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Euroz Hartleys表示,隨著Orbost油田瓶頸問題的解決以及Otway/Cooper盆地產量的提高,Amplitude有望在第四財季實現創紀錄的業績。

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-- Euroz Hartleys週一在一份報告中指出,Amplitude Energy(ASX:AEL)東海岸供應項目鑽探工作的重啟將成為下半年市場關注的焦點,而Orbost油田產能進一步提升以及Otway/Cooper盆地產量增加帶來的額外利好,有望推動該公司2026財年第四季度業績創歷史新高。 Amplitude公佈的第三財季產量為6.9拍焦耳當量,高於去年同期的6.1拍焦耳當量。該公司也公佈了3月份季度的銷售量為6.8拍焦耳當量,高於去年同期的6拍焦耳當量,同時季度營收也創下歷史新高,達到7410萬澳元,而去年同期為6340萬澳元。 受夏季/秋季淡季期間南部市場住宅需求下降以及昆士蘭州供應量增加導致本季現貨市場價格走軟的影響,該公司營收比市場預期低約10%。 該投資公司維持對Amplitude Energy的「買進」評等和3.25澳幣的目標價,但將目標價列入待定名單。 Amplitude Energy的股價在周一的交易中下跌了5%。

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