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Euroz Hartleys表示,Amplitude Energy與AGL達成的天然氣銷售協議有助於提高生產透明度。

-- Euroz Hartleys在4月17日的報告中指出,Amplitude Energy (ASX:AEL)與AGL Energy (ASX:AGL)簽署了一項基礎天然氣銷售協議(GSA),從而增強了其長期生產前景。該協議提高了合約產量,如果鑽探工作持續順利,公司估值有望上漲。 該公司將在四年內從其東海岸供應項目(ECSP)供應20拍焦耳的天然氣,預計從2028年下半年開始交付,價格將與交貨時的石油和市場狀況掛鉤。 Euroz Hartleys估計,假設日產量為60太焦耳,且ECSP剩餘的鑽探計劃(包括Annie油田的開發以及對高機率的Juliet和Nestor勘探區的成功評估)全部完成,則目前約有80%的預期產量已簽訂合約。 這家股票研究公司指出,AGL的合約與該公司先前與Energy Australia簽訂的協議不同,因為它與石油價格掛鉤,並可能在合約期間根據石油市場情況帶來更高的實際價格。 該公司表示,多項基礎天然氣供應協議(GSA)顯示市場對該公司鑽探計畫和資源基礎充滿信心,並維持對該公司估值的正面看法。 Euroz Hartleys維持對Amplitude Energy的「買進」評級,目標價為3.25澳元,但目前仍在評估中。 Amplitude Energy的股價在周一的交易中下跌了5%,而AGL Energy的股價下跌了2%。

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