Africa Oil Corp. - World-Class East Africa Oil Exploration (Seite 53)
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Antwort auf Beitrag Nr.: 63.152.086 von Ramses21 am 27.03.20 12:50:11Und deshalb habe ich letzte Woche ordentlich zugekauft. Bei € 1,50 verkaufe ich eventuell wieder. Das wären 200 Prozent auf die schnelle.
Antwort auf Beitrag Nr.: 63.042.529 von texas2 am 17.03.20 20:34:30Die Vorwärstverkäufe von Prime machen Africa Oil in meinen Augen interessant.
Antwort auf Beitrag Nr.: 62.628.148 von texas2 am 09.02.20 18:13:01https://www.newswire.ca/news-releases/africa-oil-reiterates-…
Antwort auf Beitrag Nr.: 62.596.804 von texas2 am 05.02.20 21:58:55Das wird jetzt der erste nennenswerte operativ erarbeitete free cash flow durch tägliche Erdölproduktion. 62 mio $ im Jan und am Kap der guten Hoffnung legt Aoi nach
Feb 04, 2020
Africa Oil Receives First Dividend from its Nigerian Asset
View News Releases in PDF Format
VANCOUVER, Feb. 4, 2020 /CNW/ - (AOI–TSX, AOI–Nasdaq-Stockholm) Africa Oil Corp. ("AOI", "Africa Oil" or "the Company") is pleased to announce that it has received its first dividend from Prime Oil and Gas B.V. ("POGBV", previously known as Petrobras Oil and Gas B.V.), a company that holds interests in deepwater Nigeria production and development assets. PDF version.
POGBV has distributed a US$125 million dividend with a net payment to Africa Oil of US$62.5 million related to its 50% interest. The Company will apply this amount, and any future dividends, in priority towards the repayment of its US$250 million POGBV acquisition loan, in order to accelerate the repayment of the loan principal amount.
Africa Oil CEO, Keith Hill, commented, "We are very pleased to update our investors with news of the maiden dividend from our Nigerian asset, less than a month after closing the acquisition of a 50% shareholding in POGBV. We plan to release our 2020 guidance, including an estimate of cashflows net to our interest in POGBV, with our full-year results on or about February 28th, 2020, and to file the Statement of Reserves effective year-end 2019 by March 31st, 2020".
........................................
Feb 07, 2020
Africa Oil Announces Completion of Farmin to Block 3B/4B in South Africa and Further Investment in Impact Oil & Gas
View News Releases in PDF Format
VANCOUVER, Feb. 7, 2020 /CNW/ - (AOI–TSX, AOI–Nasdaq-Stockholm) – Africa Oil Corp. ("AOI", "Africa Oil" or "the Company") is pleased to announce that the government of South Africa, has approved the acquisition of a 20% participating interest in the Block 3B/4B Exploration Right from Azinam Limited ("Azinam") by its wholly-owned subsidiary, Africa Oil SA Corp.. Africa Oil Corp. will assume operatorship for the joint venture partners; Azinam will retain a 20% participating interest and Ricocure (Pty) Ltd retains a 60% participating interest. View PDF version
Block 3B/4B (the "Block") is located in the Orange Basin offshore South Africa and covers an area of 17,581 square kilometres in water depths ranging from 300 to 2,500 meters. The Block is located along-trend of an emerging Mid-Cretaceous oil play where operators are planning to drill several key exploratory wells that have the potential to be play-openers for a world-class petroleum province. Partners have identified an inventory of leads and prospects from an existing 10,020 square kilometres 3D survey that covers most of the Block. During the Initial Period of 3 years, Africa Oil and its partners are to carry out regional subsurface review of existing seismic, geological and engineering data, and may also include some select reprocessing of the existing 3D data, which may lead to identification of exploration prospects and recommendations for subsequent renewal periods of the Block.
Africa Oil is also pleased to announce that it will participate in a US$40 million capital raising by Impact Oil & Gas Limited ("Impact"), the privately-owned, African-focused exploration company on or about 14 February 2020. The Company will subscribe for approximately 45.0 million ordinary shares at an issue price of 20 pence per ordinary share, for an investment of approximately US$12.0 million. Impact expects to use the proceeds to fund its interest in potentially high impact 2020 drilling campaigns. These include drilling the Venus-1 exploration well on Block 2913B offshore Namibia, and Luiperd-1 well on Block 11B/12B offshore South Africa. Venus-1, which is partially carried by the operator, Total, is expected to spud during the first half of 2020. Luiperd-1 well is the second exploration well on Block 11B/12B following the Brulpadda discovery in 2019 and is also expected to spud during the first half of 2020.
Keith Hill, Africa Oil's President and CEO, commented, "We are pleased to add Block 3B/4B to our inventory of exploration interests in South Africa. Together with our equity interests in Impact Oil and Gas and Africa Energy Corp., Africa Oil has a significant footprint in several emerging plays extending from South Africa to Namibia, where both Total and Shell plan to drill potential play-openers in 2020 and at the same time are increasing their positions in other blocks adjacent to Block 3B/4B. From existing 3D seismic surveys, we have identified number of similar prospects to those that the majors are targeting. In the near term, we are now looking forward to the drilling of Venus-1 and Luiperd-1 exploration wells, that in case of exploration success, can have significant upside for our shareholders".
Africa Oil 2020 Drilling Plans - Namibia and South Africa. (CNW Group/Africa Oil Corp.)
Africa Oil 2020 Drilling Plans - Namibia and South Africa.
Africa Oil Corp. is a Canadian oil and gas company with producing and development assets in deepwater Nigeria; development assets in Kenya; and an exploration/appraisal portfolio in Africa and Guyana. The Company is listed on the Toronto Stock Exchange and on Nasdaq Stockholm under the symbol "AOI".
This information is information that Africa Oil Corp. is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact person set out below on February 7, 2020 at 2:00 a.m. ET.
Forward Looking Information
Feb 04, 2020
Africa Oil Receives First Dividend from its Nigerian Asset
View News Releases in PDF Format
VANCOUVER, Feb. 4, 2020 /CNW/ - (AOI–TSX, AOI–Nasdaq-Stockholm) Africa Oil Corp. ("AOI", "Africa Oil" or "the Company") is pleased to announce that it has received its first dividend from Prime Oil and Gas B.V. ("POGBV", previously known as Petrobras Oil and Gas B.V.), a company that holds interests in deepwater Nigeria production and development assets. PDF version.
POGBV has distributed a US$125 million dividend with a net payment to Africa Oil of US$62.5 million related to its 50% interest. The Company will apply this amount, and any future dividends, in priority towards the repayment of its US$250 million POGBV acquisition loan, in order to accelerate the repayment of the loan principal amount.
Africa Oil CEO, Keith Hill, commented, "We are very pleased to update our investors with news of the maiden dividend from our Nigerian asset, less than a month after closing the acquisition of a 50% shareholding in POGBV. We plan to release our 2020 guidance, including an estimate of cashflows net to our interest in POGBV, with our full-year results on or about February 28th, 2020, and to file the Statement of Reserves effective year-end 2019 by March 31st, 2020".
........................................
Feb 07, 2020
Africa Oil Announces Completion of Farmin to Block 3B/4B in South Africa and Further Investment in Impact Oil & Gas
View News Releases in PDF Format
VANCOUVER, Feb. 7, 2020 /CNW/ - (AOI–TSX, AOI–Nasdaq-Stockholm) – Africa Oil Corp. ("AOI", "Africa Oil" or "the Company") is pleased to announce that the government of South Africa, has approved the acquisition of a 20% participating interest in the Block 3B/4B Exploration Right from Azinam Limited ("Azinam") by its wholly-owned subsidiary, Africa Oil SA Corp.. Africa Oil Corp. will assume operatorship for the joint venture partners; Azinam will retain a 20% participating interest and Ricocure (Pty) Ltd retains a 60% participating interest. View PDF version
Block 3B/4B (the "Block") is located in the Orange Basin offshore South Africa and covers an area of 17,581 square kilometres in water depths ranging from 300 to 2,500 meters. The Block is located along-trend of an emerging Mid-Cretaceous oil play where operators are planning to drill several key exploratory wells that have the potential to be play-openers for a world-class petroleum province. Partners have identified an inventory of leads and prospects from an existing 10,020 square kilometres 3D survey that covers most of the Block. During the Initial Period of 3 years, Africa Oil and its partners are to carry out regional subsurface review of existing seismic, geological and engineering data, and may also include some select reprocessing of the existing 3D data, which may lead to identification of exploration prospects and recommendations for subsequent renewal periods of the Block.
Africa Oil is also pleased to announce that it will participate in a US$40 million capital raising by Impact Oil & Gas Limited ("Impact"), the privately-owned, African-focused exploration company on or about 14 February 2020. The Company will subscribe for approximately 45.0 million ordinary shares at an issue price of 20 pence per ordinary share, for an investment of approximately US$12.0 million. Impact expects to use the proceeds to fund its interest in potentially high impact 2020 drilling campaigns. These include drilling the Venus-1 exploration well on Block 2913B offshore Namibia, and Luiperd-1 well on Block 11B/12B offshore South Africa. Venus-1, which is partially carried by the operator, Total, is expected to spud during the first half of 2020. Luiperd-1 well is the second exploration well on Block 11B/12B following the Brulpadda discovery in 2019 and is also expected to spud during the first half of 2020.
Keith Hill, Africa Oil's President and CEO, commented, "We are pleased to add Block 3B/4B to our inventory of exploration interests in South Africa. Together with our equity interests in Impact Oil and Gas and Africa Energy Corp., Africa Oil has a significant footprint in several emerging plays extending from South Africa to Namibia, where both Total and Shell plan to drill potential play-openers in 2020 and at the same time are increasing their positions in other blocks adjacent to Block 3B/4B. From existing 3D seismic surveys, we have identified number of similar prospects to those that the majors are targeting. In the near term, we are now looking forward to the drilling of Venus-1 and Luiperd-1 exploration wells, that in case of exploration success, can have significant upside for our shareholders".
Africa Oil 2020 Drilling Plans - Namibia and South Africa. (CNW Group/Africa Oil Corp.)
Africa Oil 2020 Drilling Plans - Namibia and South Africa.
Africa Oil Corp. is a Canadian oil and gas company with producing and development assets in deepwater Nigeria; development assets in Kenya; and an exploration/appraisal portfolio in Africa and Guyana. The Company is listed on the Toronto Stock Exchange and on Nasdaq Stockholm under the symbol "AOI".
This information is information that Africa Oil Corp. is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact person set out below on February 7, 2020 at 2:00 a.m. ET.
Forward Looking Information
Antwort auf Beitrag Nr.: 62.467.401 von Ramses21 am 23.01.20 18:02:31Folgend eine mMn sehr gute Zusammenfassung. Obwohl ich schon bei Aoi mit dabei bin kurz bevor die erste Bohrung in Kenia (auf Basis der alten ersten Shell Bohrung) und die Bohrung auf dem Horn von Afrika (eigentlich hätte ich gedacht dass da die Wahrscheinlichkeit höher ist etwas zu finden als in Kenia) fertig gebohrt waren und deshalb Aoi seitdem eng verfolge, waren in dem Bericht doch noch einige "alte" Neuigkeiten, die ich noch nicht kannte.
https://bizter.se/files/crashcourse_africa_oil_5feb2020_eng.…
https://bizter.se/files/crashcourse_africa_oil_5feb2020_eng.…
Trading Spotlight
Antwort auf Beitrag Nr.: 62.445.567 von texas2 am 21.01.20 23:18:29Der Kurs schmiert doch schon wieder komplett ab. Mit schwachem Ölpreis wird es halt schwierig gen Norden zu gehen. Bei Euro 0,80 kann man wohl wieder kaufen.
Antwort auf Beitrag Nr.: 62.418.353 von texas2 am 19.01.20 09:45:15Hier die neue Praesentation https://www.africaoilcorp.com/i/pdf/Africa-Oil_Corporate-Pre…
mit mitgefilmter Tonspur https://www.facebook.com/andre.martinez11/videos/10158443147…
Und hier noch ein Artikel mit der Vision dass sich auf laengere Sicht die Produktion von jetzt 30.000 bbl/d auf 100.000 bbl/d verdreifachen soll - dann waere Aoi tatsaechlich Milliarden wert, wird aber wieder seine Zeit brauchen bis es soweit ist...
AFRIKA-ÖL
NEUE AKQUISITIONEN VERDREIFACHEN ÖLPRODUKTION - CEO (Direct)
2020-01-21 13:19
STOCKHOLM (News Agency Direct) Das Ölexplorationsunternehmen Africa Oil, das durch den Erwerb von Anteilen an drei Feldern vor der Küste Nigerias gerade den Schritt in Richtung einer produzierenden Ölgesellschaft getan hat, gibt sich mit dem Kauf nicht zufrieden. Weitere Akquisitionen mit dem Ziel der Verdreifachung der Produktion stehen auf der Wunschliste.
Für die Vermögenswerte des Unternehmens in Kenia, deren Entwicklung erheblich länger gedauert hat als geplant, naht die Minute der Wahrheit im Jahr 2020. Selbst für die Vermögenswerte in Guyana, bei denen die ersten Bohrungen zu einer großen Enttäuschung wurden, gibt es Hoffnung.
Dieses Bild gibt Keith Hill, CEO von Africa Oil, in einem Interview mit der Nachrichtenagentur Direct.
"Wir möchten die Produktion von heute 34.000 Barrel pro Tag auf 100.000 Barrel steigern", sagte er und merkte an, dass das Unternehmen damit einen soliden Weg von einem reinen Explorationsunternehmen zu einem ernsthaften Ölproduzenten zurücklegen würde.
Einige der führenden Ölfirmen haben bereits angekündigt, Vermögenswerte zu verkaufen, und Keith Hill geht nicht davon aus, dass der Wettbewerb um Anteile in größeren Bereichen zwischen 5 und 10 Prozent zunehmen wird.
Zuvor muss das Unternehmen jedoch seine Bilanz bereinigen, was angesichts des 250-Millionen-Dollar-Überbrückungskredits, der den Erwerb nigerianischer Vermögenswerte ermöglichte, als etwas angespannt empfunden werden kann.
"Wir hoffen, im ersten Halbjahr dieses Jahres eine Anleihe zu emittieren, um das Hypothekendarlehen über Dividenden zurückzuzahlen. Gleichzeitig erhalten wir Mittel für weitere Akquisitionen", sagt Keith Hill.
Die Einnahmen aus der Ölförderung in Nigeria werden auch zur Finanzierung der anderen Projekte des Unternehmens verwendet. Der nächste Schritt ist der nächste Schritt in der Entwicklung von Vermögenswerten in Kenia. Die ursprünglichen Pläne haben sich um mindestens ein paar Jahre verzögert, auch weil die Gesetzgebung in Kenia - das zuvor kein Ölförderland war - nicht auf dem neuesten Stand gehalten wurde.
"Jetzt sind die meisten Dinge jedoch erledigt, und wir haben eine Reihe notwendiger Studien abgeschlossen. Ab dem 1. Juli müssen wir entscheiden, ob wir fortfahren oder nicht. Sollte dies ein Nein sein, bedeutet dies weitere Verzögerungen", sagt er CEO von Africa Oils
Ein potenziell problematischer Faktor ist Partner Tullow, der auch Betreiber des kenianischen Vermögens ist. Das britische Unternehmen hatte ein schwieriges Jahr 2019 mit kollabierenden Aktienkursen und einer angespannten Bilanz. Die Hoffnung ist, dass das Unternehmen eine Art Geschäft tätigt, um seine Position zu stärken.
"Alles hängt davon ab, dass Tullow seine Finanzen organisiert", bemerkt Keith Hill, der jedoch gute Hoffnung hat, dass dies der Fall sein wird.
Selbst für die Vermögenswerte außerhalb von Guyana, bei denen festgestellt wurde, dass die Bohrlöcher Joe und Jethro Öl von deutlich schlechterer Qualität als erwartet enthalten, gibt es laut Keith Hill Hoffnung.
"Tullow hat in der nahen Quelle Carapa viel höherwertiges Öl gefunden. Wir glauben, dass dieses Öl auch in unserem Block zu finden ist", sagt er.
Auch hier hängt die Entwicklung der nahen Zukunft von der Kapazität von Tullow ab. Es ist zu hoffen, dass in der zweiten Hälfte des Jahres 2020 mindestens zwei Brunnen gebohrt werden können.
Die Umwandlung von Africa Oil in ein produzierendes Ölunternehmen fällt mit einem erwarteten Anstieg der Ölpreise durch den CEO in einigen Jahren zusammen.
"Schieferöl hat andere Öle ersetzt, aber wir glauben, dass die Produktion bald ihren Höhepunkt erreichen wird. Gleichzeitig steigt die Nachfrage ständig um 1-2 Prozent pro Jahr", begründete Keith Hill, der glaubt, dass das Preisniveau bei 70-80 USD pro Barrel im Vergleich zu den heutigen ca. $ 65 ist völlig vernünftig.
Am nächsten an der Informationsfront von Africa Oil liegt der Jahresendbericht, der auch detailliertere Informationen zur Akquisition in Nigeria sowie Cashflow- und Produktionsprognosen für 2020 enthalten wird.
Die Bohrergebnisse aus den Bohrlöchern Luipard-1 und Venus-1 warten außerhalb Namibias, wo Africa Oil Interessen hat, sowie ein möglicher Startschuss für die kenianischen Projekte.
Michael Bernander +46 8 5191 7917
Nachrichtenagentur Direkt
mit mitgefilmter Tonspur https://www.facebook.com/andre.martinez11/videos/10158443147…
Und hier noch ein Artikel mit der Vision dass sich auf laengere Sicht die Produktion von jetzt 30.000 bbl/d auf 100.000 bbl/d verdreifachen soll - dann waere Aoi tatsaechlich Milliarden wert, wird aber wieder seine Zeit brauchen bis es soweit ist...
AFRIKA-ÖL
NEUE AKQUISITIONEN VERDREIFACHEN ÖLPRODUKTION - CEO (Direct)
2020-01-21 13:19
STOCKHOLM (News Agency Direct) Das Ölexplorationsunternehmen Africa Oil, das durch den Erwerb von Anteilen an drei Feldern vor der Küste Nigerias gerade den Schritt in Richtung einer produzierenden Ölgesellschaft getan hat, gibt sich mit dem Kauf nicht zufrieden. Weitere Akquisitionen mit dem Ziel der Verdreifachung der Produktion stehen auf der Wunschliste.
Für die Vermögenswerte des Unternehmens in Kenia, deren Entwicklung erheblich länger gedauert hat als geplant, naht die Minute der Wahrheit im Jahr 2020. Selbst für die Vermögenswerte in Guyana, bei denen die ersten Bohrungen zu einer großen Enttäuschung wurden, gibt es Hoffnung.
Dieses Bild gibt Keith Hill, CEO von Africa Oil, in einem Interview mit der Nachrichtenagentur Direct.
"Wir möchten die Produktion von heute 34.000 Barrel pro Tag auf 100.000 Barrel steigern", sagte er und merkte an, dass das Unternehmen damit einen soliden Weg von einem reinen Explorationsunternehmen zu einem ernsthaften Ölproduzenten zurücklegen würde.
Einige der führenden Ölfirmen haben bereits angekündigt, Vermögenswerte zu verkaufen, und Keith Hill geht nicht davon aus, dass der Wettbewerb um Anteile in größeren Bereichen zwischen 5 und 10 Prozent zunehmen wird.
Zuvor muss das Unternehmen jedoch seine Bilanz bereinigen, was angesichts des 250-Millionen-Dollar-Überbrückungskredits, der den Erwerb nigerianischer Vermögenswerte ermöglichte, als etwas angespannt empfunden werden kann.
"Wir hoffen, im ersten Halbjahr dieses Jahres eine Anleihe zu emittieren, um das Hypothekendarlehen über Dividenden zurückzuzahlen. Gleichzeitig erhalten wir Mittel für weitere Akquisitionen", sagt Keith Hill.
Die Einnahmen aus der Ölförderung in Nigeria werden auch zur Finanzierung der anderen Projekte des Unternehmens verwendet. Der nächste Schritt ist der nächste Schritt in der Entwicklung von Vermögenswerten in Kenia. Die ursprünglichen Pläne haben sich um mindestens ein paar Jahre verzögert, auch weil die Gesetzgebung in Kenia - das zuvor kein Ölförderland war - nicht auf dem neuesten Stand gehalten wurde.
"Jetzt sind die meisten Dinge jedoch erledigt, und wir haben eine Reihe notwendiger Studien abgeschlossen. Ab dem 1. Juli müssen wir entscheiden, ob wir fortfahren oder nicht. Sollte dies ein Nein sein, bedeutet dies weitere Verzögerungen", sagt er CEO von Africa Oils
Ein potenziell problematischer Faktor ist Partner Tullow, der auch Betreiber des kenianischen Vermögens ist. Das britische Unternehmen hatte ein schwieriges Jahr 2019 mit kollabierenden Aktienkursen und einer angespannten Bilanz. Die Hoffnung ist, dass das Unternehmen eine Art Geschäft tätigt, um seine Position zu stärken.
"Alles hängt davon ab, dass Tullow seine Finanzen organisiert", bemerkt Keith Hill, der jedoch gute Hoffnung hat, dass dies der Fall sein wird.
Selbst für die Vermögenswerte außerhalb von Guyana, bei denen festgestellt wurde, dass die Bohrlöcher Joe und Jethro Öl von deutlich schlechterer Qualität als erwartet enthalten, gibt es laut Keith Hill Hoffnung.
"Tullow hat in der nahen Quelle Carapa viel höherwertiges Öl gefunden. Wir glauben, dass dieses Öl auch in unserem Block zu finden ist", sagt er.
Auch hier hängt die Entwicklung der nahen Zukunft von der Kapazität von Tullow ab. Es ist zu hoffen, dass in der zweiten Hälfte des Jahres 2020 mindestens zwei Brunnen gebohrt werden können.
Die Umwandlung von Africa Oil in ein produzierendes Ölunternehmen fällt mit einem erwarteten Anstieg der Ölpreise durch den CEO in einigen Jahren zusammen.
"Schieferöl hat andere Öle ersetzt, aber wir glauben, dass die Produktion bald ihren Höhepunkt erreichen wird. Gleichzeitig steigt die Nachfrage ständig um 1-2 Prozent pro Jahr", begründete Keith Hill, der glaubt, dass das Preisniveau bei 70-80 USD pro Barrel im Vergleich zu den heutigen ca. $ 65 ist völlig vernünftig.
Am nächsten an der Informationsfront von Africa Oil liegt der Jahresendbericht, der auch detailliertere Informationen zur Akquisition in Nigeria sowie Cashflow- und Produktionsprognosen für 2020 enthalten wird.
Die Bohrergebnisse aus den Bohrlöchern Luipard-1 und Venus-1 warten außerhalb Namibias, wo Africa Oil Interessen hat, sowie ein möglicher Startschuss für die kenianischen Projekte.
Michael Bernander +46 8 5191 7917
Nachrichtenagentur Direkt
Antwort auf Beitrag Nr.: 62.380.361 von Clunes am 15.01.20 11:45:06Endlich ist die gute Nachricht aus Nigeria, nach einer nicht nur gefühlten langen Wartezeit da, und der Kurs enttäuscht (mich zumindest)ein wenig. Ok, es ist der höchste Aktienkurs seit 2 Jahren, aber eigentlich hätte ich mehr erhofft. K. Hill präsentiert jetzt noch in Schweden, ist zu hoffen dass wir den Deal dann auch im Detail besser verstehen. Vielleicht legt der Kurs nach dieser Präsentation noch einmal einen Zacken zu? Die Nigerianer versuchen zurzeit zwar die Randbedingungen für die Ölfirmen zu verschlechtern, der Aoi Deal sollte mMn aber noch immer sehr gut oder zumindest gut für Aoi ausfallen. Wenn der ölpreis weiter so bleibt sollte der Kredit für die restliche Kaufsumme auch bald abgefrühstückt sein.🤠 freut sich🥂 und gratuliere Aoi zu dem Nigeria Deal Abschluss trotz bisher relativ verhaltener Kursreaktion.
Antwort auf Beitrag Nr.: 62.072.117 von texas2 am 03.12.19 22:23:47Der Nigeria Deepwater Deal ist durch. Da hat Keith Hill den ersten Schritt im gesteckten Zeitrahmen geschafft.
https://www.newswire.ca/news-releases/africa-oil-announces-t…
https://www.newswire.ca/news-releases/africa-oil-announces-t…
Antwort auf Beitrag Nr.: 62.072.117 von texas2 am 03.12.19 22:23:47Aoi, sagt dass der deal im Dez 2019 abgeschlossen ist, Petrobras CEO sagt dass der deal im Dez2019 abgeschlossen ist aber was sagen die Nigerianer?
OIL & GAS / AMERICAS
Petrobras sharpens deepwater focus in quest for value
by Ed Reed
06/12/2019, 5:18 pm
Petrobras’ CEO Roberto Castello Branco
Petrobras is in a state of transformation, company officials said at a press conference in London, with an eye on selling down assets and tackling debt – in tandem with major expansion plans.
The company has managed to reduce its debt load by $21 billion over the last nine months, with the aim of reaching $60bn in 2021. At this point, it intends to maintain its debt level and pivot to a new dividend policy, which will provide greater rewards to shareholders. The company is focused on a new quest for value, rather than growth for its own sake. As with all state-owned companies, though, Petrobras faces challenges in how to navigate the various drivers propelling its strategies.
Asset sales
Playing a major part in its debt reduction plans are asset sales. Petrobras’ CEO Roberto Castello Branco, who took over the role in January, said there was strong appetite for the company’s assets. “Non-binding offers were received a couple of weeks ago for the first four refineries and the offers were very good, with binding offers expected. It’s been very positive. There remains demand for infrastructure, as seen by the sale of gas pipelines, which surprised on the upside,” Branco said, as did the sale of the LPG distribution unit.
The company is benefiting from improved confidence from global investors in Brazil, where macroeconomic plans are focused on regaining fiscal responsibility, the executive said.
“We are not in the business of building refineries, we are in the business of selling refineries,” Branco continued, in reference to the Comperj refinery plan with China National Petroleum Corp. (CNPC). “CNPC will be welcome to partner with us in other plans, not in the building of refineries.”
Petrobras has already sold 65 mature fields, in the onshore and shallow waters, and the company plans to remove itself from this area entirely by the end of 2020. It will focus instead on deep and ultra-deepwater production.
Mature fields are not appealing to Petrobras, as productivity is low and lifting costs relatively high, when compared with its offshore options. “[Mature fields] are of low value to us but to small companies, focused on small assets with technology, they are willing to pay a much higher price than our internal valuation. A byproduct of this is that it creates a new oil industry in Brazil of small and medium-sized players – there will be a more diverse and vibrant oil industry in the future.”
The company is also selling off overseas upstream stakes, including its stakes in three major Nigerian oilfields: Agbami, Egina and Akpo. A deal was struck on this sale in October 2018 but two of the three buyers subsequently pulled out, leaving Africa Oil to go it alone. Branco said Petrobras was dealing with Africa Oil and the Nigerian authorities and expected to have the transaction completed this month.
Another asset Petrobras is keen to sell down is its holding in petrochemical unit Braskem. Branco was dissatisfied with the pace of change from co-owner Odebrecht, which had said a sale would take three years. “We understand this as a signal [from Odebrecht] that it doesn’t want to sell anything. We disagree.” A sale should be completed within 12 months, the CEO said, spelling out December 2020. A plan to wait three years is “the intention of someone who has no intention”.
Output
Rystad Energy recently suggested Petrobras could be one of the world’s largest listed producers by 2030, with nearly 3.8 million barrels per day of output, driving Brazil’s total volumes to more than 5.5mn bpd.
Petrobras’ head of exploration Alberto Pereira de Oliveira said the company did not make projections that far out, aiming for 3.5mn barrels of oil equivalent per day by 2024, with the recently acquired Buzios likely to play a key role in the company’s expansion.
Petrobras gained the right to produce more oil from the Buzios field in an auction in early November. This field will play a particularly important role in the company’s expansion, with plans for up to seven floating production, storage and offloading (FPSO) vessels. Four FPSOs are currently producing from Buzios and another is to be installed in 2022, de Oliveira said. The field “aggregates a lot of value” for the company, the executive said, with no plans to reduce its equity further in the area.
In terms of the model of future FPSO holdings, de Oliveira appeared relaxed. It will be assessed on a case-by-case basis, he said, with Petrobras keen to drive competition among suppliers. “It’s not just a question of own or lease, each project is considered by itself.”
The focus for the company is to “add value for the shareholder, not just production”, Petrobras’ CFO Andrea Marques de Almeida said.
New markets
In recent years, while Petrobras has scaled back its international footprint in the upstream, it has seen new opportunities emerge for exports.
The company chalked up significant losses through its move into the US, Branco noted, with an “oversized” office in Houston. Petrobras now maintains a trading office there. A major new market is Asia, where there has been growth for the last 20 years, the CEO said. Petrobras has storage assets in Singapore in order to chase this opening, particularly around the changing fuel standards for shipping.
“China is a large market for our oil and we have more than 30 private sector clients there. It is also the supplier of equipment to us, so we have a lot of trade with China,” Branco said. Petrobras has a group in Singapore, focused on bunker fuel trading, with new demand for fuels compliant with the International Maritime Organisation (IMO) 2020 standards offering an opportunity. As one demonstration of the company’s interest in the region, executives said it planned to hold an investor relations event in the area – in Shanghai or Hong Kong – in 2020, in addition to New York and London.
Around 75% of production from the Lula field goes to China, Petrobras’ head of refining Anelise Lara said, describing it as a “champion” there, while Buzios is also well received. “Our intention is to increase this trading with China and Southeast Asian countries, but we are also receiving more interest from the US and Europe due to the IMO 2020 requirements.”
Domestic responsibilities
Petrobras, as a state-owned company, has number of responsibilities it must shoulder, beyond simply generating cash. While Branco took care to highlight the importance of value, the company also has a social aspect that it cannot avoid – as demonstrated by its response to the oil spill in northeast Brazil.
“We’re co-operating with the government and we’ve collected more than 30 samples of the oil and analysed it, they all have the same origin of three fields in Venezuela,” Branco said. Petrobras has taken action in order to remedy the problems caused by the spill, hiring more than 1,000 people, deploying drones, ships and helicopters, while also donating equipment to help clean beaches, the CEO said.
“The spill was a very serious and unprecedented environmental incident on our beautiful beaches,” he continued, “it was a crime. Who committed this crime is still unknown. The Brazilian navy and federal police, helped by international institutions, are actively looking for the author of this aggression to our beaches.”
OIL & GAS / AMERICAS
Petrobras sharpens deepwater focus in quest for value
by Ed Reed
06/12/2019, 5:18 pm
Petrobras’ CEO Roberto Castello Branco
Petrobras is in a state of transformation, company officials said at a press conference in London, with an eye on selling down assets and tackling debt – in tandem with major expansion plans.
The company has managed to reduce its debt load by $21 billion over the last nine months, with the aim of reaching $60bn in 2021. At this point, it intends to maintain its debt level and pivot to a new dividend policy, which will provide greater rewards to shareholders. The company is focused on a new quest for value, rather than growth for its own sake. As with all state-owned companies, though, Petrobras faces challenges in how to navigate the various drivers propelling its strategies.
Asset sales
Playing a major part in its debt reduction plans are asset sales. Petrobras’ CEO Roberto Castello Branco, who took over the role in January, said there was strong appetite for the company’s assets. “Non-binding offers were received a couple of weeks ago for the first four refineries and the offers were very good, with binding offers expected. It’s been very positive. There remains demand for infrastructure, as seen by the sale of gas pipelines, which surprised on the upside,” Branco said, as did the sale of the LPG distribution unit.
The company is benefiting from improved confidence from global investors in Brazil, where macroeconomic plans are focused on regaining fiscal responsibility, the executive said.
“We are not in the business of building refineries, we are in the business of selling refineries,” Branco continued, in reference to the Comperj refinery plan with China National Petroleum Corp. (CNPC). “CNPC will be welcome to partner with us in other plans, not in the building of refineries.”
Petrobras has already sold 65 mature fields, in the onshore and shallow waters, and the company plans to remove itself from this area entirely by the end of 2020. It will focus instead on deep and ultra-deepwater production.
Mature fields are not appealing to Petrobras, as productivity is low and lifting costs relatively high, when compared with its offshore options. “[Mature fields] are of low value to us but to small companies, focused on small assets with technology, they are willing to pay a much higher price than our internal valuation. A byproduct of this is that it creates a new oil industry in Brazil of small and medium-sized players – there will be a more diverse and vibrant oil industry in the future.”
The company is also selling off overseas upstream stakes, including its stakes in three major Nigerian oilfields: Agbami, Egina and Akpo. A deal was struck on this sale in October 2018 but two of the three buyers subsequently pulled out, leaving Africa Oil to go it alone. Branco said Petrobras was dealing with Africa Oil and the Nigerian authorities and expected to have the transaction completed this month.
Another asset Petrobras is keen to sell down is its holding in petrochemical unit Braskem. Branco was dissatisfied with the pace of change from co-owner Odebrecht, which had said a sale would take three years. “We understand this as a signal [from Odebrecht] that it doesn’t want to sell anything. We disagree.” A sale should be completed within 12 months, the CEO said, spelling out December 2020. A plan to wait three years is “the intention of someone who has no intention”.
Output
Rystad Energy recently suggested Petrobras could be one of the world’s largest listed producers by 2030, with nearly 3.8 million barrels per day of output, driving Brazil’s total volumes to more than 5.5mn bpd.
Petrobras’ head of exploration Alberto Pereira de Oliveira said the company did not make projections that far out, aiming for 3.5mn barrels of oil equivalent per day by 2024, with the recently acquired Buzios likely to play a key role in the company’s expansion.
Petrobras gained the right to produce more oil from the Buzios field in an auction in early November. This field will play a particularly important role in the company’s expansion, with plans for up to seven floating production, storage and offloading (FPSO) vessels. Four FPSOs are currently producing from Buzios and another is to be installed in 2022, de Oliveira said. The field “aggregates a lot of value” for the company, the executive said, with no plans to reduce its equity further in the area.
In terms of the model of future FPSO holdings, de Oliveira appeared relaxed. It will be assessed on a case-by-case basis, he said, with Petrobras keen to drive competition among suppliers. “It’s not just a question of own or lease, each project is considered by itself.”
The focus for the company is to “add value for the shareholder, not just production”, Petrobras’ CFO Andrea Marques de Almeida said.
New markets
In recent years, while Petrobras has scaled back its international footprint in the upstream, it has seen new opportunities emerge for exports.
The company chalked up significant losses through its move into the US, Branco noted, with an “oversized” office in Houston. Petrobras now maintains a trading office there. A major new market is Asia, where there has been growth for the last 20 years, the CEO said. Petrobras has storage assets in Singapore in order to chase this opening, particularly around the changing fuel standards for shipping.
“China is a large market for our oil and we have more than 30 private sector clients there. It is also the supplier of equipment to us, so we have a lot of trade with China,” Branco said. Petrobras has a group in Singapore, focused on bunker fuel trading, with new demand for fuels compliant with the International Maritime Organisation (IMO) 2020 standards offering an opportunity. As one demonstration of the company’s interest in the region, executives said it planned to hold an investor relations event in the area – in Shanghai or Hong Kong – in 2020, in addition to New York and London.
Around 75% of production from the Lula field goes to China, Petrobras’ head of refining Anelise Lara said, describing it as a “champion” there, while Buzios is also well received. “Our intention is to increase this trading with China and Southeast Asian countries, but we are also receiving more interest from the US and Europe due to the IMO 2020 requirements.”
Domestic responsibilities
Petrobras, as a state-owned company, has number of responsibilities it must shoulder, beyond simply generating cash. While Branco took care to highlight the importance of value, the company also has a social aspect that it cannot avoid – as demonstrated by its response to the oil spill in northeast Brazil.
“We’re co-operating with the government and we’ve collected more than 30 samples of the oil and analysed it, they all have the same origin of three fields in Venezuela,” Branco said. Petrobras has taken action in order to remedy the problems caused by the spill, hiring more than 1,000 people, deploying drones, ships and helicopters, while also donating equipment to help clean beaches, the CEO said.
“The spill was a very serious and unprecedented environmental incident on our beautiful beaches,” he continued, “it was a crime. Who committed this crime is still unknown. The Brazilian navy and federal police, helped by international institutions, are actively looking for the author of this aggression to our beaches.”
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