Thread regarding Anadarko Petroleum Corp. layoffs

Reality Check

Anadarko Petroleum's stock has jumped 8% over the past five days, but it's only up 1.8% year to date and down 46% over the past year. Exacerbating APC's predicament, however, is the massive debt burden on its balance sheet. The company's debt-to-equity ratio now stands at 1.22, which tells us that the company is primarily financing operations with borrowed money.

During the go-go days leading up to the energy price collapse, Anadarko took advantage of low interest rates and high prices to finance aggressive expansion. Now, interest rates are rising (albeit slowly) and energy prices are still about 61% off their highs in the midsummer of 2014.

After selling off several underperforming assets, Anadarko is becoming a pure play on North American shale production via its assets in Wattenberg, Eagle Ford and the Delaware Basin.

Anadarko has curtailed spending, stopped investing in future production and is living on fumes.

The consensus EPS forecast for Q1 is a loss of $1.18 per share, compared with a year-earlier loss of 72 cents a share.

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| 1871 views | | 12 replies (last April 20, 2016) | Reply
Post ID: @OP+GWUq6Lk

12 replies (most recent on top)

Definitely not enough curtail in spending. The planes and hunting lodges still prevail along with the bloated salaries of incompetent VPs and EVPs.

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Post ID: @4ixe+GWUq6Lk

Oops. No agreement in Qatar. The recent price rise in anticipation of an agreement is receding slowly right now. We're f---ed.

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Post ID: @2ayw+GWUq6Lk

Oil is down to $38.10 after the OPEC announcement. So here we go again with the stock prices dropping. The government of the US can bail out Banks and Auto Makers, but they would never touch the oil and gas industry with a 10' pole. Oil and gas jobs represent a fraction of the whole US jobs, and you will never see anyone outside of oil and gas economies give a rats assabout our jobs. Somehow there has to be a way to counter OPEC to help our own oil and gas interest? The US needs to find a technology that makes the economics work with 20.00 oil. Maybe we just need to takeover Saudi!!

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Post ID: @2mag+GWUq6Lk

Saudi Arabia is trying to IPO a small portion of Aramco and is looking longer term at diversifying their economy away from purely oil exports.

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Post ID: @1nef+GWUq6Lk

I know this is not the whole story, but we are controlled by forces outside the US. One can only hope that more oil spells a doom to Saudi as well. At some point they will not be able to prop up their government and society. That might not be in the near future, but at some point they will pay as well.

http://www.reuters.com/article/us-oil-meeting-draft-idUSKCN0XE02Y

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Post ID: @1nfh+GWUq6Lk

When we SELL assets

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Post ID: @1qnf+GWUq6Lk

When we seek assets we sell our best assets the ones somebody else will want. We sell them to someone who can buy so someone who is stronger than us. These assets are worth more to the buyers so they will continue to produce and will do so more profitably than we can. What does this mean? They are getting stronger. We are left weaker. Fields will continue to be produced so the oil glut is extended.

Make no mistake. When we sell assets it is a short term survival strategy to get cash. We are positioning ourselves to be weaker in the long term and making our competitors in this game of chicken stronger. If the glut continues we are damned.

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Post ID: @1lid+GWUq6Lk

Our future is being decided in Qatar today, right now. Oil will either keep creeping up or collapse again.

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Post ID: @1btf+GWUq6Lk

When times are tough is when you find out who has any real integrity The values either mean something in the worst of times or they are a joke Trusting the company to adhere to the very standards it imposes on the organization was a mistake We learn from our mistakes

The subversion of the core values was a betrayal of all employees esp the ones who stayed with the company and will have the core values shoved down their throats

You are right that money makes it all better

"Friends"? Who used that word?

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Post ID: @1mmm+GWUq6Lk

Stop complaining no one owes anyone a damn thing. A business is to make money not friends! They were nice enough to give you a great severance!

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Post ID: @1ern+GWUq6Lk

Servant leadership - they forgot to put a comma between the two words

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Post ID: @1okf+GWUq6Lk

Anadarko is living off of the sale of its assets which are diminishing as they sell those assets one day at a time. Eventually there will be nothing left to sell and the only thing Anadarko will have left are the core values. My favorite is Integrity and Trust. What's yours?

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Post ID: @fqk+GWUq6Lk

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