Focused North American players - Themes from Q2 2014 Results

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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 contains

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    Focused North American players - Themes from Q2 2014 Results

    PDF 306.23 KB

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

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