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Latest research

SDX Energy

Lalla Mimouna - de-risks demand expectations

Flash note | Oil & Gas | 20/04/2018

SDX Energy has discovered gas at the LNB-1, Morocco with 300m of gas-bearing horizons discovered in an over-pressured section in the Lafkarena sequence. Heavy hydrocarbons contained in gas indicate a thermogenic hydrocarbon source rock, indicative of a new petroleum system that has previously not been encountered at Sebou. Preliminary estimates of recoverable gas at LNB-1 are un-risked mid-case volume of 10.2bcf with 55kbbls of condensate. This is significantly larger than the traps encountered at…

Yowie Group

Termination of coverage

Update | Consumer Support Services | 18/04/2018

Edison Investment Research is terminating coverage on Yowie Group (YOW). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

Hellenic Petroleum

Refining estimates and valuation

Update | Oil & Gas | 17/04/2018

A recovery in benchmark margins in February and March 2018 will offer relief to investors after a crude oil rally compressed margins in Q417. In this note, we adjust our forecasts to mark to market for Q118, while reflecting the anticipated positive margin impact of shipping regulatory changes in late 2019 and 2020. Longer term, European refining overcapacity remains a concern with capacity growth exceeding product demand growth – OPEC expects Europe to account for c 51% of projected global…

SDX Energy

Ibn Yunus-1 de-risking Abu Madi Baltim trend

Flash note | Oil & Gas | 12/04/2018

SDX Energy has announced results from the Ibn Yunus-1 well at South Disouq, Egypt (SDX 55%). Ibn Yunus-1 is the second consecutive gas discovery at South Disouq (after SD-1X) and encountered 100.8 net meters of conventional pay in the Abu Madi horizon, with average porosity of 28.5%. The well came in on prognosis but with a reservoir thickness and quality above pre-drill expectations. We expect to de-risk Ibn Yunus on flow testing; however, indicatively moving to an 80% chance of success (equivalent…

Hurricane Energy

Lancaster EPS on track and on budget

Flash note | Oil & Gas | 10/04/2018

Management’s concept selection and contracting strategy appears to deliver the desired result, with Hurricane reiterating that the Lancaster EPS remains on time and on budget and first-oil scheduled for H119. Market focus is likely to remain on installation items during the 2018 weather window and then to technical data established once production has stabilised. These data are likely to significantly increase our understanding of Greater Lancaster Area (GLA) resource recovery potential and…

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