . Consensus price target of UK£0.97 unchanged from last update. Share price fell 2.9% to UK£0.50 over the past week.
Major Estimate Revision • Sep 05Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.076 to US$0.056 per share. Revenue forecast steady at US$142.2m. Net income forecast to shrink 34% next year vs 35% growth forecast for Oil and Gas industry in the United Kingdom . Consensus price target of UK£0.95 unchanged from last update. Share price rose 11% to UK£0.54 over the past week.
Recent Insider Transactions • Jul 18Independent Non-Executive Director recently bought UK£58k worth of stockOn the 14th of July, Gavin Hugh Wilson bought around 120k shares on-market at roughly UK£0.48 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£58k more in shares than they have sold in the last 12 months.
New Risk • Jul 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (UK£41k sold).
Major Estimate Revision • Jun 24Consensus EPS estimates increase from loss to US$0.055 profit, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$158.7m to US$146.2m. EPS estimate of -US$0.107 up from expected loss of US$0.055 per share previously. Oil and Gas industry in the United Kingdom expected to see average net income growth of 4.8% next year. Consensus price target up from UK£0.85 to UK£0.92. Share price was steady at UK£0.49 over the past week.
Price Target Changed • Jun 23Price target increased by 8.2% to UK£0.92Up from UK£0.85, the current price target is an average from 5 analysts. New target price is 72% above last closing price of UK£0.53. Stock is up 0.8% over the past year. The company is forecast to post a net loss per share of US$0.11 compared to earnings per share of US$0.23 last year.
Reported Earnings • Jun 13Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$0.23 (up from US$0.012 loss in FY 2023). Revenue: US$180.9m (up US$154.5m from FY 2023). Net income: US$52.4m (up US$55.1m from FY 2023). Profit margin: 29% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
Board Change • Jun 05Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Thierry Tanoh was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • May 18Consensus EPS estimates fall from profit to US$0.10 loss, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$144.4m to US$156.8m. Now expected to report loss of -US$0.105 instead of US$0.138 per share profit. Oil and Gas industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target of UK£0.85 unchanged from last update. Share price rose 8.6% to UK£0.41 over the past week.
New Risk • May 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
分析記事 • May 16Afentra's (LON:AET) Earnings May Just Be The Starting PointAfentra plc's ( LON:AET ) strong earnings report was rewarded with a positive stock price move. We did some digging and...
お知らせ • May 08Afentra plc, Annual General Meeting, Jun 04, 2025Afentra plc, Annual General Meeting, Jun 04, 2025.
Price Target Changed • Apr 29Price target decreased by 16% to UK£0.77Down from UK£0.92, the current price target is an average from 5 analysts. New target price is 100% above last closing price of UK£0.38. Stock is down 24% over the past year. The company is forecast to post earnings per share of US$0.26 next year compared to a net loss per share of US$0.012 last year.
お知らせ • Apr 24Afentra plc Announces Board and Committee ChangesAfentra plc announced that Jeffrey MacDonald, non-executive chairman, has informed the board of his intention to step down as Chair and retire from the board following the conclusion of the company's Annual General Meeting (AGM) on 4 June 2025. The board announced that Thierry Tanoh, currently an Independent Non-Executive Director and Chair of the Audit Committee, will assume the role of Chairman following conclusion of the AGM. Thierry will continue to chair the Audit Committee on an interim basis until the appointment of a new Non-Executive Director, who will take up the role of chair of Audit. Thierry brings over 30 years of leadership experience across financial, energy and public sectors, particularly in Africa and other emerging markets. He previously served as CEO of Ecobank Group and as Minister of Petroleum, Energy and Renewable Energy in Côte d'Ivoire. He also spent nearly two decades at the International Finance Corporation (IFC), where he held senior roles including Vice President for Sub-Saharan Africa, Latin America, and Western Europe. Thierry currently holds various board positions across the private and development sectors. During his tenure as Chairman, Jeffrey has played a central role in Afentra's creation, guiding the Company from inception to becoming a new African-focused independent oil & gas company. In this period, Afentra successfully executed its entry strategy in Angola and established a foundation for long-term value creation through a series of highly strategic and value-accretive transactions. The Company is now in a strong position both operationally and financially, with a clear path ahead as it continues to pursue its disciplined growth strategy.
分析記事 • Apr 17Afentra plc's (LON:AET) Intrinsic Value Is Potentially 78% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Afentra fair value estimate is UK£0.70 Current share price of...
分析記事 • Mar 05Afentra (LON:AET) Might Have The Makings Of A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
New Risk • Nov 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 25% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 25% per year for the foreseeable future. Minor Risks High level of debt (66% net debt to equity). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
Major Estimate Revision • Sep 27Consensus revenue estimates increase by 21%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$147.5m to US$178.7m. EPS estimate increased from US$0.225 to US$0.231 per share. Net income forecast to grow 81% next year vs 43% growth forecast for Oil and Gas industry in the United Kingdom. Consensus price target up from UK£0.54 to UK£0.67. Share price was steady at UK£0.47 over the past week.
New Risk • Sep 13New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 66% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 90% per year for the foreseeable future. Minor Risks High level of debt (66% net debt to equity). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
New Risk • Jul 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 41% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 41% per year for the foreseeable future. Minor Risks Shareholders have been diluted in the past year (2.8% increase in shares outstanding). Significant insider selling over the past 3 months (UK£39k sold).
New Risk • Jul 01New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Jun 28Afentra plc Elects Thierry Tanoh as A DirectorAfentra plc elected Thierry Tanoh as a director of the Company, at its Annual General Meeting held on 27 June 2024.
お知らせ • May 31Afentra plc, Annual General Meeting, Jun 27, 2024Afentra plc, Annual General Meeting, Jun 27, 2024.
Price Target Changed • May 24Price target increased by 11% to UK£0.63Up from UK£0.57, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of UK£0.60. Stock is up 121% over the past year. The company is forecast to post a net loss per share of US$0.017 next year compared to a net loss per share of US$0.041 last year.
New Risk • Mar 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risk Latest financial reports are more than 6 months old (reported June 2023 fiscal period end).
Price Target Changed • Mar 14Price target decreased by 14% to UK£0.47Down from UK£0.55, the current price target is an average from 2 analysts. New target price is 17% above last closing price of UK£0.40. Stock is up 72% over the past year. The company is forecast to post a net loss per share of US$0.018 next year compared to a net loss per share of US$0.041 last year.
New Risk • Jan 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$11m). Share price has been volatile over the past 3 months (7.6% average weekly change).
New Risk • Dec 11New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$11m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$11m free cash flow). Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$100m (UK£74.8m market cap, or US$93.9m).
New Risk • Nov 10New major risk - Revenue and earnings growthEarnings have declined by 27% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 27% per year over the past 5 years. Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$11m). Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (UK£64.9m market cap, or US$79.2m).
Board Change • Sep 18High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jun 13Afentra plc Appoints Thierry Tanoh to Its Board as Independent Non-Executive Director and Chairman of the Audit CommitteeAfentra plc announced the appointment of Mr. Thierry Tanoh to its board as independent non-executive director and chairman of the audit committee. Mr. Tanoh, aged 61, is an experienced senior director with global experience, a strong track record in both public and private sectors, and has held senior positions within African Government ministries. Mr. Tanoh's relevant experience includes various roles within International Finance Corporation (IFC), including being Vice President within the Senior Executive Team and a member of IFC's credit committee based in Washington, and Director of Sub-Saharan Africa based in Johannesburg. Following 12 years with IFC, Mr. Tanoh was appointed as CEO of Ecobank Group, a pan-African banking conglomerate with banking operations in 33 African countries. Following his departure in 2014, Mr. Tanoh was appointed a member of the office of the President of the Republic of Cote d'Ivoire, serving initially as Minister, Deputy Chief of Staff before being appointed as Minister for Oil, Energy and Renewable Energies between 2017-18. Mr. Tanoh presently has a number of Director roles including as Non-Executive Director, Vice Chairman of the Board of Directors and Chairman of the Investment Committee of Maha Capital Partners, an investment management company, Chairman of the Board of Directors of a Mortgage Refinancing institution and was recently appointed to the President's Council on International Affairs of Yale University. Mr. Tanoh is a Certified Public Accountant (CPA, France), was awarded the Fulbright Scholarship and received an MBA from Harvard University and was awarded the World Bank Group Leadership and Diversity Award in 2006.
お知らせ • May 17Afentra plc, Annual General Meeting, Jun 20, 2023Afentra plc, Annual General Meeting, Jun 20, 2023, at 09:00 Coordinated Universal Time.
分析記事 • Mar 14Afentra (LON:AET) Is In A Strong Position To Grow Its BusinessJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chairman Jeff MacDonald was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
分析記事 • Nov 09We Think Afentra (LON:AET) Can Easily Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Recent Insider Transactions • Aug 13Independent Non-Executive Director recently bought UK£74k worth of stockOn the 10th of August, Gavin Hugh Wilson bought around 300k shares on-market at roughly UK£0.24 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Aug 11Afentra plc, Annual General Meeting, Aug 30, 2022Afentra plc, Annual General Meeting, Aug 30, 2022, at 14:00 US Eastern Standard Time.
分析記事 • Aug 11Afentra (LON:AET) Is In A Good Position To Deliver On Growth PlansThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Price Target Changed • Aug 10Price target increased to UK£0.30Up from UK£0.20, the current price target is provided by 1 analyst. New target price is 20% above last closing price of UK£0.25. Stock is up 69% over the past year. The company posted a net loss per share of US$0.023 last year.
Board Change • Aug 10Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chairman Jeff MacDonald was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Price Target Changed • Jul 19Price target increased to UK£0.30Up from UK£0.20, the current price target is provided by 1 analyst. New target price is 106% above last closing price of UK£0.15. Stock is down 0.3% over the past year. The company posted a net loss per share of US$0.023 last year.
Board Change • Jul 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chairman Jeff MacDonald was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • May 19Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). COO & Executive Director Ian Cloke is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Chairman Jeff MacDonald was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.