陽光油砂(02012.HK):目前生產活動經已暫停
格隆匯8月16日丨陽光油砂(02012.HK)公佈,由於國際原油市場波動、原油價格大幅下滑,並考慮到公司生產設備和道路需要維修,公司曾於2020年3月31日宣佈臨時停產90天,再加上加拿大爆發新冠肺炎。最初估計的90天是當時預計建基於(i)新冠肺炎將會短期受控和油價的很快恢復;以及(ii)修復工作可以在2020年夏季完成。隨後,上述外在因素持續影響,導致公司復產計劃延期。
目前,生產活動經已暫停。而勞動安排和設施維持的工作仍在運行。公司亦與潛在的商業客户持續進行聯絡。在等待復產計劃開始的同時,運營團隊目前正在(i)積極與服務供應商聯絡,解他們的空檔期並討論可行的維修步驟;(ii)採取措施進一步降低成本,以便在恢復運營時,公司的盈利能力和現金流量達至更好狀況。這些包括例如:與項目工地附近的新客户協商以降低運輸成本,實施流程,以改進減少能源消耗等。
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