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רציו פטרוליום הכפילה את שווייה בשמונה חודשים: האם האופטימיות מוצדקת?
חברת הקידוחים קיבלה רוח גבית מהעלייה במחיר הנפט, תגלית חדשה בסמוך לבלוק החיפושים שלה בגיאנה — וכניסתה של הענקית הס כשותפה ■ חצי השנה הקרובה צפויה להיות גורלית עבור משקיעי רציו, שיגלו אם ההימור על הגיאולוג איתן אייזנברג, אבי תגלית לווייתן, היה מוצדק
ערן אזרן|
nהתראות במייל
18.07.2018 06:11
שותפות החיפושים רציו פטרוליום הונפקה בבורסה לפני כשנה וחצי — ובינתיים נראה שהמשקיעים יכולים להיות מרוצים. מאז ההנפקה הראשונית, מחירן של יחידות ההשתתפות קפץ בכ–50%, ושווייה של רציו מגיע ליותר מ–160 מיליון שקל. הגיוס בבורסה כלל גם הנפקה של כתבי אופציה, ללא תמורה וכחלק מהאגד — כך שבשקלול האופציות, המשקיעים מורווחים על הנייר ביותר מ–60%. אתמול עלתה רציו פטרוליום בעוד 5.6%. מאז השפל בנובמבר 2017, רציו פטרוליום זינקה בכ–120%, ושווי השותפות יותר מהוכפל. העלייה החדה מיוחסת לשני גורמים עיקריים: הזינוק במחירי הנפט, שמשפיע לחיוב על שווי נכסי השותפות, וההתפתחויות בפרויקט המרכזי של רציו...
M
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