波河谷发布2025年3月季度活动报告

来源:www.gulfoilandgas.com 2025年4月30日,地点:欧洲

澳大利亚波河谷能源有限公司(“波河谷”或“公司”)欣然提供截至 2025 年 3 月 31 日的季度活动报告,涵盖公司在意大利北部陆上和海上资产的天然气勘探、开发和生产成果。

重点介绍
Selva Malvezzi 生产特许权 — PVE(运营商)63% 权益
Podere Maiar-1(PM-1)生产结果 2025 年 3 月季度
平均日产量(scm)(总量)77,292
季度产量('000 scm)(净产量)4,236
加权平均价格(每 scm)€ 0.50
收入('000)(净产量]€2,103
现场运营成本('000)1(净产量]€196
季度生产现金流('000)2 [净产量]

€2,001 •本季度 PM-1 的天然气产量稳定,继续达到预测的生产水平
•由于市场条件强劲,天然气价格强劲,本季度平均加权天然气销售价格为 0.50 欧元/scm
•季度产量为6,724k scm 天然气(按 100% 计算),PVE 份额为 63% 4,236k scm 本季度收入为 333 万欧元(按 100% 计算),PVE 份额为 63% 210 万欧元

更广泛的 Selva 开发计划 - 多井钻井计划和 3D 地球物理勘探

• 2024年,公司已向相关部门提交了在Selva Malvezzi生产特许权区钻探四口新井的申请及环境影响研究报告。公司正在等待这些申请的结果,并预计需要与能源部相关部门进一步沟通,这是此类流程的标准做法。
• 本季度,Selva Malvezzi生产特许权区的三维地球物理勘探采集准备工作正在推进。本季度末,已获得区域性INTESA批准开工,并获得了MASE对地球物理勘探活动的最终授权。
• 根据土地所有者和相关农民协会的指导,包括地震数据采集和勘探活动在内的现场活动计划于2025年9月底至10月初进行,以配合夏末的收获。

财务业绩
• 本季度营运现金流为170.5万欧元(净额计入PVE)
• 本季度勘探开发支出为12.4万欧元(净额计入PVE)
• 截至2025年3月31日的现金为656.7万欧元(约合1132.7万澳元)。

董事长Kevin Bailey AM在评论本季度业绩时表示:“我们对本季度持续取得的进展感到满意,这标志着我们又一个季度的产量强劲增长,实现价格稳健。我们正在稳步推进目标勘探开发计划,并预计这些努力将在今年内取得积极成果。”公司仍然保持着强劲的财务状况,拥有可用的现金储备来支持我们新井和 3D 地球物理勘探工作计划的进展。”

运营概况

Selva Malvezzi
Selva 是一个陆上天然气田,位于波河平原东部,属于艾米利亚-罗马涅大区的博洛尼亚省。Selva Malvezzi 生产特许权于 2022 年 7 月授予,面积为 80.68 平方公里。它包括 Podere Maiar 气田(在产)和从原 Podere Gallina 勘探许可证中划分出来的天然气勘探区 Selva Malvezzi(东塞尔瓦)、Casale Guida(塞尔瓦北)、Ronchi(塞尔瓦南)和 Bagnarola(里卡迪纳)。

Po Valley Operations(本公司全资子公司,“PVO”)是联合运营协议(“JOA”)下的运营商,持有 Selva Malvezzi 生产特许权 63% 的权益,Prospex Energy Plc(“Prospex 集团”)持有 37% 的权益(其中 Prospex Energy 持有 17%,UOG Italia 持有 20%)。

1. PM-1 天然气生产和油井管理
本季度产量保持稳定,平均每天约 77,000 标立方米,不包括 2 月份进行钢丝作业的日子以及为更换工厂维护所需的氧化铝而安排的短暂停产。2 月份的例行钢丝作业再次证实了井压变化符合预期。在此期间,未检测到沙子或水,表面沙子检测设备也没有异常读数。在此次停产作业期间,有三天半的时间用于压力积聚,油井于 2 月 11 日重新开井,产量恢复到每天约 80,000 标立方米。预计目前的生产率将在可预见的未来持续下去。本季度

总收入为 3,338,692 欧元(100%),其中 PVE 份额为 63% 2,103,376 欧元。PM-1 气体继续供应给 BP 天然气营销部门。


2. Casale Guida 1d、Ronchi 1d、Bagnarola 1d 和 Selva Malvezzi 1d 井
Selva Malvezzi 生产特许权是公司的重点关注领域,下一阶段的开发工作将在 Casale Guida 1d(塞尔瓦北部)、Ronchi 1d(塞尔瓦南部)、Selva Malvezzi(塞尔瓦东部)和 Bagnarola 1d(里卡迪纳)勘探区进行。

四个新钻井项目的钻井方案已于 2024 年 9 月提交给意大利环境与能源安全部 (MASE) 的 UNMIG 部门,以获得钻井授权。涵盖这四个井的钻井、开发和生产阶段的环境影响研究已于 2024 年 12 月提交。这些提交的文件目前正在接受该部的正当审批程序,公司目前正在等待结果。

在此期间,整个生产特许权的 3D 地球物理活动的规划和审批工作继续取得进展。 2025 年 1 月底,该项目获得了艾米利亚-罗马涅大区议会 (INTESA) 的区域批准,并于 2025 年 4 月 1 日收到修订版。2025 年 4 月,该项目获得了环境与能源安全部 (MASE) 的最终授权。本季度结束后,于 4 月 15 日与所有土地所有者协会进行了谈判。基于这些讨论,包括地震采集在内的现场活动计划于 9 月底至 10 月初根据土地所有者协会的指导开始,以便农民完成夏末收获。


本季度用于上述 Selva 远景区工作计划进展的支出为 124,000 欧元(PVE 净额)。

Teodorico
继 2024 年行政法院 (TAR) 对环境保护组织针对环境与能源安全部提出的案件作出裁决后,公司于 3 月会见了环境与能源安全部 (MASE),以澄清对 Teodorico 环境影响评估 (EIA) 的立场。MASE 环境指导建议提交修订后的 EIA,包括对两个新的环境保护区的潜在影响的评估。公司已开始前期工作,概述编制修订后的 EIA 的工作范围和相关成本,并打算尽快完成并提交。

其他资产
此外,该公司正在审查其其他勘探资产(Cadelbosco di Sopra、Grattasasso 和 Torre del Moro)的最佳发展路径,包括引入有兴趣参与其开发的第三方投资者/合作伙伴的可能性。

Cadelbosco di Sopra 和 Grattasasso 是浅层天然气资源机会,与公司已证实的勘探和开发能力完美契合,而 Torre del Moro 是一个巨大的深层天然气勘探区。

在 2025 年 2 月与 MASE 举行会议后,以及在 2024 年环境法令废除了先前的“PITESAI”合适碳氢化合物开采区计划后,已经明确石油勘探活动可以恢复。因此,Cadelbosco 和 Grattasasso 石油应急资源以及 Torre del Moro 石油预期资源可以重新表述为波河谷的资源量和储量,正如 2019 年 4 月 CGG CPR 中最初报告的那样。

财务表现

现金流
本季度净运营现金流为 1,705,000 欧元。净运营现金流包括天然气销售收入 2,197,000 欧元和生产运营成本 196,000 欧元。由于与 BP 天然气营销公司 (BP Gas Marketing) 的正常交易条款,天然气销售收入滞后一个月。收入和生产成本已扣除合资伙伴的出资和/或 37% 的分配。Selva

Malvezzi 生产特许权范围内其他油田的工作计划进展顺利,本季度发生的成本为 12.4 万欧元。

截至 2025 年 3 月 31 日,集团现金余额为 656.7 万欧元(约合 1132.7 万澳元)。

根据附录 5B 第 6.1 条,支付给关联方及其联系人的款项总计 4 万欧元,包括董事薪酬和咨询费。

信息根据澳大利亚证券交易所上市规则 5.4.1 和 5.4.2 提供。
根据澳大利亚证券交易所上市规则5.4.1,本公司确认,除上述相关章节已披露的内容外,其勘探或生产活动未发生任何重大进展或变更。本季度的重点是Podere Maiar-1的天然气生产以及Selva Malvezzi生产特许权区新井开发计划工作计划的进展。

根据澳大利亚证券交易所上市规则5.4.2,本公司告知,已开展的开发、生产和勘探活动以及发生的成本已如上述相关章节所述。本公告已获Po Valley Energy Limited董事会批准发布。

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原文链接/GulfOilandGas

Po Valley Announces March 2025 Quarterly Activities Report

Source: www.gulfoilandgas.com 4/30/2025, Location: Europe

Australia's Po Valley Energy Limited ("Po Valley" or "The Company") is pleased to provide its Quarterly Activities Report for the period ending 31 March 2025, covering the Company's gas exploration, development and production outcomes across its onshore and offshore assets in northern Italy.

Highlights
Selva Malvezzi Production Concession – PVE (operator) 63% Interest
Podere Maiar-1 (PM-1) Production Results March 2025 Quarter
Avg. daily production (scm) (Gross) 77,292
Quarterly production ('000 scm) (NET) 4,236
Weighted average price (per scm) € 0.50
Revenue ('000) (NET] €2,103
Field Operating costs ('000)1 (NET] €196
Quarterly Cashflow from production ('000)2 [NET] €2,001

• Steady gas production from PM-1 for the quarter continuing to meet predicted levels of production
• Robust gas prices with the average weighted gas sales price for the quarter at €0.50/scm due to strong market conditions
• Quarterly production was 6,724k scm of gas (on a 100% basis) with PVE share at 63% 4,236k scm and revenue for the quarter was €3.33 million (on a 100% basis) with PVE share at 63% €2.10 million

Broader Selva Development Program - multi-well drilling program and 3D geophysical survey

• Drilling applications for four new wells in the Selva Malvezzi production concession and Environmental Impact Studies were submitted in 2024 with relevant departments. The Company awaits the outcome of these and expects further interaction with the relevant departments within the Ministry will be required as is standard in these processes.
• Preparation for the 3D geophysical survey acquisition on the Selva Malvezzi Production Concession progressed during the quarter. Regional INTESA approving works to commence was received along with MASE final authorisation for the geophysical campaign received post quarter end.
• Field activities including the seismic acquisition and campaign are planned for the end of September, beginning of October 2025 as per guidance received from the landowners and relevant Farmer’s associations to accommodate the late summer harvest.

Financial Performance
• Operating cashflow for the quarter was €1.705 million (net to PVE)
• Expenditure on exploration and development for the quarter was €124k (net to PVE)
• Cash at 31 March 2025 was €6.567 million (~A$11.327 million).

Kevin Bailey AM, (Chairman), commenting on the quarter said “we are pleased with the continued progress made during the period, marked by another strong quarter of production with robust realised prices. We are steadily advancing our targeted exploration and development plans and expect these efforts to yield positive results over the course of the year. The Company remains in a strong financial position, with cash reserves available to support the progression of our work program on the new wells and 3D geophysical survey.”

Operational Overview

Selva Malvezzi
Selva is an onshore natural gas field located in the eastern part of the Po Plain, in the Bologna province of the Emilia Romagna Region. The Selva Malvezzi Production Concession was awarded in July 2022 and measures 80.68km2 . It includes the Podere Maiar Gas field (in production) and the gas prospects Selva Malvezzi (East Selva), Casale Guida (Selva North), Ronchi (Selva South) and Bagnarola (Riccardina) carved out from the former Podere Gallina Exploration Permit.

Po Valley Operations (100% subsidiary of the Company, “PVO”) is the operator under a Joint Operating Agreement (“JOA”) and holds a 63% interest in the Selva Malvezzi Production Concession with Prospex Energy Plc (“Prospex Group ”) holding 37% (17% Prospex Energy, 20% UOG Italia).

1. PM-1 gas production and well management
Production has been consistent through the quarter averaging ~77,000 scm per day, excluding days during which slick line operations were undertaken in February and a brief production halt scheduled for the replacement of alumina needed for plant maintenance. The routine slick line operations in February reconfirmed well pressure evolution as per expectations. No sand or water was detected and there were also no unexpected readings on the surface sand detection equipment during the period. Three and a half days were allowed for pressure buildup during this shutdown operation with the well re-opening on the February 11 and production resuming at ~80,000 scm/day. The current production rate is expected to continue for the foreseeable future

Total revenue for the quarter was €3,338,692 (100%) with PVE share at 63% €2,103,376. PM-1 gas continues to be supplied to BP Gas Marketing.


2. Casale Guida 1d, Ronchi 1d, Bagnarola 1d, Selva Malvezzi 1d wells
The Selva Malvezzi Production Concession is the key area of focus for the Company with the next stages of development at Casale Guida 1d (Selva North), Ronchi 1d (South Selva), Selva Malvezzi (East Selva) and Bagnarola 1d (Riccardina) prospects.

The drilling programs for the four new drilling projects were submitted to the UNMIG department of the Italian Ministry of Environment and Energy Security (MASE) for drilling authorisation in September 2024. The Environmental Impact Study covering the drilling, development and production phases of the four wells was filed in December 2024. These submissions are now undergoing the Ministry’s due process for review and approval, and the Company is currently awaiting the outcome.

Planning and permitting for the 3D geophysical campaign across the entire Production Concession continued to progress during the period. Regional approval (INTESA) from the Emilia Romagna Regional Council was granted in late January 2025, with a revised version received on the 1St April2025. Final authorisation from the Ministry of Environment and Energy Security (MASE) has been obtained in April 2025. Following the end of the quarter, negotiations with all landowner associations were held on April 15. Based on these discussions, the field activities including the seismic acquisition are planned to commence between the end September and early October as per the guidance received from the landowner’s associations which will allow farmers to complete their late summer harvest.


Expenditure for the quarter in relation to the above progression of work programs on the Selva prospects was €124k (net to PVE).

Teodorico
Following the administrative court ruling (TAR) in 2024 on the case raised by an environmental protection group against the Ministry, the Company met the Ministry of Environment and Energy Security (MASE) in March to clarify the position on the Environmental Impact Assessment (EIA) for Teodorico. MASE Environmental Direction have recommended the submission of a revised EIA including an evaluation of the potential impacts on two new environmentally protected areas. The Company has already commenced preliminary works on outlining the scope of work and costs associated with the preparation of this revised EIA which it intends to complete and submit as soon as possible.

Other Assets
In addition, the company is reviewing optimal development paths for its other exploration assets (Cadelbosco di Sopra, Grattasasso and Torre del Moro) including the potential for introduction of thirdparty investors / partners who have interest in participating in their development.

Cadelbosco di Sopra and Grattasasso are shallow gas opportunities which fit neatly with the Company’s proven exploration and development capabilities whilst Torre del Moro is a large deep gas prospect.

Following meetings with MASE in February 2025 and further to the 2024 Environmental Decree repealing the previous plan of suitable hydrocarbon exploitation areas ‘PITESAI’ , it has been clarified that activities regarding oil exploration may resume. Accordingly, the Cadelbosco and Grattasasso oil contingent resources and Torre del Moro oil prospective resources can be restated to Po Valley’s Resources and Reserves, as originally reported in the April 2019 CGG CPR.

Financial performance

Cash flow
Net operating cashflows for the quarter were €1,705k. Net operating cashflows included receipts from gas sales of €2,197k, and production operating costs of €196k. Receipts from gas sales have a one-month lag due to normal trading terms with BP Gas Marketing. Revenue receipts and production costs are net of any Joint Venture Partner contribution and/or distributions of 37%.

Work programs for other fields within the Selva Malvezzi Production Concession are on track with costs incurred in the quarter of €124k.

The Group’s cash balance at 31 March 2025 was €6,567k (~A$11,327k).

Regarding Section 6.1 of the Appendix 5B amounts paid to related parties and their associates totalled €40k, consisting of director remuneration and consulting fees.

Information Provided in Accordance with ASX Listing Rules 5.4.1 and 5.4.2
In accordance with ASX Listing Rule 5.4.1, the Company confirms that there have been no material developments or changes to its exploration or production activities other than as already disclosed in the relevant sections above. The focus in this quarter was gas production at the Podere Maiar-1 and progression of the work program on the development plan of the new wells in the Selva Malvezzi Production Concession.

In accordance with ASX Listing Rule 5.4.2, the Company advises that the development, production and exploration activities undertaken, and costs incurred are as described in the relevant sections above. This announcement was approved for release by the Board of Directors of Po Valley Energy Limited

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