财务数据和关键指标变化 - 第一季度石油产量为29,527桶/天 较2019年第四季度下降10% [8] - 净亏损2.52亿美元 而上一季度净利润为2700万美元 [10] - 调整后EBITDA为3500万美元 运营现金流为2200万美元 [10] - 资本支出总计4430万美元 较2019年第四季度减少36% [11] - 哥伦比亚比索兑美元贬值18% 影响80%以比索计价的运营成本和G&A成本 [9] 各条业务线数据和关键指标变化 - 核心资产Acordionero、Costayaco和Moqueta占公司已探明储量的81% [16] - Acordionero区块钻井成本降至每口井180万美元 预计重启后还可降低20%-30% [16] - Suroriente区块Cohembi油田在农民封锁前产量约为4000桶/天 [17] - 计划分两阶段将Cohembi水处理能力从19000桶/天提升至60000桶/天 [17] 各个市场数据和关键指标变化 - 当前产量维持在21000-22000桶/天水平 [39][41] - 约4000-5000桶/天的产能因设备维修而暂时关闭 [24] - 哥伦比亚政府颁布535号法令 加速增值税和所得税退税 预计2020年可收回7500万美元 [11][52] 公司战略和发展方向和行业竞争 - 迅速调整战略从产量增长转向保护资产负债表 [6] - 暂停高成本产量 关闭经济性不佳的油田 [15] - 通过重新谈判供应商合同实现结构性成本降低 [9] - 高管和董事会成员薪酬削减20% [9] - G&A成本预计将比原预算减少30%-35% [9] 管理层对经营环境和未来前景的评论 - 行业面临前所未有的挑战 但公司具备应对优势 [6] - 低基础递减率和常规石油资产提供竞争优势 [12] - 50%产量已进行套期保值 新建立无成本Brent领子期权 [11] - 预计借款基础重估将于5月完成 [13] 其他重要信息 - 9口油井需要维修作业 但将推迟至油价回升至30美元/桶以上 [16] - 每次ESP维修成本约80万美元 [23] - 剩余2020年仅计划最低限度的维护性资本支出约200-500万美元 [57][58] 问答环节所有的提问和回答 关于维修作业 - 第一季度部分维修作业与砂堵问题有关 另有2口井为主动转为注水井 [21] - 电力供应问题已在2月底解决 [22] - 维修决策考虑现金流管理而非单纯投资回报 [25] 关于现金流平衡点 - 30美元/桶油价下公司可实现现金流平衡 [28] - 更倾向于将原油留在地下待价格回升 [28] 关于现金成本 - 核心资产运营成本预计将降至8美元/桶左右 [32] - 增值税退税预计未来5个月可收回5000万美元 [59] 关于增产计划 - 油价需回升至35-40美元/桶才会考虑恢复开发钻井 [37] - Suroriente区块问题尚未解决 影响复产时间 [38] 关于流动性状况 - 完全计划支付即将到期的债券利息 [50] - RBL贷款204亿美元已全部提取 [49] - 应付账款减少属正常业务结算 [49]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34018 GRAN TIERRA ENERGY INC. (Exact name of registrant as specified in its charter) (State or other jurisdict ...

Gran Tierra Energy Inc. (NYSE:GTE) Q4 2019 Earnings Conference Call February 27, 2020 11:00 AM ET Company Participants Gary Guidry - President & Chief Executive Officer Ryan Ellson - Executive Vice President & Chief Financial Officer Tony Berthelet - Chief Operating Officer Conference Call Participants David Round - BMO Capital Markets Operator Good morning ladies and gentlemen and welcome to Gran Tierra Energy's Conference Call for Fourth Quarter and Year End 2019 Results. My name is Jimmy and I will be yo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ (Exact name of registrant as specified in its charter) Delaware 98-0479924 (State or other jurisdiction of incorporation or organization) ...

Gran Tierra Energy, Inc. (NYSE:GTE) Q3 2019 Earnings Conference Call November 6, 2019 11:00 AM ET Company Participants Gary Guidry - President and Chief Executive Officer Ryan Ellson - Executive Vice President and Chief Financial Officer Tony Berthelet - Chief Operating Officer Conference Call Participants Ian Macqueen - Eight Capital Josef Schachter - Schachter Energy Research Services Inc. Chelsea Colon - Aegon Asset Management Jose Silva - BTG Pactual S.A. Nikolay Menteshashvili - Insight Investment Oper ...

Creating Value in Colombia & Ecuador November 2019 | --- ...

or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 GRAN TIERRA ENERGY INC. (Exact name of registrant as specified in its charter) Delaware 98-0479924 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 900, 520 - ...

Gran Tierra Energy, Inc. (NYSE:GTE) Q2 2019 Earnings Conference Call August 8, 2019 11:00 AM ET Company Participants Gary Guidry - President, CEO & Director Ryan Ellson - CFO & EVP, Finance Conference Call Participants Ian Macqueen - Eight Capital David Round - BMO Capital Markets Nikolay Menteshashvili - Insight Investment Management Limited Miguel Ospina - Compass Group Al Stanton - RBC Capital Markets Operator Good morning, ladies and gentlemen, and welcome to Gran Tierra Energy's Results Conference Call ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission file number 001-34018 GRAN TIERRA ENERGY INC. (Exact name of registrant as specified in its charter) Delaware 98-0479924 (State ...

Creating Value in Colombia & Ecuador May 2019 | --- ...