May 24 2023
Resources
Recent Research
Tullow Oil, Kenya update
May 23 2023
Kenmare, Capital Markets Day statement
Apr 26 2023
Tullow Oil, FY2022 results
Mar 8 2023
Meet your Resources Research team
Barryroe Offshore Energy plc
Lease undertaking update
Barryroe has released a statement saying that it has received a letter from the Department of the Environment, Climate and Communications (DECC) confirming that it cannot grant the...
Kenmare
Capital Markets Day statement
Ahead of its Capital Markets Day later today, Kenmare has released a statement outlining the expected capex associated with relocating WCP A, which is in line with our expectations, as...
Tullow Oil
Tax claims referred to international arbitration
Tullow has announced that it has filed two disputed tax assessments made by the Ghana Revenue Authority (GRA) for arbitration with the International Chamber of Commerce in London....
Kenmare
Guidance update
Following some unexpected issues with the electricity grid and associated power outages, Kenmare now expects 2022 ilmenite production to be 2.7% below our forecast. However, shipments...
Barryroe Offshore Energy plc
Execution of funding agreement
Barryroe has confirmed that the funding agreement, announced as being finalised on November 22nd with Vevan Unlimited Company (Vevan), has now been executed. The funding can be used...
Barryroe Offshore Energy plc
Funding requirements from DECC have been met
Barryroe has announced that it has agreed a funding arrangement with a key shareholder, Vevan Unlimited Company, to underwrite the entire funding costs associated with the work...
Barryroe Offshore Energy plc
Financial Capability Assessment
Barryroe confirmed on October 31st that it has had correspondence with the Department of the Environment, Climate and Communications (DECC) regarding its Lease Undertaking...
Kenmare
New forecasts and sensitivities
We upgrade our Kenmare forecasts for 2022/2023 and introduce new forecasts for 2024. We continue to conservatively model a decline in commodity prices through 2024 due to macro...
Barryroe Offshore Energy plc
H1 2022 results statement
Barryroe Offshore Energy’s (BEY) interim results re-state the contribution that the Barryroe field can make to energy security in Ireland, facilitate the energy transition period and...
Kenmare
Appointment of new Financial Director
Kenmare has announced that Tom Hickey has been appointed as the new Financial Director to replace Tony McCluskey, who previously announced that he is retiring. This appointment is...