
We could not find any results for:
Make sure your spelling is correct or try broadening your search.
Share Name | Share Symbol | Market | Stock Type |
---|---|---|---|
Kistos Holdings Plc | KIST | London | Ordinary Share |
Open Price | Low Price | High Price | Close Price | Previous Close |
---|---|---|---|---|
134.00 | 132.00 | 135.00 | 132.00 | 135.00 |
Industry Sector |
---|
OIL & GAS PRODUCERS |
Top Posts |
---|
Posted at 08/1/2025 08:05 by ashkv Kist being conservative with Balder field start though Var Energi has it at Q2 2025Otherwise a solid update - good to see $45,000,000 FY 2024 Net Debt fall 75% from $174,900,000 HY 2024 Net Debt Kistos must be rolling in cash given its unhedged gas production - market not reflecting the same :( H2 2025 and for sure 2026 should have KIST production move to oil with Gas production declining and overall production increasing!!! SP-> 113.50p KIST Current Share Price vs 52 Week low of 93p on 12 Nov 24-> 18.23% KIST Current Share Price vs 52 Week High of 195p on 30 Apr 24-> 59.91% MarketCap GBP-> £94,050,348 MarketCap USD-> $117,280,784 Brent-> $77.00 British Gas Prices (Next Month)-> £118.0 Cash USD (31 Dec 24) -> $144,000,000 Debt USD (31 Dec 24) [Implied taking into account Provided Net Debt / Cash] -> $189,000,000 Net Debt(USD) (31 Dec 24) -> $45,000,000 TAX REBATE FROM NORWAY DUE DECEMBER 2025-> $65,000,000 Enterprise Value [EV] (In USD)-> $162,280,784 2025 Production Guidance (Mid Point 8,000 to 9,000 boe/d) -> 8,500 2024 FY Average Production -> 8,050 2024 H1 Average Production -> 8,400 FY 2023 Proforma Production Average-> 8,800 EV/Barrel [2025 Production Guidance (Mid Point 8,000 to 9,000 boe/d)]-> $19,092 EV/Barrel (FY 2024 Average Actual Proforma Production)-> $20,159 EV/Barrel (2025 Mid-Guidance Production with EV Adding Decommissioning Costs Minus Tax Refund Due Dec 25)-> $41,881 Abandonment Provision (Decommissioning Costs - HY 24 Results)-> $258,706,000 2P Reserves YE 2024 -> 24,600,000 Enterprise Value (EV) / 2P Reserves (YE24 2P Including Mime Acq 27.9MMboe)-> $6.60 Shares Outstanding (Per 2023 FY Results)-> 82,863,743 GBPUSD-> 1.247 EURUSD-> 1.034 |
Posted at 12/11/2024 10:37 by ashkv Added KIST at 96p - fall appears overdone :)12 November 2024 SP-> 96.00p KIST Current Share Price vs 52 Week low of 96p on 12 Nov 24-> 0.00% KIST Current Share Price vs 52 Week High of 195p on 5 Dec 23-> 103.13% MarketCap GBP-> £79,549,193 MarketCap USD-> $101,822,967 Brent-> $72.10 British Gas Prices (Next Month)-> £110.5 Cash USD (30 June 24) -> $70,000,000 Debt USD (30 June 24) -> $244,900,000 Net Debt(USD) (30 June 24) -> $174,900,000 TAX REFUND FROM NORWAY DUE DECEMBER 2024-> $84,000,000 Enterprise Value (In USD)-> [Subtracting Dec 2024 Norway Tax Refund] $192,722,967 2024 H1 Average Production -> 8,400 2024 Production Guidance (Mid Point 7,500 to 8,500 boe/d) -> 8,000 FY 2023 Proforma Production Average-> 8,800 EV/Barrel (2024 H1 Average Production)-> $22,943 Enterprise Value/Barrel [2024 Production Guidance (Mid Point 7,500 to 8,500 boe/d)]-> $24,090 Enterprise Value/Barrel (FY 2023 Average Actual Proforma Production)-> $21,900 Enterprise Value/Barrel (2023 Actual Production - Including Decommissioning Costs And Tax Refund Due Dec 24)-> $51,299 Abandonment Provision (Decommissioning Costs - HY 24 Results)-> $258,706,000 2P Reserves HY 2024 -> 26,400,000 Enterprise Value (EV) / 2P Reserves (YE23 2P Including Mime Acq 27.9MMboe)-> $7.30 Shares Outstanding (Per 2023 FY Results)-> 82,863,743 GBPUSD-> 1.28 EURUSD-> 1.062 |
Posted at 25/9/2024 09:59 by ashkv Production will be up by 5,000 b/oed once Jotun FPSO up and running late mid 2025And KIST production will double by YE 2025 once Jotun FPSO should be at guied 80,000 Boe/d [Kist has 10% of Balder X) "Balder X, will secure production from the Balder Area beyond 2045, unlocking gross proved plus probable (2P) reserves of around 150 million barrels of oil equivalent (mmboe) and with a gross peak production of 80 kboepd²." |
Posted at 25/9/2024 08:05 by ashkv Happy with production at top end of 2024 guidance for H1 2024Going into winter / Q4 gas prices and oil prices should be supportive. Net debt skewed high based on expectation of 2024 Norwegian Tax Refund of USD 84 million due in late Q4 2024 Once Jotun FPSO is online late mid 2025 KIST will be firing on all cyclinders :) Director Buys would be appreciated / are warranted :) SP-> 112.00p KIST Current Share Price vs 52 Week low of 112p on 24 June 24-> 0.00% KIST Current Share Price vs 52 Week High of 224p on 28 Sep 23-> 100.00% MarketCap GBP-> £92,807,392 MarketCap USD-> $124,361,905 Brent-> $75.00 British Gas Prices (Next Month)-> £87.0 Cash USD (30 June 24) -> $70,000,000 Debt USD (30 June 24) -> $244,900,000 Net Debt(USD) (30 June 24) -> $174,900,000 TAX REFUND FROM NORWAY DUE DECEMBER 2024-> $84,000,000 Enterprise Value (In USD)-> $299,261,905 2024 H1 Average Production -> 8,400 2024 Production Guidance (Mid Point 7,500 to 8,500 boe/d) -> 8,000 FY 2023 Proforma Production Average-> 8,800 EV/Barrel (2024 H1 Average Production)-> $35,626 Enterprise Value/Barrel [2024 Production Guidance (Mid Point 7,500 to 8,500 boe/d)]-> $37,408 Enterprise Value/Barrel (FY 2023 Average Actual Proforma Production)-> $34,007 Enterprise Value/Barrel (2024 Mid-Guidance Including Norwegian Tax Refund Due Dec 24)-> $26,908 Enterprise Value/Barrel (2023 Actual Production - Including Decommissioning Costs And Tax Refund Due Dec 24)-> $51,067 Abandonment Provision (Decommissioning Costs - FY 2023 Results)-> $234,125,920 2P Reserves HY 2024 -> 26,400,000 Enterprise Value (EV) / 2P Reserves (YE23 2P Including Mime Acq 27.9MMboe)-> $11.34 Shares Outstanding (Per 2023 FY Results)-> 82,863,743 GBPUSD-> 1.34 |
Posted at 16/5/2024 07:02 by ashkv That is standard stuff on most results - KIST professionalism that it is highlighted.Kistos will be long sold at multiples of current price before any real financial issues - that is of couse unless we get back to negative oil prices / similar for a sustained period... Highly unlikely... |
Posted at 13/5/2024 11:37 by ashkv Also would appreciate 2024 guidance from KIST inclusive and exclusive of Balder field production!!! |
Posted at 13/5/2024 11:22 by ashkv With the massive Q1/Q2 2024 tax payment to the UK and payment for recently acquired gas storage assets - 30 April financial picture appearing not so rosy. This will all change with Balder coming online in Q4 2024.SP doesn't reflect new gas storage, Balder, massive Eur 80 million Dec 2024 Norway Tax Refund and AA deal making capabilities. Perhaps the share price could go lower but this is a decent range to add as the balance sheet will deleverage going forward and this should reflect in market cap - SP-> 160.00p KIST Current Share Price vs 52 Week low of 138p on 19 Feb 24-> 15.94% KIST Current Share Price vs 52 Week High of 272p on 16 June 23-> -41.18% MarketCap GBP-> £132,581,989 MarketCap USD-> $165,727,486 Brent-> $83.00 British Gas Prices (Next Month)-> £72.2 Cash EUR (30 April 2024) (Pro Forma)[Inferred from Eur 148 million Net Debt 30Apr24] -> 70917000 Cash USD (30 Apr 2024) (Pro Forma)-> $76,590,360 Debt EUR (31 Dec 2023) (Pro Forma)-> €218,917,000 Debt USD (31 Dec 2023) (Pro Forma)-> $236,430,360 Net Debt(EUR) (31 Aug 2023) (Pro Forma)-> -€148,000,000 Net Debt(USD) (31 Aug 2023) (Pro Forma)-> -$159,840,000 TAX REFUND FROM NORWAY DUE DECEMBER 2024-> €80,000,000 Enterprise Value (In USD)-> $325,567,486 2023 Production Guidance (Mid Point 8,500 to 10,500 boe/d) -> 9,500 H1 2023 Proforma Production Average-> 9,200 FY 2023 Proforma Production Average-> 8,800 Enterprise Value/Barrel (2023 Production Guidance Mid Point)-> $34,270 Enterprise Value/Barrel (HY 2023 Average Actual Proforma Production)-> $35,388 Enterprise Value/Barrel (FY 2023 Average Actual Proforma Production)-> $36,996 Enterprise Value/Barrel (2023 Actual Production Including Norwegian Tax Refund Due Dec 24)-> $27,178 Enterprise Value/Barrel (2023 Actual Production - Including Decommissioning Costs And Tax Refund Due Dec 24)-> $53,560 Abandonment Provision (Decommissioning Costs - FY 2023 Results)-> $225,764,280 Enterprise Value (EV) / 2P Reserves (YE23 2P Including Mime Acq 27.9MMboe)-> $11.67 Shares Outstanding / No warrants outstanding (Per 2023 FY Results)-> 82,863,743 GBPUSD-> 1.25 EURUSD-> 1.08 |
Posted at 01/2/2024 20:17 by nigelpm The logic of a merger between SQZ, KIST, ENQ is huge - to then be swallowed by HBR. |
Posted at 01/2/2024 09:54 by ashkv SP: 142.00pKIST Current Share Price vs 52 Week low of 142p on 1 Feb 24: 0.00% KIST Current Share Price vs 52 Week High of 435p on 13 Feb 23: -62.63% MarketCap GBP: £117,661,200 MarketCap USD: $148,841,418 Brent: $81.25 British Gas Prices (Next Month): £74 Cash EUR (31 Aug 2023) (Pro Forma): €226,000,000 Cash USD (31 Aug 2023) (Pro Forma): $244,080,000 Debt EUR (30 June 2023) (Pro Forma): €289,000,000 Debt USD (30 June 2023) (Pro Forma): $312,120,000 Net Debt(EUR) (31 Aug 2023) (Pro Forma): -€63,000,000 Net Debt(USD) (31 Aug 2023) (Pro Forma): -$68,040,000 TAX REFUND FROM NORWAY DUE DECEMBER 2023: €71,700,000 Enterprise Value (In USD): $216,881,418 2023 Production Guidance (Mid Point 8,500 to 10,500 boe/d) 9,500 H1 2023 Proforma Production Average: 9,200 Enterprise Value/Barrel (2023 Production Guidance Mid Point): $22,830 Enterprise Value/Barrel (HY 2023 Average Actual Production): $23,574 Enterprise Value/Barrel (2023 Mid Point Guidance Including Norwegian Tax Refund Due Dec 23): $14,678 Enterprise Value/Barrel (2023 Mid Point - Including Decommissioning Costs And Tax Refund Due Dec 23): $36,395 Abandonment Provision (Decommissioning Costs - HY 2023 Results): $208,867,680 Enterprise Value (EV) / 2P Reserves (Including Mime Acq 36.3 MMboe): $5.97 Shares Outstanding: 82,860,000 GBPUSD: 1.265 EURUSD: 1.08 |
Posted at 18/1/2024 16:40 by billy ray Cash,I'm certainly not disagreeing with you. But, as the saying goes, politicians campaign in poetry and govern in prose. So if Labour does win the general election, then I wonder if Starmer may have to be slightly more pragmatic than his current rhetoric suggests with regard to fossil fuels and the necessity for UK security of supply (at the very least, relating to natural gas which is considered a vital part of the energy transition and is relatively low-carbon in comparison to coal and oil). And whoever wins, post election there should at least be some clarity over the tax situation going forward, and any further investments in the UKCS can then be planned accordingly. If Labour does win (likely) then I can see an immediate sell off in companies with exposure to the UKCS, like KIST. But that might just also offer an intriguing contrarian buying opportunity? (One for the brave!) And mariopeter, as I have a very decent-sized holding in PRD, I absolutely agree with you about Morocco! PRD's most recent RNS mentioned three times the opportunity, post successful testing, for a 'partial monetisation' of its Moroccan gas assets, and AA could do a lot worse than to utilise KIST's large cash pile to invest in Guercif, IMO. However, saying that, AA does tend to like already producing assets rather than a development opportunity such as Guercif (although, of course, CNG could be up and running in the fairly near term), which may preclude PRD as an option? So my personal hunch is that AA will look to add assets in Norway. Yes, the tax rate is high but at least it's stable (with decent relief on investments), so he can therefore more accurately calculate the potential returns on any assets without being overly concerned about further government meddling. |
It looks like you are not logged in. Click the button below to log in and keep track of your recent history.
Support: +44 (0) 203 8794 460 | support@advfn.com
By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions