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Latest research

Hellenic Petroleum

IMO 2020 on the horizon

Outlook | Oil & gas | 21/03/2019

Changes to bunker fuel regulation to be implemented on 1 January 2020 by the International Maritime Organization (IMO) will have major implications for both the refining and shipping sectors. Shipping costs will rise, sour crude discounts will widen, high sulphur fuel oil (HSFO 3.5%) demand will collapse, being replaced by increased demand for ultra-low sulphur fuel oil (ULSFO 0.5%) and marine gasoil (MGO 0.5%). In this note, we outline some of the options shippers and refiners are likely to consider…

Vermilion Energy

Dividend and growth comfortably covered

Update | Oil & gas | 19/03/2019

Vermilion Energy offers a geographically diverse production base, the ability to fund an 8.1% dividend yield and a forecast FY19 c C$530m capital programme, all achievable even at realised commodity prices c 3% below our base case (WTI US$56.1/bbl, Brent US$62.8/bbl). We adjust our FY19 and FY20 forecasts to reflect lower short-term commodity price expectations (based on the latest EIA forecasts of 12 March 2019). EIA’s FY19 WTI moves from US$64.9/bbl to US$56.1/bbl (-14%), driving down our…

Hurricane Energy

Aoka Mizu hook-up at Lancaster

Flash note | Oil & gas | 19/03/2019

The Aoku Mizu FPSO is now on station and hooked up at Lancaster; we believe this keeps the EPS on schedule for first oil in H119. Hurricane will now focus on topside commissioning prior to start-up, which will be followed by a ramp-up period to a gross targeted plateau production rate of 20kbd (17kbod net of operating efficiency). In addition to progressing Lancaster, the company has a full programme of activity in its neighbouring Greater Warwick Area (GWA), with the three-well E&A programme in…

Actinogen Medical

Differentiated treatment for Alzheimer’s disease

Initiation | Pharmaceuticals & healthcare | 18/03/2019

Actinogen Medical is an ASX-listed Australian biotech developing its lead asset Xanamem to treat cognitive impairment that occurs in chronic neurodegenerative diseases. Xanamem® is a selective 11β-HSD1 inhibitor that is able to cross the blood-brain barrier and target excess brain cortisol, which has been associated with cognitive impairment in Alzheimer's disease (AD). The ongoing Phase II XanADu trial is fully enrolled with mild AD patients, who receive Xanamem in conjunction with…

Egdon Resources

Extensive shale sequence with gas indications

Flash note | Oil & gas | 14/03/2019

IGas has released an initial update on drilling activity at Springs Road, with over 250m of hydrocarbon bearing shale encountered. Pressurised core samples were shown to release gas at atmospheric pressure as can be seen in this video released by IGas. Our last published conventional asset value for Egdon was 12.7p/share and included 3.6p/share of risked value for Biscathorpe-2 which we expect to remove. The valuation of Egdon’s net shale resource (188,000 net acres) remains uncertain but,…

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