DTNOY(DTNOY)
DTNOY
10/16/26
DNO (DTNOY)
Friday
1:27 PM
ThesisDNO: the setup is constructive — Brent crude oil price movements (revenue directly indexed to Brent with minimal hedging typical for independents)
Revenue Outlook
Why Revenue Could Explode
- 01Brent crude oil price movements (revenue directly indexed to Brent with minimal hedging typical for independents)
- 02Kurdistan Regional Government payment status and export pipeline availability (Ceyhan pipeline disruptions impact cash realization)
- 03North Sea production performance and reserve replacement ratio
- 04Geopolitical developments in Iraq and Kurdistan Region affecting operational continuity
- 05Debt refinancing terms and liquidity position given 1.03 D/E ratio and 0.93 current ratio
FY2025 Snapshot
- Revenue
- $1.5B
- Rev. Growth
- +121%
- Gross Margin
- 28.3%
- Op. Margin
- 34.8%
- Net Margin
- -1.7%
- Net Income
- $-25M
- NI Growth
- +7.0%
- EPS
- $-0.48
- 1Y Return
- +66.8%
DTNOY Chart
My Notes
- value - The 1.1x P/S, 1.2x P/B, and 2.7x EV/EBITDA multiples combined with 65.2% FCF yield attract deep value investors willing to accept…
- Rising rates increase financing costs on DNO's debt (1.03 D/E ratio suggests ~$200M+ debt at this market cap), compressing net margins.
- Watch on earnings: Brent crude spot price and forward curve structure (backwardation vs contango affects hedging economics), Kurdistan oil export volumes through Turkey-Ceyhan pipeline and payment collection rates from KRG, North Sea production efficiency and uptime percentage at operated assets.
One Sentence Summary:
The bull case is simple: analysts see revenue climbing from $2.9B to $2.8B as brent crude oil price movements (revenue directly indexed to brent with minimal hedging typical for independents).
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
Explore More
Stock Comparison
Compare equities side by side
52-Week Highs Breakout
Stocks breaking to new annual highs
52-Week Lows Oversold
S&P 500 oversold value screener
Trending Momentum
Relative strength momentum leaders
Earnings Calendar
Upcoming earnings dates & reports
S&P 500 Screener
Filter and sort all 500 stocks
Market Movers
Today's biggest gainers and losers
Market Heatmap
Visual sector performance
