Berry (bry)(BRY)
icon
搜索文档
Berry (bry)(BRY) - 2024 Q1 - Earnings Call Transcript
2024-05-02 01:34
财务数据和关键指标变化 - 第一季度调整后EBITDA为6900万美元,与第四季度基本持平 [6][15] - 季度收入同比下降4%,主要是由于原油产量下降1%和油价下降 [15] - 单位作业费用为27.21美元/桶,低于第四季度并低于全年指引中值 [16] - 第一季度资本支出为1700万美元,预计全年将在95-110亿美元指引范围内 [17] - 第一季度自由现金流为100万美元,低于第四季度的5500万美元,主要由于季节性营运资金变动 [17][18] 各条业务线数据和关键指标变化 - 公司热采白垩岩层产能持续提升,过去5年通过优化工艺和增加注汽量,产量增加19% [35][36] - 公司在犹他盆地的水平井项目取得进展,在4口水平井中拥有21%权益,预计将于2024年二季度投产 [12] 各个市场数据和关键指标变化 - 无相关内容 公司战略和发展方向及行业竞争 - 公司专注于通过优化基础业务、改善资本结构和寻求有价值的收购机会来最大化长期企业价值 [31] - 公司正在探索与合作伙伴共同开发犹他盆地水平井项目的可能性,以降低资本承担 [39][40] 管理层对经营环境和未来前景的评论 - 公司2024年发展计划不依赖于恢复科恩县环评报告,可通过井修复和侧钻等方式维持产量 [10][11][22][23] - 公司已制定2025年以后的产量维持计划,包括加大井修复和侧钻力度 [23][24] - 公司制定了到2025年减少80%甲烷排放的目标,并将在今年下半年完成无排放设备的更换 [26][27][28] 问答环节重要的提问和回答 无相关内容
Berry (bry)(BRY) - 2024 Q1 - Earnings Call Presentation
2024-05-01 23:30
F O CU SED A Western US Energy Company 2024 Q1 Earnings Scan with May 1, 2024 phone camera to browse to IR Reports Page INVESTOR PRESENTATION ...
Berry (bry)(BRY) - 2024 Q1 - Quarterly Results
2024-05-01 22:41
PRESS RELEASE For Immediate Release Berry Corporation Reports First Quarter 2024 Financial and Operating Results, Declares Dividend DALLAS, TX - May 1, 2024 (GLOBE NEWSWIRE) – Berry Corporation (bry) (NASDAQ: BRY) (“Berry” or the “Company”) announced first quarter 2024 results and declared a fixed dividend. The details for today’s earnings call and webcast are listed below. Quarterly Highlights & Recent Announcements • Produced 25,400 boe/d, above the midpoint of 2024 annual guidance of 25,200 boe/d • Decla ...
Berry Petroleum (BRY) Lags Q1 Earnings Estimates
Zacks Investment Research· 2024-05-01 21:46
Berry Petroleum (BRY) came out with quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -22.22%. A quarter ago, it was expected that this independent upstream energy company would post earnings of $0.22 per share when it actually produced earnings of $0.13, delivering a surprise of -40.91%. Over the l ...
For $10,000 in Passive Income, Invest $10,000 in These 8 Dividend Stocks
24/7 Wall Street· 2024-05-01 21:45
For $10,000 in Passive Income, Invest $10,000 in These 8 Dividend Stocks ipopba / iStock via Getty Images Conventional wisdom tells us to work smarter, not harder. But how? One way for investors to do so is with passive income, which is derived from ownership rather than labor or active involvement in an enterprise. One way that investors can create a stream of passive income is by owning stocks with generous and reliable dividends ...
Want $5,000 In Passive Income? Invest $5,000 Into These 5 Dividend Stocks
24/7 Wall Street· 2024-04-25 20:30
Want $5,000 In Passive Income? Invest $5,000 Into These 5 Dividend Stocks ...
Berry Petroleum (BRY) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Zacks Investment Research· 2024-04-24 23:08
The market expects Berry Petroleum (BRY) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be releas ...
Berry Corporation to Report First Quarter 2024 Results and Hold Conference Call May 1
Newsfilter· 2024-04-04 04:00
DALLAS, April 03, 2024 (GLOBE NEWSWIRE) -- Berry Corporation (NASDAQ:BRY) ("Berry" or the "Company") today announced it will report first quarter 2024 results on Wednesday, May 1, 2024, before the open of U.S. financial markets and will host a conference call and webcast that morning to discuss these results; details and links are provided below. Earnings Call Information Call Date: Wednesday, May 1, 2024 Call Time: 11:00 a.m. Eastern Time / 10:00 a.m. Central Time / 8:00 a.m. Pacific Time Join the live lis ...
Want $2000 In Passive Income? Invest $2000 Into These Five Dividend Stocks
24/7 Wall Street· 2024-03-11 09:19
Want $2000 In Passive Income? Invest $2000 Into These Five Dividend Stocks alengo / E+ via Getty Images For those who are semi-retired or who have been forestalling retirement, the urgency for passive income as a supplement to an already dwindling budget for household necessities has never been greater. Rather than the paltry 2.0-3.0% yields being offered with bank CD’s, dividend stocks offer some very attractive annual retur ...
Berry (bry)(BRY) - 2023 Q4 - Annual Report
2024-03-08 00:00
未开发储量和产量 - 2023年加州的证明未开发储量增加了3mmboe[56] - 2023年我们从Hill Belridge Field的未探明位置扩展中增加了5mmboe的证明未开发储量[57] - 2023年我们有6mmboe的负面其他修订[58] - 截至2023年12月31日,我们在加州和犹他州共有701个毛井(696个净井)的证明未开发钻井位置[61] - SJV Midway Sunset在2023年的总产量为5369mboe[62] - SJV Belridge Hill在2023年的总产量为1459mboe[62] - Uinta在2023年的总产量为1737mboe[62] - 2023年底,公司在加州圣华金盆地和犹他Uinta盆地共拥有3,981口油井,净产油井数为3,811口[63] - 公司在2023年未参与任何未完成的井[64] - 2023年,公司在加州和犹他盆地共钻探了33口油井[65] 竞争和政策影响 - 公司在上游E&P业务中面临来自其他公司的激烈竞争,包括独立运营商在收购资产、签订钻井和其他相关服务以及招聘受训人员方面的竞争[71] - 公司面临来自风能或太阳能等替代能源的间接竞争,这些替代能源可能会在加州和联邦政府制定可再生能源和与气候相关政策的情况下变得更具竞争力[72] - 美国政府对温室气体排放的监管和限制措施可能对公司的生产和经营活动产生影响[96] - 加州实施的碳排放限制措施可能导致对公司石油、天然气和液化天然气产品需求的减少,从而影响公司的收入和运营结果[97] - 美国政府对气候变化问题的关注可能导致对石油和天然气公司的更严格监管和法律诉讼风险增加,可能影响公司的投资和融资[98] 法规和环境风险 - 公司的E&P业务和CJWS业务受到复杂和严格的联邦、州和地方法律法规的监管[76] - 美国加州对石油和天然气行业的环境法规严格,政治和社会趋势继续增加对石油和天然气行业的限制和额外许可要求[78] - 公司计划在2024年花费约2100万至2400万美元用于封堵和废弃活动[86] - 公司估计约10%的总体证明储量受到Senate Bill No. 1137设定的限制[80] - 公司认为遵守当前适用的健康、安全和环境法律法规不太可能对业务、财务状况、运营结果或现金流产生重大不利影响[95] 加州法案影响 - 加州州长签署法案要求到2045年实现碳中和[114] - 加州州长签署法案禁止在敏感区域附近进行新井或重新作业[115] - 加州州长签署法案加强对运营井和生产设施的财务担保要求[116] - 加州对石油和天然气活动实施越来越严格的限制[118] - 加州签署气候相关法案要求公开和验证温室气体排放[120] 资本支出和风险 - 公司的业务需要持续的资本支出,可能无法通过经营现金流或以满意的条件或根本无法获得所需的额外资本,这可能导致石油和天然气储量或产量下降[149] - 公司可能会因灾难性事件而遭受重大损失和承担重大责任索赔[144] - 公司的信息技术和运营故障以及网络安全攻击可能会严重影响业务、财务状况、运营结果和现金流[145] - 公司已经经历了网络安全事件,但并未因此遭受重大不利影响[146] - 当前和未来的法律法规可能阻止公司能够执行其钻井计划和开发优化项目[151]