ITH Share Price Performance
UK£2.49
1.14 (84.17%)
11.2% overvalued intrinsic discount
UK£2.24
Fair Value
Price UK£2.49
AnalystConsensusTarget UK£2.24
AnalystHighTarget UK£2.60
AnalystLowTarget UK£1.51
Fair ValueUK£2.24
Share Pricen/a
Ithaca Energy plc Stock Price
- 3 Narratives written by author
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- 41 Fair Values set on narratives written by author
ITH Community Narratives
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Fair Value UK£2.24 11.2% overvalued intrinsic discount
ITH: Incremental Changes In Discount Rate Will Limit Share Upside
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Fair Value UK£2.6 4.4% undervalued intrinsic discount
Global Demand And Policy Support Will Drive North Sea Expansion
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Fair Value UK£1.51 65.1% 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
Key Takeaways Overestimations of demand and policy support could expose Ithaca Energy to declining growth and unpredictable cash flow amid energy transition and regulatory pressures. Heavy investment in North Sea projects and sustained dividends risks future asset write-downs and liquidity challenges as the shift to renewables accelerates.Read more
181
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UK£2.24
11.2% overvalued intrinsic discount
Fair Value
Profit Margin
4.92%
Future PE
43.6x
Price in 2029
UK£2.76
Decarbonization And UK Regulations Will Impair Future Operations
Key Takeaways Global decarbonization trends and stricter ESG standards threaten Ithaca Energy's demand, revenue, production, and growth potential. Regulatory and operational risks in the UK North Sea, plus limited access to new capital, will raise costs and restrict future expansion.Read more
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UK£1.51
65.1% overvalued intrinsic discount
Fair Value
Profit Margin
6.73%
Future PE
24.19x
Price in 2029
UK£1.86
Global Demand And Policy Support Will Drive North Sea Expansion
Key Takeaways Exceptional operational efficiency, project execution, and risk management position the company for sustained outperformance in production, margins, and shareholder returns. Policy and market tailwinds, alongside underestimated development potential, significantly boost prospects for structural earnings and long-term value growth.Read more
115
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UK£2.6
4.4% undervalued intrinsic discount
Fair Value
Profit Margin
11.12%
Future PE
21.45x
Price in 2029
UK£3.2
Trending Discussion
Recently Updated Narratives
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ITH: Future Returns Will Balance Dividend Payouts And Production Execution Risks
Fair Value: UK£2.24 11.2% overvalued intrinsic discount
19 fair values setusers have set this as their fair value
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AN
ITH: Future Profit Pressures Will Limit Upside Despite Dividend Support
Fair Value: UK£1.51 65.1% overvalued intrinsic discount
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ITH: Reset Expectations And Legal Resolution Will Shape Future Cash Generation
Fair Value: UK£2.6 4.4% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
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Snowflake Analysis
Ithaca Energy plc Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.051
- 42.09%
- -2.85%
- 55.3%
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.
