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Investor Meet Company - Audio Archive
Investor Meet Company
100 episodes
3 days ago
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Investing
Business
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Investing
Business
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SERICA ENERGY PLC - Acquisition of portfolio of assets in the North Sea
Investor Meet Company - Audio Archive
2 weeks ago
SERICA ENERGY PLC - Acquisition of portfolio of assets in the North Sea

Serica Energy PLC (AIM:SQZ) provided an investor update outlining the strategic acquisition of a portfolio of high quality North Sea assets from Spirit Energy, reinforcing its growth strategy and strengthening long term company performance. The transaction materially increases reserves by more than 25 percent, adds stable and low cost gas weighted production, and enhances portfolio diversification across the UK Continental Shelf, including interests in the Cygnus, Clipper South, Galleon and Greater Markham Area assets. Management highlighted that the assets are highly cash generative, benefit from strong uptime, and are being acquired at an attractive valuation of under four dollars per barrel, with limited cash payable on completion due to favorable economic effective dates. The deal is expected to deliver approximately 100 million dollars of post tax free cash flow by 2028, supporting revenue growth, resilient margins, and sustainable shareholder returns. Importantly, the majority of decommissioning liabilities for operated assets remain with Spirit Energy, significantly reducing Serica’s long term risk profile and improving capital efficiency. The company emphasized disciplined capital allocation, strong liquidity, and the use of carried forward tax losses to enhance EBITDA and cash generation, while retaining flexibility to invest in organic growth opportunities such as infill drilling and redevelopment projects. Serica also reaffirmed its commitment to dividends, prudent balance sheet management, and a planned move to the London Stock Exchange main market, with further guidance on financial results, investment priorities, and outlook to be provided at its upcoming trading update and Capital Markets Day.

Investor Meet Company - Audio Archive