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7 Pages

Diversified Independents - Themes from Q2 2014 Results

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.

What's included?

This report includes 1 file(s)

  • Diversified Independents - Themes from Q2 2014 Results PDF - 324.30 KB 7 Pages, 0 Tables, 10 Figures


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

In this report there are 10 tables or charts, including:

  • North American portfolios outperform; international growth beset by above ground risk, delays and declines
  • Production
    • Reported production and year-on-year change
    • WM production growth outlook (CAGR)
  • Earnings
    • Adjusted Net Income and year-on-year change
    • Earnings adjustment to GAAP
  • Capital expenditure
    • Reported capex and year-on-year change
    • WM indexed capex outlook
  • Debt / leverage
    • Gearing and year-on-year change
    • WM financial stretch analysis
  • Exploration
  • Market performance
    • Market reaction during reporting season
    • Indexed 3-year share price performance
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