Premier Oil plc - Explorer & Producer
26.02.16 21:41
#77
Palaimon
Moin Aussitzer - wg. #75,
sieht nicht so aus, siehe hier:
http://www.ariva.de/premier_oil-aktie/historische_ereignisse
http://www.ariva.de/premier_oil-aktie/historische_ereignisse
27.02.16 20:10
#78
Palaimon
Jahresbericht 2015
Tony Durrant, Chief Executive, commented:
“Despite the significant reduction in oil and gas prices, reflected in our results today, 2015 was a year in which we exceeded production guidance, added to reserves, achieved notable exploration success and reached agreement on a value-adding acquisition. We also reduced operating costs by over 25 per cent, significantly cut back on current and future development spend and disposed of negative cash flow assets.
Our forward plan includes further actions to reduce debt, positioning ourselves for a prolonged period of lower oil prices, whilst continuing to take actions to build longer-term value for a recovering commodity environment.”
“Despite the significant reduction in oil and gas prices, reflected in our results today, 2015 was a year in which we exceeded production guidance, added to reserves, achieved notable exploration success and reached agreement on a value-adding acquisition. We also reduced operating costs by over 25 per cent, significantly cut back on current and future development spend and disposed of negative cash flow assets.
Our forward plan includes further actions to reduce debt, positioning ourselves for a prolonged period of lower oil prices, whilst continuing to take actions to build longer-term value for a recovering commodity environment.”
28.02.16 13:57
#79
aussitzer21
Zum Ausblick 2016
habe mir mal die Zahlen für 2016 bei einem durchschnittlichen Ölpreis von 40$ angesehen. Lt. Premier Oil werden pro Tag 70000 Barrel Öl gefordert (inkl. Eon), also rd. 26 Mill/Jahr. Premier Oil hat gesagt,das sie bis zu 30% der Förderung mit 73$ in 2016 abgesichert haben. Das sind 7665000 Barrel, die für rd. 560 Mill. Dollar verkauft werden. Die restlichen rd. 19 Mill. bringen bei 40$ 740 Mill. Dollar. Gesamteinnahmen von rd. 1,3 Mill. $. Also rund 200 Mill. mehr als 2015. Bei 30$/pro Barrel im Schnitt wären es immer noch zusammen 1,13 Mill. Dollar, soviel also wie in 2015. Hinzu kommen die Kosteneinsparungen von 25%, die sich ebenfalls postiv auf die Einnahmen auswirken werden. In 2015 lag der Aktienkurs bei annährend ähnlichen Zahlen (weniger Förderung/höhrerer Ölpreis) durschnittlich bei 1,50 € und jetzt mit dieser Annahme in 2016 (höhrere Förderung/geringerer Ölpreis) und ebenfalls Einnahmen von mind. 1,13 Milliarden $ bei geringeren Förderkosten um 25% bei 0,40€ bis dato. Also ich denke da ist noch Luft in 2016 bis 1,50€. Der Ölpreis wird m.M. auch nicht weiter fallen als bis 30. Sollte er wider erwarten vielleicht doch noch auf 50 oder 60 $ steigen (dann wären Einnahmen von über 1,6 Mill. Dollar - ähnlich wie 2014 bei 56000/pro Tag Förderung und durchnittl. Ölpreis von 85$), dann sind auch Kurse von 3,00€ und darüber denkbar. Ich bin nach langer Abstinenz von der Börse (gebranntes Kind mit Wamu) hier mit 9K eingestiegen und längerfristig engagiert. Ir
28.02.16 14:55
#80
Palaimon
Die wollen wieder Schuldenerlass
Premier Oil in new plea for debt relief
Danny Fortson Published: 28 February 2016
PREMIER OIL has recruited a top City bank to lead negotiations with its lenders after it warned that it could breach the terms of its $2.2bn debt.
The company, which owns rights to a big reservoir in the Falkland Islands and pumps crude in the North Sea, is understood to have lined up Rothschild for the crunch talks — the second time in a year that the company has had to plead for relief from its lenders.
Sources close to the situation said the banks may insist shareholders share the pain by putting money into a rescue rights issue later this year.
Premier’s share price has collapsed by nearly 90% over the past 18 months, with the plunging crude price wiping out profits and raising concerns over its ability to pay back its loans. The shares closed on Friday at 41p, valuing the company at £207m — one-eighth of its outstanding debt.
Wenn man den ganzen Artikel lesen will, muss man Abonnent werden.
Danny Fortson Published: 28 February 2016
PREMIER OIL has recruited a top City bank to lead negotiations with its lenders after it warned that it could breach the terms of its $2.2bn debt.
The company, which owns rights to a big reservoir in the Falkland Islands and pumps crude in the North Sea, is understood to have lined up Rothschild for the crunch talks — the second time in a year that the company has had to plead for relief from its lenders.
Sources close to the situation said the banks may insist shareholders share the pain by putting money into a rescue rights issue later this year.
Premier’s share price has collapsed by nearly 90% over the past 18 months, with the plunging crude price wiping out profits and raising concerns over its ability to pay back its loans. The shares closed on Friday at 41p, valuing the company at £207m — one-eighth of its outstanding debt.
Wenn man den ganzen Artikel lesen will, muss man Abonnent werden.
28.02.16 16:54
#81
aussitzer21
Ahnlicher Artikel in der Financial Times
Premier Oil considers renegotiating lending terms
Premier Oil is considering attempting to renegotiate its banking terms with its lenders in the coming weeks as it seeks to avoid breaching its covenants before the summer, its chief executive has said.
Tony Durrant said the independent oil and gas company was cutting costs to meet its loan repayments — but may also open discussions with its banks to secure more breathing space.
More
ON THIS TOPIC
Bryce Elder Small-cap Week, February 6
Premier Oil urges action on North Sea
Premier Oil to buy Eon’s North Sea assets
Premier Oil cuts debt with Norwegian sale
IN OIL & GAS
Week in Review, February 27
Sunny Hill in 3p-a-share bid for Petroceltic
New chief faces big challenges at Pemex
Eni confident of profit in $50 oil
Premier, like many of its rivals, has taken a hit as the price of oil has crashed, and on Thursday announced more than $1bn of writedowns to the value of its assets. The price of a barrel of Brent crude has fallen from $115 in summer 2014 to under $35 now.
“By the midyear, with oil at $45 a barrel, we do not have a covenant issue. But if it stays at $35, we do,” said Mr Durrant.
He added: “We are already talking to our banks about the Eon deal [to buy the utility company’s North Sea oil and gasfields for $120m]. It would not be challenging to flip that into a covenant discussion.”
Premier said on Thursday that it had lost $829.6m in 2015 — up from $362.5m in 2014 — after making just over $1bn of writedowns, largely to the value of its Solan project in the North Sea.
The company has net debt of $2.2bn, four times what analysts believe it will make in underlying earnings this year. It said on Thursday that it still had $400m of cash and $850m of unused borrowing.
In an effort to avoid breaching its existing lending terms, Premier is hoping to cut total costs of $150m in 2016, although Richard Rose, its finance director, said he hoped to make more than that.
The company is also hoping to sell more of its assets, including its operations in Pakistan.
Mr Durrant said that by the end of the decade, Premier would be focused only on Vietnam, Indonesia, and the UK North Sea, where its is completing a deal to buy all of Eon’s fields. The company is now discussing that sale with its lenders, and hopes to finalise the process before the end of April.
One of Premier’s biggest fields by 2020 will be the Solan project that it has been developing to the west of Shetland. But the company said on Thursday that there had been a further delay in that process, pushing back the first flow of oil from later this month to the end of March.
Mr Durrant said poor weather had been the cause of that delay, rather than any technical problems.
RELATED TOPICS
Oil
Premier Oil is considering attempting to renegotiate its banking terms with its lenders in the coming weeks as it seeks to avoid breaching its covenants before the summer, its chief executive has said.
Tony Durrant said the independent oil and gas company was cutting costs to meet its loan repayments — but may also open discussions with its banks to secure more breathing space.
More
ON THIS TOPIC
Bryce Elder Small-cap Week, February 6
Premier Oil urges action on North Sea
Premier Oil to buy Eon’s North Sea assets
Premier Oil cuts debt with Norwegian sale
IN OIL & GAS
Week in Review, February 27
Sunny Hill in 3p-a-share bid for Petroceltic
New chief faces big challenges at Pemex
Eni confident of profit in $50 oil
Premier, like many of its rivals, has taken a hit as the price of oil has crashed, and on Thursday announced more than $1bn of writedowns to the value of its assets. The price of a barrel of Brent crude has fallen from $115 in summer 2014 to under $35 now.
“By the midyear, with oil at $45 a barrel, we do not have a covenant issue. But if it stays at $35, we do,” said Mr Durrant.
He added: “We are already talking to our banks about the Eon deal [to buy the utility company’s North Sea oil and gasfields for $120m]. It would not be challenging to flip that into a covenant discussion.”
Premier said on Thursday that it had lost $829.6m in 2015 — up from $362.5m in 2014 — after making just over $1bn of writedowns, largely to the value of its Solan project in the North Sea.
The company has net debt of $2.2bn, four times what analysts believe it will make in underlying earnings this year. It said on Thursday that it still had $400m of cash and $850m of unused borrowing.
In an effort to avoid breaching its existing lending terms, Premier is hoping to cut total costs of $150m in 2016, although Richard Rose, its finance director, said he hoped to make more than that.
The company is also hoping to sell more of its assets, including its operations in Pakistan.
Mr Durrant said that by the end of the decade, Premier would be focused only on Vietnam, Indonesia, and the UK North Sea, where its is completing a deal to buy all of Eon’s fields. The company is now discussing that sale with its lenders, and hopes to finalise the process before the end of April.
One of Premier’s biggest fields by 2020 will be the Solan project that it has been developing to the west of Shetland. But the company said on Thursday that there had been a further delay in that process, pushing back the first flow of oil from later this month to the end of March.
Mr Durrant said poor weather had been the cause of that delay, rather than any technical problems.
RELATED TOPICS
Oil
28.02.16 17:43
#82
Palaimon
Dann schieße ich schnell mal
den Link hinterher. Vorher 4 Fragen beantworten, damit man ihn vollständig lesen kann:
28.02.16 18:45
#83
aussitzer21
Nicht untergehen
Die Banken werden doch jetzt nicht so blöd sein, POO über die Klinge springen zu lassen, wenn der Ölpreis in diesem Jahr wieder up geht und Geld fließt. Die werden sich garantiert einigen, sonst können Sie die 2 Milliarden abschreiben. Auf der anderen Seite hoffe ich nicht, das die Shareholder für eine Kapitalerhöhung herhalten müssen und mal wieder verwässert wird.
Zitat von oben:
"Sources close to the situation said the banks may insist shareholders share the pain by putting money into a rescue rights issue later this year."
Zitat von oben:
"Sources close to the situation said the banks may insist shareholders share the pain by putting money into a rescue rights issue later this year."
29.02.16 11:30
#84
aussitzer21
Übernahmekandidat?
In den englischen Foren wird angenommen, dass Premier schon bald von Ophir Energy übernommen werden könnte.
Zitat:
"An asset sale or merger may be another option. You never know... perhaps advisors might point management back towards a cash rich and asset rich player like Ophir who 2 years made a dart for PMO but got rebuffed."
http://www.iii.co.uk/investment/...otn:LSE:PMO&display=discussion
Zitat:
"An asset sale or merger may be another option. You never know... perhaps advisors might point management back towards a cash rich and asset rich player like Ophir who 2 years made a dart for PMO but got rebuffed."
http://www.iii.co.uk/investment/...otn:LSE:PMO&display=discussion
29.02.16 14:19
#85
Palaimon
Na ja, das sind Vermutungen.
"may be" - "might" - "you never know"..........
Also, da würde ich erstmal nichts drauf geben.
Neues Kursziel und Rating:
MAIN MARKET AND AIM
----------
Liberum Cuts Premier Oil Target To 67p From 69p, Keeps Buy
----------
JPMORGAN RAISES PREMIER OIL PRICE TARGET TO 63 (60) PENCE - 'NEUTRAL'
http://www.lse.co.uk/...SUMMARY_Goldman_Sachs_Raises_Sky_And_Cuts_ITV
Also, da würde ich erstmal nichts drauf geben.
Neues Kursziel und Rating:
MAIN MARKET AND AIM
----------
Liberum Cuts Premier Oil Target To 67p From 69p, Keeps Buy
----------
JPMORGAN RAISES PREMIER OIL PRICE TARGET TO 63 (60) PENCE - 'NEUTRAL'
http://www.lse.co.uk/...SUMMARY_Goldman_Sachs_Raises_Sky_And_Cuts_ITV
29.02.16 14:42
#86
aussitzer21
Klar, natürlich
alles nur Vermutungen, aber wer weiß was noch passiert, wenn Premier weiterhin so billig bleibt. M&A in diesem Umfeld wären dennoch denkbar. Wer Interesse an der Pressekonferenz in schriftlicher Form hat, hier der Link:
http://seekingalpha.com/article/...l-results-earnings-call-transcript
http://seekingalpha.com/article/...l-results-earnings-call-transcript
29.02.16 15:45
#87
Palaimon
Der Thread wurde gemeldet!
Was wohl der Meldegrund war. Unglaublich! Zumal es nur diesen einen Thread für PMO gibt.
Mehr noch eigentlich interessiert mich ja der Melder. Soll er sich doch mal hier zu Wort melden, was ihm an dem Thread nicht passt.
Mehr noch eigentlich interessiert mich ja der Melder. Soll er sich doch mal hier zu Wort melden, was ihm an dem Thread nicht passt.
29.02.16 17:15
#89
Palaimon
Hier:
http://www.ariva.de/forum/meldungen.m
Der Thread wurde ins Hot Stock Forum verschoben. Werde ich gleich mal Widerspruch einlegen.
http://www.ariva.de/forum/meldungen.m
Der Thread wurde ins Hot Stock Forum verschoben. Werde ich gleich mal Widerspruch einlegen.
01.03.16 10:39
#90
Palaimon
Das ist ne echt geile Begründung! Danke st!
| Moderation | Zeit: | 08:55 |
Deine Meldung im Forum Löschen ] [ Sperren | |
Der Moderator st hat deine Meldung eines Regelverstoßes in dem Beitrag "Premier Oil plc - Explorer & Producer" abgewiesen. Du kannst diesen Beitrag insgesamt zweimal melden. Der Moderator st kann nur eine der beiden Meldungen abweisen.
Der Moderator gab folgenden Grund an: Bitte nur melden, wenn Regelverstoß im Posting. Siehe Forumregeln.Threads, denen Werte unter 1 Euro zugeordnet sind, werden grundsätzlich in den Hot-Stocks-Bereich verschoben, wenn die Moderation davon Kenntnis erlangt. Dies geschieht in manchen Fällen ggf. auch nachträglich.
____________
*kopfschüttel*
01.03.16 11:59
#91
aussitzer21
Nicht mehr lange
dann ist Premier Oil kein Pennsytock mehr. Die meisten Hedgefonds gehen jetzt long und nicht nur der Ölpreis wird dann steigen ;-)
01.03.16 16:53
#92
Palaimon
Och, geht nicht mehr ;-)
Von Ihnen kommen bereits 7 der letzten 20 (oder weniger) positiven Bewertungen für aussitzer21.
02.03.16 19:07
#95
Henning1896
wird langsam wieder interessant,
vielleicht steige ich doch noch mal hier mit ner überschaubaren Posi ein.
Ich hoffe das sie noch a bisserl weiter zurück fällt. An die bereits Investierten, bitte nicht übel nehmen wenn ich mir wünsche das es noch down geht.
Wenn der Ölpreis wieder anzieht sind hier andere Kurse zu erwarten.
Ich hoffe das sie noch a bisserl weiter zurück fällt. An die bereits Investierten, bitte nicht übel nehmen wenn ich mir wünsche das es noch down geht.
Wenn der Ölpreis wieder anzieht sind hier andere Kurse zu erwarten.
06.03.16 22:50
#96
Palaimon
So viel zu Hot Stock!
>>>Premier is one of the UK's largest independent oil firmsand reported deepening pretax losses of $829.6m last year from $362.5m in 2014 as the oil price rout wiped billions in value from the sector and forced the London-based firm to write-off over $1bn.<<<
Es ist einfach nur lächerlich, wie hier ein seriöses Unternehmen mit hochspekulativen und riskanten Aktien von wahren Hot Stock-Buden in einen Topf geworfen wird! Infineon war auch lange Zeit ein Penny Stock, unter € 1, gehörte aber immer noch zum DAX und kam wieder auf die Beine.
# 90:
"Threads, denen Werte unter 1 Euro zugeordnet sind, werden grundsätzlich in den Hot-Stocks-Bereich verschoben, wenn die Moderation davon Kenntnis erlangt. Dies geschieht in manchen Fällen ggf. auch nachträglich."
Aua aua, ARIVA !!!
07.03.16 11:31
#97
aussitzer21
NEWS! M&A
14 hours ago
North Sea explorers in talks to merge operations
...as they look to slash costs amid some of the toughest market conditions the sector has ever faced. Premier...Kiran Stacey, Energy Correspondent
Leider kostenpflichtig! Aber Headline sagt alles.
North Sea explorers in talks to merge operations
...as they look to slash costs amid some of the toughest market conditions the sector has ever faced. Premier...Kiran Stacey, Energy Correspondent
Leider kostenpflichtig! Aber Headline sagt alles.
07.03.16 11:34
#99
Palaimon
Jetzt werden die Öl-Shorties auf dem falschen
Fuß erwischt!
PMO profitiert davon.
"We might see the real bottom being behind us," Ed Morse, head of global commodity research at Citigroup Inc., said in a interview Friday with Bloomberg TV. "Eventually we’ll see U.S. supply falling."
Speculators reduced their short positions in West Texas Intermediate crude by 15 percent in the week ended March 1, according to U.S. Commodity Futures Trading Commission data. Futures gained 7.9 percent in the report week and have jumped 40 percent since hitting a 12-year low on Feb. 11. The front-month contract traded at $36.63 a barrel at 12:06 p.m. Singapore time.
PMO profitiert davon.
"We might see the real bottom being behind us," Ed Morse, head of global commodity research at Citigroup Inc., said in a interview Friday with Bloomberg TV. "Eventually we’ll see U.S. supply falling."
Speculators reduced their short positions in West Texas Intermediate crude by 15 percent in the week ended March 1, according to U.S. Commodity Futures Trading Commission data. Futures gained 7.9 percent in the report week and have jumped 40 percent since hitting a 12-year low on Feb. 11. The front-month contract traded at $36.63 a barrel at 12:06 p.m. Singapore time.
07.03.16 11:35
#100
aussitzer21
Link von Bloomberg zum Thema
http://www.bloomberg.com/news/articles/2016-03-07/...h-sea-operations
kostenfrei
kostenfrei