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【HIBISCS 5199 交流专区】木槿花石油
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发表于 7-10-2019 01:22 AM
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HIBISCUS PETRO: (MYR0.95) To participate in offshore Gippsland Basin project
Maybank IB Retail Research
Hibiscus announced that its indirect wholly-owned subsidiary, Carnarvon Hibiscus P/L (CHPL), has exercised its option to acquire a 50% interest in the VIC/P74 permit from 3D Oil Ltd (3D Oil). Upon completion of CHPL’s acquisition of the interest, Hibiscus has 30 days to enter into a JV with 3D Oil for up to 50% non-operated interest in the permit.
In July 2019, 3D Oil, a company listed on the Australian Stock Exchange and a Hibiscus’s associate company, has been awarded the VIC/P74 exploration permit in the offshore Gippsland Basin, Australia by the National Offshore Petroleum Titles Administrator.
The latest development together with the encouraging FY6/19 results are positive for the group. Hibiscus' FY6/19 PATMI rose 28% YoY attributable to higher contribution from its North Sabah asset as well as higher overall production from the Anasuria Cluster in the UK.
Hibiscus is a step closer towards its “2021 mission”, i.e. to achieve: 1) 100 MMbbls in proven and probable reserves (2P); and 2) 20,000 barrels of oil per day of production.
Moving forward, there are a few developments that investors should continue to monitor. Both the North Sabah and the Anasuria Cluster are progressing through a production enhancement projects that could potentially enhance its net oil production rate to over 12,000 bbls per day by 2021. It plans to drill a total of nine wells in the 2019 calendar year — two wells in the UK and a further seven in Malaysia.
Overall, Hibiscus is expected to benefit from the improving O&G outlook, with the stock offers exposure to upstream activities. Note that MKE is Positive on the sector, expecting majority of domestic O&G activities, across the services value chain, to be on the rise.
Looking at the improving outlook, the street is forecasting a 12.3% 2-year EPS CAGR for FY6/19-21. At present, brokers are bullish on the stock with three Buys and a mean target price of MYR1.54. Valuation wise, the stock trading at 5.1x consensus FY6/20 EPS of 18.7sen, below its 3-year historical average P/E of 8.7x.
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发表于 19-10-2019 07:50 AM
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Type | Announcement | Subject | OTHERS | Description | Press Release - Hibiscus Petroleum Exercises Option to Participate in the VIC/P74 Exploration Permit in Australia | We attach herewith our press release dated 3 October 2019 entitled "Hibiscus Petroleum Exercises Option to Participate in the VIC/P74 Exploration Permit in Australia".
This announcement is dated 3 October 2019. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/6301097
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发表于 28-10-2019 04:52 AM
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Type | Announcement | Subject | OTHERS | Description | HIBISCUS PETROLEUM BERHAD ("Hibiscus Petroleum" or the "Company") Restoration of the Hibiscus Petroleum Group's Information Technology ("IT") System | Hibiscus Petroleum wishes to disclose that its IT system was subjected to an attack on 1 October 2019.
As an immediate response, the affected parts of the system were isolated and partially shut down.
The system is currently, gradually being restored. Production operations have not been impacted.
We regret any inconvenience caused.
This announcement is dated 7 October 2019.
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发表于 28-10-2019 05:04 AM
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Type | Announcement | Subject | OTHERS | Description | Press Release - Hibiscus Petroleum Group Executes Conditional Sale And Purchase Agreement To Acquire Crown Discovery In The North Sea | We attach herewith our press release dated 7 October 2019 entitled "Hibiscus Petroleum Group Executes Conditional Sale And Purchase Agreement To Acquire Crown Discovery In The North Sea".
This announcement is dated 7 October 2019. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/6304005
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发表于 21-11-2019 09:55 PM
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本帖最后由 icy97 于 22-11-2019 07:13 AM 编辑
5199 HIBISCS HIBISCUS PETROLEUM BHD | Quarterly rpt on consolidated results for the financial period ended 30/09/2019 | Quarter: | 1st Quarter | Financial Year End: | 30/06/2020 | Report Status: | Unaudited | Submitted By: |
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| Current Year Quarter | Preceding Year Corresponding Quarter | Current Year to Date | Preceding Year Corresponding Period |
| 30/09/2019 | 30/09/2018 | 30/09/2019 | 30/09/2018 |
| RM '000 | RM '000 | RM '000 | RM '000 | 1 | Revenue | 159,299 | 359,955 | 159,299 | 359,955 | 2 | Profit/Loss Before Tax | 38,644 | 165,210 | 38,644 | 165,210 | 3 | Profit/(loss) attributable to ordinary equity holders of the parent | 16,228 | 100,001 | 16,228 | 100,001 | 4 | Net Profit/Loss For The Period | 16,228 | 100,001 | 16,228 | 100,001 | 5 | Basic Earnings/Loss Per Shares (sen) | 1.02 | 6.30 | 1.02 | 6.30 | 6 | Dividend Per Share (sen) | 0.00 | 0.00 | 0.00 | 0.00 |
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| As At End of Current Quarter | As At Preceding Financial Year End | 7 | Net Assets Per Share (RM) |
| | 0.7900 | 0.7800 |
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发表于 3-2-2020 04:36 AM
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发表于 4-2-2020 07:05 AM
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发表于 9-3-2020 01:04 PM
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RM 0.41 !!!! 跌停板! -0.30 。。。买了一点点 |
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发表于 17-3-2020 12:48 PM
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RM0.26....... |
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发表于 22-3-2020 04:19 PM
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发表于 22-3-2020 04:29 PM
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本帖最后由 v4820 于 22-3-2020 04:32 PM 编辑
路透: OPEC+技术会议取消 在沙特和俄罗斯之间调解的努力失败--消息人士
伦敦/迪拜3月16日 - 消息人士周一称,原定周三在维也纳举行的石油输出国组织(OPEC)和非OPEC技术会议已被取消,因沙特和俄罗斯就减产协议谈崩之后,在他们之间调解的努力未能取得进展。
石油输出国组织及其以俄罗斯为首的盟国(OPEC+)达成的一项削减石油产量协议将于本月底到期。
这个被称为联合技术委员会的小组向OPEC+的石油部长们提供建议。
自3月6日的一次部长级会议未能达成进一步加大或延长削减措施的协议以来,油价崩跌逾40%,跌穿每桶30美元,至2016年1月来最低。
“被取消了,”一位消息人士说,但没有给出理由。目前还不清楚会议是否会重新安排,OPEC总部的一些工作人员正在家中工作,以预防感染冠状病毒。
3月6日,OPEC、俄罗斯和其他产油国之间为期三年的合作在激烈的争吵中结束。此前,俄罗斯政府拒绝支持进一步减产,以应对冠状病毒的爆发。作为回应,OPEC取消了对自身产量的所有限制。
其他OPEC成员国曾试图在沙特和俄罗斯之间进行调解,但迄今为止似乎没有结果,消息人士称,目前双方很难达成妥协。
一位OPEC消息人士表示:“现在沙特很难做出让步。”
沙特阿美总裁兼首席执行官纳瑟尔周一表示,该公司可能会在5月维持4月计划的高产量,暗示该公司准备在一段时间内容忍低油价。
另一名消息人士在被问及恢复减产谈判的调解努力时表示,这是一场“全面的战争”,指的是产油国之间的价格战。
克里姆林宫发言人Dmitry Peskov周一表示,克里姆林宫目前没有与沙特阿拉伯领导人进行任何接触的计划。
Peskov还表示,油价下跌并不令人意外。(完)
(编译 刘静;审校 李军)
https://mobile.reuters.com/article/amp/idCNKBS214061
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发表于 22-3-2020 04:33 PM
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发表于 22-3-2020 04:48 PM
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https://www.rferl.org/amp/russia-sechin-rosneft-oil-opec-saudi-arabia/30500656.html
Russia's Rosneft Chief Downplays Rift With Saudis, Seeks Quick Oil-Price Rebound
March 21, 2020 02:01 GMT
By Todd Prince
The powerful head of Russia's largest oil company has downplayed the disagreement with Saudi Arabia that led to a dramatic fall in oil prices, and he predicted a quick rebound sometime this year as U.S. shale production is knocked out.
Rosneft CEO Igor Sechin told state media in a televised interview on March 20 that the so-called OPEC+ group had lost its significance in balancing the global oil market as countries including the United States, Brazil, Norway, and Mexico raised production at its expense.
"Is there any point in cutting production in the future if other countries are going to increase it?" he asked.
At a meeting of OPEC+ members on March 6 in Vienna, Russia informed Saudi Arabia it would not agree to its request for another production cut to support oil prices amid a fall in global demand caused largely by the effects of the coronavirus pandemic.
Sechin, a close associate of President Vladimir Putin, was reportedly behind Russia's decision. Russia is a key member of OPEC+, which includes the 13-country OPEC cartel and several independent oil-producing states, but not the United States.
Riyadh, angered by Moscow's stance, announced the following day it would ramp up production by about 20 percent, causing the biggest one-day fall in oil prices in nearly three decades.
Riyadh's "shock-and-awe" move -- seen as an attempt to get Moscow back to the negotiating table -- has sent Russia's currency tumbling roughly 20 percent to a near record-low of 80 rubles to the U.S. dollar.
Oil is Russia's top export commodity and accounts for a large portion of its budget revenue. Brent crude prices closed March 20 at $29 a barrel, down by more than half over the past month.
Neither Moscow nor Riyadh has showed a willingness yet to give in to the other's demands.
Sechin, who has faced some criticism at home for the decision, said in the interview that Russia's production costs were nearly as low as Saudi Arabia's and that Rosneft could maintain its production for another 22 years at current levels, even if it stopped exploration.
He described Saudi Arabia's increase as market dumping.
However, he predicted oil prices would return to a range of between $50 and $60 a barrel by the end of the year as U.S. shale producers are squeezed by the low-price environment.
Some U.S. shale producers have high break-even costs of around $50 a barrel.
"Several companies in the shale sphere are already cutting back on their work and that, of course, will also bring the market into balance," Sechin said.
U.S. shale production has surged over the past decade and lifted the country's total oil output to 13 million barrels a day, surpassing Russia and Saudi Arabia for the top spot globally.
That has opened the door to U.S. oil exports to Europe and Asia, traditional Russian markets.
The 59-year-old executive said other factors were also impacting the oil market, including coronavirus and sanctions.
Sechin called the virus a "serious problem," but said China was making progress on stopping its spread and cautioned against "dramatizing" the situation.
He also claimed U.S. sanctions against Russia, which include financing and technology for the oil industry, had hurt American companies more than Russian companies.
U.S. banks have had to close their credit lines with Russia's oil industry, depriving them of billions of dollars in interest, he said. |
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发表于 26-3-2020 06:57 AM
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发表于 30-3-2020 08:15 PM
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Hibiscus likely to deliver three offtakes in 3Q20
ENERGY, TheStar
Wednesday, 11 Mar 2020
PETALING JAYA:HIBISCUS PETROLEUM BHDsays that it is on track to deliver three offtakes in the third quarter of its financial year ending June 30,2020 (FY20) across its assets in North Sabah and Anasuria, with two already being conducted in February.
Three further offtakes are expected in the fourth quarter of FY20, said Hibiscus in a business update to Bursa Malaysia.
It added that its total production is still on track to hit its target of 3.3 to 3.5 million barrels of oil for FY20. It will also be maintaining net positive operating cash flows by managing its operating expenditure. Meanwhile, initiatives on new ventures will continue.
Hibiscus said that in February this year, global oil demand contracted by two million barrels per day on a year-on-year basis, mostly from China. While there is some downside risk to the forecast, the expectation is for a recovery in the second-half of calendar year 2020.
Hibiscus closed the day 2.5 sen higher to 43.5 sen on a volume of 111.97 million shares.
At times of low oil prices, produced volumes are important and in this regard, Hibiscus confirmed that a total of three crude oil offtakes were planned for the quarter ending March 31,2020 across both the North Sabah and Anasuria assets.
“Two crude oil offtakes were conducted before the sharp drop in crude oil prices, with the third planned for March 2020. Looking ahead to the quarter ending June 30 (fourth quarter of FY20), we target a further three offtakes, bringing the total for FY20 to 11.”
For the months of January and February 2020, the production from the North Sabah and Anasuria assets had exceeded the levels recorded in the second quarter of FY20.
“Total production remains on track to achieve our FY20 target of delivering between 3.3 million and 3.5 million barrels of oil per day.
“There may be revisions to this target, as there could be an advantage to execute maintenance activities which require a shutdown during this period of low prices.”
Hibiscus added that only projects showing viability and a reasonable payback period would be pursued, while projects that promised only mid to long-term returns would not be pursued as aggressively as originally anticipated.
Despite the weaker sentiment, Hibiscus remains focused on new ventures. This lower oil price environment could potentially be advantageous in acquiring assets at a reasonable price to boost the company’s oil production. |
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发表于 7-4-2020 03:48 PM
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Rm0.545......
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发表于 7-4-2020 06:20 PM
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我只能看过瘾而已
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发表于 15-4-2020 07:49 AM
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发表于 27-4-2020 04:59 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2019 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2019 | 31 Dec 2018 | 31 Dec 2019 | 31 Dec 2018 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 271,846 | 165,158 | 431,145 | 525,113 | 2 | Profit/(loss) before tax | 91,251 | 51,926 | 129,895 | 217,136 | 3 | Profit/(loss) for the period | 51,248 | 50,105 | 67,476 | 150,106 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 51,248 | 50,105 | 67,476 | 150,106 | 5 | Basic earnings/(loss) per share (Subunit) | 3.23 | 3.15 | 4.25 | 9.45 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.8100 | 0.7800
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发表于 27-4-2020 05:09 AM
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