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Estrella International Energy Services Ltd. EENZD


Primary Symbol: EENZF



GREY:EENZF - Post by User

Post by RBCHY7on Nov 30, 2012 1:08pm
188 Views
Post# 20667460

Q2 vs Q3

Q2 vs Q3

Rig Rate                                        Q2 49%    Q3 40%                               negative

Rig Revenue                                 Q2 $12,399     Q3 $11,526                negative

Service Revenue                          Q2 $2,658     Q3 $2,954                     positive

Consult Revenue                         Q2 $1,811     Q3 $1,665                     negative

Cash Flow                                     Q2 $4,418     Q3 $1,895                     negative

Gross Margin                                Q2 18%       Q3 6%                              negative

Admin Expeneses                       Q2  $2,761     Q3 $2,690                    positive

EBITDA                                          Q2 $204      Q3 -$1,746                      negative

These are facts.  Clearly a setback.  As investors, we have to think what the numbers will look like once the rig rate can get back to a more normal level of 80%+.  Almost of all these metrics can and will improve once this happens.  Therefore, if you believe the rig rate will return, then buy as much at 0.075 as you can.  I will voice my opinion to management to do a better job of keeping investors in the loop in regards to new contracts awarded and rig rate expections for Q4 and FY 2013.

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