Added to YB: 2025-09-29
Pitch date: 2025-09-25
AKRBF [bullish]
Aker BP ASA
-2.63%
current return
Author Info
No bio for this author
Company Info
Aker BP ASA explores for, develops, and produces oil and gas on the Norwegian Continental Shelf. The company was formerly known as Det norske oljeselskap ASA and changed its name to Aker BP ASA in October 2016.
Market Cap
NOK 16.3B
Pitch Price
NOK 256.75
Price Target
274.32 (+10%)
Dividend
9.77%
EV/EBITDA
2.12
P/E
22.39
EV/Sales
1.87
Sector
Oil, Gas and Consumable Fuels
Category
dividend
AKER BP: The Norwegian Cash Flow Machine
AKRBF: NCS oil producer w/ $7/barrel costs vs peers' $10-12, 10% div yield + 5% annual growth commitment from 2025. Q2 net loss due to accounting goodwill impairment, not ops. 2025 capex peaks at $6.5B then drops to $3-4B by 2027, boosting FCF. DCF shows $27.52 target vs $25.65 price.
Read full article (14 min)