contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


panoro-energy-asa-panoro-energy-exercise-and-cash-settlement-of-share-options

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Panoro Energy is active in the oil and gas industry. The company is engaged in the exploration and production of oil and gas deposits. The largest operations are in Africa, where Gabon and Nigeria are countries with potential and development of oil drilling. In addition, the company is engaged in the transportation and sale of natural gas and oil. The company was established in 2009 and has its headquarters in London.

Panoro ser ud til at handle til en markedsværdi på omkring 500 mio. usd lige nu. Brent - WTI-spreadet ser ud til at udvide sig i øjeblikket og viser den ubalance mellem udbud og efterspørgsel, der gemmer sig uden for USA. Jeg orkede ikke at gå i gang med Excel og spurgte ChatGPT, hvor meget selskabet ville tjene, hvis Brent lå på 100 $.   P/FCF 2-3? Grundantagelsen er vel en smule bullish, da priskurven stadig er faldende; dog så august-kontrakten ved sidste øjekast ud til at ligge på omkring 90 usd, så der indprises produktionsforstyrrelser frem til efteråret. Selskabet har også en passende mængde gæld, så man skulle tro, at gearingen (leverage) ville falde i aktionærernes smag, selvom prisforstyrrelsen kun skulle vare et års tid. Det føles bare som om, at aktien i sidste ende er en værdifælde (value trap). Lille markedsværdi og en esoterisk børs. Jeg ville blive overrasket, hvis aktien begyndte at performe bedre end Saturn Oil & Gas eller Kosmos, som i praksis har præcis den samme medvind som Panoro. Måske begynder aktien at performe bedre end de andre efterfølgende .

Analytikere har hævet kursmålet til 37-45 NOK. Købsanbefalingen er fremherskende – andre peers har oftest “hold”. Denne KOSMOS-aftale og den lave hedging-procent er hjørnestenen i POS. Panoro ser rigtig godt ud lige nu – Afrikas stjerne – langt fra Hormuzstrædets heksekedel…

panoroenergy.com              Cision Websolutions                              Panoro havde en ret stor nyhed for 3 uger siden, da de erhvervede 40,375 % af Block G oven i de tidligere 14,25 %. Som jeg forstår det, er det et ret stort spring i produktionen. Samtidig var der en emission på 49 mio. USD. Det har ikke vakt den store debat herinde

Dagens opdatering tyder på, at det seneste år har været ganske solidt. Overskudsudlodningen og udsigterne (uspecificerede) er også lovende. Hvad tænker I om Panoros evne til at skabe afkast til aktionærerne i 2026? Hvad er jeres mening om afrikansk olie i den nuværende verdenssituation? Selv tænker jeg håbefuldt, at dette giver oliesikkerhed til Europa (også PNOR) i en situation, hvor forskellige globale blokke hamstrer olie med henblik på selvforsyning. Europas egne ressourcer (ekskl. Rusland) er vist utilstrækkelige, så hvad angår olie, bliver vi nødt til at dække behovet fra andre blokke – til en premium-pris?

I dag blev Bourdon-fundet annonceret. Ca. 25 mio. tønder udnyttelig råolie - et nyt felt er ved at tage form.  En anden nyhed er, at OPEX med den gamle beregningsmodel faldt fra 18,50 /tønde til 16 /tønde i 1. kvartal. Fantastisk, selvom den nye rapporteringsmetode på 9,9 $ er virkelig kryptisk/misvisende.

1) Driftsomkostninger ekskluderer royalties, tariffer, workovers, køb i henhold til forpligtelser på hjemmemarkedet, produktionsdelingsomkostninger i Gabon og inkluderer effekten af IFRS 16-justeringer Tilsyneladende altså et eller andet ‘justeret’ Opex-tal. Det vil sige, i virkeligheden er det nok stadig det dobbelte af det. Irriterende fusk

9.9$ niveau OPEX er korrekt, dog falder en lang række omkostningsposter uden for dette tal - denne COST1 henviser ifølge den generelle opfattelse til disclaimer 1, hvor disse omkostningsposter er opført

Panoro Energy

Oslo, 23 March 2026 - In accordance with the grant of share options made to Board members of Panoro Energy ASA ("Panoro" or the "Company") following approval at the 2021 Annual General Meeting...

Oslo, 23 March 2026 - In accordance with the grant of share options made to Board members of Panoro Energy ASA ("Panoro" or the "Company") following approval at the 2021 Annual General Meeting (the "Board Options"), the exercise period of five years from the date of grant lapses on 27 May 2026. Please refer to the stock exchange announcement published by the Company on 28 May 2021 for further information about the Board Options.The following Board members who were granted Board Options in 2021 have now exercised Board Options as follows: <ul type="disc">	<li>Mr Julien Balkany (Chairman), who has exercised 48,000 Board Options</li>	<li>Mr Torstein Sanness (Deputy Chairman), who has exercised 24,000 Board Options</li>	<li>Ms Alexandra Herger (Board Member), who has exercised 24,000 Board Options</li></ul>The Board Options will be settled in cash based on Panoro's volume weighted average share price ("VWAP") on Euronext Oslo Børs for 23 March 2026 equalling NOK 30.4424 per share. The exercise price for the Board Options is NOK 17.34 per share, which gives a net cash payment of NOK 13.1024 per Board Option exercised.Following this exercise of Board Options the total outstanding number of Board Options and current shareholding of the above-mentioned Board members is as follows:<table border="1" cellpadding="0" cellspacing="0">	<tbody>		<tr>			<td>			Name			</td>			<td>			Title			</td>			<td>			Number of Options Exercised			</td>			<td>			Shareholding in the Company (number of shares)			</td>			<td>			Number of Options Outstanding			</td>		</tr>		<tr>			<td>			Mr Julien Balkany			</td>			<td>			Chairman			</td>			<td>			48,000			</td>			<td>			3,896,931			</td>			<td>			-			</td>		</tr>		<tr>			<td>			Mr Torstein Sanness			</td>			<td>			Deputy Chairman			</td>			<td>			24,000			</td>			<td>			185,289			</td>			<td>			-			</td>		</tr>		<tr>			<td>			Ms Alexandra Herger			</td>			<td>			Board Member			</td>			<td>			24,000			</td>			<td>			20,950			</td>			<td>			-			</td>		</tr>	</tbody></table>The Company's issued share capital remains unchanged at 125,138,448 shares following cash settlement of the Board Options. Please see attached notification form in accordance with the Market Abuse Regulation article 19.This information is subject to the disclosure requirements pursuant to the EU Market Abuse Regulation (EU 2014/596) article 19 and section 5-12 of the Norwegian Securities Trading Act.EnquiriesQazi Qadeer, Chief Financial Officer Tel: +44&nbsp;203 405 1060 Email:&nbsp;<a href="mailto:investors@panoroenergy.com">investors@panoroenergy.com</a>About Panoro EnergyPanoro Energy ASA is an independent exploration and production company based in London and listed on the main board of the Oslo Stock Exchange with the ticker PEN. Panoro holds production, exploration and development assets in Africa, namely interests in Block G, Block EG-01 and Block EG-23 offshore Equatorial Guinea, the Dussafu Marin, Niosi Marin and Guduma Marin Licenses offshore southern Gabon, the TPS operated assets in Tunisia and onshore Exploration Right 376 in South Africa.Visit us at <a href="http://www.panoroenergy.com">www.panoroenergy.com</a>.Follow us on <a href="https://www.linkedin.com/company/panoro-energy">LinkedIn</a><div></div>

Name	Title	Number of Options Exercised	Shareholding in the Company (number of shares)	Number of Options Outstanding
Mr Julien Balkany	Chairman	48,000	3,896,931	-
Mr Torstein Sanness	Deputy Chairman	24,000	185,289	-
Ms Alexandra Herger	Board Member	24,000	20,950	-