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Baker Hughes expands operations in Namibia

Published 11/21/2024, 08:12 AM
BKR
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WALVIS BAY, Namibia - Baker Hughes (NASDAQ: NASDAQ:BKR), a global energy technology firm, has announced the inauguration of a new liquid mud plant and accompanying facilities at Walvis Bay Port, marking a significant expansion of its operations in Namibia. The opening, which took place on Thursday, aligns with Namibia's growing role in the African energy sector.

The newly established plant is currently the largest of its kind in Namibia by volume and capacity. It is designed to meet the demands of offshore oil and gas operations, offering drilling and completions fluids as well as cement bulk handling. The integrated multi-modal facility will also provide advanced testing and maintenance services for subsea operations.

Amerino Gatti, Executive Vice President of Oilfield Services & Equipment at Baker Hughes, highlighted the strategic importance of the facilities, noting they are poised to support the country's ambitions to become a leading energy supplier in Africa. The investment reflects Baker Hughes' commitment to fostering local employment and operational efficiencies for its customers.

The plant boasts a capacity to store 15,000 barrels of drilling and completion fluids, ensuring a reliable local supply of essential materials for offshore fields. The location at Walvis Bay Port enhances logistical advantages for the company's operations.

In addition to infrastructure development, Baker Hughes has focused on human capital, providing advanced training to local workers in oil and gas operations. Training programs have also been extended to personnel from the National Petroleum Corporation of Namibia (NAMCOR) and the Ministry of Mines and Energy (MME), aiming to build a skilled workforce within the nation.

Baker Hughes has been active in Namibia's energy sector since 2021, offering various services including drilling, subsea wellheads, and tubular running services. The establishment of the Walvis Bay facilities underscores the company's growing presence in the region since the discovery of significant offshore oil reserves in the Orange Basin.

The information about the expansion of Baker Hughes' operations in Namibia is based on a press release statement from the company.

In other recent news, Baker Hughes has reported a record quarterly EBITDA in its third quarter 2024 earnings call, indicating strong financial results and strategic growth in its Integrated Energy Technology and Oilfield Services & Equipment segments. The company reported a 20% year-on-year EBITDA growth for the third consecutive quarter, with EBITDA margins reaching 17.5%, the highest since 2017. However, the company's Q3 revenue fell slightly below expectations due to project delays, with a revenue miss of just over $200 million related to GTE timing. Despite these challenges, Baker Hughes expects recovery in Q4 and Q1.

Adding to the recent developments, Baker Hughes secured significant contracts with Brazilian state-run oil company Petrobras to supply flexible pipe systems for Brazil's pre-salt oilfields. The contracts, signed in October 2024, involve the delivery of 77 kilometers of flexible pipes designed to withstand the corrosive effects of high CO2 concentrations found in the pre-salt fields.

The upcoming U.S. presidential election also holds potential market impacts. Analysts predict a bullish response for equity markets if Trump is victorious, citing his promises to cut corporate taxes and reduce regulations. Conversely, a Harris victory could influence different sectors, with companies like NYSE:KBH, NYSE:LEN, NYSE:PHM, NASDAQ:ZG, and NYSE:TOL potentially thriving under her housing initiatives and tax incentives. These are some of the recent developments investors are considering.

InvestingPro Insights

Baker Hughes' (NASDAQ: BKR) expansion in Namibia aligns well with its strong financial performance and market position. According to InvestingPro data, the company boasts a market capitalization of $43.85 billion and has demonstrated solid revenue growth of 11.08% over the last twelve months as of Q3 2024. This expansion strategy is likely to further bolster its revenue, which stood at $27.3 billion in the same period.

InvestingPro Tips highlight Baker Hughes' financial stability and growth potential. The company has maintained dividend payments for 38 consecutive years, reflecting its commitment to shareholder returns. Additionally, it operates with a moderate level of debt, which provides financial flexibility for expansions like the one in Namibia.

The new liquid mud plant in Walvis Bay Port is poised to capitalize on Namibia's growing energy sector. This strategic move is supported by Baker Hughes' strong profitability, as evidenced by its operating income margin of 11.79% in the last twelve months. The company's ability to generate profits while expanding its global footprint is a positive indicator for investors.

It's worth noting that Baker Hughes is trading near its 52-week high, with a strong return of 34.05% over the past year. This performance suggests investor confidence in the company's growth strategy and operational execution.

For readers interested in a more comprehensive analysis, InvestingPro offers 15 additional tips for Baker Hughes, providing a deeper understanding of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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