SBX - SB1 Markets - Et utmerket spill og kursmål 40 øre i fersk

HP17
SBX 15.08.2018 kl 10:39 2799

Sparebank 1 Markets mener SBX er et utmerket spill og mener kursen kan gå til 40 øre.
Vi snakker 100% opp fra dagens kurs. Går SBX rett opp til 30 øre nå?

- Vi mener Seabird er et utmerket spill på den strukturelle veksten vi ser i havbunnsseismikk, så vel som en syklisk gjeninnhenting i 2D-seismikk. Selskapets refinansierte balanse, nisjeposisjonering og nylige styrkelse av ledelse og styre utløser også attraktive vekstmuligheter etter vårt syn, skriver analytiker Tommy Johannessen.

Tidligere denne uken kom også Norne Securities med en oppdatering på Seabird Exploration, der kjøpsanbefalingen ble gjentatt og kursmålet høynet fra 30 til 35 øre.

https://www.hegnar.no/Nyheter/Energi/2018/08/Duo-bull-paa-Seabird
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
allers
15.08.2018 kl 10:54 2758

Tipper vi passerer ihvertfall 24 ører i dag. Opp mot 30 ører til helgen.
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
HP17
15.08.2018 kl 11:06 2707

En vet at det ofte går en liten stund (et par timer) før markedet virkelig får tatt inn over seg slike analyser. Sannsynligheten er stor for at det blir et rally fremover og en kurs mot 0.24-0,25 alt i dag?
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
Slettet bruker
15.08.2018 kl 11:31 2641

Legg merke til norne som hausset aksjen i går, og i SB1. i dag.
Hvem skal hausse aksjen i morgen?
Tror denne faller tilbake, dersom ikke flere hus kaster seg på.
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
hank2
15.08.2018 kl 12:04 2591

Fearnleys var med på siste emisjon, så de kommer definitivt med en bull analyse ila få dager..
ABG kommer med case oppdatering etter Q2 rapporten, og de vil nok gjenta sin bulling
Spørsmål er om de snart kan melde om Q4 kontrakter med anstendig terms, da ser vi den repriset opp til 0,25-0,30
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
Slettet bruker
15.08.2018 kl 12:20 2547

Herregud så lavmål av SB1 markeds - de tilrettela jo hele prosessen for SBX
SeaBird Exploration: contemplated private placement and subsequent repair issue



NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART DIRECTLY OR
INDIRECTLY, IN AUSTRALIA, CANADA, JAPAN OR THE UNITED STATES OR ANYOTHER
JURISDICTION IN WHICH THE RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE
UNLAWFUL. THIS ANNOUNCEMENT DOES NOT CONSTITUTE AN OFFER OF ANY OF THE
SECURITIES DESCRIBED HEREIN.


SeaBird Exploration Plc ("SeaBird" or the "Company") intends to carry out a
private placement of new shares (the "Offer Shares") in the Company raising
gross proceeds of minimum NOK 100 million and a maximum of NOK 150 million (the
"Private Placement"). The subscription price (the "Offer Price") in the Private
Placement will be determined through an accelerated book-building process. The
net proceeds from the Private Placement will be used to finance working capital
and potential new investments in vessels and equipment.

The Private Placement

ABG Sundal Collier ASA and SpareBank 1 Markets have been engaged as Joint Lead
Managers and Bookrunners for the Private Placement (the "Managers").

The Private Placement will be carried out on the following terms:
The application period for the Private Placement opens today at 16:30 CET
on 24 May 2018 and closes at 08:00 CET on 25 May 2018. The Managers may,
however, at any time resolve to close or extend the subscription period at its
sole discretion and on short notice.

* The minimum subscription and allocation amount in the Private Placement will
be the NOK equivalent of EUR 100,000, provided that the Company may, at its
sole discretion, allocate an amount below EUR 100,000 to the extent
applicable exemptions from the prospectus requirement pursuant to applicable
regulations are available.

* Allocation of the Offer Shares will be determined at the end of the
application period, and final allocation will be made by the Company's Board
of Directors at its sole discretion. Notification of the allocation is
expected to be sent by the Managers on or about 25 May 2018.

* The settlement date is expected to be on or about 30 May 2018, subject to
the Board of Directors of the Company having resolved to issue the shares.

* The Offer Shares will be temporarily issued on a separate ISIN. These shares
are expected to be converted to the Company's original ISIN number and be
listed and tradable on Oslo Børs early July, subject to approval of a
listing prospectus (the "Prospectus") by the Norwegian Financial Supervisory
Authority ("NFSA").

* The Company and the Managers reserve the right, at any time and for any
reason, to cancel and/or modify the terms of the Private Placement.



The Board, together with the Company's management and the Managers, has
considered various transaction alternatives to secure new financing. Based on an
overall assessment, taking into account inter alia the need for funding,
execution risk and possible alternatives, the Board has on the basis of careful
considerations decided that the Private Placement is the alternative that best
protects the Company's and the shareholders' joint interests. Thus, the waiver
of the preferential rights inherent in a share capital increase through issuance
of new shares is considered necessary.

Subject to completion of the Private Placement, the Company intends to carry out
a subsequent repair offering to its existing shareholders as of close of trading
24 May 2017, as subsequently recorded in the VPS, who did not participate in the
Private Placement.




Operational update

As announced on 23 May 2017, the Company recently signed an agreement to supply
one 2D vessel for an upcoming survey in North West Europe during this coming
summer season. The project is due to commence early Q3-2018 and will run for
approximately one month. The company will be using the Harrier Explorer for the
work.

Furthermore, the Company is currently in discussions to supply one or more
vessels for potential major 2D contracts. If awarded, these projects are
currently anticipated to start in the second half of 2018 and could potentially
add approximately 15 vessel months to Seabird's backlog.



For further information, please contact:
Christophe Debouvry
CEO SeaBird Exploration
Phone: +47 22 40 27 05

Nils Haugestad
CFO SeaBird Exploration
Phone: +47 22 40 27 17

Contact information for the Managers:

ABG Sundal Collier ASA
Telephone: +47 22 01 60 08

SpareBank 1 Markets AS:
Telephone: +47 24 14 74 70


This information is subject to the disclosure requirements pursuant to section
5-12 of the Norwegian Securities Trading Act.

About Seabird Exploration:

SeaBird is a global provider of marine acquisition for 2D/3D and 4D seismic
data, and associated products and services to the oil and gas industry. SeaBird
specializes in high quality operations within the high end of the source vessel
and 2D market, as well as in the shallow/deep water 2D/3D and 4D market. Main
focus for the company is proprietary seismic surveys (contract seismic). Main
success criteria for the company are an unrelenting focus on Quality, Health,
Safety and Environment (QHSE), combined with efficient collection of high
quality seismic data.

All statements in this press release other than statements of historical fact
are forward-looking statements and are subject to a number of risks,
uncertainties and assumptions that are difficult to predict, and are based upon
assumptions as to future events that may not prove accurate. These factors
include SeaBird`s reliance on a cyclical industry and the utilization of the
company's vessels. Actual results may differ substantially from those expected
or projected in the forward-looking statements.




Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
HP17
15.08.2018 kl 12:20 2544

0.2335
Stikker SBX nå oppover mot 40 øre?

Les fra dagens anbefaling......- Den operasjonelle giringen i Seabird er veldig høy, og bare små forbedringer i markedet resulterer i høy EBITDA-vekst (driftsresultat før av- og nedskrivninger). ....

SBX kan bli en lisens til å "trykke penger" med den giringen
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
addyfred
15.08.2018 kl 14:48 2415

Husk at gearing fungerer begge veier :)
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
Slettet bruker
15.08.2018 kl 14:50 2408

En såpass høy giring kan også bety betydelig tap dersom det skulle slå den andre veien.?
Ned til 19øre når emiaksjene kommer?
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
Slettet bruker
15.08.2018 kl 15:16 2341

At SBX skal gå til 40øre, ser jeg på som usannsynlig. Det betyr en mcap på over milliarden for SBX. Magseis som slår rekord etter rekord og tjener bra med penger, har mcap på 1,3 milliarder. Mye mulig Magseis er underpriset, fasiten kommer i morgen når tallene ligger på bordet.
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare
Slettet bruker
15.08.2018 kl 15:23 2317

De gikk såvidt i pluss i Q1, så Q2 kan bety et minimalt tap..
Tallene kommer på fredag.
Mange som skal selge i morgen.
Redigert 20.01.2021 kl 18:56 Du må logge inn for å svare