People dont care how much the sapuraomv sold, most importantly they invested RM 3billion last time. Now sold with profit for 100% shares.

Sapura will not privetised because need to remain the international status

Any news?

Windy1974 what is that?

PERMODALAN Nasional Bhd (PNB) has assets under management of RM312bil. The money put into SAPURA ENERGY BHD’s fund raising exercise in late 2018 makes up less than 1% of the assets under management.

But it makes up for 90% of the bad publicity that the national investment fund receives in recent weeks

PNB’s decision to put more money into Sapura Energy was made during the tenure of Tan Sri Abdul Wahid Omar and Datuk Abdul Rahman Ahmad. At that time, PNB was also a major shareholder in UMW Oil and Gas Bhd, now known as Velesto Energy Bhd.

Supposed to be

Singor, your father told you ah?

Like Tony said, weather you take my underware or you get nothing. Haircut is for win win. Everyone can earn back rather than no business at all.

（吉隆坡16日讯）消息人士透露，沙布拉能源（SAPNRG，5218，主板能源股）脱售联号公司沙布拉OMV上游公司（Sapura OMV Upstream）50%股权已有最新进展，预计将从阿布扎比国家基金Mubadala和法国能源公司道达尔能源(Total Energies)选出买家。

The Edge财经周刊援引消息人士称，虽然早前确实有其他买家有意购买，不过现如今竞争范围已缩小至两家公司。

据了解，虽然双方的出价相近，不过，Total Energeis的报价，预计略高于Mubadala。

另有消息人士表示，报价只是考虑因素之一，并表示两家公司目前还在同一起跑线上。

问及脱售股权一事，沙布拉能源表示确实有多方对沙布拉OMV上游公司有兴趣，而公司目前确实在进行出售程序。

“然而，碍于维护机密和完整性，我们无法再进一步给出评论。”

至于Total Energies和Mubadala，则没有立即作出回应。

现阶段尚不知沙布拉OMV上游50%的脱售报价，不过，有消息指出，价格预计在12亿美元（约56.5亿令吉）。

报道称，此次脱售是沙布拉能源重组以摆脱PN17的关键。

Tomorrow will break 0.50 and heading yo 0.60, if breaks 0.69 no limit

Synergy Berhad (“the Company”) is pleased to announce that its wholly-owned subsidiary, Trans Resources Corporation Sdn Bhd ("TRC") had on 2nd February 2024 accepted the Letter of Award dated 29th January 2024 from Impeccable Vintage Properties Sdn Bhd, a wholly-owned subsidiary of Khazanah Nasional Berhad. This is in relation to the contract known  as " Proposed Refurbishment of Main Building And Infrastructure Works At Subang Engineering Complex A, Sultan Abdul Aziz Shah Airport At Pt 51814 (Lot 94332), Seksyen U3, 40150 Shah Alam,Mukim Sungai Buloh, District Of Petaling, Selangor Darul Ehsan" for a Contract Sum of RM358,000,000.00 ("the Project").

No injection is 1 to 1

So 2396862023 SHARES x RM 0.41 = RM 982,713,434.35 to be injected?

If you dont want to end up like ikan bilis, please voice up to

Chairman@bursamalaysia.com

SID@bursamalaysia.com

RMCChairman@bursamalaysia.com

伦敦/新加坡（10 月 20 日）：据两位消息人士称，阿布扎比国家基金 Mubadala Investment 和日本石油和天然气勘探公司 Inpex 等公司竞相收购 SapuraOMV，预计这笔交易价值约 12 亿美元（57.3 亿令吉） 具有直接知识。

出售这家总部位于马来西亚的石油和天然气上游公司可能有助于提振因世界经济放缓、利率上升和地缘政治紧张局势等不利因素影响而疲软的全球并购活动。

消息人士补充说，印尼能源公司 Medco Energi 也在争夺 SapuraOMV，这是 Sapura Energy Bhd 和奥地利 OMV 的平等合资企业，投标将于本周到期。

由于此事属于私事，他们拒绝透露姓名。

沙布拉能源拒绝置评。 OMV 和 Inpex 表示不予置评。 穆巴达拉和 Medco 没有立即回应置评请求。

LSEG 数据显示，今年前 9 个月，亚太地区和日本的并购活动同比下降 26%，至 6244 亿美元，创 10 年来新低。

LSEG 数据显示，该地区能源和电力行业的交易活动下降 44.9%，至近 530 亿美元。

Sapura Energy在其2023财年最新年度报告中表示，SapuraOMV通过其两项马来西亚资产SK310-B15和SK408（Gorek、Larak和Bakong）每天生产约30,000桶石油当量（kboepd）。

沙布拉能源在报告中表示，计划中的股权剥离将有助于引进新资本，同时削减债务。

据 OMV 网站称，SapuraOMV 在澳大利亚、墨西哥和新西兰拥有勘探权益，目标是在未来五到八年内通过有机增长和并购活动将产量提高到 100 kboepd。

2018 年 11 月，OMV 表示将投资至多 9.75 亿美元收购 SapuraOMV 50% 的股权，这笔交易旨在推动其亚洲扩张。

Send your email to complain, really unfair to all our minority shareholders

Chairman@bursamalaysia.com

SID@bursamalaysia.com

RMCChairman@bursamalaysia.com

Chairman@bursamalaysia.com

SID@bursamalaysia.com

RMCChairman@bursamalaysia.com

沙布拉能源股票交易受到关注 实践说明 17 (PN17) 分类的 Sapura Energy Bhd (SEB) 的交易量在过去几周有所回升，促使市场观察人士暗示这家石油和天然气服务提供商将出现新股东。 例如，上周二，SEB 的交易量增至 50655 万股，这将其本周的日均交易量推升至 11085 万股。相比之下，7月份该股日均成交量为635万股。即使周二没有大量股票换手，SEB 的交易量也有所回升。 《The Edge》与行业参与者和市场观察人士就SEB突然产生的兴趣进行了渠道调查，结果表明中东一方可能会在公开市场上收购该公司的股票。 值得注意的是，《The Edge》今年3月援引SEB重组的法庭文件显示，来自中东的一方表示有兴趣通过注资18亿令吉现金成为SEB的白衣骑士。据说这位白衣骑士是一家总部位于卡塔尔的石油和天然气实体。

最近，有人猜测阿布扎比国家石油公司（俗称ADNOC）一直在公开市场上增持SEB的股票，但这与该公司正在进行的重组活动无关，目前仍是猜测时间。 SEB在回复《The Edge》关于ADNOC是否购买其股票的电子邮件中表示：“目前，我们的大量股权没有变化。 SEB致力于遵守马来西亚证券交易所制定的披露规则，并将在需要时向股东提供及时和透明的信息。该集团目前的重点是完成债务重组工作并实施运营改进，以确保公司重新获得财务基础，实现未来的可持续发展。” SEB的两大股东分别是持有40%股权的国家控股单位信托机构Permodalan Nasional Bhd (PNB)和持有14%股权的Brothers Capital Sdn Bhd。 Brothers Capital 是丹斯里沙里沙里尔沙姆苏丁和他的兄弟拿督沙里曼沙姆苏丁的公司。 2011 年，沙里尔 (Shahril) 作为最大股东的 SapuraCrest Petroleum Bhd 与 Kencana Petroleum Bhd 合并后，自 SEB 成立以来一直由 Shahril 领导。

与此同时，阿布扎比国家石油公司没有回应《The Edge》的提问。阿布扎比国家石油公司是一家多元化能源集团，业务遍及能源价值链，是一家国家控股实体。 马来西亚证券交易所一家上市石油和天然气公司的首席执行官表示：“我听说是一个中东政党（正在收购 SEB 的股票）……这是有道理的，他们（SEB）以美元赚取收入，他们的资产是建立起来的并以美元交易，但他们的股票以林吉特交易，大约四五仙，几乎没有什么下行空间。” 然而，一位基金经理表示，他对 ADNOC 或任何其他大型石油和天然气公司收购 SEB 持怀疑态度，因为 SEB 属于现金短缺的 PN17 类别。 他表示：“也许在 SEB 重组（定于今年 11 月）以及退出 PN17 后，我会相信 ADNOC 或任何其他方会买入，但目前我对 ADNOC 或任何其他方买入的可能性持怀疑态度。

SEB股价于5月24日触及3仙的52周低点，但上周五反弹50％至4.5仙，市值为7.191亿令吉。按照目前的汇率计算，SEB 的股价低于每股 1 美分。这与该公司截至今年4月底的总资产128亿4000万令吉形成鲜明对比。 尽管拥有庞大的资产基础，SEB 的日子也过得更好。截至2023年4月30日的2024财年第一季度（2024财年第一季度），SEB的收入为9.5173亿令吉，净利润为1.4609亿令吉。去年同期，SEB的收入为8亿8608万令吉，净利润为9193万令吉。 2024 财年第 1 季度的净利润因外汇收益达到 2.1762 亿令吉而受到提振。 截至今年4月底，SEB的现金、存款和银行结余为8亿4019万令吉，短期债务承诺为107亿7000万令吉，没有长期借款。 客观来看，SEB 截至今年 4 月止的三个月的财务成本为 1.8508 亿令吉，高于去年同期的 1.2539 亿令吉。按年计算其财务成本表明，2024 财年的利息支付将达到 7.4034 亿令吉。 截至 2023 年 4 月底，SEB 累计亏损 166.7 亿令吉，导致股东赤字达 33.5 亿令吉。回顾期内，SEB 每股净负债为 21 仙。 一位熟悉SEB发展情况的消息人士表示，该公司几乎所有主要资产都已锁定在租船合同中，这意味着该公司应该能够产生利润，并且之前所有因利润率低或其他挑战而难以兑现的合同都已重新谈判。 与此同时，SEB 的最大股东 PNB 肯定正在屏息以待地关注着这一事件，因为它因进军 SEB 而受到了打击。石油和天然气公司 SEB 在 2018 年进行现金募集，筹集 40 亿令吉后，PNB 持有 SEB 40% 的股份，其中 30 亿令吉通过三股可放弃供股（每股 30 仙）的 5 股可放弃供股筹集，10 亿令吉通过二股发行筹集。 -以每股 41 仙的价格发行五股可放弃的新伊斯兰可赎回可转换优先股供股。 PNB认购了未认购的配股，导致其持股比例从12.6%激增至40%，成为第一大股东。 PNB 向 SEB 注入了 26.8 亿令吉，超出了其在现金催缴之前已持有 SEB 12.6% 的金额。截至SEB上周五收盘，PNB持有的40%股权价值2亿8764万令吉。

tomorrow will gap up to 0.06 - 0.065

giving high hope but resulting in low expectation..

Mabel....this has been highlighted by NAJIB earlier. About the valuable reserve.

app link
Upstream

Open in app
Open

Login



FINANCE See all articles

Steering the ship: OMV's current chief executive Alfred Stern.Photo: OMV
Roll up, roll up: OMV puts Asia Pacific upstream assets up for sale
Austrian energy giant no longer views the region as a future core area

28 February 2023 6:43 GMT UPDATED 28 February 2023 12:40 GMT
By Amanda Battersby in Singapore
Austrian energy leader OMV has put up for sale its Asia Pacific upstream assets, becoming the latest industry heavyweight to pull the plug on, or scale back, exploration and production ventures in the region.

Up for grabs are OMV’s half share in SapuraOMV Upstream — the 50:50 joint venture with Malaysia’s Sapura Energy — that holds producing gas condensate assets offshore Malaysia. The joint venture operates Block SK 310 offshore Sarawak, East Malaysia, and jointly operates nearby Block SK 408 with Shell

SapuraOMV produced more than 30,000 barrels of oil equivalent per day in 2021 and had a stated ambition to reach a production of 100,000 boepd via organic growth and mergers and acquisitions within the next five to eight years.

The partnership also has exploration interests in Mexico, Australia and New Zealand.

OMV is also looking for a buyer for 100% of its shares in OMV New Zealand, which operates the producing Maui, Pohokura and Maari fields, while the company also has offshore exploration acreage in the country.

The operator said its executive board on Monday decided to explore the possibilities of selling its upstream assets in the Asia Pacific region — with the potential divestment aimed at optimising its E&P portfolio in line with the OMV Strategy 2030.

As part of the sales process, OMV, in co-ordination with regulators and governmental authorities, will invite potentially interested parties, in a first step, to submit expressions of interest and, in a second step, to submit binding offers.

The sales process is expected to take place over the next months, the Austrian operator noted, while cautioning that a potential sale is still subject to the approval of its supervisory board and the relevant governmental authorities.

Pulling out of SapuraOMV marks a U-turn for OMV, which in November 2018 announced it was investing up to $975 million for its 50% equity — a deal that was intended to springboard its growth in Australasia.

We kick start our “MOGSC Visit the Members” series with a trip to Sapura Energy Berhad at their headquarters at The Mines. The objectives of this program is to get to know our members better and also exchange views and opinions to improve the industry together. It is also a chance to catch up on what is going on with them as well.

We were welcomed by Sapura Group CEO, Datuk Anuar Taib, who was appointed in 2020, their Chief Strategic Officer, and also their corporate communications team.

The discussions revolved around Sapura’s current progress in relation to their creditors scheme that impacted other members and the industry in general. MOGSC brought forward the concerns from the members on this and sought Sapura’s appropriate actions to resolve this.

MOGSC also mentioned that we have written to the Prime Minister to request for necessary government intervention and support to Sapura in order for the supply chain issues to be addressed and resolved accordingly.

It was pleasant to hear that Sapura is in the midst of finalising the payment scheme and in negotiations with banks to ensure a favourable plan to safeguard the vendors and suppliers interests.

More or less, when exchanging views, MOGSC and Sapura are aligned in identifying the pain points of the industry which include inequitable contracting mechanism, low rates and unfavourable banking supports.

MOGSC also invited Datuk Anuar to share his experience, the do’s and don’t’s, lessons learnt and what can be done to avoid another crisis like this from happening to any oil and gas players in the future.

Despite the issues that they have been facing, Sapura still remains an important entity in Malaysia’s oil and gas scene. It is in the nation’s best interest to have Sapura back on a strong footing and continue to fly the Malaysian flag high.

most of the investment banks analysis are sucked, i have been playing shares without looking at investment bank's analysis. If their analysis is predictable everyone will be a winner.

SAPURA 跟定有得救
1) 之前的亏损78亿due to impairment / susut nilai - 原因当时银行停止contract and invoice financing 导致记录工程不能再运作纸面上申报全面亏损。其实，sapura拥有的资产加上gas油田接近150亿。

2) 银行已经从sapura 8年里收取150亿包括母金和利息。银行有必要write off 一些利息，我相信财政部会协助。

3) PNB 也不断加码sapura股份，推高velesto 也暗示接下来就是sapura. 传统上，每大股东旗下类似行业的股都会被推高。

4) 华哥肯定会把握机会表演sapura.
a) 财政部会于PNB旗下马银行write off 利息。
b) sapura业务已经在全世界进行100亿的工程，还有300亿的投标。财政部会根据外汇的重要性，sapura是其中一个本土土著最大的公司，把外汇带回来。
c) sapura也有超过5个gas fields 油田就值超过100亿。

只要华哥点头，明年3月过后，sapura就可write back impairment, 到时sapura QR业绩会赚几十亿.

到时人家会说sapura 赚大钱是华哥的功劳。

Sapura也当然配合业务，gas fields也赚钱，工程接不停，100% utilisation 会提高QR业绩的盈利。

到时SAPURA 股价大涨，PNB 也因此SAPURA增值得到回报。华哥当然也成了Sapura 的 英雄，蹲在监牢里的bossku 也只能眼巴巴的am kan.

这要看华哥怎样表演了。

最新的资料，sapura的工程再全世界如火的进行。

My prediction may wrong, high risk high return, buy at your own risk

1000 cu ft = USD 9.30 (Current price 17/8/2022)

SAPURA OMV UPSTREAM DAILY PRODUCTION IN 2022
400million cu ft PER DAY
400,000,000 / 1000 = 400,000 X USD 9.30 = USD 3,720,000.00 Convertion to ringgit RM 4.45 = RM 16,554,000.00
RM 16,554,000.00 X 365 DAYS = RM 6,042,210,000.00
SAPURA OMV UPSTREAM SDN BHD 40% in exploration and production GAS FIELDS.
SAPURA holds 50% stake in SAPURA OMV UPSTREAM SDN BHD
SAPURA OMV UPSTREAM SB will contribute yearly revenue of RM 6,042,210,000.00 x 40% share profit in exploration & production = RM 2,416,884,000.00
SAPURA STAKE IN SAPURA OMV UPSTREAM SB RM 2,416,884,000.00 X 50% = RM 1,208,442,000.00
With current LNG GAS PRICE, THE PROFIT IS AT 55% X RM 1,208,442,000.00 = RM 664,643,100.00



SAPURA will have a strong gain with NET profit RM 664,643,100.00 in GAS FIELDS per year.


NOTE: SAPURA OMV UPSTREAM DAILY PRODUCTION IN 2023 to achieve 1,000million cu ft PER DAY


WHICH MEANS, IF THE LNG GAS PRICE CAN MAINTAIN AT USD 8.00 TO 9.00, PROFIT FOR SAPURA BASE ON SAPURA OMV UPSTREAM PRODUCTION IN GAS FIELD COULD REACH 2.5 TIMES HIGHER..

EXPECTED SAPURA NET PROFIT GAIN IN GAS FIELD in 2023 SHALL BE AT RM 664,643,100.00 X 2.5 TIMES = RM 1.66 Billion per year.


SAPURA...NO JOKING

1000 cu ft = USD 9.30 (Current price 17/8/2022)

SAPURA OMV UPSTREAM DAILY PRODUCTION IN 2022
400million cu ft PER DAY
400,000,000 / 1000 = 400,000 X USD 9.30 = USD 3,720,000.00 Convertion to ringgit RM 4.45 = RM 16,554,000.00
RM 16,554,000.00 X 365 DAYS = RM 6,042,210,000.00
SAPURA OMV UPSTREAM SDN BHD 40% in exploration and production GAS FIELDS.
SAPURA holds 50% stake in SAPURA OMV UPSTREAM SDN BHD
SAPURA OMV UPSTREAM SB will contribute yearly revenue of RM 6,042,210,000.00 x 40% share profit in exploration & production = RM 2,416,884,000.00
SAPURA STAKE IN SAPURA OMV UPSTREAM SB RM 2,416,884,000.00 X 50% = RM 1,208,442,000.00
With current LNG GAS PRICE, THE PROFIT IS AT 55% X RM 1,208,442,000.00 = RM 664,643,100.00



SAPURA will have a strong gain with NET profit RM 664,643,100.00 in GAS FIELDS per year.


NOTE: SAPURA OMV UPSTREAM DAILY PRODUCTION IN 2023 to achieve 1,000million cu ft PER DAY


WHICH MEANS, IF THE LNG GAS PRICE CAN MAINTAIN AT USD 8.00 TO 9.00, PROFIT FOR SAPURA BASE ON SAPURA OMV UPSTREAM PRODUCTION IN GAS FIELD COULD REACH 2.5 TIMES HIGHER..

EXPECTED SAPURA NET PROFIT GAIN IN GAS FIELD in 2023 SHALL BE AT RM 664,643,100.00 X 2.5 TIMES = RM 1.66 Billion per year.


SAPURA...NO JOKING

1000 cu ft = USD 9.30 (Current price 17/8/2022)

SAPURA OMV UPSTREAM DAILY PRODUCTION IN 2022
400million cu ft PER DAY
400,000,000 / 1000 = 400,000 X USD 9.30 = USD 3,720,000.00 Convertion to ringgit RM 4.45 = RM 16,554,000.00
RM 16,554,000.00 X 365 DAYS = RM 6,042,210,000.00
SAPURA OMV UPSTREAM SDN BHD 40% in exploration and production GAS FIELDS.
SAPURA holds 50% stake in SAPURA OMV UPSTREAM SDN BHD
SAPURA OMV UPSTREAM SB will contribute yearly revenue of RM 6,042,210,000.00 x 40% share profit in exploration & production = RM 2,416,884,000.00
SAPURA STAKE IN SAPURA OMV UPSTREAM SB RM 2,416,884,000.00 X 50% = RM 1,208,442,000.00
With current LNG GAS PRICE, THE PROFIT IS AT 55% X RM 1,208,442,000.00 = RM 664,643,100.00



SAPURA will have a strong gain with NET profit RM 664,643,100.00 in GAS FIELDS per year.


NOTE: SAPURA OMV UPSTREAM DAILY PRODUCTION IN 2023 to achieve 1,000million cu ft PER DAY


WHICH MEANS, IF THE LNG GAS PRICE CAN MAINTAIN AT USD 8.00 TO 9.00, PROFIT FOR SAPURA BASE ON SAPURA OMV UPSTREAM PRODUCTION IN GAS FIELD COULD REACH 2.5 TIMES HIGHER..

EXPECTED SAPURA NET PROFIT GAIN IN GAS FIELD in 2023 SHALL BE AT RM 664,643,100.00 X 2.5 TIMES = RM 1.66 Billion per year.


SAPURA...NO JOKING

AGM When?

AYS, HENGYUAN, MSC all recommended by him and asking people to chase high...

Buy high sell low master OTB really making people from rich to poor

That's why SAPURA model vessel could dispose at RM 312million after using for 15 years still can sell the cost with gained profit.

Not easy to set up the entire oil and gas service sector nowadays. Only the survivor will continue to grow.

Forbes kata sektor perkhidmatan minyak dan gas dunia sudah mula berkembang pesat (atau boom) dengan keuntungan yang tinggi bagi tempoh yang agak lama.

Forbes kata permintaan bagi sektor ini jauh melebihi bekalan dan ianya akan semakin susah untuk syarikat pengeluar minyak dan gas global mencari perkhidmatan serta peralatan yang diperlukan, yakni "tight market".

Inilah sebab kita patut selamatkan ekosistem perkhidmatan minyak dan gas Malaysia agar Petronas serta pengeluaran minyak dan gas kita tidak menghadapi masalah pada tahun-tahun mendatang - terutamanya jika masalah sekarang hanyalah sekadar masalah tempoh jangka masa pendek iaitu sekadar kekurangan modal kerja sementara.

Jangan kita pecah-belahkan sektor kita dan janganlah aset-aset serta peralatan yang semakin dicari dunia dijual kepada orang asing.

Petronas juga perlu faham dan berlaku adil sebab jika satu-persatu vendor tempatan tumbang, akhirnya Petronas sendiri juga akan menghadapi kesusahan.

----
Soaring oil and gas prices have dramatically altered the power dynamic between oil companies and the contractors that provide drilling services for the industry.

The oil services sector was hardest hit by the pandemic-induced crash of 2020, which forced many firms – including powerhouse Weatherford – into bankruptcy.

But the steady rebound in oil prices, turbo-charged by Russia’s late February invasion of Ukraine, has prompted a massive reversal of fortunes.

With oil prices trading over $100 a barrel and markets facing a supply crunch, the oil services sector is looking at a robust, multi-year upcycle as demand surges for the equipment needed to drill and frack new wells.

For the first time in almost a decade, service providers have the power to raise prices on their oil company customers, and it looks like this power dynamic could be in place for some time.

During the downturn, the service industry performed extensive rationalization – laying off crews, downsizing operations, and scrapping underutilized equipment – to reduce costs. That means there is no longer excess capacity in the drilling market, so when demand for services surges, there is a limited supply to fill the need.

In some cases, capital spending cuts in recent years in the oil services sector mean that some equipment is simply not available – at any price.

If you ask airasia to sell aeroplane and see 15 years ahe aeroplane no body wants to buy lah

Sapura assets are valuable due to demand of oil and gas.

Model vessel sapura 3000 (15 years age) sold at RM 312 Million still making money from disposal.

Semalam, syarikat AirAsia X melaporkan keuntungan RM33.6 bilion bagi suku 3 tahun 2022 ini - iaitu keuntungan paling besar dalam sejarah korporat Malaysia.

Ini adalah sebab syarikat tersebut telah "menulis balik" (write-back) bahagian besar kerugian-kerugian amat besar yang dicatat syarikat tersebut setelah melakukan susut nilai serta kemerosotan nilai aset (impairments) ke atas aset-aset mereka ketika pandemic.

Ketika pandemik, aset-aset mereka dikatakan tidak bernilai sebab tidak boleh digunakan dan tidak menjanakan sebarang cash-flow.

Sebab itu syarikat tersebut membuat keputusan untuk merosotkan nilai-nilai aset dalam buku dan mencatat kerugian amat besar ketika pandemik.

Namun kerugian akibat proses merosot nilai aset masa itu adalah kerugian atas kertas ataupun accounting loss.

Kini, aset-aset mereka boleh digunakan dan mula menjana perniagaan semula. Proses penstrukturan semula AirAsia X juga telah selesai.

Dengan itu, syarikat tersebut terpaksa menulis balik kerugian akibat merosot aset untuk melaporkan keuntungan gergasi sebanyak RM33.6 bilion.

Begitu juga dengan syarikat Sapura.

Bahagian paling besar kerugian sebanyak RM8.9 bilion yang dilapor syarikat itu pada tahun lepas adalah akibat proses susut nilai dan kemerosotan nilai aset-asetnya setelah kekurangan modal kerja menghalangnya daripada beroperasi secara biasa setelah bank-bank menarik balik kemudahan kewangan bagi mereka.

Maka cara paling mudah untuk menyelesaikan masalah kekurangan modal kerja dan kemudahan bank supaya syarikat itu boleh beroperasi dan menggunakan aset-aset tersebut untuk menjana semula cashflow.

Masalah jangka masa pendek ini boleh diselesaikan dengan jaminan kerajaan kemudahan bank kepada Sapura ataupun Petronas mengambil alih secara sementara.

Ianya bukan diselesaikan dengan cara menjual aset-aset paling berharga Sapura kepada orang asing dengan harga murah SETELAH aset-aset itu telah dirosotkan nilai.

Sekiranya, masalah kekurangan modal kerja Sapura ini diselesaikan, aset-aset Sapura bakal menjana pendapatan yang tinggi pada ketika permintaan sektor minyak dan gas dunia semakin naik ke paras tertinggi.

Hampir kesemua aset-aset Sapura yang pernah dirosotkan nilai sedang diperlukan dan dikejar syarikat-syarikat minyak seluruh dunia setelah harga minyak kini semakin catat paras tertinggi.

Dan Sapura akan terpaksa untuk menulis balik bahagian besar kerugian yang dicatat sebelum ini sebagaimana dibuat AirAsia X.

Jangan short-term sangat, people. Nanti kita kesal hari kemudian.

Fokus untuk menyelesaikan masalah utama - bukan fokus pada jual aset-aset kepada orang asing dengan harga murah.

"30 May 2022: AirAsia X pivots to profit with RM33.6bil write-back in 3Q"
https://www.theedgemarkets.com/article/airasia-x-posts-rm336-bil-3q-net-profit-thanks-writeback

SAPURA 开采GAS的油田
1) SB331 - 70% SABAH
2) SB332 - 70% SABAH
3) SB412 - 40% SABAH
4) SK310 - 30% SARAWAK
5) SK408 - 40% SARAWAK

Natural gas hit 13 years price highest

SAPURA OMV exploration and production majority are NATURAL GAS.

NATURAL GAS price hit 4 times higher since 2019.

7 years daily 10万桶，now daily 30万桶，year end 50万桶

SAPURA OMV
The development of SK408 is aimed at commercialing gas reserves from the Gorek, Larak and Bakong fields, which will help meet the growing gas demand in Asia.
“This production start is a positive signal and demonstrates OMV’s commitment to the Asia-Pacific hub. It shows once more the strengthening of the gas focus in our production portfolio,” said Johann Pleininger, executive board member responsible for upstream and deputy chairman of OMV.
The SK408 development is SapuraOMV’s second major upstream gas development project in Sabah and Sarawak, following the successful development and commencement of production from the SK310 B15 gas field.
With the full ramp-up of the first phase of SK408 comprising the Gorek, Larak and Bakong fields, SapuraOMV’s production is expected increase to more than 30 kilobarrel of oil equivalent daily, with the majority being gas.

I stopped buying KNM long time ago since disposed at 0.43 3 years back. Advised everyone to stary away, but they preferred to follow SARDIN81 because of "BO SEED"

SARDIN81 last time said borsig worth billion billion 2-3 billion, but not only sell 900 million.....NYEK NYEK NYEK...SARDIN81 GORENG...

LNG NATURAL GAS BREAKS HIGHEST USD 8.80
​
​SAPURA OMV UPSTREAM sold to austrian OMV 50% stakes at RM 4 Billion in 2019 when LNG GAS Price at USD 2.30, now LNG GAS at USD 8.80 another portion SAPURA's holding worth at least USD 8.80 / USD 2.30 = 3.82 x RM 4 Billion = RM 15.82 Billion worth of asset owned by SAPURA in SAPURA OMV upstream SB.
​
​USD exhange in 2019 = 4.05, now 4.40​
​
​Not including writeback impairment asset RM 5 BILLION which will take into account soon.
​
​No reason why government to let go SAPURA, because SAPURA is not the TING KOSONG

Monday limit up

（吉隆坡21日讯）财政部机构将出手救助陷入财困的沙布拉能源（SAPNRG，5218，主板能源股）？

财经周刊《The Edge》引述消息人士透露，政府如今打算透过直接隶属于财政部的财政部机构（MoF Inc），援助这家深陷困境的油气服务供应商。

ADVERTISEMENT


“据我所知，站出来的将是财政部机构。目前正在讨论的是某些援助方案……可能是某种形式的赠款，预料很快会宣布。”

报道也指出，财政部长东姑扎夫鲁早在数周前，就着手拯救沙布拉能源的计划，但政府透过哪家官联机构出手却一直是个疑问。

财政部机构是在1957年财政部机构法令下设立的官联机构，主要目的是投资在私人界缺乏兴趣的社会服务领域。

ADVERTISEMENT


国家石油（Petronas）、国库控股（Khazanah），以及一马发展公司和负责拯救朝圣基金局的Urusharta Jamaah私人有限公司等，都隶属于财政部机构。

前首相拿督斯里纳吉建议由国家石油出手相救，但市场观察员认为，作为沙布拉能源的客户，国油收购其承包商并非好主意。

而沙布拉能源的最大股东国民投资机构（PNB），在重压下料也不敢贸然伸出援手。

Why do you think SAPURA is important and what can we believe for any good transformation which will be taken into consideration for SAPURA to survive.?

1) Sapura to produce O & G via SB331 - 70% SABAH, SB332 - 70% SABAH, SB412 - 40% SABAH, SK310 - 30% SARAWAK & SK408 - 40% SARAWAK which will generate a substantial income base on the current market price. Majority is NGV GAS and the price has hit 13 years high.

2) The current technology assets are not easy to assembly and it will take time to fabricate. These assets are more valuable than everything just like a money printing machine due to current demand for NGV GAS globally especially its current existing resources from A to Z.

3) Do you notice that, for the past few weeks, Petronas reported that NGV has a very high demand globally and it created a high traffic demand via Petronas complex in Bintulu. Apparently SAPURAOMV UPSTREAM SB could be the one involving in the show.

[转贴] [Video:浅谈SAPURA ENERGY BERHAD, SAPNRG, 5218] - James的股票投资James Share Investing


James is a kind of person who read news and translate in report. Please use your brain to generate some skill knowledge and think carefully in making a right decision for investment.

No one will think about this, because news never mention. News only mention the debts.
That's why najib anticipated oil and gas reserve for sapura worth RM 110 BILLION