Alarm! PGS varsler kraftig inntektsfall i andre kvartal đ±
BĂžrsmeldingen viser at late sales skuffet stort. âčïž
https://www.finansavisen.no/finans/2023/07/11/8021622/pgs-forventer-markant-inntektsfall
https://www.finansavisen.no/finans/2023/07/11/8021622/pgs-forventer-markant-inntektsfall
Stock_ings
13.07.2023 kl 00:15
1716
PGS forventer selv et kraftig fall i revenue, sÄ vi fÄr nÄ se hvor mye det blir bom pÄ... gleder meg til tallmaterialet kommer, men forventer dÄrlige tall fra PGS nÄ i H1. Det gjÞr ikke noe om man er langsiktig til 2024-2025!
Besidder man ikke selv kompetencerne sĂ„ lyt til de professionelle đ
Analytiker spÄr lettelsesrally
Tallene er en lettelse sammenlignet med hvor dÄrlig det var hos TGS i gÄr. PGS leverte stort sett pÄ linje, sier analytiker John Olaisen i ABG Sundal Collier.
https://www.finansavisen.no/finans/2023/07/11/8021622/pgs-forventer-markant-inntektsfal
Carnegie
PGS just released their revenue update for Q2(23).
This actually look quite decent. Sales is more or less in line with us and slightly below consensus. Late sales grew more than 15% Y/Y and is roughly in line with us but below consensus. Late sales is at least at a level where PGS should be able to repay its Q1(24) debt maturity at full (given normal seasonal effects for Q3 and Q4). Hence, this should give some comfort to investors worried about a liquidity shortfall.
We think PGSâ decent late sales could be related to the company being exposed to more mature markets. TGS is more exposed to exploration in new areas (frontier exploration).
We expect a meaningful positive share price reaction today.
DNB
PGS â Q2 revenues likely a relief
While PGSâ revenues fell somewhat short of expectations, the magnitude of the negative deviation was far lower and thus we believe todayâs print will be a relief for investors and expect a reversal of yesterdayâs drop.
SPB 1
PGS (Buy, TP NOK10): Q2 close to both us and consensus, share likely to trade up
Our estimates will be revised up following fleet update as PGS says company is mobilizing the 3D seismic vessel Ramform Titan for a multiclient survey offshore Egypt with start-up later in July and an acquisition duration of 40 days. We had assumed vessel would be idle for the full Q3 after a contract in South America was terminated earlier this summer. We expect PGS share price to trade up today after it fell 8% on the soft Q2 numbers from TGS yesterday.
Analytiker spÄr lettelsesrally
Tallene er en lettelse sammenlignet med hvor dÄrlig det var hos TGS i gÄr. PGS leverte stort sett pÄ linje, sier analytiker John Olaisen i ABG Sundal Collier.
https://www.finansavisen.no/finans/2023/07/11/8021622/pgs-forventer-markant-inntektsfal
Carnegie
PGS just released their revenue update for Q2(23).
This actually look quite decent. Sales is more or less in line with us and slightly below consensus. Late sales grew more than 15% Y/Y and is roughly in line with us but below consensus. Late sales is at least at a level where PGS should be able to repay its Q1(24) debt maturity at full (given normal seasonal effects for Q3 and Q4). Hence, this should give some comfort to investors worried about a liquidity shortfall.
We think PGSâ decent late sales could be related to the company being exposed to more mature markets. TGS is more exposed to exploration in new areas (frontier exploration).
We expect a meaningful positive share price reaction today.
DNB
PGS â Q2 revenues likely a relief
While PGSâ revenues fell somewhat short of expectations, the magnitude of the negative deviation was far lower and thus we believe todayâs print will be a relief for investors and expect a reversal of yesterdayâs drop.
SPB 1
PGS (Buy, TP NOK10): Q2 close to both us and consensus, share likely to trade up
Our estimates will be revised up following fleet update as PGS says company is mobilizing the 3D seismic vessel Ramform Titan for a multiclient survey offshore Egypt with start-up later in July and an acquisition duration of 40 days. We had assumed vessel would be idle for the full Q3 after a contract in South America was terminated earlier this summer. We expect PGS share price to trade up today after it fell 8% on the soft Q2 numbers from TGS yesterday.
omans
11.07.2023 kl 12:02
2451
Andre kvartal er historie for lenge siden, det er q3 nÄ. Bra avtale pÄ havvind prosjekt nylig. Kan bli mer fremover.
velkjent
11.07.2023 kl 08:34
3188
Hvorfor ikke legge denne aksjen "dĂžd" i stedet for Ă„ fylle opp forumet med intetsigende pjatt?
Bmwx1
11.07.2023 kl 08:26
3415
Newbe75 skrev Var vel ingen bombe det
Etter og ha halvert inntektene fra i fjor prater Rune om ett marked i bedring.. inntektene er pÄ nivÄ under oljekrisen hvor olja falt ned mot 0.. hvor er styret som lar denne mannen fÄ holde pÄ?? Helt ufattelig.. 2024 blir PGS sin dÞd spÄr jeg hvis ikke styret rydder opp i ledelsen.
Zolly
11.07.2023 kl 08:26
3464
Newbe75 skrev Var vel ingen bombe det
Inntektene Q2 23 er redusert med 42% vs Q2 22. OuchhđČ
Hvor ble det av short squeezenđ
Hvor ble det av short squeezenđ