Kistos Holdings – Oman Acquisition, Valuation and Investment Case
Updated equity research on Kistos Holdings $KIST., covering the Oman acquisition, Balder/Norway, legacy assets, bond structure, DCF valuation
Kistos Holdings Analysis – December 2023
Kistos Holdings Analysis. Including all assets, explanation and application of taxes in the 3 jurisdictions, and a detailed model (valuation)
Kistos FY22 results
Kistos FY22 results analysis. we will focus on analyzing the fine print of the results, trying to understand what may lie ahead, and modeling the company from a conservative standpoint
Kistos acquires Mime Petroleum (Norway)
Kistos acquires Mime Petroleum (Norway). We analyse de economics of the transaction & assets, the current outlook of the new Kistos and our own EBITDA model We have just launched our premium service that will include new investment ideas and deep dives, updates after IR/CFO/CEO meetings, monthly market analysis, comments on the latest news, analysis of quarterly results, direct insights on our portfolio management rationale, and monthly Q&A with the team... and to celebrate, until May 21, we are offering a 10% discount with the code Welcome10 Did you know that we have already published 4 articles just this week and that there will be more than 10 each month? It's going to be worth it!
Kistos Holdings – Share Price Plummets to 52-Week Lows
It has been a horrible beginning of the year for Kistos share price; $KIST.L has fallen off a cliff (-26% YTD) due to a warmer-than-expected winter and the still recent impact of WFT. However,...
Kistos Holdings (LON:KIST) Investment Thesis
Investment thesis - Kistos Holdings. A small company run by Andrew Austin(Ex-RockRose) which invest in natural gas assets in the North Sea
Kistos PLC 1H22 Results – LON:KIST
Highlights The production has been 12400 boepd which is bigger than the guideline (12000). It has been 6100 in the Netherlands and 6300 in GLA. Proforma revenue from gas sales…