-- Euroz Hartleys在4月17日的一份报告中指出,Amplitude Energy (ASX:AEL)与AGL Energy (ASX:AGL)签署了一项基础天然气销售协议(GSA),从而增强了其长期生产前景。该协议提高了合同产量,如果钻探工作持续顺利,公司估值有望上涨。 该公司将在四年内从其东海岸供应项目(ECSP)供应20拍焦耳的天然气,预计从2028年下半年开始交付,价格将与交付时的石油和市场状况挂钩。 Euroz Hartleys估计,假设日产量为60太焦耳,且ECSP剩余的钻探计划(包括Annie油田的开发以及对高概率的Juliet和Nestor勘探区的成功评估)全部完成,则目前约有80%的预期产量已签订合同。 这家股票研究公司指出,AGL的合同与该公司此前与Energy Australia签订的协议不同,因为它与石油价格挂钩,并可能在合同期内根据石油市场情况带来更高的实际价格。 该公司表示,多项基础天然气供应协议(GSA)表明市场对该公司钻探计划和资源基础充满信心,并维持对该公司估值的积极看法。 Euroz Hartleys维持对Amplitude Energy的“买入”评级,目标价为3.25澳元,但目前仍在评估中。 Amplitude Energy的股价在周一的交易中下跌了5%,而AGL Energy的股价下跌了2%。
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