Maurel & Prom 公布 2025 年上半年业绩

来源:www.gulfoilandgas.com 2025年8月5日,地点:非洲

原油价格大幅下跌的情况下仍保持财务韧性
o M&P 在 2025 年上半年的总权益产量:37,637 桶油当量/天,比 2024 年上半年增长 1%,比 2024 年下半年增长 6%
o 石油平均售价为 70.9 美元/桶,比 2024 年上半年下降 16%,比 2024 年下半年下降 8%
o 2025 年上半年业绩稳健:销售额为 2.89 亿美元,EBITDA 为 1.4 亿美元,合并净收入为 1.07 亿美元,集团净收入份额为 1.04 亿美元
o 现金流生成韧性:经营现金流为 1.08 亿美元,自由现金流为 6,400 万美元

o 更强大的财务结构和平衡增长与股东回报的战略
o 截至目前,净现金状况为正 9,100 万美元截至 6 月 30 日(2.25 亿美元现金和 1.34 亿美元债务)
o 可用流动资金 4.04 亿美元,可用于完成当前的增长业务
o 2025 年 8 月底支付每股 0.33 欧元的股息(总额约为 7500 万美元),比 2024 年增长 10%

” 委内瑞拉的经营业绩良好,但有待局势进一步发展
o M&P Iberoamerica 的权益石油产量(40%)在 2025 年上半年为 8,017 桶/天,比 2024 年下半年增长 18%

o 从 1 月到 5 月底 M&P 的 OFAC 许可证到期,M&P 共收到 3300 万美元的股息(扣除支付给 M&P Iberoamerica 少数股东的 20% 股息)。
o M&P 仍在与美国当局保持积极联系,并继续密切关注事态发展,以便相应地调整其活动

。 预计 9 月完成对哥伦比亚 Sinu-9 天然气许可证 61% 股份的收购。
o 已向哥伦比亚国家碳氢化合物管理局(“NH”)提交交易批准申请,预计 9 月完成
。 o 在 2 月份支付 2000 万美元定金后,需支付余额 2.058 亿美元(其中 2295 万美元已于 7 月初支付)。
o 作为生产测试的一部分,Sinu-9 目前的产量约为 2100 万立方英尺/天(收购的 61% 权益的净产量为 1300 万立方英尺/天),其产能应会提高到到 10 月底,产量将达到 40 mmcfd(所收购的 61% 权益净产量为 24 mmcfd)。

在 2025 年 8 月 4 日的会议上,Maurel & Prom SA 有限公司(“P&P”,“集团”)董事会批准了截至 2025 年 6 月 30 日的半年财务报表。


Maurel & Prom首席执行官Olivier de Langavant表示:“尽管原油价格大幅下跌,M&P再次展现了其商业模式的实力及其创造价值的能力。得益于我们严谨的运营和财务纪律,我们取得了稳健的业绩,资产负债表更加稳健,战略灵活性也更高。除了即将完成对哥伦比亚的收购外,凭借雄厚的现金状况,我们正全力以赴在新项目中保持这一增长和发展势头,同时确保为股东带来丰厚的回报。”

财务业绩:
2025年上半年的合并销售额为2.89亿美元,较2024年上半年(4.12亿美元)有所下降,原因是M&P的合并产量份额下降(下降7%至29,620桶油当量/天)以及石油平均售价下降(下降16%至70.9美元/桶)。第三方石油交易活动减少(5200万美元,而2024年为7700万美元)。 (2024年)也解释了这一下降。

本期运营及管理费用为1.02亿美元。运营产生的特许权使用费及税费为3400万美元,从第三方采购的石油为5200万美元。

息税折旧摊销前利润(EBITDA)为1.4亿美元。折旧及摊销为4200万美元,勘探费用为200万美元。扣除300万美元的其他收入后,运营利润为9800万美元。

计入财务结果(400万美元的结构性财务损失)、所得税(4600万美元)以及联营公司收益分成(5900万美元,其中5200万美元来自其在委内瑞拉Petroregional del Lago公司(“PRDL”)的40%权益,以及700万美元来自其在Seplat Energy的20.46%权益),集团2025年上半年的合并净利润为1.07亿美元(其中1.06亿美元为经常性合并净利润)。集团净利润分成为1.04亿美元。


2025年上半年,扣除营运资本变动前的经营活动现金流为7300万美元。营运资本需求变动对本期产生了3500万美元的积极影响,导致营运现金流达到1.08亿美元。

集团开发资本支出为6500万美元(其中加蓬4300万美元、安哥拉1800万美元和坦桑尼亚200万美元),勘探资本支出为400万美元(其中加蓬300万美元,主要用于正在进行的地震数据采集)。资产收购支出的2200万美元用于支付给NG Energy和Etu Energias的定金,用于正在进行的收购,分别是在哥伦比亚的Sinu9许可证和在安哥拉的3/05区块的收购。

M&P 在 2025 年上半年获得了 4700 万美元的股息,其中包括来自委内瑞拉 PRDL 的 3300 万美元(扣除支付给 M&P Iberoamerica 少数股东的 20%)和来自 Seplat Energy 的 1400 万美元。2025 年上半年

末,自由现金流为 6400 万美元。

净债务偿还金额为 3400 万美元,其中 2600 万美元为本金偿还。

现金状况变化为正值 3100 万美元。

财务状况
截至 2025 年 6 月 30 日,集团的净现金状况为 9100 万美元,而截至 2024 年 12 月 31 日为 3400 万美元。其现金状况为 2.25 亿美元,而总债务为 1.34 亿美元,其中银行贷款为 8500 万美元,股东贷款为 4900 万美元。 M&P 在 2025 年上半年偿还了 2600 万美元的总债务(1900 万美元的银行贷款和 700 万美元的股东贷款)。

由于 2025 年 4 月 11 日完成了 1.13 亿美元的银行贷款 Accordion 贷款,截至 6 月 30 日,可用的银行流动资金达到 4.04 亿美元(不包括迄今为止可用但尚未提取的 1 亿美元股东贷款),其中包括:

2.25 亿美元现金;
5000 万美元的摊销贷款尚未提取,可使用至 2026 年 1 月;以及
1.3 亿美元未提取的循环信贷额度(RCF),可使用至 2027 年 7 月。


银行贷款再融资计划于 2025 年下半年进行,以延长其期限,使其超过 2027 年 7 月的当前到期日。

有关正在进行的收购哥伦比亚 Sinu-9 天然气许可证 61% 股份的信息
2025 年 2 月 9 日,M&P 与 NG Energy International Corp.(“NG Energy”)签署了一项最终协议,以 1.5 亿美元收购哥伦比亚 Sinu-9 天然气许可证 40% 的经营权益。

交易的有效经济日期为 2025 年 2 月 1 日。此外,2025 年 7 月 2 日与 Sinu-9 的少数合伙人签署了第二份协议,M&P 将以 7875 万美元的对价收购额外的 21% 权益。

交易的完成仍取决于获得监管部门的批准,包括哥伦比亚 ANH 的批准,以及满足其他惯例成交条件。

与 NG Energy 签订的原始权益转让协议于 2025 年 2 月签署后不久提交给了哥伦比亚国家电力公司 (ANH)。M&P 预计 ANH 现在将同时审查所有交易,预计将在 2025 年 9 月之前收到所有必要的批准

。2 月底,公司向 NG Energy 支付了 2000 万美元的定金。截至 2025 年 6 月 30 日,未偿还余额为 2.058 亿美元:

7 月初向 NG Energy 支付了 2000 万美元的补充款项;
7 月初向少数合伙人支付了 295 万美元的定金;
交易完成后支付 1.258 亿美元(NG Energy 支付 5000 万美元,少数合伙人支付 7580 万美元);
随后将向 NG Energy 支付两笔 3000 万美元的延期款项:第一笔在交易完成三个月后支付,第二笔在交易完成六个月后支付。

与 NG Energy 的交易将进行调整,以反映从生效经济日(2025 年 2 月 1 日)至交易完成期间的现金流。

此外,M&P 将拥有自交易完成之日起 12 个月的选择权,以 1875 万美元的对价从 NG Energy 收购 Sinu9 的额外 5% 权益,生效经济日为 2025 年 2 月 1 日。

在对 Magico-1X 和 Brujo-1X 井进行持续的长期测试后,Sinu-9 于 2024 年 11 月首次产气。自 7 月初在 Brujo-1X 平台上安装的移动装置上启用第二台压缩机后,总产能一直保持在 2100 万立方英尺/天左右(收购的 61% 工作权益的净产能为 1300 万立方英尺/天)。目前,疏散基础设施的容量为 30 mmcfd,到 2025 年 10 月底,这一容量将增至 40 mmcfd(对于所获得的 61% 工作权益,净容量为 24 mmcfd)。

生产活动 2025 年上半年,

加蓬M&P 在 Ezanga 许可证上的权益石油产量 (80%) 为 15,516 桶/天,比 2024 年下半年下降 1%。2025 年上半年, 安哥拉 M&P 在 3/05 区块 (20%) 和 3/05A 区块 (26.7%) 上的权益产量为 4,316 桶/天,比 2024 年下半年增长 8%。2025年上半年, 坦桑尼亚 M&P 在 Mnazi Bay 许可证上的权益天然气产量 (60%) 为 58.7 百万立方英尺/天,比 2024 年下半年增长 9%。 定于 2025 年第四季度开始的三口井的钻探准备工作仍在继续。 委内瑞拉 M&P Iberoamerica 在 Urdaneta Oeste 油田的权益石油产量 (40%) 在 2025 年上半年达到 8,017 桶/天,比 2024 年下半年增长 18%。2025 年上半年进行了两次采油,总计约 150 万桶。2025 年 1 月至 5 月底,由于与 Petroregional del Lago 建立的债务支付机制,M&P 获得了 3300 万美元的股息(扣除支付给 M&P Iberoamerica 少数股东的 20%)。 美国财政部外国资产控制办公室 (“FAC”) 向 M&P 颁发的在委内瑞拉运营的许可证于 2025 年 5 月 27 日到期。M&P 已相应调整其运营,现在的运营仅限于维护工作,以确保生产继续进行期间人员和设施的安全。 M&P 正与美国当局保持积极联系,并持续密切关注事态发展。加蓬 勘探活动: Ezanga 许可区块 二维地震数据采集工作正在进行中。该工作将持续到 2025 年下半年。 意大利: Fiume Tellaro 许可区块的一至两口勘探井的钻探工作正在筹备中。 钻探作业计划于 2026 年第一季度开始,主要针对油藏。





























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原文链接/GulfOilandGas

Maurel & Prom Announces HY 2025 results

Source: www.gulfoilandgas.com 8/5/2025, Location: Africa

• Financial resilience amid a marked fall in crude oil prices
o M&P’s total working interest production in the first half of 2025: 37,637 boepd, up 1% on the first half of 2024 and up 6% on the second half of 2024
o Average sale price of oil $70.9/bbl, down 16% on the first half of 2024 and down 8% on the second half of 2024
o Solid results for the first half of 2025: sales of $289 million, EBITDA of $140 million, consolidated net income of $107 million, Group share of net income of $104 million
o Resilient cash flow generation: $108 million in operating cash flow, and $64 million in free cash flow

• A stronger financial structure and a strategy that balances growth with shareholder returns
o Positive net cash position of $91 million as at 30 June ($225 million in cash and $134 million in debt)
o Available liquidity of $404 million, enabling the completion of current growth operations
o Payment of a dividend of €0.33 per share at the end of August 2025 (for a total amount of around $75 million), up 10% compared with 2024

• Good operating performance in Venezuela, pending further developments in the situation
o M&P Iberoamerica working interest oil production (40%) of 8,017 bopd in the first half of 2025, up 18% on the second half of 2024

o $33 million in dividends received by M&P (net of the 20% paid to M&P Iberoamerica’s minority shareholder) between January and the expiry of M&P's OFAC licence at the end of May
o M&P remains actively in contact with the US authorities and continues to monitor developments closely so that it can adjust its activities accordingly

• Expected completion by September of the acquisition of the 61% stake in the Sinu-9 gas permit in Colombia
o Applications have been filed with the Colombian National Hydrocarbon Agency (“ANH”) for approval of the transactions, which is expected by September
o Balance of $205.8 million to be paid (of which $22.95 million was paid in early July), following payment of a $20 million deposit in February
o Sinu-9 is currently producing around 21 mmcfd (13 mmcfd net for the 61% interest acquired) as part of the production test, and should see its production capacity increase to 40 mmcfd (24 mmcfd net for the 61% interest acquired) by the end of October

At its meeting of 4 August 2025, the Board of Directors of Établissements Maurel & Prom S.A. (“M&P”, “the Group”) approved the financial statements for the half year ended 30 June 2025.


Olivier de Langavant, Chief Executive Officer of Maurel & Prom, said: "Despite the sharp fall in crude oil prices, M&P has once again demonstrated the strength of its business model and its ability to generate value. Thanks to our operational and financial discipline we have posted resilient results and show a stronger balance sheet together with greater strategic flexibility. In addition to the imminent completion of our acquisition in Colombia, we are fully committed to pursuing this growth and development momentum across new projects thanks to our solid cash position, while ensuring strong returns for our shareholders.”

Financial performance
Consolidated sales for the first half of 2025 came to $289 million, down compared with the first half of 2024 ($412 million) due to the fall in both M&P’s share of consolidated production (down 7% to 29,620 boepd) and in the average selling price of oil (down 16% to $70.9/b). Lower third-party oil trading activities ($52 million compared with $77 million in 2024) also explains this decrease.

Operating and administrative expenses came to $102 million for the period. Royalties and taxes from operations amounted to $34 million, and oil purchases from third parties to $52 million.

EBITDA was $140 million. Depreciation and amortisation amounted to $42 million while exploration expenses came to $2 million. Operating income came out at $98 million, after taking into account other income of $3 million.

After factoring in the financial result (a structural financial loss of $4 million), income tax ($46 million) and the share of income of associates ($59 million, of which $52 million for its 40% interest in Petroregional del Lago ("PRDL") in Venezuela, and $7 million for its 20.46% interest in Seplat Energy), the Group's consolidated net income amounted to $107 million for the first half of 2025 (of which $106 million in recurring consolidated net income). The Group share of net income came to $104 million.


Cash flow from operating activities before changes in working capital was $73 million for the first half of 2025. Changes in working capital requirements had a positive impact of $35 million over the period, resulting in operating cash flow of $108 million.

The Group recorded development capex of $65 million (including $43 million in Gabon, $18 million in Angola and $2 million in Tanzania) and exploration capex of $4 million (including $3 million in Gabon, mainly for the ongoing acquisition of seismic data). The $22 million spent on asset acquisitions corresponds to the payment of deposits to NG Energy and Etu Energias for acquisitions in progress, respectively in Colombia for the Sinu9 licence and in Angola for Block 3/05.

M&P received $47 million in dividends in the first half of 2025, including $33 million from PRDL in Venezuela (net of the 20% paid to M&P Iberoamerica’s minority shareholder), and $14 million from Seplat Energy.

Free cash flow stood at $64 million at the end of the first half of 2025.

Net debt servicing amounted to $34 million, of which $26 million in principal repayments.

The change in cash position is positive at $31 million.

Financial position
The Group had a positive net cash position of $91 million at 30 June 2025, compared with $34 million at 31 December 2024. Its cash position was $225 million versus gross debt of $134 million, of which $85 million in bank loan and $49 million in shareholder loan. M&P repaid $26 million of gross debt in the first half of 2025 ($19 million of bank loan and $7 million of shareholder loan).

Thanks to the completion on 11 April 2025 of an accordion facility of $113 million on the bank loan, available bank liquidity at 30 June amounted to $404 million (excluding the $100 million tranche of the shareholder loan available and undrawn to date), and includes:

• $225 million in cash;
• $50 million undrawn from the amortised loan, available until January 2026; and
• $130 million undrawn RCF (revolving credit facility), available until July 2027.


Refinancing of the bank loan is scheduled for the second half of 2025, to extend its term beyond its current maturity in July 2027.

Information on the ongoing acquisition of a 61% stake in the Sinu-9 gas permit in Colombia
On 9 February 2025, M&P signed a definitive agreement with NG Energy International Corp. (“NG Energy”), for the acquisition of a 40% operating working interest in the Sinu-9 gas permit in Colombia for $150 million.

The effective economic date of the transaction was 1 February 2025. In addition, a second agreement was signed on 2 July 2025 with the minority partners of Sinu-9, for M&P to acquire an additional 21% interest, for a consideration of $78.75 million.

Closing of the transactions remains subject to the receipt of regulatory approvals, including the approval of Colombia’s ANH, and the satisfaction of other customary closing conditions.

The original interest assignment agreement with NG Energy was submitted to Colombia’s ANH shortly after signing in February 2025. M&P anticipates that the ANH will now review all transactions in parallel, with all necessary approvals expected to be received by September 2025.

A $20 million deposit was paid to NG Energy at the end of February. At 30 June 2025, the balance outstanding amounted to $205.8 million:

• A supplemental payment of $20 million to NG Energy was made in early July;
• A deposit of $2.95 million to the minority partners, which was also paid in early July;
• A payment of $125.8 million to be made upon completion of the transactions ($50 million for NG Energy and $75.8 million to the minority partners);
• Two deferred payments of $30 million each to NG Energy will follow: the first, three months after closing, and the second, six months after closing.

An adjustment reflecting cash flows for the period from the effective economic date (1 February 2025) to completion will be made for the transaction with NG Energy.

In addition, M&P will have a 12-month option from completion to acquire an additional 5% interest in Sinu9 from NG Energy for a consideration of $18.75 million, with an effective economic date of 1 February 2025.

Sinu-9 achieved first gas production in November 2024, under the ongoing long-term test of the Magico-1X and Brujo-1X wells. Gross production capacity has been around 21 mmcfd (13 mmcfd net to the acquired 61% working interest) since early July, following the commissioning of a second compressor on the mobile unit installed on the Brujo-1X platform. Evacuation infrastructure is in place today for 30 mmcfd, which will be increased up to 40 mmcfd (24 mmcfd net to the acquired 61% working interest) by the end of October 2025.

Production activities

Gabon
M&P working interest oil production (80%) on the Ezanga permit amounted to 15,516 bopd in the first half of 2025, down 1% compared to the second half of 2024.

Angola
M&P working interest production from Blocks 3/05 (20%) and 3/05A (26.7%) amounted to 4,316 bopd in the first half of 2025, up 8% compared to the second half of 2024.

Tanzania
M&P working interest gas production (60%) on the Mnazi Bay permit amounted to 58.7 mmcfd in the first half of 2025, up 9% compared to the second half of 2024.

Preparations are continuing for the drilling of three wells due to start in Q4 2025. The main contracts have been awarded for the start of this campaign.

Venezuela
M&P Iberoamerica working interest oil production (40%) on the Urdaneta Oeste field amounted to 8,017 bopd in the first half of 2025, up 18% compared to the second half of 2024.

Two liftings were made in the first half of 2025, totalling around one and a half million barrels. Between January and the end of May 2025, M&P received $33 million in dividends (net of the 20% paid to M&P Iberoamerica’s minority shareholder) thanks to the debt payment mechanism in place with Petroregional del Lago.

The licence issued to M&P by the US Treasury Department's Office of Foreign Assets Control (“OFAC”) to operate in Venezuela expired on 27 May 2025. M&P has adjusted its operations accordingly, and these are now limited to maintenance work to ensure the safety of personnel and facilities while production continues.

M&P remains actively in contact with the US authorities and continues to monitor developments closely.

Exploration activities

Gabon
A 2D seismic data acquisition campaign is underway on the Ezanga permit. This will continue throughout the second half of 2025.

Italy
Preparations are ongoing for a drilling campaign of one to two exploration wells on the Fiume Tellaro license.

Drilling operations are now scheduled to begin in Q1 2026, targeting primarily oil reservoirs.

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