A matéria produzida por Juan Pablo Spinetto da Bloomberg traz duas informações importantes sobre a situação da OG (X) de Eike Batista:
1. As ações da empresa caíram ao pior nível em quatro anos após terem uma nova perda de 15% no pregão desta segunda-feira. Além disso, a OG (X) liderou as perdas na BOVESPA e suas ações foram as mais comercializadas no dia de hoje.
2. A empresa deverá retornar blocos de exploração do Pré-Sal até o dia 12 de março, buscando uma recuperação no valor de suas ações.
E ainda tinha gente que achava que saber que agora está no último lugar da lista dos cem maiores bilionários seria a pior notícia que Eike Batista receberia no dia de hoje.
OGX Extends Slump to Four-Year Low After Deutsche Cut: Rio Mover
By Juan Pablo Spinetto
OGX Petroleo & Gas Participacoes SA, the oil producer run by billionaire Eike Batista, extended a 15 percent slump last week to the lowest in more than four years after Deutsche Bank AG cut its target price for the shares.
OGX, based in Rio de Janeiro, fell 5.6 percent to 2.87 reais at 12:29 p.m. in Sao Paulo after dropping to 2.86 reais, the lowest intraday since Nov. 12, 2008. OGX led losses and was the most-traded stock by volume on the benchmark Bovespa index, which declined 1.3 percent.
OGX is likely to relinquish areas in Brazil’s Campos basin by a March 12 deadline and that would lead to lower recoverable oil volumes, Deutsche’s Marcus Sequeira, the stock’s most accurate analyst in a Bloomberg Absolute Return Ranking (OGXP3), said in a note to clients today. OGX is still trading at expensive levels, Sequeira said, after he cut the target price for the company to 2 reais from 3.8 reais.
“There is a high likelihood of OGX returning blocks, thus supporting our much lower than consensus recoverable volume estimates,” Sequeira wrote. “Despite the sharp decline in the shares, the stock is still expensive.”
