Insight

Focused North American players - Themes from Q2 2014 Results

This report is currently unavailable

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

- Available as part of a subscription
- FAQ's about online orders

20 August 2014

Focused North American players - Themes from Q2 2014 Results

Report summary

The focused North American players continued to deliver on their production potential in Q2 2014. But profit-taking after a good run-up in share prices since March, investor fatigue, sector malaise and earnings disappointments led to a fall in Market Value for the peer group over the results reporting period. Achieving production targets, but also meeting or beating earnings estimates, will be key to maintaining the sector's market premium in H2.

Table of contents

  • Continued operational outperformance in Q2; but financial results disappoint
  • Production
  • Earnings
  • Capital expenditure
  • Debt / leverage
  • 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

    Focused North American players - Themes from Q2 2014 Results

    PDF 306.23 KB

Other reports you may be interested in

Browse reports by Industry Sector