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De concurrentie zit niet stil (verzameldraadje)
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Nederlandse concurrent van SBM Offshore mag grote Turret bouwen voor Chevron ; bron : www.upstreamonline.com/live/1408002/b... .
Ik neem aan goedkoper dan SBM kan leveren
Inderdaad: "Bluewater was said to be locked in a tight battle with compatriot rival SBM Offshore for the contract, for which a value was not disclosed" (Upstream). Overigens enigszins verwonderlijk, want SBM mikt eerder op marge dan op omzet, en wilt niet ten allen prijze de goedkoopste zijn.
Tja, het is core business. Beide Nederlandse bedrijven bouwen FPSO's en Turrets. Bluewater is een kleine speler (nog wel) waarvan ik niet had verwacht dat zij dit contract zouden winnen.
ff_relativeren schreef op 7 augustus 2015 11:29 :
Tja, het is core business. Beide Nederlandse bedrijven bouwen FPSO's en Turrets.
Bluewater is een kleine speler (nog wel) waarvan ik niet had verwacht dat zij dit contract zouden winnen.
Misschien toch eens onderzoeken of deze compatriot niet gewoon ingelijfd moet worden. ik zeg tijd voor buy & build..
Independent trader schreef op 7 augustus 2015 11:49 :
[...]
Misschien toch eens onderzoeken of deze compatriot niet gewoon ingelijfd moet worden. ik zeg tijd voor buy & build..
Het is niet zo maar een klein bedrijfje! Het is onderdeel van Heerema!
Ritageld schreef op 7 augustus 2015 11:58 :
[...]
Het is niet zo maar een klein bedrijfje! Het is onderdeel van Heerema!
ok! dankjewel! Dan nog is het een onderzoek waard. Ik geloof niet in een megafusie met Vopak, Fugro ed. maar samen met HAL selectieve overnames in de eigen niche dat zie ik wel zitten.
Kopermans schreef op 7 augustus 2015 11:20 :
Overigens
enigszins niet erg verwonderlijk, want SBM mikt eerder op marge dan op omzet, en wilt niet ten allen prijze de goedkoopste zijn.
Zoiets?
Chela schreef op 7 augustus 2015 12:38 :
[...] Zoiets?
Beter, Chela, dank.
Kopermans schreef op 7 augustus 2015 11:20 :
.. want SBM mikt eerder op marge dan op omzet, en wilt niet ten allen prijze de goedkoopste zijn.
Je weet natuurlijk niet waar Bluewater het op gehaald heeft, maar de markt lijkt mij momenteel zodanig dat het cherry picking toch minder aan de orde is.
Ik denk dat Bluewater deze opdracht mede te danken heeft aan een lange goede relatie. Opdracht voor Bluewater hing al even in de lucht en is daarom geen verrassing. Ik vermoed overigens ook dat Bluewater voor deze opdracht wel wat marge heef laten lopen, maar dat zal voor hun toch een goede keuze zijn op dit moment. gr kc
Keppel gaat de FPSO-ombouw uitvoeren voor Bumi Armada (Madura project). www.upstreamonline.com/live/1408269/k... .
Ik had het zien staan ff, maar in deze fase was het geen klus meer voor SBM leek me. Derhalve ook niet echt thuis in het 'concurrentie- draadje' kc
Onbemand offshore olie-platform. Ontwerpen, bouwen en installeren in zee. Totaalbedrag : 84 miljoen euro. Opdrachtgever : Statoil. Contractant : Heerema. Nederlandse Offshore dienstverlener. 84 miljoen. Dat is andere koek dan een FPSO van anderhalf miljard. bron : www.telegraaf.nl/dft/bedrijven/royal_... .
ff_relativeren schreef op 3 februari 2016 11:58 :
84 miljoen. Dat is andere koek dan een FPSO van anderhalf miljard.
Het is dan ook geen FPSO. En dus geen concurrentie voor SBM. En daarom niet te vermelden in dit draadje, eigenlijk.
Coba zei schreef op 3 februari 2016 12:38 :
[...]
Het is dan ook geen FPSO. En dus geen concurrentie voor SBM. En daarom niet te vermelden in dit draadje, eigenlijk.
Of je moet constateren dat de concurrentie de andere kant op vlucht, maar dat kan ik niet beoordelen
Bumi Armada appoints new CEO Harland previously worked at SBM Offshore, the largest FPSO operator in the world. KUALA LUMPUR: Bumi Armada Bhd has appointed Leon A. Harland as its new chief executive officer, to be effective on May 16. The company, one of the world’s largest providers of floating production, storage and offloading vessels (FPSO), told Bursa Malaysia that Harland, who will be appointed as an executive director, was currently Heerema Marine Contractors executive vice-president (commercial & technology) and a member of the board of management, with joint responsibility for the company’s performance, and direct responsibility for all commercial, contracting, engineering and innovation initiatives. Prior to joining Heerema, he worked at SBM Offshore, the largest FPSO operator in the world, where he held various positions in engineering, project management and business development. In 2004 Harland was tasked to start up and build SBM’s floating-LNG (FLNG) business. Bumi Armada said he was recognised as “an outstanding leader who drives business success through teamwork, enthusiasm and innovation.” “His wealth of experience in leading a large and reputable offshore contractor as well as having in-depth understanding of the FPSO and FLNG segments are seen as key assets to drive Bumi Armada towards growth, operational excellence and strategic partnerships with clients and stakeholders,” it said. Harland holds a Master of Science degree in Civil (Offshore) Engineering from Delft University of Technology in the Netherlands. He was also involved in fixed platform reliability research at Delft University of Technology and subsequently at Shell Research.www.thestar.com.my/business/business-...
Deze concurrent zit wel stil:www.thestar.com.my/business/business-... Wednesday, 9 March 2016 Contract termination a setback for Bumi Armada KUALA LUMPUR: The termination of Bumi Armada’s contract for the Balnaves field in Australia by Woodside Energy Julimar Pty Ltd could result in a setback to earnings. Maybank IB Research said the abrupt cancellation will bring a negative knee-jerk reaction on the stock, while the matter is unlikely to be resolved anytime soon. (pim f: -21%) Its earnings forecasts and target price are placed under review pending further clarity on this dispute. Based on its preliminary assessment, which is based on limited information, Maybank said the news is a major setback to Bumi Armada’s operations and financials. “Typically, when an FPSO contract is terminated midway, our understanding is that the FPSO operator would be compensated accordingly, based on the legal contractual framework,” it said on Wednesday. When Bumi Armada won the bid, the contract was worth US$593mil on a 4+4 year charter. A full impact to the stock’s financials from the development would be a negative 28%/11%/11% cut to Maybank’s 2016/2017/2018 net profit forecasts and a 22sen per share downward revision in its target price to RM1.23 (-15%). Bumi Armada received a Notice of Termination from Woodside Energy Julimar Pty Ltd, purporting to terminate the contract in relation to the charter of the Armada Claire, which has been operating in the Balnaves field, off north-western Australia, since delivering first oil in August 2014. Bumi Armada’s position is that the purported Notice of Termination is not valid. It is tantamount to a cancellation for convenience or alternatively, a repudiation of the contract by Woodside, pursuant to which it is entitled to compensation. The company intends to fully enforce its rights under the contract, including initiating legal proceedings against Woodside for its unlawful purported termination of contract.
Saturday, 12 March 2016 Oil price slump shakes FPSO sector THE prolonged decline in crude oil prices has started to shake the floating production, storage and offloading (FPSO) sector, which used to be touted as a sweet spot in the offshore oil and gas industry. Bumi Armada Bhd’s ongoing issues with its Australian FPSO give the impression that other FPSOs could potentially face similar troubles. The simple reasoning is that current depressed oil prices are forcing some oil field operators to shut down or shrink their production activities, and that in turn means using less service providers such as FPSOs. UOB Kay Hian senior analyst Kong Ho Meng is of the view that some FPSO contracts under Yinson Holdings Bhd and MISC Bhd could also be at risk. This is due the high production costs in the fields they operate in. For Yinson, he says the company’s FPSO Allan is still on the job although the production cost of the field it is working at is US$72.5 per barrel of oil equivalent (boe). “Yinson’s FPSO Allan is still contracted, despite low production volumes since 2011, and the company guided that the FPSO has redeployment opportunities,” Kong says. For Yinson’s other FPSO contracts, the fields production cost is as low as US$2.2 per boe to as high as US$20 per boe. For MISC, Kong says FPSO MAMPU 1, which is contracted to Ophir RSC for Vestigo and Scomi Energy, may face impairment risks. The production costs on the field could be around US$41 per boe. But he says the impact would be lesser due to its capital expenditure being lower than US100mil. Notably, Kong points out that the award of new contracts for the construction of FPSOs for this year would be very thin. “There are still quite a number of FPSOs waiting to be delivered this year,” he says. According data by Energy Maritime Associates (EMA), only four FPSO contracts were dished out last year, which were the worst in almost two decades. This was less than the 11 and 12 jobs awarded in 2014 and 2013 respectively.
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