share_log

Vista Energy, S.A.B. De C.V. (VIST) Q3 2024 Earnings Call Transcript Summary

Vista Energy, S.A.B. De C.V. (VIST) Q3 2024 Earnings Call Transcript Summary

Vista Energy, S.A.b. De C.V. (VIST) 2024年第三季度業績會交流摘要
富途資訊 ·  10/25 03:34  · 電話會議

The following is a summary of the Vista Energy, S.A.B. De C.V. (VIST) Q3 2024 Earnings Call Transcript:

以下是Vista Energy, S.A.b. De C.V. (VIST) 2024年第三季度業績會議的簡報:

Financial Performance:

金融業績:

  • Vista Energy reported a strong financial performance with total revenues reaching $462 million, a 53% increase year-over-year.

  • Adjusted EBITDA was $310 million, up 37% from the previous year, driven by revenue growth and lower lifting costs per BOE.

  • Adjusted net income for the quarter stood at $53 million, translating to an adjusted EPS of $0.60 per share.

  • Net leverage ratio was reported at a solid 0.65 times adjusted EBITDA.

  • Vista Energy報告了強勁的財務表現,營業收入總額達到46200萬美元,同比增長53%。

  • 調整後的EBITDA爲31000萬美元,比上一年增長37%,主要受到營業收入增長和每桶油當量較低的開採成本的推動。

  • 本季度調整後的淨利潤爲5300萬美元,每股調整後的EPS爲0.60美元。

  • 淨槓桿率報告爲0.65倍調整後的EBITDA,表現穩固。

Business Progress:

業務進展:

  • During Q3, Vista Energy ramped up new well activity significantly, reaching total production of 72,800 BOEs per day, a 47% increase year-over-year.

  • The company forecasted production to expand by double digits in Q4 to 85,000 BOEs per day, aligning with their upwardly revised full-year production guidance.

  • Vista Energy confirmed ongoing execution of its accelerated CapEx plan to support continued production growth, with $369 million invested in the quarter mainly driven by the drilling and completion of new wells.

  • 在第三季度,Vista Energy大幅增加了新的油井開採活動,日產總量達到72,800桶油當量,同比增長47%。

  • 公司預測,在第四季度,產量將以兩位數增長至每天85,000桶油當量,與其上調的全年產量指引相一致。

  • Vista Energy確認正在執行其加速的CapEx計劃,以支持持續的產量增長,本季度投資36900萬美元,主要用於新井的鑽探和完井。

Opportunities:

機會:

  • Vista Energy's strategic focus on expanding drilling and completion capacities, including securing a third drilling rig and a second frac set, positions the company for further growth.

  • With a forecast for total production between 95,000 and 100,000 BOEs per day in 2025, the company anticipates more than 40% growth year-over-year.

  • Vista Energy戰略性地專注於擴大鑽井和完井能力,包括獲得第三臺鑽機和第二套壓裂設備,爲公司進一步增長奠定基礎。

  • 根據2025年95,000至100,000桶油當量每天的總產量預測,公司預計年同比增長超過40%。

Risks:

風險:

  • The company noted a temporary increase in trucking expenses which could impact overall cost efficiency.

  • Free cash flow was $(74) million during the quarter, negative due to higher cash invested in ramping up CapEx, which could pose financial constraints if sustained over multiple quarters.

  • 公司注意到公路運輸費用暫時增加,可能會影響整體成本效益。

  • 季度自由現金流爲負7400萬美元,主要是由於更高的現金投資於擴大CapEx而導致的,如果持續多個季度可能會構成財務約束。

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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論