AWE Limited, Company Intelligence Report

Transcription

1 Brochure More information from AWE Limited, Company Intelligence Report Description: AWE Limited, Company Intelligence Report Summary AWE Limited (AWE) is an independent energy company with its headquarters located in North Sydney, Australia. The company is engaged in the exploration, development and production of crude oil, natural gas and natural gas liquids. AWE s activities are concentrated in regions of proven prospectivity and high probability of commercial success. AWE has six productive assets, which are located in Australia, the US and New Zealand, and also has many exploration, appraisal and development assets in Australia and abroad. AWE s Australian assets are located in the Perth Basin, the Carnarvon Basin, the Bass Basin and the Otway Basin, while US assets are located in Sugarloaf Area of Mutual Interest (AMI), Texas. In Indonesia, AWE has interest in the Natuna Sea, Sumatra and the Java Basin, while its activities in New Zealand are concentrated in the Taranaki Basin. AWE s operations are limited to Block 09/05 in the Bohai Bay Basin in China, and the Shabwa Basin and the Masilah Basin in Yemen. In the Fiscal Year ending June (FY) 2014, 44.3% and 26.2% of AWE s total oil and gas reserves were located in Australia and the US respectively; while 25.5% of the reserves were located in Indonesia, and the remaining 4% were located in New Zealand. Scope - Key Highlights: This section provides detailed analysis on the company s overall oil and gas value chain, new projects, growth opportunities, new ventures, assets performance, Capex funding, geographical results of oil and gas operations. - Goals and Strategies: This section provides the upcoming goals and strategies of the company. The section mainly goals and strategies followed by the company in order to meet its upcoming goals. - SWOT: The report s SWOT section provides the internal strength, weakness, opportunities and threats of company to reflect its strategic positions in the market. - Production and Development Overview: This section highlights the company s crude oil and natural gas production forecast from its legacy and upcoming assets by region and commodity mix for next five years. The report also covers the detailed information and analysis on the company s producing and development assets. - Exploration: This section includes detailed explanation and analysis on the company s exploration assets resulted due to new discoveries, new drilling and other activities. - M&A trends: This section mainly provides information and analysis on the company s recent assets transactions, joint ventures, acquisition, and divestment activities during the last one year. This section highlights the company s status as a buyer or seller during the analyzed period. - Financial Forecast and Valuation: This section highlights the detailed financial statement forecast for next five years. With the financial statement forecast, this section also provides intrinsic value of the company by using Net Asset Valuation method. - Peer Group Analysis: This section compares the company s performance with its peer group on the basis of share prices, financial ratios, operational and financial parameters and other related parameters. - Financial and Operational Metrics: This section covers the company s historical performance on several financial and operational parameters such as Production and Reserves, Reserves Replacement, Costs Incurred, Acreage, Wells, F&D Costs, Oil and Gas Revenue and Expenses etc. Reasons to buy The report will enhance the decision-making capability in a more rapid and time sensitive manner. It will allow you to - - Provide detailed analysis to those who are interested in knowing the companies existing and future business strategies. - Provide in-depth analysis on the companies E&P profiles along with the exploration and M&A updates. - Provide valuable insights to those who are tracking oil and gas markets and wants to know the intrinsic value of the companies. - Use the analysis for strategy and planning, M&A identifications, and competitor analysis.

2 Contents: 1.1 List of Tables 1.2 List of Figures 2 AWE Limited, Company Overview 3 AWE Limited, Key Highlights 3.1 Strong Asset Base and Exploration Activities to Bolster Long-Term Production Targets 3.2 Stronger Cash Flow to Support Future Capital Expenditure and Growth Plans 4 AWE Limited, SWOT Analysis 4.1 Strengths Diversified Asset Base Supported by Midstream Assets Growing Reserves will Enable AWE to Improve its Reserve Life Index 4.2 Weaknesses Lower Asset Turnover than Peers Declining Return on Working Capital 4.3 Opportunities Strengthening Position in Domestic and Global Markets Through Acquisitions, Exploration and Development 4.4 Threats Volatile Oil Prices to Impact AWE Future Growth Plans Risks Associated with Foreign Exchange Rate Risks 5 AWE Limited, Exploration, Development and Production Overview 5.1 Production Profile 5.2 Exploration and Development Overview 5.3 Assets Portfolio Australia US New Zealand Indonesia China Yemen 6 AWE Limited, Capital Expenditure 7 AWE Limited, Peer Comparison 7.1 Share Price Performance

3 7.2 Operational and Financial Performance 7.3 Key Financial and Operational Ratio 8 AWE Limited, Valuation and Financial Data, AWE Limited, Share Price Performance, Share Price Performance, Key Valuation Metrics, AWE Limited, Production and Reserves Trends 9.1 Total Oil and Gas, Reserves and Production Total Crude Oil and Natural Gas Production and Reserves Trend, Total Crude Oil & Natural Gas Production and Reserves By Country/Region, Total Crude Oil and Natural Gas Reserve Changes, Crude Oil/Liquids Production and Reserve Crude Oil/Liquids Production and Reserve Trend, Crude Oil Production and Reserves By Country/Region, Crude Oil/Liquids Reserve Changes, Natural Gas Production and Reserve Natural Gas Production and Reserve Trend, Natural Gas Production and Reserves, By Country/Region, Natural Gas Reserve Changes, Total Crude Oil and Natural Gas Reserves Life Index Total Crude Oil and Natural Gas Reserves Life Index, Total Crude Oil and Natural Gas Reserves Life Index, By Country/Region, AWE Limited, E&P Costs Trends 10.1 Allocation of the Upstream Capital Expenditure Upstream Capital Expenditure, Acquisition Costs By Country/Region, Exploration and Development Costs, By Country/Region, Oil and Gas Cost Per boe, US$/boe Oil and Gas Cost Per boe, US$/boe, Oil and Gas Cost Per boe, US$/boe, By Country/Region, AWE Limited, Reserve Replacement Ratio 11.1 Oil and Gas Production Replacement Ratio

4 Oil and Gas Production Replacement Ratio, Oil and Gas Production Replacement Ratio, By Country/Region, AWE Limited, Results of Oil & Gas Operations Trend 12.1 Oil and Gas Revenue and Expenses Oil and Gas Revenue and Expenses, Oil and Gas Revenue and Expenses, By Country/Region, Oil and Gas Revenue and Expenses, Per boe Oil and Gas Revenue and Expenses, By boe, Oil and Gas Revenue and Expenses Per boe, By Country/Region, Oil and Gas Performance Metrics 13 Appendix 13.1 Abbreviations 13.2 Sources 13.3 Research Methodology Coverage Secondary Research Primary Research 13.4 Disclaimer 1.1 List of Tables Table 1:AWE Limited, Productive Assets, FY2015 Table 2: AWE Limited, Oil and Gas Production Forecast, FY Table 3: AWE Limited, Oil and Gas Production and Exploration Permits, Australia, FY2014 Table 4: AWE Limited, Fields and Production Licenses, Perth Basin, FY2015 Table 5: AWE Limited, Production Permits, US, FY2014 Table 6: AWE Limited, Oil and Gas Production and Exploration, Taranaki Basin, FY2014 Table 7: AWE Limited, Oil and Gas Exploration Permits, Indonesia, FY2014 Table 8: AWE Limited, Oil and Gas Exploration Permits, Yemen, FY2014 Table 9: AWE Limited, Investment Expenditure and Guidance (AUD mil),fy Table 10: AWE Limited and Peers, Operational and Financial Performance, FY2014 Table 11: AWE Limited and Peers, Financial Ratios, FY2014 Table 12:AWE Limited, Share Price Performance,

5 Table 13:AWE Limited, Key Valuation Metrics, Table 14:AWE Limited, Total Crude Oil and Natural Gas, Production and Reserves, mmboe, Table 15:AWE Limited, Total Crude Oil & Natural Gas Production and Reserves, By Country/Region, mmboe, Table 16:AWE Limited, Total Crude Oil and Natural Gas Reserve Changes, mmboe, Table 17:AWE Limited, Crude Oil Production and Reserves Metrics, mmbbl, Table 18:AWE Limited, Crude Oil Production and Reserves, By Country/Region, mmbbl, Table 19:AWE Limited, Crude Oil Reserve Changes, mmbbl, Table 20:AWE Limited, Natural Gas Production and Reserves Metrics, bcf, Table 21:AWE Limited, Natural Gas Production and Reserves, By Country/Region, bcf, Table 22:AWE Limited, Natural Gas Reserve Changes, bcf, Table 23:AWE Limited, Oil and Gas Reserves Life Index, Years, Table 24:AWE Limited, Oil and Gas Reserves Life Index, By Country/Region, Years, Table 25:AWE Limited, Upstream Capital Expenditure, US$ mil, Table 26:AWE Limited, Proved and Unproved Acquisition Costs, By Country/Region, US$ mil, Table 27:AWE Limited, Exploration and Development Costs, By Country/Region, US$ mil, Table 28:AWE Limited, Reserves Replacement, Finding and Development Costs, Finding Cost and Proved Acquisition Costs Per boe, US$/boe, Table 29:AWE Limited, Reserves Replacement, Finding and Development Costs, Finding Cost and Proved Acquisition Costs Per boe, US$/boe, By Country/Region, Table 30:AWE Limited, Oil and Gas Production Replacement Ratio, %, Table 31:AWE Limited, 3-Year Wt.Avg. Oil and Gas Production Replacement Ratio, By Country/Region, %, Table 32:AWE Limited, Revenue and Expenses, US$ mil, Table 33:AWE Limited, Revenue and Expenses, By Country/Region, US$ mil, Table 34:AWE Limited, Oil and Gas Revenue and Expenses, US$/boe, Table 35:AWE Limited, Oil and Gas Revenue and Expenses, US$/boe, By Country/Region, Table 36:AWE Limited, Oil and Gas Performance Metrics, List of Figures Figure 1: AWE Limited, Asset Overview, FY2015 Figure 2: AWE Limited, Financial and Operational Overview, FY Figure 3:AWE Limited, Share Performance, May 2014-April 2015 Figure 4: AWE Limited, Project-Based Growth Strategy, FY2015 Figure 5:AWE Limited, Bass Basin, Operational Map, FY2014

6 Figure 6: AWE Limited, Perth Basin, Operational Map, FY2014 Figure 7: AWE Limited, Sugarloaf Area of Mutual Interest, Operational Map, FY2014 Figure 8:AWE Limited, Growth in Reserves and Resources, FY2015 Figure 9: AWE Limited, Cash Flow from Operations and Capital Expenditure, FY Figure 10:AWE Limited, Asset Turnover Ratio and Fixed Asset Turnover Ratio, FY2014 Figure 11: AWE Limited, Working Capital Turnover and Return on Average Working Capital, FY Figure 12: AWE Limited, Asset Overview, FY2015 Figure 13: AWE Limited, Production Mix (%), FY Figure 14:AWE Limited, Annual Production Breakup by Geography (%), FY2014 Figure 15: AWE Limited, Perth Basin, Operational Map, FY2014 Figure 16:AWE Limited, Carnarvon Basin, Operational Map, FY2014 Figure 17: AWE Limited, Bass Basin, Operational Map, FY2014 Figure 18:AWE Limited, Otway Basin, Operational Map, FY2014 Figure 19: AWE Limited, Sugarloaf AMI, Operational Map, FY2014 Figure 20: AWE Limited, Taranaki Basin, Operational Map, FY2014 Figure 21: AWE Limited, PEP 55768, Operational Map, FY2014 Figure 22: AWE Limited, Natuna Sea, Operational Map, FY2014 Figure 23: AWE Limited, Java Basin, Operational Map, FY2014 Figure 24: AWE Limited, Bohai Bay Basin, Operational Map, FY2014 Figure 25: AWE Limited, Investment Expenditure Breakup, FY2014 Figure 26: AWE Limited, Investment Expenditure and Guidance, FY Figure 27: AWE Limited and Peers, Relative Share Price Performance (%), May 2014 to April 2015 Figure 28: AWE Limited and Peers, Financial Parameters, FY2014 Figure 29: AWE Limited and Peers, Reserve Life Index (Years), FY2014 Figure 30: AWE Limited and Peers, Oil and Gas Proved Reserves and Production (mmboe), FY2014 Figure 31: AWE Limited, Valuation Ratios, FY2014 Figure 32:AWE Limited, Share Price Performance, AUD/Share, Figure 33:AWE Limited, Key Valuation Metrics, EV/Production ($/boed), EV/Proved Reserve (US$/boe), Figure 34: AWE Limited, Total Crude Oil and Natural Gas, Production and Reserves, mmboe, Figure 35: AWE Limited, Total Oil & Gas Reserves, End of Period, By Country/Region, mmboe, Figure 36: AWE Limited, Total Crude Oil and Natural Gas Reserve Changes, mmboe, 2014

7 Figure 37: AWE Limited, Crude Oil Production and Reserves Metrics, mmbbl, Figure 38: AWE Limited, Oil Reserves, End of Period, By Country/Region, mmbbl, Figure 39: AWE Limited, Crude Oil Reserve Changes, mmbbl, 2014 Figure 40: AWE Limited, Natural Gas Production and Reserves Metrics, bcf, Figure 41: AWE Limited, Gas Reserves, End of Period, By Country/Region, bcf, Figure 42: AWE Limited, Natural Gas Reserve Changes, bcf, 2014 Figure 43: AWE Limited, Oil and Gas Reserves Life Index, Years, Figure 44: AWE Limited, Oil & Gas Reserve Life Index, By Country/Region, Years, Figure 45: AWE Limited, Upstream Capital Expenditure, US$ mil, Figure 46: AWE Limited, 3-Year Wt.Avg., Reserves Replacement, Finding and Development Costs, Finding Cost and Proved Acquisition Costs Per boe, US$/boe, Figure 47: AWE Limited, 3-Year Wt.Avg., Oil and Gas Production Replacement Ratio, %, Figure 48: AWE Limited, 3-Year Wt. Avg. Oil & Gas F&D Production Replacement, By Country/Region, %, Figure 49: AWE Limited, 3-Year Wt. Avg. Oil & Gas RRC Production Replacement, By Country/Region, %, Figure 50: AWE Limited, Revenue and Expenses, US$ mil, Figure 51: AWE Limited, Depreciation, Depletion and Amortization From Upstream Oil & Gas Operations, By Country/Region, US$ mil, Figure 52: AWE Limited, Oil & Gas Revenue, By Country/Region, US$ mil, Figure 53: AWE Limited, Production Costs, By Country/Region, US$ mil, Figure 54: AWE Limited, Oil and Gas Revenue and Expenses, US$/boe, Figure 55: AWE Limited, Lifting Cost per boe, By Country/Region, US$/boe, Figure 56: AWE Limited, Oil & Gas Revenue per boe, By Country/Region, US$/boe, Figure 57: AWE Limited, Total DD&A per boe, By Country/Region, US$/boe, Figure 58: AWE Limited, Total Revenue per boe, By Country/Region, US$/boe, Figure 59: AWE Limited, Oil and Gas Performance Metrics, Ordering: Order Online - Order by Fax - using the form below Order by Post - print the order form below and send to Research and Markets, Guinness Centre, Taylors Lane, Dublin 8,

8 Ireland.

9 Page 1 of 2 Fax Order Form To place an order via fax simply print this form, fill in the information below and fax the completed form to (from USA) or (from Rest of World). If you have any questions please visit Order Information Please verify that the product information is correct and select the format(s) you require. Product Name: Web Address: Office Code: AWE Limited, Company Intelligence Report SC Product Formats Please select the product formats and quantity you require: Electronic (PDF) - Single User: Electronic (PDF) - Site License: Electronic (PDF) - Enterprisewide: Quantity USD 1000 USD 2000 USD 3000 Contact Information Please enter all the information below in BLOCK CAPITALS Title: Mr Mrs Dr Miss Ms Prof First Name: Last Name: Address: * Job Title: Organisation: Address: City: Postal / Zip Code: Country: Phone Number: Fax Number: * Please refrain from using free accounts when ordering (e.g. Yahoo, Hotmail, AOL)

10 Page 2 of 2 Payment Information Please indicate the payment method you would like to use by selecting the appropriate box. Pay by credit card: You will receive an with a link to a secure webpage to enter your credit card details. Pay by check: Please post the check, accompanied by this form, to: Research and Markets, Guinness Center, Taylors Lane, Dublin 8, Ireland. Pay by wire transfer: Please transfer funds to: Account number Sort code Swift code IBAN number Bank Address ULSBIE2D IE78ULSB Ulster Bank, Main Street, Blackrock, Co. Dublin, Ireland. If you have a Marketing Code please enter it below: Marketing Code: Please note that by ordering from Research and Markets you are agreeing to our Terms and Conditions at Please fax this form to: (646) or (646) From USA or From Rest of World