Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Sable (SOC) To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Sable between May 19, 2025 and June 3, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Sept. 24, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eage ...

Permian Resources Corporation (NYSE:PR) is one of the Best Undervalued Stocks to Invest in According to Reddit. On September 19, Scotiabank analyst Paul Cheng began coverage of the company’s stock with an “Outperform” rating and a price objective of $21. As per the analyst, the company is positioned for greater FCF growth and has a deeper inventory compared to its peers. Also, it sees Permian Resources Corporation (NYSE:PR)’s valuation as attractive at the current share levels. Scotiabank Begins Coverage ...

雪佛龙公司(CVX)与Enterprise Products Partners(EPD)比较 - 两家公司均为与二叠纪盆地有紧密联系且以稳定资本回报著称的石油能源巨头 为关注收益的投资者提供不同投资途径 CVX通过数十年股息增长 EPD通过出色的分配增长记录 [1] 雪佛龙公司(CVX)投资亮点 - 完成530亿美元收购赫斯公司的转型交易 增加圭亚那优质资产并加强美国页岩业务布局 [3] - 管理层预计到2025年实现年化10亿美元协同效应 到2026年增加125亿美元自由现金流 [3] - 实施100-200亿美元年度股票回购计划 拥有行业最强资产负债表之一及150亿美元 disciplined资本支出计划 [4] - 连续37年增加股息 股息收益率超过4% [4] - 二叠纪盆地产量超100万桶油当量/日 合资项目为AI数据中心提供高达4GW天然气电力 [5] - 2025年迄今股价上涨近9% 受益于赫斯交易推动的增长叙事和二叠纪创纪录产量 [12] Enterprise Products Partners(EPD)投资亮点 - 采用多元化中游业务模式 拥有50,000英里管道 大规模存储和出口终端 [7] - 近期收购包括5.8亿美元西方石油公司资产和9.5亿美元Piñon Midstream 扩大在二叠纪盆地天然气地位 [7] - 连续27年增加分配 收益率近7% 覆盖率达1.6倍 [8] - 约90%长期合同含通胀调整条款 债务与EBITDA比率约3.0倍 低于行业平均 拥有50亿美元流动性 [8][10] - 2025年计划增长支出40-45亿美元 到2026年将降至20-25亿美元 为回购或分配增长释放现金 [10] - 2025年迄今股价仅上涨0.3% [12] 财务与估值比较 - CVX远期市销率1.35倍 略高于EPD的1.29倍 反映其增长潜力 [14] - 过去60天CVX的2025年盈利预期上调8% 2026年上调5% 当前2025年预期7.83美元 2026年9.46美元 [16][17] - EPD的2025年和2026年盈利预期遭下调 反映利润率压力和增长预期放缓 当前2025年预期2.70美元 2026年2.86美元 [17] 业务发展战略 - CVX通过圭亚那资产和页岩业务实现多元化 降低对二叠纪盆地依赖 布局锂提取和数据中心供电等新业务 [3][5][6] - EPD专注于中游基础设施 包括NGL分馏 石化基础设施和LNG相关项目 利用不断增长的出口需求 [10]

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Catch up on the latest in trending news:Slice of the pie: Lithium Americas (LAC) continues to rally this morning, as the Trump administration is said to be seeking an equity stake in the company. The news comes as the government reevaluates its $2.3B loan for Thacker Pass, the largest known lithium deposit in the U.S. Bright outlook: Micron Technology (MU) e ...

项目投资与产能规划 - 埃克森美孚与合作伙伴（包括雪佛龙）批准投资68亿美元开发圭亚那近海Hammerhead项目 预计2029年投产 [1][4][5] - Hammerhead项目将配备浮式生产储卸油装置 设计产能为每日15万桶 包含18口生产井和注入井 [5] - 截至2029年底 圭亚那地区将有7个生产项目 第八个项目预计2030年投运 使区域总产能提升至每日170万桶油当量 [1][6] 资源储备与开发进展 - Stabroek区块为过去十年最大石油发现 已探明可采资源量超过110亿桶油当量 [4] - 区域第四个项目Yellowtail已完成 产能达每日25万桶 使总装机容量提升至每日90万桶 [6] - 另有两个项目Uaru和Whiptail分别计划于2026年和2027年完成 [6] 财务目标与股东回报 - 埃克森美孚计划到2030年投入1400亿美元于重大资本项目 预计投资生命周期回报率超30% [7] - 公司预计2030年收益能力增长200亿美元 现金流增长300亿美元 对应年复合增长率分别为10%和8% [8] - 埃克森美孚计划2025-2026年每年回购200亿美元股票 并保持连续42年增加股息的行业纪录 [8] - 雪佛龙预计明年因哈萨克斯坦和墨西哥湾项目完成 年度自由现金流可增加125亿美元 [10] - 雪佛龙计划每年回购100-200亿美元股票 并保持连续38年增加股息 [11] 战略协同与增长前景 - 雪佛龙通过收购赫斯获得Stabroek区块30%权益 将参与Uaru、Whiptail及Hammerhead等项目 [9] - 圭亚那项目将推动两家公司生产和自由现金流增长至2030年代 为股东回报提供资金支持 [9][12] - 产量与现金流增长预期使两家公司成为具备长期投资价值的顶级石油股 [12]

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Oslo, 24 September 2025 – DNO ASA, the Norwegian oil and gas operator, today announced that Birgitte Wendelbo Johansen has been appointed Chief Financial Officer effective 1 November 2025, replacing Haakon Sandborg who is stepping down following 24 years in the role. Ms. Johansen joins DNO from Reach Subsea ASA, an Oslo Børs listed oil services company, where she served as Chief Financial Officer since 2012. Prior to this, she had a successful career in banking, specializing in shipping and energy. “I am pl ...

EOG Resources, Inc. (NYSE:EOG) is one of the Most Promising Energy Stocks According to Wall Street Analysts. On September 15, Mizuho analyst Nitin Kumar reduced the price target on the company’s stock to $133 from $140, while keeping a “Neutral” rating. Notably, the firm expects a positive skew in gas prices over the upcoming 12 months. As per the analyst, while oil stocks continue to price in the current strip, the gas stocks provide a 10%-15% discount on the basis of implied commodity prices. Notably, EO ...

Back in March, Canadian Natural Resources (NYSE: CNQ )(TSX: CNQ:CA ) shares were stumbling from the threat of U.S tariffs on Canadian oil. I argued then that the sell-off was overdone, with the tariffs unlikelyMountain Valley Value Investments specializes in identifying undervalued companies with strong growth potential across various sectors. Focused on long-term value and buying at the right price, we leverage deep industry insights and rigorous analysis to uncover opportunities with the potential to deli ...

Cenovus Energy Inc. (NYSE:CVE) is included among the 15 Best Natural Gas and Oil Dividend Stock to Buy Now. Cenovus Energy (CVE) - Among the Best Oil and Gas Dividend Stocks to Buy Now Image by Steve Buissinne from Pixabay Cenovus Energy Inc. (NYSE:CVE) made headlines this summer when the company announced that it would acquire MEG Energy in a C$7.9 billion cash-and-stock deal, creating one of the largest oil sands companies in Canada. However, the deal has fallen into controversy with a rival hostile b ...