Godt og se 170 tallet igjen - må det bare vare ....;)

Denne skal nok opp igjen til 200-tallet, mens PGS skal til 15

Begge ser bra ut sektormessig

TGS: Fearnley oppgraderer aksjen fra hold til kjøp og øker kursmålet til NOK 230. (Tidligere i april har ABG kommet med kursmål NOK 230, SEB med kursmål NOK 230 og SB1M med kursmål NOK 210 - alle disse anbefalte også kjøp.)

TGS dundrer på her nå !
Q1 2023 :
"
* POC revenues (1) were 229 million compared to 114 million in Q1 2023 (+100%,
+27% pro-forma including Magseis Fairfield ASA).
* POC EBITDA of USD 119 million versus USD 83 million in Q1 2022"


"
The positive market development continued in Q1 2023. In the multi-client area,
contract inflow and POC revenues grew by 43% and 30%, respectively, from Q1 last
year. The new Acquisition Business Unit (former Magseis Fairfield ASA) also
performed well, with pro-forma sales and contract backlog increasing 18% and
25%, respectively, compared to Q1 2022. Free Cash Flow was high in the quarter
at USD 106 million, leaving us with a solid balance sheet that allows for both
strong growth in investments and continued dividend payments. Looking ahead, we
are optimistic that the growth will continue as our customers are likely to
increase their spending on exploration data further this year," says Kristian
Johansen, CEO of TGS."


"
Management webcast presentation

CEO Kristian Johansen and CFO Sven Børre Larsen will present the Q1 2023 results
today at 09:00 CEST at Felix Konferansesenter, Bryggetorget 3, Oslo, Norway. The
presentation is open to the public and can be followed live online.

Access and registration for online attendees are available by copying and
pasting this link into your browser:
https://channel.royalcast.com/landingpage/hegnarmedia/20230511_8/ "

Utbytte : 1,48

OSLO, Norway (30 May 2023) - TGS, a global provider of energy data and intelligence, in partnership with PGS and Schlumberger, has secured pre-funding for a 6,885 square kilometer multi-client 3D seismic survey offshore Malaysia in North Luconia Province of the Sarawak Basin. This new acquisition is due to commence in June 2023.

This survey is the second phase of a multi-year contract awarded initially by Petronas in August 2020 to acquire and process up to 105,000 square kilometers of multi-client 3D data over a 5-year period in the Basin. This survey builds on the initial phase of this project in the Sarawak North Luconia Province, which commenced in 2021 and covered 8,400 square kilometers.





Kristian Johansen, TGS CEO, commented, "TGS has built an expansive multi-client data library across the Asia-Pacific region, and we are pleased to return to the Sarawak Basin with our partners. Sarawak is an area that has recently experienced multiple oil and gas discoveries, and we expect this to be a very important basin for future exploration. We continue to work closely and collaboratively with our customers, partners and other stakeholders in Malaysia to drive exploration success."

As the custodian of Malaysias petroleum resources, Malaysia Petroleum Management (MPM), PETRONAS is actively enhancing seismic data sets in the country that will introduce new plays to be explored to our clients, especially in imaging the pre-MMU play in the deep-water area of Sarawak Basin, he added.

Survey acquisition is expected to conclude in August 2023, with final deliverables available in Q2 2024. Interim results will be available to assist with early acreage evaluation.

grei melding å få den der på morgenen:)

Dessverre ingen effekt mot utviklingen den siste tiden.

Gg