BWE. Fremtiden er rosenrød.
Forrige tråd ble stengt da den ble for stor. Jeg tar derfor og starter en ny. Det passer bra da BWE er inne i en ny fase. Tre produksjonsbrønner er boret med godt resultat i Gabon og tre gjenstår. Kjøp av asset i Brasil venter på godkjennelse som kan komme når som helst.
Og gassfeltet, Kudu, kan bli mye større enn man trodde. Klipper inn litt fra en fersk artikkel Gunnarius la ut tidligere i dag:
« The Ministry of Mines and Energy says the country's Kudu gas reserves are expected to increase to 10 trillion cubic feet (TCF) from the current estimated 1.3 TCF.
The revised figure is due to the associated gas found within the Graff-1 well by Shell, Yonker, and TotalEnergies' enormous Venus-1 offshore discovery.
Petroleum Commissioner Maggy Shino said the discovery of light crude oil reserves has transformed the landscape of the Kudu gas field.
"We are seeing that we now have a possibility of us increasing this 1.3 TCF of natural gas to up to ten TCF of gas because of the associated gas that we are seeing within the graph, within the Yonker and within Venus," she said on Wednesday.
The revelation has the potential to reshape the energy landscape in Namibia and the wider Southern African Development Community (SADC) region. »
https://thebrief.com.na/index.php/component/k2/item/3348-namibia-s-kudu-gas-reserves-projected-to-increase-tenfold
10 Tcf tilsvarer 1,9 milliarder boe. Her kan man med god grunn ta i bruk betegnelsen elefant hvis dette innfris.
Og gassfeltet, Kudu, kan bli mye større enn man trodde. Klipper inn litt fra en fersk artikkel Gunnarius la ut tidligere i dag:
« The Ministry of Mines and Energy says the country's Kudu gas reserves are expected to increase to 10 trillion cubic feet (TCF) from the current estimated 1.3 TCF.
The revised figure is due to the associated gas found within the Graff-1 well by Shell, Yonker, and TotalEnergies' enormous Venus-1 offshore discovery.
Petroleum Commissioner Maggy Shino said the discovery of light crude oil reserves has transformed the landscape of the Kudu gas field.
"We are seeing that we now have a possibility of us increasing this 1.3 TCF of natural gas to up to ten TCF of gas because of the associated gas that we are seeing within the graph, within the Yonker and within Venus," she said on Wednesday.
The revelation has the potential to reshape the energy landscape in Namibia and the wider Southern African Development Community (SADC) region. »
https://thebrief.com.na/index.php/component/k2/item/3348-namibia-s-kudu-gas-reserves-projected-to-increase-tenfold
10 Tcf tilsvarer 1,9 milliarder boe. Her kan man med god grunn ta i bruk betegnelsen elefant hvis dette innfris.
Redigert 18.08.2023 kl 13:12
Du må logge inn for å svare
oto1
20.12.2023 kl 23:04
6291
cinet skrev Noen som har røkt sokkene sine her inne ?????
I BWE tror jeg sokkerøyking er en utbredt hobby.
Nå griner man å vurderer å godta et bud på 27 fordi noen esp feiler?
2020: Revenue 160,3 mill usd, ebitda 87 mill usd, op. profit 1,8 mill usd, net profit -41,1
2021: Revenue 271,5 mill usd, ebitda 147,2 mill usd, op profit 98,4 mill usd, net profit 52 mill usd
2022: Revenue 297,5 mill usd, ebitda 154,3 mill usd, op profit 94,1 mill usd, net profit 45 mill usd
2023: Revenue 520 mill usd?, ebitda 260 mill usd? op profit 130 mill usd? Net profit 60 mill usd?
2024: Revenue 1200 mill usd? ebitda 700 mill usd? op profit 350 mill usd? Net profit 250 mill usd?
2025: omtrent samme som 2024
2026: Maromba oppstart? Omtrent dobling av tallene
2027: Kudu i produksjon. Ny dobling?
Dere klarer sikkert å vente noen år? Eller har dere hastverk med noe?
Nå griner man å vurderer å godta et bud på 27 fordi noen esp feiler?
2020: Revenue 160,3 mill usd, ebitda 87 mill usd, op. profit 1,8 mill usd, net profit -41,1
2021: Revenue 271,5 mill usd, ebitda 147,2 mill usd, op profit 98,4 mill usd, net profit 52 mill usd
2022: Revenue 297,5 mill usd, ebitda 154,3 mill usd, op profit 94,1 mill usd, net profit 45 mill usd
2023: Revenue 520 mill usd?, ebitda 260 mill usd? op profit 130 mill usd? Net profit 60 mill usd?
2024: Revenue 1200 mill usd? ebitda 700 mill usd? op profit 350 mill usd? Net profit 250 mill usd?
2025: omtrent samme som 2024
2026: Maromba oppstart? Omtrent dobling av tallene
2027: Kudu i produksjon. Ny dobling?
Dere klarer sikkert å vente noen år? Eller har dere hastverk med noe?
hatitchi
20.12.2023 kl 21:26
5969
Dere må i så fall på lesekurs. Andreas har ikke solgt en eneste aksje i BWE, i så fall hadde det opplyst at det var han, samt "disposal of shares/sale" som årsak.
BW Group har meldt at de har mottatt aksept på kjøp av 8 aksjer. Hvem det er som har bedt BW Group om å kjøpe aksjene, er ikke opplyst.
Andreas Sohmen-Pao er bare nevnt i meldingen ford BW Group er nærstående til han, og han er primærinnsider i BW Energy. Følgelig må alle aksepter BW Group får fra aksjonærer børsmeldes. Dette vil det komme mange flere meldinger om hvis kursen holder seg her nede eller faller videre ned frem mot utløpet av tilbudsperioden.
Selvfølgelig gir man ikke aksjene sine til BW Group nå, når den fortsatt har mulighet til å gå over tilbudskursen.
BW Group har meldt at de har mottatt aksept på kjøp av 8 aksjer. Hvem det er som har bedt BW Group om å kjøpe aksjene, er ikke opplyst.
Andreas Sohmen-Pao er bare nevnt i meldingen ford BW Group er nærstående til han, og han er primærinnsider i BW Energy. Følgelig må alle aksepter BW Group får fra aksjonærer børsmeldes. Dette vil det komme mange flere meldinger om hvis kursen holder seg her nede eller faller videre ned frem mot utløpet av tilbudsperioden.
Selvfølgelig gir man ikke aksjene sine til BW Group nå, når den fortsatt har mulighet til å gå over tilbudskursen.
cinet
20.12.2023 kl 20:02
5981
Det var et svar, til en som lurte. Andreas har gitt aksept til å avhende 8 aksjer i BWE. Dette er igjen et pek til et rigid og formalistisk OB. Les tilbudsdokumentet, så skjønner de fleste at dette er et framtvunget bud som BWG ønsker å ikke lyktes med. 8 aksjer ble sågar meldepliktig fordi han er styreformann, noe som også må anses som et pek til OB……
hatitchi
20.12.2023 kl 19:30
6005
Hva er det du snakker om? Hvor er det Andreas har "solgt" 8 aksjer?
Fluefiskeren
20.12.2023 kl 12:24
6125
Her er en som kaller seg Valueinvestor 101 sitt syn på selskapet. Temmelig kritisk og tar frem ting mange av oss har reagert på. Nevner hva som ble sagt før Mupale ble boret (Hibiscus Extension). Videre kompressor, ESPer og det faktum st selskaper ikke visste hva de tidligere har meldt.
« When bringing the wells online from the current drilling campaign on Hibiscus / Ruche, BW Energy chose to use electrical submersible pumps, aka ESPs. From my understanding, this is a more expensive solution than gas lift. They chose a new ESP model from Baker-Hughes. The initial well performance was above expectations with ~6000 bpd. After a while BWE reported a problem with one ESPs on Hibiscus. But on the 17th of September, they dropped a press release with the wording “As previously communicated, DHIBM-3H and -4H have experienced issues with the ESPs (electrical submersible pumps). Investigations into the cause are ongoing. DHIBM-4H is currently flowing naturally at 2,800 barrels per day, while DHIBM-3H is temporarily not producing while we continue to work solutions.” Here they reveal that they do not know which info they have released to the market. There was no previous communication on the well shutdown, just one well on natural flow.»
Vedkommende skriver videre:
« On the 17. October an update was released, stating the problem with the ESPs was resolved, and production back on track. But, again on the Q3 presentation, management informed that all ESPs were having trouble, and they again lowered the guiding for production. Everyone was happy the issue was resolved, but it turns out the problem is much worse, and could possibly be ongoing for about a year, according to the CEO. Again we see a drop in share price in excess of 10% in a day. Having said that, I believe these problems to be solvable, and probably short term in nature. But I am left with a impression that BWE somehow can’t get anything right the first time.»
Han avslutter med:
« On the 30th of November, this info was released from BW Group: https://live.euronext.com/en/node/12310844 After considering what they actually try to do, I have come to a conclusion. This is probably just a “up yours” to the norwegian stock exchange. BWO wants to continue the distribution of dividend shares in BWE, but if BWG as a reciever of shares passes the 40% ownership limit of BWE, they have to make a mandatory offer for all BWE shares, so that minority shareholder can get out, if they want to. I don’t think BWG actually want to buy BWE, and take them private. But, using the current low price, they are able to offer a low bid on the shares, and if shareholders actually want to sell to them, they’ll buy their shares. But I don’t think shareholders actually want to sell at current prices, and hence BWO may continue their dividend in kind of BWE shares. For a while, I think this will create a floor for the share price.
Finally, what will I do with my shares? I think the ESP issue is a resolvable technical issue, and it will be resolved in due time. But BWE has failed too often, and I might reduce my position, and move it to another oil stock, that also has lower capex going forward. BWE might look cheap on current pricing and production outlook, but we might not get there.»
https://valueinvestorsite.wordpress.com/2023/11/30/bw-energy-reconsidering-my-investment/
« When bringing the wells online from the current drilling campaign on Hibiscus / Ruche, BW Energy chose to use electrical submersible pumps, aka ESPs. From my understanding, this is a more expensive solution than gas lift. They chose a new ESP model from Baker-Hughes. The initial well performance was above expectations with ~6000 bpd. After a while BWE reported a problem with one ESPs on Hibiscus. But on the 17th of September, they dropped a press release with the wording “As previously communicated, DHIBM-3H and -4H have experienced issues with the ESPs (electrical submersible pumps). Investigations into the cause are ongoing. DHIBM-4H is currently flowing naturally at 2,800 barrels per day, while DHIBM-3H is temporarily not producing while we continue to work solutions.” Here they reveal that they do not know which info they have released to the market. There was no previous communication on the well shutdown, just one well on natural flow.»
Vedkommende skriver videre:
« On the 17. October an update was released, stating the problem with the ESPs was resolved, and production back on track. But, again on the Q3 presentation, management informed that all ESPs were having trouble, and they again lowered the guiding for production. Everyone was happy the issue was resolved, but it turns out the problem is much worse, and could possibly be ongoing for about a year, according to the CEO. Again we see a drop in share price in excess of 10% in a day. Having said that, I believe these problems to be solvable, and probably short term in nature. But I am left with a impression that BWE somehow can’t get anything right the first time.»
Han avslutter med:
« On the 30th of November, this info was released from BW Group: https://live.euronext.com/en/node/12310844 After considering what they actually try to do, I have come to a conclusion. This is probably just a “up yours” to the norwegian stock exchange. BWO wants to continue the distribution of dividend shares in BWE, but if BWG as a reciever of shares passes the 40% ownership limit of BWE, they have to make a mandatory offer for all BWE shares, so that minority shareholder can get out, if they want to. I don’t think BWG actually want to buy BWE, and take them private. But, using the current low price, they are able to offer a low bid on the shares, and if shareholders actually want to sell to them, they’ll buy their shares. But I don’t think shareholders actually want to sell at current prices, and hence BWO may continue their dividend in kind of BWE shares. For a while, I think this will create a floor for the share price.
Finally, what will I do with my shares? I think the ESP issue is a resolvable technical issue, and it will be resolved in due time. But BWE has failed too often, and I might reduce my position, and move it to another oil stock, that also has lower capex going forward. BWE might look cheap on current pricing and production outlook, but we might not get there.»
https://valueinvestorsite.wordpress.com/2023/11/30/bw-energy-reconsidering-my-investment/
oto1
19.12.2023 kl 23:00
6318
Ah, da skjønner jeg hva du mente.
Nå får vi se om det kommer en oppdatering før budfristen går ut. Det bør jo være en, kanskje 2 brønner til i produksjon før det, og vi nærmer oss 40k uavhengig av om esp'ene er fikset eller ei.
Nå får vi se om det kommer en oppdatering før budfristen går ut. Det bør jo være en, kanskje 2 brønner til i produksjon før det, og vi nærmer oss 40k uavhengig av om esp'ene er fikset eller ei.
Foreigner
19.12.2023 kl 19:39
6475
XO skrev 8 er lykketall i Østen😁
This is a pretty entertaining way to let market know that Andreas does not want anyone to accept:)))
cinet
19.12.2023 kl 17:34
6579
inference skrev Noen som skjønner meldingen på newsweb? 8 aksjer solgt? 😂😁
Både ja og nei. Andreas har gitt aksept for tilbudet, og «solgt» 8 aksjer. Trolig igjen et pek ovenfor OB. Betyr at heller ikke han vil takke ja. OB har igjen dummet seg ut.
Fluefiskeren
19.12.2023 kl 01:17
6897
UK oil and gas company Tower Resources has hired Borr Drilling’s Norve jack-up rig for the drilling campaign offshore Cameroon in central Africa.
The Norve jack-up rig, part of Borr's fleet of high-specification drilling units, will be put to work on drilling the NJOM-3 well of Tower's Thali license in Cameroon in 2024.
The rig is currently reserved by existing contracts to deliver a series of wells, whose timing are subject to operational uncertainty.
Following the completion of those wells, the rig is expected to be available in Cameroon between April and August 2024.»
https://www.oedigital.com/news/510206-borr-drilling-jack-up-rig-slated-for-work-offshore-africa
The Norve jack-up rig, part of Borr's fleet of high-specification drilling units, will be put to work on drilling the NJOM-3 well of Tower's Thali license in Cameroon in 2024.
The rig is currently reserved by existing contracts to deliver a series of wells, whose timing are subject to operational uncertainty.
Following the completion of those wells, the rig is expected to be available in Cameroon between April and August 2024.»
https://www.oedigital.com/news/510206-borr-drilling-jack-up-rig-slated-for-work-offshore-africa
JUICEitUP
18.12.2023 kl 15:16
7102
Det er helt åpenbart at budet påvirkere kjøpsiveren. Ikke en kjeft som tør å dra denne noe særlig over 27 før budet utløper. Plutselig får de så stor aksept at det inntrer krav om tvangsinnløsning og da må "dyre" aksjer kjøpt over 27 selges til 27. I tillegg har Sohmen radert bort det lille av tillit som fantes her så det er masse risiko rundt andre krumspring fra den kanten. Da kjøper ikke folk aksjer, men skygger banene.
Inntil budet utløper er jeg derimot enig i at nedsiden er tilnærmet null.
Inntil budet utløper er jeg derimot enig i at nedsiden er tilnærmet null.
Fluefiskeren
18.12.2023 kl 15:09
7127
Jeg mente at det betyr at oljeprisen også kan gå ned uten at det påvirker kursen til BWE. Derfor begge veier.
oto1
18.12.2023 kl 15:07
7118
Nei, det kan ikke gå begge veier.
Nedsiden er svært begrenset inntil budet går ut, men det er ingenting som stopper oppsiden annet enn aksjonærers iver etter å selge seg ut.
Jeg for min del er overrasket over at såpass mange ser ut til å være fornøyd med 26.80-26,95, men ikke noe jeg styrer eller tenker å bry meg om.
Nedsiden er svært begrenset inntil budet går ut, men det er ingenting som stopper oppsiden annet enn aksjonærers iver etter å selge seg ut.
Jeg for min del er overrasket over at såpass mange ser ut til å være fornøyd med 26.80-26,95, men ikke noe jeg styrer eller tenker å bry meg om.
Fluefiskeren
18.12.2023 kl 14:37
7173
De er låst til 27 kr. Ser jo det tydelig i dag. Som alle andre dager etter denne hendelsen, men det kan selvsagt gå begge veier.
oto1
18.12.2023 kl 14:29
7181
Hva er det som er låst i bwe da?
Ingenting i veien for at den kan stå i 30 i morgen.
Det er jo bare opp til aksjonærene og hvilken kurs de er villig å selge til.
Ingenting i veien for at den kan stå i 30 i morgen.
Det er jo bare opp til aksjonærene og hvilken kurs de er villig å selge til.
Fluefiskeren
18.12.2023 kl 14:21
7205
Stor oppgang i oljeprisen nå. Nesten to dollar pr. fat på et par-tre timer nå. Selvsagt grunnet Jemen og Rødehavet. Hvis dette fortsetter er det jo litt dumt for de som sitter i aksjen med «låst» kurs.
Men høyere oljepris er selvsagt positivt for BWE også.
Men høyere oljepris er selvsagt positivt for BWE også.
Foreigner
18.12.2023 kl 11:17
7420
Did anyone else note that the following paragraph was the only one specifically highlighted in bold on the BWE Board statement? It is like they were trying to say; Do not accept it, we got news coming and you cannot revoke your acceptance!!:)
"The Board calls attention to the fact that any acceptance of the Offer by the shareholders will be irrevocable. Acceptances cannot be withdrawn by the shareholder once the acceptances have been received by the receiving agent for the Offer"
"The Board calls attention to the fact that any acceptance of the Offer by the shareholders will be irrevocable. Acceptances cannot be withdrawn by the shareholder once the acceptances have been received by the receiving agent for the Offer"
oto1
16.12.2023 kl 01:51
8012
Hvorfor i all verdens navn skal det bli en konfrontasjon?
Har du ikke lest børsmeldingene?
BWGroup anbefaler ikke aksjonærene i BWE å godta budet.
BWE anbefaler ikke aksjonærene å godta budet.
Så her er alle enig i at budet er for lavt, selv budgiver sier jo det. Så hva er problemet?
Noen vil alltid selge, og de som kjøper nå er de som har til hensikt å få noen % risikofri avkastning.
Så BWGroup kommer nok opp i 43-45% er mitt tips, og vi kan se frem til fortsatt noen år med bwe aksjer i utbytte fra BWO.
Når og hvis BWGroup krysser 50% så får vi ta dette på nytt, men det blir forhåpentligvis til en helt annen kurs.
60-100 så skal jeg vurdere å selge jeg og.
Har du ikke lest børsmeldingene?
BWGroup anbefaler ikke aksjonærene i BWE å godta budet.
BWE anbefaler ikke aksjonærene å godta budet.
Så her er alle enig i at budet er for lavt, selv budgiver sier jo det. Så hva er problemet?
Noen vil alltid selge, og de som kjøper nå er de som har til hensikt å få noen % risikofri avkastning.
Så BWGroup kommer nok opp i 43-45% er mitt tips, og vi kan se frem til fortsatt noen år med bwe aksjer i utbytte fra BWO.
Når og hvis BWGroup krysser 50% så får vi ta dette på nytt, men det blir forhåpentligvis til en helt annen kurs.
60-100 så skal jeg vurdere å selge jeg og.
Fluefiskeren
15.12.2023 kl 17:21
8236
« Kudu Gas: A Transformative Leap for Namibia Towards Energy Independence
Expected to start commercial production in 2026, the Kudu Conventional Gas Development in Namibia’s Orange Basin is poised to be a game changer for the country’s energy sector. Last month, the government announced plans to collaborate with oil and gas supermajors TotalEnergies and Shell, alongside Kudu field operator, BW Energy, to facilitate a joint development plan for the asset.
The joint development plan will unite the technical capabilities of TotalEnergies, Shell and BW Energy to optimize the extraction and utilization of the Kudu field’s 1.3 trillion cubic feet (tcf) of natural gas. In addition to these proven reserves, TotalEnergies and Shell have made a series of significant discoveries in the deepwater section of the Orange Basin, identifying up to 8.7 tcf of gas and 11 billion barrels of oil.
Representing an $880-million investment, the Kudu Conventional Gas Development is currently in its Front-End Engineering and Design phase, with the Final Investment Decision expected in 2024. In October 2021, BW Energy acquired a semi-submersible rig – the West Leo – from offshore drilling company Aquadrill LLC, which is targeted for use as a production unit at the Kudu gas field. In May 2022, the company acquired additional 2D seismic data and is currently reviewing geophysical and well data from previous exploration activities to further identify additional exploration targets.«
https://energycapitalpower.com/kudu-gas-a-transformative-leap-for-namibia-towards-energy-independence/
Expected to start commercial production in 2026, the Kudu Conventional Gas Development in Namibia’s Orange Basin is poised to be a game changer for the country’s energy sector. Last month, the government announced plans to collaborate with oil and gas supermajors TotalEnergies and Shell, alongside Kudu field operator, BW Energy, to facilitate a joint development plan for the asset.
The joint development plan will unite the technical capabilities of TotalEnergies, Shell and BW Energy to optimize the extraction and utilization of the Kudu field’s 1.3 trillion cubic feet (tcf) of natural gas. In addition to these proven reserves, TotalEnergies and Shell have made a series of significant discoveries in the deepwater section of the Orange Basin, identifying up to 8.7 tcf of gas and 11 billion barrels of oil.
Representing an $880-million investment, the Kudu Conventional Gas Development is currently in its Front-End Engineering and Design phase, with the Final Investment Decision expected in 2024. In October 2021, BW Energy acquired a semi-submersible rig – the West Leo – from offshore drilling company Aquadrill LLC, which is targeted for use as a production unit at the Kudu gas field. In May 2022, the company acquired additional 2D seismic data and is currently reviewing geophysical and well data from previous exploration activities to further identify additional exploration targets.«
https://energycapitalpower.com/kudu-gas-a-transformative-leap-for-namibia-towards-energy-independence/
OGtourist
15.12.2023 kl 13:21
8263
As a major shareholder, they have had that right before this mandatory offer. There is a huge difference between having a right and showing the will.
hulabalula
15.12.2023 kl 13:17
4680
Jep, det gør det ved 50%. Endnu en årsag til at BWG næppe er interesseret i mange aktier for det vil give os en ny forlængelse af optionsperioden.
5.6 Repeated mandatory offer obligation
As of the date of this Offer Document, the Offeror holds Shares corresponding to 40.00% of the total outstanding
share capital and voting rights in the Company.
Pursuant to section 6-6 of the Norwegian Securities Trading Act, any person, entity, or consolidated group that
owns shares representing more than 1/3 of the votes in a company listed on a Norwegian regulated market is
obliged to make an offer to purchase the remaining shares of the company if the person, entity or consolidated
group through acquisition becomes the owner of shares representing 40% or more of the votes in the company
(repeated mandatory offer obligation). The same applies correspondingly if the person, entity, or consolidated
group through acquisition becomes the owner of shares representing 50% or more of the votes in the company.
The mandatory offer obligation ceases to apply if the person, entity, or consolidated group sells the portion of
the shares which exceeds the relevant threshold within four weeks of the date on which the mandatory offer
obligation was triggered.
Since the Offeror has now become the owner of Shares representing more than 40% of the voting rights in the
Company, the Offeror will not be required under chapter 6 of the Norwegian Securities Trading Act to make any
new mandatory offers as a result of acquiring further Shares following completion of the Offer, unless the Offer
results in the Offeror becoming the owners of Shares representing less than 50% of the votes in the Company
and the Offeror subsequently (and unrelated to the Offer) becomes the owner of Shares representing 50% or
more of the votes in the Company.
5.6 Repeated mandatory offer obligation
As of the date of this Offer Document, the Offeror holds Shares corresponding to 40.00% of the total outstanding
share capital and voting rights in the Company.
Pursuant to section 6-6 of the Norwegian Securities Trading Act, any person, entity, or consolidated group that
owns shares representing more than 1/3 of the votes in a company listed on a Norwegian regulated market is
obliged to make an offer to purchase the remaining shares of the company if the person, entity or consolidated
group through acquisition becomes the owner of shares representing 40% or more of the votes in the company
(repeated mandatory offer obligation). The same applies correspondingly if the person, entity, or consolidated
group through acquisition becomes the owner of shares representing 50% or more of the votes in the company.
The mandatory offer obligation ceases to apply if the person, entity, or consolidated group sells the portion of
the shares which exceeds the relevant threshold within four weeks of the date on which the mandatory offer
obligation was triggered.
Since the Offeror has now become the owner of Shares representing more than 40% of the voting rights in the
Company, the Offeror will not be required under chapter 6 of the Norwegian Securities Trading Act to make any
new mandatory offers as a result of acquiring further Shares following completion of the Offer, unless the Offer
results in the Offeror becoming the owners of Shares representing less than 50% of the votes in the Company
and the Offeror subsequently (and unrelated to the Offer) becomes the owner of Shares representing 50% or
more of the votes in the Company.
cinet
15.12.2023 kl 12:51
4620
Noen som fikk med seg hvilket meglerhus som kjøpte de 250k aksjene som medførte at de bikket 40% med vilje?
Noen som fikk med seg hvilket mwglerhus som kjøpte med begge hender i går ?
Regner med aller fleste vil sitte stille i båten frem til 11.januar, og vente på Good News fra Gabon,Brazil og kudu. Regner også med at svært få vil sende inn aksept før de vet status 11.januar . Registrerer at noen har mistet tilliten til bwe/bwo/bwg, men det synes å være basert på en sutre investors betrakninger . ( som blamerer med en artikkel i FA)
Noen som fikk med seg hvilket mwglerhus som kjøpte med begge hender i går ?
Regner med aller fleste vil sitte stille i båten frem til 11.januar, og vente på Good News fra Gabon,Brazil og kudu. Regner også med at svært få vil sende inn aksept før de vet status 11.januar . Registrerer at noen har mistet tilliten til bwe/bwo/bwg, men det synes å være basert på en sutre investors betrakninger . ( som blamerer med en artikkel i FA)
cinet
15.12.2023 kl 12:36
4632
Som «utlendingen» skriver . Det hele er et pek overfor en regid OB, som «tvang» dem til å legge inn et bud . De skriver direkte at de ikke ønsker at private investorer skal takke ja. I tilbudet tar de selvfølgelig med at de ved overtagelse vil avnotere, men det blir et hypotetisk scenarium.
Ledelsen i BWE har gjentatte ganger imøtegått sutrekoppen (investoren) som mente de leverte skittpakke mot aeg selv og aksjekursen under fremleggelsen av 3q.
Her blir det en sprut av inntekter i 2024 og 2025.
Noen som vet , opp mot Bermuda regler, om neste budplikt inntrer ved 50% ??
Ledelsen i BWE har gjentatte ganger imøtegått sutrekoppen (investoren) som mente de leverte skittpakke mot aeg selv og aksjekursen under fremleggelsen av 3q.
Her blir det en sprut av inntekter i 2024 og 2025.
Noen som vet , opp mot Bermuda regler, om neste budplikt inntrer ved 50% ??
Redigert 15.12.2023 kl 12:39
Du må logge inn for å svare
Foreigner
15.12.2023 kl 11:42
4696
Read like this: "and hopes that BW Energy shareholders with a long-term perspective will continue to support the Company through joint ownership in the future." :)
gunnarius you know perfectly well they have to mention all these things on the offer:)
gunnarius you know perfectly well they have to mention all these things on the offer:)
gunnarius
15.12.2023 kl 11:15
4773
How to read as follows: .
"The Offeror has also reserved the right to propose
to the general meeting of the Company that an application is filed with Oslo Stock Exchange to de-list
the shares of the Company following completion of the Offer ...."
An application to de-list tor fun?
"The Offeror has also reserved the right to propose
to the general meeting of the Company that an application is filed with Oslo Stock Exchange to de-list
the shares of the Company following completion of the Offer ...."
An application to de-list tor fun?
Redigert 15.12.2023 kl 11:15
Du må logge inn for å svare
hulabalula
15.12.2023 kl 10:41
4840
All intentions have become clear with today's announcement and STILL the market clowns offers a free option :D All hail the efficient market hypothesis!
OGtourist
15.12.2023 kl 09:49
4835
They had to make the offer if BWO's dividend policy is to continue as is today, so the BWG can receive shares from BWE that are distributed as in-kind dividend. They didn't want to make the offer and requested a waiver that was denied to them. This offer is costing the BWG some money, not only for the regulatory paperwork but for the guarantee of more than NOK 4 bn it had to provide. Once this is over, they would be obliged to make another offer is they reach the 50% ownership after the offer is completed.
Please, keep your shares!!!
Please, keep your shares!!!
OGtourist
15.12.2023 kl 09:45
4840
Facts don't sustain this bold claim: "BWG wants to de-list BWE" BWG has stated in the offer document that they DON'T WANT SHAREHOLDERS TO ACCEPT THE OFFER. I don't understand how anyone can make such misleading statement.
Bullmarked
15.12.2023 kl 09:02
4873
"Etter at BW Group flagget over 40 prosent i BW Energy hadde de to valg. Enten legge inn et pliktig bud eller redusere posisjonen til under 40 prosent"
Skal man forstå dette som at dersom de ikke får aksept er eneste valg å selge seg under grensen, eller kan man slå seg til ro med at et bud er gitt og fortsette med å øke over grensen?
Skal man forstå dette som at dersom de ikke får aksept er eneste valg å selge seg under grensen, eller kan man slå seg til ro med at et bud er gitt og fortsette med å øke over grensen?
Foreigner
15.12.2023 kl 08:57
4778
You are forgetting BWG made an application so they would not have to make this offer. They do not want to make this offer, they were forced to do it. They have to put all those statements and right reservations on the offer documents, it is a requirement.
Redigert 15.12.2023 kl 08:58
Du må logge inn for å svare
gunnarius
15.12.2023 kl 08:53
4765
For meg virker det som om den interne krigen i BW-systemet virkelig har begynt. For betydningen av og hensikten de-listing er langt mer enn regulativt spill. BWG ønsker de-listing av BWE og da blir det neste spørsmålet - fragmenteres dette BW-konglomeratet?
The Offeror has also reserved the right to propose
to the general meeting of the Company that an application is filed with Oslo Stock Exchange to de-list
the shares of the Company following completion of the Offer depending on the number of shares
acquired by BW Group (any application to de-list, if resolved and made, will however remain subject to
a decision by Oslo Børs).
Tror ikke CEO Arnet i BWE vs. Sohmen-Paos - kommer til å sitte rolig. Ser mer for meg en konfrontasjon.
The Offeror has also reserved the right to propose
to the general meeting of the Company that an application is filed with Oslo Stock Exchange to de-list
the shares of the Company following completion of the Offer depending on the number of shares
acquired by BW Group (any application to de-list, if resolved and made, will however remain subject to
a decision by Oslo Børs).
Tror ikke CEO Arnet i BWE vs. Sohmen-Paos - kommer til å sitte rolig. Ser mer for meg en konfrontasjon.
Redigert 15.12.2023 kl 08:55
Du må logge inn for å svare
gunnarius
15.12.2023 kl 08:20
4860
Som jeg for litt siden viste til, er f.eks. boreprogram for Golfinho utvidet vs. hva BWE har guidet
Maromba funding-pakken kommer mest sannsynlig innen Q1
Hercules borer for Galp, Namibia. BWE (Kudu) kommer med mer info seismikk og prospekt (olje og gass) utover i 2024.
Block BM-ES-23 skal - gitt info i media er riktig, innleveres (kommersialitetserklæring) til ANP 29- des. BWE har økt eierandelen og er operatør.
Det er så fryktelig store verdier i de assets som BWE har kontroll på og eier, at BWG gruppens tilbud egentlig representerer et ran på høylys dag.
Får inderlig håpe at BWO kjenner sin plass og mandat og ikke lager krøll her. BWE anbefales på det sterkeste å videre utvikle hva som allerede er påbegynt og hvor mye er på oppløpssiden.
Jeg tror faktisk at CEO og styreformann i PEN sitt innsidekjøp indirekte kan vinkles mot god progress ESP-problematikken (Hibiscus).
Maromba funding-pakken kommer mest sannsynlig innen Q1
Hercules borer for Galp, Namibia. BWE (Kudu) kommer med mer info seismikk og prospekt (olje og gass) utover i 2024.
Block BM-ES-23 skal - gitt info i media er riktig, innleveres (kommersialitetserklæring) til ANP 29- des. BWE har økt eierandelen og er operatør.
Det er så fryktelig store verdier i de assets som BWE har kontroll på og eier, at BWG gruppens tilbud egentlig representerer et ran på høylys dag.
Får inderlig håpe at BWO kjenner sin plass og mandat og ikke lager krøll her. BWE anbefales på det sterkeste å videre utvikle hva som allerede er påbegynt og hvor mye er på oppløpssiden.
Jeg tror faktisk at CEO og styreformann i PEN sitt innsidekjøp indirekte kan vinkles mot god progress ESP-problematikken (Hibiscus).
Redigert 15.12.2023 kl 08:22
Du må logge inn for å svare
Foreigner
15.12.2023 kl 08:00
4923
Arnet is now on clock to announce positive news before 12th of January.
gunnarius
15.12.2023 kl 07:57
4934
The members of the Board and management who own shares in the Company have informed that they
do not intend to accept the Offer.
Dvs. også CEO Arnet avviser tilbudet.
. In the event that BW Group acquires 75% or more of the shares and votes in BW Energy, BW
Group may decide upon matters requiring 75% majority pursuant to the Bermuda Companies Act and
the Company's bye-laws, including amalgamation. The Offeror has also reserved the right to propose
to the general meeting of the Company that an application is filed with Oslo Stock Exchange to de-list
the shares of the Company following completion of the Offer depending on the number of shares
acquired by BW Group (any application to de-list, if resolved and made, will however remain subject to
a decision by Oslo Børs). Reference is made to the Offer Document for further details.
do not intend to accept the Offer.
Dvs. også CEO Arnet avviser tilbudet.
. In the event that BW Group acquires 75% or more of the shares and votes in BW Energy, BW
Group may decide upon matters requiring 75% majority pursuant to the Bermuda Companies Act and
the Company's bye-laws, including amalgamation. The Offeror has also reserved the right to propose
to the general meeting of the Company that an application is filed with Oslo Stock Exchange to de-list
the shares of the Company following completion of the Offer depending on the number of shares
acquired by BW Group (any application to de-list, if resolved and made, will however remain subject to
a decision by Oslo Børs). Reference is made to the Offer Document for further details.
Redigert 15.12.2023 kl 07:59
Du må logge inn for å svare
Foreigner
15.12.2023 kl 07:54
4959
https://www.bwenergy.no/press-releases/2023/bw-energy--board-statement-on-the-mandatory-offer-for-all-shares-in-bw-energy-from-bw-group/
There is no way BWO board can accept this offer now the BWE and Pareto has said it is not fair. BWO accepting this offer would mean selling BWE shares at discount to BWG and as such placing the other shareholders in BWO in very unfair position as they would loose assets below fair value.
This whole thing is something BWG was forced to do based on rules of Oslo Exchange. BWG sought exception for not having to do this and it was rejected. BWG does not want anyone to accept this offer. Simple as that.
There is no way BWO board can accept this offer now the BWE and Pareto has said it is not fair. BWO accepting this offer would mean selling BWE shares at discount to BWG and as such placing the other shareholders in BWO in very unfair position as they would loose assets below fair value.
This whole thing is something BWG was forced to do based on rules of Oslo Exchange. BWG sought exception for not having to do this and it was rejected. BWG does not want anyone to accept this offer. Simple as that.
Redigert 15.12.2023 kl 07:57
Du må logge inn for å svare
inference
15.12.2023 kl 07:49
4936
Og: budet er under fair value. Hilsen Pareto.
Ingen i styret eller management i BWE ønsker å selge aksjer.
Men likviditeten vil gå ned pga. en stor eier som blir større og BWO vil kunne akseptere dette tilbudet.
Gjør de det mon tro? Har ikke de mer enn tilstrekkelig cash og benytter utdeling av aksjer som en måte å komme unna covenants i det irriterende konvertible lånet.
Ingen i styret eller management i BWE ønsker å selge aksjer.
Men likviditeten vil gå ned pga. en stor eier som blir større og BWO vil kunne akseptere dette tilbudet.
Gjør de det mon tro? Har ikke de mer enn tilstrekkelig cash og benytter utdeling av aksjer som en måte å komme unna covenants i det irriterende konvertible lånet.
Ratta
15.12.2023 kl 07:40
4969
The Board is of the view that the longer term value potential of the Company is greater than what is reflected in the Offer Price. Accordingly, the shareholders focusing on the longer term value potential of the Company should not accept the Offer.
Fluefiskeren
14.12.2023 kl 18:58
5249
Voldsom omsetning i dag med 3,14 millioner aksjer. Ser ut til at vi må helt tilbake til begynnelsen av 2022 for å finne høyere.