本集团完成收购50％的参与权益
2018年3月31日的2011年北沙巴EOR PSC。自完成日期起
截至2018年6月30日，该分部为收入和收入贡献了1.819亿令吉
原油销售毛利为9,690万令吉。从这一部分
在我们的业务中，我们以两种货物的价格出售了623,544桶原油
平均实现价格为每桶73.26美元（“bbl”）。第一批货是
2018年4月出售，2018年6月出售第二个。平均运营成本
该分部的（“OPEX”）为每桶8.15美元
Anasuria cluster Q4 无生产油,2018财年共生产791823桶原油.
公司总共生产数量为2576893桶原油.
Hibiscus Q4 profit 98m,eps=6.2sen,2018年6月止的财政年共赚2.037亿，营业额为3.94亿，赚副高达51.65% 。
next year 2019 4 Q rolling=24.8sen,pe=10 ,stock price=RM2.48
隆股最便宜的上游油气生产股。
连续两个季度净利润增加,己符合官前辈的黄金选股原则.
公司现金达RM1.35亿 ,库存价值达5791万 ,NTA为RM0.63
http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=89262&name=EA_GA_ATTACHMENTS
a)Q4乍看下公司接下來净利大副提升確定， 将吸引新的長线投资者进入。 不用怀疑，走势向北也b)在基本面与趋势面转强大后，2018年，2019年仍然是时势股，强力買入与守住是良策。c)大红花北沙巴油田的贮藏油50%权益约7000万桶，77美元计， 用净利7.7美元/桶，市值马币22亿，保守每股价值rm 1.40 ，加上英国北海油气价值马币16.5亿(每股价值RM1)，估计每股价值达RM2.40，尚不包括澳洲油田項目的估计。d)注：根据2015年时的估算, 沙巴北部的2P石油储备资源还蕴藏大约6,200万桶石油, 2C应急石油储备资源也蕴藏著大约7,900万桶石油. Hibiscus 5199 沙巴北部的合约，这无疑会是一个转变，https://klse.i3investor.com/m/blog/general/172112.jsp因为PSC项目将为公司带来长期生产权，直到2040年。 公司可开采年达：anasuria 20年， NS 22年。内在价值好。个人分享，買卖自负。Hibiscus Petroleum Berhad - Towards An Exciting Year
Author: PublicInvest | Publish date:Hibiscus Petroleum’s (Hibiscus) reported headline profit of RM203.7m (+92% YoY) largely driven by a negative goodwill amounting to RM206.3m. Excluding this coupled with other exceptional items, FY18 core net profit jumped by 192.8% YoY to RM65.2m on the back of a 50.9% increase in revenue. The results were below our and consensus expectations making up only 48.3% and 91.6% respectively. The variation on our part was due to our expectation of two lifting in June 2018 from Anasuria field. For the first three quarters in FY18, performance was solely contributed by its Anasuria asset while the 4QFY18 was mainly aided by the North Sabah field upon completion of its acquisition on 31st March. There were no offtakes during the quarter from Anasuria as it was postponed to 2nd July 2018 due to operational efficiencies and safety concerns. FY19 will undoubtedly be a more exciting year as there will be full contribution from the North Sabah asset and higher levels of production from both assets at a combined value of about 9,500bbls/day, coupled with the steady-state in crude oil prices at USD60-70/bbl. Our Outperform rating on the stock is reaffirmed with a higher DCF derived TP of RM1.73 (RM1.08 previously), largely on account of higher crude oil prices assumed (USD60/bbl vs USD50/bbl) and changes in production and reserves assumptions.
- North Sabah kicked-in... Upon completion of the 50% stake acquisition in March this year, this asset has contributed RM181.9m to revenue and RM96.9m to the Group’s gross profit from the sale of crude oil. The Group sold 623,544 bbls in 2 cargoes at an average price of USD73.26/bbl. Average production rate has increased slightly by 4% while the uptime is consistent at above 90% level. OPEX for the quarter reduced 37% to USD8.15/bbl, it is expected to increase however, in line with higher maintenance activities.
- …while Anasuria was on hold, albeit temporarily. There were no offtakes during the quarter as it was deferred to 2nd July 2018 due to operational efficiencies and safety concerns. However, we have been told that the Group has successfully completed two crude oil offtakes within these two months, equivalent to 524,432 bbls from this field. This will only be reflected in 1QFY19 numbers. For full-year FY18, there were 3 offtakes, equivalent to 791,822 bbls of crude which was sold at an average price of USD60.11/bbl. Average uptime was 76% due to a planned shutdown in Sept to Oct last year and a temporary malfunction of the Cook-P1 subsea production choke as well as the gas compression facility.
#HIBISCS
Hibiscus - Oil producer
https://klse.i3investor.com/m/blog/teoct_blog/166815.jsp
Hibiscus - oil producer II
https://klse.i3investor.com/m/blog/teoct_blog/172224.jsp
HIBISCUS PETROLEUM BHD，北沙巴生产运营的整合和优化，在Guillemot A，Teal和Teal South油田钻探的机会，地下评估工作正在进行中，平均正常运行时间和平均日产油率继续提高
https://klse.i3investor.com/m/blog/general/172112.jsp
Hibiscus Petroleum Berhad - Towards An Exciting Year
https://klse.i3investor.com/m/blog/PublicInvest/171937.jsp
公司到底做什么系列
https://klse.i3investor.com/m/blog/invesider.blogspot.my/162230.jsp
何为 上游·中游·下游？
https://klse.i3investor.com/m/blog/invesider.blogspot.my/133786.jsp
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