Company report
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20 Pages

Lundin Petroleum corporate report


Lundin Petroleum corporate report

Report summary

Lundin was transformed by the start-up of Edvard Grieg in November 2015, and the start-up of Johan Sverdrup in 2020 will take the company to another level. Delivering growth assets through the down-cycle stretched the company financially, but the outlook is positive with net debt on a downwards trajectory. Low oil prices, asset underperformance and project execution remain material risks however, and there is little visibility on growth post-Johan Sverdrup. Investors will be looking for commercial success in the Barents Sea to deliver a step-change in valuation and to replenish the development pipeline longer-term.

What's included?

This report includes 2 file(s)

  • Lundin Petroleum corporate report PDF - 491.80 KB 20 Pages, 7 Tables, 14 Figures
  • Lundin Petroleum Corporate Report.xls XLS - 3.28 MB

Description

The upstream oil and gas industry conducts activities against a backdrop of growing energy and environmental challenges. Political instabilities, international conflicts and government and environmental regulation have all impacted the production process.

This has forced companies to re-examine their corporate strategy, moving away from high-risk exploratory drilling to lower-risk exploration in mature basins as they search for increased returns.

This Upstream Oil and Gas Company report offers thought-provoking insight into corporate financial health, investment strategy and operational outlook supported by our proprietary asset data and energy research experts.

Widely used by both the energy and financial sectors, our report gives you a unique perspective on key strategic and financial challenges, as well as opportunities facing this oil and gas company.

Wood Mackenzie provides an independent evaluation and expert opinion on the operational performance, strategy and future of the world's top oil and gas companies. Our unique, objective analysis helps you understand, validate, compare and challenge market and corporate views so you can assess strategic opportunities.

  • Wood Mackenzie company research
    • Lundin Petroleum
    • Lundin Petroleum corporate report peer group
  • Recent events
    • Date of last update: September 2017
  • Executive summary
    • SWOT analysis
    • Strategic success factors
      • Maintaining performance at Edvard Grieg
      • Delivering Johan Sverdrup
      • Organic growth through the commercialisation of discovered volumes
      • E&A success in the Barents Sea to move the needle longer-term
      • Cash flow post-2020: how to spend it?
  • Valuation
  • Financial health
    • Net debt outlook / liquidity position
    • Options to free up capital
  • Resources, reserves and production
    • Production
    • Reserves and resources
  • Portfolio summary
    • Key assets
  • Economic assumptions
    • Full price and modelling methodology descriptions are available in the 'Methodology and Assumptions' section of the Wood Mackenzie portal. The key prices and global assumptions used in the making of this report are summarised below.

In this report there are 21 tables or charts, including:

  • Wood Mackenzie company research
  • Recent events
  • Executive summary
    • Executive summary: Table 1
    • Executive summary: Image 1
    • Executive summary: Image 2
    • Executive summary: Image 3
    • Benchmarking: International Mid-Cap exploration success (2006 to 2015)
  • Valuation
    • Valuation: Image 1
    • Valuation: Image 2
  • Financial health
    • Net debt outlook
    • Cash flow breakeven evolution
  • Resources, reserves and production
    • Lundin: reported and WM forecast production
    • Benchmark: production CAGRs
    • Benchmarking: reserves and resources detail
    • Benchmarking: reserves and resources life
  • Portfolio summary
    • Portfolio summary: Table 1
    • Portfolio summary: Table 2
  • Economic assumptions
    • Base price assumptions (norminal terms)
    • Base, high and low Brent (nominal terms)
    • High price assumptions
    • Low price assumptions
    • Value assumptions
    • Foreign exchange rate assumptions
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