BOART LONGYEAR GROUP: Produkte und Dienstleistungen und um Bohrvorhaben. - 500 Beiträge pro Seite

[DCShoes]

wie von mir vorab schon in einem anderen Forum gepostet:

ASX in Australien hatte am 5. April den größten Börsengang seit Dezember 2005 zu vermelden.

Folgende Analyse habe ich im Schnelldurchlauf und ohne Gewähr der Richtigkeit gemacht:

Die Boart Longyear Limited hat eine lange Tradition als Anbieter von Produkten und Dienstleistungen rund um Bohrungen für die Mineralstoff-Industrie (Markteinteil rund 17% weltweit).

Im Jahr 2005 wurde das bis dahin selbständige Unternehmen aufgekauft von Advent Interantional, Bain Capital und von Mitgliedern des Managements. Unter dem MD, Paul Brunner, der bereits seit 1987 im Unternehmen ist, wurde Boart nun Anfang April an die Börse gebracht. Von den Einnahmen sollen vorhandene Schulden bezahlt und die bisherigen Investoren abgefunden werden.

Nach meinem ersten Eindruck handelt es sich mit Boart Longyear um ein nun schuldenfreies Unternehmen mit guten operativen Aussichten.

DCS

[DScully]

wenn man das a mit dem r tauscht kommt Borat raus

nice, i like

[DCShoes]

Halbjahreszahlen

- Prognosen aus IPO-Prospekt getroffen.
- Umsatz +43% (organisch 26%, acquired 17%)
- EBITA +82%



Auszüge ASX Announcement/Media Release vom 23.8.07:

Boart Longyear Limited

HIGH MARKET DEMAND DELIVERS STRONG FIRST HALF GROWTH

Highlights:
• Statutory revenue up 43%; EBITDA up 82% on first half 2006
• Pro forma revenue US$753 million (52% of full year Prospectus forecast)
• Pro forma EBITDA US$156 million (49% of full year Prospectus forecast)
• Pro forma net profit US$72 million (48% of full year Prospectus forecast)
• Net Working Capital to Revenue ratio reduced from 25% to 21 %
• Acquisitions performing as planned; integration well advanced
• Product orders continue to grow, with more capacity expansion planned

In its first financial results announcement since listing on the Australian Securities Exchange on 5 April 2007, Boart Longyear Limited today announced strong revenue and earnings growth in the six months ended 30 June 2007.

Commenting on the results, Boart Longyear's Chief Executive Officer Paul Brunner said that "Boart Longyear's first half results reflect sustained growth from both our Drilling Services and Products divisions resulting from continued high demand from the exploration drilling market.

We are off to a good start as a public company and we remain confident that we will meet our statutory and pro forma earnings forecasts for the full year. We see no interruption to current market conditions."

"Our Drilling Services fleet has now passed 1,000 rigs, and the business is benefiting from the recent strategic acquisitions made in Australia, the USA and South America. All acquisitions are performing well. We have been successful in executing multiple strategies to recruit, train and retain staff. Even in Australia, where the labour market is tight, we are managing our costs and have made significant improvements in staff retention. However, the challenge to growth remains in filling the need for drillers and helpers."

Mr Brunner noted with respect to the Products Division that planned capacity increases and restructuring initiatives are being completed on time and on forecast, with benefits expected through 2008. He further commented that market demand continues to exceed expectations and there was a need to review further capacity increases before the end of 2007.

FINANCIAL OVERVIEW

Drilling Services and Products demand across all regions was solid, resulting in strong improvement in both revenue and earnings. Total revenue for the period was US$750 million, an increase of 43% over the prior year. Of the US$224 million year-on-year revenue increase, US$155 million was attributable to Drilling Services and US$69 million to Products.

Total EBITDA in the first half was US$140 million, an increase of 82% compared to the first half of 2006. On a pro forma basis the first half EBITDA was US$156 million or 49% of the full year forecast stated in the Prospectus.

Net profit after tax for the first half was US$17 million. On a pro forma basis, net profit after tax was US$72 million, 48% of the full year forecast stated in the Prospectus.

The statutory effective tax rate of 41 % for the first half is the blended annual rate for 2007, which takes into account the tax weighting of the corporate structure prior to the IPO and post the IPO. In subsequent periods, the effective tax rate is expected to be approximately 32%.

Boart Longyear is on track to deliver strong cash flows from operating activities for the year, as forecast in the Prospectus. Significant improvements made in working capital management resulted in the reduction of the net working capital-to-revenue ratio from 25% to 21 % in the past year.

Earnings per share were 1.2 US cents (4.9 US cents on a pro forma basis). No interim dividend has been declared, consistent with the Company's Prospectus. The statutory and pro forma revenue, earnings and cash flow forecasts for the full year, as stated in the Prospectus, are expected to be met.

(..)

OUTLOOK

Due to the ongoing strength in world commodity markets Boart Longyear remains on track to deliver its forecasts for rts Drilling Services and Products business units for the 2007 financial year.

The focus remains on identifying accretive opportunities to consolidate its position as the leader in the mineral exploration drilling industry and is assessing capacity expansion initiatives, as well as a select number of potential acquisitions. Operating improvements, expansion of the Environmental & Infrastructure and Energy business units, and new product development also remain important areas of focus for the Group.

[ComMOD [Mod]]

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[DCShoes]

Das Ergebnis des ersten Geschäftsjahres steht aus:

On Friday 29 February 2008, Boart Longyear will release the Full Year 2007 Results Announcement.

[DCShoes]

Zahlen zum 1. Halbjahr kommen am 26.8.:

Boart Longyear Limited will release its 2008 half year results to the Australian Securities Exchange at 9:00am [AEST] on the morning of Tuesday 26 August 2008.? The results will be presented via webcast by Paul Brunner (CEO), Craig Kipp (President & COO) and Don Newman (Interim CFO).