ShaMaran Petroleum Corp. - Oil Exploration and Development in Iraqi-Kurdistan (Seite 18)
eröffnet am 01.05.12 12:31:21 von
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ID: 1.173.988
ID: 1.173.988
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Gesamt: 66.536
Gesamt: 66.536
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ISIN: CA8193201024 · WKN: A0YC7D
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Letzter Kurs 12:28:45 Lang & Schwarz
Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,0500 | +31,25 | |
| 5,6000 | +30,23 | |
| 0,9000 | +21,62 | |
| 1,4300 | +10,85 | |
| 6,1960 | +9,70 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 12,700 | -7,30 | |
| 0,8800 | -8,33 | |
| 0,8100 | -8,99 | |
| 4,2000 | -11,39 | |
| 2,4400 | -27,38 |
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Wenns weiter runter geht könnte man überlegen ob man billiger zuschlagen kann als zuletzt die Lundins
STOCKHOLM (Direkt) Die Familie Lundin hat über ihre Firma Zebra fast 122 Millionen Shamaran-Aktien für 0 6815 SEK pro Aktie gekauft.
Dies wird durch eine Flaggschiff-Ankündigung am 22. Juni belegt.
Die erworbenen Aktien entsprechen 5,6 Prozent des Kapitals von Shamaran. Nach dem Geschäft besitzt Zebra zusammen mit Lorito, der ebenfalls von der Familie Lundin kontrolliert wird, 22,4 Prozent der Aktien von Shamaran.
STOCKHOLM (Direkt) Die Familie Lundin hat über ihre Firma Zebra fast 122 Millionen Shamaran-Aktien für 0 6815 SEK pro Aktie gekauft.
Dies wird durch eine Flaggschiff-Ankündigung am 22. Juni belegt.
Die erworbenen Aktien entsprechen 5,6 Prozent des Kapitals von Shamaran. Nach dem Geschäft besitzt Zebra zusammen mit Lorito, der ebenfalls von der Familie Lundin kontrolliert wird, 22,4 Prozent der Aktien von Shamaran.
Für die Verhältnisse von Shamaran haben wir heute in den USA eine große Anzahl von Aktien gehabt, welche tatsächlich gehandelt wurden.
Antwort auf Beitrag Nr.: 58.467.487 von texas2 am 16.08.18 20:50:49In Deutschland weiterhin so gut wie Null Handel bei dieser Aktie. Die Preise ziehen trotzdem an, aktuell halt nur auf dem Papier. Bis Ende diesen Jahres werden die 30k an bopd erreicht sein. Darüber hinaus wurden ja einige Bohrungen erfolgreich durchgeführt. Für eine Erhöhung der Produktion muss somit die Infrastruktur vor Ort angepasst werden.
Antwort auf Beitrag Nr.: 58.414.347 von texas2 am 09.08.18 20:43:03Aus dem Marathon halbjahresbericht
International E&P
International E&P production averaged 121,000 net boed for second quarter 2018, up 6 percent compared to 114,000 net boed in the prior quarter excluding Libya. The increase reflects the completion of planned turnaround activity in E.G. in the first quarter. Second quarter 2018 International E&P unit production costs averaged $4.71 per boe, compared to $5.37 per boe in the prior quarter excluding Libya, due to the completion of the scheduled turnaround in E.G. in first quarter and fewer U.K. liftings in second quarter. The Company has signed agreements for the sales of its interest in the non-operated Sarsang and Atrush blocks in Kurdistan.
International E&P
International E&P production averaged 121,000 net boed for second quarter 2018, up 6 percent compared to 114,000 net boed in the prior quarter excluding Libya. The increase reflects the completion of planned turnaround activity in E.G. in the first quarter. Second quarter 2018 International E&P unit production costs averaged $4.71 per boe, compared to $5.37 per boe in the prior quarter excluding Libya, due to the completion of the scheduled turnaround in E.G. in first quarter and fewer U.K. liftings in second quarter. The Company has signed agreements for the sales of its interest in the non-operated Sarsang and Atrush blocks in Kurdistan.
Antwort auf Beitrag Nr.: 58.313.894 von Ramses21 am 26.07.18 23:38:47von den pareto lundins
ShaMaran Petroleum
Newsflash
9 August 2018
q2 impacted by production issues, Q3 looks much
better
With two additional wells on stream since late July, Atrush is now producing 28,000 bopd gross from five
wells and is close to testing the nameplate capacity of the production facilities of 30,000 bopd. However,
production in Q2 was only 15,800 bopd, below our expectation of 19,700 bopd, as the previously
reported salt issues had a larger-than-expected negative impact. The Q2 financials accordingly came in
below our expectations. There are no material changes to the plans for the remainder of the year, with
H2’18 production guidance set to 25,000-30,000 bopd gross. We maintain our assumption of 26,500 bopd
gross for H2’18, although the current production rate suggest some upside risk to our estimates, in
particular as debottlenecking activities are now planned for the facilities. The highly accretive acquisition
of a further 15% interest in Atrush from Marathon Oil announced in June has not yet been completed as
certain closing conditions remain outstanding – we expect the deal to close shortly. Buy, TP SEK 1.2
reiterated, although the strong share price performance in recent days has likely reduced the near-term
upside potential somewhat. Please note that Pareto Securities was engaged by ShaMaran Petroleum as
manager and bookrunner for ShaMaran’s recent bond issue.
Production update: Trending above our expectations so far in Q3 after weaker-than-expected Q2
Atrush achieved average gross production of 15,800 bopd in Q2 which is a decrease from 23,600
bopd in Q1. Some decrease was expected due to previously communicated build-up of salt in the
facilities which has limited production since March, but the reported drop is larger than we expected.
We had expected 19,700 bopd gross in Q2. However, production has recovered well since Q2 and is
now reported at 28,000 bopd – boosted by two new wells starting production in July (as previously
communicated). ShaMaran now guides for Atrush production of 25,000-30,000 bopd gross in H2’18,
effectively indicating production likely will end up towards the lower end of the prior full year 2018
guidance range of 23,000-28,000 bopd due to the production dip in Q2. We maintain our
assumptions of 26,000 bopd for Q3’18 and 27,000 bopd for Q4’18, and given the current production
rate we see upside risk to our estimates, in particular as debottlenecking activities are planned for the
facilities.
Q2 financials: Below our estimates on revenue and EBITDA, but strong cash flows as payments are
coming in from the KRG as expected
ShaMaran’s reported numbers do not yet reflect the acquisition of Marathons’ 15% WI in Atrush
which was announced in June (completion is pending and expected shortly). Driven by the lower
production, revenue was USD 15.3m, below our expectation of USD 22m. On the cost side, Atrush
achieved USD 7.97/bbl in average lifting cost in Q2, but this is expected to come down as production
increases and the full year guidance of USD 6.80/bbl is unchanged. EBITDA was USD 12m, also below
our expectation of USD 17m. Net profit was USD 5m, compared to our expectation of USD 7m.
Cash flow before interest payments was strong in Q2 at USD 27m, reflecting regular export payments
and loan repayments from the KRG. The reported unrestricted cash balance is low at USD 2m, but
ShaMaran completed a bond refinancing in early July which has materially strengthened the nearterm
liquidity position.
The capex guidance has been slightly lowered from USD 19.6m to USD 17.0m (based on 20.1%
working interest in Atrush), mainly due to lower than planned drilling and testing costs on CK-7 and
CK-10 which recently started production. The CK-9 water disposal well was spudded on July 20, 2018
with planned 70-day drill time. In addition, the production potential of the eastern side of the block
will be tested with a heavy oil extended well test on AT-3.
ShaMaran Petroleum
Newsflash
9 August 2018
q2 impacted by production issues, Q3 looks much
better
With two additional wells on stream since late July, Atrush is now producing 28,000 bopd gross from five
wells and is close to testing the nameplate capacity of the production facilities of 30,000 bopd. However,
production in Q2 was only 15,800 bopd, below our expectation of 19,700 bopd, as the previously
reported salt issues had a larger-than-expected negative impact. The Q2 financials accordingly came in
below our expectations. There are no material changes to the plans for the remainder of the year, with
H2’18 production guidance set to 25,000-30,000 bopd gross. We maintain our assumption of 26,500 bopd
gross for H2’18, although the current production rate suggest some upside risk to our estimates, in
particular as debottlenecking activities are now planned for the facilities. The highly accretive acquisition
of a further 15% interest in Atrush from Marathon Oil announced in June has not yet been completed as
certain closing conditions remain outstanding – we expect the deal to close shortly. Buy, TP SEK 1.2
reiterated, although the strong share price performance in recent days has likely reduced the near-term
upside potential somewhat. Please note that Pareto Securities was engaged by ShaMaran Petroleum as
manager and bookrunner for ShaMaran’s recent bond issue.
Production update: Trending above our expectations so far in Q3 after weaker-than-expected Q2
Atrush achieved average gross production of 15,800 bopd in Q2 which is a decrease from 23,600
bopd in Q1. Some decrease was expected due to previously communicated build-up of salt in the
facilities which has limited production since March, but the reported drop is larger than we expected.
We had expected 19,700 bopd gross in Q2. However, production has recovered well since Q2 and is
now reported at 28,000 bopd – boosted by two new wells starting production in July (as previously
communicated). ShaMaran now guides for Atrush production of 25,000-30,000 bopd gross in H2’18,
effectively indicating production likely will end up towards the lower end of the prior full year 2018
guidance range of 23,000-28,000 bopd due to the production dip in Q2. We maintain our
assumptions of 26,000 bopd for Q3’18 and 27,000 bopd for Q4’18, and given the current production
rate we see upside risk to our estimates, in particular as debottlenecking activities are planned for the
facilities.
Q2 financials: Below our estimates on revenue and EBITDA, but strong cash flows as payments are
coming in from the KRG as expected
ShaMaran’s reported numbers do not yet reflect the acquisition of Marathons’ 15% WI in Atrush
which was announced in June (completion is pending and expected shortly). Driven by the lower
production, revenue was USD 15.3m, below our expectation of USD 22m. On the cost side, Atrush
achieved USD 7.97/bbl in average lifting cost in Q2, but this is expected to come down as production
increases and the full year guidance of USD 6.80/bbl is unchanged. EBITDA was USD 12m, also below
our expectation of USD 17m. Net profit was USD 5m, compared to our expectation of USD 7m.
Cash flow before interest payments was strong in Q2 at USD 27m, reflecting regular export payments
and loan repayments from the KRG. The reported unrestricted cash balance is low at USD 2m, but
ShaMaran completed a bond refinancing in early July which has materially strengthened the nearterm
liquidity position.
The capex guidance has been slightly lowered from USD 19.6m to USD 17.0m (based on 20.1%
working interest in Atrush), mainly due to lower than planned drilling and testing costs on CK-7 and
CK-10 which recently started production. The CK-9 water disposal well was spudded on July 20, 2018
with planned 70-day drill time. In addition, the production potential of the eastern side of the block
will be tested with a heavy oil extended well test on AT-3.
Trading Spotlight
Heute gab es positive Testresultate von Bohrungen in Atrush. Die 50k bopd sollten ohne Probleme zu schaffen sein.
Der Ölpreis stabilisiert sich wieder und das lässt mich freuen mit Shamaran in der Tasche. Alles spricht für gut Zahlen.
Antwort auf Beitrag Nr.: 58.225.803 von Ramses21 am 16.07.18 17:48:05https://www.youtube.com/watch?v=Zvs_JxyPnLY&feature=youtu.be
Die Preise steigen langsam, aber wann springt die Aktie richtig an?
Antwort auf Beitrag Nr.: 58.010.938 von motz1 am 18.06.18 18:11:19100k bopd sind das Ziel und das ist nicht aus der Luft gegriffen. Iran und Venezuela können nicht mehr produzieren. Irak kann, will und wird mehr produzieren.
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