{"id":5574,"date":"2026-02-17T14:55:02","date_gmt":"2026-02-17T13:55:02","guid":{"rendered":"https:\/\/www.powertrade.fr\/?p=5574"},"modified":"2026-02-17T14:55:02","modified_gmt":"2026-02-17T13:55:02","slug":"un-point-rapide-sur-noram-drilling","status":"publish","type":"post","link":"https:\/\/www.powertrade.fr\/index.php\/2026\/02\/17\/un-point-rapide-sur-noram-drilling\/","title":{"rendered":"Un point rapide sur Noram Drilling"},"content":{"rendered":"\n

Nous avions recommand\u00e9 l\u2019action Noram Drilling dans notre article du 24 f\u00e9vrier 2024 (il y a donc presque 2 ans) que vous pouvez retrouver ici<\/a>.<\/p>\n\n\n\n

Pour rappel, NorAm Drilling est une entreprise norv\u00e9gienne fond\u00e9e en 2007 et bas\u00e9e \u00e0 Oslo, sp\u00e9cialis\u00e9e dans le forage terrestre de puits horizontaux pour l’extraction de p\u00e9trole et de gaz aux \u00c9tats-Unis. Elle op\u00e8re une flotte de 11 appareils de forage Ultra Super Spec, tous d\u00e9ploy\u00e9s dans le bassin permien, avec un historique d’op\u00e9rations de 15 ans.<\/p>\n\n\n\n

Op\u00e9rant principalement aux Etats-Unis, Noram annonce syst\u00e9matiquement son dividende en dollars US. Le montant est converti en couronnes norv\u00e9giennes (NOK) vu que le si\u00e8ge de la soci\u00e9t\u00e9 est \u00e0 Oslo.<\/p>\n\n\n\n

Ce dividende a baiss\u00e9 r\u00e9guli\u00e8rement, refl\u00e9tant en g\u00e9n\u00e9ral la baisse des cours du baril de brut.<\/p>\n\n\n\n

Toutefois, Noram prend plus de 10% ce jour, 17 f\u00e9vrier 2026 suite \u00e0 leur annonce \u2026 alors m\u00eame que le d\u00e9tachement du dividende a lieu aujourd\u2019hui, ce qui est pour le moins paradoxal.<\/p>\n\n\n\n

La raison de cette hausse tient dans ce communiqu\u00e9 publi\u00e9 la veille<\/a>, dans lequel la soci\u00e9t\u00e9 annonce la signature de contrats avec deux op\u00e9rateurs E&P pour ses deux appareils de forage inactifs, menant \u00e0 une utilisation \u00e0 100 % de sa flotte pour la premi\u00e8re fois depuis 2023 et un carnet de commandes de 28,3 millions de dollars.<\/p>\n\n\n\n

L\u2019augmentation des capacit\u00e9s de forage semble donc laisser entrevoir une augmentation future des dividendes puisque le parc de forage de Noram Drilling sera d\u00e9sormais utilis\u00e9 \u00e0 100% de sa capacit\u00e9 !<\/p>\n\n\n\n

Le dividende mensuel sera pay\u00e9 le 25 f\u00e9vrier 2026.<\/p>\n\n\n\n

L\u2019analyse de Simply Wall Street, r\u00e9sum\u00e9e ci-dessous<\/a> vous apprend une le\u00e7on essentielle\u00a0: ne pas faire une confiance aveugle aux analyses de ce genre de site\u00a0!<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Car oui, l’analyse pointe faiblesse relative \u00e0 l’instabilit\u00e9 des dividendes pour l\u2019action Noram Drilling. Et c\u2019est bien normal car la soci\u00e9t\u00e9 d\u00e9livre un dividende au mois le mois en fonction de ce qu\u2019elle a produit le mois pr\u00e9c\u00e9dent.<\/p>\n\n\n\n

Toutefois, et c\u2019est le point essentiel, le management a prouv\u00e9 dans la dur\u00e9e que ses int\u00e9r\u00eats \u00e9taient align\u00e9s avec ceux des investisseurs.<\/p>\n\n\n\n

 Noram Drilling est donc une valeur pour l\u2019investisseur de long terme.<\/p>\n\n\n\n

L\u2019augmentation de la valeur fait baisser m\u00e9caniquement le rendement, mais on reste sur une distribution de l\u2019ordre de 10% annuel (14% il y a quelques mois).<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Vous pouvez l\u2019acheter directement sur la place d\u2019Oslo si votre broker vous y donne acc\u00e8s (code ISIN : NO0010360019). C\u2019est le cas pour Saxobank.<\/p>\n\n\n\n

Sinon, pour le PEA et le PEA-PME (Noram en tant que valeur europ\u00e9enne est \u00e9ligible \u00e0 ces 2 portefeuilles), vous pouvez \u00e9galement l\u2019acheter en euros car elle c\u00f4te \u00e9galement \u00e0 la bourse de Francfort (TM9).<\/p>\n\n\n\n

Noram publiera ses r\u00e9sultats du quatri\u00e8me trimestre le 25 f\u00e9vrier 2026.<\/p>\n\n\n\n

Le PER pour l\u2019ann\u00e9e 2026 est estim\u00e9 \u00e0 8,07. Vous trouverez d\u2019autres informations sur le site Zonebourse<\/a>.<\/p>\n\n\n\n

\n\n\n\n

Si vous appr\u00e9ciez les valeurs \u00e9nerg\u00e9tiques qui d\u00e9livrent un dividende mensuel comme Noram Drilling, n\u2019oubliez pas que vous pouvez aussi vous int\u00e9resser \u00e0 In Play Oil<\/a>.<\/p>\n\n\n\n

In Play Oil<\/strong> (code ISIN\u00a0: CA45780T4046) a un profil similaire \u00e0 celui de Noram Drilling, mais elle op\u00e8re \u00e0 Calgary dans l\u2019Alberta. Et comme Noram, elle d\u00e9livre un dividende mensuel<\/a>\u00a0!\u00a0\u00a0<\/p>\n\n\n\n

Nous interviewerons les repr\u00e9sentants de In Play Oil<\/strong> le mois prochain lors de notre participation au Swiss Mining Institute \u00e0 Zurich<\/a>. L\u2019interview sera publi\u00e9e dans la foul\u00e9e sur notre chaine Youtube Mati\u00e8re \u00e0 Profit<\/a>.<\/p>\n\n\n\n

Par ailleurs, dans les jours (ou les heures) qui vont suivre, nous publierons un dossier sp\u00e9cial sur 4 soci\u00e9t\u00e9s p\u00e9troli\u00e8res avec un fort potentiel. Si vous \u00eates des lecteurs attentifs du site, vous connaissez d\u00e9j\u00e0 l\u2019une d\u2019entre elles. Mais combien \u00eates-vous pr\u00eats \u00e0 parier que les 3 autres sont pass\u00e9es compl\u00e8tement sous votre radar ?<\/p>\n\n\n\n

Ceci n\u2019est pas un conseil d\u2019investissement<\/p>\n\n\n\n

Cours \u00e0 la date de l\u2019\u00e9criture de l\u2019article\u00a0: 37,70 NOK.<\/strong><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Nous avions recommand\u00e9 l\u2019action Noram Drilling dans notre article du 24 f\u00e9vrier 2024 (il y a donc presque 2 ans) que vous pouvez retrouver ici. Pour rappel, NorAm Drilling est une entreprise norv\u00e9gienne fond\u00e9e en 2007 et bas\u00e9e \u00e0 Oslo, sp\u00e9cialis\u00e9e dans le forage terrestre de puits horizontaux pour l’extraction de p\u00e9trole et de gaz […]<\/p>\n","protected":false},"author":2,"featured_media":5577,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ofc_meta_disable_footer_callout":"","ofc_meta_callout_button_url":"","ofc_meta_callout_button_txt":"","ofc_meta_callout_text":"","ofc_enable_fullscreen":"disable","ofc_fullscreen_speed":0,"ofc_fullscreen_nav":"enable","ofc_fullscreen_nav_pos":"right","ofc_fullscreen_nav_color":"","ofc_fullscreen_nav_tooltip_color":"","ofc_fullscreen_responsive":0,"osp_disable_panel":"default","osh_disable_topbar_sticky":"default","osh_disable_header_sticky":"default","osh_sticky_header_style":"default","osh_sticky_header_effect":"","osh_custom_sticky_logo":0,"osh_custom_retina_sticky_logo":0,"osh_custom_sticky_logo_height":0,"osh_background_color":"","osh_links_color":"","osh_links_hover_color":"","osh_links_active_color":"","osh_links_bg_color":"","osh_links_hover_bg_color":"","osh_links_active_bg_color":"","osh_menu_social_links_color":"","osh_menu_social_hover_links_color":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[9,50,193],"tags":[194,195],"class_list":["post-5574","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bourse","category-energie","category-point-de-situation","tag-noram","tag-petroliere","entry","has-media"],"categories_names":["Bourse","Energie","Point 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