HME - utbyttemaskin
Hemisphere energy (TSXV HME) er et lite oljeselskap med utbytter, 2,5 cent hvert kvartal + special dividend hvis de har gjort det bra. I november 2023 gav de 0,03 cent ekstra.De har produksjon i Kanada, det er tungolje men dette, og decline, har de løst med polymer pulver tilsatt i vanninjeksjon. Dette gjør at de nesten ikke har decline og dermed godt plussresultat. De har også tilbakekjøp av aksjer som slettes. Produksjon er på litt over 3000 bod med netback litt over $50. De har 0 gjeld og overskudd hver mnd. 2P reserver ligger på 16,3 Mmboe. Eller $416 mill, Det gir dette regnestykket:
416 mill/105,5 mill aksjer = $3,94 per aksje i oppside. Kursen ligger nå på $1,73.
HME har kjøpt 10 nye sections (6400 acres) og tenker å kjøpe mer, dette holder de konfidensielt av konkurranse årsaker. Området er tilsvarende det som produserer.
Presentasjon:
https://www.hemisphereenergy.ca/sites/default/files/2024-04/HME%20Corp%20Presentation%20April%202%202024%20_%20website.pdf
Polymer flooding is successfully used in hundreds of oil pools
by companies around the world
940
metres
Typical Reservoir Response
› Increase in oil production
› Decrease in decline rate
› Increase in overall oil
recovery
› Decrease in water
production handling costs
› Proven method of enhanced oil recovery (EOR)
› Comparable to waterflood, but polymer is added to injection water to increase its viscosity
(similar to olive oil) and reduce its ability to easily ‘streak’ through the reservoir and break
through to producers
› ‘Wall’ is built between polymer-water and oil to re-energize the reservoir and push more oil
towards producing wells
Dette er et veldrevet selskap med god ledelse. Det beste av alt, veldig akjsjonærvennlig. Passer godt i aksjesparekonto portefølje.
Intervju:
https://www.youtube.com/watch?v=PRPNppMt2Tc
Lykke til! Lite selskap med potensiale, de skal øke produksjonen i år. Normalt sett kun 2-3 nye brønner for å holde decline unna. Men flere brønner er forventet fremover. Foreløpig er de listet på TSX venture men skal søke opptak på hovedlisten TSX. De er også inne på TSXV topp 50 beste selskaper listen. IMO/DYOR
416 mill/105,5 mill aksjer = $3,94 per aksje i oppside. Kursen ligger nå på $1,73.
HME har kjøpt 10 nye sections (6400 acres) og tenker å kjøpe mer, dette holder de konfidensielt av konkurranse årsaker. Området er tilsvarende det som produserer.
Presentasjon:
https://www.hemisphereenergy.ca/sites/default/files/2024-04/HME%20Corp%20Presentation%20April%202%202024%20_%20website.pdf
Polymer flooding is successfully used in hundreds of oil pools
by companies around the world
940
metres
Typical Reservoir Response
› Increase in oil production
› Decrease in decline rate
› Increase in overall oil
recovery
› Decrease in water
production handling costs
› Proven method of enhanced oil recovery (EOR)
› Comparable to waterflood, but polymer is added to injection water to increase its viscosity
(similar to olive oil) and reduce its ability to easily ‘streak’ through the reservoir and break
through to producers
› ‘Wall’ is built between polymer-water and oil to re-energize the reservoir and push more oil
towards producing wells
Dette er et veldrevet selskap med god ledelse. Det beste av alt, veldig akjsjonærvennlig. Passer godt i aksjesparekonto portefølje.
Intervju:
https://www.youtube.com/watch?v=PRPNppMt2Tc
Lykke til! Lite selskap med potensiale, de skal øke produksjonen i år. Normalt sett kun 2-3 nye brønner for å holde decline unna. Men flere brønner er forventet fremover. Foreløpig er de listet på TSX venture men skal søke opptak på hovedlisten TSX. De er også inne på TSXV topp 50 beste selskaper listen. IMO/DYOR
Redigert 18.04.2024 kl 22:52
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Silver20555
18.04.2024 kl 19:29
400
Hme Q4 og 2023 årsrapport:
2023 Highlights
Increased fourth quarter production by 16% to a record of 3,386 boe/d (99% heavy oil), and annual production by 11% to 3,125 boe/d (99% heavy oil), as compared to 2022.
Achieved annual revenue of $84.5 million, with adjusted funds flow from operations ("AFF")(1) of $39.4 million.
Invested $16.9 million to drill eight successful Atlee Buffalo wells, one unsuccessful exploration well, upgrade facilities, purchase land and seismic, and pre-purchase materials for the 2024 development program.
Generated $22.5 million of free funds flow ("FFF")(1).
Distributed $10.1 million in quarterly dividends to shareholders.
Distributed $3.0 million in special dividends to shareholders.
Purchased and cancelled 3.2 million shares at an average price of $1.28 per share under the Company’s normal course issuer bid ("NCIB"), returning $4.1 million to shareholders.
Exited the year with a positive working capital(1) position of $3.6 million compared to a net debt(1) position of $0.8 million at December 31, 2022.
Increased Proved Developed Producing (PDP) NPV10 BT reserve value by 9% to $248 million and maintained reserve volumes at 8.2 MMboe (99.6% heavy oil).
Increased Proved (1P) NPV10 BT reserve value by 5% to $325 million and maintained reserve volumes at 12.1 MMboe (99.4% heavy oil).
Increased Proved plus Probable (2P) NPV10 BT reserve value by 5% to $416 million and maintained reserve volumes at 16.3 MMboe (99.4% heavy oil)
https://www.hemisphereenergy.ca/news/thu-04182024-1200-hemisphere-energy-announces-2023-fourth-quarter-and-year-end-financial-and
2023 Highlights
Increased fourth quarter production by 16% to a record of 3,386 boe/d (99% heavy oil), and annual production by 11% to 3,125 boe/d (99% heavy oil), as compared to 2022.
Achieved annual revenue of $84.5 million, with adjusted funds flow from operations ("AFF")(1) of $39.4 million.
Invested $16.9 million to drill eight successful Atlee Buffalo wells, one unsuccessful exploration well, upgrade facilities, purchase land and seismic, and pre-purchase materials for the 2024 development program.
Generated $22.5 million of free funds flow ("FFF")(1).
Distributed $10.1 million in quarterly dividends to shareholders.
Distributed $3.0 million in special dividends to shareholders.
Purchased and cancelled 3.2 million shares at an average price of $1.28 per share under the Company’s normal course issuer bid ("NCIB"), returning $4.1 million to shareholders.
Exited the year with a positive working capital(1) position of $3.6 million compared to a net debt(1) position of $0.8 million at December 31, 2022.
Increased Proved Developed Producing (PDP) NPV10 BT reserve value by 9% to $248 million and maintained reserve volumes at 8.2 MMboe (99.6% heavy oil).
Increased Proved (1P) NPV10 BT reserve value by 5% to $325 million and maintained reserve volumes at 12.1 MMboe (99.4% heavy oil).
Increased Proved plus Probable (2P) NPV10 BT reserve value by 5% to $416 million and maintained reserve volumes at 16.3 MMboe (99.4% heavy oil)
https://www.hemisphereenergy.ca/news/thu-04182024-1200-hemisphere-energy-announces-2023-fourth-quarter-and-year-end-financial-and
Silver20555
14.05.2024 kl 21:18
307
Silver20555
28.06.2024 kl 17:34
201
Grundig analyse:
https://mcusercontent.com/865ccb371827440037e7f7e73/files/645a864e-5740-0c69-3ff9-83df6b233f32/Hemisphere_Energy_Profile_6_24_2024.pdf
Utbytte i dag, neste i juli. Veldrevet selskap som er ekstremt aksjonærvennlig. Kursen har gått bra opp i dag
https://mcusercontent.com/865ccb371827440037e7f7e73/files/645a864e-5740-0c69-3ff9-83df6b233f32/Hemisphere_Energy_Profile_6_24_2024.pdf
Utbytte i dag, neste i juli. Veldrevet selskap som er ekstremt aksjonærvennlig. Kursen har gått bra opp i dag