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Fugro vrijdag 8 maart, F-day or V-day

139 Posts
Pagina: «« 1 2 3 4 5 6 7 »» | Laatste | Omlaag ↓
  1. [verwijderd] 8 maart 2013 08:50
    Uit de news release van Fugro vanmorgen: zie vooral de laatste regels!
    Outlook
    The continued business and operations in the year 2013 started off without significant issues, despite the continued uncertainties in global markets. On 31 January 2013, the divestment of the majority of the Geoscience division and on 16 February 2013 the establishment of the Seabed Geosolutions JV were successfully completed. A strategic initiative commenced early in the year to review the strategy of Fugro and to review the existing business portfolio, new niches and growth opportunities going forward. This is being done with support of an outside consulting firm.
    Despite the divestment of exploration related activities, a significant part of the revenue is still generated from the oil and gas industry. With an estimated level of investment in 2013 of over USD 600 billion, an increase of some 6% from the 2012 figures, the oil and gas industry is planning for a continued high level of investment. Recent reports point to declining production outputs and decreasing reserves of some of the major international oil companies will drive continued investment in oil and gas projects. A stable oil price of around USD 110 per barrel (Brent) is above the threshold that drives new projects in the exploration and development in more frontier areas, including deeper water. With a well balanced portfolio of services including services to support deep water development and arctic activities, Fugro should continue to benefit from the investment the industry is projecting in the coming years.
    Fugro’s activities in the infrastructure and construction, water management and renewable energy markets are, amongst others, dependent on the world wide economy and how government deficits will impact public and private investment. Europe’s efforts to continue to invest in offshore wind farms, an important market for Fugro, will continue with many European Union member states adopting policies to seriously change the energy mix over the next 20-30 years to reduce dependence on fossil fuels. Asia and the United States seem to be following this trend. Fugro’s international footprint, the efforts to focus on the larger, more complex projects, bundling of services and maintaining leadership in data acquisition and consulting have created a robust competitive position in these markets for Fugro.
    The International Energy Agency indicates that in the next decennia the world crude oil demand will continue to increase to approximately 90 million barrels per day (mb/d) in 2020 from approximately 85 million mb/d today. The supply of crude oil is impacted by the increasing depletion rates of existing oil fields. By 2020, expectation is that current production capacity will have declined by an estimated 25% due to depletion. In total 30% of new capacity will need to be added by 2020, a gigantic task. Meeting the growing demand for energy in the world will mostly come from an increased supply of natural gas. Together, those developments will require the industry to focus on maximising production from existing oil and gas fields and the exploration and development of new fields.
    The establishment of the Seabed Geosolutions JV, with services specifically aimed at development and production enhancement of existing oil and gas fields, provides unique solutions to support clients with these challenges.
    The investments the oil and gas industry is making in subsea infrastructure, offshore production facilities and pipelines, will lead to a growing demand for subsea services, such as inspection, repair and maintenance (IRM). Fugro’s survey and subsea business lines provide a global foot print that offers vessels, equipment like ROVs and AUVs and highly experienced staff to all regions in which our clients operate. Although expected investments in subsea in 2012 are lagging on the expectations earlier in the year, for most projects this merely indicates delays. Supply side and regulatory requirements such as in Australia and Brazil have caused significant upward pressure on costs. There is a natural slowing down of developments to cope with increasing cost.
    Developing new oil and gas production requires investments in large oil and gas infrastructure projects, like on- and offshore pipelines, terminals, jetties and storage and processing facilities. These projects require services like bathymetric and terrestrial survey, near-, on- and offshore geotechnical soil investigation, geohazard analyses and foundation design as well as techniques for planning the optimum pipeline routes, across land or on the sea bottom. The geographic spread of the Survey and Geotechnical divisions supports the client at the front end of the development, up to involvement in the detailed design and working with the engineering and construction contractors locally. This provides the client with the ability to contract all earth related services to one company, a competitive advantage for Fugro.
    With the divestment of the majority of the Geoscience division, Fugro’s dependence on the mineral exploration market is much reduced. Mineral prices in general are expected to hold thanks to Far East demand and it is expected that this will continue to drive mine development. Fugro’s techniques are used in the support of mining activities and will benefit Fugro land survey and geotechnical businesses which are key suppliers of these services to the world’s mining companies.
    Fugro is expecting a strengthening of activity in most market sectors in which it operates. This is supported by current tender activity and an improving backlog. Fugro has been able to significantly enhance its financial position as a result of the divestment of the majority of the Geoscience division on 31 January 2013. The proceeds of the divestment and the continued long term financing provides financially required resources for future investment opportunities to expand and broaden activities both organically and through acquisitions.
    As in previous years, we will first publish a quantitative outlook for 2013 in August, at the time of the publication
    of the 2013 half-yearly report.
  2. johjoh 8 maart 2013 08:53
    quote:

    mvdwl schreef op 8 maart 2013 08:32:

    Hoe zit het met de order portefeuille? Die 1.5miljard, is dat goed vergeleken met andere jaren?
    was 1,7 miljard begin 2012 (met Geoscience)
  3. johjoh 8 maart 2013 09:03
    quote:

    Peter€€€ schreef op 8 maart 2013 09:01:

    Geen koers?
    Idd de computer kan het niet bijhouden
  4. [verwijderd] 8 maart 2013 09:05
    quote:

    johjoh schreef op 8 maart 2013 08:53:

    [...]
    was 1,7 miljard begin 2012 (met Geoscience)
    Nee, dit is niet goed. Oo vreemd dat ze pas in 2e helft van dit jaar met een update komen. ze hebben volgens mij tijd genoeg gehad om op de hei een strategie te bedenken. Ik heb zo mijn zorgen.
  5. [verwijderd] 8 maart 2013 09:08
    quote:

    jan999 schreef op 8 maart 2013 09:05:

    [...]

    Nee, dit is niet goed. Oo vreemd dat ze pas in 2e helft van dit jaar met een update komen. ze hebben volgens mij tijd genoeg gehad om op de hei een strategie te bedenken. Ik heb zo mijn zorgen.
    Dit gaat niet goed?
  6. beterwisdanonwis 8 maart 2013 09:08
    quote:

    jan999 schreef op 8 maart 2013 09:05:

    [...]

    Nee, dit is niet goed. Oo vreemd dat ze pas in 2e helft van dit jaar met een update komen. ze hebben volgens mij tijd genoeg gehad om op de hei een strategie te bedenken. Ik heb zo mijn zorgen.
    Dat eerste doen ze altijd (vind ik wel merkwaardig, maardatterzijde), het tweede ben ik met je eens, ik houd ook nog mijn twijfels rondom de te volgen strategie.
  7. johjoh 8 maart 2013 09:10
    quote:

    jan999 schreef op 8 maart 2013 09:05:

    [...]

    Nee, dit is niet goed. Oo vreemd dat ze pas in 2e helft van dit jaar met een update komen. ze hebben volgens mij tijd genoeg gehad om op de hei een strategie te bedenken. Ik heb zo mijn zorgen.
    Ze komen elk jaar in augustus met een update, ze waren nu ook bezig met de joint venture en de verkoop van Geoscience
  8. johjoh 8 maart 2013 09:11
    quote:

    Overname komt niet meer schreef op 8 maart 2013 09:08:

    Gisteren ingestapt en zojuist alles eruit geknald. Bedankt maar weer :-)
    ben je niet wat vroeg, koers knalt nog wat heen en weer
  9. [verwijderd] 8 maart 2013 09:13
    Fugro heeft altijd aangegeven dat ze pas in H2 2013 met een strategie update zouden komen. Waarom vergeten analisten dit altijd weer en verwachten ze dan nu toch een update....
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