[HIBISCUS PETROLEUM BHD：他们来自Anasuria和北沙巴的资产团队的目标是执行增产项目，到2021年，潜在地将其石油净产量提高到每天超过12,000桶]
3D Oil, VIC/L31 & VIC/P57：
他们来自Anasuria和北沙巴的资产团队的目标是执行增产项目，到2021年，潜在地将其石油净产量提高到每天超过12,000桶。他们在截至2020年6月30日的当前财政年度的目标是从他们的两个生产资产中交付约330万 - 350万桶石油。
他们认为，鉴于激进的资本投资计划可以遏制产量的自然下降，并通过在2019年在集团内钻探总共9口固定井来提高产量，他们有能力实现其目标。在Anasuria, Cook WI项目已经完成，他们已经开始向Cook reservoir注水。他们期望随着库克油田储层压力的增加，该油田的产量将逐渐增加。 GUA-P1 ST钻一口侧井的项目也已完成，本季度开始生产。
在北沙巴，圣约瑟夫填充钻探项目的目标是在2019年8月钻探三个填充井。这三个填充井的稳定日流量合计超过3200桶。这超出了每天约2600桶的综合钻探预期。对于“ South Furious 30填充钻井”项目，他们已成功完成并将三个正在钻探的填充井中的两个井上线。在将生产节流阀提高到最大产能之前，将对这两个井进行密切监控。 South Furious 30的第三口井目前正在钻探。此外，他们有望在2019年完成一口注水井的工作，这是South Furious 30注水一期项目的一部分。该集团已明确表示其使命，直到2021年，他们将继续朝着实现成功交付的关键里程碑迈进。
James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.16 (dividend RM0.025) in 1 year 3 months 24 days, total return is 205.6%
b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.00 in 3 months 11 days, total return is 119.8%
c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.23 in 10 months 16 days, total return is 113.9%
d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.44 (dividend RM0.04) in 1 year 5 months 5 days, total return is 86.2%
e) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.75 (adjusted)(dividend RM0.01) in 6 months 4 days, total return is 65.3%
f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.37 (dividends RM0.083) in 1 Year 1 month 29 days, total return is 54.3%
g) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.33 in 5 months 6 days, total return is 47.8%
h) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.15 in 11 months 20 days, total return is 43.8%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.69 (dividend RM0.07) in 1 Year 18 days, total return is 38.6%
j) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 11 months 13 days, total return is 37.6%
k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.10 (dividend RM0.22) in 1 Year 1 month 22 days, total return is 22.8%
l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 6 months 4 days, total return is 21.2%
m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.78 (dividend RM0.05) in 8 months 12 days, total return is 18.1%
n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.31 (adjusted)(dividends RM0.111) in 1 Year 4 months 7 days, total return is 11.6%
o) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.215 in 2 months 12 days, total return is 7.5%
p) KAREX (KAREX BHD), recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.465 (dividend RM0.01) in 1 month 16 days, total return is 6.7%
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[HIBISCUS PETROLEUM BHD: Their asset teams from both Anasuria and North Sabah are targeting to execute production enhancement projects that could potentially enhance their net oil production rate to over 12,000 bbls per day by 2021]
The Group’s non-current assets as at 30 September 2019 amounted to RM2,071.0 million compared to RM1,916.0 million as at 30 June 2019. Current assets increased from RM477.1 million as at 30 June 2019 to RM482.1 million as at 30 September 2019. Operational-related receivables in North Sabah increased by approximately RM64.1 million mainly caused by higher amounts to be reimbursed by the joint venture partners, which were outstanding as at 30 September 2019. The increase in total equity during the Current Quarter by RM24.1 million was mainly attributable to net earnings generated from both the Anasuria and North Sabah assets.
In the Current Quarter, the North Sabah segment recorded an EBITDA of RM46.5 million as compared to RM76.8 million in the three-month period ended 30 June 2019 (“Preceding Quarter”).
The segment achieved an EBITDA and a PBT of RM35.1 million and RM17.9 million respectively in the Current Quarter as compared to that achieved in the Preceding Quarter, i.e. EBITDA of RM57.5 million and PBT of RM39.4 million. A net tax expense of RM4.5 million was recognised in the Current Quarter, a decrease of RM34.5 million as compared to a net tax expense of RM39.0 million in the Preceding Quarter. Income tax expenses in the Current Quarter amounted to RM2.8 million compared to RM26.2 million in the Preceding Quarter.
3D Oil, VIC/L31 & VIC/P57:
During the Current Quarter, the segment recorded a LAT of RM1.5 million as compared to a LAT of RM0.6 million in the Preceding Quarter.
Investment holding and group activities:
This segment recorded a decrease in LAT of RM3.1 million in the Current Quarter, from a LAT of RM7.1 million in the Preceding Quarter. Lower costs were incurred for payroll-related expenses, professional fees and administrative expenses.
As joint operator of the Anasuria Cluster and the operator of the North Sabah oilfields, the Group continuously focuses on optimising asset performance, but it is equally important to note that their performance is impacted daily by external macroeconomic factors over which they exert minimal control.
The Group has seen oil prices at various price levels, on some occasions lower and other times, higher than at the current time, but the Group has managed to remain profitable throughout these fluctuations. This is primarily because their average unit production costs for both the Anasuria and North Sabah assets have been below the average realised oil price at the relevant times. The careful management of costs to maintain low operational expenditure and the successful execution of production enhancement projects are, therefore, key towards achieving low unit production costs and the delivery of a continued healthy EBITDA.
Their asset teams from both Anasuria and North Sabah are targeting to execute production enhancement projects that could potentially enhance their net oil production rate to over 12,000 bbls per day by 2021. Their target for the current financial year ending 30 June 2020 is to deliver approximately 3.3 to 3.5 million bbls of oil from their two producing assets.
They believe that they are positioned to achieve their offtake target given the aggressive capital investment programme to arrest the natural decline in production and enhance production through a total of nine firm wells being drilled across the Group in 2019. In Anasuria, the Cook WI project has been completed and they have commenced injection of water into the Cook reservoir. They expect to see a gradual increase in production from this field as reservoir pressure of the Cook field increases. The GUA-P1 ST project to drill one side-track well has also been completed and production commenced in the Current Quarter.
In North Sabah, the St Joseph Infill Drilling project with the objective of drilling three infill wells completed in August 2019. The three infill wells reported a combined stabilised flowrate of over 3,200 bbls per day. This exceeded the combined pre-drill expectations of approximately 2,600 bbls per day. For the South Furious 30 Infill Drilling project, they have successfully completed and brought online two out of the three infill wells being drilled. The two wells are being monitored closely prior to increasing the production choke to maximum production capacity. Drilling and completion of the third South Furious 30 well is currently in progress. In addition, they are on track to complete one water injection well as part of the South Furious 30 Waterflood Phase 1 project in 2019. The Group has articulated its mission until 2021 and they will continue towards achieving critical milestones that are key towards the successful delivery of their goals.
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