Analyser av Keo Capital

Maha Energy Q1: Figures in line, awaits closing of merger - ABG

Q1 figures in line – small estimate revisions Awaits closing of merger between 3R and Enauta Reiterate our fair value range of SEK 8.

ABG Sundal Collier • 29 maj 2024 08:19

Maha Energy: Analyst Presentation - Penser Access by Carnegie

Equity analyst Markus Almerud follows up on Maha Energy after the purchase of 3R and the suggested restructuring of Brazil E&P.

Penser • 19 mar 2024 11:12

Maha Energy: Keeps on transforming - Penser Access by Carnegie

EGM in 3R Petroleum the next step in transformation Over the past year, Maha has continued to transform.

Penser • 19 mar 2024 10:05

Maha Energy: Only small estimate revisions after Q4 - ABG

Small estimate changes after Q4 Continues to focus on growth strategy P/NAV of 0.

ABG Sundal Collier • 28 feb 2024 07:27

Maha Energy: Continues to focus on growth strategy - ABG

Q4 EBITDA of -1.5m vs ABGSCe 0.9m Focus on executing on growth strategy Only small estimate changes expected Q4 EBITDA -1.

ABG Sundal Collier • 27 feb 2024 09:04

Maha Energy: Executing on growth strategy - ABG

Starts deploying its cash pile... ...and executing on M&A-focused growth strategy.

ABG Sundal Collier • 24 jan 2024 07:21

Interview with Maha Energy Jan 22nd 2024 - Penser Access by Carnegie

Equity analyst Markus Almerud interviews Maha’s CEO Kjetil Solbraekke about the acquisition of 5% of Brazilian 3R Petroleum.

Penser • 22 jan 2024 11:46

Maha Energy: Makes acquisition in 3R Petroleum and proposes strategic changes - ABG

Acquires ~5% of 3R Petroleum for USD 69m In line with M&A focused growth strategy Proposes several strategic changes Acquires ~5% of 3R Pet...

ABG Sundal Collier • 18 jan 2024 09:12

Maha Energy: Continues on its transformation as Oman is divested - Penser Access by Carnegie

Equity analyst Markus Almerud discusses Maha Energy after the acquisition of an exclusivity to part of assets in Venezuela and the divestmen...

Penser • 21 dec 2023 15:39

Maha Energy: Transformation continues - Penser

Divestment of Oman… With the divestment of its interest in Block 70 in Oman, Maha has continued its transformation.

Penser • 14 dec 2023 13:34

Maha Energy: Asset in Venezuela provides optionality - Penser

Acquisition in Venezuela provides optionality With the acquisition of 24% of PetroUrdaneta in Venezuela for EUR 9m (if the transaction is co...

Penser • 17 nov 2023 11:43

Maha Energy: Good position for more growth - ABG

Small estimate changes after Q3 SEK 6.1/sh of net cash and good position for more growth P/NAV of 0.

ABG Sundal Collier • 15 nov 2023 07:13

Maha Energy: Increases net cash position - ABG

Q3 EBITDA of -0.3m vs ABGSCe 0.9m Strong financial position - Holds SEK 6.

ABG Sundal Collier • 14 nov 2023 09:02

Maha Energy: Opportunistic entry into Venezuela - ABG

Minor estimate changes ahead of Q3 Opportunistic entry into Venezuela P/NAV of 0.

ABG Sundal Collier • 31 okt 2023 07:09

Maha Energy: A company reborn - ABG

Including DBO assets into our estimates Significant cash position — looking for more M&A P/NAV of 0.

ABG Sundal Collier • 01 sep 2023 07:32

Analyst Presentation of Maha Energy on August 25th 2023 - Penser

Equity Analyst Markus Almerud makes an update on Maha Energy after the recent developments.

Penser • 29 aug 2023 07:38

MAHA Energy: Several upcoming catalysts - Penser

Waiting for the close of DBO On February 28 the sale of the Brazilian entities for consideration of c.

Penser • 24 maj 2023 11:13

MAHA Energy: Sale of Maha Brazil will result in cash larger than market cap - Penser

A company undergoing transformation Since Starboard became the main shareholder of Maha at the end of September, it has started a transforma...

Penser • 31 jan 2023 11:13

Robust indicators that the Tie wells are onstream - Maha Energy - Penser

Lowest production levels since 2018 but robust indicators that workover is completed At 2 389 BOEPD, production levels in Q3 were the lowest...

Penser • 21 nov 2022 15:33

Maha Energy: No significant estimate revisions after Q3 - ABG

Q3 numbers broadly in line with estimates FY’22 production outlook reiterated Discounts oil at USD 62/bbl Q3 numbers broadly in line with e...

ABG Sundal Collier • 16 nov 2022 07:53

Maha Energy: Lowered production guidance will impact Q3 - ABG

FY’22 guidance revised to 3.0-3.4kboe/d Workover program finalised at the Tie field New major shareholder and changes to management Revised...

ABG Sundal Collier • 08 nov 2022 07:17

Maha Energy: Goda förutsättningar för att Brasilien ska accelerera framöver - Penser

Efter att Starboard köpt en majoritetspost… I slutet av september köpte det brasilianska investmentbolaget Starboard 10% av Maha Energy från...

Penser • 18 okt 2022 11:01

Maha Energy: Räknar med att volymerna kommer tillbaka i H2 - Penser

Volymerna föll sekventiellt från rekordnivåerna i Q1 Med 3 292 fat per dag föll Mahas produktion tillbaka efter rekordet i Q1 och bolaget ta...

Penser • 18 aug 2022 11:05

Maha Energy: Looking ahead to H2’22 - ABG

As expected, Q2 was a softer quarter High activity level expected in H2’22 P/NAV of 0.

ABG Sundal Collier • 16 aug 2022 12:18

Maha Energy: Softer quarter expected - ABG

Q2 estimates down on lower production from the Tie field Drilling campaign to commence in Oman from Q4 Share price discounts USD 58/bbl ...

ABG Sundal Collier • 08 aug 2022 16:03

Maha Energy: No estimate changes after solid Q1 report - ABG

As expected, Q1 was a strong quarter Estimates unchanged Discounts USD 71/bbl Record-high production and EBITDA in Q1 Q1 was the strongest ...

ABG Sundal Collier • 20 maj 2022 08:10

Maha Energy: Starting to deliver - ABG

Estimates up on higher production and oil prices Q1 could mark a turning point Discounts USD 68/bbl Higher oil price and production assum...

ABG Sundal Collier • 04 maj 2022 07:42

Maha Energy: Det högre oljepriset driver vinsten och kassaflödet - Penser

Volymerna framskjutna på grund av de försenade borrningarna… Även om resultaten för borrningen av Tie-4 indikerar att brunnen kan bli Mahas ...

Penser • 04 apr 2022 12:23

Maha Energy: Aktien fortsätter lagga oljeprisutvecklingen - Penser

Produktionsvolymerna var redan kända I samband med att bolaget meddelade att borrningen av Tie-4 hade försenats i slutet av oktober så publi...

Penser • 24 nov 2021 12:11

Förseningar i uppstarten av Tie-4 ändrar inte den långsiktiga bilden för Maha Energy - Penser

Vinsttillväxten återspeglas inte i aktiekursen Trots att ökade produktionsvolymer och signifikant högre oljepriser (sedan botten under pande...

Penser • 21 sep 2021 12:15

Maha Energy. Aktiekursen reflekterar inte vinsttillväxten - Penser

Drivet av Tie i Brasilien och Mafraq i Oman räknar vi med en snabb ökning av produktionsvolymerna kommande år.

Penser • 07 sep 2021 11:16

Maha Energy: No significant revisions after Q2 - ABG

Q2 EBITDA largely in line Slightly lower estimates for ‘21 Discounts oil at USD ~48/bbl Maha Energy reported Q2 production of 3.

ABG/Introduce • 24 aug 2021 07:50

Maha Energy: Q2 EBITDA in line - ABG

USD 9m EBITDA, in line with ABGSCe at USD 9.1m Report unlikely to trigger significant revisions Webcast today at 16:00CET Q2 EBITDA in line ...

ABG/Introduce • 23 aug 2021 08:25

Maha Energy: Soft Q2 production expected - ABG

Q2e production -14% q-o-q Q2e EBITDAX -6% q-o-q, as oil prices offset partially Discounts oil at USD 48/bbl Based on monthly production data...

ABG/Introduce • 12 aug 2021 14:59