This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsIOG (IOG) 주식 개요IOG plc engages in the exploration and development of oil and gas properties in the North Sea, the United Kingdom. 자세히 보기IOG 펀더멘털 분석스노우플레이크 점수가치 평가5/6미래 성장0/6과거 실적0/6재무 건전성1/6배당0/6강점공정 가치 추정치보다 낮은 91.3% 에서 거래동종업계 및 업계 대비 좋은 가치로 거래위험 분석지난 5년간 매년 수익이 19.9% 감소했습니다.의미 있는 시가총액이 없습니다(£5M)지난 3개월 동안 주가 변동성이 UK 시장과 비교했을 때 매우 높았습니다.현재 수익성이 없으며 향후 3년 동안 수익을 낼 것으로 예상되지 않습니다.모든 위험 점검 보기IOG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUK£Current PriceUK£0.009589.2% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-28m75m2016201920222025202620282031Revenue UK£43.0mEarnings UK£6.3mAdvancedSet Fair ValueView all narrativesIOG plc 경쟁사Seascape Energy AsiaSymbol: AIM:SEAMarket cap: UK£61.2mSynergia EnergySymbol: AIM:SYNMarket cap: UK£1.4mAngus EnergySymbol: AIM:ANGSMarket cap: UK£10.6mBlock EnergySymbol: AIM:BLOEMarket cap: UK£13.3m가격 이력 및 성과IOG 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가UK£0.009552주 최고가UK£0.2052주 최저가UK£0.0065베타0.401개월 변동0%3개월 변동-54.22%1년 변동-91.88%3년 변동-93.09%5년 변동-96.66%IPO 이후 변동-96.04%최근 뉴스 및 업데이트공시 • Mar 15IOG plc to Report Fiscal Year 2023 Results on Mar 16, 2024IOG plc announced that they will report fiscal year 2023 results on Mar 16, 2024공시 • Sep 05IOG plc to Report First Half, 2023 Results on Sep 26, 2023IOG plc announced that they will report first half, 2023 results on Sep 26, 2023Buying Opportunity • Jun 28Now 22% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be UK£0.062, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 145% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Jun 07Now 30% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£0.056, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 145% over the last 3 years. Meanwhile, the company became loss making.공시 • May 17IOG plc Provides Update on Drilling and Production Operations at the Blythe FieldIOG plc provided a further update on drilling and production operations at the Blythe field. The Blythe H2 well control event encountered from the Hauptdolomit has been successfully isolated without the requirement to sidetrack the well. The 7" liner was run and cemented to isolate the kick/loss zone. The 6" hole section commenced from the 7" liner shoe at 9,860ft measured depth ("MD") as per revised plan. The 6" hole section continued to the Rotliegendes reservoir section which was encountered on Sunday 14th May at a depth of 11,660 ft MD which was within expectations. Drilling continues to an expected total depth of c.13,000 ft MD. First gas from the Blythe H2 well is still expected to commence by the end of second quarter. Production from the Blythe H 2 well will be initially ramped up to safely and efficiently manage the production of the resident pipeline fluids into Bacton, then expected to build up to 30-40 mmscf/d rate post ramp up. The Blythe H1 well is initially planned to be shut in once the H2 well is fully onstream to reduce water production into the pipeline however the H1 well will remain available for production.분석 기사 • May 11What You Need To Know About The IOG plc (LON:IOG) Analyst Downgrade TodayThe latest analyst coverage could presage a bad day for IOG plc ( LON:IOG ), with the analysts making across-the-board...더 많은 업데이트 보기Recent updates공시 • Mar 15IOG plc to Report Fiscal Year 2023 Results on Mar 16, 2024IOG plc announced that they will report fiscal year 2023 results on Mar 16, 2024공시 • Sep 05IOG plc to Report First Half, 2023 Results on Sep 26, 2023IOG plc announced that they will report first half, 2023 results on Sep 26, 2023Buying Opportunity • Jun 28Now 22% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be UK£0.062, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 145% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Jun 07Now 30% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£0.056, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 145% over the last 3 years. Meanwhile, the company became loss making.공시 • May 17IOG plc Provides Update on Drilling and Production Operations at the Blythe FieldIOG plc provided a further update on drilling and production operations at the Blythe field. The Blythe H2 well control event encountered from the Hauptdolomit has been successfully isolated without the requirement to sidetrack the well. The 7" liner was run and cemented to isolate the kick/loss zone. The 6" hole section commenced from the 7" liner shoe at 9,860ft measured depth ("MD") as per revised plan. The 6" hole section continued to the Rotliegendes reservoir section which was encountered on Sunday 14th May at a depth of 11,660 ft MD which was within expectations. Drilling continues to an expected total depth of c.13,000 ft MD. First gas from the Blythe H2 well is still expected to commence by the end of second quarter. Production from the Blythe H 2 well will be initially ramped up to safely and efficiently manage the production of the resident pipeline fluids into Bacton, then expected to build up to 30-40 mmscf/d rate post ramp up. The Blythe H1 well is initially planned to be shut in once the H2 well is fully onstream to reduce water production into the pipeline however the H1 well will remain available for production.분석 기사 • May 11What You Need To Know About The IOG plc (LON:IOG) Analyst Downgrade TodayThe latest analyst coverage could presage a bad day for IOG plc ( LON:IOG ), with the analysts making across-the-board...공시 • May 04Iog plc Announces Management ChangesIOG plc at its Annual General Meeting held on 2 May 2023 approved Fiona MacAulay has resigned as a director of the Company following the AGM and Esa Ikaheimonen has been appointed as Chair of the Company.공시 • Feb 14IOG plc Provides Updated Guidance on Drilling Plans for 2023IOG plc provided updated guidance on drilling plans for 2023: Blythe: · The IOG-CalEnergy Resources (CER) 50:50 joint venture has sanctioned the Blythe H2 well and prioritised it ahead of Southwark A1 in the drilling programme. · H2 will target Blythe's central high and is a lower risk well, not requiring hydraulic stimulation as Blythe is a more permeable reservoir. · In a success case, H2 would deliver several key benefits: Higher gas production rates, expected to be initially in the 30-40 mmscf/d range from H2 after a period of displacing liquids in the Saturn Banks Pipeline, driving higher cash flow; Lower aqueous liquid arrivals into Bacton, reducing associated costs; Increase in ultimate recovery of Blythe gas reserves. In the base case, subject to the usual regulatory approvals, H2 is expected to spud in March and take approximately three months to drill, complete and hook up; · H2 has a budgeted net cost to IOG of £13 million, including associated platform modifications, before any potential tax shelter or investment allowances, giving a potential payback of under 3 months; · Meanwhile, Blythe continues to produce from the H1 well with over 90% uptime year to date; · Gross gas rates are in the 15-20 mmscf/d range, fluctuating due to onshore liquids letdown cycles, alongside associated condensate and water production; · 10,000 therms per day was fixed for February 2023 at 141 p/therm. Forward Plan: The Southwark A2 well has now been suspended and a full review of operations and results has Commenced; Southwark A1, which was suspended in October 2022 following fluid losses in the top hole section, is being re-entered to safely suspend the well ahead of the rig moving to Blythe; On receipt of the usual regulatory approvals, which are being expedited, the rig will move to the Blythe platform to drill H2; The new management team is rigorously evaluating the Company's subsequent investment options, including drilling plans, to optimise the allocation of capital expenditure. This includes: Re-assessment of Southwark A1 plans and costs in light of A2 results. Under current plans A1 would take an estimated five months to drill, complete and hook up, at a budgeted net cost to IOG of £16 million. Detailed examination of operating costs, both offshore and onshore, to drive efficiencies and savings; Analysis of further remediation options for A2; Optimisation of plans for the Kelham North/Central and Goddard appraisal wells, which would each cost an estimated £8 million net to IOG under the existing rig contract.Buying Opportunity • Jan 18Now 51% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be UK£0.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 162% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 616% in 2 years. Earnings is forecast to grow by 1,697% in the next 2 years.공시 • Jan 18IOG plc Provides an Update on the Southwark Field DevelopmentIOG plc provided an update on the Southwark field development: The Southwark A2 well has progressed through the hydraulic stimulation phase and currently remains in the clean-up phase, which has taken longer than planned. Following stimulation of six reservoir zones, gas rates observed from A2 to date have been lower than expected, with a maximum stabilised rate of 4.2 mmscf/d via coiled tubing, at a flowing wellhead pressure of 456 psi. Associated water rates of up to 1,632 bbl/d strongly indicate a connection to the active aquifer from at least one of the stimulated zones. A production logging tool (PLT) is being run to acquire downhole data that will help to understand the contribution of each zone and inform next steps. Subject to the PLT data, the potential solution would be to isolate water producing zones to enable gas flow from other zones. Relevant equipment has already been mobilised to the rig and would be expected to be utilised over the next week. If isolation is successful, updated well test results would be expected within the coming weeks which wouldprovide a clearer assessment of the scope for the A2 well to produce gas at commercial rates.분석 기사 • Nov 17What Does The Future Hold For IOG plc (LON:IOG)? These Analysts Have Been Cutting Their EstimatesToday is shaping up negative for IOG plc ( LON:IOG ) shareholders, with the analysts delivering a substantial negative...Price Target Changed • Nov 16Price target decreased to UK£0.50Down from UK£0.59, the current price target is an average from 2 analysts. New target price is 318% above last closing price of UK£0.12. Stock is down 60% over the past year. The company is forecast to post earnings per share of UK£0.13 next year compared to a net loss per share of UK£0.0083 last year.분석 기사 • Oct 23Is IOG (LON:IOG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Sep 02IOG (LON:IOG) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by IOG plc ( LON:IOG ) were solid, but the stock didn't move as much as we expected. We...분석 기사 • Aug 24Is There An Opportunity With IOG plc's (LON:IOG) 47% Undervaluation?Does the August share price for IOG plc ( LON:IOG ) reflect what it's really worth? Today, we will estimate the stock's...Price Target Changed • Aug 11Price target increased to UK£0.61Up from UK£0.55, the current price target is an average from 4 analysts. New target price is 69% above last closing price of UK£0.36. Stock is up 67% over the past year. The company is forecast to post earnings per share of UK£0.096 next year compared to a net loss per share of UK£0.0083 last year.Price Target Changed • Jun 01Price target decreased to UK£0.58Down from UK£0.65, the current price target is an average from 4 analysts. New target price is 142% above last closing price of UK£0.24. Stock is up 7.9% over the past year. The company is forecast to post earnings per share of UK£0.30 next year compared to a net loss per share of UK£0.0083 last year.분석 기사 • May 11Are Investors Undervaluing IOG plc (LON:IOG) By 24%?Today we will run through one way of estimating the intrinsic value of IOG plc ( LON:IOG ) by projecting its future...Price Target Changed • Mar 08Price target increased to UK£0.54Up from UK£0.49, the current price target is an average from 4 analysts. New target price is 33% above last closing price of UK£0.41. Stock is up 147% over the past year. The company is forecast to post a net loss per share of UK£0.01 next year compared to a net loss per share of UK£0.04 last year.Price Target Changed • Dec 08Price target increased to UK£0.49Up from UK£0.46, the current price target is an average from 4 analysts. New target price is 77% above last closing price of UK£0.28. Stock is up 117% over the past year. The company is forecast to post a net loss per share of UK£0.0063 next year compared to a net loss per share of UK£0.04 last year.Price Target Changed • Sep 28Price target increased to UK£0.46Up from UK£0.39, the current price target is an average from 4 analysts. New target price is 44% above last closing price of UK£0.32. Stock is up 152% over the past year.Price Target Changed • Sep 21Price target increased to UK£0.40Up from UK£0.36, the current price target is an average from 4 analysts. New target price is 48% above last closing price of UK£0.27. Stock is up 102% over the past year.분석 기사 • Sep 11IOG (LON:IOG) Is Carrying A Fair Bit Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Major Estimate Revision • Jul 06Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from UK£15.9m to UK£18.3m. EPS estimate reaffirmed at -UK£0.0025 per share. Oil and Gas industry in the United Kingdom expected to see average net income growth of 97% next year. Consensus price target up from UK£0.34 to UK£0.36. Share price was steady at UK£0.22 over the past week.Price Target Changed • Jul 06Price target increased to UK£0.36Up from UK£0.34, the current price target is an average from 4 analysts. New target price is 69% above last closing price of UK£0.22. Stock is up 81% over the past year.Price Target Changed • Jun 08Price target increased to UK£0.34Up from UK£0.32, the current price target is an average from 4 analysts. New target price is 53% above last closing price of UK£0.22. Stock is up 80% over the past year.Major Estimate Revision • Apr 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -UK£0.002 to -UK£0.0025 per share. Revenue forecast of UK£15.6m unchanged since last update. Oil and Gas industry in the United Kingdom expected to see average net income growth of 546% next year. Consensus price target up from UK£0.32 to UK£0.33. Share price rose 2.5% to UK£0.22 over the past week.Price Target Changed • Mar 15Price target increased to UK£0.33Up from UK£0.29, the current price target is an average from 3 analysts. New target price is 85% above last closing price of UK£0.18. Stock is up 48% over the past year.분석 기사 • Mar 08What Kind Of Shareholders Hold The Majority In Independent Oil and Gas plc's (LON:IOG) Shares?If you want to know who really controls Independent Oil and Gas plc ( LON:IOG ), then you'll have to look at the makeup...주주 수익률IOGGB Oil and GasGB 시장7D0%-1.4%-1.9%1Y-91.9%30.4%14.9%전체 주주 수익률 보기수익률 대 산업: IOG은 지난 1년 동안 30.4%의 수익을 기록한 UK Oil and Gas 산업보다 저조한 성과를 냈습니다.수익률 대 시장: IOG은 지난 1년 동안 14.9%를 기록한 UK 시장보다 저조한 성과를 냈습니다.주가 변동성Is IOG's price volatile compared to industry and market?IOG volatilityIOG Average Weekly Movement21.5%Oil and Gas Industry Average Movement7.8%Market Average Movement5.6%10% most volatile stocks in GB Market11.6%10% least volatile stocks in GB Market3.1%안정적인 주가: IOG의 주가는 지난 3개월 동안 UK 시장보다 변동성이 컸습니다.시간에 따른 변동성: IOG의 주간 변동성(22%)은 지난 1년 동안 안정적이었지만 UK 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트201051Rupert Newallwww.iog.co.uk더 보기IOG plc 기초 지표 요약IOG의 순이익과 매출은 시가총액과 어떻게 비교됩니까?IOG 기초 통계시가총액UK£4.99m순이익 (TTM)-UK£28.45m매출 (TTM)UK£75.41m0.1x주가매출비율(P/S)-0.2x주가수익비율(P/E)IOG는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표IOG 손익계산서 (TTM)매출UK£75.41m매출원가UK£23.82m총이익UK£51.58m기타 비용UK£80.03m순이익-UK£28.45m최근 보고된 실적Dec 31, 2022다음 실적 발표일해당 없음주당순이익(EPS)-0.054총이익률68.41%순이익률-37.73%부채/자본 비율3,760.6%IOG의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2023/11/14 21:45종가2023/09/28 00:00수익2022/12/31연간 수익2022/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스IOG plc는 5명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Raymond GreavesCavendishBrian GallagherInvestec Bank plc (UK)Werner RidingPeel Hunt LLP2명의 분석가 더 보기
공시 • Mar 15IOG plc to Report Fiscal Year 2023 Results on Mar 16, 2024IOG plc announced that they will report fiscal year 2023 results on Mar 16, 2024
공시 • Sep 05IOG plc to Report First Half, 2023 Results on Sep 26, 2023IOG plc announced that they will report first half, 2023 results on Sep 26, 2023
Buying Opportunity • Jun 28Now 22% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be UK£0.062, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 145% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Jun 07Now 30% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£0.056, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 145% over the last 3 years. Meanwhile, the company became loss making.
공시 • May 17IOG plc Provides Update on Drilling and Production Operations at the Blythe FieldIOG plc provided a further update on drilling and production operations at the Blythe field. The Blythe H2 well control event encountered from the Hauptdolomit has been successfully isolated without the requirement to sidetrack the well. The 7" liner was run and cemented to isolate the kick/loss zone. The 6" hole section commenced from the 7" liner shoe at 9,860ft measured depth ("MD") as per revised plan. The 6" hole section continued to the Rotliegendes reservoir section which was encountered on Sunday 14th May at a depth of 11,660 ft MD which was within expectations. Drilling continues to an expected total depth of c.13,000 ft MD. First gas from the Blythe H2 well is still expected to commence by the end of second quarter. Production from the Blythe H 2 well will be initially ramped up to safely and efficiently manage the production of the resident pipeline fluids into Bacton, then expected to build up to 30-40 mmscf/d rate post ramp up. The Blythe H1 well is initially planned to be shut in once the H2 well is fully onstream to reduce water production into the pipeline however the H1 well will remain available for production.
분석 기사 • May 11What You Need To Know About The IOG plc (LON:IOG) Analyst Downgrade TodayThe latest analyst coverage could presage a bad day for IOG plc ( LON:IOG ), with the analysts making across-the-board...
공시 • Mar 15IOG plc to Report Fiscal Year 2023 Results on Mar 16, 2024IOG plc announced that they will report fiscal year 2023 results on Mar 16, 2024
공시 • Sep 05IOG plc to Report First Half, 2023 Results on Sep 26, 2023IOG plc announced that they will report first half, 2023 results on Sep 26, 2023
Buying Opportunity • Jun 28Now 22% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be UK£0.062, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 145% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Jun 07Now 30% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be UK£0.056, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 145% over the last 3 years. Meanwhile, the company became loss making.
공시 • May 17IOG plc Provides Update on Drilling and Production Operations at the Blythe FieldIOG plc provided a further update on drilling and production operations at the Blythe field. The Blythe H2 well control event encountered from the Hauptdolomit has been successfully isolated without the requirement to sidetrack the well. The 7" liner was run and cemented to isolate the kick/loss zone. The 6" hole section commenced from the 7" liner shoe at 9,860ft measured depth ("MD") as per revised plan. The 6" hole section continued to the Rotliegendes reservoir section which was encountered on Sunday 14th May at a depth of 11,660 ft MD which was within expectations. Drilling continues to an expected total depth of c.13,000 ft MD. First gas from the Blythe H2 well is still expected to commence by the end of second quarter. Production from the Blythe H 2 well will be initially ramped up to safely and efficiently manage the production of the resident pipeline fluids into Bacton, then expected to build up to 30-40 mmscf/d rate post ramp up. The Blythe H1 well is initially planned to be shut in once the H2 well is fully onstream to reduce water production into the pipeline however the H1 well will remain available for production.
분석 기사 • May 11What You Need To Know About The IOG plc (LON:IOG) Analyst Downgrade TodayThe latest analyst coverage could presage a bad day for IOG plc ( LON:IOG ), with the analysts making across-the-board...
공시 • May 04Iog plc Announces Management ChangesIOG plc at its Annual General Meeting held on 2 May 2023 approved Fiona MacAulay has resigned as a director of the Company following the AGM and Esa Ikaheimonen has been appointed as Chair of the Company.
공시 • Feb 14IOG plc Provides Updated Guidance on Drilling Plans for 2023IOG plc provided updated guidance on drilling plans for 2023: Blythe: · The IOG-CalEnergy Resources (CER) 50:50 joint venture has sanctioned the Blythe H2 well and prioritised it ahead of Southwark A1 in the drilling programme. · H2 will target Blythe's central high and is a lower risk well, not requiring hydraulic stimulation as Blythe is a more permeable reservoir. · In a success case, H2 would deliver several key benefits: Higher gas production rates, expected to be initially in the 30-40 mmscf/d range from H2 after a period of displacing liquids in the Saturn Banks Pipeline, driving higher cash flow; Lower aqueous liquid arrivals into Bacton, reducing associated costs; Increase in ultimate recovery of Blythe gas reserves. In the base case, subject to the usual regulatory approvals, H2 is expected to spud in March and take approximately three months to drill, complete and hook up; · H2 has a budgeted net cost to IOG of £13 million, including associated platform modifications, before any potential tax shelter or investment allowances, giving a potential payback of under 3 months; · Meanwhile, Blythe continues to produce from the H1 well with over 90% uptime year to date; · Gross gas rates are in the 15-20 mmscf/d range, fluctuating due to onshore liquids letdown cycles, alongside associated condensate and water production; · 10,000 therms per day was fixed for February 2023 at 141 p/therm. Forward Plan: The Southwark A2 well has now been suspended and a full review of operations and results has Commenced; Southwark A1, which was suspended in October 2022 following fluid losses in the top hole section, is being re-entered to safely suspend the well ahead of the rig moving to Blythe; On receipt of the usual regulatory approvals, which are being expedited, the rig will move to the Blythe platform to drill H2; The new management team is rigorously evaluating the Company's subsequent investment options, including drilling plans, to optimise the allocation of capital expenditure. This includes: Re-assessment of Southwark A1 plans and costs in light of A2 results. Under current plans A1 would take an estimated five months to drill, complete and hook up, at a budgeted net cost to IOG of £16 million. Detailed examination of operating costs, both offshore and onshore, to drive efficiencies and savings; Analysis of further remediation options for A2; Optimisation of plans for the Kelham North/Central and Goddard appraisal wells, which would each cost an estimated £8 million net to IOG under the existing rig contract.
Buying Opportunity • Jan 18Now 51% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be UK£0.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 162% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 616% in 2 years. Earnings is forecast to grow by 1,697% in the next 2 years.
공시 • Jan 18IOG plc Provides an Update on the Southwark Field DevelopmentIOG plc provided an update on the Southwark field development: The Southwark A2 well has progressed through the hydraulic stimulation phase and currently remains in the clean-up phase, which has taken longer than planned. Following stimulation of six reservoir zones, gas rates observed from A2 to date have been lower than expected, with a maximum stabilised rate of 4.2 mmscf/d via coiled tubing, at a flowing wellhead pressure of 456 psi. Associated water rates of up to 1,632 bbl/d strongly indicate a connection to the active aquifer from at least one of the stimulated zones. A production logging tool (PLT) is being run to acquire downhole data that will help to understand the contribution of each zone and inform next steps. Subject to the PLT data, the potential solution would be to isolate water producing zones to enable gas flow from other zones. Relevant equipment has already been mobilised to the rig and would be expected to be utilised over the next week. If isolation is successful, updated well test results would be expected within the coming weeks which wouldprovide a clearer assessment of the scope for the A2 well to produce gas at commercial rates.
분석 기사 • Nov 17What Does The Future Hold For IOG plc (LON:IOG)? These Analysts Have Been Cutting Their EstimatesToday is shaping up negative for IOG plc ( LON:IOG ) shareholders, with the analysts delivering a substantial negative...
Price Target Changed • Nov 16Price target decreased to UK£0.50Down from UK£0.59, the current price target is an average from 2 analysts. New target price is 318% above last closing price of UK£0.12. Stock is down 60% over the past year. The company is forecast to post earnings per share of UK£0.13 next year compared to a net loss per share of UK£0.0083 last year.
분석 기사 • Oct 23Is IOG (LON:IOG) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Sep 02IOG (LON:IOG) Strong Profits May Be Masking Some Underlying IssuesThe recent earnings posted by IOG plc ( LON:IOG ) were solid, but the stock didn't move as much as we expected. We...
분석 기사 • Aug 24Is There An Opportunity With IOG plc's (LON:IOG) 47% Undervaluation?Does the August share price for IOG plc ( LON:IOG ) reflect what it's really worth? Today, we will estimate the stock's...
Price Target Changed • Aug 11Price target increased to UK£0.61Up from UK£0.55, the current price target is an average from 4 analysts. New target price is 69% above last closing price of UK£0.36. Stock is up 67% over the past year. The company is forecast to post earnings per share of UK£0.096 next year compared to a net loss per share of UK£0.0083 last year.
Price Target Changed • Jun 01Price target decreased to UK£0.58Down from UK£0.65, the current price target is an average from 4 analysts. New target price is 142% above last closing price of UK£0.24. Stock is up 7.9% over the past year. The company is forecast to post earnings per share of UK£0.30 next year compared to a net loss per share of UK£0.0083 last year.
분석 기사 • May 11Are Investors Undervaluing IOG plc (LON:IOG) By 24%?Today we will run through one way of estimating the intrinsic value of IOG plc ( LON:IOG ) by projecting its future...
Price Target Changed • Mar 08Price target increased to UK£0.54Up from UK£0.49, the current price target is an average from 4 analysts. New target price is 33% above last closing price of UK£0.41. Stock is up 147% over the past year. The company is forecast to post a net loss per share of UK£0.01 next year compared to a net loss per share of UK£0.04 last year.
Price Target Changed • Dec 08Price target increased to UK£0.49Up from UK£0.46, the current price target is an average from 4 analysts. New target price is 77% above last closing price of UK£0.28. Stock is up 117% over the past year. The company is forecast to post a net loss per share of UK£0.0063 next year compared to a net loss per share of UK£0.04 last year.
Price Target Changed • Sep 28Price target increased to UK£0.46Up from UK£0.39, the current price target is an average from 4 analysts. New target price is 44% above last closing price of UK£0.32. Stock is up 152% over the past year.
Price Target Changed • Sep 21Price target increased to UK£0.40Up from UK£0.36, the current price target is an average from 4 analysts. New target price is 48% above last closing price of UK£0.27. Stock is up 102% over the past year.
분석 기사 • Sep 11IOG (LON:IOG) Is Carrying A Fair Bit Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Major Estimate Revision • Jul 06Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from UK£15.9m to UK£18.3m. EPS estimate reaffirmed at -UK£0.0025 per share. Oil and Gas industry in the United Kingdom expected to see average net income growth of 97% next year. Consensus price target up from UK£0.34 to UK£0.36. Share price was steady at UK£0.22 over the past week.
Price Target Changed • Jul 06Price target increased to UK£0.36Up from UK£0.34, the current price target is an average from 4 analysts. New target price is 69% above last closing price of UK£0.22. Stock is up 81% over the past year.
Price Target Changed • Jun 08Price target increased to UK£0.34Up from UK£0.32, the current price target is an average from 4 analysts. New target price is 53% above last closing price of UK£0.22. Stock is up 80% over the past year.
Major Estimate Revision • Apr 26Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -UK£0.002 to -UK£0.0025 per share. Revenue forecast of UK£15.6m unchanged since last update. Oil and Gas industry in the United Kingdom expected to see average net income growth of 546% next year. Consensus price target up from UK£0.32 to UK£0.33. Share price rose 2.5% to UK£0.22 over the past week.
Price Target Changed • Mar 15Price target increased to UK£0.33Up from UK£0.29, the current price target is an average from 3 analysts. New target price is 85% above last closing price of UK£0.18. Stock is up 48% over the past year.
분석 기사 • Mar 08What Kind Of Shareholders Hold The Majority In Independent Oil and Gas plc's (LON:IOG) Shares?If you want to know who really controls Independent Oil and Gas plc ( LON:IOG ), then you'll have to look at the makeup...
