PetroNor E&P（PNOR）株式概要PetroNor E&P ASAは、西アフリカ沖合で独立系の石油・ガス探査・生産会社として操業している。 詳細PNOR ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績1/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より88.3%で取引されている リスク分析高いレベルの非現金収入 利益率(4.1%)は昨年より低い(14.3%) Norwegian市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るPNOR Community Fair Values Create NarrativeSee what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueNOK Current PriceNOK 11.164.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-13m192m2016201920222025202620282031Revenue US$116.7mEarnings US$4.8mAdvancedSet Fair ValueView all narrativesPetroNor E&P ASA 競合他社BlueNordSymbol: OB:BNORMarket cap: NOK 13.7bBW EnergySymbol: OB:BWEMarket cap: NOK 13.7bVår EnergiSymbol: OB:VARMarket cap: NOK 107.5bNorAm DrillingSymbol: OB:NORAMMarket cap: NOK 1.8b価格と性能株価の高値、安値、推移の概要PetroNor E&P過去の株価現在の株価NOK 11.1652週高値NOK 18.5852週安値NOK 9.65ベータ-0.331ヶ月の変化-39.02%3ヶ月変化-4.45%1年変化0.90%3年間の変化55.87%5年間の変化-10.14%IPOからの変化-12.81%最新ニュースNew Risk • May 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (29% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to kr12.34, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 18x in the Oil and Gas industry in Norway. Total returns to shareholders of 178% over the past three years.Declared Dividend • May 08Dividend of kr3.25 announcedShareholders will receive a dividend of kr3.25. Ex-date: 29th May 2026 Payment date: 24th June 2026 Dividend yield will be 19%, which is higher than the industry average of 13%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr14.94, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 17x in the Oil and Gas industry in Norway. Total returns to shareholders of 179% over the past three years.Reported Earnings • Feb 22Full year 2025 earnings released: EPS: US$0.051 (vs US$0.25 in FY 2024)Full year 2025 results: EPS: US$0.051 (down from US$0.25 in FY 2024). Revenue: US$83.1m (down 59% from FY 2024). Net income: US$7.31m (down 79% from FY 2024). Profit margin: 8.8% (down from 17% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr10.14, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 11x in the Oil and Gas industry in Norway. Total returns to shareholders of 81% over the past three years.最新情報をもっと見るRecent updatesNew Risk • May 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (29% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to kr12.34, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 18x in the Oil and Gas industry in Norway. Total returns to shareholders of 178% over the past three years.Declared Dividend • May 08Dividend of kr3.25 announcedShareholders will receive a dividend of kr3.25. Ex-date: 29th May 2026 Payment date: 24th June 2026 Dividend yield will be 19%, which is higher than the industry average of 13%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr14.94, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 17x in the Oil and Gas industry in Norway. Total returns to shareholders of 179% over the past three years.Reported Earnings • Feb 22Full year 2025 earnings released: EPS: US$0.051 (vs US$0.25 in FY 2024)Full year 2025 results: EPS: US$0.051 (down from US$0.25 in FY 2024). Revenue: US$83.1m (down 59% from FY 2024). Net income: US$7.31m (down 79% from FY 2024). Profit margin: 8.8% (down from 17% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr10.14, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 11x in the Oil and Gas industry in Norway. Total returns to shareholders of 81% over the past three years.お知らせ • Jan 12PetroNor E&P ASA provides update on the Congo operations related to the PNGF Sud field complexPetroNor E&P ASA is providing the following update on the Congo operations related to the PNGF Sud field complex. Fourth quarter average net working interest production was 4,608 bopd, compared with 4,116 bopd in the previous quarter and 4,759 bopd in the fourth quarter of 2024. Production efficiency was at 91%, the same as in the third quarter. As of early December, jack-up rig Axima has completed the five infill wells in Tchibouela East, and all have been put on production. The wells exhibit excellent reservoir properties and collectively have contributed a gross December production incremental of above 6,500 bopd resulting in a gross 2025 exit production rate for the PNGF Sud complex exceeding 32,000 bopd (net 5,400 bopd). As announced, the Company lifted and sold 540,000 barrels of entitlement oil in November and is building inventory available for sale at a rate of 100,000 per month. An additional lifting is expected during first quarter of 2026.お知らせ • Dec 24PetroNor E&P ASA, Annual General Meeting, May 28, 2026PetroNor E&P ASA, Annual General Meeting, May 28, 2026.お知らせ • Dec 23+ 4 more updatesPetroNor E&P ASA to Report Q1, 2026 Results on May 22, 2026PetroNor E&P ASA announced that they will report Q1, 2026 results on May 22, 2026Reported Earnings • Nov 21Third quarter 2025 earnings released: US$0.016 loss per share (vs US$0 in 3Q 2024)Third quarter 2025 results: US$0.016 loss per share (further deteriorated from US$0 in 3Q 2024). Revenue: US$11.1m (down 28% from 3Q 2024). Net loss: US$2.27m (down US$2.32m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Aug 21Second quarter 2025 earnings released: EPS: US$0.038 (vs US$0.094 in 2Q 2024)Second quarter 2025 results: EPS: US$0.038 (down from US$0.094 in 2Q 2024). Revenue: US$13.6m (down 79% from 2Q 2024). Net income: US$5.34m (down 60% from 2Q 2024). Profit margin: 39% (up from 20% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • May 28There May Be Some Bright Spots In PetroNor E&P's (OB:PNOR) EarningsThe most recent earnings report from PetroNor E&P ASA ( OB:PNOR ) was disappointing for shareholders. Despite the soft...Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to kr9.91, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 6x in the Oil and Gas industry in Norway. Total returns to shareholders of 36% over the past three years.Upcoming Dividend • May 16Upcoming dividend of kr2.20 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 30 May 2025. Trailing yield: 15%. Within top quartile of Norwegian dividend payers (9.1%). Higher than average of industry peers (8.7%).分析記事 • May 15Here's Why PetroNor E&P ASA's (OB:PNOR) CEO May Deserve A RaiseKey Insights PetroNor E&P's Annual General Meeting to take place on 21st of May Total pay for CEO George Pace includes...Reported Earnings • May 05Full year 2024 earnings released: EPS: US$0.25 (vs US$0.35 in FY 2023)Full year 2024 results: EPS: US$0.25 (down from US$0.35 in FY 2023). Revenue: US$204.5m (up 9.2% from FY 2023). Net income: US$35.2m (down 30% from FY 2023). Profit margin: 17% (down from 27% in FY 2023). The decrease in margin was driven by higher expenses. Oil reserves Proven reserves: 11.31 MMbbls Gas reserves Proven reserves: 3.88 Bcf Combined production Oil equivalent production: 1.202 MMboe (1.396 MMboe in FY 2023) Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 29Many Still Looking Away From PetroNor E&P ASA (OB:PNOR)PetroNor E&P ASA's ( OB:PNOR ) price-to-earnings (or "P/E") ratio of 4.7x might make it look like a strong buy right...Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to kr12.54, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 4x in the Oil and Gas industry in Norway. Total returns to shareholders of 83% over the past three years.Board Change • Mar 21Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jarle Norman-Hansen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 20PetroNor E&P ASA Announces Board and Committee ChangesPetroNor E&P ASA announced at the EGM held on March 20, 2025, approved Andri Georghiou is elected as a new member of the Board to replace Azza Samir Fawzi. Ingvil Smines Tybring-Gjedde resigns from the Nomination Committee. Jarle Norman-Hansen is elected as new Nomination Committee member to replace the resigning member.Reported Earnings • Feb 20Full year 2024 earnings released: EPS: US$0.26 (vs US$0.35 in FY 2023)Full year 2024 results: EPS: US$0.26 (down from US$0.35 in FY 2023). Revenue: US$204.5m (up 9.2% from FY 2023). Net income: US$36.7m (down 26% from FY 2023). Profit margin: 18% (down from 27% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to kr11.40, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 6x in the Oil and Gas industry in Norway. Total returns to shareholders of 42% over the past three years.分析記事 • Dec 31PetroNor E&P ASA (OB:PNOR) Stock Rockets 27% But Many Are Still Ignoring The CompanyDespite an already strong run, PetroNor E&P ASA ( OB:PNOR ) shares have been powering on, with a gain of 27% in the...お知らせ • Dec 26PetroNor E&P ASA Proposes Distribution, Payable on or About 31 January 2025PetroNor E&P ASA announced the board of directors' proposal for a distribution in the amount of NOK 2 per share to shareholders in the company as of 24 January 2025 (as registered in Euronext Securities Oslo (VPS) on 28 January 2025). Ex-date is 27 January 2025. Record date is 28 January 2025. Payment date is on or about 31 January 2025. Date of approval is 23 January 2025.お知らせ • Dec 24+ 5 more updatesPetroNor E&P ASA, Annual General Meeting, May 29, 2025PetroNor E&P ASA, Annual General Meeting, May 29, 2025.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr12.18, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 4x in the Oil and Gas industry in Norway. Total returns to shareholders of 51% over the past three years.Reported Earnings • Nov 21Third quarter 2024 earnings released: EPS: US$0 (vs US$0.015 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0 (improved from US$0.015 loss in 3Q 2023). Revenue: US$15.4m (down 17% from 3Q 2023). Net income: US$46.0k (up US$2.20m from 3Q 2023). Profit margin: 0.3% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • Nov 03Market Cool On PetroNor E&P ASA's (OB:PNOR) EarningsPetroNor E&P ASA's ( OB:PNOR ) price-to-earnings (or "P/E") ratio of 2.6x might make it look like a strong buy right...Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr10.10, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 4x in the Oil and Gas industry in Norway. Total loss to shareholders of 12% over the past three years.お知らせ • Oct 16PetroNor E&P ASA Announces Resignation of Board Members Effective from 1 November 2024PetroNor E&P ASA has received notice from board members Ingvil Smines Tybring-Gjedde and Gro Kielland that they will resign as board members of the Company effective from 1 November 2024. The board would like to thank Tybring-Gjedde and Kielland for their considerable contribution to the Company during their directorship. Following the resignations, the board of directors will consist of chair Joseph Kamal Iskander Mina, and board members Jarle Norman-Hansen and Azza Samir Fawzi. The Company has commenced a search for new directors and will provide further details as and when this process is completed.Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: US$0.094 (vs US$0.11 in 2Q 2023)Second quarter 2024 results: EPS: US$0.094 (down from US$0.11 in 2Q 2023). Revenue: US$66.1m (up 22% from 2Q 2023). Net income: US$13.4m (down 15% from 2Q 2023). Profit margin: 20% (down from 29% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Jun 21PetroNor E&P ASA to Report Fiscal Year 2024 Results on Apr 29, 2025PetroNor E&P ASA announced that they will report fiscal year 2024 results on Apr 29, 2025分析記事 • May 23PetroNor E&P ASA's (OB:PNOR) CEO Will Probably Find It Hard To See A Huge Raise This YearKey Insights PetroNor E&P will host its Annual General Meeting on 29th of May CEO George Pace's total compensation...お知らせ • May 11Petronor E&P ASA Announces Board ChangesPetroNor E&P ASA announced that Eyas A Alhomouz, will not take re-election to the Board. The Nomination Committee has proposed that the current Board of the Company is reduced from six to four members and that current board member Joseph Kamal Iskander Mina replaces Mr. Alhomouz as Chair of the Board, and further that Ingvil Smines Tybring-Gjedde, Jarle Norman-Hansen and Azza Samir Fawzi are re-elected as board members.分析記事 • May 07Even With A 25% Surge, Cautious Investors Are Not Rewarding PetroNor E&P ASA's (OB:PNOR) Performance CompletelyPetroNor E&P ASA ( OB:PNOR ) shares have continued their recent momentum with a 25% gain in the last month alone. The...Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr10.78, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 8x in the Oil and Gas industry in Norway. Total loss to shareholders of 20% over the past three years.分析記事 • May 03Investors Shouldn't Be Too Comfortable With PetroNor E&P's (OB:PNOR) EarningsPetroNor E&P ASA's ( OB:PNOR ) stock was strong after they recently reported robust earnings. However, we think that...分析記事 • May 01PetroNor E&P (OB:PNOR) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • Apr 30Full year 2023 earnings released: EPS: US$0.35 (vs US$0.18 in FY 2022)Full year 2023 results: EPS: US$0.35 (up from US$0.18 in FY 2022). Revenue: US$187.3m (up 28% from FY 2022). Net income: US$49.9m (up 102% from FY 2022). Profit margin: 27% (up from 17% in FY 2022). The increase in margin was driven by higher revenue. Oil reserves Proven reserves: 11.4 MMbbls Gas reserves Proven reserves: 4 Bcf Combined production Oil equivalent production: 1.396 MMboe (0.9 MMboe in FY 2022) Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$0.46 (vs US$0.20 in FY 2022)Full year 2023 results: EPS: US$0.46 (up from US$0.20 in FY 2022). Revenue: US$187.3m (up 28% from FY 2022). Net income: US$51.0m (up 90% from FY 2022). Profit margin: 27% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Dec 20+ 3 more updatesPetroNor E&P ASA to Report Q3, 2024 Results on Nov 20, 2024PetroNor E&P ASA announced that they will report Q3, 2024 results on Nov 20, 2024お知らせ • Oct 10PetroNor E&P ASA Provides Update on Congo Operations Related to PNGF Sud Field ComplexPetroNor E&P ASA provided the following update on the Congo operations related to the PNGF Sud field complex. All five Tchibeli infill wells have now been drilled, completed and stimulated, two have been put on production with initial rates at or above expectation and one on water injection. The two last wells will be put on production within the next few days. Fourth quarter production is therefore forecasted to see an additional increase in production.お知らせ • Sep 20PetroNor E&P ASA to Report Q3, 2023 Results on Nov 28, 2023PetroNor E&P ASA announced that they will report Q3, 2023 results on Nov 28, 2023お知らせ • Jun 13PetroNor E&P ASA Provides Update on the Congo Operations Related to the Ppf Sud Field ComplexPetroNor provided the following update on the Congo operations related to the PNGF Sud field complex. The infill drilling programme, which was paused at the end of 2022 as planned following the successful drilling of six wells on the Litanzi and Tchibeli NE fields, has restarted on the Tchibeli field. The first infill well on Tchibeli spudded on 21 May 2023 with the drilling rig Axima. As of 9 June 2023, the well has been drilled, logged and cased at the targeted total depth of 2,694 mMD/2,172 mTVDSS and is about to undergo completion. Base case plans are to drill four wells in the field with first oil estimated in August from the initial two wells. The drilling programme is planned to extend through October. Looking at the year-to-date period, preliminary allocations indicate that production on PNGF Sud has remained as forecast consistently above 30,000 bopd gross and 5,000 bopd net. Production is supported by the previously mentioned strong contribution from the six infill wells on Litanzi and TchIBeli NE. This includes steady production from the Vandji exploration discovery in Tchibeli NE whose production performance is important input to the consideration for further pre-salt exploration and appraisal targets in the license area. The next sale of PetroNor's entitlemen t oil is scheduled in late June with an estimated lifting of 270,000 bbls bringing total sales for the year to 833,000 bbls. The previous sales realised an average price of $78.3/bbl. An announcement will be made following the lifting in June.お知らせ • Jan 27PetroNor E&P ASA Elects Jarle Norman-Hansen and Azza Fawzi as Board MembersPetroNor E&P ASA at the Extraordinary General Meeting held on 26 January 2023, approved election of Jarle Norman-Hansen and Azza Fawzi as board member.お知らせ • Jan 11+ 4 more updatesPetroNor E&P ASA to Report Second Half, 2023 Results on Feb 21, 2024PetroNor E&P ASA announced that they will report second half, 2023 results on Feb 21, 2024お知らせ • Sep 09PetroNor E&P Limited has completed a Follow-on Equity Offering in the amount of NOK 66 million.PetroNor E&P Limited has completed a Follow-on Equity Offering in the amount of NOK 66 million. Security Name: Shares Security Type: Common Stock Securities Offered: 60,000,000 Price\Range: NOK 1.1 Transaction Features: Regulation S; Rule 144A; Subsequent Direct ListingReported Earnings • Sep 01Second quarter 2021 earnings released: EPS US$0.001 (vs US$0.001 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$25.2m (up 139% from 2Q 2020). Net income: US$1.40m (up US$1.99m from 2Q 2020). Profit margin: 5.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 22% share price gain to US$1.58, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 11x in the Oil and Gas industry in Norway. Total returns to shareholders of 157% over the past year.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$1.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Oil and Gas industry in Norway. Total returns to shareholders of 140% over the past year.Is New 90 Day High Low • Mar 12New 90-day low: kr1.15The company is down 13% from its price of kr1.32 on 11 December 2020. The Norwegian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 17% over the same period.Analyst Estimate Surprise Post Earnings • Feb 28Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 142%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is expected to shrink by 35% compared to a 28% growth forecast for the Oil and Gas industry in Norway.Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$0.002 (vs US$0.012 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$67.5m (down 34% from FY 2019). Net income: US$2.31m (up US$15.7m from FY 2019). Profit margin: 3.4% (up from net loss in FY 2019). The move to profitability was driven by lower expenses.分析記事 • Feb 22Is PetroNor E&P (OB:PNOR) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Feb 09New 90-day low: kr1.16The company is down 15% from its price of kr1.37 on 11 November 2020. The Norwegian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 19% over the same period.お知らせ • Feb 02PetroNor E&P Limited Announces Board ChangesPetroNor E&P Limited announced the appointment of Mrs. Gro Kielland as an independent director to replace Mr. Gerhard Ludvigsen. Mrs. Kielland currently holds a number of non-executive roles, including a role on the Board of AkerBP. Mr. Ludvigsen will relinquish his position on the executive team, however, he will remain with the company in an advisory role with specific focus on the company’s effective ESG strategy.お知らせ • Jan 30+ 5 more updatesPetroNor E&P Limited to Report First Half, 2021 Results on Aug 31, 2021PetroNor E&P Limited announced that they will report first half, 2021 results on Aug 31, 2021分析記事 • Jan 25The PetroNor E&P (OB:PNOR) Share Price Has Gained 21% And Shareholders Are Hoping For MoreWhile PetroNor E&P Limited ( OB:PNOR ) shareholders are probably generally happy, the stock hasn't had particularly...分析記事 • Dec 30Is PetroNor E&P Limited (OB:PNOR) A High Quality Stock To Own?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...Is New 90 Day High Low • Dec 20New 90-day low: kr1.25The company is down 18% from its price of kr1.52 on 21 September 2020. The Norwegian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 10.0% over the same period.分析記事 • Dec 04We're Not Counting On PetroNor E&P (OB:PNOR) To Sustain Its Statutory ProfitabilityStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...お知らせ • Nov 21PetroNor E&P Limited (OB:PNOR) agreed to acquire 78.57% stake in Sinapa (Block 2) and Esperanca (Blocks 4A and 5A) licences in Guinea Bissau from Svenska Petroleum Exploration AB.PetroNor E&P Limited (OB:PNOR) agreed to acquire 78.57% stake in Sinapa (Block 2) and Esperanca (Blocks 4A and 5A) licences in Guinea Bissau from Svenska Petroleum Exploration AB on November 20, 2020. The transaction will be structured as as the purchase of the holder of these licenses, SPE Guinea Bissau AB. Completion of transaction is subject to Government approval.Is New 90 Day High Low • Oct 16New 90-day high: kr1.57The company is up 70% from its price of kr0.92 on 17 July 2020. The Norwegian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is down 8.0% over the same period.お知らせ • Sep 23PetroNor Announces Settlement Agreement with the GambiaPetroNor announced that the Company has reached a mutual agreement with the Government of The Gambia to settle its Arbitration related to the A1 and A4 licenses. Under the terms of the settlement agreement, PetroNor will regain the A4 license and sign a 30-year lease under new terms. Further, PetroNor will relinquish any claims related to A1 license that has subsequently been awarded to a major oil company. The terms of the new license are based on the newly developed Petroleum, Exploration and Production Licence Agreement PEPLA model. PetroNor will be able to carry the Prior Sunk cost associated with A4 into the new agreement for tax breaks and enhanced commercial model. This settlement results in PetroNor regaining 100% interest in a highly prospective Block in one of the most exciting hydrocarbon basins in the world. The terms of the new license are significantly more attractive and will enhance not only the value of the license but also its attractiveness to potential partners. The re-award of this license instantly enhances the value of business by some margin and provides PetroNor with optionality with regards to value realisation.株主還元PNORNO Oil and GasNO 市場7D-12.0%-6.1%-2.3%1Y0.9%17.6%10.8%株主還元を見る業界別リターン: PNOR過去 1 年間で17.6 % の収益を上げたNorwegian Oil and Gas業界を下回りました。リターン対市場: PNORは、過去 1 年間で10.8 % のリターンを上げたNorwegian市場を下回りました。価格変動Is PNOR's price volatile compared to industry and market?PNOR volatilityPNOR Average Weekly Movement10.9%Oil and Gas Industry Average Movement7.1%Market Average Movement5.4%10% most volatile stocks in NO Market11.0%10% least volatile stocks in NO Market3.1%安定した株価: PNORの株価は、 Norwegian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: PNORの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてNorwegianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト201710George Pacepetronorep.comPetroNor E&P ASAは、西アフリカ沖合で独立系の石油・ガス探査・生産会社として操業している。同社は、ガンビアA4ライセンスの90％権益、ナイジェリアOML113ライセンスにおけるアジェ鉱区の20.2％権益、コンゴ・ブラザビルのPNGF Sudオフショアライセンスの16.83％間接参加権益、PNGF Bisオフショアライセンスの22.7％間接参加権益を含む探鉱・生産資産を保有している。PetroNor E&P ASAの本社はノルウェーのオスロにある。もっと見るPetroNor E&P ASA 基礎のまとめPetroNor E&P の収益と売上を時価総額と比較するとどうか。PNOR 基礎統計学時価総額NOK 1.59b収益（TTM）NOK 31.17m売上高(TTM)NOK 764.96m51.0xPER（株価収益率2.1xP/SレシオPNOR は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計PNOR 損益計算書（TTM）収益US$80.71m売上原価US$31.22m売上総利益US$49.49mその他の費用US$46.20m収益US$3.29m直近の収益報告Mar 31, 2026次回決算日Aug 28, 2026一株当たり利益（EPS）0.023グロス・マージン61.32%純利益率4.08%有利子負債／自己資本比率0%PNOR の長期的なパフォーマンスは？過去の実績と比較を見る配当金28.9%現在の配当利回りn/a配当性向PNOR 配当は確実ですか？PNOR 配当履歴とベンチマークを見るPNOR 、いつまでに購入すれば配当金を受け取れますか？PetroNor E&P 配当日配当落ち日May 29 2026配当支払日Jun 24 2026配当落ちまでの日数19 days配当支払日までの日数7 daysPNOR 配当は確実ですか？PNOR 配当履歴とベンチマークを見るView Valuation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2026/06/16 09:40終値2026/06/16 00:00収益2026/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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PetroNor E&P ASA 0 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。1 アナリスト機関Tom KristiansenPareto Securities
New Risk • May 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (29% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).
Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to kr12.34, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 18x in the Oil and Gas industry in Norway. Total returns to shareholders of 178% over the past three years.
Declared Dividend • May 08Dividend of kr3.25 announcedShareholders will receive a dividend of kr3.25. Ex-date: 29th May 2026 Payment date: 24th June 2026 Dividend yield will be 19%, which is higher than the industry average of 13%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr14.94, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 17x in the Oil and Gas industry in Norway. Total returns to shareholders of 179% over the past three years.
Reported Earnings • Feb 22Full year 2025 earnings released: EPS: US$0.051 (vs US$0.25 in FY 2024)Full year 2025 results: EPS: US$0.051 (down from US$0.25 in FY 2024). Revenue: US$83.1m (down 59% from FY 2024). Net income: US$7.31m (down 79% from FY 2024). Profit margin: 8.8% (down from 17% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr10.14, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 11x in the Oil and Gas industry in Norway. Total returns to shareholders of 81% over the past three years.
New Risk • May 29New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (29% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Profit margins are more than 30% lower than last year (4.1% net profit margin).
Valuation Update With 7 Day Price Move • May 29Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to kr12.34, the stock trades at a trailing P/E ratio of 23.7x. Average trailing P/E is 18x in the Oil and Gas industry in Norway. Total returns to shareholders of 178% over the past three years.
Declared Dividend • May 08Dividend of kr3.25 announcedShareholders will receive a dividend of kr3.25. Ex-date: 29th May 2026 Payment date: 24th June 2026 Dividend yield will be 19%, which is higher than the industry average of 13%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr14.94, the stock trades at a trailing P/E ratio of 31.3x. Average trailing P/E is 17x in the Oil and Gas industry in Norway. Total returns to shareholders of 179% over the past three years.
Reported Earnings • Feb 22Full year 2025 earnings released: EPS: US$0.051 (vs US$0.25 in FY 2024)Full year 2025 results: EPS: US$0.051 (down from US$0.25 in FY 2024). Revenue: US$83.1m (down 59% from FY 2024). Net income: US$7.31m (down 79% from FY 2024). Profit margin: 8.8% (down from 17% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr10.14, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 11x in the Oil and Gas industry in Norway. Total returns to shareholders of 81% over the past three years.
お知らせ • Jan 12PetroNor E&P ASA provides update on the Congo operations related to the PNGF Sud field complexPetroNor E&P ASA is providing the following update on the Congo operations related to the PNGF Sud field complex. Fourth quarter average net working interest production was 4,608 bopd, compared with 4,116 bopd in the previous quarter and 4,759 bopd in the fourth quarter of 2024. Production efficiency was at 91%, the same as in the third quarter. As of early December, jack-up rig Axima has completed the five infill wells in Tchibouela East, and all have been put on production. The wells exhibit excellent reservoir properties and collectively have contributed a gross December production incremental of above 6,500 bopd resulting in a gross 2025 exit production rate for the PNGF Sud complex exceeding 32,000 bopd (net 5,400 bopd). As announced, the Company lifted and sold 540,000 barrels of entitlement oil in November and is building inventory available for sale at a rate of 100,000 per month. An additional lifting is expected during first quarter of 2026.
お知らせ • Dec 24PetroNor E&P ASA, Annual General Meeting, May 28, 2026PetroNor E&P ASA, Annual General Meeting, May 28, 2026.
お知らせ • Dec 23+ 4 more updatesPetroNor E&P ASA to Report Q1, 2026 Results on May 22, 2026PetroNor E&P ASA announced that they will report Q1, 2026 results on May 22, 2026
Reported Earnings • Nov 21Third quarter 2025 earnings released: US$0.016 loss per share (vs US$0 in 3Q 2024)Third quarter 2025 results: US$0.016 loss per share (further deteriorated from US$0 in 3Q 2024). Revenue: US$11.1m (down 28% from 3Q 2024). Net loss: US$2.27m (down US$2.32m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 21Second quarter 2025 earnings released: EPS: US$0.038 (vs US$0.094 in 2Q 2024)Second quarter 2025 results: EPS: US$0.038 (down from US$0.094 in 2Q 2024). Revenue: US$13.6m (down 79% from 2Q 2024). Net income: US$5.34m (down 60% from 2Q 2024). Profit margin: 39% (up from 20% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • May 28There May Be Some Bright Spots In PetroNor E&P's (OB:PNOR) EarningsThe most recent earnings report from PetroNor E&P ASA ( OB:PNOR ) was disappointing for shareholders. Despite the soft...
Valuation Update With 7 Day Price Move • May 27Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to kr9.91, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 6x in the Oil and Gas industry in Norway. Total returns to shareholders of 36% over the past three years.
Upcoming Dividend • May 16Upcoming dividend of kr2.20 per shareEligible shareholders must have bought the stock before 23 May 2025. Payment date: 30 May 2025. Trailing yield: 15%. Within top quartile of Norwegian dividend payers (9.1%). Higher than average of industry peers (8.7%).
分析記事 • May 15Here's Why PetroNor E&P ASA's (OB:PNOR) CEO May Deserve A RaiseKey Insights PetroNor E&P's Annual General Meeting to take place on 21st of May Total pay for CEO George Pace includes...
Reported Earnings • May 05Full year 2024 earnings released: EPS: US$0.25 (vs US$0.35 in FY 2023)Full year 2024 results: EPS: US$0.25 (down from US$0.35 in FY 2023). Revenue: US$204.5m (up 9.2% from FY 2023). Net income: US$35.2m (down 30% from FY 2023). Profit margin: 17% (down from 27% in FY 2023). The decrease in margin was driven by higher expenses. Oil reserves Proven reserves: 11.31 MMbbls Gas reserves Proven reserves: 3.88 Bcf Combined production Oil equivalent production: 1.202 MMboe (1.396 MMboe in FY 2023) Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 29Many Still Looking Away From PetroNor E&P ASA (OB:PNOR)PetroNor E&P ASA's ( OB:PNOR ) price-to-earnings (or "P/E") ratio of 4.7x might make it look like a strong buy right...
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 20%After last week's 20% share price gain to kr12.54, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 4x in the Oil and Gas industry in Norway. Total returns to shareholders of 83% over the past three years.
Board Change • Mar 21Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Jarle Norman-Hansen was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 20PetroNor E&P ASA Announces Board and Committee ChangesPetroNor E&P ASA announced at the EGM held on March 20, 2025, approved Andri Georghiou is elected as a new member of the Board to replace Azza Samir Fawzi. Ingvil Smines Tybring-Gjedde resigns from the Nomination Committee. Jarle Norman-Hansen is elected as new Nomination Committee member to replace the resigning member.
Reported Earnings • Feb 20Full year 2024 earnings released: EPS: US$0.26 (vs US$0.35 in FY 2023)Full year 2024 results: EPS: US$0.26 (down from US$0.35 in FY 2023). Revenue: US$204.5m (up 9.2% from FY 2023). Net income: US$36.7m (down 26% from FY 2023). Profit margin: 18% (down from 27% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to kr11.40, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 6x in the Oil and Gas industry in Norway. Total returns to shareholders of 42% over the past three years.
分析記事 • Dec 31PetroNor E&P ASA (OB:PNOR) Stock Rockets 27% But Many Are Still Ignoring The CompanyDespite an already strong run, PetroNor E&P ASA ( OB:PNOR ) shares have been powering on, with a gain of 27% in the...
お知らせ • Dec 26PetroNor E&P ASA Proposes Distribution, Payable on or About 31 January 2025PetroNor E&P ASA announced the board of directors' proposal for a distribution in the amount of NOK 2 per share to shareholders in the company as of 24 January 2025 (as registered in Euronext Securities Oslo (VPS) on 28 January 2025). Ex-date is 27 January 2025. Record date is 28 January 2025. Payment date is on or about 31 January 2025. Date of approval is 23 January 2025.
お知らせ • Dec 24+ 5 more updatesPetroNor E&P ASA, Annual General Meeting, May 29, 2025PetroNor E&P ASA, Annual General Meeting, May 29, 2025.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr12.18, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 4x in the Oil and Gas industry in Norway. Total returns to shareholders of 51% over the past three years.
Reported Earnings • Nov 21Third quarter 2024 earnings released: EPS: US$0 (vs US$0.015 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0 (improved from US$0.015 loss in 3Q 2023). Revenue: US$15.4m (down 17% from 3Q 2023). Net income: US$46.0k (up US$2.20m from 3Q 2023). Profit margin: 0.3% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • Nov 03Market Cool On PetroNor E&P ASA's (OB:PNOR) EarningsPetroNor E&P ASA's ( OB:PNOR ) price-to-earnings (or "P/E") ratio of 2.6x might make it look like a strong buy right...
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr10.10, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 4x in the Oil and Gas industry in Norway. Total loss to shareholders of 12% over the past three years.
お知らせ • Oct 16PetroNor E&P ASA Announces Resignation of Board Members Effective from 1 November 2024PetroNor E&P ASA has received notice from board members Ingvil Smines Tybring-Gjedde and Gro Kielland that they will resign as board members of the Company effective from 1 November 2024. The board would like to thank Tybring-Gjedde and Kielland for their considerable contribution to the Company during their directorship. Following the resignations, the board of directors will consist of chair Joseph Kamal Iskander Mina, and board members Jarle Norman-Hansen and Azza Samir Fawzi. The Company has commenced a search for new directors and will provide further details as and when this process is completed.
Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: US$0.094 (vs US$0.11 in 2Q 2023)Second quarter 2024 results: EPS: US$0.094 (down from US$0.11 in 2Q 2023). Revenue: US$66.1m (up 22% from 2Q 2023). Net income: US$13.4m (down 15% from 2Q 2023). Profit margin: 20% (down from 29% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Jun 21PetroNor E&P ASA to Report Fiscal Year 2024 Results on Apr 29, 2025PetroNor E&P ASA announced that they will report fiscal year 2024 results on Apr 29, 2025
分析記事 • May 23PetroNor E&P ASA's (OB:PNOR) CEO Will Probably Find It Hard To See A Huge Raise This YearKey Insights PetroNor E&P will host its Annual General Meeting on 29th of May CEO George Pace's total compensation...
お知らせ • May 11Petronor E&P ASA Announces Board ChangesPetroNor E&P ASA announced that Eyas A Alhomouz, will not take re-election to the Board. The Nomination Committee has proposed that the current Board of the Company is reduced from six to four members and that current board member Joseph Kamal Iskander Mina replaces Mr. Alhomouz as Chair of the Board, and further that Ingvil Smines Tybring-Gjedde, Jarle Norman-Hansen and Azza Samir Fawzi are re-elected as board members.
分析記事 • May 07Even With A 25% Surge, Cautious Investors Are Not Rewarding PetroNor E&P ASA's (OB:PNOR) Performance CompletelyPetroNor E&P ASA ( OB:PNOR ) shares have continued their recent momentum with a 25% gain in the last month alone. The...
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr10.78, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 8x in the Oil and Gas industry in Norway. Total loss to shareholders of 20% over the past three years.
分析記事 • May 03Investors Shouldn't Be Too Comfortable With PetroNor E&P's (OB:PNOR) EarningsPetroNor E&P ASA's ( OB:PNOR ) stock was strong after they recently reported robust earnings. However, we think that...
分析記事 • May 01PetroNor E&P (OB:PNOR) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: US$0.35 (vs US$0.18 in FY 2022)Full year 2023 results: EPS: US$0.35 (up from US$0.18 in FY 2022). Revenue: US$187.3m (up 28% from FY 2022). Net income: US$49.9m (up 102% from FY 2022). Profit margin: 27% (up from 17% in FY 2022). The increase in margin was driven by higher revenue. Oil reserves Proven reserves: 11.4 MMbbls Gas reserves Proven reserves: 4 Bcf Combined production Oil equivalent production: 1.396 MMboe (0.9 MMboe in FY 2022) Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$0.46 (vs US$0.20 in FY 2022)Full year 2023 results: EPS: US$0.46 (up from US$0.20 in FY 2022). Revenue: US$187.3m (up 28% from FY 2022). Net income: US$51.0m (up 90% from FY 2022). Profit margin: 27% (up from 18% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Dec 20+ 3 more updatesPetroNor E&P ASA to Report Q3, 2024 Results on Nov 20, 2024PetroNor E&P ASA announced that they will report Q3, 2024 results on Nov 20, 2024
お知らせ • Oct 10PetroNor E&P ASA Provides Update on Congo Operations Related to PNGF Sud Field ComplexPetroNor E&P ASA provided the following update on the Congo operations related to the PNGF Sud field complex. All five Tchibeli infill wells have now been drilled, completed and stimulated, two have been put on production with initial rates at or above expectation and one on water injection. The two last wells will be put on production within the next few days. Fourth quarter production is therefore forecasted to see an additional increase in production.
お知らせ • Sep 20PetroNor E&P ASA to Report Q3, 2023 Results on Nov 28, 2023PetroNor E&P ASA announced that they will report Q3, 2023 results on Nov 28, 2023
お知らせ • Jun 13PetroNor E&P ASA Provides Update on the Congo Operations Related to the Ppf Sud Field ComplexPetroNor provided the following update on the Congo operations related to the PNGF Sud field complex. The infill drilling programme, which was paused at the end of 2022 as planned following the successful drilling of six wells on the Litanzi and Tchibeli NE fields, has restarted on the Tchibeli field. The first infill well on Tchibeli spudded on 21 May 2023 with the drilling rig Axima. As of 9 June 2023, the well has been drilled, logged and cased at the targeted total depth of 2,694 mMD/2,172 mTVDSS and is about to undergo completion. Base case plans are to drill four wells in the field with first oil estimated in August from the initial two wells. The drilling programme is planned to extend through October. Looking at the year-to-date period, preliminary allocations indicate that production on PNGF Sud has remained as forecast consistently above 30,000 bopd gross and 5,000 bopd net. Production is supported by the previously mentioned strong contribution from the six infill wells on Litanzi and TchIBeli NE. This includes steady production from the Vandji exploration discovery in Tchibeli NE whose production performance is important input to the consideration for further pre-salt exploration and appraisal targets in the license area. The next sale of PetroNor's entitlemen t oil is scheduled in late June with an estimated lifting of 270,000 bbls bringing total sales for the year to 833,000 bbls. The previous sales realised an average price of $78.3/bbl. An announcement will be made following the lifting in June.
お知らせ • Jan 27PetroNor E&P ASA Elects Jarle Norman-Hansen and Azza Fawzi as Board MembersPetroNor E&P ASA at the Extraordinary General Meeting held on 26 January 2023, approved election of Jarle Norman-Hansen and Azza Fawzi as board member.
お知らせ • Jan 11+ 4 more updatesPetroNor E&P ASA to Report Second Half, 2023 Results on Feb 21, 2024PetroNor E&P ASA announced that they will report second half, 2023 results on Feb 21, 2024
お知らせ • Sep 09PetroNor E&P Limited has completed a Follow-on Equity Offering in the amount of NOK 66 million.PetroNor E&P Limited has completed a Follow-on Equity Offering in the amount of NOK 66 million. Security Name: Shares Security Type: Common Stock Securities Offered: 60,000,000 Price\Range: NOK 1.1 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
Reported Earnings • Sep 01Second quarter 2021 earnings released: EPS US$0.001 (vs US$0.001 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$25.2m (up 139% from 2Q 2020). Net income: US$1.40m (up US$1.99m from 2Q 2020). Profit margin: 5.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 22% share price gain to US$1.58, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 11x in the Oil and Gas industry in Norway. Total returns to shareholders of 157% over the past year.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$1.45, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 16x in the Oil and Gas industry in Norway. Total returns to shareholders of 140% over the past year.
Is New 90 Day High Low • Mar 12New 90-day low: kr1.15The company is down 13% from its price of kr1.32 on 11 December 2020. The Norwegian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 17% over the same period.
Analyst Estimate Surprise Post Earnings • Feb 28Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 142%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is expected to shrink by 35% compared to a 28% growth forecast for the Oil and Gas industry in Norway.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$0.002 (vs US$0.012 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: US$67.5m (down 34% from FY 2019). Net income: US$2.31m (up US$15.7m from FY 2019). Profit margin: 3.4% (up from net loss in FY 2019). The move to profitability was driven by lower expenses.
分析記事 • Feb 22Is PetroNor E&P (OB:PNOR) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Feb 09New 90-day low: kr1.16The company is down 15% from its price of kr1.37 on 11 November 2020. The Norwegian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 19% over the same period.
お知らせ • Feb 02PetroNor E&P Limited Announces Board ChangesPetroNor E&P Limited announced the appointment of Mrs. Gro Kielland as an independent director to replace Mr. Gerhard Ludvigsen. Mrs. Kielland currently holds a number of non-executive roles, including a role on the Board of AkerBP. Mr. Ludvigsen will relinquish his position on the executive team, however, he will remain with the company in an advisory role with specific focus on the company’s effective ESG strategy.
お知らせ • Jan 30+ 5 more updatesPetroNor E&P Limited to Report First Half, 2021 Results on Aug 31, 2021PetroNor E&P Limited announced that they will report first half, 2021 results on Aug 31, 2021
分析記事 • Jan 25The PetroNor E&P (OB:PNOR) Share Price Has Gained 21% And Shareholders Are Hoping For MoreWhile PetroNor E&P Limited ( OB:PNOR ) shareholders are probably generally happy, the stock hasn't had particularly...
分析記事 • Dec 30Is PetroNor E&P Limited (OB:PNOR) A High Quality Stock To Own?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
Is New 90 Day High Low • Dec 20New 90-day low: kr1.25The company is down 18% from its price of kr1.52 on 21 September 2020. The Norwegian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 10.0% over the same period.
分析記事 • Dec 04We're Not Counting On PetroNor E&P (OB:PNOR) To Sustain Its Statutory ProfitabilityStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
お知らせ • Nov 21PetroNor E&P Limited (OB:PNOR) agreed to acquire 78.57% stake in Sinapa (Block 2) and Esperanca (Blocks 4A and 5A) licences in Guinea Bissau from Svenska Petroleum Exploration AB.PetroNor E&P Limited (OB:PNOR) agreed to acquire 78.57% stake in Sinapa (Block 2) and Esperanca (Blocks 4A and 5A) licences in Guinea Bissau from Svenska Petroleum Exploration AB on November 20, 2020. The transaction will be structured as as the purchase of the holder of these licenses, SPE Guinea Bissau AB. Completion of transaction is subject to Government approval.
Is New 90 Day High Low • Oct 16New 90-day high: kr1.57The company is up 70% from its price of kr0.92 on 17 July 2020. The Norwegian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is down 8.0% over the same period.
お知らせ • Sep 23PetroNor Announces Settlement Agreement with the GambiaPetroNor announced that the Company has reached a mutual agreement with the Government of The Gambia to settle its Arbitration related to the A1 and A4 licenses. Under the terms of the settlement agreement, PetroNor will regain the A4 license and sign a 30-year lease under new terms. Further, PetroNor will relinquish any claims related to A1 license that has subsequently been awarded to a major oil company. The terms of the new license are based on the newly developed Petroleum, Exploration and Production Licence Agreement PEPLA model. PetroNor will be able to carry the Prior Sunk cost associated with A4 into the new agreement for tax breaks and enhanced commercial model. This settlement results in PetroNor regaining 100% interest in a highly prospective Block in one of the most exciting hydrocarbon basins in the world. The terms of the new license are significantly more attractive and will enhance not only the value of the license but also its attractiveness to potential partners. The re-award of this license instantly enhances the value of business by some margin and provides PetroNor with optionality with regards to value realisation.
