BWE. Fremtiden er rosenrĂžd.
Forrige trÄd 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 produksjonsbrÞnner er boret med godt resultat i Gabon og tre gjenstÄr. KjÞp av asset i Brasil venter pÄ godkjennelse som kan komme nÄr som helst.
Og gassfeltet, Kudu, kan bli mye stĂžrre 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 stĂžrre 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 mÄ logge inn for Ä svare
OGtourist
15.12.2023 kl 13:21
7990
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.
Fluefiskeren
15.12.2023 kl 17:21
7962
« Kudu Gas: A Transformative Leap for Namibia Towards Energy Independence
Expected to start commercial production in 2026, the Kudu Conventional Gas Development in Namibiaâs Orange Basin is poised to be a game changer for the countryâs 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 fieldâs 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 â the West Leo â 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 Namibiaâs Orange Basin is poised to be a game changer for the countryâs 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 fieldâs 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 â the West Leo â 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/
oto1
16.12.2023 kl 01:51
7738
Hvorfor i all verdens navn skal det bli en konfrontasjon?
Har du ikke lest bĂžrsmeldingene?
BWGroup anbefaler ikke aksjonĂŠrene i BWE Ă„ godta budet.
BWE anbefaler ikke aksjonĂŠrene Ă„ godta budet.
SĂ„ her er alle enig i at budet er for lavt, selv budgiver sier jo det. SĂ„ hva er problemet?
Noen vil alltid selge, og de som kjÞper nÄ er de som har til hensikt Ä fÄ noen % risikofri avkastning.
SĂ„ BWGroup kommer nok opp i 43-45% er mitt tips, og vi kan se frem til fortsatt noen Ă„r med bwe aksjer i utbytte fra BWO.
NÄr og hvis BWGroup krysser 50% sÄ fÄr vi ta dette pÄ nytt, men det blir forhÄpentligvis til en helt annen kurs.
60-100 sÄ skal jeg vurdere Ä selge jeg og.
Har du ikke lest bĂžrsmeldingene?
BWGroup anbefaler ikke aksjonĂŠrene i BWE Ă„ godta budet.
BWE anbefaler ikke aksjonĂŠrene Ă„ godta budet.
SĂ„ her er alle enig i at budet er for lavt, selv budgiver sier jo det. SĂ„ hva er problemet?
Noen vil alltid selge, og de som kjÞper nÄ er de som har til hensikt Ä fÄ noen % risikofri avkastning.
SĂ„ BWGroup kommer nok opp i 43-45% er mitt tips, og vi kan se frem til fortsatt noen Ă„r med bwe aksjer i utbytte fra BWO.
NÄr og hvis BWGroup krysser 50% sÄ fÄr vi ta dette pÄ nytt, men det blir forhÄpentligvis til en helt annen kurs.
60-100 sÄ skal jeg vurdere Ä selge jeg og.
Foreigner
18.12.2023 kl 11:17
7155
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"
Fluefiskeren
18.12.2023 kl 14:21
6939
Stor oppgang i oljeprisen nÄ. Nesten to dollar pr. fat pÄ et par-tre timer nÄ. Selvsagt grunnet Jemen og RÞdehavet. Hvis dette fortsetter er det jo litt dumt for de som sitter i aksjen med «lÄst» kurs.
Men hÞyere oljepris er selvsagt positivt for BWE ogsÄ.
Men hÞyere oljepris er selvsagt positivt for BWE ogsÄ.
oto1
18.12.2023 kl 14:29
6915
Hva er det som er lÄst i bwe da?
Ingenting i veien for at den kan stÄ i 30 i morgen.
Det er jo bare opp til aksjonĂŠrene og hvilken kurs de er villig Ă„ selge til.
Ingenting i veien for at den kan stÄ i 30 i morgen.
Det er jo bare opp til aksjonĂŠrene og hvilken kurs de er villig Ă„ selge til.
Fluefiskeren
18.12.2023 kl 14:37
6907
De er lÄst til 27 kr. Ser jo det tydelig i dag. Som alle andre dager etter denne hendelsen, men det kan selvsagt gÄ begge veier.
oto1
18.12.2023 kl 15:07
6852
Nei, det kan ikke gÄ begge veier.
Nedsiden er svÊrt begrenset inntil budet gÄr ut, men det er ingenting som stopper oppsiden annet enn aksjonÊrers iver etter Ä selge seg ut.
Jeg for min del er overrasket over at sÄpass mange ser ut til Ä vÊre fornÞyd med 26.80-26,95, men ikke noe jeg styrer eller tenker Ä bry meg om.
Nedsiden er svÊrt begrenset inntil budet gÄr ut, men det er ingenting som stopper oppsiden annet enn aksjonÊrers iver etter Ä selge seg ut.
Jeg for min del er overrasket over at sÄpass mange ser ut til Ä vÊre fornÞyd med 26.80-26,95, men ikke noe jeg styrer eller tenker Ä bry meg om.
Fluefiskeren
18.12.2023 kl 15:09
6863
Jeg mente at det betyr at oljeprisen ogsÄ kan gÄ ned uten at det pÄvirker kursen til BWE. Derfor begge veier.
JUICEitUP
18.12.2023 kl 15:16
6839
Det er helt Äpenbart at budet pÄvirkere kjÞpsiveren. Ikke en kjeft som tÞr Ä dra denne noe sÊrlig over 27 fÞr budet utlÞper. Plutselig fÄr de sÄ stor aksept at det inntrer krav om tvangsinnlÞsning og da mÄ "dyre" aksjer kjÞpt over 27 selges til 27. I tillegg har Sohmen radert bort det lille av tillit som fantes her sÄ det er masse risiko rundt andre krumspring fra den kanten. Da kjÞper ikke folk aksjer, men skygger banene.
Inntil budet utlĂžper er jeg derimot enig i at nedsiden er tilnĂŠrmet null.
Inntil budet utlĂžper er jeg derimot enig i at nedsiden er tilnĂŠrmet null.
Fluefiskeren
19.12.2023 kl 01:17
6634
UK oil and gas company Tower Resources has hired Borr Drillingâs 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
inference
19.12.2023 kl 08:05
6504
Noen som skjÞnner meldingen pÄ newsweb?
8 aksjer solgt? đđ
8 aksjer solgt? đđ
cinet
19.12.2023 kl 17:34
6317
BÄde 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.
Foreigner
19.12.2023 kl 19:39
6215
This is a pretty entertaining way to let market know that Andreas does not want anyone to accept:)))
oto1
19.12.2023 kl 23:00
6056
Ah, da skjĂžnner jeg hva du mente.
NÄ fÄr vi se om det kommer en oppdatering fÞr budfristen gÄr ut. Det bÞr jo vÊre en, kanskje 2 brÞnner til i produksjon fÞr det, og vi nÊrmer oss 40k uavhengig av om esp'ene er fikset eller ei.
NÄ fÄr vi se om det kommer en oppdatering fÞr budfristen gÄr ut. Det bÞr jo vÊre en, kanskje 2 brÞnner til i produksjon fÞr det, og vi nÊrmer oss 40k uavhengig av om esp'ene er fikset eller ei.
Fluefiskeren
20.12.2023 kl 12:24
5857
Her er en som kaller seg Valueinvestor 101 sitt syn pÄ selskapet. Temmelig kritisk og tar frem ting mange av oss har reagert pÄ. Nevner hva som ble sagt fÞr 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 âAs 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.â 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 canât 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 âup yoursâ 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 donât 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, theyâll buy their shares. But I donât 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 âAs 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.â 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 canât 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 âup yoursâ 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 donât 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, theyâll buy their shares. But I donât 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/
hatitchi
20.12.2023 kl 19:30
5733
Hva er det du snakker om? Hvor er det Andreas har "solgt" 8 aksjer?
cinet
20.12.2023 kl 20:02
5713
Det var et svar, til en som lurte. Andreas har gitt aksept til Ă„ avhende 8 aksjer i BWE. Dette er igjen et pek til et rigid og formalistisk OB. Les tilbudsdokumentet, sĂ„ skjĂžnner de fleste at dette er et framtvunget bud som BWG Ăžnsker Ă„ ikke lyktes med. 8 aksjer ble sĂ„gar meldepliktig fordi han er styreformann, noe som ogsĂ„ mĂ„ anses som et pek til OBâŠâŠ
hatitchi
20.12.2023 kl 21:26
5701
Dere mÄ i sÄ fall pÄ lesekurs. Andreas har ikke solgt en eneste aksje i BWE, i sÄ fall hadde det opplyst at det var han, samt "disposal of shares/sale" som Ärsak.
BW Group har meldt at de har mottatt aksept pÄ kjÞp av 8 aksjer. Hvem det er som har bedt BW Group om Ä kjÞpe aksjene, er ikke opplyst.
Andreas Sohmen-Pao er bare nevnt i meldingen ford BW Group er nÊrstÄende til han, og han er primÊrinnsider i BW Energy. FÞlgelig mÄ alle aksepter BW Group fÄr fra aksjonÊrer bÞrsmeldes. Dette vil det komme mange flere meldinger om hvis kursen holder seg her nede eller faller videre ned frem mot utlÞpet av tilbudsperioden.
SelvfÞlgelig gir man ikke aksjene sine til BW Group nÄ, nÄr den fortsatt har mulighet til Ä gÄ over tilbudskursen.
BW Group har meldt at de har mottatt aksept pÄ kjÞp av 8 aksjer. Hvem det er som har bedt BW Group om Ä kjÞpe aksjene, er ikke opplyst.
Andreas Sohmen-Pao er bare nevnt i meldingen ford BW Group er nÊrstÄende til han, og han er primÊrinnsider i BW Energy. FÞlgelig mÄ alle aksepter BW Group fÄr fra aksjonÊrer bÞrsmeldes. Dette vil det komme mange flere meldinger om hvis kursen holder seg her nede eller faller videre ned frem mot utlÞpet av tilbudsperioden.
SelvfÞlgelig gir man ikke aksjene sine til BW Group nÄ, nÄr den fortsatt har mulighet til Ä gÄ over tilbudskursen.
oto1
20.12.2023 kl 23:04
6017
I BWE tror jeg sokkerĂžyking er en utbredt hobby.
NÄ griner man Ä vurderer Ä godta et bud pÄ 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 Ă„ vente noen Ă„r? Eller har dere hastverk med noe?
NÄ griner man Ä vurderer Ä godta et bud pÄ 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 Ă„ vente noen Ă„r? Eller har dere hastverk med noe?
Ro
21.12.2023 kl 09:25
5868
Oto1
Takk for fint oppsett. Viktig Ä fÄ tall fram for Ä se helheten bedre.
Synes ofte det bare snakkes om inntekter.. nÄ er det vel Ä utgifter.. sÄ viser siste tallene bunnlinjen etter alle utgifter betalt ?
Takk for fint oppsett. Viktig Ä fÄ tall fram for Ä se helheten bedre.
Synes ofte det bare snakkes om inntekter.. nÄ er det vel Ä utgifter.. sÄ viser siste tallene bunnlinjen etter alle utgifter betalt ?
hulabalula
21.12.2023 kl 09:32
5949
Er selv rimelig sikker pÄ at mÄden de fleste af os kan skabe regelmÊssig alfa pÄ er ved at vÊre tÄlmodig i aktier hvor prisen reflekterer en for negativ opfattelse af diverse vÊgtede scenarier.
VÊr arrogant og tro pÄ at du er bedre end markedet langsigtet, men ydmyg kortsigtet. Kortsigtede trades er det fÄ af os som bemestrer, mens det lange game er uendeligt meget lettere.
Mht til tallene sÄ tror jeg pÄ mellem 500-600 MUSD i cash generation (fÞr nye investeringer) for 2024 og noget lignende i 2025.
VÊr arrogant og tro pÄ at du er bedre end markedet langsigtet, men ydmyg kortsigtet. Kortsigtede trades er det fÄ af os som bemestrer, mens det lange game er uendeligt meget lettere.
Mht til tallene sÄ tror jeg pÄ mellem 500-600 MUSD i cash generation (fÞr nye investeringer) for 2024 og noget lignende i 2025.
Redigert 21.12.2023 kl 09:36
Du mÄ logge inn for Ä svare
oto1
21.12.2023 kl 09:55
6028
Nettoresultat har lite med utgifter Ă„ gjĂžre.
Nettoresultat kan vĂŠre hĂžy selv om cashflow er lav, og omvendt.
Dette pga investeringer som har lite Ă„ si for bunnlinjen, men mye Ă„ si for cashflow.
Utgifter ifm drift er tatt med i driftsresultat. SÄ driftsresultat forteller hvordan den daglige driften gÄr.
I tillegg kommer det finansielle poster og admin kostnader samt skatt som pÄvirker nettoresultatet.
Men BWE vil jo ha noen stÞrre investeringer Ä ta fremover for Ä fÄ Maromba og Kudu i produksjon.
SÄ det betyr ikke at bwe vil svÞmme i cash selv om revenue/driftsresultat og netto blir svÊrt bra fremover, men det betyr at de trenger Ä ta opp mindre lÄn, evt klarer utbygginger med cash fra drift.
Man kan gjĂžre mye med 5-600 mill usd i Ă„ret, men det blir ikke 10 kr i utbytter med det fĂžrste.
Nettoresultat kan vĂŠre hĂžy selv om cashflow er lav, og omvendt.
Dette pga investeringer som har lite Ă„ si for bunnlinjen, men mye Ă„ si for cashflow.
Utgifter ifm drift er tatt med i driftsresultat. SÄ driftsresultat forteller hvordan den daglige driften gÄr.
I tillegg kommer det finansielle poster og admin kostnader samt skatt som pÄvirker nettoresultatet.
Men BWE vil jo ha noen stÞrre investeringer Ä ta fremover for Ä fÄ Maromba og Kudu i produksjon.
SÄ det betyr ikke at bwe vil svÞmme i cash selv om revenue/driftsresultat og netto blir svÊrt bra fremover, men det betyr at de trenger Ä ta opp mindre lÄn, evt klarer utbygginger med cash fra drift.
Man kan gjĂžre mye med 5-600 mill usd i Ă„ret, men det blir ikke 10 kr i utbytter med det fĂžrste.
solb
21.12.2023 kl 12:10
5920
Eierstrukturen i BWE er blitt helt Þdeleggende for selskapet. Jeg har tatt konsekvensen av det og gÄtt ut med halvparten av innehavet. GÄr istedet inn i PNOR og mer PEN.
Redigert 21.12.2023 kl 12:50
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Fluefiskeren
21.12.2023 kl 12:48
5986
Velkommen til PNOR (regner med at det er den du mener). Der er ikke akkurat stemningen pÄ topp. Det mÄ vel vÊre det lavest prisede oljeselskap pÄ OB sett i forhold til det fundamentale, men en gang mÄ det vel snu.
solb
21.12.2023 kl 12:54
6000
Trykkleifen var ute. Som du nevner, er det nettopp derfor jeg gÄr inn. Ser ut til at selskapet er pÄ vei til en snarlig dobling? Har fÄtt mye ufortjent pryl.
solb
21.12.2023 kl 13:03
6050
Viktig Ä sitte fullt lastet i aksjer over nyttÄr. Tror det kan bli et vanvittig rush etter aksjer pÄ nyÄret. Dessuten er det skattefordel fremdeles.
hulabalula
21.12.2023 kl 13:32
6138
"Eierstrukturen i BWE er blitt helt Ăždeleggende for selskapet."
Du bruger kursen til at komme frem til den konklusion. Hvad nu hvis jeg siger at ejerstrukturen ikke er en bagdel, men en fordel?
Du bruger kursen til at komme frem til den konklusion. Hvad nu hvis jeg siger at ejerstrukturen ikke er en bagdel, men en fordel?
Fluefiskeren
21.12.2023 kl 15:09
6107
BWE sitt styre og ledelse er sterkt preget av BWO. En overvekt av dem kommer derfra. Disse har ikke E&P erfaring og jeg tror selskapet lider under det. Kontrasten til PEN er stor. Her har mange erfaringer fra andre E&P selskaper. Kan jo nevne navn som Sannes, Soden og Herger i styre og Hamilton og Morton i management.
Synes det er altfor tette bÄnd mellom BWE, BWO og BW Group. Jeg fikk fÞlelsen av at vi er en brikke i noe stÞrre og valgte ogsÄ Ä selge meg ut.
Synes det er altfor tette bÄnd mellom BWE, BWO og BW Group. Jeg fikk fÞlelsen av at vi er en brikke i noe stÞrre og valgte ogsÄ Ä selge meg ut.
Fluefiskeren
22.12.2023 kl 11:32
5842
Mange likheter til kjĂžpet av Golfhino
https://www.offshore-energy.biz/enauta-buys-two-petrobras-fields-and-associated-infrastructure/
https://www.offshore-energy.biz/enauta-buys-two-petrobras-fields-and-associated-infrastructure/
XO
22.12.2023 kl 18:36
5683
Chairman of the Board of Directors of BW Energy Limited, Andreas Sohmen-Pao selger mer. Denne gangen 28,088 aksjer. Hva er motivet for det????
inference
22.12.2023 kl 19:09
5745
Ulike aksjonĂŠrer (lang liste med aksepter av mindre poster) som selger đ
Ro
23.12.2023 kl 11:11
5533
Lurer ogsÄ pÄ det ??
En ting er at han solgte 8 aksjer som ett pek tuOslo bĂžrs..
Men dette er jo litt annet.
Noen som har en fornuftig formening om det ?
En ting er at han solgte 8 aksjer som ett pek tuOslo bĂžrs..
Men dette er jo litt annet.
Noen som har en fornuftig formening om det ?
Redigert 23.12.2023 kl 11:19
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Foreigner
23.12.2023 kl 11:35
5569
It is not Andreas who has sold. It is other shareholders. If you look at the list on Page 2 you will see it is very small posts. These are the only ones who have up to now accepted. The list will be updated. So up to now 0.01% of the shares.
Fluefiskeren
23.12.2023 kl 12:19
5534
La inn denne pÄ PEN-trÄden. Selv om jeg ikke er aksjonÊr i BWE lenger legger jeg den ogsÄ inn her. Er fra Upstreamartikkelen tydeligvis ingen hadde adgang til
« Problems with the pumps first came to light this August in the DHIBM-4H well, since then other wells were also found to have been affected.
Initial work saw the ESPs re-started in mid-October, driving production to some 40,000 bpd, but BW Energy said the problem persists and continues to adversely impact well output.
Commenting on the issue, BW Energy chief operating officer Lin Espey told analysts that the affected ESPs are âa relatively new product lineâ, but remarked: âItâs not unheard of with new product lines of ESPs [for there] to be some issues to sort through.â
To get to the heart of the problem, he said the company is in talks with other oil companies that are also using these ESPs.
âWeâre working with other operators, and one of them is a major whoâs installed the same product line. Weâre have dialogue with them [and] weâve also brought in external advisers.
âWeâre doing a whole holistic review of the systems, starting with the topsides electrical systems. Weâre confident in the end weâll get it all sorted out,â Espey said.
The next step is to start doing more diagnostics of the ESPs which will involve retrieving them from wells during workover operations.
Arnet said it is too early to know when this issue might be fully resolved.
âUntil we have found a root cause and identified a permanent solution, itâs a bit difficult to speculate. But we do expect to solve the problems and absolutely expect this is a technical issue that will be resolved.â
Despite these issues, Arnet said the Hibiscus reservoir is âperforming very well and above expectations when the ESPs are workingâ, stressing that the problem is only deferring production.
Asked by an analyst about potential insurance claims, he remarked that while the ESP equipment cost is ânot insignificantâ, BW Energyâs current focus is more on how resolving the issues will affect the ongoing development drilling programme.
âAt this stage, itâs not the equipment cost, itâs the time.â
Dussafu partner Panoro Energy said today in its third-quarter statement that: âIn order to resolve the continuing electrical integrity issues over the longer term, a programme of diagnosis, repair and replacement of the ESPs is under way.â
US-based Baker Hughes declined to answer specific questions about the ESP issues.
A spokesperson said: âBaker Hughes is working closely with our customer, and we are committed to ensuring high quality and reliability. We remain confident in our product and strong track record of successfully deployed systems and the value this has brought our customers globally.â(Copyright)»
« Problems with the pumps first came to light this August in the DHIBM-4H well, since then other wells were also found to have been affected.
Initial work saw the ESPs re-started in mid-October, driving production to some 40,000 bpd, but BW Energy said the problem persists and continues to adversely impact well output.
Commenting on the issue, BW Energy chief operating officer Lin Espey told analysts that the affected ESPs are âa relatively new product lineâ, but remarked: âItâs not unheard of with new product lines of ESPs [for there] to be some issues to sort through.â
To get to the heart of the problem, he said the company is in talks with other oil companies that are also using these ESPs.
âWeâre working with other operators, and one of them is a major whoâs installed the same product line. Weâre have dialogue with them [and] weâve also brought in external advisers.
âWeâre doing a whole holistic review of the systems, starting with the topsides electrical systems. Weâre confident in the end weâll get it all sorted out,â Espey said.
The next step is to start doing more diagnostics of the ESPs which will involve retrieving them from wells during workover operations.
Arnet said it is too early to know when this issue might be fully resolved.
âUntil we have found a root cause and identified a permanent solution, itâs a bit difficult to speculate. But we do expect to solve the problems and absolutely expect this is a technical issue that will be resolved.â
Despite these issues, Arnet said the Hibiscus reservoir is âperforming very well and above expectations when the ESPs are workingâ, stressing that the problem is only deferring production.
Asked by an analyst about potential insurance claims, he remarked that while the ESP equipment cost is ânot insignificantâ, BW Energyâs current focus is more on how resolving the issues will affect the ongoing development drilling programme.
âAt this stage, itâs not the equipment cost, itâs the time.â
Dussafu partner Panoro Energy said today in its third-quarter statement that: âIn order to resolve the continuing electrical integrity issues over the longer term, a programme of diagnosis, repair and replacement of the ESPs is under way.â
US-based Baker Hughes declined to answer specific questions about the ESP issues.
A spokesperson said: âBaker Hughes is working closely with our customer, and we are committed to ensuring high quality and reliability. We remain confident in our product and strong track record of successfully deployed systems and the value this has brought our customers globally.â(Copyright)»
Redigert 23.12.2023 kl 12:30
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oto1
23.12.2023 kl 15:08
5447
Ro
Sohmen har ikke solgt noe som helst.
Siden han er styreleder i bwe, og selvsagt nÊrstÄende til BW Group, sÄ mÄ BWE melde alle aksepter av budet.
At en aksjonÊr aksepterer budet med 8 aksjer er ikke noe spesielt, ei heller alle de som akseÄterte den 20 des.
Hvorfor noen aksepterer nÄ og ikke heller venter til nÊrmere budfristen gÄr ut er en annen sak.
Men det er mange amatÞrer i aksjemarkedet, sÄ ikke noe spesielt.
Om man sitter med 2 eller 8 aksjer, sÄ er det trolig like greit Ä akseptere budet og, da kurtasje ellers vil spise opp hele belÞpet man selger for senere.
Dette er trolig ogsÄ utbytteaksjer for noen som sitter med et mindre antall bwo aksjer.
Ingen som kjĂžper 2 elker 8 aksjer i markedet via bĂžrs.
Sohmen har ikke solgt noe som helst.
Siden han er styreleder i bwe, og selvsagt nÊrstÄende til BW Group, sÄ mÄ BWE melde alle aksepter av budet.
At en aksjonÊr aksepterer budet med 8 aksjer er ikke noe spesielt, ei heller alle de som akseÄterte den 20 des.
Hvorfor noen aksepterer nÄ og ikke heller venter til nÊrmere budfristen gÄr ut er en annen sak.
Men det er mange amatÞrer i aksjemarkedet, sÄ ikke noe spesielt.
Om man sitter med 2 eller 8 aksjer, sÄ er det trolig like greit Ä akseptere budet og, da kurtasje ellers vil spise opp hele belÞpet man selger for senere.
Dette er trolig ogsÄ utbytteaksjer for noen som sitter med et mindre antall bwo aksjer.
Ingen som kjĂžper 2 elker 8 aksjer i markedet via bĂžrs.
General T
23.12.2023 kl 17:43
5345
Interesting, and I read this as that they have no idea what the problem is or when/if it will be fixed. ESPs are extremely fickle and problems can be very field specific as well as having design flaws. I also think the cost of deferred production is being heavily under played and as someone pointed out before, cashflow can be a company killer. The upside is still significant but don't under estimate the risks involved