Hola Fernando, ¡cuánto tiempo sin hablar de energía!
Ya que has entrado en harina y van a ser varios artículos, sería interesante tratar el tema de la capacidad de refino. La disminución de la oferta de petróleo apunta a que puede dejar de ser un cuello de botella, y aunque sigan sin construirse nuevas plantas en Occidente, en los países emergentes han iniciado nuevos proyectos.
Un abrazo
Acaban de anunciar los niveles de uso de sus barcos y la previsión de beneficios, y a primera hora de la mañana pierden un 15%. No levanta cabeza.
SeaBird vessel utilization Q3
October 9, 2007. British Virgin Islands/Dubai: SeaBird Exploration Limited (BVI) ('SeaBird") announced today the vessel utilization for the third quarter of 2007. For this purpose vessel utilization is defined as the percentage of the full quarter where the vessel is in paid work either in the form of acquisition, mobilization, demobilization, steaming, standby or other.
For the five vessels in operation for the full quarter, the average vessel utilization was around 62%. The Northern Explorer and the Kondor Explorer were satisfactory with utilization well above 95%. Kondor Explorer has been extended 4 months with CGG Veritas and now runs until February 2008. Hawk Explorer was slightly below 95% caused by technical downtime on seismic equipment. Osprey Explorer ended a contract in the end of July and has been to yard for two months to be upgraded from a source vessel to a long offset 2D vessel. Consequently, the vessel utilization for Osprey was 27%. Osprey is now ready from the yard and will mobilize out of the Gulf of Mexico for an expected contract. Geo Mariner has been at the shipyard and has been idle for the whole quarter. She commenced the first of a series of expected short and medium term contracts on 6 October.
Aquila Explorer was delivered from the yard in late June and has performed very well since she went on-hire with PGS the 22 August 2007 and had a vessel utilization of 42% for the full quarter. The Munin Explorer has also performed well from delivery in early August. She was upgraded to long offset 2D in the end of August, bringing the vessel utilization to 47% for the quarter. She will mobilize to India for the previously announced ONGC contract upon release from the current long offset contract in the North Sea. The Harrier Explorer was delivered 10 September. She experienced some technical downtime in the initial weeks and has a utilization of 10% for the full quarter.
As a consequence of the slow start of the Geo Mariner, delays in completion of the Osprey Explorer, significant inflation of crew salaries and the weakening of the USD, we now expect EBITDA for the year to be in the range of USD 40 million, while revenues is expected to be in the range of USD 100-110 million.
Curioso que lo comentes hoy que sube más de un 10% tras anunciar un nuevo contrato (http://www.sbexp.com/press-releases.aspx).
Resulta complicado seguir el valor, es poco seguido y con la política agresiva de crecimiento que tiene es difícil obtener estimaciones fiables para el año en curso.
Las fuentes típicas en Internet dan datos no siempre coincidentes entre si:
http://finance.google.com/finance?q=OSL%3ASBX
http://stocks.us.reuters.com/stocks/overview.asp?ct=0&symbol=SBX.OL&x=9&y=9
http://uk.finance.yahoo.com/q/ae?s=SBX.OL
Si vas a seguir el valor, para tener información operativa aparte de los comunicados de prensa a veces publican algo en esta página:
http://www.rigzone.com/news/company.asp?comp_id=2638
Saludos
