Diskusjon Triggere Porteføljer

BW Offshore (BWO)

bwo_ol
Investeringer: #<Tag:0x00007f36618ca570>

#1

Starter en tråd om BW OFFSHORE LTD (BWO.OL) siden en del har den i favoritt-listen eller i porteføljen sin :slight_smile:

BW Offshore Limited builds, owns, and operates oil and gas floating production, storage, and offloading vessels (FPSOs); and floating, storage, and offloading vessels (FSOs) to the oil and gas industries in the Asia Pacific, the Americas, the European Union, and West Africa. It also offers engineering, procurement, construction, and installation services; and lease and operation services of FPSO units.

As of March 8, 2016, the company had a fleet of 14 FPSOs and 1 FSO. It also operates additional two operations and maintenance contracts FPSOs and one new project FPSO.

The company was founded in 1982 and is based in Hamilton, Bermuda.

La oss starte diskusjonen! @Hocki @marcocosmi @feilinvesteringer @blazm @kula @NoBrain @Totto @Nads @Gerimax007 @Oddte @thorj @pdx


#2

Bra fart i BWO i dag…
Noen som har god peiling på aksjen?
Har lest litt selv og handlet litt de siste dagene. Ser ut til at de ble hardt rammet av finanskrisen og deretter av oljeprisfallet, men ting ser ut til å ha snudd nå.

Kursen er mer enn doblet de siste månedene:
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Grublet litt over om den har gått såpass mye at oppside er begrenset, men da jeg zoomet ut litt forsvant litt av høydeskrekken :slight_smile:

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#3

Lenge siden jeg fulgte, men mener det fortsatt er en oppside på 100% om du er villig å sitte til 2020 +

Skal vel være gjeldsfri innen 2020/21, sitter på eierskap på et oljefelt sammen med Panoro Energy ASA. så de tar en større del i oppsiden av oljeprisen også nå. Catcher feltet kom i drift nylig og går som det griner med gode marginer.

Negative sider er jo hvor høyt aktører er villig til å prise en “døende” bransje, selv om den sikkert holder ut i 20-30 år+ + til. Eks Oljefondet skal jo trekke seg ut fra sektoren sakte men sikkert, mange trekker mot fornybar energi osv.


#4

Jeg har brukt kursmålet til Nordea på 55 NOK som en target. Kursen gikk over 50 NOK i dag og jeg valgte derfor å ta litt gevinst og redusere eksponeringen, jfr. https://www.shareville.no/aksjer/bw-offshore-limited-1/kommentarer/2018-05-11-55966989

Blir sittende en stund til med resterende beholdning. Opprinnelig var planen å flytte over de frigjorte midlene fra salg av BWO til Archer og Northern Drilling (NODL) slik at jeg beholdt eksponeringen innen oljeservice, men jammen har ikke Archer og NODL også skutt i været de siste dagene. Er derfor svært usikker på om jeg vil øke i Archer og NODL på dagens kurser.


#5

#6

Jeg hadde en tight trailing stop på ca 60% av beholdningen som røk på mandag, men øyner muligheten til å plukke opp litt igjen rundt 48-50, med stopp like under. Faller på lavt volum i dag.
Eksemplarisk kurve :heart_eyes:

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#7

BW Offshore: Invitation to Q1 2018 Presentation 30 May

BW Offshore will release its Q1 2018 results on Wednesday 30 May at 07:30 (CEST). The company will host a presentation of the financial results 09:00 (CEST) the same day at Hotel Continental in Oslo, Norway. The presentation will be given by CEO Carl K. Arnet and CFO Knut R. Sæthre.

The presentation will be broadcasted via webcast, and will also be available for replay. Please visit www.bwoffshore.com for details.

For further information, please contact:
[email protected]

About BW Offshore:
BW Offshore is a leading global provider of floating production services to the oil and gas industry. BW Offshore has a fleet of 15 owned FPSOs and one FSO represented in all major oil & gas regions world-wide. BW Offshore has a long track record on project execution and operations. In more than 30 years of production, BW Offshore has executed 39 FPSO and FSO projects. The company is listed on the Oslo Stock Exchange. 
 
Further information is available on www.bwoffshore.com

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


This announcement is distributed by Nasdaq Corporate Solutions on behalf of Nasdaq Corporate Solutions clients.
The issuer of this announcement warrants that they are solely responsible for the content, accuracy and originality of the information contained therein.
Source: BW Offshore via Globenewswire

Nyheten er levert av GlobeNewswire.

http://www.netfonds.no/quotes/release.php?id=20180523.GlobeNewswire.HUG2194709


#8

#9

#10

#11

#12

Bør nok stige utover høsten med ny FPSO på plass i August.


#13

#14

Tirsdag utvalgte aksje på Investtech.
Her får dere full teknisk analyse som er utarbeidet matematisk.
Dere som er interessert i TA, sjekk ut denne linken. Mye god gratis info her. På Onsdag er denne info borte som gratis og ny aksje blir plukka ut.
https://www.investtech.com/no/market.php?CompanyID=100436&freeAccess=1


#15

BW Offshore: Invitation to Q2 2018 Presentation 31 August

BW Offshore will release its Q2 2018 results on Friday 31 August at 07:30 (CEST). The company will host a presentation of the financial results 09:00 (CEST) the same day at Hotel Continental in Oslo, Norway. The presentation will be given by CEO Carl K. Arnet, CFO Knut R. Sæthre and Managing Director BW Energy Lin G. Espey.

The presentation will be broadcasted via webcast and will also be available for replay. Please visit www.bwoffshore.com for details.

For further information, please contact:
[email protected]

About BW Offshore:
BW Offshore is a leading provider of floating production services to the oil and gas industry. The company also participates in developing proven offshore hydrocarbon reservoirs. BW Offshore is represented in all major oil & gas regions world-wide with a fleet of 15 owned FPSOs. The company has more than 30 years of production track record, having executed 39 FPSO and FSO projects. BW Offshore is listed on the Oslo Stock Exchange.

Further information is available on www.bwoffshore.com

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


This announcement is distributed by Nasdaq Corporate Solutions on behalf of Nasdaq Corporate Solutions clients.
The issuer of this announcement warrants that they are solely responsible for the content, accuracy and originality of the information contained therein.
Source: BW Offshore via Globenewswire

Nyheten er levert av GlobeNewswire.

http://www.netfonds.no/quotes/release.php?id=20180824.GlobeNewswire.HUG2212637


#16

#17

BW Offshore: Q2 2018 - Condensed interim consolidated financial information

* EBITDA of USD 105.4 million in the second quarter and EBITDA of USD 213.9 in the first half-year
* BW Catcher successfully completed the 168-hour performance test in July
* Ruche North East appraisal well discovers oil
* Tortue phase 1 drilling campaign completed with 2 production wells
* BW Adolo arrived in Gabon and permanently moored on location
* Contract extension for FPSO Umuroa

EBITDA for the second quarter was USD 105.4 million (USD 108.5 million). The decrease is mainly related to a non-recurring impact from the start-up activities on BW Catcher, partly offset by higher revenues on ABO FPSO resulting from the amended contract, accelerating amortisation of variation-order revenue and certain other non-recurring effects recognised during the quarter. EBITDA for the first half year of 2018 increased by USD 33.3 million to USD 213.9 million (USD 180.6 million).

BW Catcher started exporting gas into the SEAGAL pipeline mid-May and has reached the 60 000 bopd nameplate capacity. Due to the start-up activities, the unit has operated on a reduced day rate during second quarter as previously announced. In early July, BW Catcher completed the 168-hour performance test. The FPSO has operated on a full day rate since the start of the third quarter with only limited running-in disruptions.

In June, BW Offshore signed a one-year contract extension for the lease and operation of the FPSO Umuroa, extending the firm period to the fourth quarter 2019. The FPSO is operating on the Tui field offshore New Zealand for Tamarind. The firm period under the agreement for the Abo FPSO with Nigerian Agip Exploration Ltd, a subsidiary of ENI S.p.A, has been extended until 31 December 2018, with a six-month option.

BW Offshore has completed two production wells including an appraisal side-track on the Tortue field, within the Dussafu license. The first production well, DTM-2H, was successfully drilled and completed in April. 

On 14 May, BW Offshore announced the successful completion of the DTM-3 appraisal well to the northwest on the Tortue field. The DTM-3 appraisal side-track wellbore was designed to appraise the western flank of the Tortue field Gamba and Dentale formations. The key objectives for the appraisal side-track were achieved and are currently being assessed for a material upgrade of the Tortue reserves.

Following completion of DTM-3 appraisal side-track, the rig drilled and completed the second horizontal development well, DTM-3H. The two production wells have been completed and are ready for hook-up to the FPSO.

After completion of DTM-3H, the rig moved and commenced to drill the DRNEM-1 appraisal well, to test one of several prospects in the Ruche North East area of the Dussafu Licence. BW Offshore is pleased to announce that the well encountered 15 meters of good quality oil pay in the Gamba formation. In addition, the well encountered 25 meters of oil pay from multiple Dentale horizons. BW Offshore is in the process of drilling an appraisal side-track to delineate the discovery.

BW Adolo left anchorage in Singapore and commenced its transit to Gabon late June. The unit arrived in Gabon on 28 July. The hook up of mooring systems is now completed and the installation of risers and umbilicals is progressing according to plan. Completion is expected in time for planned production start-up from the Dussafu field in September/ October.

“We have made steady progress through the quarter towards first oil on Dussafu. A likely expansion of the reserve base following successful appraisal drilling and the recent arrival of BW Adolo in Gabon are important milestones. BW Catcher reaching nameplate capacity and the contract extension for FPSO Umoroa underlined our strong performance this quarter”, said Carl K. Arnet, the CEO of BW Offshore.

Please see attachments for the full quarterly report and presentation.

BW Offshore will host a presentation of the financial results 09:00 (CEST) today at Hotel Continental in Oslo, Norway. The presentation will be given by CEO Carl K. Arnet, CFO Knut R. Sæthre and Managing Director BW Energy Lin G. Espey.

The presentation will be broadcasted via webcast and will also be available for replay. Please visit www.bwoffshore.com for details.

For further information, please contact:

Knut R. Sæthre, CFO, +47 9111 7876

About BW Offshore:

BW Offshore is a leading provider of floating production services to the oil and gas industry. The company also participates in developing proven offshore hydrocarbon reservoirs. BW Offshore is represented in all major oil & gas regions world-wide with a fleet of 15 owned FPSOs. The company has more than 30 years of production track record, having executed 39 FPSO and FSO projects. BW Offshore is listed on the Oslo Stock Exchange. Further information is available on www.bwoffshore.com

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

 

Q2 2018 Presentation
Q2 2018 Report


This announcement is distributed by Nasdaq Corporate Solutions on behalf of Nasdaq Corporate Solutions clients.
The issuer of this announcement warrants that they are solely responsible for the content, accuracy and originality of the information contained therein.
Source: BW Offshore via Globenewswire

Nyheten er levert av GlobeNewswire.

http://www.netfonds.no/quotes/release.php?id=20180831.GlobeNewswire.HUG2213496


#18

#19

Hver måned kårer jeg det jeg kaller Teksperter™ for noen av de mest populære investeringene våre :slight_smile:

Det er de 3 medlemmene som har fått flest likes på innleggene sine de siste 90 dagene. Teksperter™ får også en unikt merke på profilen sin og et trofé-ikon ved siden av navnet sitt. Du kan bli Tekspert™ i flere aksjer/investeringer, og troféet vil bare vises i tråder der du er Tekspert™.

Her er denne månedens Teksperter™ og det mest likte innlegget deres fra de siste 90 dagene:

  1. @NoBrain (4 likes)

Gratulerer!


#20

Ny rente

Se vedlegg på www.newsweb.no

Ekstern link: http://www.newsweb.no/index.jsp?messageId=459004

Nyheten er levert av OBI.

http://www.netfonds.no/quotes/release.php?id=20180907.OBI.20180907S41