Diversified Independents - Themes from Q2 2014 Results

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26 August 2014

Diversified Independents - Themes from Q2 2014 Results

Report summary

Market values fell following the Q2 results, as most diversified Independents disappointed operationally and financially. Above ground risk hit performance in established international operations; particularly Egypt, Libya and Colombia. Companies which fared better operationally tended to be those with a high level of exposure to North American unconventionals.

Table of contents

  • North American portfolios outperform; international growth beset by above ground risk, delays and declines
  • Production
  • Earnings
  • Capital expenditure
  • Debt / leverage
  • Exploration
  • Market performance

Tables and charts

This report includes 10 images and tables including:

  • Reported production and year-on-year change
  • WM production growth outlook (CAGR)
  • Adjusted Net Income and year-on-year change
  • Earnings adjustment to GAAP
  • Reported capex and year-on-year change
  • WM indexed capex outlook
  • Gearing and year-on-year change
  • WM financial stretch analysis
  • Market reaction during reporting season
  • Indexed 3-year share price performance

What's included

This report contains:

  • Document

    Diversified Independents - Themes from Q2 2014 Results

    PDF 324.30 KB