Seplat Petroleum- Absurd billiger Ölproduzent aus Nigeria (Seite 5)

[tofu1]

Im Q1 ist leider nach Steuern fast nichts von den 100 Mio Gewinn übrig geblieben.
Ich hoffe, dass die Steuerquote von 76 % ein einmaliges Ereignis war
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The profit before tax was $83.4 million (3M 2021: $28.0 million). The income tax expense of $63.5 million includes a current
tax charge of $17.9 million and deferred tax charge of $45.6 million. The deferred tax charge is mainly driven by the
unwinding of previously unutilised capital allowances and higher under-lift in current year. The effective tax rate for the
period was 76% (2021: 11%)

[freddy1989]

Antwort auf Beitrag Nr.: 71.321.013 von tofu1 am 08.04.22 22:28:12

Welcher Broker

Hi hallo dank dir ich werde auch über London kaufen aber über welchen Broker kauft du ?smartbroker oder welchen verwendest du?

beste grüße
Freddy

[tofu1]

Hier noch ein Artikel der unterstreicht wie abhängig Seplat vom Oelverkauf ist. Die Erträge aus dem Gasverkauf sind nach wie vor nicht der Rede wert.

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Seplat Posts $177m Pre-Tax Profit For 2021
By Caleb Ijioma ON MAY 18, 2022
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Seplat Energy Plc has recorded a pre-tax profit of 177 million dollars for the year ended December 2021 The amount is 321 percent higher than the 80 million dollars recorded by the company, which is listed on the Nigerian Exchange and the London Stock Exchange, in 2020.

Mr Roger Brown, Chief Executive Officer, Seplat Energy Plc, made the announcement while speaking with newsmen after the 9th Annual General Meeting of the company on Wednesday in Lagos.

Brown said Seplat’s revenue increased by 38 per cent to 733 million dollars in 2021 when compared with 531 million dollars in the 2020 financial year.

He said the company made 618.4 million dollars from oil sales while 114.8 million dollars revenue was made from gas in 2021.

According to him, oil revenues went up on higher price of 70.54 dollars per barrel in 2021 compared to the 39.95 dollars per barrel it was sold in 2020 as a result of the COVID-19 pandemic.

Brown said the board also agreed on the payment of dividends at 10 cents per share for its shareholders, which would be paid quarterly.

“So, the company has bounced back from 2020. It is in a strong footing going forward and the circumstances show that we are having a better result going into 2022,” he said.

Brown also noted that the ongoing conflict between Russia and Ukraine had provided Nigeria with a unique opportunity to take its gas into the European market.

He, however, said Seplat remained committed to meeting the domestic gas needs of the country in order to reduce lack of access to energy, which was critical to development.

Also, ABC Orjiako, outgoing Board Chairman, Seplat Energy Plc, said the company would continue to make massive investments to grow its oil and gas production and reserves.

Orjiako said Seplat had paid over 2 billion dollars in taxes and royalties to the federal government and had also paid about 12 billion dollars to its production partners, including the Nigerian National Petroleum Company (NNPC) Ltd.

He said the 700 million dollar ANOH Gas Processing Company, being constructed by Seplat and the NNPC at Asaa, Ohaji/Egbema in Imo, was nearing completion.

He said the project, which would produce about 300 MMscfd, reinforced Seplat’s commitment towards its leading position in the transition to a cleaner source of energy, while providing sustainable development to its host communities.

Orjiako said the project, when completed, would provide gas to boost the much-needed supply of power to millions of homes and businesses across Nigeria to facilitate better standard of living and drive economic growth.

He also provided update on Seplat’s recent acquisition of the entire share capital of Mobil Producing Nigeria Unlimited (MPNU) from ExxonMobil Corporation, Delaware, United States of America.

Orjiako said the company was currently engaging the government and its partners to obtain the needed consent to finalize the deal.

Commenting on the recent launch of `Seplat Energy Tree 4 Life Initiative’ in Abuja, he said the project would be piloted in five states with the goal of planting one million trees annually for the first five years.

He said: “Environmental sustainability is critical to our operations. The climate change situation needs to be mitigate, and that is why we took up this initiative. We are also targeting to take out flares in our operations by 2024, six years ahead of the time frame of 2030 set by the Federal Government.”

[tofu1]

Es bleibt weiterhin bei 10 US Cent Dividende im Jahr

https://allafrica.com/stories/202205190463.html

[tofu1]

hier eine Erklärung vom ehemaligen Seplat CEO, wo das ganze Oil in Nigeria verbleibt. Angeblich wird 80% des geförderten Öls geklaut. Scheinbar sind das Erfahrungswerte aus seiner ehemaligen Firma.

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https://www.thecable.ng/austin-avuru-80-percent-of-oil-produ…

[tofu1]

Also ich kaufe die Stuecke fast immer in London. An den deutlichen Boersenplätzen kann man nur ein Limit reinlegen und hoffen, dass es zum Limit irgendwann Umsatz gibt. In London werden bei meiner Bank mindestens 30 Euro pro Kauf fällig. Hier sollte man also darauf achten, dass genug Stücke auf der Briefseite stehen.

[freddy1989]

Antwort auf Beitrag Nr.: 71.123.739 von tofu1 am 16.03.22 20:35:26

Klingt interssant

Das klingt nach einem Interssanten Investment über welchen Broker habt ihr die Aktien gekauft?

[tofu1]

Das Q4/2021 war aber mit einem Gewinn von 75 Mio richtig gut. ( Ok es gab statt einer Steuerzahlung eine Steuergutschrift)
Von diesen Quartalen darf es gerne in diesem Jahr mehr geben:
https://www.reuters.com/companies/SEPLAT.LG/financials/incom…

[Istanbul]

Aha, deshalb die unerklärliche Kursschwäche der letzten Tage. Der Kurs von Seplat hätte explodieren müssen bei diesen Ölpreisen: nur Put-Option-Hedging plus Übernahme von Exxon Shallow zu einem Schnäppchenpreis bei jetzigen Ölpreisen. Die Nigerianer hatten schlicht die unterschiedlichen (nun Ex-)Exxon-Companies durcheinander gebracht. Die Unsicherheit zeigt aber, dass zumindest die locals mit jedwedem Ungemach rechnen und dem Braten nicht trauen. Nun ja, man wird sehen, weiter einiges geboten an Unterhaltungswert.

Lagos and London - 7 March 2022: Seplat Energy has become aware of newspaper and social media reports that the Nigerian National Petroleum Company Limited ("NNPC") has exercised a right of pre-emption under the NNPC/Mobil Producing Nigeria Unlimited ("MPNU") Joint Operating Agreement ("JOA"). The Company wishes to clarify that the Sale and Purchase Agreement ("SPA"), earlier announced on the 25 February 2022, deals with the acquisition of the entire share capital of MPNU's shareholders, Mobil Development Nigeria Inc. and Mobil Exploration Nigeria Inc., being entities of Exxon Mobil Corporation registered in Delaware ("ExxonMobil"). MPNU, is not a party to the SPA and continues to hold its interests, rights and obligations under the NNPC/MPNU JOA.

There are also some reports that the SPA between ExxonMobil and Seplat Energy has been terminated. Seplat Energy confirms that no event of termination has occurred, and the SPA remains valid and subsisting.

Seplat Energy is a compliant company and will continue to follow the laws of the Federal Republic of Nigeria.

[Istanbul]

Kann sein, bin mir nicht sicher. Immerhin haben sie diese "Quartalsdividende" als final 2021 erklärt. Dann gibt's für Q1 2022 noch eine zeitnah. Gab jetzt genug Gründe in letzter Zeit, sich mit wichtigeren Sachen wie die Finanzierung der Übernahme zu beschäftigen. Wir werden's sehen.

Ohnehin zweitrangig. Ist jetzt ein ganz anderes Unternehmen.