Cobas AM: Nueva Gestora de Francisco García Paramés

Vaalco ya ha subido el 10-Q aunque no hayan publicado el press release:

Podrían parecer unos resultados decepcionantes, pero la clave está en los detalles. En Q2 solo hubo dos liftings, con lo que las ventas son menores de lo que realmente se produjo y en este quarter se incluyen “perdidas contables” por los barriles que quedan por vender que habían cubierto. Son casi 5,7M$ extra, con lo que el eps real debería ser 0,20$/share en lugar de 0,10$.

Está explicado debajo con el detalle de lo que todavía queda por vender. Además habían cubierto 314k barriles más a 67,7$.

Calculo que a finales de Q3 ya hayan finalizado las coberturas y una vez financiado el plan de drilling y el FSO se expongan más al spot. A finales del Q4 debería entrar producción nueva. 

Veremos que cuentan mañana. 

Edito:
Ya esta el PR:
https://d1io3yog0oux5.cloudfront.net/_5818b2afae53bd9ebb36c40b8296b6fb/vaalco/news/2021-08-11_VAALCO_Energy_Inc_Announces_Second_Quarter_2021_310.pdf

Highlights and Recent Key Items:
Reported strong Q2 2021 net income of $5.9 million ($0.10 per diluted share) and Adjusted Net Income(1) of $8.4 million ($0.14 per diluted share);
Generated continued strong Adjusted EBITDAX(1) of $21.9 million in Q2 2021 and has now generated $40.0 million in the first half of 2021, more than VAALCO generated in full years 2019 or 2020;
Sold 642,000 barrels of oil in Q2 2021, an increase of 4% over the first quarter of 2021 and above the high end of 2Q 2021 guidance;
Produced 8,018 net revenue interest (“NRI”)(2) barrels of crude oil per day
(“BOPD”), or 9,216 working interest (“WI”)(3) BOPD in Q2 2021, above the midpoint of guidance and an increase of 55% from the first quarter of 2021;
Second quarter 2021 results reflect the positive impact for a full quarter of
the acquisition of the Sasol interest at Etame that closed in February 2021; Executed a contract for a jack-up rig to drill at least two development wells and two appraisal wellbores for the 2021/2022 drilling campaign, with options to drill additional wells;
Completed feasibility study of standalone Venus development in Equatorial Guinea on Block P and is now proceeding to a field development concept; Issued VAALCO’s 2020 Environmental, Social and Governance (“ESG”) report which is now available on the Company’s web site; and
Maintained a strong balance sheet with no debt and a cash balance of $22.9 million, including $2.0 million in net joint venture owner advances as of June 30, 2021