Alarm?

Sector??

Var vel ingen bombe det

Inntektene Q2 23 er redusert med 42% vs Q2 22. Ouchh😲

Hvor ble det av short squeezen😝

Etter og ha halvert inntektene fra i fjor prater Rune om ett marked i bedring.. inntektene er på nivå under oljekrisen hvor olja falt ned mot 0.. hvor er styret som lar denne mannen få holde på?? Helt ufattelig.. 2024 blir PGS sin død spår jeg hvis ikke styret rydder opp i ledelsen.

Hvorfor ikke legge denne aksjen "død" i stedet for å fylle opp forumet med intetsigende pjatt?

Dirty profit warning ☹️

Du bør shorte aksjen. Fantastisk mulighet og analyse.

Skjønner ikke hvorfor du gidder å skrive hær🤔

Andre kvartal er historie for lenge siden, det er q3 nå. Bra avtale på havvind prosjekt nylig. Kan bli mer fremover.

Besidder man ikke selv kompetencerne så lyt til de professionelle 😊

Analytiker spår lettelsesrally
Tallene er en lettelse sammenlignet med hvor dårlig det var hos TGS i går. PGS leverte stort sett på 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 PGS’ 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 – Q2 revenues likely a relief

While PGS’ revenues fell somewhat short of expectations, the magnitude of the negative deviation was far lower and thus we believe today’s print will be a relief for investors and expect a reversal of yesterday’s 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.

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