What's behind the oil company's rise this Friday (27)? –MoneyTimes


brave energy

Brava Energia performs among the biggest gains on the Ibovespa this Friday (27) (Image: Disclosure)

A Brava Energia (BRAV3) performs among the biggest highs in the Ibovespa (IBOV) this Friday (27), after the company announced the closing of the transaction involving the Atlanta and Oliva fields, announced in March this year.

According to the statement sent to the market on Thursday (26), after meeting all the precedent conditions of the National Agency for Petroleum, Natural Gas and Biofuels (ANP), the transaction for the entry of affiliates of Westlawn Americas Offshore LLC, with a 20% interest in the BS-4 concession, has been completed.

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The transaction was concluded with the payment of US$234 million to the company, considering the adjustments provided for in the contract that are added to the installment of US$75 million received after signing in March 2024.

At around 11:25 am, BRAV3 shares rose 4.17%, to R$17.72.

In evaluating the XP Investimentosthe operation came at a favorable time. It is worth noting that the signing of the agreement was already expected, as it was announced in March, originally valued at US$301.7 million.

Analysts consider that the amount will improve Brava's balance sheet for the third quarter of 2024, strengthening the company's liquidity during an important moment, given the production stoppage at Papa Terra and the ongoing licensing for the FPSO Atlanta, as well as the subsequent production transition of the FPSO Petrojarl.

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Papa Terra should return in December, says Brava

Last week, Brava informed the market that the expected return of production from the Papa Terra field was updated to the beginning of December 2024.

At the request of the National Petroleum, Natural Gas and Biofuels Agency (ANP), Brava interrupted production on September 4th to provide clarification on the number of people on board and maintenance activities.

For the Itaú BBAthe resumption of production from the field in December is a more conservative expectation to ensure that the company can meet all ANP requirements on the platform by the defined date, given that they had to reduce the number of workers on the platform.

BBA analysts point out that the company is facing a challenging time in delivering large projects due to unexpected events.

“However, once this phase is complete, they (the company's executives) expect to have greater free cash flow generation, as well as better visibility into a shareholder return metric that will satisfy the diverse profiles within the company's shareholder base. enterprise”.

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