share_log

Earnings Call Summary | Talos Energy(TALO.US) Q1 2024 Earnings Conference

Earnings Call Summary | Talos Energy(TALO.US) Q1 2024 Earnings Conference

财报电话会议摘要 | 塔洛斯能源 (TALO.US) 2024 年第一季度财报会议
富途资讯 ·  05/08 19:26  · 电话会议

The following is a summary of the Talos Energy Inc. (TALO) Q1 2024 Earnings Call Transcript:

以下是塔洛斯能源公司(TALO)2024年第一季度财报电话会议记录的摘要:

Financial Performance:

财务业绩:

  • Talos Energy reported record production for Q1 2024, matching the high end of their forecast.

  • The company's upstream EBITDA for Q1 was $268 million, with a netback margin of $42 per BOE.

  • Upstream CapEx was documented at $112 million, and the adjusted free cash flow for the firm's upstream segment amassed to $78 million.

  • It achieved a significant debt reduction of $225 million, revising its debt payoff guidance for the year from $400 million to $550 million, thus meeting its leverage goal of one times by the end of Q1.

  • Talos Energy报告了2024年第一季度的产量创纪录,与其预测的最高水平相符。

  • 该公司第一季度的上游息税折旧摊销前利润为2.68亿美元,每个英国央行的净回利润率为42美元。

  • 据记录,上游资本支出为1.12亿美元,公司上游板块调整后的自由现金流累计为7800万美元。

  • 它实现了2.25亿美元的重大债务减免,将该年度的债务回报指引从4亿美元修订为5.5亿美元,从而实现了到第一季度末一次的杠杆目标。

Business Progress:

业务进展:

  • Ahead of schedule, Talos Energy initiated Venice and Lime Rock, reaching sustained rates exceeding 18,000 barrels equivalent per day.

  • The company successfully closed the QuarterNorth deal, adding substantial scale to their operations.

  • This rapid progression allowed the company to quickly realize $20 million of run rate synergies in Q1, aiming to achieve $30 million by year's end and $55 million into 2025.

  • The company has a positive outlook for tremendous growth in Q2, with ongoing drilling at locations like Katmai and Sunspear.

  • Talos aims to pay off its RBL by the year-end, with a potential $50 million repurchasing of stocks once this is achieved.

  • 塔洛斯能源提前启动了威尼斯和石灰岩,持续达到每天超过18,000桶当量的水平。

  • 该公司成功完成了QuarterNorth的交易,从而扩大了其业务规模。

  • 这种快速进展使该公司能够在第一季度迅速实现2000万美元的运行速率协同效应,目标是到年底实现3000万美元,到2025年实现5500万美元。

  • 该公司对第二季度的巨大增长前景乐观,Katmai和Sunspear等地正在进行钻探。

  • 塔洛斯的目标是在年底之前还清其RBL,一旦实现这一目标,可能会回购5000万美元的股票。

More details: Talos Energy IR

更多详情: 塔洛斯能源红外线

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多详情,请访问投资者关系网站。本文仅供投资者参考,不构成任何投资建议。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
    抢沙发