1Anno·

Position full for now with 7700 shares. I expect demand for commodities/oil to continue until at least early/mid 2026.

19.02

VAR

Var Energi

Acquistato x679 a 2,777 €

1885,58 €

4 Commenti

K@TechNav

1Anno

With Vår Energi, I see that they don't have the biggest share of the pie at the moment and that their remaining reserves, for which they have licenses, are becoming increasingly scarce. I don't see them growing and I'm also concerned about their total debt to equity ratio (last quarterly report) of 184.59%. Dividends are positive, but in my opinion they should also be sustainable.

In the link you will find several discoveries combined by the license holders in the North Sea and Norwegian Sea: https://www.norskpetroleum.no/en/facts/field/

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N@Khlmysee

1Anno

@wealth_strategist_297I am actually not quite so skeptical for this reason alone: https://varenergi.no/news/var-energi-to-acquire-neptune-energys-norwegian-oil-and-gas-assets-to-accelerate-growth-and-value-creation-on-the-ncs/. The debt level and liabilities are almost always at the same level every quarter.

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Utente eliminato

1Anno

Il commento è stato cancellato

N@Khlmysee

1Anno

@ausgeklammertI think Shell's growth is pretty much exhausted and the dividend is not attractive either. With VAR Energi, the growth opportunity and dividend appeal to me.

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