EIPAF News and Press, Eni Spa From 08/05/25

2025-08-05 04:48:00 ET At a glance Performance The Fund returned 9.28% and the MSCI World IndexSM returned 11.47%. Contributors/detractors Read the full article on Seeking Alpha For further details see: Janus Henderson Global Equity Income Fund Q2 2025 Commen...

2025-07-25 16:44:00 ET Eni S.p.A. (E) Q2 2025 Earnings Conference Call July 25, 2025 8:00 AM ET Company Participants Adriano Alfani - Corporate Participant Claudio Descalzi - CEO, GM & Director Cristian Signoretto - Corporate Participant Francesco Gattei ...

2025-07-16 05:21:25 ET Our decision to remain overweight on Eni S.p.A. (E) proved well-founded, as the company's share price delivered a plus 17.13% (including dividend - Fig. 1) and benefited from supportive market dynamics (higher oil price development). We have maintained a long-...

2025-06-15 22:05:00 ET Luck vs. System Since our l ast monthly commentary , the tariff headlines have made a comeback. We haven’t fundamentally changed our outlook on the market and investment strategy in a market like this. Our focus remains on k...

2025-06-11 04:36:58 ET ... Read the full article on Seeking Alpha For further details see: Eni: Strong Balance Sheet, Disciplined Strategy But Margin Overhang Limits Upside

2025-04-29 12:42:58 ET Summary Share buybacks remain intact with CAPEX flexibility. Eni is progressing well with its satellite strategy. Vår Energi also increased its DPS year-on-year. Even with lower 2025 guidance, thanks to a solid start to the year and downside protect...

2025-04-24 11:57:23 ET Eni S.p.A. (E) Q1 2025 Earnings Call April 24, 2025 08:00 A.M. ET Company Participants Jon Rigby - Head of IR Francesco Gattei - Chief Transition & Financial Officer Stefano Ballista - CEO, Enilive Guido Brusco - COO, Global Natural...

2025-04-20 01:40:00 ET Summary The first quarter of 2025 will be remembered for rapid change. Five of the top 10 overall portfolio contributors hailed from the financial sector, led by Norwegian institutions, DNB Bank and Sparebank 1 Sor Norge. Our consumer discretionary portf...

2025-04-14 04:39:39 ET Summary Eni S.p.A. is undervalued with an EV/EBIT of 2.3x for E&P and traditional oil businesses, significantly below peers, indicating a potential relative value play. Investments in Enilive and Plenitude are valued at around 10 billion EUR each, with r...

2025-04-11 14:43:29 ET Summary Shell plc is the best risk-adjusted play among European supermajors due to its strong balance sheet, high credit quality, and natural gas-focused production mix. Shell and Equinor have the best credit ratings (Aa2) and lowest gearing, providing a cus...