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
    }
    ... 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
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      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
    }
  }
}


petrolia-noco-new-discovery-adds-nok-075sh-to-nav-abg

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Petrolia is an oil and gas company. The exploitation is carried out mainly within the Norwegian Continental Shelf and then transported on a global level. The company has acquired several companies within the industry, specializing in offering advanced equipment for the oil and gas industry. In addition, it offers engineering services focused on the extraction process. The company was founded in 1997 and is headquartered in Oslo.

Petrolia

* Q2 below ABGSCe; revenues in line, but costs higher* Talisker adds NOK ~0.75/sh to NAV* Fair value range of NOK 1.2-4.5 (1.2-3.7)Q2 below ABGSCe; revenues in line, but costs higherPNO reported...

* Q2 below ABGSCe; revenues in line, but costs higher* Talisker adds NOK ~0.75/sh to NAV* Fair value range of NOK 1.2-4.5 (1.2-3.7)Q2 below ABGSCe; revenues in line, but costs higherPNO reported Q2 revenues of NOK 136m, in line with ABGSCe at NOK 134m. EBITDAX of NOK 73m was below our estimate of NOK 81m, mainly due to operational expenses of NOK 46m (ABGSCe NOK 37m). Net production in Q2'25 was 1,951boe/d vs. 2,150boe/d in Q1'25 and our estimate for Q2'25 of 2,138boe/d. The company exited Q2'25 with a cash position of NOK 26m, up from NOK 15m at the end of Q1'25. We make minor changes to our company specific estimate, and we apply our latest oil market view as described in "In the absence of war, the oil market is well supplied", lowering our Brent assumption to USD 70/bbl (72.5) for H2'25e and FY'26e, while reiterating our long term price forecast of USD 80/bbl. In summary, we now estimate FY'26 -'27 EBITDAX of NOK 339m and NOK 405m.Talisker adds NOK ~0.75/sh to NAVLast week, OKEA with its partners Lime (33.84%), DNO (14.26%), PNO (12.26%) and M Vest Energy (4.44%), announced that the Talisker well in the Brage licence (PL 055) has discovered recoverable resources of 16–33m boe. Assuming a multiple of 4.5/boe, this adds ~0.75/sh to our NAV, and fair value range. Further, we note that PNO has increased 2P reserves on Brage from 1.38m boe at YE'24 to 2.01m boe on 30 June 2025, as new production coming on stream in early '26 has been included. This came in line with our expectations as we earlier made substantial estimate increases to our Brage field model, which we now reiterate: "Brage reserve uplift boosts production outlook".Fair value range of NOK 1.2-4.5 (1.2-3.7)We estimate a NAV of NOK 4.3/sh for PNO, and a fair value range of NOK 1.2-4.5/sh. If we work backwards to the discounted oil price, we argue that, all else equal, an oil price of ~USD 45/bbl is discounted in PNO, based on the current share price of NOK 1.50/sh.