Surgut seit einigen Tagen superstark! Was ist los? - 500 Beiträge pro Seite

[Wurstmaxe]

Die Aktie ist seit Ende des alten Jahres auf Höchstständen, wie es sie jahrelang nicht mehr gab. Was sind die Ursachen? Kauft irgendjemand gezielt auf?

[Piper28]

Gezielte Aufkäufe des Managaments. Das Management kauft die Vorzüge, da aufgrund der für 2001 erwarteten Gewinne eine Dividendenrendite von 17 % ansteht (Es muss 10 % des Unternehmens-Gewinnes an die Vz-Aktionäre ausgeschütet werden).
Dann besteht Umwandlungsphantasie (vz werden in Stämme umgewandelt), wodurch weiteres Kurspotential von mind 70 % besteht.
Fonds und andere die sich nicht auskennen laufen hinterher und kaufen die Stämme, daher steigen auch die.

Quelle : E-mail von Der Ostinvestor http://www.ostinvestor.info (habe den Brief abonniert, der hatte mich noch vor Weihnachten davon in Kentniss gesetzt)

[Upturner]

Surgut News:
S. currently produces 43.5 MWh of electricity at its three as turbine power plants (GTPPs) by means of burning 150 mln cm/y of associated as. Two of these plants were commissioned at end 2001. By 2007, the number of GTPPs will rise to eight and associated as consumption to 523 mln cm/y, yielding an increase in electricity production to 225 MWh. The project will require an investment of $90 mln and allow the company to reduce power supply from Tyumenenergo by nearly 25%. Calculated on the basis of current electricity rates, the project should save the company over R1 bln ($30 mln) a year.

Yukos ist ebenfalls an mehreren Energieversorgern beteiligt.
siehe unsere seite
http://www.russlandaktien.info/Firmenportrats/Yukos/yukos.html
unter news nachschauen

[Upturner]

As Troika Dialog reports, Surgutneftegaz has revealed plans to release GAAP accounts for 1998-2000 by the time of its next AGM, the date of which has yet to be fixed. This follows a statement in
December by the general director that US GAAP accounts were “practically completed”.
The financial audit for the three years was implemented by Arthur Andersen.
Surgutneftegaz is expected to use these accounts to aid in securing a listing for its ADRs
on the NYSE. The company already has Level 1 ADRs listed on certain European stock
exchanges, while in the US its Level 1 ADRs are traded OTC only.

alles klar denke ich eine Phantasie kommt zur anderen

mehr unter
www.russlandaktien.info
gruß guido

[oberossi]

@p28

<Fonds und andere die sich nicht auskennen laufen hinterher und kaufen die Stämme, daher steigen auch die.>

Investiert ist laut Comdirekt
Lion-Fortune-Eur.Em... 987024

MfG

berossi

[leeker]

Hier die neueste Nachricht aus www.russlandaktien.info:
Wie wir aus Moskau erfahren, scheint sich die Dividendenspekulation nicht zu bewahrheiten. Allem Anschein nach, wird es eine Dividende von ca. 0,9 US-Cent pro originaler Aktie geben, was 0,9 US-$ pro ADR entspricht.
Stichtag für die Dividendenzahlung: 12.02.2002, KGV: 3, Hauptversammlung: 30.03.2002
01/2002 US-GAAP Zahlen der Jahre 1998-2000 werden demnächst vorgelegt; Börsengang an die New York Stock Exchange soll folgen
01/2002 Surgutneftegas liefert in der nächsten Zeit ca. 6 Mill. t Öl in die Republik Bashkortostan
Will das jemand kommentieren?
Ich denke,dass die Kurse eher steigen werden, vor allem die Vorzüge

[Piper28]

Habe gestern die Hotline des Ostinvestors abgehört.

Kurze Zusammenfassung: Das Management von Surgut kauft weiter die Vorzugsaktien und -ADR´s auf. Man vermutet dass es mit der Dividendenerhöhung dieses Jahr noch nichts wird, erst im nächsten. Aber das Management von Surgut gibt hierzu keine Auskünfte, man hat nur bestätigt bekommen dass die Herren die Vorzugs-Aktien des eigenen Unternehmens aufkaufen.

Mein Fazit:
Ich bleibe drin. Dividende hin oder her - die Aktie ist billig

[leeker]

Hier doe Pressemitteilung vom 27.02.2002:
OJSC “Surgutneftegas” Board of Directors has considered and reached a decision to recommend Shareholders’ General Meeting to approve annual report on results of the Company’s business activity for 2001, balance sheet, profit and loss account, distribution of profit and loss for 2001 and has taken into account the Auditing Committee conclusion with regard to revision of the Company’s last year activity.

The Board of Directors has also considered and taken into account the results of OOO “Rosekspertiza” auditor’s opinion on accounting statements of OJSC “Surgutneftegas” for 2001.

With respect to dividends the following decision was reached: to recommend Shareholders’ General Meeting to announce dividend payment for 2001 in the amount of RUR 0.1 and RUR 0.033 on preferred share and ordinary share respectively.

First Deputy Director General of OJSC “Surgutneftegas” on Finance and Taxation Vladislav Barankov said that when assessing the amount of funds for dividend payment, the Company took into account the financial results of activity during the reporting year and the existing economic conditions in the current year.

Though the hydrocarbon production increased by 8%, the Company’s net proceeds from product sales reduced by 6% due to adverse price conditions. Increased tariffs of natural monopolies to a great extent led to higher production costs of products sold. Commercial expenses alone grew by 60%.

As a result, the balance sheet profit on the whole reduced by more than 20%.

There has been further worsening of the situation in the oil market since the beginning of 2002. The tax burden has increased because of launching of the new resource use taxation system in particular. With this in mind, the priority guidelines of distributing the finances, which the Company possesses after paying the profits tax and other compulsory payments, have been created. On the basis of the above-mentioned there has been a decision on dividends made.

Vladislav Barankov emphasized that the necessity of realization of the Company’s investment programs, which have already been started and need to be accomplished, was believed to be of paramount importance, as well as those prospective projects, which are strategically important for further development of the Company.

Press service of OJSC Surgutneftegas
February 27, 2002

[leeker]

Hier nun die Berwertung von Surgutnetftegas, die wohl per 30.03.02 auf US-GAAP umstellt. Steigende Kurse sind also zu erwarten. Die Nachricht stammt von www.aton.ru!

Corporate News
Surgutneftegaz Common $0.365 — Buy
Pref $0.232 — Hold


Shares reach 18-month high ahead of US GAAP accounts` publication
Surgutneftegaz common shares advanced 5.8% on Thursday, outperforming the RTS Index by 1.9% and reaching an 18-month high. Preferred shares were unchanged, however, at $0.23.

No particular news on Surgutneftegaz surfaced on Thursday to explain the rally. However, we tend to attribute Surgut`s strong performance to growing expectations that the company may present its first-ever set of US GAAP accounts at the upcoming AGM scheduled for 30 March.

The audited US GAAP accounts will cover the period of 1998-2000 and thus have little value in terms of understanding recent business dynamics of the company. Nonetheless, they would represent an important step towards greater transparency, as Surgutneftegaz currently remains the only publicly traded Russian oil major without international accounts.

More importantly, as we pointed out in our recent report on Surgutneftegaz, we believe that the company`s auditor may classify approximately 15bn common shares (or 42% of the total) as "treasury stock" and thus exclude them from the share count for the purposes of calculating earning per share. We believe that as a result Surgutneftegaz`s headline 2000 EPS may be as much as 70% above the originally reported number. While the auditor`s opinion would not necessarily sway investors` opinion in favor of the company (especially considering that Surgut`s auditor is Arthur Andersen), some investors may reconsider the way in which they value Surgut.

We reiterate our Buy recommendation on the common shares. Our target price is $0.39 assuming 35.7bn common shares outstanding. The exclusion of 15bn of treasury shares would increase our price target to $0.68.

[leeker]

Hier die letzte Meldung über www.aton.ru vom 15.03.2002:
Surgutneftegaz Common $0.369 — Buy
Pref $0.230 — Hold


Releases unconsolidated 2001 RAS results
Surgutneftegaz`s unconsolidated 2001 RAS results released yesterday represent condensed financials for its producing unit and therefore do not reflect the Kirishi refinery`s contributions to the bottom line. Nevertheless, the results are indicative of the overall trends in the company`s performance and are largely in line with our earlier estimates. In 2000 2001 % change
Average Urals Med, $/bbl 26.00 22.26 -14%
Average R/$ 28.10 29.20 4%
Revenue 5,575 5,039 -10%
Operating expenses 2,098 2,431 16%
SGA 238 382 61%
Operating profit 3,240 2,225 -31%
Taxes 774 453 -41%
FX gain 94 264 181%
Net profit 2,560 2,036 -20%
Adj. net profit 2,466 1,772 -28%
Operating margin 58% 44% -14%
Net margin 46% 40% -6%


Last year, a 10% y-o-y decline in Surgut`s revenues, combined with a 16% y-o-y increase in operating expenses, led to a 31% drop in the company`s operating profit. This, in turn, resulted in a net profit decline of 20% y-o-y. Surgut`s operating and net margins shrunk by 14% and 6% y-o-y, respectively. We have to note that Surgut continues to implement a rigorous cost-control policy, with its expenses rising only 16% last year, compared with 18% inflation in 2001.

On the balance sheet side, the company`s cash position increased 13% y-o-y to $3.8bn from $3.36bn the year before. Short-term investments grew 15% y-o-y and reached $3.64bn.

Separately, Surgut CEO Vladimir Bogdanov yesterday said that the company`s 2003 crude oil production target stands at 52mn tons (1.04mn bpd), up 8.5% from the newly revised 2002 target of 48mn tons (0.96mn bpd). 2002 output was previously set at 47mn tons (0.94mn bpd). We believe that the new output objectives are quite realistic, as the company has adequate resources for their implementation.

In addition to revamping its production forecast, Surgutneftegaz announced yesterday that it has submitted an application to the Belarus government for participating in the privatization auction of the country`s three petrochemical plants, namely Naftan, Polimir and Azot. The bid is a joint project between Surgut and Slavneft. Furthermore, the company indicated that it plans to build a petrochemical plant in Khanty-Mansiisk (Western Siberia) that would cost an estimated $600mn. We welcome Surgut`s acquisition plans, as they would help diversify the company`s activities. Besides that, expansion into downstream projects would effectively ward off the negative effects of crude oil price fluctuations.

[Wurstmaxe]

Kurs heute über 22 Euro!
Suuuper!

[leeker]

Hier die Nachricht von www.aton.ru:
Surgutneftegaz $0.378 — Buy


Capex to rise 18% in 2003
Surgutneftegaz CFO Vladislav Barankov said yesterday that the company`s capex will increase by 17% in 2003 to $2bn. The increase will be driven primarily by higher downstream capex as Surgut plans to spend $401mn next year on the Kirishi refinery`s modernization. Surgut also plans to increase its crude oil production by 8%-10% in 2002-2003 through increasing capital expenditures.

Based on our 2003 cash flow forecast for Surgut, the company should be able to easily finance the announced capex program from internal cash flows. This means that the notorious $4bn cash hoard is unlikely to disappear anytime soon. Barankov indicated, however, that certain downstream acquisitions in Belarus and Ukraine are possible as the company seeks to increase its refining volumes to 50% - 60% of output compared to 35% at present.

Das sieht doch gut aus, oder???

[leeker]

Neueste Nachrichten von der surgutneftegas-Homepage vom 05.07.2002:
Company News
latest news
archive
05.07.2002
OJSC “Surgutneftegas” has summed up its production activity results for 6 months


Over 6 months of the current year OJSC “Surgutneftegas” has produced 23 mn. 701.5 thousand tons of oil against 21 mn. 241.9 thousand tons and 19 mn. 799.5 thousand tons over the same periods of 2001 and 2000 accordingly. OJSC “Surgutneftegas” has increased oil production by over 11.5% in the current year against just over 7% in the previous year.

Gas production has increased by almost 17% to 6 bn. 495.8 mn. cub. m, against 5 bn. 552.6 mn. cub. m over the same period of the previous year.

OJSC “Surgutneftegas” has drilled 1 mn. 416.2 thousand m, a 13.8% increase from the same period of the previous year (1 mn. 243.9 thousand m).

Exploratory drilling has increased by 7.7% to 135.4 thousand m against 125.7 thousand m over the same period of the previous year.

454 new wells have been put onstream (against 411 wells put onstream over the same period of 2001).

Press Service of OJSC “Surgutneftegas”

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