Europa Oil & Gas 公布中期业绩

来源:www.gulfoilandgas.com 2025年9月15日,地点:非洲

Europa Oil & Gas (Holdings) plc 是一家在英国 AIM 上市、专注于英国、爱尔兰和西非的石油和天然气勘探、开发和生产的公司,该公司宣布了截至 2025 年 6 月 30 日的 11 个月的未经审计中期业绩。

财务业绩
— 收入 260 万英镑(截至 2024 年 6 月 30 日的 11 个月:320 万英镑)
— 毛利 40 万英镑(截至 2024 年 6 月 30 日的 11 个月:20 万英镑)
— 税前亏损 120 万英镑(截至 2024 年 6 月 30 日的 11 个月:税前亏损 660 万英镑)
— 经营活动所用现金净额 10 万英镑(截至 2024 年 6 月 30 日的 11 个月:40 万英镑)
— 2025 年 6 月 30 日的现金余额:90 万英镑(截至 2024 年 7 月 31 日的2024 年:150 万英镑)

运营亮点

赤道几内亚
——2024 年第四季度,公司通过其在 Antler Global(“安特勒”)的 42.9% 股份,启动了其 EG-08 资产的转让流程,该资产内部估计总预期资源量平均为 2.2 万亿立方英尺。EG

-08 许可证具有很高的勘探潜力,拥有三个已准备好钻探的勘探区,估计平均预期资源量为 1.48 万亿立方英尺天然气当量。另外六个线索和勘探区估计贡献了 0.72 万亿立方英尺,使总平均预期资源量达到 2.2 万亿立方英尺天然气当量。由于地震勘探中直接发现了碳氢化合物迹象,因此成功率很高(Barracuda 估计为 80%)。


2025年8月期末之后,公司宣布Antler已与一家大型能源公司就EG-08产品分成合同(PSC)权益的转让展开了详细的商业谈判,并签署了一份不具约束力的条款框架协议。

尽管无法保证谈判能够顺利完成,但Europa已就该转让协议取得了重大进展,并正努力争取在未来几个月内签署协议,届时Barracuda油井的钻探工作也将尽快开始。在

爱尔兰近海
,Europa持有FEL 4-19号许可证的100%权益,该许可证包含Inishkea West天然气勘探区,预计平均预期资源量为1.5万亿立方英尺。该项目经济效益良好,预计税后净现值(NPV)为20亿美元。其碳强度也极低,仅为每桶2.8千克二氧化碳当量,而2022年英国进口天然气的碳强度为每桶36千克二氧化碳当量。

该公司正在积极寻找合作伙伴,在该勘探区钻探勘探井。鉴于其规模、低排放和强劲的经济效益,该公司认为,该勘探区为潜在的勘探对象提供了极具吸引力的风险回报机会。Inishkea

West位于科里布气田附近,地理位置优越,可充分利用现有基础设施,并提供低碳强度天然气,远低于英国进口天然气。Europa认为,如果成功发现,到2030年,爱尔兰天然气需求量有望满足三分之二以上的供应。

爱尔兰政府已表达对能源安全的担忧,这为加大对国内天然气开发的支持带来了希望。

英国陆上

——克劳顿气田评估
o 克劳顿气田资产(Europa 权益:40%)的开发进展在本年度稳步推进,克劳顿评估井的规划申请已于2025年3月提交给北约克郡议会,预计将于2025年第四季度做出规划决定。
o 为支持规划申请而委托的十三份独立报告确认,选定的平台位置非常适合该气井的开发,并有望开发137亿立方英尺的全球重要投资项目(GIIP),但需等待评估井的商业产量确认。Europa 预计将于2025年底启动地震勘探计划,并预计于2026年进行评估钻探。

o 由于该气田拥有高品质天然气,且靠近英国天然气管网,因此成功的评估井可快速投产,从而取代液化天然气进口,降低全球排放。o
Europa 很高兴推出一个专门的社区参与网站,介绍其 Cloughton 气田评估项目,为当地居民和利益相关者提供有关该项目的信息,以及项目合作伙伴计划如何与当地社区合作。该网站的网址为 https://cloughton-community.co.uk/,旨在帮助防止信息误导,并解答有关 Europa 计划运营的常见问题。
在 11 个月期间,Europa 在英国的陆上气田平均净产量为 114 桶/天,其中 Wressle 气田贡献了约 82%,其余来自两个较老的气田。产量下降和平均油价下跌至每桶73美元(截至2024年6月30日的11个月平均油价为每桶82美元),导致收入较上期有所减少

。Wressle油田产量:
期内平均总产量为311桶/天(截至2024年6月30日的11个月:354桶/天),Europa的净份额为93桶/天(截至2024年6月30日的11个月:106桶/天)
。Wressle油田开发计划仍在继续推进,其中包括一口开发井,目标是在2026年开采Penistone Flags油藏。现有的Wressle油田产量将由一项天然气货币化解决方案补充,该方案将与Penistone油井同时开发。预计天然气货币化解决方案将提高油田的油气产量,大幅增加收入,并消除常规的燃烧。
该项目于2024年9月获得规划许可,但北林肯郡议会(“北林肯郡议会”)批准规划许可的决定随后因第三方就芬奇最高法院判决提出的异议而被撤销。Wressle合资企业随后完成并提交了新要求的范围1、2和3(第11类)温室气体排放评估,以便北林肯郡议会能够重新审核该规划申请。一旦获得必要的监管许可和批准,将尽快钻探油井。

2025年5月,Europa宣布与一家加拿大投资公司签订了收入互换协议(“RSA”)。根据 RSA 条款,Europa 收到了 500,000 美元的预付款,以换取 Wressle 1 井石油生产剩余总收入的 4.5%。
该公司还在考虑优化其 Crosby Warren 站点(Europa 工作权益:100%)的生产运营,通过目前正在考虑的简单修井计划可以大幅提高现有产量。
终止 Whisby 4 净利润协议
o 与 Whisby 油田的运营商和许可证持有者 BritNRG 签订的与 Whisby-4 井相关的特许权使用费协议(“协议”)已于 2024 年 12 月终止。该协议最近没有为 Europa 创造收入,需要进一步投资才能使其恢复到创收状态。由于涉及技术风险,公司决定将资金更好地用于其投资组合中的其他资产。o
该协议已在Europa的账户中全部减记,账面价值为零。协议终止后,所有相关负债均已由双方核销,为公司带来17万英镑的净收益。
本期管理费用为130万英镑,在同行中处于最低水平之一。根据最近的年度财务报表,同行的平均管理费用为235万英镑(已根据11个月的报告期进行调整)。

董事会变动
——Bo Kråll 于 2024 年 12 月 12 日被任命为董事会非执行董事,并于 2025 年 2 月 11 日被任命为董事长
——Alastair Stuart 于 2024 年 12 月 12 日辞去董事会职务,但继续担任首席运营官
——Brian Oathain 于 2025 年 2 月 11 日辞去董事会

职务 会计参考日期变更
去年,Europa 宣布将其会计参考日期从 7 月 31 日更改为 12 月 31 日。此项变更使公司的财务报告期与日历年保持一致,并提高了与石油和天然气行业同行公司的可比性。它也与项目工作计划和预算的行业标准时间表更加一致。因此,Europa 的下一份完整年度报告将涵盖截至 2025 年 12 月 31 日的 17 个月期间。因此,根据 AIM 规则第 18 条,公司已编制截至 2025 年 6 月 30 日的 11 个月的未经审计业绩,并重新呈现比较期以反映截至 2024 年 6 月 30 日的 11 个月的等效期间。

Europa首席执行官Will Holland表示:
“过去11个月,我们的投资组合稳步推进,并进行了战略布局。在赤道几内亚,我们推进了EG-08许可证的开发,启动了资产转让流程,并与一家大型能源公司进行了商业谈判——这充分表明了我们对该资产规模和潜力的认可。在爱尔兰,我们全资拥有的Inishkea West天然气勘探项目持续受到关注,其规模、低排放和靠近基础设施的优势令人瞩目。在英国

,我们在Cloughton项目取得了重要进展,提交了评估钻探的规划申请,并积极与当地社区合作。与此同时,在Wressle项目,我们推进了开发计划,并通过一项非稀释性收益互换协议获得了融资。在我们英国的资产中,我们仍然专注于稳步推进资产开发并严格管理资本,包括终止Whisby 4协议,该协议带来了可观的资产负债表收益。我们始终高度重视成本,这体现在 Europa 的一般及行政费用 (G&A) 支出在同行中处于最低水平之一,同时,其资产组合中的众多潜在催化剂仍为股东带来卓越的价值提升空间。

随着董事会重组、赤道几内亚资产转让谈判的推进以及英国和爱尔兰业务的稳步推进,我们仍将在未来一年保持有利地位,实现战略目标。

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原文链接/GulfOilandGas

Europa Oil & Gas Announces Interim Results

Source: www.gulfoilandgas.com 9/15/2025, Location: Africa

Europa Oil & Gas (Holdings) plc, the AIM quoted UK, Ireland and West Africa focused oil and gas exploration, development and production company, announces its unaudited interim results for the eleven-month period ended 30 June 2025.

Financial Performance
• Revenue £2.6 million (11 months to 30 June 2024: £3.2 million)
• Gross profit £0.4 million (11 months to 30 June 2024: £0.2 million)
• Pre-tax loss of £1.2 million (11 months to 30 June 2024: pre-tax loss £6.6 million)
• Net cash used in operating activities £0.1 million (11 months to 30 June 2024: £0.4 million)
• Cash balance at 30 June 2025: £0.9 million (31 July 2024: £1.5 million)

Operational Highlights

Equatorial Guinea
• In Q4 2024, the Company, through its 42.9% stake in Antler Global (“Antler”), launched a farmout process for its EG-08 asset, which holds an internally estimated 2.2 TCF Pmean of gross prospective resources.

• The EG-08 licence is highly prospective, with three drill-ready prospects which contain an estimated Mean Prospective resource of 1.48 TCF of gas equivalent. A further six leads and prospects contribute an estimated 0.72 TCF, bringing the total mean prospective resource to 2.2 TCF of gas equivalent. The chance of success is high (estimated at 80% for Barracuda), due to direct hydrocarbon indications on the seismic.


• Post period end in August 2025, the Company announced that Antler had entered detailed commercial discussions and signed a non-binding Heads of Terms with a major energy company regarding the farm-out of an interest in the EG-08 production sharing contract (PSC).

Although there are no guarantees that discussions will conclude successfully, Europa has made significant progress on the farmout agreement and is working towards signing in the coming months and drilling of the Barracuda well will commence as soon as possible thereafter.

Offshore Ireland
• Europa holds a 100% interest in Licence FEL 4-19, which contains the Inishkea West gas prospect, with an estimated Pmean prospective resource of 1.5 TCF. The project offers strong economics, with an estimated post-tax NPV10 of US$2.0 billion. It also features an exceptionally low carbon intensity of 2.8 kg CO2/boe, compared to 36 kg CO2/boe for UKimported gas in 2022.

• The Company is actively seeking a farm-in partner to drill an exploration well on the prospect. Given its scale, low emissions, and robust economics, the Company believes that the prospect presents a highly attractive risk-reward opportunity for potential farminees.

• Inishkea West is strategically located near the producing Corrib gas field, enabling potential use of existing infrastructure and offering low carbon-intensity gas—significantly lower than imported UK gas. Europa believes a successful discovery could potentially supply over twothirds of Ireland’s gas demand by 2030.

• The Irish government has signalled concern over energy security, raising hopes for increased support for domestic gas development.

Onshore UK

• Cloughton gas field appraisal
o Progress on the Cloughton asset (Europa interest: 40%) has been steady during the year, with the planning application for the Cloughton appraisal well submitted to North Yorkshire Council in March 2025 and a planning decision expected in Q4 2025
o Thirteen independent reports commissioned in support of the planning application confirm that the selected pad location is well-suited for this well and for potential development of the 137 BCF GIIP, pending confirmation of commercial flow rates from the appraisal well. Europa expects to shoot a seismic programme towards the end of 2025, with appraisal drilling anticipated in 2026.

o Due to the field’s high-quality natural gas and close proximity to the UK gas network, a successful appraisal well could be brought into production quickly, which would displace LNG imports and thus lowering global emissions.
o Europa was pleased to launch a dedicated community engagement website on its Cloughton gas field appraisal project to provide local residents and stakeholders with information on the project and how the project partners intend to work with local communities. This site, which can be found at https://cloughton-community.co.uk/, is also intended to help prevent misinformation and address frequently asked questions about Europa's planned operations.
• Total average net production of 114 bopd was produced from Europa’s UK onshore fields during the 11-month period with Wressle contributing roughly 82% of this and the remainder coming from the two older fields. Lower production levels and the lower average oil price of US$73 (11 months to 30 June 2024 average was US$82) resulted in the reduction in revenues compared to the prior period

• Wressle production
o Gross production averaged 311 bopd throughout the period (11 months to 30 June 2024: 354 bopd), with Europa’s net share equating to 93 bopd (11 months to 30 June 2024: 106 bopd)
• The Wressle field development plan continues to be progressed. This includes a development well to target the Penistone Flags reservoir in 2026. The existing Wressle production is complemented by a gas monetisation solution that will be developed in parallel with the Penistone well. The gas monetisation solution is expected to enhance oil and gas production from the field and substantially increase revenues, as well as eliminate routine flaring.
Planning consent wasreceived for the project in September 2024, however North Lincolnshire Council’s(“NLC”) decision to grant planning permission was subsequently rescinded following a third-party challenge in light of the Finch Supreme Court judgement. The Wressle Joint Venture subsequently completed and submitted the newly required Scope 1, 2 and 3 (Category 11) greenhouse gas emissions assessmentssuch that the planning application could be redetermined by NLC. The wells will be drilled at the earliest opportunity, once the necessary regulatory consents and approvals have been received.

• In May 2025, Europa announced that it had entered into a Revenue Swap Agreement ("RSA") with a Canadian investment company. Underthe terms of the RSA, Europa received an upfront payment of US$500,000 in exchange for 4.5% of the remaining grossrevenues generated from oil production at the Wressle 1 well.
• The Company is also looking at optimising production operations at its Crosby Warren site (Europa working interest: 100%), where the existing production could be significantly increased through a simple workover programme that is currently being considered.
• Termination of the Whisby 4 net profits agreement
o The royalty agreement (the “Agreement”) related to the Whisby-4 well, held with BritNRG, the operator and licence holder of the Whisby Field, was terminated, as announced in December 2024. The Agreement had not recently generated income for Europa, and further investment would have been required to potentially restore it to a revenue-generating position. Due to the technical risks involved, the Company determined that its capital was better directed toward other assets within its portfolio.
o The Agreement had already been fully written down in Europa’s accounts, with a carrying value of nil. Following its termination, all associated liabilities have been written off by the parties, resulting in a net gain of £170,000 to the Company.
• Administrative expenses for the period is £1.3 million, which is one of the lowest in its peer group where the average based on most recent annual financial statements is £2.35 million (adjusted to reflect the 11-month reporting period).

Board changes
• Bo Krøll was appointed to the Board as Non-Executive Director on 12 December 2024 and was subsequently appointed Chairman on 11 February 2025
• Alastair Stuart resigned from the Board on 12 December 2024 but continues to perform the role of Chief Operating Officer
• Brian O’Cathain resigned from the Board on 11 February 2025

Change of accounting reference date
Last year, Europa announced a change to its accounting reference date from 31 July to 31 December. This change aligns the Company’s financial reporting period with the calendar year and allows for enhanced comparability with peer companies in the oil and gas industry. It also aligns more closely with industry standard timeframes for project work programmes and budgets. As a result, Europa’s next full annual report will be for the 17-month period ending 31 December 2025. In accordance with Rule 18 of the AIM Rules, therefore, the Company has prepared these unaudited results for the 11- monthsto 30 June 2025, with the comparative period re-presented to reflect the equivalent 11-month period to 30 June 2024.

Will Holland, CEO of Europa, said:
“The past 11 months have been a period of steady progress and strategic positioning across our portfolio. In Equatorial Guinea, we have advanced our EG-08 licence, launching a farmout process and entering into commercial discussions with a major energy company - clear recognition of the asset’s scale and potential. In Ireland, our 100%-owned Inishkea West gas prospect continues to attract some interest, offering a compelling combination of scale, low emissions, and proximity to infrastructure.

In the UK, we have made important strides at Cloughton, submitting the planning application for appraisal drilling and engaging proactively with the local community. Meanwhile, at Wressle, we progressed the development plan and secured financing through a non-dilutive revenue swap agreement. Across our UK assets, we remain focused on steadily progressing our assets and managing capital with discipline, including the termination of the Whisby 4 agreement, which delivered a considerable balance sheet gain. We continue to be very cost conscious, which is reflected in the fact that Europa has one of the lowest G&A expenses of its peer group, whilst still offering excellent value upside to its shareholders from numerous potential catalysts across the asset portfolio.

With a reshaped board, progressing farmout discussions in Equatorial Guinea, and steady progress in the UK and Ireland, we remain well-positioned to deliver on ourstrategic objectives in the year ahead.”

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