Insight
Diversified Independents - Themes from Q2 2014 Results
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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:
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