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Added to YB: 2023-12-05

Pitch date: 2023-12-02

OKEA.OL [bullish]

OKEA ASA

-33.18%

current return

Author Info

Company Info

OKEA ASA, an oil and gas company, engages in the development and production of oil and gas in the Norwegian Continental Shelf.

Market Cap

NOK 2.6B

Pitch Price

NOK 32.40

Price Target

N/A

Dividend

N/A

EV/EBITDA

0.40

P/E

-2.17

EV/Sales

0.28

Sector

Oil, Gas and Consumable Fuels

Category

value

Show full summary:
Winter is coming …

$OKEA: Undervalued Norwegian E&P, $310M mkt cap, 23 kboepd prod, 12.5% div yield. Overreaction to Statfjord deal delay is buying opp. Strong FCF, neg net debt, 1.65 P/FCF. Contrarian energy play on low valuation, sector tailwinds of robust demand, OPEC+ cuts, cold EU winter.

Read full article (4 min)