-- Gran Tierra Energy (GTE.TO) 周四收盘后表示，该公司公布第一季度净亏损扩大，并调整了2026年业绩预期。 该公司报告称，第一季度净亏损1.192亿美元，即每股基本及摊薄亏损3.38美元，而2025年第一季度净亏损为1930万美元，即每股基本及摊薄亏损0.54美元。 Gran Tierra表示，该公司第一季度平均油气产量为45,497桶油当量/日，较2025年第四季度和第一季度分别下降2%。公司表示，两个比较期间产量“略有下降”主要归因于哥伦比亚注水优化措施的实施时间以及加拿大Simonette资产的出售，部分被Charapa区块Conejo油井高于预期的产量以及2025年12月收购的厄瓜多尔Perico区块新增产量所抵消。 第一季度调整后EBITDA为7390万美元，而2025年第一季度为8520万美元。 公司还修订了此前公布的2026年业绩指引，以反映自2025年12月发布初始展望以来市场状况和投资组合构成的变化。 公司表示：“尽管自2025年12月以来，大宗商品价格上涨改善了市场环境，但新增对冲、Simonette产量损失以及与投资组合新增相关的额外资本支出部分抵消了预期自由现金流的提升。” “按照以下预测价格，Gran Tierra预计2026年的对冲损失将达到7000万至7200万美元。” 该公司目前预计，在2026年的基本情景下，自由现金流为9500万至1.15亿美元，EBITDA为3.45亿至3.95亿美元，而此前的基本情景预期分别为6000万至8000万美元和2.8亿至3.3亿美元。 在修订后的2026年展望中，该公司预计2026年的基本情景下日产量为4万至4.5万桶油当量，而此前的预期为4.2万至4.7万桶油当量。 根据目前的预测，2026 年基本情景下的资本支出预计为 1.3 亿美元至 1.7 亿美元，高于此前预测的 1.2 亿美元至 1.6 亿美元。 “本季度业绩反映了 2026 年的强劲开局，产量符合预期，资本支出低于计划，这体现了公司各部门严谨的执行力。” Gran Tierra 总裁兼首席执行官 Gary Guidry 表示。 “随着西蒙内特资产处置的完成和债券置换的成功，我们的财务状况更加稳健，能够更好地支持日常运营并持续降低资产负债率。我们与阿塞拜疆共和国国家石油公司（“SOCAR”）签署了勘探、开发和生产分成协议，并与阿塞拜疆国家石油公司（Ecopetrol）建立了战略合作伙伴关系，预计这将释放运营协同效应，并进一步提升长期价值创造。在这些战略发展和不断变化的市场环境的支持下，我们修订后的2026年业绩指引反映了对自由现金流更为乐观的预期，同时我们将继续保持稳健的资本配置策略。展望未来，我们将继续专注于增强财务实力、创造自由现金流和降低债务，从而持续为股东创造长期价值。”
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