Market's view on Kistos Holdings
Published on April 2024
- There are mentions of potential strategic reasons behind the Norwegian FPSO commissioning pulling the schedule closer.
- Some upward movement in stock prices with conjectures about gas storage implications.
- Speculations about significant buying activities and potential future moves including mergers or focusing on the Southern Gas Fields.
- The UK and European domestic gas producers could benefit from current market conditions.
- Observations on the impact of political changes on the Windfall tax and its effects on the stock market.
- Discussions about gas trading margins, quantities, and the impact of weather and alternative energy sources on gas prices and storage needs.
- Detailed analysis of a significant deal involving gas storage facilities, highlighting their strategic importance to UK Energy Security Policy and potential benefits in terms of flexibility in trading and opportunities in compressed air and hydrogen markets.
- Observations on avoiding the windfall tax through strategic business decisions, with calls for a full company update.
- Discussions on the valuation of cushion gas in facilities and the overall cost-effectiveness of recent acquisitions.
- Historical comparisons to previous stock performance and expectations for future profitability based on strategic moves by company leadership.
- Comments on the current pricing of stocks being perceived as too low, suggesting a potential undervaluation.
- Concerns about misleading financial summaries mixing current market cap with past debt, highlighting the importance of timely and accurate financial reporting.
- Conversations on the cash balance, outstanding debt, and the net cash position at year-end suggesting a discrepancy with the market cap and indicating potential undervaluation.