Added to YB: 2026-07-01
Pitch date: 2026-06-26
ENH.OL [bullish]
SED Energy Holdings Plc
-14.26%
current return
Author Info
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Company Info
SED Energy Holdings Plc provides tender-assisted drilling services in Southeast Asia, Thailand, Myanmar, and the United States.
Market Cap
NOK 585.0M
Pitch Price
NOK 7.53
Price Target
23.00 (+256%)
Dividend
8.08%
EV/EBITDA
4.61
P/E
8.11
EV/Sales
2.44
Sector
Energy Equipment and Services
Category
value
Weird Shit Investing 2026 - SED Energy Holdings Plc
ENH.OL: Cheapest offshore drilling upcycle play at 5-7x FCF vs 15-25x peers (Transocean, Valaris). 6 SE Asia rigs, $393m backlog, 0.3x leverage, 100% FCF payout, mid-teens yield. PE forced-seller overhang now cleared; Pioneer ~40% anchor. Base +48-79%, bull +195%, bear -31%. Catalysts: PTTEP renewals, M&A, Q2.
Read full article (2 min)