Tlaleho ea STEP Energy Services Ltd. ea Q2 2022

CALGARY, Alberta, Phato 10, 2022 (GLOBE NEWSWIRE) — STEP Energy Services, LLC (“The Company” kapa “STEP”) e thabela ho phatlalatsa hore tokollo ea eona ea liphetho tsa lichelete le tsa ts'ebetso ea Phuptjane 2022 e tla tsamaisana le taolo ea Lipuisano le Tlhahlobo. (“MD&A”) le Litlaleho tse Kopantsoeng tsa Nakoana tse Kopantsoeng tse Kokontsoeng tse sa Hlakoloang bakeng sa nako e felileng ka la 30 Phuptjane 2022 (“Litlaleho tsa Lichelete”).Li bale hammoho.Babali ba boetse ba lokela ho bua ka tataiso ea molao ea "Lintlha le Lipolelo tse Lebeletsoeng Pele" le karolo ea "Mehato le Likarolo tseo e seng tsa IFRS" qetellong ea phatlalatso ena ea boralitaba.Lichelete tsohle le mehato li hlahisoa ka lidolara tsa Canada ntle le ha ho boletsoe ka tsela e 'ngoe.Lintlha tse ling mabapi le STEP li fumaneha webosaeteng ea SEDAR ho www.sedar.com, ho kenyeletsoa le Foromo ea Litaba ea Selemo le Selemo ea Khampani ea selemo se felileng ka la 31 Tšitoe 2021 sa la 16 Hlakubele 2022 (“AIF”).
(1) EBITDA e fetotsoeng le phallo ea chelete mahala ke likarohano tsa lichelete tseo e seng tsa IFRS, 'me Adjusted EBITDA% ke karolelano ea lichelete eo e seng ea IFRS.Matšoao ana ha a hlalosoa ebile ha a na boleng bo tloaelehileng ho latela IFRS.Sheba mehato le likarohano tseo e seng tsa IFRS.(2) Letsatsi la khoebo le hlalosoa e le mosebetsi ofe kapa ofe oa CT kapa hydraulic fracturing o phethiloeng nakong ea lihora tse 24, ntle le lisebelisoa tse thusang.(3) Matla a sebetsang a bontša yuniti e sebetsang sebakeng sa bareki.15-20% ea boleng bona e boetse e hlokahala ho fana ka potoloho ea tlhokomelo bakeng sa lisebelisoa.
(1) Chelete e sebetsang, mekoloto ea nako e telele ea lichelete le sekoloto se felletseng ha se mehato ea lichelete ea IFRS.Ha li hlalosoe tlas'a IFRS 'me ha li na moelelo o tloaelehileng.Sheba mehato le likarohano tseo e seng tsa IFRS.
Q2 2022 Kakaretso Kotara ea bobeli ea 2022 e bile rekoto e kholo bakeng sa STEP, e fane ka ts'ebetso e ntle ka ho fetisisa ea lichelete nalaneng ea k'hamphani.Tlhokahalo e matla ea lits'ebeletso ho pholletsa le libaka tsa Canada le US e hlahisitse chelete ea liranta tse limilione tse 273 le chelete e kenang ea $ 38.1 milione, ntlafatso e kholo ho tloha selemong se fetileng.Khamphani e boetse e hlahisitse $ 55.3 milione ho EBITDA e fetotsoeng le $ 33.2 milione ho phallo ea mahala ea chelete nakong ea kotara, e ntse e ntlafala selemo le selemo.
Maemo a ts'ebetso kotareng ea bobeli a bile le karohano e tloahelehileng lipakeng tsa Canada le Amerika leboea, e anngoeng ke maemo a khefutso ea selemo ("ho senyeha"), le US e ka boroa, e sa ameheng.Ho ea ka palo ea lisebelisoa tsa Baker Hughes, palo ea lisebelisoa tsa mobu Canada e ne e le 115 ka square meter.2022, e theohile ka 40% qoq ka lebaka la ho arola, empa e nyolohile ka 62% y/y.Karolong ea bobeli ea 2022, lits'oants'o tse thehiloeng mobung tsa US li ile tsa nyoloha ka 11% kotara ka kotara le 61% selemo le selemo.Tumellanong le ts'ebeliso e tlase ea rig, Canada le Amerika leboea li bile le nako ea tšebeliso e tlase ho tloha bohareng ba Mmesa ho isa bohareng ba Mots'eanong, 'me libaka tse ling li bile le karohano e hlakileng haholoanyane.
Maemo a mahlale a bareki ba nang le li-platform tse kholo tsa porous li bolokile mela e robehileng ea STEP e sebetsa hantle Canada le US kotareng ea bobeli, ts'ebetso ea Canada e tšehelitsoe ke bareki ba bang ba tsamaisang ts'ebetso ho tloha kotara ea boraro ho ea kotara ea bobeli.Sebelisa monyetla oa litheko tse holimo ho tšehetsa thepa..Khampani e ile ea pompa lithane tse 697,000 tsa lehlabathe matsatsing a 279 a ho sebetsa Canada le matsatsi a 229 a ho sebetsa US.Tšebeliso e ne e nyoloha selemo le selemo libakeng tseo ka bobeli, empa Canada e 'nile ea fokotseha ha e ntse e arohana.Karolo e kopantsoeng ea li-tubing e anngoe haholo ke maemo a matle ho la Canada le Amerika Leboea, 'me ts'ebeliso e ntse e theoha le ho theoha ka 17% kotara-kotara.Li-tubing tse kopantsoeng li bile le matsatsi a khoebo a 371 Canada le matsatsi a khoebo a 542 US.
Litheko tsa Canada li 'nile tsa lula li tsitsitse haholo ha li bapisoa le kotara ea pele ea 2022, ha theko e ntse e phahama thibela ho US, moo re entseng phaello e eketsehileng ka ho fana ka lihlahisoa tse ngata le lik'hemik'hale ho bareki ba bangata.e ne e le e hlakileng ka ho fetisisa.STEP e fetisitse ka katleho keketseho ena ea litšenyehelo ho bareki kotareng ea bobeli ea 2022.
Lintho tse 'maloa tse hlokomelehang kotareng ea bobeli ea 2022 li kentse letsoho ho chelete e kenang ea $38.1 milione.Karabelong ea lichelete tsa morao-rao tse matla tsa selemo le hona joale le pono e hahang haholoanyane, k'hamphani e khutlisitse ts'enyehelo e felletseng ea likarolo tse hlahisang chelete tsa Canada tse ka bang limilione tse 32.7 tseo e li fumaneng kotareng ea pele ea 2020. Kakaretso ea litšenyehelo tsa mats'eliso a karolo ea STEP e ne e le $9.5 milione, eo ho eona lidolara tse limilione tse 8.9 e neng e le puseletso e thehiloeng ho chelete, e bonts'ang keketseho e ka bang liperesente tse 67 ea theko ea kabelo ea k'hamphani kotareng ea bobeli.kotara ea bobeli.
Ts'ebetso e matla ea lichelete e fane ka EPS ea mantlha le e hlapollotsoeng ea $0.557 le $0.535, ka ho latellana, kotareng ea bobeli ea 2022, ha e bapisoa le $0.135 le $0.132 kotareng e fetileng ea selemo le lekeno le felletseng, ka ho latellana.Tahlehelo ka kabelo (ea motheo le e hlapolotsoeng) bakeng sa nako e tšoanang selemong se fetileng e ne e le $0.156.
Khamphani e ntse e tsoela pele ho tsepamisa maikutlo ho matlafatseng leqephe la eona la tekanyo karolong ea bobeli ea 2022. Chelete ea ho sebetsa e nyolohetse ho $ 54.4 milione ho tloha ho $ 52.8 milione ho tloha ka la 31 Hlakubele 2022. Mokoloto oa kakaretso o theohile ho tloha ho $ 214.3 milione ka Hlakubele ho isa ho $ 194.2 milione ho tloha ka la 30 Phuptjane 2022. ho tloha ka la 31 March, 2022, e ileng ea angoa hanyenyane ke ho fokotseha ha sekhahla sa pokello ea chelete e ka fumanoang qetellong ea kotara ea bobeli ea 2022. Mokoloto oa lichelete oa k'hamphani ho Bank Adjusted EBITDA ratio ea 1.54: 1 e ka tlase ho moeli oa 3.00: 1 le e ntse e tsamaellana le lilekane tse ling tsohle tsa lichelete le tseo e seng tsa lichelete ho tloha ka la 30 Phuptjane 2022.
Qetellong ea kotara ea bobeli ea 2022, STEP e entse liphetoho mme ea atolosa tumellano ea kalimo.Tumellano e fetotsoeng le e ntlafalitsoeng e fana ka STEP ka tebello e eketsehileng ea ho laola sebopeho sa eona sa lichelete ka ho fetolela Setsi sa Nako ho Setsi sa Mokitlane se Fetolang 'me se netefatsa botsitso ba nako e telele ka ho se atolosa ho fihlela Phupu 2025.
OUTLOOKSTEP e lebelletse hore ho phahama ha hona joale ha litheko tsa oli le khase ho tla tsoela pele ho fihlela bofelong ba selemo sena le ho fihlela ka 2023. Likotsi tsa ho hloka botsitso ha nako e khuts'oane mebarakeng ea lichelete li tla lula li ntse li le teng ha matšoenyeho a ntse a tsoela pele, empa metheo ea moruo Mmaraka oa oli oa 'mele o ntse o le matla. litlaleho tsa indasteri li bontša hore phepelo ea oli e lebeletsoe hore e lule e le thata ho fihlela ka 2023. Phetoho pakeng tsa limmaraka tsa lichelete le tsa 'mele e ile ea tšehetsoa ke bareki ba STEP, ba sa kang ba re ho fokotseha ho hong ha mosebetsi ho bakoa ke ho fetoha ha theko ea morao tjena.Litheko tsa khase ea tlhaho li lebelletsoe ho lula li le holimo ka 2023, li tšehetsoa ke tefiso ea kotsi ea geopolitical le maemo a polokelo ka karolelano e tlase ea lilemo tse hlano.
Khampani e shebile halofo ea bobeli ea selemo ka mokhoa o hahang 'me e lebeletse hore thepa e tla lula e tsitsitse.Kotara ea boraro ea 2022 e qala ka mokhoa o itekanetseng, e lumellang tlhokomelo ea lisebelisoa hore e phetheloe bakeng sa kotara ea bobeli e maphathaphathe ea 2022, empa ts'ebetso e ntse e tsoela pele ha kotara e ntse e tsoela pele.Khampani e lebeletse hore karolong ea boraro, karolo ea hydraulic fracturing ka annulus le liliba tse le 'ngoe e tla ba holimo ho feta karolong ea bobeli ea 2022. Phetoho ena ea motsoako oa mosebetsi e lebeletsoe ho boloka litekanyetso tse phahameng tsa tšebeliso, le hoja li le tlase hanyenyane. ka lebaka la ts'ebetso e tlase, ha STEP e phethela kaho ea sethala se seholo sa seliba sa linaha tse ngata Q2 2022. Ponahalo e ntlafetse karolong ea bone ea 2022, k'hamphani e lebelletse hore bareki ba lule ba le mafolofolo kotareng ea bone, 'me lipuisano tsa pele le bareki li sekametse ho eona. keketseho ea tekanyetso ea 2022 ho phethela liliba tse ling pele selemo se fela ha matšoenyeho a ntse a eketseha.Ho fumaneha ha lisebelisoa ka 2023.
Karolong ea pele ea 2022, litheko li sebetsana le likhatello tsa inflation le khaello ea phepelo.Khamphani e lebelletse hore phetoho e tla fetoha butle halofong ea bobeli ea 2022, haholo-holo Canada, kaha bahlolisani ba bonts'a bokhoni bo boholo ba ho kena 'marakeng.Leha ho le joalo, STEP e lumela hore 'maraka oa pompo oa Canada o haufi le tekatekano' me ha o lebelle ho tlisa lisebelisoa tse ngata 'marakeng ka 2022 ho fihlela tefo e felletseng ea potoloho e fumaneha.Litheko tsa US li lebelletsoe ho nyoloha ho ea bofelong ba selemo kaha libapali tsohle tse kholo tsa mebaraka li bonts'a hore likepe tsa bona li rekisoa pele selemo se fela.
Pono ea 2023 e shebahala e ntse e hahang le ho feta.Palo e lekantsoeng ea li-rigs tsa 2023 e lebelletsoe ho feta maemo a 2022, mme tlhoko ea lipompo tsa ente e lebelletsoe ho eketseha ka nepo.Ka 2023, indasteri e kanna ea hloka ho tlisa bokhoni bo itseng 'marakeng ho fihlela tlhokahalo, haholo Canada haeba lipuisano tsa konteraka le matsoalloa a Blueberry River li rarollotsoe ho bula sebaka sa bona bakeng sa nts'etsopele e tsoelang pele.Phepelo e tla lula e lekanyelitsoe, STEP e boletse, kaha boholo ba bokhoni bo sa sebetseng ba indasteri bo kanna ba hloka matsete a bohlokoa ho tloha ho thekeng ho ea ts'ebetsong.Liketane tsa phepelo ea hajoale le khaello ea basebetsi e lebelletsoeng ho tšoarella ho fihlela 2023 li ka thatafatsa ho qala bocha.Ho latela lik'hamphani tse holimo, bafani ba lits'ebeletso ba thathamisitsoeng le bona ba shebane le phaello le metrics ea bohlokoa ea phallo ea chelete, k'hamphani e boletse.Tsepamisa maikutlo tabeng ea ho theola letlapa la tekanyo le ho isa boleng ho ba nang le kabelo.
Nakong e setseng ea 2022 le 2023, STEP e tla tsepamisa maikutlo ho hlahiseng phallo ea chelete mahala.Liphetho tse matla tse tlalehiloeng kotareng ea bobeli ea 2022 li potlakisitse sepheo sa k'hamphani sa ho fokotsa matla a lichelete le ho etsa matsete a hlophisehileng ho tšehetsa merero ea STEP ea ho aha k'hamphani e tsitsitseng le ho theha boleng ba beng ba kabelo.Canadian Financial and Operational Review.
STEP e na le li-tubing tse 16 tse kopantsoeng ho WCSB.Litsi tsa k'hamphani tse kopantsoeng tsa li-tubing li etselitsoe ho sebeletsa liliba tse tebileng tsa WCSB.STEP's hydraulic fracturing operations e tsepamisitse maikutlo libakeng tse tebileng le tse nang le phephetso ea tekheniki ho feta Alberta le leboea-bochabela ho British Columbia.STEP e na le matla a 282,500 hp, eo hoo e ka bang 132,500 hp e leng mafura a mabeli.Likhamphani li sebelisa li-tubing kapa li-tubing tse sa sebetseng kapa matla a hydraulic fracturing ho latela bokhoni ba mmaraka ba ho boloka ts'ebeliso e reriloeng le phaello ea moruo.
(1) EBITDA e Fetotsoeng le Phallo ea Chelete ea Mahala ha se mehato ea lichelete ea IFRS, 'me liperesente tse Fetotsoeng tsa EBITDA le Lekeno la Letsatsi le Letsatsi ha se mehato ea lichelete ea IFRS.Ha li hlalosoe tlas'a IFRS 'me ha li na moelelo o tloaelehileng.Sheba mehato le likarohano tseo e seng tsa IFRS.(2) Letsatsi la khoebo le hlalosoa e le mosebetsi ofe kapa ofe oa CT kapa hydraulic fracturing o phethiloeng nakong ea lihora tse 24, ntle le lisebelisoa tse thusang.(3) Matla a teng a bontša hore li-unit li sebetsa sebakeng sa mosebetsi sa moreki.E 'ngoe ea 15-20% ea chelete ena ea hlokahala ho netefatsa linako tsa tlhokomelo ea lisebelisoa.
Papiso ea Q2 2022 le Q2 2021 Lekhetho bakeng sa likhoeli tse tharo tse felileng ka June 30, 2022 e ne e le liranta tse limilione tse 165.1 ha li bapisoa le liranta tse limilione tse 73.2 karolong ea bobeli ea 2021. Lekeno le ile la eketseha ka lebaka la mosebetsi o eketsehileng oa indasteri.Palo ea matsatsi a hydraulic fracturing e eketsehile ho tloha matsatsing a 174 kotareng ea bobeli ea 2021 ho isa matsatsing a 279 karolong ea bobeli ea 2022, karolo e 'ngoe e le ka lebaka la keketseho e nyane ea khatello kotareng e fetileng, empa haholoholo ka lebaka la mosebetsi o eketsehileng oa pad sebakeng sena. kotara.Ho tsepamisa maikutlo ho ts'ebetso ea li-pad nakong ea kotara ho felletse ka ts'ebetso e ntlafetseng le ho eketsoa ho eketsehileng, 'me qetellong ho hlahisitse chelete e ngata ea letsatsi le letsatsi ha e bapisoa le kotara ea bobeli ea 2021. Matsatsi a li-tubing a kopantsoeng a eketsehile ho tloha matsatsing a 304 ho Q2 2021 ho isa matsatsing a 371 ho Q2 2021, ka chelete e kenang. ka letsatsi e nyolohile hanyane ka 13%.
Litšenyehelo tsa ts'ebetso lia eketseha ha maemo a ts'ebetso a ntse a eketseha.Litokiso mabapi le meputso ea motheo le ea khothatso hore li lule li le boemong ba tlholisano 'marakeng oa hajoale, hammoho le ho khutlisa melemo le melemo e fapaneng e ileng ea tlosoa ka 2020 ho fokotsa litšenyehelo, e lebisitse ho keketseho ea litšenyehelo tsa basebetsi.Mathata a ho phahama ha litheko e ntse e le ntlha ea kotara ena kaha litšitiso tsa phepelo ea thepa, litheko tse phahameng tsa thepa le ts'ebetso e ntseng e eketseha ea indasteri li phahamisitse litšenyehelo mefuteng eohle ea tšebeliso ea chelete.Litšenyehelo tsa ho rekisa, tse akaretsang le tsa tsamaiso (SG&A) le sebopeho sa litšenyehelo li eketsehile ha li bapisoa le kotara ea bobeli ea 2021 ho ts'ehetsa keketseho ea ts'ebetso ea masimong, leha ho le joalo k'hamphani e lebelletse hore e tla tsoelapele ho boloka sebopeho sa litšenyehelo tse tlase, se ts'ehetsa kholo ea khoebo ka botlalo.
EBITDA e fetotsoeng e ne e le $ 39.7 milione (24% ea lekeno) karolong ea bobeli ea 2022 ha e bapisoa le $ 15.6 milione (21% ea lekeno) kotareng ea bobeli ea 2021. EBITDA e fetotsoeng e eketsehile ka lebaka la litheko tse phahameng le ts'ebeliso ka lebaka la tikoloho e ntlafalitsoeng ea ts'ebetso, karolo e 'ngoe e fokotsoe ke litšenyehelo tse phahameng ka lebaka la likhatello tse tsoelang pele tsa ho phahama ha theko.Karolong ea bobeli ea 2021, lenaneo la CEWS le amohetse $ 1.8 milione.
Chelete ea Canada ea hydraulic fracturing bakeng sa likhoeli tse tharo e felileng ka la 30 Phuptjane, 2022 e ne e le $ 140.5 milione, e nyolohile ka 154% ho tloha ho $ 55.3 milione bakeng sa likhoeli tse tharo tse felileng ka la 30 Phuptjane 2021. Karolong ea bobeli ea 2022, STEP e sebetsa li-hp tse hlano tsa 215,000 hp hydrringaulic hydrringaulic.ha ho bapisoa le li-unit tse 'ne tse fetileng le 200,000 hp.karolong ea bobeli ea 2021. Palo ea matsatsi a fracturing e eketsehile ho tloha matsatsing a 174 ho Q2 2021 ho ea ho matsatsi a 279 ho Q2 2022 ha mekhoa e matla ea indasteri e matlafatsa mosebetsi oa pad ka nako e tloaelehileng e liehang ka lebaka la maemo a polokelo.Lekeno la letsatsi le letsatsi le ile la eketseha ha le bapisoa le nako e ts'oanang ka 2021 ha mosebetsi o ntseng o eketseha oa li-pad o lebisitse katlehong e ntle le maemo a ntlafetseng a mmaraka a entseng hore litheko li be betere.
Coiled Tubing Bakeng sa likhoeli tse tharo tse felileng ka la 30 Phuptjane, 2022, lik'hamphani tsa Canada tse koaheletsoeng li entse lekeno la $24.6 milione, ho nyoloha ka 38% ho tloha ho $17.8 milione bakeng sa likhoeli tse tharo tse felileng ka la 30 Phuptjane 2021. Mohala oa litšebeletso o ile oa sebelisa likarolo tse robeli tsa li-tubing tse koetsoeng lekhetlong la bobeli. kotara, ho sebetsa matsatsi a 371 ho fihlela ka 2022, ha ho bapisoa le lihlopha tse supileng le matsatsi a ts'ebetso a 304 ka nako e tšoanang ka 2021. Tšebeliso e phahameng e thusitse ho ntlafatsa litheko kotareng ha mosebetsi oa ho cheka le ho phethela o ntse o eketseha le tlhokahalo ea litšebeletso tse tlatsetsang e ntse e eketseha.
Chelete ea Q2 2022 QoQ 2022 bakeng sa likhoeli tse tharo e felileng ka la 30 Phuptjane 2022 e ne e le $ 165.1 milione, e nyolohile ka 13% ho tloha kotara ea $ 146.8 milione e felileng ka la 31 Hlakubele 2022 ka lebaka la ntlafatso e akaretsang ea ts'ebetso le litheko.Metheo e matla ea theko ea thepa e bolokile tlhokahalo ea lits'ebeletso tsa k'hamphani hangata e fokotseha butle kotareng ena kaha maemo a ho qhekella a fokotsa bokhoni ba k'hamphani ba ho tsamaisa lisebelisoa.
Khoebo ea Canada e fetotsoeng EBITDA e ne e le $ 39.7 milione (24% ea lekeno) karolong ea bobeli ea 2022, ha e bapisoa le $ 31.9 milione (22% ea lekeno) karolong ea pele ea 2022. Khatello ea theko ea lichelete e ntse e tsoela pele ho imela indasteri karolong ea bobeli ea 2022 ha litheko tse phahameng tsa thepa, tšitiso ea phepelo ea thepa le maemo a thata a ho sebetsa a nyolla litšenyehelo.STEP e lekola inflation ka hloko ho etsa bonnete ba hore litefiso le litheko li bonts'a keketseho ena ea litšenyehelo, 'me e ka sebetsa le bareki ho eketsa litheko ho qoba maemo a nyahamisang.
FracturingSTEP e na le likarolo tse hlano tsa 215,000 hp hydraulic fracturing units.kotareng ea bobeli ea 2022, ke hore, palo e lekanang le ea kotareng ea pele ea 2022. Metheo e matla ea indasteri e lumella STEP ho ba le litekanyetso tse phahameng tsa tšebeliso har'a basebetsi ba bangata ba sebetsang libakeng tse shebaneng le khase nakong ea matamo a tloaelehileng a butle.Kakaretso ea matsatsi a khoebo e fokotsehile ka 29% ka tatellano, empa lekeno le nyolohetse ho $140.5 milione, ho nyoloha ka 18% ka tatellano.STEP e hlahisitse lithane tse 358,000 tsa proppant kotareng ea bobeli ea 2022, ha e bapisoa le lithane tse 323,000 kotareng ea pele ea 2022.
Keketseho ea litheko e qalileng kotareng ea pele ea 2022 e tsoetse pele kotareng ea bobeli ea 2022, e tsamaellana le ente e matla le ts'ebetso e ntlafalitsoeng ea ts'ebetso ea lipompo tsa liliba, e leng se bakileng lekeno le phahameng la letsatsi le letsatsi.
Coiled Tubing Khoebo ea Coiled Tubing, e sebetsanang le li-tubing tse robeli tse kopantsoeng, e hlahisitse chelete ea liranta tse limilione tse 24.6 matsatsing a khoebo a 371 karolong ea bobeli ea 2022 ha e bapisoa le liranta tse limilione tse 27.8 matsatsing a khoebo a 561 karolong ea pele ea 2022.Theko e ntse e ntlafala khafetsa ho tloha kotara ea pele ea 2022, 'me lekhetho le ntse le nyoloha letsatsi le letsatsi ka lebaka la liphetoho sebopeho sa mosebetsi le tlhoko e eketsehileng ea lits'ebeletso tse tlatselletsang.
Chelete e kenang likhoeling tse tšeletseng e felileng ka la 30 Phuptjane 2022 e ne e le $311.9 milione ha e bapisoa le $182.5 milione bakeng sa likhoeli tse tšeletseng tse felileng ka la 30 Phuptjane 2021. Lekeno le ne le susumetsoa ke ts'ebeliso e phahameng le ts'ebetso ea litheko ho pholletsa le lits'ebeletso ka bobeli ka lebaka la kholo ea indasteri.Palo ea matsatsi a hydraulic fracturing bakeng sa halofo ea pele ea 2022 e eketsehile ho ea ho 674 ho tloha ho 454 ka nako e tšoanang ka 2021. motho ka mong.Litefiso tsa k'hamphani bakeng sa lits'ebeletso tsa hydraulic fracturing li eketsehile ka 22% ka lebaka la tikoloho e hahang ea litheko le khatello ea theko.Matsatsi a li-tubing a kopantsoeng a eketsehile ho tloha matsatsing a 765 ka nako e ts'oanang ka 2021 ho isa matsatsing a 932 halofo ea pele ea 2022, mme palo ea lits'ebetso tse sebetsang e eketsehile ho tloha matsatsing a 7 ka 2021 ho isa matsatsing a 8.Metheo e matla ea indasteri e lumella STEP ho boloka maemo a ts'ebetso ho mehala ka bobeli ea sehlahisoa nakong ea likhoeli tse tšeletseng tse qalang tsa 2022 ka ho fokotseha ho fokolang ha ts'ebeliso nakong ea ho tima.
Litsenyehelo tsa ts'ebetso ea k'hamphani lia eketseha ha boemo ba ts'ebetso bo ntse bo eketseha.Meputso ea mantlha le ea ts'usumetso e lokisitsoe hore e lule e le tlholisano 'marakeng oa hajoale, 'me melemo le melemo e fapaneng e tlositsoeng ka 2020 ho fokotsa litšenyehelo e khutlisitsoe, e leng se bakileng litšenyehelo tse phahameng tsa basebetsi.Likhatello tsa inflation ke sesosa sa likhoeli tse tšeletseng tse qalang tsa 2022, ka litšitiso tsa phepelo ea thepa, litheko tse phahameng tsa thepa le ts'ebetso e ntseng e eketseha ea indasteri e nyollang litšenyehelo mefuteng eohle ea tšebeliso ea chelete.Sebopeho sa lits'enyehelo le litšenyehelo tse akaretsang le tsa tsamaiso li eketsehile ha li bapisoa le kotara ea bobeli ea 2021 ho ts'ehetsa keketseho ea ts'ebetso ea masimong, leha ho le joalo, k'hamphani e lebelletse hore e tla tsoelapele ho boloka sebopeho sa litšenyehelo tse tlase, e ts'ehetsa kholo ea khoebo ka mokhoa o lekaneng.
Ts'ebetso ea STEP US e qalile ka 2015 e fana ka lits'ebeletso tsa li-tubing tse kopantsoeng.STEP e na le li-tubing tse 13 tse kopantsoeng matamong a Permian le Eagle Ford a Texas, Bakken Shale e North Dakota, le Uinta-Piceance le Niobrara-DJ matamo a Colorado.STEP e qalile ts'ebetso ea hydraulic fracturing US ka Mmesa 2018 ka matla a fracturing a 207,500 hp, eo 80,000 hp e oelang holim'a mafura a diesel 4, le 50,250 hp.- bakeng sa mafura a mabeli a nang le ente e tobileng ea mafura.Fracking e etsoa haholo-holo Permian le Eagle Ford Basins e Texas.Likhamphani li sebelisa kapa li sa sebetse tsa li-tubing kapa hydraulic fracturing capacity, ho latela bokhoni ba mmaraka ba ho boloka ts'ebeliso e reriloeng le meputso ea moruo.
(1) EBITDA e Fetotsoeng le Phallo ea Chelete ea Mahala ha se mehato ea lichelete ea IFRS, 'me liperesente tse Fetotsoeng tsa EBITDA le Lekeno la Letsatsi le Letsatsi ha se mehato ea lichelete ea IFRS.Ha li hlalosoe tlas'a IFRS 'me ha li na moelelo o tloaelehileng.Sheba mehato le likarohano tseo e seng tsa IFRS.(2) Letsatsi la khoebo le hlalosoa e le mosebetsi ofe kapa ofe oa CT kapa hydraulic fracturing o phethiloeng nakong ea lihora tse 24, ntle le lisebelisoa tse thusang.(3) Matla a teng a bontša hore li-unit li sebetsa sebakeng sa mosebetsi sa moreki.E 'ngoe ea 15-20% ea chelete ena ea hlokahala ho netefatsa linako tsa tlhokomelo ea lisebelisoa.
Q2 2022 vs. Q2 2021 Lekeno bakeng sa likhoeli tse tharo tse felileng ka la 30 Phuptjane, 2022 e ne e le $107.9 milione ha e bapisoa le $34.4 milione karolong ea bobeli ea 2021. Likhoebo tsa US li bone ntlafatso ea litheko tse tsamaisoang ke metheo e matla ea indasteri le ts'ebeliso e kholo ea lithapo tsa lits'ebeletso ka bobeli. e susumetsoang ke kholo e pharaletseng ea mesebetsi ea indasteri.Matsatsi a ts'ebetso ea Hydraulic fracturing a eketsehile ho tloha ho 146 ho 2Q21 ho ea ho 229 ho 2Q22 ka lebaka la maemo a ntlafetseng a moruo le ts'ebetso e eketsehileng ea hydraulic fracturing nakong eo.Lekeno la letsatsi le letsatsi le eketsehile ka 173% ka lebaka la keketseho ea palo ea proppent e fanoeng ke STEP le litheko tse holimo.Matsatsi a li-tubing a kopantsoeng a eketsehile ho tloha ho 422 kotareng ea bobeli ea 2021 ho isa ho 542 kotareng ea bobeli ea 2022, mme lekhetho ka letsatsi le eketsehile ka 34%.
Khoebo ea US e ile ea tsoela pele ho nyoloha ka lipalo le ho fetola EBITDA.EBITDA e fetotsoeng bakeng sa likhoeli tse tharo e felileng ka la 30 Phuptjane 2022 e ne e le $ 20.3 milione ha e bapisoa le $ 1.0 milione bakeng sa likhoeli tse tharo tse felileng ka la 30 Phuptjane 2021. Karolo e fetotsoeng ea EBITDA ea 19% e ne e le betere ho feta nako e ts'oanang ka 2021, ke leboha karolo e 'ngoe ea ho tsoela pele taeo ho tloha Bafani ba lits'ebeletso ba US, ba fallisa likarohano, tse bakang litefiso tse phahameng le mekhelo e phahameng haholo.Ho sa tsotellehe taeo ena, ho phahama ha theko ea lichelete ho ile ha fella ka litšenyehelo tse phahameng ho pholletsa le mekhahlelo eohle ea tšebeliso ea chelete, ho thibela ho kenngoa ka botlalo ha ntlafatso ea litheko.
Karolong ea bobeli ea 2022, FracturSTEP e tsamaisitse li-spreads tse tharo tsa 165,000 hp.ha ho bapisoa le li-spreads tse peli le 110,000 bhp.karolong ea bobeli ea 2021. Matsatsi a ts'ebetso a eketsehile ho tloha matsatsing a 146 ho Q2 2021 ho ea ho matsatsi a 229 ho Q2 2022 ha maemo a ntlafetseng a 'maraka a tšehetsa ho ata ha frac e eketsehileng nakong ea hona joale.
Chelete ea US hydraulic fracturing e ne e le $ 81.6 milione, e nyolohile ka 329% ho tloha ka nako e ts'oanang ka 2021, mme lekhetho la letsatsi le letsatsi kotareng ea bobeli ea 2022 le nyolohile ka 173% ho tloha ka nako e ts'oanang ka 2021. Phetoho ea motsoako oa bareki ba k'hamphani e lebisitse keketseho ea chelete e kenang, e neng e le ntlha ea bohlokoa ho chelete e phahameng ea letsatsi le letsatsi karolong ea bobeli ea 2022 ha e bapisoa le kotara ea bobeli ea 2021. Leha ho le joalo, khoebo ea k'hamphani ea US fracking e boetse e khona ho bontša keketseho ea litekanyetso tsa ts'ebetso ea basebetsi ka nako e tšoanang.
Li-tubing tse kopantsoeng ka har'a US Coiled tubing li ile tsa tsoela pele ho hola kotareng ea bobeli ea 2022, 'me lekeno le eketseha ho fihla ho $26.3 milione ho tloha ho $15.3 milione kotareng ea bobeli ea 2021. STEP e na le likarolo tse robeli tsa li-tubing tse kopantsoeng mme STEP e tla sebetsa matsatsi a 542 kotara ea bobeli ea 2022, ha e bapisoa le matsatsi a 422 karolong ea bobeli ea 2021 e nang le likarolo tse robeli.Ho ba le bolulo bo phahameng ho kopantsoe le lekeno le phahameng la letsatsi le letsatsi la $49,000 ha le bapisoa le $36,000 ka nako e ts'oanang ka 2021;ka litefiso tse phahameng le ts'ebetso e kholo libakeng tsohle tsa boteng.Boemo ba 'maraka ba leano la STEP le botumo bo tsoela pele ho kenya letsoho ts'ebelisong e bolokehileng le litheko tse holimo libakeng tsohle.
Q2 2022 Ha e bapisoa le Q1 2022, lekhetho la Q2 2022 le eketsehile $35.2 milione ho isa ho $107.9 milione ho tloha ho $72.7 milione.USA kotareng ea pele ea 2022, haholo-holo ka lebaka la lekeno le eketsehileng le keketseho ea litšenyehelo tsa ts'ebetso ea ts'ebetso.Ho tloha karolong ea pele ea 2022 ho isa karolong ea bobeli ea 2022, 'maraka oa US o ntse o tsoela pele ho tiisa haholo, o lebisang ho theko e phahameng le liphetoho tse sa khaotseng kamanong pakeng tsa bafani ba litšebeletso le lik'hamphani tse amehang ho hlahloba le ho hlahisa lihlahisoa.
EBITDA e fetotsoeng e ne e le $ 20.3 milione (19% ea lekeno) ka 2Q 2022 ha e bapisoa le $ 9.8 milione (13% ea lekeno) ho 1Q 2022, ka mekhoa e metle ea khoebo ea US.Litefiso tsa ts'ebeliso ho pholletsa le mekhoa e 'meli ea khoebo li ile tsa lula li le matla ho sa tsotellehe likhatello tse tsoelang pele tsa theko ea lichelete, 'me ho eketseha ha theko e tsitsitseng ho lebisitse ntlafatsong e tsitsitseng ea Adjusted EBITDA.
Keketseho ea tlhokeho ea hydraulic fracturing le litefiso tse holimo li lebisitse phetohong ea motsoako oa bareki le mosebetsi, e leng se bakileng chelete ea US hydraulic fracturing ea $81.6M ho Q2 2022, ho tloha ho $49.7M USA ka Q1 2022. matsatsi a khoebo a 229 ha a bapisoa le a 220 kotareng ea pele ea 2022, lekeno le eketsehile ho tloha ho $226,000 ho isa ho $356,000 ka letsatsi, ka lebaka la karolo e 'ngoe ea phepelo ea STEP ea bahlahisi le lik'hemik'hale.li-additives, hammoho le litheko tse ntlafalitsoeng.Karolo ea keketseho ea theko kotareng ea bobeli ea 2022 e bakoa ke ho hanyetsa inflation, e fokotsang kholo ea margin.
The Coiled Tubing Division e ile ea tsoela pele ho sebetsa li-unit tsa li-tubing tsa 8 tsa US tse nang le matsatsi a khoebo a 542 a hlahisang $ 26.3 limilione ka chelete karolong ea bobeli ea 2022 ha e bapisoa le matsatsi a khoebo a 514 le liranta tse limilione tse 23.1 ka chelete ea 1Q 2022;ntlafatso e itekanetseng tshebedisong le dithekong.Le hoja likhatello tsa inflation li ntse li tsoela pele ho phahamisa kholo ea lik'hamphani tsena, lebelo la morao tjena la theko le se le qalile ho nyolla chelete e ngata haholo.Matla a litheko tsa lits'ebeletso tsena a fetohile ka mokhoa o ts'oanang le oa ho eketseha ha litheko tsa nakong e fetileng bakeng sa lits'ebeletso tsa hydraulic fracturing, kaha tlhokahalo ea lits'ebeletso tsa li-tubing tse kopantsoeng, hammoho le lisebelisoa tse fokolang tsa basebetsi, li hlahisitse litheko tse ntlafetseng ho feta liphetoho tsa inflation.
Chelete e kenang likhoeling tse tšeletseng e felileng ka la 30 Phuptjane 2022 e ne e le $180.7 milione ha e bapisoa le $61.8 milione ka nako e ts'oanang ka 2021. Khoebo ea US e bone tšebeliso e ntlafetseng ea lits'ebeletso ka bobeli mabapi le metheo e matla ea indasteri e susumetsoang ke ts'ebetso e phahameng le litheko tse ntlafalitsoeng indastering.Matsatsi a ts'ebetso bakeng sa ts'ebetso ea hydraulic fracturing a eketsehile ho tloha matsatsing a 280 ka nako e ts'oanang ka 2021 ho isa matsatsing a 449 likhoeling tse tšeletseng tse qalang tsa 2022 ka lebaka la tikoloho e ntlafalitsoeng ea macro le phapang e eketsehileng ea hydraulic fracturing bakeng sa ts'ebetso e tsoelang pele.Lekeno ka letsatsi le eketsehile ka 131%, haholoholo ka lebaka la palo e phahameng ea bahlahisi ba fanoeng ke STEP le litheko tse holimo.Matsatsi a li-tubing a kopantsoeng a eketsehile ho tloha matsatsing a 737 ka nako e ts'oanang ka 2021 ho isa matsatsing a 1,056 likhoeling tse tšeletseng tse qalang tsa 2022, 'me lekhetho la letsatsi le letsatsi le nyolohile ka 31%.Khoebo ea US e ile ea tsoela pele ho nyoloha ka lipalo le ho fetola EBITDA.EBITDA e fetotsoeng bakeng sa likhoeli tse ts'eletseng e felileng ka la 30 Phuptjane 2022 e ne e le $ 30.1 milione ha e bapisoa le tahlehelo e fetotsoeng ea EBITDA ea $ 2.0 milione bakeng sa likhoeli tse ts'eletseng tse felileng ka la 30 Phuptjane 2021.
Likhoeling tse tšeletseng tse qalang tsa 2022, litšenyehelo tsa ts'ebetso ea k'hamphani li ile tsa phahama ho ipapisitse le maemo a holimo a ts'ebetso le likhatello tsa inflation, hammoho le tšitiso ea phepelo ea thepa, litheko tse phahameng tsa thepa le ts'ebetso e ntseng e eketseha ea indasteri, e leng se ileng sa nyolla litšenyehelo mefuteng eohle ea litšenyehelo.Litšenyehelo tsa basebetsi li ile tsa phahama ka lebaka la liphetoho tsa motheo le likhothaletso tsa ho lula li le tlholisano 'marakeng oa hajoale le ho khutlisa melemo e tlositsoeng ka 2020 ho fokotsa litšenyehelo.
Mesebetsi ea k'hamphani e arohane le ea Canada le United States.Litšenyehelo tsa ts'ebetso ea lik'hamphani li kenyelletsa litšenyehelo tse amanang le lihlopha tsa Thepa ea Reliability le Optimization, hammoho le litšenyehelo tse akaretsang le tsa tsamaiso, tse kenyelletsang litšenyehelo tse amanang le sehlopha sa batsamaisi, boto ea batsamaisi, litefiso tsa khamphani ea sechaba le mesebetsi e meng e thusang ts'ebetso Canada le USA.
(1) EBITDA e fetotsoeng le phallo ea chelete mahala ke likarohano tsa lichelete tseo e seng tsa IFRS, 'me Adjusted EBITDA% ke karolelano ea lichelete eo e seng ea IFRS.Ha li hlalosoe tlas'a IFRS 'me ha li na moelelo o tloaelehileng.Sheba mehato le likarohano tseo e seng tsa IFRS.
Papiso ea kotara ea bobeli ea 2022 le kotara ea bobeli ea 2021 Bakeng sa likhoeli tse tharo tse felileng ka la 30 Phuptjane, litšenyehelo tsa khoebo ka 2022 e ne e le $ 12.6 milione ha li bapisoa le $ 7.0 milione ka nako e ts'oanang ka 2021. ea 2022 ha theko ea kabelo e nyolohile ka 67% kapa $1.88 ho tloha ka la 31 Hlakubele 2022 ho isa la 30 Phuptjane 2022, ha e bapisoa le keketseho ea $ 0.51 selemong seo.nako e tšoanang selemong se fetileng.ka keketseho ea tšebeliso ea chelete ea hona joale 'marakeng.Ho feta moo, litefiso tsa meputso li nyolohile ha lik'hamphani li ntse li eketsa likhothaletso ka kakaretso ho boloka le ho hohela talenta 'marakeng oa mesebetsi o ntseng o hlolisana le ho feta.STEP e ela hloko likhothatso tsa $100,000 CEWS kotareng ea bobeli ea 2021, e fokotsang litšenyehelo ka kakaretso.
Q2 2022 Ha e bapisoa le Q1 2022, tšebeliso ea chelete ea khoebo ho Q2 2022 e ne e le $ 12.6 milione ha e bapisoa le $ 9.3 milione ho Q1 2022, e nyolohile ka $ 3.3 milione.Joalo ka kotara ea pele ea 2022, ntlha ea bohlokoa kotareng ea bobeli ea 2022 ke liphetoho ho boleng ba 'maraka ba matšeliso a lefuoang ka chelete.Matšeliso a chelete a thehiloeng ho tekano a eketsehile ho tloha ho $ 4.2 milione ho isa ho $ 7.3 milione kotareng ea bobeli ea 2022 ho isa ho $ 1 milione kotareng ea pele ea 2022, 'me likarolo li nyoloha ka 67% kotareng ea bobeli, kapa 1. $88, ho theoha ho $1.19 kotareng ea pele. .STEP e ikemiselitse ho fa litsebi tsa eona pokello ea likhau tsa tlholisano ka kakaretso ho elelloa tlatsetso ea bona ho liphetho tse ntlafalitsoeng.
Litšenyehelo tsa khoebo bakeng sa likhoeli tse ts'eletseng tse felileng ka la 30 Phuptjane 2022 e ne e le $ 21.9 milione ha e bapisoa le $ 12.5 milione bakeng sa nako e ts'oanang ka 2021. Likhoeling tse tšeletseng tse qalang tsa 2022, mats'eliso a holimo bakeng sa likabelo tsa chelete ka lebaka la keketseho ea $ 3.07 ea theko ea kabelo ha e bapisoa le keketseho ea December ea litefiso ka boleng ba 'maraka oa hajoale.Ho feta moo, litefiso tsa meputso li nyolohile ha lik'hamphani li ntse li eketsa likhothaletso ka kakaretso ho boloka le ho hohela talenta 'marakeng oa mesebetsi o ntseng o hlolisana le ho feta.STEP e amohela $300,000 ho melemo ea CEWS bakeng sa likhoeli tse tšeletseng tse felileng ka la 30 Phuptjane 2021, e leng ho fokotsang kakaretso ea litefo.
Phatlalatso ena ea boralitaba e kenyelletsa lipehelo le mehato ea ts'ebetso eo hangata e sebelisoang indastering ea litšebeletso tsa oli e sa hlalosoang ho IFRS.Lirapa tse fanoeng li reretsoe ho fana ka tlhahisoleseding e eketsehileng 'me ha lia lokela ho nkoa li le mong kapa e le sebaka sa mehato ea ts'ebetso e lokiselitsoeng ho latela IFRS.Mehato ena eo e seng ea IFRS ha e na boleng bo tloaelehileng tlasa IFRS, ka hona e kanna ea se ke ea bapisoa le mehato e ts'oanang e fanoang ke bafani ba bang.Lipalo-palo tseo e seng tsa IFRS li lokela ho baloa hammoho le litlaleho tsa lichelete tsa kotara le selemo le lintlha tsa khamphani.
"Adjusted EBITDA" ke lets'oao la lichelete le sa hlahisoang ho latela IFRS, e lekanang le phaello (tahlehelo) pele ho theolelo ea litšenyehelo tsa lichelete, ho theoha ha theko le ho fokotsa chelete, tahlehelo (phaello) ho tsoa ho lahla thepa, polante le lisebelisoa, tsa morao-rao le tsa morao-rao. makhetho a lekeno a chechisetsoang morao.Reserves le reimbursements, equity.le likhakanyo tsa chelete tse thehiloeng ho arolelanoang, litjeho tsa terasekishene, ho fetisetsa litahlehelo tsa phapanyetsano ea kantle ho naha (liphaello), litahlehelo tsa phapanyetsano ea kantle ho naha (liphaello), tahlehelo ea ho senyeha."Adjusted EBITDA %" ke karo-karolelano eo e seng ea IFRS e baloang ka ho arola EBITDA e Lokisitsoeng ka lekeno.EBITDA e fetotsoeng le EBITDA % e fetotsoeng li hlahisoa hobane li sebelisoa haholo ke sechaba sa matsete ha li fana ka temohisiso mabapi le liphetho tse hlahisoang ke mesebetsi e tloaelehileng ea khoebo ea k'hamphani pele ho nahanoa hore na mesebetsi eo e tšehetsoa joang ka lichelete le hore liphetho li lefisoa lekhetho.Khampani e sebelisa Adjusted EBITDA le Adjusted EBITDA % ho lekola ts'ebetso ea ts'ebetso le likarolo kaha batsamaisi ba lumela hore li fana ka papiso e ntle ea nako ea lipakeng.Tafole e ka tlase e bonts'a poelano ea EBITDA e fetotsoeng eo e seng ea IFRS ho lekeno la lichelete (tahlehelo) tlasa IFRS.


Nako ea poso: Feb-15-2023