Apache's First-Quarter Net Income Doubles to $1.02 Billion

Date : 05/01/2008 @ 8:45AM
Source : PR Newswire
Stock : Apache Corp. (APA)
Quote : 71.46  -5.84 (-7.55%) @ 1:46PM
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Apache's First-Quarter Net Income Doubles to $1.02 Billion

HOUSTON, May 1 /PRNewswire-FirstCall/ -- Apache Corporation (NYSE:APANASDAQ:APA) today reported first-quarter net income of $1.02 billion, or $3.03 per diluted common share, the company's second consecutive quarter with earnings over $1 billion and a 108-percent increase from earnings of $492 million or $1.47 per share in the prior-year period. Excluding the non-cash impact of foreign currency fluctuations on deferred tax balances, Apache's first-quarter adjusted earnings* were a record $2.99 per share, up from $1.48 per share in the prior-year period.

First-quarter production increased 4 percent from the year-earlier period to 557,631 barrels of oil equivalent (boe) per day, driven by higher oil output in the United States, the North Sea and Egypt.

Cash from operations before changes in operating assets and liabilities* totaled $1.8 billion, compared with $1.2 billion in the prior-year period.

"Apache delivered strong financial results for the first quarter and -- just as important -- significant exploration results in each of our 'ACE' core growth areas of Australia, Canada and Egypt," said G. Steven Farris, Apache's president and chief executive officer. "These successes -- and the substantial inventory of wells we plan to drill in each area during 2008 -- will fuel the long-term reserve and production growth of the company.

"We expect production to accelerate into the second half of 2008 with increased activity in the United States, Argentina and Canada along with first production through the Salam gas plant expansion project in Egypt," Farris said.

Apache's discoveries included the Brulimar-1, Julimar Southeast-1 and the Halyard-1 in Australia; the Hydra-1X in Egypt, and three wells in the Muskwa Shale in the Ootla area of British Columbia.

The three horizontal wells in the Ootla area test-flowed at rates of 8.8 million cubic feet (MMcf), 6.1 MMcf and 5.3 MMcf of gas per day; the wells are on production and flowing through Apache's Missile gas plant. Apache and its partner EnCana have amassed 417,000 gross acres -- the largest acreage position in the emerging play.

In Egypt, Apache received approval to build a third gas-processing train with capacity of 100 MMcf per day. "We now project that our inventory of development projects will add 135,000 boe per day net to Apache's interests by the end of 2012," Farris said.

* Adjusted earnings and cash from operations before changes in operating assets and liabilities are non-GAAP measures. Please see reconciliations below.

NOTE: Apache will conduct a conference call to discuss its first-quarter results at 1 p.m. Central time on May 1, 2008. The call will be webcast from Apache's Web site, http://www.apachecorp.com/. The webcast replay and podcast will be archived on Apache's Web site. The conference call will be available for delayed playback by telephone for one week beginning at approximately 3 p.m. on May 1. To access the telephone playback, dial (719) 457-0820 and provide Apache's confirmation code, 8602447.

This news release contains certain "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995 including, without limitation, expectations, beliefs, plans and objectives regarding production and exploration activities. Any matters that are not historical facts are forward-looking and, accordingly, involve estimates, assumptions, risks and uncertainties, including, without limitation, risks, uncertainties and other factors discussed in our 2007 Form 10-K and on our Web site. There is no assurance that Apache's expectations will be realized, and actual results may differ materially from those expressed in the forward-looking statements. We assume no duty to update these statements as of any future date.

APACHE CORPORATION FINANCIAL INFORMATION (In thousands, except per share data)

For the Quarter Ended March 31, 2008 2007 REVENUES AND OTHER: Oil and gas production revenues $3,177,949 $2,023,067 Other 9,792 (20,192) 3,187,741 2,002,875

COSTS AND EXPENSES: Depreciation, depletion and amortization 620,489 530,913 Asset retirement obligation accretion 26,497 24,064 Lease operating expenses 454,638 382,107 Gathering and transportation 40,976 31,263 Taxes other than income 242,578 109,970 General and administrative 82,423 67,862 Financing costs, net 44,253 42,063 1,511,854 1,188,242

INCOME BEFORE INCOME TAXES 1,675,887 814,633 Current income tax provision 487,800 186,522 Deferred income tax provision 166,574 135,162

NET INCOME 1,021,513 492,949 Preferred stock dividends 1,420 1,420

INCOME ATTRIBUTABLE TO COMMON STOCK $1,020,093 $491,529

NET INCOME PER COMMON SHARE: Basic $3.06 $1.48 Diluted $3.03 $1.47

WEIGHTED AVERAGE COMMON SHARES OUTSTANDING 333,393 331,213

APACHE CORPORATION FINANCIAL INFORMATION (In thousands)

For the Quarter Ended March 31, 2008 2007 COSTS INCURRED: (1) North America exploration and development $743,356 $740,775 International exploration and development 608,463 426,369 $1,351,819 $1,167,144

Oil and gas property acquisitions $7,947 $1,026,896

(1) Includes noncash asset retirement costs and capitalized interest as follows: Capitalized interest $17,178 $21,776 Asset retirement costs $85,072 $74,821

March 31, December 31, 2008 2007 BALANCE SHEET DATA: Cash and Cash Equivalents $383,040 $125,823 Other Current Assets 2,670,063 2,626,428 Property and Equipment, net 25,865,386 25,231,593 Restricted Cash 228,134 - Goodwill 189,252 189,252 Other Assets 480,200 461,555 Total Assets $29,816,075 $28,634,651

Current Liabilities $3,000,482 $2,665,016 Long-Term Debt 3,911,924 4,011,605 Deferred Credits and Other Noncurrent Liabilities 6,823,662 6,580,051 Shareholders' Equity 16,080,007 15,377,979 Total Liabilities and Shareholders' Equity $29,816,075 $28,634,651

Common shares outstanding at end of period 333,589 332,927

APACHE CORPORATION FINANCIAL INFORMATION

For the Quarter Ended March 31, 2008 2007 FINANCIAL DATA (In thousands, except per share data): Revenues and other $3,187,741 $2,002,875 Income Attributable to Common Stock $1,020,093 $491,529 Basic Net Income Per Common Share $3.06 $1.48 Diluted Net Income Per Common Share $3.03 $1.47 Weighted Average Common Shares Outstanding 333,393 331,213 Diluted Shares Outstanding 336,549 333,302

PRODUCTION AND PRICING DATA: OIL VOLUME - Barrels per day United States 100,679 74,652 Canada 17,347 19,032 Egypt 62,551 60,371 Australia 9,420 12,141 North Sea 58,771 53,671 Argentina 12,225 10,797 Total 260,993 230,664

AVERAGE OIL PRICE PER BARREL United States $83.58 $55.89 Canada 93.21 53.62 Egypt 97.85 56.64 Australia 101.67 66.96 North Sea 95.83 56.35 Argentina 45.13 40.61 Total 89.25 55.87

NATURAL GAS VOLUME - Mcf per day United States 744,014 739,828 Canada 360,750 383,020 Egypt 242,977 243,485 Australia 191,180 194,961 North Sea 2,605 1,889 Argentina 165,133 198,239 Total 1,706,659 1,761,422

AVERAGE NATURAL GAS PRICE PER MCF United States $8.36 $6.96 Canada 7.56 6.44 Egypt 5.20 4.06 Australia 2.12 1.77 North Sea 16.31 8.30 Argentina 1.84 1.14 Total 6.42 5.22

NGL VOLUME - Barrels per day United States 7,240 7,195 Canada 2,235 2,232 Argentina 2,720 2,635 Total 12,195 12,062

AVERAGE NGL PRICE PER BARREL United States $57.37 $35.02 Canada 53.35 31.47 Argentina 48.18 31.10 Total 54.58 33.51

APACHE CORPORATION FINANCIAL INFORMATION (In thousands, except per share data)

NON-GAAP FINANCIAL MEASURES:

Reconciliation of income attributable to common stock to adjusted earnings:

The press release discusses Apache's adjusted earnings. Adjusted earnings excludes certain items that management believes affect the comparability of operating results. The following provides the reasons adjusted earnings is a meaningful measure:

-- Management uses adjusted earnings to evaluate the company's operational trends and performance relative to other oil and gas producing companies.

-- Management believes this presentation may be useful to investors who follow the practice of some industry analysts who adjust reported company earnings for items that may obscure underlying fundamentals and trends.

-- The reconciling items below are the types of items management believes are frequently excluded by analysts when evaluating the operating trends and comparability of the company's results.

For the Quarter Ended March 31, 2008 2007

Income Attributable to Common Stock (GAAP) $1,020,093 $491,529

Adjustments: Foreign currency fluctuation impact on deferred tax expense (12,360) 2,396

Adjusted Earnings (Non-GAAP) $1,007,733 $493,925

Adjusted Earnings Per Share (Non-GAAP) Basic $3.02 $1.49 Diluted $2.99 $1.48

Average Number of Common Shares Basic 333,393 331,213 Diluted 336,549 333,302

Reconciliation of net cash provided by operating activities to cash from operations before changes in operating assets and liabilities:

The press release discusses Apache's cash from operations before changes in operating assets and liabilities. It is presented because management believes the information is useful for investors because it is used internally and widely accepted by those following the oil and gas industry as a financial indicator of a company's ability to generate cash to internally fund exploration and development activities, fund dividend programs, and service debt. It is also used by research analysts to value and compare oil and gas exploration and production companies, and is frequently included in published research when providing investment recommendations. Cash from operations before changes in operating assets and liabilities, therefore, is an additional measure of liquidity, but is not a measure of financial performance under GAAP and should not be considered as an alternative to cash flows from operating, investing, or financing activities.

The following table reconciles net cash provided by operating activities to cash from operations before changes in operating assets and liabilities.

For the Quarter Ended March 31, 2008 2007 Net cash provided by operating activities $1,808,404 $1,063,559 Changes in operating assets and liabilities 36,280 128,901 Cash from operations before changes in operating assets and liabilities $1,844,684 $1,192,460

APA-F

DATASOURCE: Apache Corporation

CONTACT: Media, Bill Mintz, +1-713-296-7276, or Investors, Robert Dye,

+1-713-296-6662, or David Higgins, +1-713-296-6690, all of Apache Corporation

Web site: http://www.apachecorp.com/

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