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 [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]

截至2019年9月30日,这集团的非流动资产为20.71亿令吉,而2019年6月30日为19.160亿令吉。流动资产从2019年6月30日的4.771亿令吉增至2019年9月30日的4.821亿令吉。北沙巴的与业务相关的应收款增加了约6,410万令吉,这主要是由于合资伙伴偿还的款项增加了,截至2019年9月30日,这些款项仍未偿还。这季股本增加了2,410万令吉,主要来自Anasuria和North Sabah资产的净收益。

北沙巴:
在本季度,北沙巴部门的EBITDA为4,650万令吉,而截至2019年6月30日的3个月期间则为7,680万令吉(“前一季度”)。

Anasuria Hibiscus:
该部门在本季度分别实现了3,510万令吉和1,790万令吉的EBITDA和PBT,而上一季度的EBITDA为5,750万令吉和3,940万令吉的PBT。在本季度确认了450万令吉的净税项开支,比上一季度的3900万令吉的净税项减少了3450万令吉。本季度的所得税开支为280万令吉,而上一季度为2620万令吉。

3D Oil, VIC/L31 & VIC/P57:
在本季度,该部门录得150万令吉的LAT,而上一季度则为60万令吉。

投资控股和团体活动:
该部门在本季度录得了较低的310万令吉的LAT,较上一季度的710万令吉减少。薪金相关费用,专业费用和行政管理费用较低。

前景:
作为Anasuria集群的联合运营商和North Sabah油田的运营商,这集团一直致力于优化资产绩效,但同样重要的是要注意到其绩效每天受到外部宏观经济因素的影响,而他们不能控制这些因素。

这集团看到油价处于各种价格水平,有时甚至低于当前,但仍能在这些波动中保持盈利。这主要是因为他们在Anasuria和North Sabah资产的平均单位生产成本均低于相关时期的平均实现油价。因此,认真管理成本以保持较低的运营支出以及成功执行增产项目是实现较低的单位生产成本和实现持续健康EBITDA的关键。

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。
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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%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

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3) 【公司业绩分享会】:
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有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

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这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
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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.

North Sabah:
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”).

Anasuria Hibiscus:
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.

Prospects:
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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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng
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