How The Needle Is Moving On These 4 Energy Players – LNG, COE, WPL and OSH?

Liquefied Natural Gas Limited (ASX: LNG)

LNG Demand driving the boom: Liquefied Natural Gas Limited (ASX: LNG) is in a business of safely delivering energy-efficient natural gas liquefaction solutions to its customers. In its preliminary unaudited consolidated earnings report for the year end 30 June 2018, the company reported revenue of $326,000 compared to $367,000 a year ago. Total revenue and other income were $2,184,000 compared to $ 918,000 a year ago. Revenue includes interest income and it has decreased due to the lower average cash and short-term investment of the company. Loss from ordinary activities after tax is $22,777,000 compared to $29,310,000 in the previous year. The decreased loss of ordinary activities is reflecting the mature status of development of magnolia LNG and the impact of the company’s liquidity management plan. Loss for period is attributable to equity holders of the parent was $ 22,777,000 or $ 0.044 per basic and diluted share compared to $ 29,310,000 or $ 0.058 per basic and diluted share a year ago. Net cash flows used in operating activities were AUD 22,167,000 compared to AUD 25,492,000 a year ago. During the year 2018 the net assets of the company and its controlled entities increased by $6 million from $54.4 million in FY 2017 to $60.4 million in FY 2018. In the last six months there has been a substantial growth of 22.68% in the share price of the Company from $0.485 to $0.595 as on 18 September 2018 given the surging LNG demand and better commodity prices. The stock traded at $0.635 post market open on September 20, 2018.

Cooper Energy Limited (ASX: COE)

Turnaround in performance: Cooper Energy Limited (ASX: COE) is involved in exploration and production of Oil and Gas in Cooper Basin of South Australia. For the year end 30 June 2018, the company reported a revenue from sales of $67,452,000 which was $34,648,000 in the previous year. Profit before tax was $31,019,000 against loss was $7,035,000 in the previous year. Net profit after tax from continuing operations was AUD 27,011,000 against loss was $9,847,000 a year ago. Total profit for the period attributable to shareholders was $ 27,011,000 against loss was $12,312,000 a year ago. Earnings from continuing operations were $1.8 per basic and diluted share against loss $1.4 per basic and diluted share a year ago. Net cash from operating activities was $ 22,218,000 against $4,078,000 a year ago. There was a strong growth in the cash flow and EBITDA which was driven by the Otway Basin gas assets. Payments for exploration and evaluation were $26,283,000 which was $32,149,000 a year ago. Earnings were $1.8 per basic and diluted share against loss AUD 1.8 per basic and diluted share a year ago. Underlying profit before tax was AUD 14.0 million against loss of $5.8 million a year ago. Underlying EBITDA was AUD 32.6 million against loss of AUD 5.3 million a year ago. In FY 2019, the company is planning to pursue more Gas Contracting. On 19 September 2018, the company announced that it has secured a new gas sales contract. Casino Henry which is having a joint venture with Cooper Energy has signed a new gas sales agreement with Origin Energy Retail Limited. Driven by the company’s strong financial performance in the last three months, the company’s stock price increased by 16% from $0.375 as on 18 September 2018. It was further up by about 2.35% at $ 0.435 post market open on September 20, 2018.

Woodside Petroleum Limited (ASX: WPL)

Working on capital management: Woodside Petroleum Limited (ASX:WPL) is in the business of exploring, developing, evaluating, marketing and sale of hydrocarbons. In the past six months, the company has seen a substantial growth of 24.49% in the price of its stock driven by the strong operational performance and commodity prices. In the first half of FY 2018, the company earned an operating revenue of $2,388 million which was $1,877 million a year before. Revenue is mainly increased due to higher sales volume. Higher sales revenue was a result of strong operational performance of Pluto LNG and the startup of Wheatstone LNG Train. The capital expenditure for the period was $1070 million. Payments for capital and exploration expenditure were $693 million which was $689 million a year ago. The company declared an interim dividend of US 53 cps. The company is expecting to reduce the exploration expenditure as the company is prioritizing capital allocation to the development of high-quality resources within the portfolio. In last three months, the stock of the company moved up by about 7.5% and now trades at $ 36.850 (post market open on September 20, 2018).

Oil Search Limited (ASX: OSH)

Macro factors keeping the momentum intact: Oil Search Limited (ASX: OSH) is in the business of exploring, developing and producing of oil and gas properties in New Guinea. In the first half of financial year 2018, the total production decreased by 31% compared to first half of last year due to 7.5 magnitude earthquake in February. The production impact on earning was partially reduced by continued recovery of LNG and oil prices. Company earned a net profit after tax of $79.2m, which is 39% lower than previous year. The operating cashflow was reduced from $419m in H1 2017 to $215m in H1 2018 due to impact of lower sales volumes. Company declared an interim dividend of 2.0 US cents per share.

In the past six months the stock price of the company has been increased by 20.06% from $7.230 to $8.680 as on 18 September 2018. It traded at $ 8.760 post market open on September 20, 2018.

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