We have materially reduced our Brent crude oil price outlook in 2016e, 2017e and future years, which has resulted in a substantial decrease in our cash flow and NAV estimates for most of our companies under research coverage. Companies that are most impacted by the commodity price revision include EnQuest, Pacific Exploration & Production, Premier Oil, and TransGlobe Energy. Companies that are exposed to natural gas prices and/or fixed commodity prices are least impacted, such as Valeura Energy ....
08 Feb 2016
Revised Commodity Price Impact
Faroe Petroleum (FPM:LON), 0 | Ithaca Energy (IAE:TSE), 0 | Parex Resources Inc. (PXT:TSE), 0 | Tullow Oil plc (TLW:LON), 35.1 | EnQuest PLC (ENQ:LON), 15.8 | Harbour Energy Plc (HBR:LON), 284 | Amerisur Resources (AMER:LON), 0 | Ecopetrol SA (ECOPETROL:BOG), 0 | GeoPark Ltd (0MDP:LON), 0 | Gran Tierra Energy Inc. (GTE:LON), 548 | WESTERNZAGROS RESOURCES (WZR:TSE), 0 | GREENFIELDS PETROLEUM (GNF:TSE), 0 | Touchstone Exploration Inc (TXP:LON), 43.0 | Columbus Energy Resources (CERP:LON), 0 | Big Banc Split Corp. Class A (BNK:TSE), 0 | Capita plc (CPI:LON), 13.1 | Pensana Plc (PRE:LON), 25.2 | Valeura Energy Inc. (83PN:FRA), 0
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Revised Commodity Price Impact
Faroe Petroleum (FPM:LON), 0 | Ithaca Energy (IAE:TSE), 0 | Parex Resources Inc. (PXT:TSE), 0 | Tullow Oil plc (TLW:LON), 35.1 | EnQuest PLC (ENQ:LON), 15.8 | Harbour Energy Plc (HBR:LON), 284 | Amerisur Resources (AMER:LON), 0 | Ecopetrol SA (ECOPETROL:BOG), 0 | GeoPark Ltd (0MDP:LON), 0 | Gran Tierra Energy Inc. (GTE:LON), 548 | WESTERNZAGROS RESOURCES (WZR:TSE), 0 | GREENFIELDS PETROLEUM (GNF:TSE), 0 | Touchstone Exploration Inc (TXP:LON), 43.0 | Columbus Energy Resources (CERP:LON), 0 | Big Banc Split Corp. Class A (BNK:TSE), 0 | Capita plc (CPI:LON), 13.1 | Pensana Plc (PRE:LON), 25.2 | Valeura Energy Inc. (83PN:FRA), 0
- Published:
08 Feb 2016 -
Author:
Darren B. Engels -
Pages:
11
We have materially reduced our Brent crude oil price outlook in 2016e, 2017e and future years, which has resulted in a substantial decrease in our cash flow and NAV estimates for most of our companies under research coverage. Companies that are most impacted by the commodity price revision include EnQuest, Pacific Exploration & Production, Premier Oil, and TransGlobe Energy. Companies that are exposed to natural gas prices and/or fixed commodity prices are least impacted, such as Valeura Energy ....