REG-Salamander EnergyPLC Interim Results - Part 2 Released: 27/08/2009


  
Part 2 : For preceding part double-click [nRn1a0782Y]  
  31 December 2008                                              29,844     378,685         244,519          (70,945)            582,103   
  Share based payments                                          -          -               1,532            -                   1,532     
  Loss for the period                                           -          -               -                (14,342)            (14,342)  
  30 June 2009                                                  29,844     378,685         246,051          (85,287)            569,293   
  
  
Other reserves comprise:  
  
 
                                  Six months       Six months       Year ended          
                                  ended 30 June    ended 30 June     31 December 2008   
                                  2009              2008                                
                                  Unaudited        Unaudited                            
                                  $'000s           $'000s           $'000s              
  Share based payment reserve     4,320            1,705            2,788               
  Merger reserve                  241,731          245,305          241,731             
  Total other reserves            246,051          247,010          244,519             
  
  
  CONDENSED CONSOLIDATED BALANCE SHEET  
  
30 June 2009  
  
 
                                                      30 June      30 June      31 December   
                                                      2009         2008         2008          
                                                      Unaudited    Unaudited                  
                                               Note   $'000s       $'000s       $'000s        
  ASSETS                                                                                      
  Non-current assets                                                                          
  Intangible assets                            9.     226,660      174,775      214,814       
  Property, plant and equipment                10.    577,669      531,646      552,138       
  Other receivables:                                                                          
                    Restricted bank deposits          12,118       21,360       12,084        
                    Other                             5,173        3,218        4,475         
  Deferred tax assets                                 503          -            387           
  Total non-current assets                            822,123      730,999      783,898       
                                                                                              
  Current assets                                                                              
  Asset held for sale                                 60           1,000        60            
  Inventories                                         10,382       7,794        7,894         
  Trade and other receivables                         64,580       44,446       39,240        
  Financial assets - hedges                           -            -            5,708         
  Cash and cash equivalents                           59,194       55,566       103,012       
  Total current assets                                134,216      108,806      155,914       
  Total assets                                        956,339      839,805      939,812       
                                                                                              
  LIABILITIES                                                                                 
  Non-current liabilities                                                                     
  Borrowings                                   11.    154,755      138,453      157,016       
  Financial liabilities - hedges                      2,364        -            -             
  Provisions                                          6,880        4,153        4,713         
  Deferred tax liability                              141,583      173,853      147,889       
  Total non-current liabilities                       305,582      316,459      309,618       
                                                                                              
  Current liabilities                                                                         
  Trade and other payables                            39,758       41,420       41,829        
  Financial liabilities - hedges                      11,967       -            -             
  Borrowings due within one year               11.    15,988       19,069       -             
  Current tax payable                                 13,751       4,642        6,262         
  Total current liabilities                           81,464       65,131       48,091        
  Total liabilities                                   387,046      381,590      357,709       
  Net assets                                          569,293      458,215      582,103       
                                                                                              
  EQUITY                                                                                      
  Share capital                                12.    29,844       23,443       29,844        
  Share premium                                       378,685      198,856      378,685       
  Other reserves                                      246,051      247,010      244,519       
  Retained loss                                       (85,287)     (11,094)     (70,945)      
  Total equity                                        569,293      458,215      582,103       
  
  
The interim financial information was approved by the Board of Directors on 26 
August 2009.  
  
  CONDENSED CONSOLIDATED CASH FLOW STATEMENT  
  
Six months ended 30 June 2009  
  
 
                                                                     Six months       Six months       Year ended          
                                                                     ended 30 June    ended 30 June     31 December 2008   
                                                                     2009              2008                                
                                                                     Unaudited        Unaudited                            
                                                                     $'000s           $'000s           $'000s              
  Cash flow from operating activities                                                                                      
  (Loss)/Profit before tax                                           (5,771)          3,844            (75,472)            
  Adjustments for:                                                                                                         
                                 Profit on disposal of assets        -                -                (807)               
                                 Exploration write offs              -                10,226           39,065              
                                 Amortisation and depreciation       29,201           9,784            83,104              
                                 Interest revenue                    (906)            (3,865)          (5,814)             
                                 Finance costs                       783              2,687            2,953               
                                 Other financial losses/(gains)      16,330           466              (3,564)             
                                 Share based payment                 905              643              939                 
  Operating cash flow prior to working capital                       40,542           23,785           40,404              
  Increase in inventories                                            (2,488)          (76)             (176)               
  (Increase)/Decrease in trade and other receivables                 (13,983)         (426)            1,326               
  Increase/(Decrease) in trade and other payables                    3,270            2,051            (128)               
  Cash generated from operations                                     27,341           25,334           41,426              
  Payment of tax                                                     (7,504)          (9,919)          (15,916)            
  Net cash inflows from operating activities                         19,837           15,415           25,510              
                                                                                                                           
  Cash flow from investing activities                                                                                      
  Acquisition of subsidiary                                          -                (32,675)         (32,676)            
  Expenditures on intangible assets                                  (19,296)         (42,937)         (133,110)           
  Purchase of property, plant and equipment                          (51,008)         (52,133)         (113,315)           
  Disposal of assets                                                 -                -                1,500               
  Loan advances                                                      (5,000)          (32,350)         (32,350)            
  Repayment/(Payment) of other receivables                           (34)             (3,371)          5,905               
  Interest received                                                  906              1,595            3,545               
  Net cash used in investing activities                              (74,432)         (161,871)        (300,501)           
                                                                                                                           
  Cash flow from financing activities                                                                                      
  Interest paid                                                      (2,685)          (1,700)          (5,848)             
  Other financial receipts/(payments)                                -                -                (3,401)             
  Cash flows in respect of long term borrowings                      13,425           90,796           89,670              
  Net proceeds from the issue of shares                              -                -                192,019             
  Costs of issuing new shares                                        -                (3,489)          (12,851)            
  Net cash from financing activities                                 10,740           85,607           259,589             
                                                                                                                           
  Net decrease in cash and cash equivalents                          (43,855)         (60,849)         (15,402)            
  Cash and cash equivalents at the beginning of the period           103,012          116,881          116,881             
  Effect of foreign exchange rate change                             37               (466)            1,533               
  Cash and cash equivalents at the end of the period                 59,194           55,566           103,012             
  
  
  NOTES TO THE CONDENSED CONSOLIDATED FINANCIAL STATEMENTS AT 30 JUNE 2009  
  
1.     General information  
  
The information for the year ended 31 December 2008 does not constitute 
statutory accounts as defined in section 240 of the Companies Act 1985. A copy 
of the statutory accounts for that year has been delivered to the Registrar of 
Companies. The auditors' report on those accounts was not qualified, did not 
draw attention to any matters by way of emphasis and did not contain statements 
under section 237(2) or (3) of the Companies Act 1985.  
  
2.     Accounting policies  
  
The annual financial statements of Salamander Energy plc are prepared in 
accordance with International Financial Reporting Standards (IFRSs) as adopted 
by the European Union. The condensed set of financial statements included in 
this interim report has been prepared in accordance with International 
Accounting Standard 34 "Interim Financial Reporting" as adopted by the European 
Union.   
  
Basis of preparation  
  
The Group's business activities, together with the factors likely to affect its 
future development, performance and position are set out in the interim 
management report on pages 1 to12. The interim management report also includes a 
summary of the Group's financial position, its cash flows and borrowing 
facilities.  
  
The directors believe the Group is adequately placed to manage its business 
risks successfully despite the current uncertain economic outlook. The Group's 
forecasts and projections, taking account of reasonably possible changes in 
trading performance, show that the Group should be able to operate within the 
level of its current committed facilities.  
  
After making enquiries, the directors have a reasonable expectation that the 
Group has adequate resources to continue in operational existence for the 
foreseeable future. Accordingly, they continue to adopt the going concern basis 
in preparing the half-yearly condensed financial statements.   
  
The same accounting policies, presentation and methods of computation are 
followed in the condensed set of financial statements as applied in the Group's 
latest annual audited financial statements except as noted below.  
  
Changes in accounting policy  
  
In the current financial year, the Group has adopted International Financial 
Reporting Standard 8 "Operating Segments", International Accounting Standard 1 
"Presentation of Financial Statements" (revised 2007) and International 
Accounting Standard 23 "Borrowing Costs" (March 2007),  
  
IFRS 8 requires operating segments to be identified on the basis of internal 
reports about components of the Group. The adoption of IFRS 8 has had no effect 
on the identified operating segments for the Group which are also the reportable 
segments.  
  
IAS 1 (revised) requires the presentation of a statement of changes in equity as 
a primary statement, separate from the income statement and statement of 
recognised income and expense. As a result, a condensed consolidated statement 
of changes in equity has been included in the primary statements, showing 
changes in each component of equity for each period presented. As the Group has 
only recognised losses in the periods presented, no statement of recognised 
income and expenses is included.  
  
IAS 23 (March 2007) had no impact on the Group, as the Group already capitalises 
borrowing costs directly attributable to the construction of qualifying assets 
under its existing accounting policies.  
  
3.    Segmental analysis  
  
The Group currently operates in five geographical areas, namely Thailand, 
Indonesia, Philippines, Lao PDR and Vietnam. This is the basis on which 
information is reported to management for the purpose of resource allocation and 
assessment of segment performance. Other operating expenses, assets and 
liabilities relate to general management, finance and administration and tax of 
the Group.  
  
The operations of the Group comprise one class of business, being oil and gas 
exploration, development and production.  
  
 
                                            Six months ended 30 June 2009                                      
                                 Thailand   Indonesia   Philippines   Lao PDR   Vietnam   Other      Total     
                                 $'000s     $'000s      $'000s        $'000s    $'000s    $'000s     $'000s    
  Revenue (external)             53,277     24,251      -             -         -         (377)      77,151    
  Operating profit/(loss)        15,650     461         (5)           (27)      (9)       (5,634)    10,436    
  Interest revenue               -          -           -             -         -         906        906       
  Finance cost                   -          -           -             -         -         (783)      (783)     
  Other financial losses         -          -           -             -         -         (16,330)   (16,330)  
  Profit/(Loss)before tax        15,650     461         (5)           (27)      (9)       (21,841)   (5,771)   
  Tax                            -          -           -             -         -         (8,571)    (8,571)   
  Profit/(Loss) for the period   15,650     461         (5)           (27)      (9)       (30,412)   (14,342)  
                                                                                                               
  Segment assets                 375,466    471,144     5,942         7,309     25,738    70,740     956,339   
  Segment liabilities            29,929     27,187      30            693       637       328,570    387,046   
  
  
 
                                            Six months ended 30 June 2008                                      
                                 Thailand   Indonesia   Philippines   Lao PDR   Vietnam   Other      Total     
                                 $'000s     $'000s      $'000s        $'000s    $'000s    $'000s     $'000s    
  Revenue (external)             12,250     34,595      -             -         -         -          46,845    
  Operating profit/(loss)        8,615      2,178       (33)          (38)      (5)       (7,585)    3,132     
  Interest revenue               -          -           -             -         -         3,865      3,865     
  Finance cost                   -          -           -             -         -         (2,687)    (2,687)   
  Other financial losses         -          -           -             -         -         (466)      (466)     
  Profit/(Loss)before tax        8,615      2,178       (33)          (38)      (5)       (6,873)    3,844     
  Tax                            -          -           -             -         -         (10,488)   (10,488)  
  Profit/(Loss) for the period   8,615      2,178       (33)          (38)      (5)       (17,361)   (6,644)   
                                                                                                               
  Segment assets                 414,631    342,346     10,660        7,161     4,546     60,461     839,805   
  Segment liabilities            15,608     183,686     421           2,192     235       179,448    381,590   
  
  
 
                                     Year ended 31 December 2008                                        
                          Thailand   Indonesia   Philippines   Lao PDR   Vietnam   Other      Total     
                          $'000s     $'000s      $'000s        $'000s    $'000s    $'000s     $'000s    
  Revenue (external)      40,452     60,301      -             -         -         -          100,753   
  Operating loss          (40,496)   (887)       (22,748)      (72)      (10)      (17,684)   (81,897)  
  Interest revenue        -          -           -             -         -         5,814      5,814     
  Finance cost            -          -           -             -         -         (2,953)    (2,953)   
  Other financial gains   -          -           -             -         -         3,564      3,564     
  Loss before tax         (40,496)   (887)       (22,748)      (72)      (10)      (11,259)   (75,472)  
  Tax                     -          -           -             -         -         8,977      8,977     
  Loss for the year       (40,496)   (887)       (22,748)      (72)      (10)      (2,282)    (66,495)  
                                                                                                        
  Segment assets          357,913    464,345     6,042         10,802    22,879    77,830     939,812   
  Segment liabilities     17,200     28,778      265           755       2,522     308,189    357,709   
  
  
 4.    Revenue  
  
Revenue, excluding interest revenue of $906,000 (1H'08: $3,865,000, FY'08: 
$5,814,000), comprises:  
  
 
                                               Six Months ended 30 June   Six Months ended 30 June   Year ended 31   
                                               2009                       2008                       December 2008   
                                               $'000s                     $'000s                     $'000s          
  Sales of Oil                                 64,835                     27,673                     62,218          
  Sales of Gas                                 12,692                     19,172                     38,535          
  Realised loss on hedges                      (376)                      -                          -               
  Total Revenue (excluding Interest Revenue)   77,151                     46,845                     100,753         
  
  
5. Cost of sales  
  
Cost of Sales comprises:  
  
 
                                           Six Months ended 30 June   Six Months ended 30 June   Year ended 31   
                                           2009                       2008                       December 2008   
                                           $'000s                     $'000s                     $'000s          
  Operating Costs                          25,183                     14,198                     42,573          
  Royalty Payable                          4,911                      1,531                      4,254           
  Amortisation of Oil and Gas Properties   28,884                     9,537                      27,725          
  Impairment                               -                          -                          55,000          
  Overlift/(Underlift)                     2,612                      491                        (1,303)         
  Movement in inventories of Oil           (75)                       -                          (2,697)         
  Total cost of sales                      61,515                     25,757                     125,552         
  
  
Royalties of $4,073,000 (1H'08: $1,531,000, FY'08: $3,113,000) were payable in 
respect of certain of the Group's Thailand assets and in accordance with the 
applicable Thailand tax regulations, was deductible as an advance payment of 
income tax to the extent income tax was payable (see note 7).  
  
6.  Other Financial Gains and Losses  
  
 
                                         Six Months ended 30 June   Six Months ended 30 June   Year ended 31   
                                         2009                       2008                       December 2008   
                                         $'000s                     $'000s                     $'000s          
  Financial exchange gains/(losses)      37                         (466)                      1,533           
  Mark to market movements               (16,367)                   -                          3,031           
  Total other financial gains/(losses)   (16,330)                   (466)                      3,564           
  
  
Mark to market movements for the first half of 2009 are explained in the 
financial review.  
  
7. Tax  
  
The tax charge for the six month period of $8,571,000 (1H'08: $10,488,000, FY'08 
credit: $8,977,000) comprised corporate income tax of $14,993,000 (1H'08: 
$8,688,000, FY'08: $14,651,000) and deferred tax of $6,422,000 (1H'08: 
$1,800,000, FY'08 net credit: $23,628,000) primarily arising from the Group's 
Indonesia and Thailand operations. The tax charge/(credit) can be reconciled to 
(loss)/profit before tax per the income statement as follows:  
  
 
                                           Six Months ended 30 June   Six Months ended 30 June   Year ended 31   
                                           2009                       2008                       December 2008   
                                           $'000s                     $'000s                     $'000s          
  (Loss)/Profitbefore tax                  (5,771)                    3,844                      (75,472)        
  Applicable rate of tax                   28%                        29%                        28.5%           
  Tax at applicable rate of tax            (1,616)                    1,115                      (21,509)        
  Tax effect of:                                                                                                 
  Items which are not deductible for tax   6,913                      5,751                      18,783          
  UKlosses not recognised                  682                        512                        306             
  Foreign profits not recognised           (431)                      508                        276             
  Royalty tax credit                       (469)                      (888)                      (1,774)         
  Different foreign tax rates              3,492                      3,490                      (5,059)         
  Total income tax charge/(credit)         8,571                      10,488                     (8,977)         
  
  
The average applicable tax rate is assumed as 28% being the UK corporation tax 
rate for the period since 1 April 2008.  
  
8.  Loss per share  
  
The calculation of the basic and diluted loss per share is based on the 
following data:  
  
 
                                                               Units    Six months to 30 June 2009   Six months to 30 June 2008   Year to 31 December 2008  
  Loss for the purpose of basic and diluted earnings per       $'000s   (14,342)                     (6,644)                      (66,495)                  
  share being the net loss attributable to equity holders of                                                                                                
  the parent                                                                                                                                                
  Weighted average number of ordinary shares for the purpose   $'000s   152,781                      106,399                      126,268                   
  of basic and diluted earnings per share(1)                                                                                                                
  Loss per ordinary share                                                                                                                                   
  Basic and Diluted                                            $'s      (0.09)                       (0.06)                       (0.53)                    
  
  
 
  1.   As there is a loss for the period, there is no difference   
       between the basic and diluted loss per share. Potentially   
       dilutive ordinary shares, in respect of the Company's PSP,  
       for the six month period were 4,567,509 (1H'08: 2,620,212,  
       FY'08: 2,502,959).                                          
  
  
9.     Intangible assets  
  
 
                                               30 June   30 June    31              
                                               2009      2008       December 2008   
                                               $'000s    $'000s     $'000s          
  Exploration and evaluation                                                        
  At 1 January                                 214,814   54,523     54,523          
  Additions                                    11,846    130,478    206,770         
  Transfers to property, plant and equipment   -         -          (7,414)         
  Costs written off                            -         (10,226)   (39,065)        
  Net book amount at end of period             226,660   174,775    214,814         
  
  
  10.    Property, plant and equipment  
  
 
                                     Oil and gas properties             Other fixed assets              Total netbookamount  
                                     Cost      Amortisat'n   Total      Cost     Depreciat'n   Total   
                                     $'000s    $'000s        $'000s     $'000s   $'000s        $'000s   $'000s               
  1 January 2008                     141,725   (22,998)      118,727    1,756    (592)         1,164    119,891              
  Additions for the period           421,457   -             421,457    82       -             82       421,539              
  Charge for the period              -         (9,537)       (9,537)    -        (247)         (247)    (9,784)              
  30 June 2008                       563,182   (32,535)      530,647    1,838    (839)         999      531,646              
  Additions for the period           86,373    -             86,373     25       -             25       86,398               
  Transfers from intangible assets   7,414     -             7,414      -        -             -        7,414                
  Charge for the period              -         (73,188)      (73,188)   -        (132)         (132)    (73,320)             
  31 December 2008                   656,969   (105,723)     551,246    1,863    (971)         892      552,138              
  Additions for the period           54,337    -             54,337     395      -             395      54,732               
  Charge for the period              -         (28,884)      (28,884)   -        (317)         (317)    (29,201)             
  30 June 2009                       711,306   (134,607)     576,699    2,258    (1,288)       970      577,669              
  
  
11.    Borrowings  
  
 
                                    30 June    30 June    31              
                                    2009       2008       December 2008   
                                    $'000s     $'000s     $'000s          
  Principal repayable on maturity   174,343    160,918    160,918         
  Less deferred fees                (3,600)    (3,396)    (3,902)         
  Total borrowings                  170,743    157,522    157,016         
  Less amounts due withinone year   (15,988)   (19,069)   -               
  Total longterm borrowings         154,755    138,453    157,016         
  
  
Net debt  
  
 
                                    30 June    30 June    31              
                                    2009       2008       December 2008   
                                    $'000s     $'000s     $'000s          
  Longterm borrowings               154,755    138,453    157,016         
  Add amounts due within one year   15,988     19,069     -               
  Less cash and cash equivalents    (59,194)   (55,566)   (103,012)       
  Total net debt                    111,549    101,956    54,004          
  
  
12. Equity  
  
Share capital as at 30 June 2009 amounted to $29,844,000 (FY'08 $29,844,000). 
The number of shares in issue is 152,781,255 (FY'08: 152,751,255).  
  
13.    Post Balance Sheet Events  
  
On 24 July 2009, the Group purchased further commodity price hedges; a zero cost 
collar for 1,500 bpd with a put and call strike price of $60.00/bbl and 
$90.50/bbl respectively.  
  
On 11 August 2009, the Glagah-Kambuna gas-condensate field in Indonesia came on 
stream.  
  
On 13 August 2009, the Group announced it had completed drilling operations on 
the South Sebuku-1 exploration well. The well tested gas at a rate of 10.9 
MMscfd and has been suspended as a potential future producer pending further 
appraisal work expected in 2010.  
  
 
This information is provided by RNS  
  
The company news service from the London Stock Exchange  
  
  END  
  
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