Frontera 宣布 2024 年第四季度及年终业绩

来源:www.gulfoilandgas.com 2025 年 3 月 10 日,地点:南美洲

2024 年全年净亏损 2420 万美元,营业收入 1.167 亿美元
2024 年全年营业 EBITDA 为 4.24 亿美元
实现所有 2024 年指导指标,包括年产量 40,288 桶油当量/天、2024 年第四季度平均产量 42,406 桶油当量/天和 2024 年平均生产成本 9.34 美元/桶油当量
记录 1.513 亿桶油当量 2P 总储量和 1.006 亿桶油当量 1P 总储量
2024 年 1P 储量替代率为 45%
2.5 年 PDP、6.8 年 1P 和 10.3 2P 总储量寿命指数
34 亿美元 2P 税前净现值 截至 2024 年 12 月按 10% 折现
生成全部年度调整后基础设施 EBITDA 为 1.07 亿美元,分部收入为 5,500 万美元
ODL 宣布派发 1.52 亿美元股息(Frontera 净股息为 5,330 万美元),2024 年派息率为 100%,将于 2025 年支付
自 2022 年以来已向股东返还超过 1.8 亿美元
成功实现了 2024 年可持续发展目标的 100%,包括有史以来最好的总可记录事故率(“TRIR”) 业绩
宣布季度股息为每股 0.0625 加元,或总计 340 万美元,将于 2025 年 4 月 16 日左右支付

Frontera Energy Corporation(“Frontera”或“公司”)公布了截至 2024 年 12 月 31 日的第四季度和全年财务和运营业绩,宣布了由 DeGolyer 和 MacNaughton Corp(“D&M”)进行的年度独立储量评估结果,并提供了运营更新。除非另有说明,本新闻稿和公司财务披露中的所有财务金额均以美元计算。截至 2024 年 12 月 31 日止年度,公司所有已入账储备均位于哥伦比亚和厄瓜多尔。


董事会主席 Gabriel de Alba 评论道:

“2024 年是 Frontera 又一个强劲的一年,因为公司实现了所有关键指导目标,同时从 2024 年至今向股东返还了超过 8300 万美元。

公司全年营业 EBITDA 为 4.24 亿美元,并以强劲的资产负债表收官,包括 2.23 亿美元的现金头寸。此外,公司将合并债务和租赁负债总额减少了 3000 多万美元,包括回购 500 万美元的 2028 年高级无担保票据。标普和惠誉分别重申 Frontera 的 B+ 和 B 信用评级和稳定展望,突显了公司良好的信用质量、强劲的财务状况和行业低杠杆率。

在这一年中,公司的基础设施业务产生了 1.07 亿美元的调整后基础设施 EBITDA,并实现了几个关键里程碑,包括宣布与 Industrias Gasco 建立新的 LPG 合资企业以及建造 Reficar连接,预计将于 2025 年第二季度投入运营。重要的是,Frontera 对其基础设施业务的战略审查即将完成,公司正在分析各种选择,并将在适当的时候公布结果。


就我们的圭亚那业务而言,公司仍然坚信其在圭亚那近海 Corentyne 区块的权益以及 Corentyne 区块的石油勘探许可证(“许可证”)仍然有效且状况良好,因为《石油协议》尚未终止。合资企业正在评估其可用的所有合法选择以维护其权利。2025

年 1 月,公司通过另一项重大发行人要约回购了额外的 3000 万美元普通股。自 2022 年以来,公司已通过正常发行人要约、重大发行人要约和股息向股东返还了超过 1.8 亿美元。公司将根据业务的整体业绩、油价、现金流产生和公司的战略目标,在全年继续考虑未来的投资者计划,包括潜在的额外股息、分配或债券回购。”

Frontera 首席执行官 (CEO) Orlando Cabrales 评论道:

“2024 年,我们成功执行了我们的战略,取得了积极的成果。在 CPE-6 区块成功钻探的推动下,我们在第四季度再次创下近 9,000 桶油当量/天的日产量记录,而 Sabanero 的产量在第四季度增加到 2,384 桶油当量/天,我们实现了全年的生产目标。2024 年全年,SAARA 的水处理量平均约为每天 44,000 桶水,第四季度,SAARA 的水处理量平均达到每天 79,000 桶水。在成本方面,尽管面临通胀压力,但公司实现了所有成本指导目标,包括每桶油当量生产成本,由于强有力的成本控制,平均为 9.34 美元/桶油当量。


我们在哥伦比亚和厄瓜多尔上游业务中奉行“价值重于数量”的战略,支持我们在 2024 年底交付 1.006 亿桶油当量 1P 和 1.513 亿桶油当量 2P 总储量。截至 2024 年 12 月 31 日,公司 2P 储量的净现值按税前 10% 折现为 34 亿美元或 22.4 美元/桶油当量,Frontera 的每桶油当量 NPV10 同比增长 4%,这得益于我们专注于提高运营效率、优化开发计划和降低未来开发成本。

在我们的基础设施业务中,ODL 每天运输超过 243,000 桶油,同时产生 2.74 亿美元的全年 EBITDA。按我们在管道中的 35% 股权比例,我们获得了超过 6,000 万美元的资本分配,我们的调整后基础设施 EBITDA 受益于与 ODL 的 EBITDA 相关的 9,600 万美元。在有效的港口运营成本控制的支持下,巴伊亚港产生了约 1500 万美元的营业 EBITDA。我们期待今年 Reficar Connection 的调试和启动。

重要的是,我们将继续可持续地实现我们的运营目标,实现 2024 年可持续发展目标的 100%,包括恢复和保护 769 公顷土地、实现有史以来最好的总可记录事故率表现,并第四次被 Ethisphere 评为全球最具商业道德的公司之一。2025

年迄今的产量约为每天 40,400 桶。与 2024 年第四季度相比,产量下降是由于我们的轻质和中质资产在 2024 年底附近发生意外井故障。这些问题正在得到解决,我们仍然有信心实现 2025 年的生产指导。

2025年,我们的重点仍然是执行我们最近宣布的计划,实现可持续生产、稳健的运营和财务业绩并提高投资者回报。”

2024年第四季度和全年运营和财务业绩:


2024 年第四季度,公司净亏损 2940 万美元或每股 0.36 美元,而上一季度净收入 1660 万美元或每股 0.20 美元,2023 年第四季度净收入 9200 万美元或每股 1.08 美元。截至 2024 年 12 月 31 日止年度,公司报告净亏损 2420 万美元,而截至 2023 年 12 月 31 日止年度的净收入为 1.935 亿美元。第四季度净亏损包括所得税费用 3340 万美元(包括 3650 万美元的递延所得税费用)、财务费用 2180 万美元、与风险管理合约损失相关的 890 万美元以及外汇损失 180 万美元,部分被营业收入 1490 万美元(扣除 3010 万美元的非现金减值费用)和 1320 万美元的股东权益所抵消。来自联营公司的收入。2024
年第四季度平均产量为 42,406 桶油当量/天,较上一季度的 40,616 桶油当量/天和 2023 年第四季度的 39,267 桶油当量/天增长 4%。2024 年,Frontera 的平均产量为 40,288 桶油当量/天,在公司 40,000 - 42,000 桶油当量/天的指导范围内。2024
年第四季度的营业 EBITDA 为 1.135 亿美元,而上一季度为 1.032 亿美元,2023 年第四季度为 1.21 亿美元。营业 EBITDA 与上一季度相比有所增加,主要是由于生产成本(不包括能源成本)和运输成本下降,但本季度布伦特油价下跌和油价差异上升部分抵消了这一影响。 2024 年,Frontera 的平均布伦特原油价格为 79.33 美元,产生的 EBITDA 为 4.242 亿美元,处于公司 4 亿至 4.5 亿美元的指导范围内(估计布伦特原油价格为 80 美元/桶)。
2024 年第四季度经营活动提供的现金为 1.687 亿美元,而上一季度为 1.246 亿美元,2023 年第四季度为 7,340 万美元。
公司报告称,截至 2024 年 12 月 31 日,现金总额为 2.228 亿美元,而 2024 年 9 月 30 日为 2.403 亿美元,2023 年 12 月 31 日为 1.9 亿美元。公司 2024 年经营活动产生的现金为 5.1 亿美元,而 2023 年为 4.118 亿美元。年内,公司主要投资了 3.18 亿美元的资本支出,支付了 7,480 万美元的净债务偿还款项、400 万美元用于回购优先票据以及 5,000 万美元用于股东分配。

截至 2024 年 12 月 31 日,公司原油库存余额总计为 1,029,466 桶,而 2024 年 9 月 30 日为 1,315,384 桶。截至 2024 年 12 月 31 日,公司在哥伦比亚的库存余额总计为 501,778 桶,其中包括 248,985 桶原油和 252,793 桶稀释剂及其他。相比之下,截至 2024 年 9 月 30 日为 777,158 桶,截至 2023 年 12 月 31 日为 551,715 桶。库存余额减少主要是由于本季度销售额增加。
2024 年第四季度的资本支出约为 8590 万美元,而上一季度为 8240 万美元,2023 年第四季度为 8230 万美元。第四季度,公司在 Sabanero 区块钻探了 2 口开发井。2024 年全年,公司在 Quifa、CPE-6、Sabanero 和 Perico 区块共钻探了 68 口井(包括两口注水井),并在公司 2.72 亿至 3.35 亿美元的指导范围内执行了约 3.18 亿美元的资本支出。
2024 年第四季度,公司的净销售实现价格为 63.15 美元/桶油当量,而上一季度为 66.70 美元/桶油当量,2023 年第四季度为 73.28 美元/桶油当量。公司净销售实现价格环比下降主要是由于布伦特基准油价下跌、油价差异缩小以及购买稀释剂和石油的成本上升,但特许权使用费下降和油价风险管理合同实现收益部分抵消了这一影响。该公司 2024 年的净销售实现价格为 68.08 美元/桶油当量,而 2023 年为 69.15 美元/桶油
当量。该公司 2024 年第四季度的经营净回值为 39.00 美元/桶油当量,而上一季度为 40.59 美元/桶油当量,2023 年第四季度为 47.51 美元/桶油当量。下降是由于净销售实现价格下降,但生产成本(不包括能源成本)和运输成本的下降部分抵消了这一下降。截至 2024 年 12 月 31 日止年度的营业净回值为 42.24 美元/桶油当量,而 2023 年为 44.69 美元/桶油当量。
扣除已实现外汇对冲影响后,2024 年第四季度的生产成本(不包括能源成本)平均为 7.66 美元/桶油当量,而上一季度为 8.88 美元/桶油当量,2023 年第四季度为 9.69 美元/桶油当量。生产成本的下降是由于本季度强有力的成本控制、更高的产量和减少的井下干预活动。
扣除已实现外汇对冲影响后,2024 年第四季度的能源成本平均为 5.29 美元/桶油当量,而上一季度为 5.11 美元/桶油当量,高于 2023 年第四季度的 5.06 美元/桶油当量。本季度的增长与重质原油产量水平的提高有关,但 2024 年签署的固定价格合同部分抵消了这一增长。
扣除已实现外汇对冲影响后,2024 年第四季度的运输成本平均为 11.20 美元/桶油当量,而上一季度为 12.12 美元/桶油当量,高于 2023 年第四季度的 11.02 美元/桶油当量。本季度运输成本下降是由于运输量减少,这主要归因于国内井口销售改善。2024
年第四季度的 ODL 运输量为 235,528 桶/天,而 2024 年第三季度为 243,997 桶/天,下降的主要原因是通过管道运输的 Llanos 34 产量下降。
2024 年第四季度,巴伊亚港液体原油总量为 61,990 桶/天,而第三季度为 46,964 桶/天。本季度产量增加与水道水位提高、进入港口的交通流量改善以及从 Ecopetrol 收到的额外产量有关。
2024 年第四季度调整后的基础设施 EBITDA 为 2750 万美元,而 2024 年第三季度为 2620 万美元。2024

年年末储量评估
Frontera 宣布了其截至 2024 年 12 月 31 日的年度独立储量评估结果,该评估由 D&M 根据加拿大石油和天然气评估手册中的定义、标准和程序进行。由石油评估工程师协会 (卡尔加里分会) 维护 (“COGE 手册”)、国家文书 51-101 - 石油和天然气活动披露标准 (“NI 51-101”) 和 CSA 工作人员通知 51-324,并基于储量报告 (定义如下)。截至 2024 年 12 月 31 日,公司所有已预订储量均位于哥伦比亚和厄瓜多尔。

主要亮点:

新增 200 万桶油当量的 2P 总储量,公司 2P 总储量为 15130 万桶油当量,其中重质原油占 67%,轻质和中质原油占 21%,常规天然气占 9%,天然气液占 3%,而 2023 年 12 月 31 日为 16410 万桶油当量。2024
年底已探明开发生产储量为 3670 万桶油当量,已探明开发生产储量替代率为 78%。
三年平均总 PDP、1P 和 2P 储量替代率分别为 111%、60% 和 40%。1P

总储量寿命指数为 6.8 年,而 2023 年 12 月 31 日为 7.3 年,2P 储量寿命指数为 10.3 年,而 2023 年 12 月 31 日为 11.4 年。
截至 2024 年 12 月 31 日,公司 2P 储量的 NPV(按税前 10% 折现)为 34 亿美元(22.4/2P 桶油当量),而截至 2023 年 12 月 31 日为 35 亿美元(21.6/2P 桶油当量)。2P 储量的 NPV10 小幅下降主要是由于储量减少,但每桶油当量的 NPV10 增加了 4%,这得益于运营效率、开发计划优化和未来开发成本降低。
截至 2024 年 12 月 31 日,2P 储量的未来开发成本减少了 2.28 亿美元至 10 亿美元,而截至 2023 年 12 月 31 日为 12.5 亿美元。减少的主要原因是公司专注于持续生产、价值重于数量和优化开发计划。

Frontera 的可持续发展战略

Frontera 成功实现了 2024 年可持续发展目标的 100%,标志着其迈向 2028 年目标的第一个里程碑。

在环境成就方面,公司恢复、保护和保存了 769 公顷土地,并重新循环了 35.2% 的运营用水,并利用了 43.4% 的产生废物。

关于公司在健康和安全方面的社会贡献,Frontera 实现了有史以来最好的总可记录事故率 (TRIR) 表现,与上一年相比减少了 6%。

继第四项社会投资之后,该公司在社会项目中投资了约 410 万美元,惠及了其运营附近的 66,303 人,并与去年相比增加了 2% 的当地承包商采购量。

同样在 2024 年,Frontera 被 Great Place to Work 评为哥伦比亚最适合工作的 20 家公司之一。
在治理方面,公司实施了有效的网络安全计划,保持了零重大网络安全事故率。 2024 年,Frontera 连续第四次被 Ethisphere 评为最具商业道德的公司之一。

提高股东回报
公司履行了向股东返还资本的承诺。总体而言,自 2024 年以来,公司的努力已向股东返还了 8300 万美元,其中包括 1510 万美元的股息、780 万美元的普通股回购(通过其正常发行人竞标(“NCIB”)计划)、3100 万美元(通过其 2024 年 10 月完成的大量发行人竞标(“SIB”))以及 2025 年 1 月完成的额外 3000 万美元 SIB。两项 SIB 交易均实现了超过 90% 的股东参与度。该公司还收购了 600 万美元的高级无担保票据,平均回购价格为 80.15%。

自 2022 年以来,公司已通过正常发行人竞标、大量发行人竞标和股息向股东返还了超过 1.8 亿美元。

公司将继续考虑 2025 年的未来投资者计划,包括潜在的额外股息、分配或债券回购,这些计划将基于我们业务的整体业绩、油价、现金流产生和公司的战略目标。SIB

:2024 年 9 月 4 日,公司宣布了一项 SIB,通过该 SIB,公司以每股 12.00 加元的购买价格回购 3,375,000 股股票以供注销,总成本约为 3100 万美元。要约于 2024 年 10 月 17 日到期,有效投标的股份总数为 77,565,602 股。投标的股东约有 4.35% 的股份被公司购买。2024

年 12 月 16 日,公司宣布了另一项 SIB,通过该 SIB,公司以每股 12.00 加元的购买价格回购 3,500,000 股股票以供注销,总成本约为 3000 万美元。该要约于 2025 年 1 月 24 日到期,有效投标的股份总数为 73,083,094 股。投标股东的股份中约有 4.79% 被公司购买。NCIB

:根据公司 NCIB(于 2023 年 11 月 21 日开始,2024 年 11 月 20 日到期),Frontera 被授权回购最多 3,949,454 股普通股以取消。2024 年,公司回购了约 1,271,600 股普通股以取消,约占其普通股的 1.6%,回购金额为 780 万美元。Frontera

还宣布,公司打算向多伦多证券交易所提交意向通知,开始对其普通股进行正常发行人竞标(“NCIB”)。经多伦多证券交易所批准后,公司将根据 NCIB 的规定,在 NCIB 生效后的 12 个月内,购买最多相当于以下两者中较大者的普通股数量:(a) 公司已发行和流通在外的普通股的 5%;(b) 公司“公众流通股”的 10%(该术语定义见多伦多证券交易所公司手册)。

股息:根据 Frontera 的股息政策,Frontera 董事会已宣布每股普通股 0.0625 加元的股息,将于 2025 年 4 月 16 日左右支付给 2025 年 4 月 2 日营业结束时登记在册的股东。

根据《加拿大所得税法》,向股东支付的股息被指定为“合格股息”。该股息符合公司股息再投资计划的条件,该计划为居住在加拿大的 Frontera 股东提供了一种选择,让他们可以将其普通股上宣布的现金股息自动再投资到额外的普通股中,而无需支付经纪佣金或服务费

债券回购:2024 年,公司在公开市场以现金回购了 500 万美元的 2028 年无担保票据,总现金对价为 400 万美元,并确认了 100 万美元的收益。因此,截至 2024 年 12 月 31 日,2028 年无担保票据的账面价值为 3.898 亿美元。

本季度之后,公司又回购了 100 万美元的 2028 年无担保票据。

战略替代方案审查流程:公司基础设施业务的战略替代方案审查即将进入最后阶段。自 2024 年 5 月推出以来,公司已经准备了一个虚拟数据室,举行了管理层演示,并与多个感兴趣的第三方进行了讨论。公司正在努力完成其审查过程,分析各种方案,并将在适当的时候公布其结果。Frontera 已聘请高盛公司 (Goldman Sachs & Co. LLC) 担任战略替代方案审查的财务顾问。不能保证这一战略替代审查程序一定会促成交易。2025

年运营更新

2025 年第一季度迄今为止的产量约为 40,400 桶油当量/天,主要原因是 2024 年底轻质和中质资产内发生意外井故障。这些问题正在得到解决,公司仍然有信心实现 2025 年的生产指导。

在勘探方面,Greta Norte-1 井于 2025 年 1 月 18 日钻探,于 2025 年 2 月 5 日达到总深度 12,174 英尺 MD。综合钻井数据和岩石物理解释确定了 12.5 英尺的净产层,该井目前处于评估阶段。

Frontera 的三大核心业务
Frontera 的三大核心业务包括:(1) 哥伦比亚和厄瓜多尔上游陆上业务,(2) 独立且不断增长的哥伦比亚基础设施业务,以及 (3) 具有潜在变革性的圭亚那近海圭亚那勘探业务。

哥伦比亚和厄瓜多尔 上游

哥伦比亚陆上
2024 年第四季度,Frontera 在哥伦比亚的业务中生产了 40,656 桶油当量/天(包括 27,740 桶/天重质原油、10,484 桶/天轻质和中质原油、2,633 百万立方英尺/天常规天然气和 1,970 桶油当量/天天然气液)。2024

年第四季度,该公司在 Sabanero 区块钻探了 2 口开发井,并在其他 9 口区块完成了油井干预。

目前,该公司在哥伦比亚的 Sabanero、Quifa 和 CPE-6 区块拥有 1 台钻井机和 3 台干预钻机。Quifa

区块:Quifa SW 和 Cajua
在 Quifa,2024 年第四季度重质原油产量平均为 16,890 桶/天(包括 Quifa 和 Cajua)。公司在该区块投资了新的和改进的流水线设施,以支持新井的生产和 SAARA 连接。2024

年,公司在 Quifa(包括 SAARA)平均每天处理约 160 万桶水。CPE

-6
在 CPE-6,2024 年第四季度重质原油产量平均约为 8,466 桶/天,比 2024 年第三季度的 7,459 桶/天增长 14%。在本季度,公司还实现了创纪录的 8,933 桶/天的日产量。

年内,公司投资扩建开发设施,包括将 CPE-6 区块的水处理能力扩大到 360Mwpd。

2024 年,该公司在 CPE-6 平均每天处理约 25.7 万桶水。

哥伦比亚其他发展情况
在 Guatiquia,2024 年第四季度轻质和中质原油平均产量为 5,690 桶/天,而 2024 年第三季度为 5,801 桶/天。

在 Cubiro 区块,2024 年第四季度轻质和中质原油平均产量为 1,310 桶/天,而 2024 年第三季度为 1,447 桶/天。

在 VIM-1(Frontera 50% WI,非运营商),2024 年第四季度轻质和中质原油平均产量为 1,883 桶/天,而 2024 年第三季度轻质和中质原油平均产量为 1,934 桶/天。

在 Sabanero 区块,2024 年第四季度重质原油平均产量为 2,384 桶/天,而 2024 年第三季度为 1,075 桶/天2024 年第三季度。公司在第四季度钻探了 2 口开发井,并投资扩建了区块设施。

哥伦比亚勘探资产
2024 年第四季度,公司的勘探重点仍然放在哥伦比亚的下马格达莱纳谷和亚诺斯盆地。在 Cachicamo 区块,Papilio-1 井于 2024 年 12 月 31 日开钻,到 2025 年 1 月 8 日达到总深度 8,580 英尺 MD。钻井数据和岩石物理解释的综合确定了 21.5 英尺的净产层,初步生产测试于 2025 年 1 月 18 日开始,日产量为 100 桶,BSW 为 96%,目前该井日产量约为 135 桶,BSW 为 97%。

在 VIM-1 区块,正在与当局和社区进行持续讨论,以在 2025 年钻探 Hidra-1 井。

在 Llanos 119 区块,80 平方公里 3D 地震数据的初步结果低于公司预期。Frontera 已要求转让该区块的承诺并随后放弃。此外,该公司还在 Llanos-99 和 VIM-46 区块从事与社会和环境研究相关的地震前和钻井前活动。

厄瓜多尔
在厄瓜多尔,2024 年第四季度轻质和中质原油的平均产量约为 1,750 桶/天,而上一季度为 1,776 桶/天。

在 Espejo 区块,Espejo Sur-B3 井继续进行长期测试,总产量为 437 桶/天,BSW 为 71%。该开发计划正在 2025 年第一季度进行评估。

2. 哥伦比亚基础设施
Frontera 的哥伦比亚基础设施部门包括公司通过 Frontera 的全资子公司 PIL 在 ODL 管道中拥有的 35% 股权以及公司在巴伊亚港的 99.97% 的权益。从 2024 年开始,哥伦比亚基础设施部门还包括公司的反渗透水处理设施 (SAARA) 及其棕榈油种植园 (ProAgrollanos)。2025

年 3 月 5 日,ODL 股东大会宣布派发 1.52 亿美元的股息(Frontera 净派息 5,330 万美元),派息率为 100%,将于 2025 年支付。

在巴伊亚港,与 Reficar 炼油厂的连接预计将于 2025 年第二季度投入运营。关于 LPG 进口项目,已经组建了工作组,正在进行详细的工程工作。

Frontera 在 2024 年第四季度在其 SAARA 反渗透水处理设施每天处理 78,716 桶水,并在 11 月达到每天 185,000 桶水的峰值。

公司继续执行其战略重点,支持业务的长期增长和可持续性。

基础设施哥伦比亚分部业绩
2024 年第四季度调整后的基础设施 EBITDA 为 2750 万美元,而 2024 年第三季度为 2620 万美元。

截至 2024 年 12 月 31 日的三个月内,分部资本支出为 2600 万美元,主要与在巴伊亚港的投资有关,包括 (i) Reficar 连接项目的实施,包括工程和土木工程、与项目通行权相关的成本,其中包括 (ii) 油箱大修,以及 (iii) 普通货运码头设备和设施;以及 (iv) 对 SAARA 项目的投资。

套期保值更新
作为风险管理策略的一部分,Frontera 使用衍生商品工具对部分石油产量进行对冲,以管理价格波动风险。公司的策略旨在使用有上限和无上限的组合工具保护其扣除特许权使用费后的估计净产量的 40-60%,以保护公司的收入创造和现金状况,同时最大限度地提高上行空间,从而使公司能够采取更具活力的方式管理其对冲投资组合。

关于 Frontera 2024 年年底的估计储量
D&M 在其 2025 年 2 月 6 日的报告(生效日期为 2024 年 12 月 31 日)中评估了公司 2024 年年底的估计储量(“储量报告”),根据 COGE 手册、NI 51-101 和 CSA 员工通知 51-324 中包含的定义、标准和程序。 D&M 是 NI 51-101 定义的独立合格储量评估机构。NI

51-101 要求的其他储量信息将包含在公司 51-101F1 表上的储量数据和其他石油和天然气信息声明中,该声明预计将于 2025 年 3 月 10 日提交给 SEDAR。请参阅本新闻稿末尾“咨询”中的“有关石油和天然气信息的咨询说明”部分。2024

年第四季度和年终财务业绩、年终储量和运营更新电话会议详情

投资者和分析师电话会议将于 2025 年 3 月 10 日星期一东部时间上午 11:30 举行。与会者包括董事会主席 Gabriel de Alba、首席执行官 Orlando Cabrales、首席财务官 Rene Burgos 和其他高级管理团队成员。

欢迎分析师和投资者使用以下拨入号码参与:

RapidConnect URL:
https://emportal.ink/4k5ohlq

参与者号码(北美免费电话):

1-888-510-2154

参与者号码(哥伦比亚免费电话):
+57-601-489-8375

参与者号码(国际):
1-437-900-0527

会议 ID:
12268

网络广播 URL:
www.fronteraenergy.ca

电话会议重播将持续到 2025 年 3 月 17 日东部时间晚上 11:59。

Encore 免费拨入号码:
1-888-660-6345

国际拨入号码:
1-289-819-1450

Encore ID:
12268

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原文链接/GulfOilandGas

Frontera Announces 4th Quarter & Year End 2024 Results

Source: www.gulfoilandgas.com 3/10/2025, Location: South America

Recorded Full Year 2024 Net Loss of $24.2 Million and $116.7 Million in Income from Operations
Generated Full Year 2024 Operating EBITDA of $424 Million
Delivered On All 2024 Guidance Metrics, Including Annual Production of 40,288 Boe/d, Average Q4 2024 Production of 42,406 boe/d and Average Production Cost of $9.34/boe for 2024
Recorded 151.3 Million Boe 2P Gross Reserves and 100.6 Million Boe 1P Gross Reserves
1P Reserves Replacement Ratio for 2024 of 45%
2.5 Years PDP, 6.8 Years 1P and 10.3 2P Gross Reserve Life Index
$3.4 Billion 2P Net Present Value Before Tax Discounted at 10% as at December 2024
Generated Full Year Adjusted Infrastructure EBITDA of $107 Million and $55 Million Segment Income
ODL Declared $152 Million in Dividends ($53.3 million, Net to Frontera), a 100% 2024 Payout Ratio, Payable in 2025
Returned Over $180 Million to Shareholders Since 2022
Successfully Achieved 100% of its 2024 Sustainability Goals, Including Best Ever Total Recordable Incident Rate ("TRIR") Performance
Declared Quarterly Dividend of C$0.0625 Per Share, or $3.4 Million in Aggregate, Payable on or around April 16, 2025

Frontera Energy Corporation ("Frontera" or the "Company") reported financial and operational results for the fourth quarter and year ended December 31, 2024, announced the results of its annual independent reserves assessment conducted by DeGolyer and MacNaughton Corp ("D&M") and provided an operational update. All financial amounts in this news release and in the Company's financial disclosures are in United States dollars, unless otherwise stated. All of the Company's booked reserves for the year ended December 31, 2024, are located in Colombia and Ecuador.


Gabriel de Alba, Chairman of the Board of Directors, commented:

"2024 was another strong year for Frontera as the Company achieved all its key guidance targets while returning over $83 million to its shareholders from 2024 thru today.

The Company generated full year Operating EBITDA of $424 million, and closed the year with a strong balance sheet, including a $223 million cash position. Additionally, the Company reduced its total consolidated debt and lease liabilities by more than $30 million, including repurchasing $5 million of its 2028 Senior Unsecured Notes. Both S&P and Fitch reaffirmed Frontera's B+ and B credit rating, respectively, and stable outlook, highlighting the Company's sound credit quality, strong financial position, and industry-low leverage levels.

During the year, the Company's Infrastructure business generated $107 million of Adjusted Infrastructure EBITDA, and achieved several key milestones, including the announcement of a new LPG joint venture with Industrias Gasco and the construction of the Reficar connection, which is expected to be operational by the second quarter 2025. Importantly, Frontera's strategic review of its Infrastructure business is nearing conclusion, and the Company is analyzing various options and will communicate results in due course.


With respect to our Guyana business, the Company remains firmly of the view that its interests in, and the Petroleum Prospecting License for the Corentyne block offshore Guyana ("License") for the Corentyne block remain in place and in good standing, as the Petroleum Agreement has not been terminated. The Joint Venture is assessing all legal options available to it to assert its rights.

In January 2025, the Company repurchased an additional $30 million in common shares via another substantial issuer bid. Since 2022, the Company has returned over $180 million to its shareholders through normal course issuer bids, substantial issuer bids and dividends The Company will continue to consider future investor initiatives throughout the year, including potential additional dividends, distributions, or bond buybacks, based on the overall results of the business, oil prices, cash flow generation and the Company's strategic goals."

Orlando Cabrales, Chief Executive Officer (CEO), Frontera, commented:

"In 2024, we successfully executed our strategy generating positive results. Driven by successful drilling campaigns in the CPE-6 block, where we reached another record daily production level of almost 9,000 boe/d in the fourth quarter, and Sabanero which saw production increase to 2,384 boe/d in the fourth quarter, we delivered our production targets for the year. For the full year 2024, water processing volumes in SAARA averaged approximately 44,000 barrels of water per day, and during the fourth quarter, SAARA water processing volumes reached an average of 79,000 barrels of water per day. On the cost side, despite inflationary pressures, the Company achieved all its cost guidance targets, including production cost per boe, which averaged $9.34/boe due to strong cost controls.


Our strategy of value over volumes in our upstream Colombia and Ecuador business supported delivery of 100.6 million boe 1P and 151.3 million boe 2P gross reserves at year end 2024. The net present value of the Company's 2P reserves discounted at 10% before tax was $3.4 billion or $22.4/boe at December 31, 2024 and Frontera's NPV10 per boe grew by 4% year over year driven by our focus on operational efficiencies, optimization of development plans and reduced future development costs.

In our infrastructure business, ODL transported over 243,000 bbl/day while generating $274 million in full year EBITDA. Proportional to our 35% equity interest in the pipeline, we received over $60 million in capital distributions and our Adjusted Infrastructure EBITDA benefited from $96 million associated with ODL's EBITDA. Puerto Bahia generated approximately $15 million in operating EBITDA, supported by effective port operations cost controls. We look forward to commissioning and start-up of the Reficar Connection this year.

Importantly, we continue to sustainably achieve our operating objectives, achieving 100% of our 2024 sustainability goals, including restoring and preserving 769 hectares of land, achieving our best Total Recordable Incident Rate performance ever and being recognized for the fourth time as one of the world's most ethical companies by Ethisphere

Year-to-date 2025 production is approximately 40,400 barrels per day. The decrease from fourth quarter 2024 volumes is due to unexpected well failures within our Light and Medium assets occurring near the end of 2024. These issues are being addressed, and we remain confident in meeting our 2025 production guidance.

In 2025, our focus remains on executing our recently announced plan, delivering sustainable production, solid operational and financial results and enhancing investor returns."

Fourth Quarter and Full Year 2024 Operational and Financial Results:


The Company recorded a net loss of $29.4 million or $0.36/share in the fourth quarter of 2024, compared with a net income of $16.6 million or $0.20/share in the prior quarter and net income of $92.0 million or $1.08/share in the fourth quarter of 2023. For the year ended December 31, 2024, the Company reported net loss of $24.2 million, compared to net income of $193.5 million for the year ended December 31, 2023. Net loss for the fourth quarter included income tax expense of $33.4 million (including $36.5 million of deferred income tax expenses), finance expenses of $21.8 million, $8.9 million related to loss on risk management contracts, and foreign exchange loss of $1.8 million, partially offset by income from operations of $14.9 million (net of a non cash impairment expense of $30.1 million) and $13.2 million from share of income from associates.
Production averaged 42,406 boe/d in the fourth quarter of 2024, up 4% compared to 40,616 boe/d in the prior quarter and 39,267 boe/d in the fourth quarter of 2023. In 2024, Frontera's production averaged 40,288 boe/d, within the Company's guidance of 40,000 - 42,000 boe/d
Operating EBITDA was $113.5 million in the fourth quarter of 2024 compared to $103.2 million in the prior quarter and $121.0 million in the fourth quarter of 2023. The increase in Operating EBITDA compared to the prior quarter was mainly due to lower production costs (excluding energy costs) and transportation costs, partially offset by lower Brent oil prices and higher oil price differentials during the quarter. Frontera's average Brent oil price was $79.33 in 2024, generating $424.2 million of EBITDA within the Company's guidance range of $400 - $450 million (estimated at $80/bbl Brent).
Cash provided by operating activities in the fourth quarter of 2024 was $168.7 million, compared to $124.6 million in the prior quarter and $73.4 million in the fourth quarter of 2023.
The Company reported a total cash position of $222.8 million at December 31, 2024, compared to $240.3 million at September 30, 2024 and $190.0 million at December 31, 2023. The Company generated $510.0 million of cash from operations in 2024, compared to $411.8 million in 2023. During the year, the Company primarily invested $318 million of capital expenditures, and paid $74.8 million in net debt service payments, $4 million to repurchase senior notes and $50 million in shareholder distributions.

As at December 31, 2024, the Company had a total crude oil inventory balance of 1,029,466 bbls compared to 1,315,384 bbls at September 30, 2024. As of December 31, 2024, the Company had a total inventory balance in Colombia of 501,778 barrels, including 248,985 crude oil barrels and 252,793 barrels of diluent and others. This compares to 777,158 as of September 30, 2024, and 551,715 barrels as at December 31, 2023. The decrease in inventory balance was primarily due to higher sales during the quarter.
Capital expenditures were approximately $85.9 million in the fourth quarter of 2024, compared with $82.4 million in the prior quarter and $82.3 million in the fourth quarter of 2023. During the fourth quarter, the Company drilled 2 development wells at its Sabanero block. For the full year 2024, the Company drilled a total of 68 wells (including two injector wells) at the Quifa, CPE-6, Sabanero and Perico block, and executed capital expenditures of approximately $318 million within the Company's guidance of $272 - $335 million.
The Company's net sales realized price was $63.15/boe in the fourth quarter of 2024, compared to $66.70/boe in the prior quarter and $73.28/boe in the fourth quarter of 2023. The decrease in the Company's net sales realized price quarter over quarter was mainly driven by lower Brent benchmark oil prices, weaker oil price differentials and higher cost of diluent and oil purchased, partially offset by lower royalties and realized gains from oil price risk management contracts. The Company's net sales realized price in 2024 was $68.08/boe compared to $69.15/boe in 2023.
The Company's operating netback was $39.00/boe in the fourth quarter of 2024, compared with $40.59/boe in the prior quarter and $47.51/boe in the fourth quarter of 2023. The decrease was a result of lower net sales realized prices, partially offset by a decrease in production costs (excluding energy cost) and transportation cost. The Operating netback for the year ended December 31, 2024, was $42.24/boe, compared to $44.69/boe in 2023.
Production costs (excluding energy cost), net of realized FX hedge impact, averaged $7.66/boe in the fourth quarter of 2024, compared with $8.88/boe in the prior quarter and $9.69/boe in the fourth quarter of 2023. The decrease in production costs was driven by strong cost controls, higher production and reduced well intervention activities during the quarter.
Energy costs, net of realized FX hedging impacts, averaged $5.29/boe in the fourth quarter of 2024, compared to $5.11/boe in the prior quarter and up from $5.06/boe in the fourth quarter of 2023. The increase during the quarter was related to greater heavy crude oil production levels partially offset by fixed-price contracts signed during the year 2024.
Transportation costs, net of realized FX hedging impacts, averaged $11.20/boe in the fourth quarter of 2024, compared with $12.12/boe in the prior quarter and up from $11.02/boe in the fourth quarter of 2023. The decrease in transportation costs during the quarter was the result of lower volumes transported primarily attributed to improved domestic wellhead sales.
ODL volumes transported were 235,528 bbl/d during the fourth quarter of 2024, compared to 243,997 in the third quarter of 2024, the decreased was mainly due to lower production from Llanos 34 transported through the pipeline.
Total Puerto Bahia liquids volumes were 61,990 bbl/d during the fourth quarter compared to 46,964 bbl/d the third quarter of 2024. The increase in volumes during the quarter was related to improved waterway levels improving traffic flows into the port as well as additional volumes received from Ecopetrol.
Adjusted Infrastructure EBITDA in the fourth quarter of 2024 was $27.5 million, compared to $26.2 million in the third quarter 2024.

2024 Year End Reserves Evaluation
Frontera announced the results of its annual independent reserves assessment for the year ended December 31, 2024, conducted by D&M in accordance with the definitions, standards and procedures contained in the Canadian Oil and Gas Evaluation Handbook maintained by the Society of Petroleum Evaluation Engineers (Calgary Chapter) (the "COGE Handbook"), National Instrument 51-101 - Standards of Disclosure for Oil and Gas Activities ("NI 51-101") and CSA Staff Notice 51-324, and are based on the Reserves Report (as defined below). All of the Company's booked reserves for the year ended December 31, 2024, are located in Colombia and Ecuador.

Key Highlights:

Added 2 MMboe of 2P gross reserves, for total Company 2P gross reserves of 151.3 MMboe consisting of 67% heavy crude oil, 21% light and medium crude oil, 9% conventional natural gas and 3% natural gas liquids, compared to 164.1 MMboe at December 31, 2023.
2024 year-end gross proved developed producing reserves are 36.7 MMboe and the proved developed producing reserves replacement ratio was 78%.
Delivered three-year average gross PDP, 1P and 2P Reserves Replacement Ratio of 111%, 60% and 40%, respectively.

Delivered a 1P gross reserves life index of 6.8 years compared to 7.3 years at December 31, 2023, and a 2P reserves life index of 10.3 years compared to 11.4 years at December 31, 2023.
The NPV of the Company's 2P reserves, discounted at 10% before tax, is $3.4 billion ($22.4/2P boe) at December 31, 2024, compared to $3.5 billion ($21.6/2P boe) at December 31, 2023. The small decrease in NPV10 for the 2P reserves is primarily due to the reserves decrease, however the NPV10 per boe increased by 4% driven by operational efficiencies, optimization of development plans and reduced future development costs.
Reduced the future development cost for 2P reserves by $228 million to $1 billion at December 31, 2024, compared to $1.25 billion at December 31, 2023. The reduction is primarily due to the Company's focus on sustained production, value over volumes and optimized development plans.

Frontera's Sustainability Strategy

Frontera successfully achieved 100% of its 2024 sustainability goals, marking the first milestone towards its 2028 goals.

On environmental achievements, the Company restored, protected and preserved 769 hectares of land, as well as recirculated 35.2% of its operational water and utilized 43.4% of generated waste.

Regarding the Company's social contributions, in health and safety, Frontera achieved its best Total Recordable Incident Rate ("TRIR") performance ever, with a 6% reduction compared to the previous year.

Following its fourth social investment lines, it invested approximately $4.1 million in social projects, benefiting 66,303 people near its operations, and increased local purchases from local contractors by 2% compared to last year.

As well in 2024, Frontera was ranked among the top 20 best companies to work in Colombia by Great Place to Work
On the governance front, the Company implemented an effective cybersecurity plan, maintaining a zero rate of material cybersecurity incidents. For the fourth consecutive time, Frontera during 2024 was recognized as one of the most ethical companies by Ethisphere.

Enhancing Shareholder Returns
The Company delivered on its commitment to return capital to shareholders. In total, the Company efforts have resulted in the returned of $83 million to its shareholders since 2024 including $15.1 million in dividends, $7.8 million in common shares repurchases through its normal course issuer bid ("NCIB") program, $31 million through its substantial issuer bid ("SIB") completed in October 2024 and an additional $30 million SIB completed in January 2025. Both SIB transactions achieved over 90% shareholder participation. The Company has also acquired $6 million in Senior Unsecured Notes achieving an average repurchase price of 80.15%.

Since 2022, the Company has returned over $180 million to its shareholders through normal course issuer bids, substantial issuer bids and dividends.

The Company continues to consider future investor initiatives in 2025, including potential additional dividends, distributions, or bond buybacks, based on the overall results of our businesses, oil prices, cash flow generation and the Company's strategic goals.

SIB: On September 4, 2024, the Company announced an SIB through which the Company bought back 3,375,000 shares for cancellation at a purchase price of CAD$12.00 per share for an aggregate cost of approximately $31 million. The offer expired on October 17, 2024, with a total of 77,565,602 shares validly tendered. Shareholders who tendered had approximately 4.35% of their shares purchased by the Company.

On December 16, 2024, the Company announced another SIB, through which the Company bought back 3,500,000 shares for cancellation at a purchase price of CAD$12.00 per share for an aggregate cost of approximately $30 million. The offer expired on January 24, 2025, with a total of 73,083,094 shares validly tendered. Shareholders who tendered had approximately 4.79% of their shares purchased by the Company.

NCIB: Under the Company's NCIB which commenced on November 21, 2023, and expired on November 20, 2024, Frontera was authorized to repurchase for cancellation up to 3,949,454 of its common shares. In 2024, the Company repurchased approximately 1,271,600 common shares for cancellation, or approximately 1.6% of its common shares, for $7.8 million.

Frontera also announces that the Company intends to file with the TSX a notice of intention to commence a normal course issuer bid for its Common Shares (the "NCIB"). Subject to the acceptance of the TSX, the Company would be permitted under the NCIB to purchase, for cancellation, up to that number of Common Shares equal to the greater of (a) 5% of the Company's issued and outstanding Common Shares, and (b) 10% of the Company's "public float" (as such term is defined in the TSX Company Manual), during the 12-month period following commencement of the NCIB.

Dividend: Pursuant to Frontera's dividend policy, Frontera's Board of Directors has declared a dividend of C$0.0625 per common share to be paid on or around April 16, 2025, to shareholders of record at the close of business on April 2, 2025.

This dividend payment to shareholders is designated as an "eligible dividend" for purposes of the Income Tax Act (Canada). This dividend is eligible for the Company's Dividend Reinvestment Plan which provides shareholders of Frontera who are resident in Canada with the option to have the cash dividends declared on their common shares reinvested automatically back into additional common shares, without the payment of brokerage commissions or services charges

Bond Buybacks: In 2024, the Company repurchased in the open market $5 million of its 2028 Unsecured Notes for cash, for a total cash consideration of $4.0 million and recognizing a gain of $1 million. As a result, the carrying value for the 2028 Unsecured Notes as of December 31, 2024, is $389.8 million.

Subsequent to the quarter, the Company repurchased an additional $1 million of its 2028 Unsecured Notes.

Strategic Alternatives Review Processes: The Company's strategic alternatives review for its Infrastructure business is reaching its final stages. Since its launch in May 2024, the Company has prepared a virtual data room, held management presentations and engaged in discussions with several interested third parties. The Company is working diligently to conclude its review process analyzing various options and will communicate its outcome when appropriate. Frontera has retained Goldman Sachs & Co. LLC as financial advisor in connection with the strategic alternatives review. There can be no guarantee that this strategic alternative review process will result in a transaction.

2025 Operational Update

Q1 2025 production to date is approximately 40,400 boe/d, mainly due to unexpected well failures within the Light and Medium assets occurring near the end of 2024. These issues are being addressed, and the Company remains confident in meeting the 2025 production guidance.

On the exploration side, The Greta Norte-1 well was drilled on January 18, 2025, and reached a total depth of 12,174 feet MD on February 5, 2025. Integration of drilling data and petrophysical interpretation identified 12.5 feet of net pay, and the well is currently in evaluation phase.

Frontera's Three Core Businesses
Frontera's three core businesses include: (1) its Colombia and Ecuador Upstream Onshore business, (2) its standalone and growing Colombian Infrastructure business, and (3) its potentially transformational Guyana Exploration business offshore Guyana.

Colombia & Ecuador Upstream Onshore

Colombia
During the fourth quarter of 2024, Frontera produced 40,656 boe/d from its Colombian operations (consisting of 27,740 bbl/d of heavy crude oil, 10,484 bbl/d of light and medium crude oil, 2,633 mcf/d of conventional natural gas and 1,970 boe/d of natural gas liquids).

In the fourth quarter of 2024, the Company drilled 2 development wells at the Sabanero block and completed well interventions at 9 others.

Currently, the Company has 1 drilling rigs, and 3 intervention rigs active at its Sabanero, Quifa and CPE-6 blocks in Colombia.

Quifa Block: Quifa SW and Cajua
At Quifa, fourth quarter 2024 production averaged 16,890 bbl/d of heavy crude oil (including both Quifa and Cajua). The Company invested new and improved flow lines facilities in the block to support production for new wells and the SAARA connection.

In 2024, the Company has handled an average of approximately 1.6 million barrels of water per day in Quifa including SAARA.

CPE-6
At CPE-6, fourth quarter 2024 production averaged approximately 8,466 bbl/d of heavy crude oil, increasing 14% from 7,459 bbl/d during the third quarter of 2024. During the quarter, the Company also achieved record daily production of 8,933 bbl/d.

During the year, the Company invested in the expansion of development facilities including the expansion of water handling capacity to 360Mwpd at the CPE-6 block.

During 2024, the Company handled an average of approximately 257 thousand barrels of water per day in CPE-6.

Other Colombia Developments
At Guatiquia, production during the fourth quarter 2024 averaged 5,690 bbl/d of light and medium crude compared with 5,801 bbl/d in the third quarter of 2024.

In the Cubiro block production averaged 1,310 bbl/d of light and medium crude oil in the fourth quarter of 2024 compared with 1,447 bbl/d in the third quarter 2024.

At VIM-1 (Frontera 50% W.I., non-operator), production averaged 1,883 boe/d of light and medium crude oil in the fourth quarter of 2024 compared to 1,934 boe/d of light and medium crude oil in the third quarter of 2024.

At the Sabanero block, production averaged 2,384 boe/d of heavy oil crude production in the fourth quarter of 2024 compared to 1,075 boe/d in the third quarter of 2024. the Company drilled 2 development wells during the fourth quarter and invested in the expansion of the block facilities.

Colombia Exploration Assets
During the fourth quarter of 2024, the Company's exploration focus remained on the Lower Magdalena Valley and Llanos Basins in Colombia. At the Cachicamo Block, the Papilio-1 well was spud on December 31, 2024, reaching a total depth of 8,580 feet MD by January 8, 2025. Integration of drilling data and petrophysical interpretation identified 21.5 feet of net pay, and initial production testing started on January 18, 2025, with 100 bopd with 96% BSW, well is currently producing approximately 135 bopd with 97% BSW.

At the VIM-1 Block, ongoing discussions with authorities and communities are taking place to drill the Hidra-1 well in 2025.

At the Llanos 119 Block, preliminary results from the seismic of 80 square kilometers of 3D seismic data were below the Company's expectations. Frontera has requested the transfer of commitments in the block and subsequent relinquishment. In addition, the Company is also engaged in pre-seismic and pre-drilling activities related to social and environmental studies in the Llanos-99 and VIM-46 blocks.

Ecuador
In Ecuador, fourth quarter 2024 production averaged approximately 1,750 bbl/d of light and medium crude oil compared to 1,776 bbl/d in the prior quarter.

At the Espejo Block, the Espejo Sur-B3 well continues its long-term tests with a production of 437 bbl/d gross and a BSW of 71%. The development plan is being assessed during the first quarter of 2025.

2. Infrastructure Colombia
Frontera's Infrastructure Colombia Segment includes the Company's 35% equity interest in the ODL pipeline through Frontera's wholly owned subsidiary, PIL and the Company's 99.97% interest in Puerto Bahia. Starting in 2024, the Infrastructure Colombia Segment also includes the Company's reverse osmosis water treatment facility (SAARA) and its palm oil plantation (ProAgrollanos).

On March 5, 2025, ODL's general assembly declared $152 million in dividends ($53.3 million, net to Frontera), a 100% payout ratio, payable in 2025.

On Puerto Bahia, the connection to the Reficar refinery is expected to become operational by the second quarter 2025. With respect to the LPG import project, working groups have been assembled and detailed engineering work is taking place.

Frontera processed 78,716 barrels of water per day at is SAARA reverse osmosis water-treatment facility during the fourth quarter 2024 and peaked at 185,000 barrels of water per day in November.

The Company continues to execute on its strategic priorities supporting the long-term growth and sustainability of the businesses.

Infrastructure Colombia Segment Results
Adjusted Infrastructure EBITDA in the fourth quarter of 2024 was $27.5 million, compared with $26.2 million during the third quarter of 2024.

Segment capital expenditures for the three months ended December 31, 2024, were $26.0 million mostly related to investments at Puerto Bahia including (i) Reficar Connection Project execution, including engineering and civil works, costs related to the project's rights of way, among others (ii) tanks major maintenance, and (iii) general cargo terminal equipment and facilities; and (iv) investments in the SAARA project.

Hedging Update
As part of its risk management strategy, Frontera uses derivative commodity instruments to manage exposure to price volatility by hedging a portion of its oil production. The Company's strategy aims to protect 40-60% of its estimated net after royalties' production using a combination of instruments, capped and non-capped, to protect the revenue generation and cash position of the Company, while maximizing the upside, thereby allowing the Company to take a more dynamic approach to the management of its hedging portfolio.

About Frontera's 2024 Year-End Estimated Reserves
The Company's 2024 year-end estimated reserves were evaluated by D&M in their report dated February 6, 2025, with an effective date of December 31, 2024 (the "Reserves Report"), in accordance with the definitions, standards and procedures contained in the COGE Handbook, NI 51-101 and CSA Staff Notice 51-324. D&M is an independent qualified reserves evaluator as defined in NI 51-101.

Additional reserves information as required under NI 51-101 will be included in the Company's statement of reserves data and other oil and gas information on Form 51-101F1, which is expected to be filed on SEDAR on March 10, 2025. See "Advisory Note Regarding Oil and Gas Information" section in the "Advisories", at the end of this news release.

Fourth Quarter and Year End 2024 Financial Results, Year End Reserves and Operational Update Conference Call Details

A conference call for investors and analysts will be held on Monday, March 10, 2025, at 11:30 a.m. Eastern Time. Participants will include Gabriel de Alba, Chairman of the Board of Directors, Orlando Cabrales, Chief Executive Officer, Rene Burgos, Chief Financial Officer, and other members of the senior management team.

Analysts and investors are invited to participate using the following dial-in numbers:

RapidConnect URL:
https://emportal.ink/4k5ohlq

Participant Number (Toll Free North America):

1-888-510-2154

Participant Number (Toll Free Colombia):
+57-601-489-8375

Participant Number (International):
1-437-900-0527

Conference ID:
12268

Webcast URL:
www.fronteraenergy.ca

A replay of the conference call will be available until 11:59 p.m. Eastern Time on March 17, 2025.

Encore Toll free Dial-in Number:
1-888-660-6345

International Dial-in Number:
1-289-819-1450

Encore ID:
12268

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