TOTALENERGIES : Communication négative ??

patr55

29 septembre 2025 •17:22

La chute du cours semble reflèter la chute en parrallele du brut...

M7018387

29 septembre 2025 •17:35

https://bourse.boursobank.com/bourse/actualites/totalenergies-se-renforce-dans-l e-gaz-naturel-aux-etats-unis-978c63f7b483fb29a81e7edab18f8baa

Ils viennent de revendre des participations dans des énergies solaires aux USA

madmax78

29 septembre 2025 •17:50

Rachat d'actions moins important en 2026.

kissnick

29 septembre 2025 •18:21

Les contrats à terme sur le pétrole brut Brent sont tombés sous la barre des 69 dollars le baril lundi, après la reprise des exportations de pétrole brut par la région du Kurdistan irakien samedi, après une interruption de deux ans et demi. L'OPEP+ prévoit également une nouvelle hausse de la production, ce qui exacerbe les inquiétudes quant à une surabondance.

L'accord entre le gouvernement fédéral irakien, le gouvernement régional du Kurdistan et les compagnies pétrolières internationales opérant dans la région permettra initialement l'acheminement de 180 000 à 190 000 b/j vers le port turc de Ceyhan.
Cette décision fait suite aux pressions américaines pour ramener le brut kurde sur les marchés internationaux, les volumes devant finalement atteindre environ 230 000 b/j.
Le retour du pétrole kurde coïncide avec les efforts de l'OPEP+ pour augmenter sa production afin de gagner davantage de parts de marché. Des rapports indiquent que le groupe approuvera probablement une augmentation d'au moins 137 000 b/j pour novembre lors de sa réunion plus tard cette semaine.

a.thirar

29 septembre 2025 •18:24

TotalEnergies (NYSE:TTE) -1.5% in Monday's trading after saying it plans to cut annual capital spending by $1 billion next year as part of cost-savings program which is forecast to deliver $7.5 billion by the end of the decade, as the company tries to ease investor concerns over slow rising debt at a meeting with investors in New York.

In a widely expected move, TotalEnergies (NYSE:TTE) also lowered its capital expenditure guidance to between $15 billion to $17 billion annually during 2027-30, after saying last week it may reduce its quarterly stock buybacks to reflect weaker oil prices and challenging market conditions.

"We can do the same growth but with less capex and opex," CEO Patrick Pouyanne told investors, saying the company expects to raise oil and gas production by 3% annually and total energy production including electricity by 4% annually.

The company said it expects free cash flow to grow by $10 billion by 2030 compared to 2024, at comparable price levels, and committed to returning 40% of annual cash flow to shareholders regardless of energy prices.

TotalEnergies (NYSE:TTE) said earlier Monday that it agreed to sell a stake in its U.S. solar portfolio for $950 million last week sold an oilfield stake to Shell for $510 million - steps described by RBC analysts as modest, and that Total may find it a challenge to keep gearing below 20% unless commodity prices stay near current levels.

TotalEnergies' (TTE) shares have been under pressure over the past 12 months, dropping 9% as investors priced in the potential for rising debt and slower returns.

Separately, TotalEnergies (TTE) and its partners are poised to restart construction of the giant Mozambique liquefied natural gas project, as the security situation in the region has improved, CEO Patrick Pouyanne told investors.

a.thirar

29 septembre 2025 •18:26

TotalEnergies (NYSE:TTE) agreed to sell a 50% stake in a 1.4 GW North American solar portfolio to insurance vehicles and accounts managed by KKR (NYSE:KKR), valuing the portfolio at $1.25 billion.

The deal, consistent with the company’s renewables strategy, will deliver $950 million in proceeds at closing, including bank refinancing.

The portfolio includes six utility-scale projects totaling 1.3 GW and 41 distributed generation assets of 140 MW, mainly in the U.S. Output from these assets is already contracted or will be commercialized by TotalEnergies.

The company will retain a 50% interest and continue operating the projects once the transaction, subject to customary conditions, is finalized.

“We are pleased to enter into this new strategic partnership with KKR in North America, a key deregulated electricity market to expand our integrated business model”, said Stéphane Michel, President of Gas, Renewables & Power at TotalEnergies. “Aligned with our strategy, this transaction unlocks value from newly commissioned assets and further strengthens the profitability of our Integrated Power business.”

Separately, TotalEnergies said it will acquire a 49% interest in natural gas producing assets, owned and operated by Continental Resources in the Anadarko Basin, Oklahoma. These assets have the potential to reach a gross production of around 350 MMscfd by 2030 and to sustain this production level over the long term. They will enable TotalEnergies to secure a net gas production of around 150 MMscfd.

This acquisition of low-cost and long-plateau assets, well connected to Henry Hub through existing midstream infrastructure, further strengthens TotalEnergies’ integration across the liquefied natural gas value chain in the US.

amzer

29 septembre 2025 •21:35

Chute du Brent surtout…-3% 🙏

M3178540

30 septembre 2025 •08:52

Dividende ce soir , un petit -2% encore aujourd’hui svp

danie591

30 septembre 2025 •08:54

surtout sortie des actionnaires en cto ...afin de sauter le dividende ....

n31410

30 septembre 2025 •09:25

Depuis les années où ils ont fait les rachats d action ....les institutions et les gros auraient dû faire montere cours et pas attendre que ça monte tout seul .....le cours de total devrait être a 70€ vu comment elle est très bien gérée et ce qu'elle fait pour actionnaires ....mais personne ne prend le risque d acheter pour aller plus haut .....

Tropicdoc

30 septembre 2025 •09:27

surtout depuis le green washing elle est sortie des portefeuilles des institutions qui bannissent les énergies fossiles !

M3178540

30 septembre 2025 •09:42

Sous 52 😃 merci une petite louche en plus 👍