ITH Share Price Performance
UK£0
-1.65 (-100.00%)
Price UK£0
Fair ValueUK£2.72
Share Pricen/a
Narrative Update • Jul 09
Ithaca Energy plc Stock Price
- 3 Narratives written by author
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- 43 Fair Values set on narratives written by author
ITH Community Narratives
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Fair Value
·Fair Value UK£2.72 10.9% undervalued intrinsic discount
ITH: Incremental Changes In Discount Rate Will Limit Share Upside
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19users have followed this narrative
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Fair Value
·Fair Value UK£3.5 30.9% undervalued intrinsic discount
Global Demand And Policy Support Will Drive North Sea Expansion
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5users have followed this narrative
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Fair Value
·Fair Value UK£2.04 18.4% overvalued intrinsic discount
Decarbonization And UK Regulations Will Impair Future Operations
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ITH: Incremental Changes In Discount Rate Will Limit Share Upside
Ithaca Energy leans hard into North Sea oil and gas projects and big dividends, but that plan could be tested if rules tighten and the shift toward cleaner energy speeds up. See why some think expectations for future demand and government support may be too optimistic, even as production and deal-making look strong today.Read more
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UK£2.72
10.9% undervalued intrinsic discount
Fair Value
Revenue
-0.26% p.a.
Profit Margin
13.6%
Future PE
17.72x
Price in 2029
UK£3.36
Decarbonization And UK Regulations Will Impair Future Operations
Ithaca Energy’s North Sea oil and gas business faces a tough squeeze as climate goals, investor pressure, and tighter UK rules could make it harder to grow and more expensive to operate. At the same time, the company is trying to offset those headwinds through deals, efficiency gains, and new projects that could keep production and cash coming—if they clear the regulatory hurdles.Read more
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UK£2.04
18.4% overvalued intrinsic discount
Fair Value
Revenue
-4.63% p.a.
Profit Margin
5.41%
Future PE
37.69x
Price in 2029
UK£2.53
Global Demand And Policy Support Will Drive North Sea Expansion
Ithaca Energy is betting that steady oil demand and pro-domestic energy policy keep the North Sea profitable for longer, and that faster, more reliable operations help it squeeze more from existing fields. But that same North Sea focus leaves it exposed if UK rules tighten, funding dries up, or oil demand and prices fall faster than expected.Read more
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UK£3.5
30.9% undervalued intrinsic discount
Fair Value
Revenue
1.89% p.a.
Profit Margin
18.49%
Future PE
15.72x
Price in 2029
UK£4.33
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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ITH: Future Returns Will Depend On North Sea Acquisition Execution
Fair Value: UK£2.72 10.9% undervalued intrinsic discount
19 fair values setusers have set this as their fair value
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ITH: Higher P/E Expectations Will Futurely Outweigh Softer Margins And Revenues
Fair Value: UK£2.04 18.4% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
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ITH: Higher Margins And Firm Production Guidance Will Support Future Cash Generation
Fair Value: UK£3.5 30.9% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
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Snowflake Analysis
Ithaca Energy plc Key Details
About ITH
- Founded
- 2004
- Employees
- 658
- CEO
- WebsiteView website
Ithaca Energy plc, together with its subsidiaries, engages in the development and production of oil and gas in the North Sea. It owns a portfolio of assets located in the Northern, Central, and Southern North Sea, as well as West of Shetland and the Moray Firth areas of the UK Continental Shelf. The company was formerly known as Delek North Sea Limited and changed its name to Ithaca Energy plc in October 2022. The company was incorporated in 2004 and is based in London, the United Kingdom. Ithaca Energy plc operates as a subsidiary of DKL Energy Limited.
Recent ITH News & Updates
Narrative Update • Jun 25
