"Открытие Капитал": "Gazprom Neft": ‘Analyst Day 2011’ presentation brings no surprises // ПРОДАВАТЬ
18 октября 2011 года
"Gazprom neft" hosted a presentation for investors and analysts in Moscow this morning (18 October). The company provided updated guidance on production and capex volumes as well as expected financial indicators for 2011. In addition, "Gazprom neft" provided updated details for its major upstream investment projects —Orenburg, SeverEnergia, Novoportovskoye, Messoyakha — in light of the recently adopted 60-66-90 tax regime. While the information disclosed is useful for modelling purposes, there was nothing particularly price-sensitive mentioned during the presentation, which would suggest reasons to alter existing views on "Gazprom neft". The company left unchanged its 2020E targets: oil and gas output of 100mnt, refinery throughput of 70mnt (including 40mnt within Russia), and high-margin refined product sales of 40mnt.
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