đđđ Seismiske rĂžstelser av episke dimensjoner!
đđđ
Alt er i Veikartet. Som oljepriseksplosjonen, sektorbred Reprising, det sannsynlige oppkjĂžpet av MSEIS osv osv.
Her om litt av grunnlaget for oljefesten, fra desember 2021:
Hvalross
26.12.2021 kl 14:393696
Russland dekker allerede 35 prosent av gassbehovet i EU.
«Ytterligere gassforsyninger til det europeiske markedet vil med sikkerhet redusere prisene», skal Putin ha sagt under et statsmÞte, ifÞlge nyhetsbyrÄet RIA, melder Reuters.
https://finansavisen.no/nyheter/energi/2021/12/26/7794656/putin-fraskriver-seg-alt-ansvar-og-peker-pa-europa
Planen er vel Äpenbar: Ä gjÞre Europa sÄ avhengig av russisk gass at det ikke blir intervensjon fra Nato nÄr de marsjerer inn i Ukraina neste Är.
Extrajoker Nord for olje og gassprisene.
Blir det fullskala krig mellom Vesten og Russland/Kina? Mange skritt av mindre aggresjoner fÞr det, at russisk olje/gass forsvinner (tilbakeholdt eller nektet) fra Europa er noe av det fÞrste som kan skje. Olje da til 2-3-400$? I en verden under trussel fra hyperinflasjon og energimangel, er oljeservice og alle som kan tilby mye fremtidig energi ikke lenger engang spekulativt, det kan inngÄ som en defensiv hedge for fond og storkapital mot alvorlige og ikke helt usannsynlige verdensproblemer av typen krig, hyperinflasjon, ytterligere tydeliggjÞring av verdens skrikende energimangel .
https://www.vg.no/nyheter/meninger/i/RrlKyW/putins-krav-er-umulige-det-vet-han
Vgs ekspert synes Ă„ tro Putin blĂžffer med sitt ultimatum.
Slik tolkes konflikten fra russisk side:
https://thesaker.is/quick-update-on-the-russian-ultimatum/
Russisk olje og gass ut av det vestlige markedet?
Redigert 17.08.2023 kl 14:38
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Oljeprisen til 150$ fÞr sommeren KimLee? Ikke mange som trodde pÄ oss for et Är siden ...
Kan bli en kortvarig jamn skrell i alt. Men sÄ ... vinnerhjÞrne av vinnersektor!
X-43 scramjet
22.02.2022 kl 00:52
5142
Magseis, SBX, PGS, sÄ fÄr vi se om disse tar av snart. Sitte pÄ aksjer innen seismikk, fÄ en opptur, fÄ litt mer Þkonomisk frihet, pandemien gÄr mot slutten, fÄ fremgang og vekst med nye kontrakter og nye muligheter. Blir bra i 2022
og igjen ...
En etter en popper de frem og hausser den Gyldne Sektor. Oppganger pÄ 30, 40 og 50% pÄ en dag har vi sett og Þnsker VÊlkommen. Bare husk pÄ Stig Myrseths ord i dag:
«Dagens utmattede aksjonÊrer kan da bli fristet til Ä selge til sterkt rabattert pris i forhold til NAV akkurat idet seismikk-sykelen, inntjening og verdier snur opp», avslutter Myrseth."
Buy and hold ...
«Dagens utmattede aksjonÊrer kan da bli fristet til Ä selge til sterkt rabattert pris i forhold til NAV akkurat idet seismikk-sykelen, inntjening og verdier snur opp», avslutter Myrseth."
Buy and hold ...
https://finansavisen.no/nyheter/oljeservice/2022/03/18/7838365/eier-50-prosent-flere-tgs-aksjer-enn-aasulv-tveitereid
MilliardĂŠrbuddies kjĂžper seismikk. TGS til Ă„ begynne med. NĂ„r Ăžnsker de hĂžyere oppside?
MilliardĂŠrbuddies kjĂžper seismikk. TGS til Ă„ begynne med. NĂ„r Ăžnsker de hĂžyere oppside?
SAMISKBONDE
18.04.2022 kl 22:45
4385
Entrer en god sykel innenfor oljerelatert om vi fÄr 110+ kr for oljen over tid.
SAMISKBONDE
18.04.2022 kl 22:46
4375
Embargo av russisk olje, ny arabisk vÄr osv kan vÊre Äpenbare triggere.
E&P spendings opp 60% 2022-24? Eller mÄ de hÞyne enda mange ganger. De steinrike oljeselskapene skal faen meg fÄ betale for de siste jollene pÄ vannet, upfront til overpris.
Oil & Oil Services
Q1 previews and higher oil price assumptions
Only a recession can bring down the oil price
We see Brent at USD 100+ for at least 3 years
Super cycle ahead for oil service
Higher oil/gas price and E&P spending assumptions
Lower Russian oil exports mean that the worldâs spare capacity is likely to remain low for the next 3-4 years. We lift our â22 and â23 oil price forecasts to USD 108 (88) and USD 100 (80). We foresee offshore E&P spending up an aggregate ~60% in the 2022-2024e (3y), which should mean strong fundamentals for the oil service industry. ABG
Oil & Oil Services
Q1 previews and higher oil price assumptions
Only a recession can bring down the oil price
We see Brent at USD 100+ for at least 3 years
Super cycle ahead for oil service
Higher oil/gas price and E&P spending assumptions
Lower Russian oil exports mean that the worldâs spare capacity is likely to remain low for the next 3-4 years. We lift our â22 and â23 oil price forecasts to USD 108 (88) and USD 100 (80). We foresee offshore E&P spending up an aggregate ~60% in the 2022-2024e (3y), which should mean strong fundamentals for the oil service industry. ABG
ABG Ăžker fĂžlgelig sterkt i TGS, dobler i MSEIS og mer enn dobler i PGS.
Dere er vel i seismikk? VinnerhjÞrnet av en vinnersektor. De 4 vennene i trÄden PGS, MSEIS, TGS, GEG byr pÄ ulik risiko og oppsideprofil. Lykke til!
Dere er vel i seismikk? VinnerhjÞrnet av en vinnersektor. De 4 vennene i trÄden PGS, MSEIS, TGS, GEG byr pÄ ulik risiko og oppsideprofil. Lykke til!
Litt mimring ... NĂ„ er det Carnegie guttenes tur til Ă„ heve opp til de selvfĂžlgelige tosifrede igjen
Kjente og kjÊre perspektiver som nÄ har blitt mainstream.
Seismikk bĂžr kunne bli et vinnerhjĂžrne
Seismikk bĂžr kunne bli et vinnerhjĂžrne
Kvasir, AskJeeves eller Google?
Improvements in all segments (ABG):
Q2 reports likely to be positive, incl. earnings beats
We have BUY ratings on PGS, TGS and Magseis
From a lack of demand to a lack of supply
Last week, we visited the EAGE, a major seismic conference that took place in Madrid this year. The seismic players are bullish on both their near-term (2022) results and the 2023 outlook. The seismic market has essentially seen a continual downturn since 2013, with falling demand (seismic market was down ~75% in USD-terms during the 2013-21 period) leading to oversupply in all segments. The industry has adapted by cutting capacity (streamer count down ~70%, MC investments down 70%, no. of employees in the seismic industry down ~60%). Now that demand is picking up â we estimate a 33% y-o-y increase in USD spending in 2022 â there appear to be capacity constraints across all segments. The effect is obviously higher prices, increased utilisation, improved visibility and a sharp increase in profitability.
Another jump in estimates â Q2 reports will be strong
We have increased all of our key input parameters and now see higher pre-funding, stronger late-sales, higher contract rates and improved vessel utilisation. Our estimates are up sharply for all seismic companies under our coverage, e.g. â22e EBIT TGS +20%, PGS +42%, Magseis +60%. This report includes our Q2 estimates and comments. In general, we think the upcoming Q2 reports are likely to mirror the comments from the EAGE, i.e. strong in all segments. The players are likely to be bullish regarding the upcoming winter, which is likely to be the best in nine years for the seismic industry. Our 2022e EBIT for TGS and PGS are 50% and 360% above consensus (FactSet), respectively, though poor coverage of this space means the FactSet estimates are somewhat uncertain.
Shares look very attractive
We have BUY ratings on all three seismic names that we cover: TGS, PGS and Magseis. TGS is the plain vanilla, solid option where the share price should be driven by positive earnings revisions, higher dividends and multiple expansion. For the near term, we think PGS offers a great buying opportunity: high leverage works both ways and strong FCF should mean that NIBD will decline sharply going forward.
Q2 reports likely to be positive, incl. earnings beats
We have BUY ratings on PGS, TGS and Magseis
From a lack of demand to a lack of supply
Last week, we visited the EAGE, a major seismic conference that took place in Madrid this year. The seismic players are bullish on both their near-term (2022) results and the 2023 outlook. The seismic market has essentially seen a continual downturn since 2013, with falling demand (seismic market was down ~75% in USD-terms during the 2013-21 period) leading to oversupply in all segments. The industry has adapted by cutting capacity (streamer count down ~70%, MC investments down 70%, no. of employees in the seismic industry down ~60%). Now that demand is picking up â we estimate a 33% y-o-y increase in USD spending in 2022 â there appear to be capacity constraints across all segments. The effect is obviously higher prices, increased utilisation, improved visibility and a sharp increase in profitability.
Another jump in estimates â Q2 reports will be strong
We have increased all of our key input parameters and now see higher pre-funding, stronger late-sales, higher contract rates and improved vessel utilisation. Our estimates are up sharply for all seismic companies under our coverage, e.g. â22e EBIT TGS +20%, PGS +42%, Magseis +60%. This report includes our Q2 estimates and comments. In general, we think the upcoming Q2 reports are likely to mirror the comments from the EAGE, i.e. strong in all segments. The players are likely to be bullish regarding the upcoming winter, which is likely to be the best in nine years for the seismic industry. Our 2022e EBIT for TGS and PGS are 50% and 360% above consensus (FactSet), respectively, though poor coverage of this space means the FactSet estimates are somewhat uncertain.
Shares look very attractive
We have BUY ratings on all three seismic names that we cover: TGS, PGS and Magseis. TGS is the plain vanilla, solid option where the share price should be driven by positive earnings revisions, higher dividends and multiple expansion. For the near term, we think PGS offers a great buying opportunity: high leverage works both ways and strong FCF should mean that NIBD will decline sharply going forward.
kapteinkjeks
01.09.2022 kl 12:52
2721
Noen som har tro pÄ disse gutta? Muligheter for Ä gÄ inn med penger nÄ. Exit ved bÞrsnotering..
https://folkeinvest.no/kampanje/seismic-partner-as
SEISMIC PARTNER AS
Seismikk-selskap som samler inn og selger hĂžykvalitets data til oljeselskaper. Har allerede i 2022 hentet 60,7 mill. i investorkapital til Ă„ finansiere nye prosjekter og vekst.
https://folkeinvest.no/kampanje/seismic-partner-as
SEISMIC PARTNER AS
Seismikk-selskap som samler inn og selger hĂžykvalitets data til oljeselskaper. Har allerede i 2022 hentet 60,7 mill. i investorkapital til Ă„ finansiere nye prosjekter og vekst.
ibyx
08.09.2022 kl 14:41
2526
Det spriker litt i seismikk selv om aksjene i hovedsak fÞlger samme «trend» som selvsagt er sterkt pÄvirket av oljepris (pussig nok i langt stÞrre grad enn den like viktige gassprisen?).
Et snapshot av et lite utvalg siste mÄned for Ä fange opp reaksjon pÄ oljekorreksjonen viser omtrentlig:
PGS +8%
Mseis +7%
TGS +3%
Emgs -4%
Det er kanskje ikke noe oppsiktsvekkende ved det?
Men. Strekker vi linjen et Ă„r tilbake peker det seg ut en supervinner. Selvsagt Mseis med bud.
Og en underdog EMGS med kun 20% oppgang.
De to store fĂžlger mer den generelt sterke oppgangen i oljeservice/offshore med TGS +75% og PGS 76% !
Et snapshot av et lite utvalg siste mÄned for Ä fange opp reaksjon pÄ oljekorreksjonen viser omtrentlig:
PGS +8%
Mseis +7%
TGS +3%
Emgs -4%
Det er kanskje ikke noe oppsiktsvekkende ved det?
Men. Strekker vi linjen et Ă„r tilbake peker det seg ut en supervinner. Selvsagt Mseis med bud.
Og en underdog EMGS med kun 20% oppgang.
De to store fĂžlger mer den generelt sterke oppgangen i oljeservice/offshore med TGS +75% og PGS 76% !
Redigert 08.09.2022 kl 15:22
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SAMISKBONDE
04.11.2022 kl 00:52
2241
Sektorrotasjon vil nok aksellerere herfra. Vi er nok kun i begynnelsen av en supersykel.
Gull Ga$$ i den $eismiske sektor! Alle vil vĂŠre medđ€©
Suuupersykeeel!
đđŠđ¶âđ«ïžđž
đđŠđ¶âđ«ïžđž
X-43 scramjet
07.02.2023 kl 13:26
1935
NĂ„ er det endelig EMGS sin tur til Ă„ ta 3 gangeren. Denne blir meget god i 2023
Den sektorbrede reprisingen skyter fart. - For alvor!
(det er PGS som vil gjĂžre deg rik. Anbefaler Ă„ ha sĂ„ mye penger som mulig her. men om du har noen ekstra slanter liggende eller mulig hente fra annet sted; - vurder Ă„ ta et lite xtra-bet i knĂžtte EMGS nĂ„ i forkant av rekylen som beviselig kommer innen 3 dager fra seismikkaksjer legger frem svake tall. Og som ser ut til Ă„ sammenfalle med LISENSUTDELING for MARINE MINERALER, se evnt litt i chartet og se om du ser forrige mineral-pump ... og hva som utlĂžste den ... ForĂžvrig bĂžr PGS kjĂžpe de, eller i hvertfall bĂ„ten i opplag; eller pĂ„ annet vis gĂ„ mer aggresivt inn i Marine Mineraler. Minner om at SBX gikk fra 2,5 til 12kr pĂ„ sitt stunt med en Powerpointpresentasjon om Ă„ spinne av Green Minerals. Husk Rune kan NĂ„r Som Helst trykke pĂ„ âĄïžNewđŹ Energy Knappenđą. Men etter mitt syn bĂžr ogsĂ„ Marine Mineraler đ vĂŠre med i tillegg til hotteđ„ CCS og đ Havvind
Bransjelokomotiv PGS Storkontrakt timet perfekt til Positivt Sentiment ventes gi sektorbredt skyv
August 24, 2023, Oslo, Norway: PGS is awarded a 3D exploration acquisition contract offshore Africa. A Ramform Titan Class vessel is expected to mobilize for the survey in the fourth quarter, subject to final approvals, and the program has a total duration of 4-5 months.
âWe are very pleased with this contract award, which improves our visibility into H1 2024. There is increasing exploration interest in Africa and this award builds on the recent success of our Titan class vessels in this region,â says President & CEO in PGS, Rune Olav Pedersen.
Ramform Victory was planned to steam to Brazil for a large 4D contract survey for Petrobras later in Q3. Subsequently, PGS has been informed of likely further delay in receiving permits for the survey. The steam to Brazil is therefore postponed to early Q4, whereupon the vessel will initially acquire data on an ongoing highly pre-funded MultiClient program until all permits are in place for the contracted 4D survey. Mobilization for the 4D contract survey is expected towards year-end, with an unchanged contract scope.
PGS announces contract awards and MultiClient projects as stock exchange releases if the contract has a value of $10 million or more, MultiClient projects with a duration of 2 months or more and strategically important contracts.
FOR DETAILS, CONTACT:
BĂ„rd Stenberg, VP IR & Corporate Communication
August 24, 2023, Oslo, Norway: PGS is awarded a 3D exploration acquisition contract offshore Africa. A Ramform Titan Class vessel is expected to mobilize for the survey in the fourth quarter, subject to final approvals, and the program has a total duration of 4-5 months.
âWe are very pleased with this contract award, which improves our visibility into H1 2024. There is increasing exploration interest in Africa and this award builds on the recent success of our Titan class vessels in this region,â says President & CEO in PGS, Rune Olav Pedersen.
Ramform Victory was planned to steam to Brazil for a large 4D contract survey for Petrobras later in Q3. Subsequently, PGS has been informed of likely further delay in receiving permits for the survey. The steam to Brazil is therefore postponed to early Q4, whereupon the vessel will initially acquire data on an ongoing highly pre-funded MultiClient program until all permits are in place for the contracted 4D survey. Mobilization for the 4D contract survey is expected towards year-end, with an unchanged contract scope.
PGS announces contract awards and MultiClient projects as stock exchange releases if the contract has a value of $10 million or more, MultiClient projects with a duration of 2 months or more and strategically important contracts.
FOR DETAILS, CONTACT:
BĂ„rd Stenberg, VP IR & Corporate Communication