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Focused North American players - Themes from Q2 2014 Results


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.

What's included?

This report includes 1 file(s)

  • Focused North American players - Themes from Q2 2014 Results PDF - 306.23 KB 5 Pages, 0 Tables, 10 Figures

Description

This Upstream Oil and Gas Insight report highlights the key issues surrounding this topic, and draws out the key implications for those involved.

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

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

  • Continued operational outperformance in Q2; but financial results disappoint
  • 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
  • Market performance
    • Market reaction during reporting season
    • Indexed 3-year share price performance
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