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

No. 1, 2 & 3 yet to produce but under ongoing Geological Field work

No. 3 is 4 times bigger than no. 5

No. 1 and no. 2 is 5 times bigger than no. 5

No. 4 & 5 already started to produce and sell as of today 30k T Perday, year end 50kT Next year 80-100k T, 30K T equal amount RM 13million perday.

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

Ketika PNB bawah Zeti bail-out Sapura dan menjadi pemegang terbesar Sapura serta menjadikan syarikat itu sebagai GLC pada tahun 2019 ketika dia PM, takde pun dia kata "kurangkan kerugian, bukan 'bailout'" atau kita tak patut selamatkan orang yang telah gagal.

Ketika Petronas melalui syarikat MISC bail-out syarikat perkapalan anak dia semasa dia PM4, takde pun dia kata "kurangkan kerugian, bukan 'bailout'" atau kita tak patut selamatkan orang yang telah gagal.

Tun, saya bukan kaki bail-out tak menjadi.

Bukan mudah bagi saya untuk saran kerajaan selamatkan mana-mana syarikat kecuali ianya mempunyai kepentingan amat strategik ataupun peluang menyelamatkannya adalah cerah.

Masa saya PM, saya cuma pernah buat bail-out 3 kali.

Silterra yang berjaya dipulihkan keuntungannya, Proton yang kamu membantah tetapi terbukti berkesan hari ini serta MAS sebab perlu menjaga industri perlancongan serta memastikan ada saingan bagi penerbangan tempatan.

Jangan macam anak kamu.

Sekadar nak bantah sahaja sebab yang cadangnya nama Najib.

对于许多人来说，另一项针对 Sapura Energy Bhd (SEB) 的救援计划是令人发指的。它报告在截至 2022 年 1 月 31 日的财政年度亏损 89 亿令吉，这是马来西亚企业历史上最糟糕的一次。该公司现在负债累累。 对于 Permodalan Nasional Bhd (PNB) 等利益相关者而言，救助只会意味着更深地陷入泥潭。根据记录，PNB 持有 SEB 近 40% 的股份，使其成为单一最大股东。

但对于国家而言，它最终可能会成为失败的救助清单上的另一个政府救助计划。对许多人来说，它甚至不应该摆在桌面上。

事实上，对于一些本身没有直接持有 SEB 股权以及公司命运的各方来说，有一个 B 计划——由私营部门主导的救助计划。但企业界从来不以其利他主义而闻名。像秃鹰一样，它们会啄食多肉的部分，最终留下一个空壳。对 SEB 感兴趣的机构和利益相关者几乎不会得到任何回报。贷方可能会大幅削减开支。 也许还有一个 C 计划，它有可能让 SEB 重新站起来，而无需移除和直接出售其任何资产。这是 SEB 已经使用过一次并取得了可喜成果的策略。 2019 年，SEB 以 8.9 亿美元的价格将其 50% 的 E&P（勘探和生产）业务出售给了奥地利石油、天然气和石化企业 OMV。这笔交易不仅确保了勘探与生产业务保持在 SEB 稳定，而且给公司带来了巨大的财务收益。 除此之外，OMV 带来了新的专业知识水平，事实证明这对合作伙伴关系有益。

到交易达成时，勘探与生产业务的价值已经达到 16 亿美元，比 SapuraKencana Petroleum（SEB 的前身）向 Newfield International Holdings Inc 支付其在马来西亚的所有权益的 8.955 亿美元高出 79%。

2019 年，可能和探明储量为 92 mmboe（百万桶石油当量），高于 2014 年 Newfield 交易达成时的 36。增长了 156%。然而，布伦特原油价格已从 2014 年 107 美元的高位跌至每桶 79 美元，跌幅达 26%，但这只是暂时的挫折。

这笔交易的好处现在有目共睹。除了直接的财务收益和从 2019 年交易中增加新的专业知识外，SEB 仍保留了一半的勘探与生产业务。 此后，随着新西兰的新发现和 Jerun 油田的开发，概算和探明储量应该会进一步上升。保守估计约为 150 mmboe。 布伦特原油价格再次突破每桶 100 美元大关，随着乌克兰危机的持续，预计将继续呈上升趋势。考虑到这一点，再加上预计将于 2024 年开始生产的 Jerun，预计勘探与生产业务的营业利润将在未来五年内达到接近 10 亿令吉。

SEB 稳定中其他业务的类似合作伙伴关系，例如钻井以及 E&C（工程和建筑）可能只是要走的路。 好处是显而易见的。它将整合 SEB 及其在 SEB 稳定中的各个合作伙伴之间的这些业务。它将防止资产剥离，否则只会造成更多竞争。 将部分整体出售给逢低买入者也不能确保 SEB 实现其全部价值。最后，这种合作的收益不仅可以用来减少债务，还可以用作营运资金。 SEB 传奇中没有赢家。每个利益相关者都失去了他们在公司投资的几乎所有东西，无论是贷方、PNB 还是 Sapura 集团。 看看这第三个选项才符合他们的利益。仅此一点，就值得考虑。

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

Where is the buy high sell low master OTB given high targeted price?

Rystad Energy 的研究显示，在俄罗斯入侵乌克兰之后，欧洲国家正在酝酿应对能源不安全的液化天然气 (LNG) 危机，因为到今年年底需求将超过供应。尽管需求飙升刺激了十多年来全球新液化天然气项目的最大热潮，但建设时间表意味着仅在 2024 年之后才有可能出现实质性缓解。 全球液化天然气需求预计将在 2022 年达到 4.36 亿吨，超过仅 4.1 亿吨的可用供应量。随着欧洲大陆试图限制俄罗斯的天然气流量，一场完美的冬季风暴可能正在欧洲形成。供应不平衡和高价格将为 LNG 项目创造十多年来最乐观的环境，尽管这些项目的供应要到 2024 年之后才能到达并提供缓解

A liquified natural gas (LNG) crisis is brewing for European countries dealing with energy insecurity in the wake of Russia’s invasion of Ukraine, as demand will outstrip supply by the end of this year, Rystad Energy research shows. Although soaring demand has spurred the greatest rush of new LNG projects worldwide in more than a decade, construction timelines mean material relief is unlikely only after 2024.
Global LNG demand is expected to hit 436 million tonnes in 2022, outpacing the available supply of just 410 million tonnes. A perfect winter storm may be forming for Europe as the continent seeks to limit Russian gas flows. The supply imbalance and high prices will set the scene for the most bullish environment for LNG projects in more than a decade, although supply from these projects will only arrive and provide relief from after 2024

No. 1, 2 & 3 yet to produce but under ongoing Geological Field work

No. 3 is 4 times bigger than no. 5

No. 1 and no. 2 is 5 times bigger than no. 5

No. 4 & 5 already started to produce and sell as of today 30k T Perday, year end 50kT Next year 80-100k T, 30K T equal amount RM 13million perday.

你们不知道的事
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

In fact Sapura is not the TIN KOSONG

That's why najib insists this reserve not to fall under foreigner and wanted government to give loan warrantly.

SapuraOMV owned oil and gas reserve RM 110.8 billion, Sapura owned 50% while Austria company owned 50% bought from sapura in 2019 for RM 3.8 billion when oil 70usd

PETALING JAYA: Former prime minister Najib Razak insists that the government offer a loan guarantee to Sapura Energy Bhd in order to save its oil reserves from falling into foreign hands before its full potential can be realised.
He said the company’s subsidiary, Sapura OMV, owned oil and gas reserves of 264 million barrels with a gross value of RM110.8 billion.

If the subsidiary is put up for sale, as is being speculated, Sapura’s joint venture partner OMV of Austria, would likely be the first choice buyer as it already holds a 50% stake in Sapura OMV with the remaining 50% held by Sapura Energy.

This is why I urge the government to offer a loan guarantee to Sapura so that the oil reserves remain in Malaysian hands,” he said, giving as an example a RM500 million guarantee granted to AirAsia last year.
Alternatively, the government could direct Petronas to take over ownership of Sapura Energy, he said.
Sapura OMV operates oil fields in shallow Malaysian waters.
Najib said the sale of highly valuable long-term assets to solve short-term cash flow problems was unreasonable and detrimental.

from Najib bossku