ITH Share Price Performance
UK£0
-1.05 (-100.00%)
Price UK£0
Fair ValueUK£1.93
Share Pricen/a
Lacklustre Performance Is Driving Ithaca Energy plc's (LON:ITH) 30% Price Drop
Dec 12
Ithaca Energy plc Stock Price
- 3 Narratives written by author
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- 33 Fair Values set on narratives written by author
ITH Community Narratives
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Fair Value UK£1.93 16.9% undervalued intrinsic discount
ITH: Incremental Changes In Discount Rate Will Limit Share Upside
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AN
Fair Value UK£2.55 37.0% undervalued intrinsic discount
Global Demand And Policy Support Will Drive North Sea Expansion
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Fair Value UK£1 61.3% overvalued intrinsic discount
Decarbonization And UK Regulations Will Impair Future Operations
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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
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UK£2.55
37.0% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
1.55% p.a.
Profit Margin
14.34%
Future PE
15.9x
Price in 2028
UK£3.14
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
109
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AN
UK£1.93
16.9% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
0.91% p.a.
Profit Margin
10.57%
Future PE
16.47x
Price in 2028
UK£2.38
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
8
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UK£1
61.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-0.68% p.a.
Profit Margin
7.26%
Future PE
18x
Price in 2028
UK£1.22
Trending Discussion
Recently Updated Narratives
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ITH: Cygnus Acquisition Will Support Cash Generation Despite Tough Tax Backdrop
Fair Value: UK£2.55 37.0% undervalued intrinsic discount
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AN
ITH: Mixed Outlook As Tax Risks Offset Recent Operational Progress
Fair Value: UK£1.93 16.9% undervalued intrinsic discount
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Decarbonization And UK Regulations Will Impair Future Operations
Fair Value: UK£1 61.3% overvalued intrinsic discount
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Snowflake Analysis
Ithaca Energy plc Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -0.061
- 46.95%
- -3.46%
- 62.2%
About ITH
- Founded
- 2004
- Employees
- 657
- 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 Northern and Central North Sea, Moray Firth, and West of Shetland area of the UKCS. 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.
