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Investor Presentaiton

Armour Energy and controlled entities armourenergy.com.au Directors' report continued for the year ended 30 June 2020 PRINCIPAL ACTIVITIES The principal activities of the Company during the year were oil and gas exploration, and production. There was no significant change in the nature of these activities. SIGNIFICANT CHANGES IN THE STATE OF AFFAIRS There was no other significant change in the state of the affairs of the Company during the financial year that is not detailed elsewhere in this report. OPERATING AND FINANCIAL REVIEW The loss for Armour after providing for income tax amounted to $9,570,777 (30 June 2019: $11,683,748). FINANCIAL PERFORMANCE AND CASH FLOWS UNDERLYING EBITDA (NON-IFRS MEASURE) Underlying EBITDA reflects statutory EBITDA as adjusted to reflect the Director's assessment of the result for the ongoing business activities of Armour. These numbers have not been audited. Consolidated 30 June 2020 $ 30 June 2019 $ Profit/(loss) before income tax and net finance expenses Depreciation and amortisation (1,901,998) 2,660,068 3,008,041 1,135,632 (127,546) (192,524) 720,491 71,329 (28,218) 61,976 Finance income Impairment and write-off of exploration assets Net gain or loss on disposal of assets For personal use only 26 Revenue from Contracts with Customers Cost of Sales Consolidated Earnings before interest, depreciation, and amortisation (EBITDA) 30 June 30 June 2020 $ 2019 CASH FLOW $ 1,670,770 3,736,481 21,103,928 (19,484,314) 27,819,335 (19,018,113) In the year ended 30 June 2020, a total net cash outflow of $5.9 million was recorded. The net inflow from operating activities was $3.3 million with $21.1 million of revenue positively contributing from operations. 1,619,614 (3,649,157) 127,546 (7,192,469) (476,310) 8,801,222 (6,333,678) 192,524 (13,656,309) Cash outflows from investing activities were $6.6 million, mainly attributable to the funds received from the execution of the farm- in agreement with Santos covering Armour's oil and gas exploration project in Northern Australia, offset by costs relating to the development and exploration activities around the Kincora project. (687,507) (9,570,777) (11,683,748) During the year, Armour closed a private placement in September 2019, raising gross proceeds of $4.0 million via the allotment of 80 million shares. Quarterly principal and interest repayments totalling $9.8 million for the $55.0 million Secured Partially Amortising Notes were made during the year. Net cash outflows from financing activities were $2.7 million. Gross Profit Other income and expenses Finance income Finance expenses Income tax expense Loss after income tax expense Revenue from Contracts with Customers and Gross Profit significantly decreased during H2 largely due to lower commodity prices (Oil and Gas), as a result of COVID-19 impacting the East Coast market. This was primarily caused by LNG customers claiming Force Majeure on Australian Oil and Gas producers which caused an excess of gas flooding the market. Finance expenses due to the early redemption of the Company's convertible notes in FY 2019. Net cash at the beginning of the year Net cash from operating activities Net cash from investing activities Net cash from financing activities Net cash at the end of the year Consolidated 30 June 2020 30 June 2019 $ 9,225,176 (3,047,801) (6,824,736) 3,893,064 5,104,627 (7,745,717) (13,688,453) 25,554,719 3,245,703 9,225,176 27
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