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Home  /   Forum   /   Exmar   /   Forum Exmar geopend

Aandeel Exmar BRU:EXM.BL, BE0003808251

Laatste koers (eur) Verschil Volume
8,060   -0,010   (-0,12%) Dagrange 8,060 - 8,150 1.156   Gem. (3M) 17,3K

Forum Exmar geopend

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2.686 Posts
Pagina: «« 1 ... 50 51 52 53 54 ... 135 »» | Laatste | Omlaag ↓
  3. forum rang 7 €URO-Trader 1 februari 2021 10:21
    Zo, de aankoop van vrijdag met de dip er zojuist weer uitgedaan. Beter genoeg dan teveel in de porto. Wel even mijn Gak lager kunnen zetten en nu weer op niveau. Dat Exmar de €5 aantikt dit jaar is zeker, maar zal eerder met sprongen gaan dan gematigd. Er is al een opkoper bezig gezien de volumes en de momenten van de laatste maanden. Heb al een vermoeden wie dat is, maar dat noemt men speculeren. Succes!
  4. Shlomo 1 februari 2021 12:36
    Using FLNGs to ‘fast-track’ the monetisation of gas resources
    15 Jan 2021
    Easier to finance and more flexible than traditional onshore liquefaction infrastructure, FLNG technology can ‘fast-track’ the monetisation of gas resources

    One of the key advantages of utilising floating LNG (FLNG) technology over permanent shoreside infrastructure to produce LNG for export is its ability to ‘fast-track’ a project, quickly monetising associated gas resources.
    Speaking at Riviera Maritime Media’s LNG Ship/Shore Interface Conference in November, Exmar managing director for infrastructure Jonathan Raes emphasised that point, noting that deployment of an FLNG solution could take as little as six months, from customer contract to commercial acceptance, if all the right conditions are in place.
    While a newbuild FLNG solution could be available in slightly more than three years, Mr Raes said using an existing FLNG vessel, such as its barge-based Tango FLNG, that is commercially available could result in rapid commercial development. “This could be deployed in a timeframe of less than six months, if the gas specification, and the relative mooring infrastructure – a jetty – is already in place,” he said.
    Another advantage of FLNG technology is that it mitigates risk because it is built by a skilled workforce in a shipyard or fabrication facility. By contrast he pointed out: “A greenfield development can imply a certain risk, as we have seen with liquefaction projects around the world.”
    “You can unlock new gas reserves around the world on a very fast-track basis - in less than six months”
    Mr Raes said FLNG technology is ideally tailored around smaller, so-called ‘stranded’ gas reserves. “You don’t need to necessarily have these mega-gas reserves to monetise the facility. You can really unlock the smaller gas pockets.”
    The technology also lends itself as a transitional solution he said: “You don’t need to have necessarily a term of 20 years to unlock the gas.”
    Key considerations
    In his presentation, Mr Raes made note of the key technical and economic factors when considering the development and commercial viability of a new liquefaction project. One of the most important of these is the availability of cost competitive gas, he said.
    “Due to its limited footprint and redeployment possibilities, Exmar’s FLNG vessel can unlock smaller gas; this allows investors to monetise cheap gas from stranded fields and associated gas (flaring).
    A second consideration involves the composition of the natural gas. All natural gas is not created equal. While the largest component of natural gas is methane, other components include heavier hydrocarbon liquids that are commonly referred to as natural gas liquids (NGLs). NGLs include ethane, propane, butanes, and natural gasoline (condensate). These heavier hydrocarbon liquids are removed from the natural gas stream. Gas processing, either pre-treatment or dehydration, adds cost and complexity to the project.
    Mr Raes said if the gas composition is not properly balanced it could have an impact on the viability of an FLNG project.
    A third consideration is the availability of infrastructure. This starts with location; an FLNG project should be cited close to an existing natural gas pipeline infrastructure, he said. He cautioned that a developer should “avoid having to build hundreds of kilometres of new pipelines – which adds additional cost to the project, jeopardising its potential viability.”
    Mooring infrastructure and suitable metocean conditions – wind, wave and climate – must also be factored into a project. He noted the need to build a breakwater, for example, or a new jetty or special mooring solution, could drive up the cost of development significantly.

    Jonathan Raes (Exmar): “You don't necessarily need to have these mega-gas reserves to monetise the facility” (source: Exmar)
    FLNG vessel experience
    Selecting the right FLNG technology is critical, noted Mr Raes. He said past projects had reached production costs more than US$2,000 per tonne of LNG produce because of significant cost overruns.
    With its barge-based Tango FLNG vessel, Exmar was able to achieve production costs of US$500 per tonne when it was deployed to Argentina in 2019, making it very cost competitive, he said.
    Using feed gas from Argentina’s Vaca Muerta shale gas field, Tango FLNG operated for a year and a half in the country, producing LNG cargoes for export.
    With a length overall of 144 m, beam of 32 m, draught of 5.4 m and a storage capacity of 16,100 m3, Tango FLNG can produce approximately 0.5 mta of LNG. The first FLNG vessel in the Americas and the first barge-based unit of its kind, Tango FLNG made use of space-efficient Black & Veatch Prico single-mixed refrigerant technology.
    Mr Raes said it was deployed in Argentina, Tango FLNG produced LNG which would gradually load cargo via ship-to-ship transfer to a conventional LNG carrier moored alongside. The LNG carrier would gradually be filled up over a 35-day period. Once filled, the cargo would be sold on the international market.
    The Tango FLNG vessel is fully self-sufficient, with its own diesel-electric power generation, said Mr Raes: “Basically, you need the gas connection pipeline, gas hose unloading arm and you are ready to liquefy – depending, of course, on the gas specification.”
    He continued: “In Argentina, we had our first meeting with the customer in August 2018. Three months later, we signed a long-term contract. About six months later, we had produced the first LNG, and the facility was commercially accepted in early June 2019. Since then, we produced five cargo successfully from shale gas, which was sold into the international energy markets.”
    Originally, Tango FLNG was expected to operate for 10 years in Argentina, producing LNG under a long-term charter agreement between Exmar and YPF. The Argentina oil and gas company estimated it would produce annual revenues of US$200M from LNG exports.
    This never materialised because of the energy demand destruction caused by the coronavirus pandemic. This led YPF in June 2020 to declare force majeure on the charter. In October 2020, it reached a settlement to pay US$150M to Exmar for the cancelled contract.
    While it was in operation, Tango FLNG “performed fully above our expectations,” said Mr Raes.
    “FLNG has a very strong value proposition. We can now deploy this facility and unlock new gas reserves around the world on a very fast-track basis,” he said.
    “When it comes to newbuild FLNG solutions, the first LNG can be achieved slightly longer than three years, with a very cost competitive solution.
    “In the meantime, the technologies are fully proven [and] mature. We will continuously integrate the learning curve from existing projects into new developments. It is important to consider when implementing FLNG technology that the project needs to be competitive with cyclical LNG markets” he concluded
  5. Shlomo 1 februari 2021 14:26
    Charter prices for gas carriers are goining skyhigh as you can see Not only for lng vessel excalibar but als for the lpg vessels. LNG tanker rates have more than doubled from a month ago, with the daily charter rate for shipping LNG in the Atlantic basin rising to a record $322,500 a day as of last Friday, said Tim Mendelssohn, managing director at Spark Commodities.

  7. GEMT 5 februari 2021 15:21
    The global VLCC orderbook has seen a sizeable chunk removed this week.

    South Korea’s Hyundai Heavy Industries and sister yard Hyundai Samho Heavy Industries have cancelled 10 VLCC construction contracts worth KRW980bn ($871.6m) due to the unspecified Oceanian client’s failure to pay downpayments on time. The orders were placed in November last year, split 70:30 in Hyundai Heavy’s favour.

    Removing 10 VLCCs from the global orderbook is significant. Prior to Hyundai Heavy’s news yesterday, Alphatanker data showed there were just 86 VLCCs on order around the world.
  8. Shlomo 6 februari 2021 14:17
    Dit kan echter van invloed zijn op Euronav en niet voor Exmar. Exmar opereert op de lpg en lng lading markt terwijl Euronav op de VLCC markt opereert. De charterprijzen voor gasschepen zijn booming en die voor VLCC niet ivm met het feit dat er heel weinig lading aanbod is en Opec restricties. Euronav is overigens wel interessant ze kopen veel eigen aandelen in wat de waarde van het aandeel alleen maar goed doet in slechte tijden.
  10. JP'94 13 februari 2021 23:25
    Reward for EOC

    The EXMAR Group is pleased to announce that its ’Houston based subsidiary, EXMAR Offshore
    Company (“EOC”), has been awarded a grant from the National Offshore Wind Research and
    Development Consortium (“the Consortium”) to study the Feasibility of a Jones Act Compliant Wind
    Turbine Installation Vessel Conversion.

    The Consortium made the announcement on 26 January for the Round One awards in the Offshore
    Wind Solicitation 1.0 for offshore wind technology research and development projects. The
    announcement advances the Consortium’s long-term strategy for identifying innovative technology
    to drive down costs of offshore wind development in the United States, making it even more
    competitive with other generation resources.
    “On behalf of the Consortium, I am excited to announce these awards,” said Carrie Cullen Hitt,
    Executive Director of the Consortium. “The awards reflect critical topics identified by the industry to
    advance offshore wind development and the development of a US supply chain to support the
    industry.”

    “These projects will enable the continued scaling of offshore wind turbines to even greater heights,
    allowing them to access the excellent wind resources off our coasts while capitalizing on economies of
    scale,” said Robert Marlay, Director of the U.S. Department of Energy’s Wind Energy Technologies
    Office.

    “We are excited to have been awarded a feasibility study from NOWRDC. The US offshore wind
    industry needs a robust and cost-effective domestic supply chain to support its development and
    EOC’s decades of engineering and design of innovative marine solutions will be applied to this effort,”
    said David Lim, Managing Director of EXMAR Offshore Company.

    The competitive solicitation, open to companies and academic and research institutions, sought new
    solutions that remove barriers and address issues essential for cost reduction, deployment, and
    industry growth in the United States. This announcement addresses awards for Round One: Enabling
    Large Scale Turbines (15 Megawatt).

    Bron:http://www.exmar.be/en/news-center

  13. forum rang 7 €URO-Trader 27 februari 2021 20:45
    Onder de drie stap ik weer in. Afhankelijk vd oplopende rente neem ik nog even afstand, zit weer voor een deel in Euronav aangezien men meer eigen vermogen heeft en aandelen inkoopt. Zodra de olieconsumptie toe neemt zal de koers stijgen is het idee. Volgende week wellicht Exmar in de portefeuille.
  17. Kojo 9 maart 2021 20:13
    quote:

    anakwaboe schreef op 8 maart 2021 07:31:

    Ingestapt op 12€ jaren geleden steeds bijgekocht zit nu op 4,45 € maar zit al jaren te wachten op een stijging maar geloof er echt niet meer in eens ooit terug op 4,45 € gaan ze er uit.
    @ Anakwaboe,

    Zelf zit ik niet in Exmar. Ik heb wel enkele keren op korte termijn gehandeld en ik volg het aandeel verder om te zien of er zich geen opportuniteiten voordoen. Maar ik krijg steeds meer de indruk dat de koers langzaam naar iets hogere niveaus klimt. Mocht Exmar erin slagen om een nieuwe klant te vinden voor de Tango FLNG, dan zie ik de koers verder herstellen tot rond de € 4,50.
  19. Philips De Stoute 13 maart 2021 15:16
    Vrijdag 19 maart komen de jaarresulaten van 2020 om 17u45, dus nabeurs. Ben eens benieuwd wat er allemaal naar boven komt! We zullen wel zien. Ik hoop dat ze goed zijn, met al die betalingen die ze ontvangen hebben van de Tango en misschien een nieuwe klant ervoor.
    Nog een weekje wachten en hopelijk de koers een stuk hoger dan 4€.
2.686 Posts
Pagina: «« 1 ... 50 51 52 53 54 ... 135 »» | Laatste |Omhoog ↑

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