Hibiscus Petroleum Bhd. · MYX:HIBISCS
Hibiscus Petroleum Bhd — Bursa Corporate Series (March 2022)
10 slides from Hibiscus Petroleum Bhd's conference presentation, Mar 31, 2022
Slide 1: A Brief Insight Into Hibiscus Petroleum Berhad
Bursa Corporate Series A Brief Insight Into Hibiscus Petroleum Berhad Stock Code: 5199 31 March 2022
Slide 2: Disclaimer
Disclaimer The purpose of this presentation is to provide general information about Hibiscus Petroleum Berhad (the “Company”) to assist potential investors in making their own evaluation of the Company and does not purport to be all-inclusive or to contain all of the information that a prospective i
Slide 3: International E&P Company with Diversified Portfolio Focused on Producing Operated Assets
International E&P Company with Diversified Portfolio Focused on Producing Operated Assets An Overview of Hibiscus Market Cap tracks Brent prices RM Million • Well-established IOC operating O&G production assets in 2,800 Malaysia, the UK and Vietnam 2,600 Market Capitalisation • Listed on the Main Ma
Slide 4: Recent Completion of Transformational Asset Acquisition
Recent Completion of Transformational Asset Acquisition Production Uplift (kboepd) 2P Reserve Uplift1 (MMboe) EBITDA2 Uplift (US$ million) 23.0 77.3 193 Transformational Acquisition Hibiscus 15.0 47.3 30 Incremental 101 92 for Hibiscus 8.0 from Repsol Assets 47.3 47.3 8.0 8.0 92 92 Previous Producti
Slide 5: Strong and Consistent EBITDA Margins
Strong and Consistent EBITDA Margins Flexibility to Navigate Industry Downturns • Operational control grants the ability to concentrate on operating efficiencies (cost control, production enhancement) when oil prices are low and shift to development mode when oil prices are high • Remained cash flow
Slide 6: A New Oil Price / Economy Model
A New Oil Price / Economy Model Traditional Model: Current / Future Model: Stable In the traditional Russian Incursion of Dynamic / Volatile cycle, we would Ukraine & Global Energy Security currently be here Sanctions Against Pressures: Higher prices improve cash Russia + Friends of Higher prices im
Slide 7: Review of Oil Price Projections
Review of Oil Price Projections Brent Oil Price Outlook 110 Average Brent Futures (2018) 105 Average Brent Futures (2020) 100 Mar 2022 101 Average Brent Futures (2021) Average Brent Base Case (Rystad - Mar 2022) 95 Average Brent Futures (Analyst's Consensus - Jan 2022) 90 88 89 Average Brent Futures
Slide 8: Potential Oil Price Scenarios – Impact of Russian Incursion into Ukraine
Potential Oil Price Scenarios – Impact of Russian Incursion into Ukraine Worst Case: Scenario where all Western imports of crude oil from the Former Soviet Union exported via Russian ports and pipelines are cut by 80% in March 2022 (versus January 2022 levels) and completely halted from April 2022 o
Slide 9: Key Messages
Key Messages Fully operated and producing portfolio allows for cost management flexibility and synergies potential • Sold 843,598 barrels of oil between 1 October 2021 and 31 December 2021 from the North Sabah and Anasuria assets • FY2022 target is to deliver a base volume of approximately 2.5-2.7 m
Slide 10: Q&A
Q&A For more information please contact: Investor Relations Team faq@hibiscuspetroleum.com 10 Hibiscus Petroleum Berhad Registration Number: 200701040290 (798322-P)
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