Dec 11 2019
Resources & environment
Recent Research
Premier Oil, Positive and steady trading update
Nov 14 2019
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Premier Oil
Positive and steady trading update
Premier Oil’s trading update confirms guidance almost across the board. The group has a nice mix of exploration, appraisal and development projects and continues to make good progress...
Kenmare
Operational update signals solid third quarter and expansion on track
Kenmare has delivered a solid third quarter with minimal surprise. At the same time, the expansion project is also on track with earlier guidance and titanium markets are tight. We...
Eland Oil and Gas
Cash bid good outcome for shareholders
The all cash offer for Eland by Seplat should be warmly welcomed by shareholders. It is a neat outcome that recognises a degree of upside but also the reality of the current public...
Providence Resources
Calls time on farm-out agreement
Providence has initiated the process to claim back the Barryroe equity assigned to APEC’s 50% working interest in the project. This follows the failure by APEC to perform as agreed...
Premier Oil
H1 performance biased to upper end of expectations
Both financial metrics and operational performance are either in line or at the upper end of expectation. The group is performing well operationally and has lined up a suite of new...
Kenmare
Solid performance across the board
The interim result confirmed a very solid performance across the board and favourable markets for feedstocks. Improvements continue at the operational level — in particular, mining —...
Falcon Oil and Gas
Learning through play
This year’s drilling activity is structured to glean as much as possible from the various oil and gas targets identified in the Beetaloo Basin, Northern Australia. This will allow the most...
