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UPDATE 2-Lundin boosted by production, more to come

Published 05/04/2011, 03:40 AM
Updated 05/04/2011, 03:52 AM
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* Core profit $238 million, vs forecast $224 million

* Production better than expected, but keeps 2011 outlook

* Says to give new production outlook with Q2 result

* CEO says positive about production in coming quarters

* Shares rise 4 percent

(Adds CEO comment, share price reaction)

By Simon Johnson and Christopher Jungstedt

STOCKHOLM, May 4 (Reuters) - Lundin Petroleum's first-quarter core profit topped forecasts as production exceeded expectations and the Swedish oil firm held out the prospect of an increase in its production forecast for the year.

The company, which produces most of its oil in Norway and also pumps oil in Indonesia, Russia and Tunisia among other countries, said on Wednesday higher-than-expected production and Brent oil prices averaging over $105 per barrel boosted results.

"First quarter highlights were strong production and cash flow and I expect that to continue in the forthcoming quarters in 2011," CEO Ashley Heppenstall said.

"As we stand today, I see no reason why we cannot continue to meet quarter one production figures through quarter two and quarter three," he said. "Then I expect production to increase."

Heppenstall said that excluded planned shutdowns.

Lundin, however, stuck to its forecast for production of 28,000-33,000 barrels of oil equivalent per day in 2011, saying there were uncertainties relating to wells in its Alvheim field.

A revised production forecast will be presented with second quarter results.

Earnings before interest, tax, depreciation and amortisation were $238 million versus $224 million seen in a Reuters poll and $152 million in the year-ago quarter.

Heppenstall said that Lundin had an aggressive exploration programme that should boost the company's assets.

The company plans wells in its Avaldsnes field, the Barents Sea -- where Statoil recently discovered oil -- and in South East Asia.

"The result was good with strong figures and production that is going along nicely, but the important thing is the exploration news," said one analyst who declined to be identified.

"The Avaldsnes drilling, the Barents Sea and Malaysia could generate 10 crowns per share each if they are successful. That's what everyone is waiting for."

Shares in Lundin were up 4.2 percent at 93.00 at 0701 GMT

Lundin's main business is to look for hydrocarbon deposits under the sea floor to sell or develop under its own name. (Editing by Dan Lalor and Jane Merriman)

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