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Electromagnetic Geoservices ASA

Earnings Release May 9, 2019

3587_rns_2019-05-09_e8b15ab8-a436-4d82-b617-3dea68467227.pdf

Earnings Release

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EMGS FIRST QUARTER 2019.

Highlights in the First Quarter.

Operational highlights

  • Proprietary contract in South America completed
  • Commencement of a proprietary survey in South-East Asia of approximately USD 24 million

Financial highlights

  • Revenues of USD 10.8 million
  • EBITDA of USD 2.6 million
  • Adjusted EBITDA negative USD 1.2 million

Subsequent events

  • USD 73.3 million proprietary acquisition LOA for Pemex with a minimum value of USD 29.3 million
  • New guarantee facility of USD 7.5 million
  • Multi-client pre-funding revenues of USD 3.4 million in Norway
  • EMGS exercised the first of three six-months option periods for the BOA Thalassa
Q1 2019 Q1 2018 2018 Q4 2018
Amounts in USD million (except per share data) Unaudited Unaudited Unaudited Unaudited
Contract sales 3.1 0.1 7.2 6.3
Multi-client sales 6.9 3.5 21.6 6.4
Other revenue 0.7 0.7 2.8 0.7
Total revenues 10.8 4.3 31.5 13.4
Operating profit/ (loss) -4.4 -11.2 -31.7 -6.3
Income/ (loss) before income taxes -6.0 -12.1 -36.6 -7.3
Net income/ (loss) -6.0 -12.1 -36.6 -7.1
Earnings/ (loss) per share -0.05 -0.13 -0.31 -0.05
Average number of shares outstanding (in thousands) 130,970 91,429 116,345 130,970
EBITDA 2.6 -6.4 -10.6 0.6
Multi-client investments 0.0 1.7 6.2 0.4
Vessel and office lease 3.8 0.0 0.0 0.0
Adjusted EBITDA -1.2 -8.1 -16.8 0.2

Key financial figures

EBITDA = Operating profit /(loss) + Depreciation and ordinary amortisation + Multi-client amortisation + Impairment of long-term assets. Following implementation of IFRS 16, prior periods are not comparable to Q1 2019, see Accounting Principles for a description of the effects from implementation of IFRS 16.

Financial Review.

Revenues and operating expenses

EMGS recorded revenues of USD 10.8 million in the first quarter of 2019, up from USD 4.3 million reported for the corresponding quarter of 2018. Contract and other sales totalled USD 3.9 million, while multi-client sales amounted to USD 6.9 million. For the first quarter of 2018, contract and other totalled USD 0.8 million, while multi-client sales amounted to USD 3.5 million.

Charter hire, fuel and crew expenses totalled USD 2.4 million in the first quarter this year, compared with USD 4.3 million in the first quarter of 2018. Following the implementation of the new accounting standard for leases, IFRS 16, on 1 January 2019, vessel leases are no longer recognised under charter hire, fuel and crew expenses, but as a financial lease. See Accounting Principles for a description of the effects from implementation of IFRS 16. The reclassified vessel lease expenses amounted to USD 3.6 million in the first quarter of 2019. The Group used the modified retrospectively approach when adopting IFRS 16, hence the financials for 2018 are not comparable to the financials for 2019. The Company did not capitalise any multi-client expenses in the first quarter of 2019, while USD 1.7 million was capitalised in multi-client expenses in the first quarter of 2018. The charter hire, fuel and crew expenses of USD 6.0 million in the first quarter of 2019 is the same as in the first quarter of 2018 when adding back the vessel lease expenses in the first quarter of 2019 and the multi-client expenses in the first quarter last year.

Employee expenses amounted to USD 4.7 million in the first quarter of 2019, down from USD 5.1 million in the same quarter in 2018.

Other operating expenses totalled USD 1.0 million in the first quarter this year. In accordance with IFRS 16, the office leases are no longer recognised under other operating expenses. The reclassified office lease expenses amounted to USD 0.2 million in the first quarter of 2019. Other operating expenses of USD 1.2 million is a decrease from USD 1.3 million for the comparable quarter of 2018 when adding back the office lease expenses in the first quarter of 2019.

Depreciation, amortisation and impairment

Depreciation and ordinary amortisation totalled USD 5.2 million in the first quarter of 2019, up from USD 2.1 million in the first quarter of 2018. The increase is mainly a result of depreciation of the right-of-use assets, vessel leases and office leases, due to the adoption of IFRS 16.

Multi-client amortisation amounted to USD 1.8 million this quarter, compared with USD 2.7 million in the first quarter of 2018. The decrease is a result of some of the multi-client projects with a carrying value in the first quarter last year being fully amortised this year. The Group uses straight-line amortisation for its completed multi-client projects, assigned over the useful life time of 4 years.

Net financial items

Net financial items ended at negative USD 1.6 million in the first quarter of 2019, compared with negative USD 0.8 million in the corresponding quarter last year. In the first quarter of 2019, the Group recorded a net currency income of USD 0.2 million, compared with a currency loss of USD 1.8 million in the first quarter of 2018. In the first quarter 2018 the Group recorded a gain of USD 1.8 million on a forward rate agreement, this agreement was settled in 2018. In the first quarter of 2019, the Group recorded an interest expense of USD 1.8 million compared with an interest expense of USD 1.2 million in the first quarter of 2018. The increase is mainly caused by the adoption of IFRS 16 in 2019.

Income/(loss) before income taxes

Loss before income taxes amounted to USD 6.0 million in the first quarter 2019, compared with a loss before income taxes of USD 12.1 million in the corresponding quarter in 2018.

Income tax expenses

Income tax expenses of USD 8 thousand were recorded in the first quarter of 2019, compared with an income tax expense of USD 3 thousand in the first quarter of 2018.

Net income for the period

Lossfor the first quarter of 2019 amounted to USD 6.0 million, up from a loss of USD 12.1 million in the same period last year.

Cash flow and balance sheet

In the first quarter 2019, net cash flow from operating activities was USD 7.5 million, compared with negative net cash flow of USD 2.9 million in the first quarter of 2018. The cash flow from operating activities this quarter was mainly affected by a positive EBITDA of USD 2.6 million and a positive change in other working capital of USD 4.9 million.

EMGS applied USD 0.3 million in investing activities in the first quarter this year, compared with USD 1.9 million in the first quarter of last year. The Company invested USD 0.3 million in property, plant and equipment in the first quarter 2019.

The carrying value of the multi-client library was USD 10.8 million at 31 March 2019, down from USD 12.6 million at 31 December 2018 and USD 16.3 million at 31 March 2018.

Cash flow from financial activities was negative USD 4.0 million in the first quarter of 2019, compared with a positive cash flow of USD 0.1 million in the same quarter last year. The negative cash flow this year included a recognition of financial lease liabilities of USD 2.8 million and interest lease liabilities of USD 0.5 million following the implementation of IFRS 16.

The Company had a net decrease in cash, excluding restricted cash, of USD 3.2 million during the first quarter of 2019. At 31 March 2019, cash and cash equivalents totalled USD 9.6 million.

Financing

Total borrowings were USD 30.9 million at 31 March 2019, down from USD 30.8 million at 31 December 2018 and down from USD 32.8 million at 31 March 2018. This includes the Company's bond loan, which had a carrying value of USD 30.9 million recorded as non-current borrowings and USD 1.9 million recorded as equity in accordance with IFRS.

The convertible bond loan contains a financial covenant requiring free cash and cash equivalents of at least USD 2.5 million. In addition, the convertible bond agreement has restrictions regarding the Company´s ability to sell or otherwise dispose of the multi-client library, declare or make dividend payments, incur additional indebtedness, change its business or enter into speculative financial derivative agreements. As of 31 March 2019, the free cash and cash equivalents totalled USD 9.6 million.

Operational Review.

Q1 2019 Q4 2018 Q3 2018 Q2 2018 Q1 2018
Contract 11 % 32 % 0 % 0 % 0 %
Multi-client 0 % 0 % 29 % 31 % 37 %
Funded R&D project 0 % 0 % 0 % 0 % 0 %
Total utilisation 11 % 32 % 29 % 31 % 37 %

Vessel utilisation and fleet allocation

The vessel utilisation for the first quarter 2019 was 11% compared with 37% in the corresponding quarter in 2018.

The vessels were allocated 11% to proprietary work in the first quarter of 2019 and no time was spent on multi-client projects. In the comparable quarter of 2018, the vessels were allocated 37% to multi-client projects and no time was spent on proprietary work.

EMGS had two vessels on charter and recorded 6.0 vessel months in the quarter. In the first quarter 2018, the Company also had two vessels on charter.

Vessel activity in the first quarter

Utilisation Q1 2019 Status Q1 2019 Firm charter period Remaining option periods
BOA Thalassa 8 % In operation/idle 31 March 2020 2 x 6 months
Atlantic Guardian 13 % In operation/idle 30 September 2021 5 x 12 months

Atlantic Guardian

The Atlantic Guardian began the first quarter acquiring data on a proprietary contract in South America and the survey was completed on 14 January 2019. After that, the vessel was idle before she transited to Norway in March to acquire multi-client data on a fully prefunded acquisition over PL 1031 in the Norwegian Barents Sea and will subsequently mobilise to Mexico for the Pemex LOA.

BOA Thalassa

The BOA Thalassa was idle until she commenced a proprietary survey in South-East Asia on 23 March 2019.

After the end of the reporting period, EMGS exercised the first of three six-month's option periods for the BOA Thalassa, extending the firm period of the charter to 31 March 2020.

Backlog

As of 31 March 2019, EMGS' backlog was USD 26.2 million compared with a backlog of approximately USD 3.1 million at the end of the first quarter 2018. USD 20.8 million of the backlog as of 31 March 2019 is related to a proprietary project, USD 4.0 million is related to late sales, USD 1.1 million is related to a prefunded multi-client project and the remaining USD 0.3 million is related to processing, interpretation and other projects.

As of the date of this report, EMGS total backlog is approx. USD 100 million.

Events during the first quarter of 2019

Multi-client revenues related to the APA 2018 awards

On 15 January 2019, the Norwegian Ministry of Petroleum and Energy announced the awards of new production licenses through the Awards in Pre-defined Areas (APA 2018) licensing round. Based on the offered awards, EMGS expects to realise net uplift revenues of approximately USD 2 million from data-licensing agreements related to the Company's multi-client library. The uplift revenues, which are subject to, amongst other things, the Company's customers' formal approval of the awards offered by the MPE, was recognised in the first quarter of 2019.

Multi-client sales to Equinor

On 4 March, EMGS announced that EMGS and Equinor had entered into final contracts for a multi-client transaction which included a settlement of certain future uplift payment obligations, a data licensing sale from the Company's existing multi-client library in the Barents Sea, Norwegian Sea and North Sea, as well as prefunding for a new multi-client acquisition in the North Sea. The combined gross contract value is approximately USD 8 million.

Proprietary data acquisition survey in south-east Asia

EMGS received a purchase order from an undisclosed customer for proprietary data acquisition survey in south-east Asia on 11 March 2019. The total value of the purchase order is approximately USD 24 million. The BOA Thalassa commenced the survey on 23 March 2019.

Subsequent events

Multi-client pre-funding revenues in Norway

On 2 April 2019, the Company announced that it had entered into a contract with Spirit Energy Norway AS on behalf of the PL1031 license group. The contract value is approximately USD 3.4 million. The vessel Atlantic Guardian commenced the survey early April 2019.

Multi-year acquisition contract

EMGS received a letter of award for a multi-year call-off acquisition contract, awarded by one of the world's largest national oil companies. The letter of award has a value of approximately USD 73.3 million over a two year-period , with a minimum value of approximately USD 29.3 million. Based on the current acquisition estimates, the Company expects that all or a substantial part of the minimum contract value will be recognised in 2019.

New guarantee facility

EMGS has secured a second guarantee facility to supplement the Company's existing USD 10 million guarantee facility. The new guarantee facility (the "New Facility") has a maximum limit of USD 7.5 million and is limited in scope to providing certain performance and warranty guarantees required under the multi-year acquisition contract above.

The New Facility is provided by the Company's existing bank. The New Facility is fully guaranteed by the Company's three largest shareholders (the "Shareholder Guarantors"). The shareholder guarantees will over time be replaced by a pledged deposit (the "Pledged Deposit") to be built up by the Company, which will serve as security for the New Guarantee.

A counter guarantee agreement entered into between EMGS and the Shareholder Guarantors regulates the Company's obligations towards the Shareholder Guarantors in connection with the New facility. The Company will pay the Shareholder Guarantors a guarantee commission of 8% p.a. of the guaranteed amount. As the Pledged Deposit is built up, the guarantee commission will be reduced to 1.5% p.a. for such parts of the New Guarantee which are covered by the Pledged Deposit, and to 0% as the Shareholder Guarantors are released form their obligations towards the bank. A cash sweep mechanism has been agreed with the Shareholder Guarantors to ensure swift build-up of the Pledged Deposit. Under current estimates, the Company expects that the Pledged Deposit will reach the full USD 7.5 million during the course of the first quarter 2020.

Under certain change of control events, including a sale by a Shareholder Guarantor of its shares in the Company, EMGS will be obligated to, within 30 days, replace the relevant Shareholder Guarantor with a new guarantor (or otherwise ensure the release of such Shareholder Guarantor's obligations towards the bank).

Share information

EMGS was listed at the Oslo Stock Exchange in March 2007. During the first quarter 2019, the EMGS share was traded between NOK 1.28 and NOK 3.03 per share. The last closing price before 31 March 2019 was NOK 3.03.

As of 31 March 2019, the Company had a total of 130,969,690 shares outstanding.

Risks and uncertainty factors

EMGS is subject to a number of risk factors, of which the most important isthe demand for EM services. Since 2014, there has been a substantial decline in E&P spending, as a result of a fall in the oil price, and a corresponding sharp deterioration of the market for geophysical services, including EMGS' services.

Through comprehensive cost reduction measures, EMGS has reduced the operational cost base from USD 143 million in 2015 down to USD 48 million in 2018. EMGS continues its cost focus in 2019. Based on current increased operational activity assumptions, the cost level is anticipated to be higher than in 2018. The Company is also pursuing a strategic approach to flexible and low fixed-cost solutions for increased capacity with less dependence on vessels on long term charter and the use of mobile equipment sets. This will bring down the fixed cost and increase vessel utilisation.

The Company's convertible bond loan due in 2023 contains a financial covenant requiring free cash and cash equivalents of at least USD 2.5 million. As of 31 March 2019, the free cash and cash equivalents totaled USD 9.6 million. EMGS' management follows the Company's liquidity risk closely, including weekly updates of the Group's sales forecast and vessel schedule, in addition to a corresponding update of the cost and free cash forecast. The Company's improved backlog in 2019 has reduced the uncertainty related to the timing of revenues and the pressure on the Company's cash position and consequently the Company's ability to meet the cash covenant. The Company is operating with limited headroom under the free cash covenant. Management considers the likelihood of a breach during the next twelve-month period to be low. However, should the Company experience a material, or a series of non-material, incidents with a negative impact on the Company's cash position and / or timing of cash flow, the Company may nevertheless need to take additional actions to remain compliant with the free cash covenant.

The ever-changing exogenous factors in the industry will impact the business and risk factors going forward and they represent added uncertainties. In addition, there are risks associated with EM marine operations which might affect the profitability of projects. Examples include changes in governmental regulations affecting EMGS' markets, technical downtime, adverse weather conditions, licensing and permitting, as well as delays in closing revenue-generating contracts. Reference is made to the Annual Report of 2018 for a further description of otherrelevant risk factors.

Outlook

The market outlook for oil services is characterised by high uncertainty and limited visibility. However, the recent award of two long term contracts combined with a noticeable increase in commercial activity form the basis for the Company's positive EM market outlook. The Company expects its balance sheet and cash position to strengthen in 2019.

The Company expects late sales from the multi-client library in Norway to be on level with 2018. Otherwise, sales efforts are ongoing to secure backlog in all regions.

Based on the current operational forecast, EMGS expects to operate two vessels in 2019. The Company expects to keep one vessel in Asia in 2019, while the other vessel is expected to operate in the Americas and Africa. EMGS will continue to invest in its multi-client library in selected areas. Capital investment plans are limited to maintenance of existing equipment.

The Company has a strong global presence and maintains its cutting-edge technological position in the EM market. The organisation is motivated, dynamic and innovative with a unique and strong know how. The Company is well positioned to benefit from the upturn in the market.

Oslo, 8 May 2019 Board of Directors and CEO

Consolidated Income Statement.

Q1 2019 Q1 2018 2018
Amounts in USD 1 000 Unaudited Unaudited Audited
Operating revenues
Contract sales 3,143 114 7,176
Multi-client pre-funding 0 2,540 8,804
Multi-client late sales 6,916 963 12,781
Other revenue 729 679 2,789
Total revenues 10,788 4,296 31,550
Operating expenses
Charter hire, fuel and crew expenses 2,405 4,296 18,784
Employee expenses 4,718 5,085 17,505
Depreciation and ordinary amortisation 1,864 2,122 7,595
Depreciation right-of-use assets 3,355 0 0
Multi-client amortisation 1,815 2,717 10,914
Impairment of long-term assets 0 0 2,544
Other operating expenses 1,036 1,324 5,877
Total operating expenses 15,193 15,545 63,218
Operating profit/ (loss) -4,405 -11,248 -31,668
Financial income and expenses
Interest income 7
2
9
2
232
Interest expense -1,301 -1,228 -5,251
Interest expense lease liabilities -507 0 0
Net gains/(losses) of financial assets and liabilities 0 2,126 649
Net foreign currency income/(loss) 155 -1,795 -612
Net financial items -1,581 -805 -4,981
Income/ (loss) before income taxes -5,986 -12,054 -36,650
Income tax expense 8 3 -50
Income/ (loss) for the period -5,994 -12,056 -36,599

Consolidated Statement of Comprehensive Income.

Amounts in USD 1 000 Q1 2019
Unaudited
Q1 2018
Unaudited
Q1 2018
Audited
Income/ (loss) for the period -5,994 -12,056 -36,599
Oher comprehensive income
Other comprehensive income to be reclassified to profit or loss in subsequent
periods:
Exchange differences on translation of foreign operations 0 2
6
3
3
Net (loss)/gain on available-for-sale (AFS) financial assets 0 0
Oher comprehensive income 0 2
6
3
3
Actuarial gains/(losses) on defined benefit plans 0 0
Other comprehensive income 0 2
6
3
3
Total other comprehensive income/(loss) for the period -5,994 -12,031 -36,566

Consolidated Statement of Financial Position.

31 March 2019 31 March 2018 31 December 2018
Amounts in USD 1 000 Unaudited Unaudited Audited
ASSETS
Non-current assets
Multi-client library 10,782 16,309 12,596
Other intangible assets 1,260 1,717 1,388
Property, plant and equipment 28,438 34,578 30,174
Right-of-use assets 22,575 0 0
Assets under construction 1,174 2,782 852
Restricted cash 2,924 3,510 3,008
Total non-current assets 67,153 58,896 48,018
Current assets
Spare parts, fuel, anchors and batteries 7,481 7,148 7,225
Trade receivables 2,162 3,521 4,634
Other receivables 6,860 7,219 4,855
Cash and cash equivalents 9,642 11,812 6,487
Restricted cash 2,395 3,616 3,609
Total current assets 28,540 33,315 26,811
Total assets 95,693 92,211 74,829
EQUITY
Capital and reserves attributable to equity holders
Share capital, share premium and other paid-in equity 350,274 336,784 350,274
Other reserves -1,584 -1,591 -1,584
Retained earnings -353,803 -320,817 -345,360
Total equity -5,115 14,375 3,328
LIABILITIES
Non-current liabilities
Provisions 18,863 20,333 19,250
Financial liabilities 0 572 0
Borrowings 30,881 31,826 30,808
Non-current leasing liabilities 14,198 415 238
Total non-current liabilities 63,942 53,146 50,296
Current liabilities
Trade payables 5,372 5,824 6,819
Current tax liabilities 5,176 6,158 5,079
Other short term liabilities 14,980 11,405 9,003
Borrowings 0 1,000 0
Current leasing liabilities 11,339 302 303
Total current liabilities 36,866 24,690 21,204
Total liabilities 100,807 77,836 71,501
Total equity and liabilities 95,693 92,211 74,829

Consolidated Statement

of Cash Flows.

Amounts in USD 1 000 Q1 2019
Unaudited
Q1 2018
Unaudited
2018
Audited
Net cash flow from operating activities
Income/(loss) before income taxes -5,986 -12,054 -36,650
Adjustments for:
Withholding tax expenses 8
9
0 0
Total taxes paid 0 -144 -1,170
Depreciation and ordinary amortisation 1,864 2,122 7,595
Depreciation right-of-use assets 3,355 0 0
Multi-client amortisation and impairment 1,815 2,717 10,914
Impairment of other long term assets 0 0 2,544
Cost of share-based payment 0 2
0
-167
Change in trade receivables 2,472 7,554 6,442
Change in inventories -256 5
2
-25
Change in trade payables -1,447 -1,058 -63
Change in other working capital 4,882 -2,772 -4,124
Amortisation of interest 761 655 2,999
Net cash flow from operating activities 7,549 -2,908 -11,705
Investing activities:
Purchase of property, plant and equipment -322 -238 -1,598
Investment in multi-client library 0 -1,709 -6,193
Cash used in investing activities -322 -1,947 -7,791
Financial activities:
Financial lease payments - principal -72 -50 -332
Financial lease liabilities -2,805 0 0
Interest lease liabilities -507 0 0
Net proceeds from new loan 0 1,000 32,103
Repayment/settlement of loan and FRA 0 -296 -31,880
Net proceeds from rights issue 0 0 11,736
Net proceed new lease agrement 0 0 107
Payment of interest on bonds -687 -535 -2,299
Cash used in/provided by financial activities -4,071 119 9,435
Net change in cash 3,155 -4,736 -10,061
Cash balance beginning of period 6,487 16,548 16,548
Cash balance end of period 9,642 11,812 6,487
Net change in cash 3,155 -4,736 -10,061

Consolidated Statement of Changes in Equity.

Share capital Foreign currency
share premium translation Available-for-sale
Amounts in USD 1 000 and other paid-in reserves reserve Retained earnings Total equity
Balance as of 1 January 2018 336,764 -1,617 0 -308,761 26,386
Income/(loss) for the period 0 0 0 -12,124 -12,124
Other comprehensive income 0 2
6
0 0 2
6
Total comprehensive income 0 2
6
0 -12,124 -12,098
Cost of share-based payments 2
0
0 0 0 2
0
Balance as of 31 March 2018 (Unaudited) 336,784 -1,591 0 -320,885 14,307
Income/(loss) for the period 0 0 0 -6,194 -6,194
Other comprehensive income 0 0 0 0 0
Total comprehensive income 0 0 0 -6,194 -6,194
Cost of share-based payments 2
2
0 0 0 2
2
Proceeds from shares issued 11,736 0 0 0 11,736
Balance as of 30 June 2018 (Unaudited) 348,542 -1,591 0 -327,079 19,872
Income/(loss) for the period 0 0 0 -11,156 -11,156
Other comprehensive income 0 0 0 0 0
Total comprehensive income 0 0 0 -11,156 -11,156
Cost of share-based payments 2
1
0 0 0 2
1
Equity component of convertible loan 1,941 0 0 0 1,941
Balance as of 30 September 2018 (Unaudited) 350,504 -1,591 0 -338,235 10,675
Income/(loss) for the period 0 0 0 -7,125 -7,125
Other comprehensive income 0 7 0 0 7
Total comprehensive income 0 7 0 -7,125 -7,118
Cost of share-based payments -229 0 0 0 -229
Balance as of 31 December 2018 (Audited) 350,274 -1,584 0 -345,360 3,328
Effect from implementation of IFRS 16 0 0 0 -2,449 -2,449
Balance as of 1 January 2019 (Unaudited) 350,274 -1,584 0 -347,809 879
Income/(loss) for the period 0 0 0 -5,994 -5,994
Other comprehensive income 0 0 0 0 0
Total comprehensive income 0 0 0 -5,994 -5,994
Cost of share-based payments 0 0 0 0 0
Balance as of 31 March 2019 (Unaudited) 350,274 -1,584 0 -353,803 -5,115

Notes.

Accounting principles

These interim consolidated financial statements of the Group have been prepared in accordance with IAS 34 Interim Financial Reporting. The interim consolidated financial statements do not include all the information and disclosures required in the annual financial statements and should be read in conjunction with the Group's annual financial statements as of 31 December 2018, which is available on www.emgs.com.

IFRS 16 Leases, effective from 1 January 2019

The Group applied, for the first time in the first quarter of 2019, the new standard of accounting of leases, IFRS 16. The new standard replaced the existing IFRS leases requirements, IAS 17 Leases. IFRS 16 sets out the principles for the recognition, measurement, presentation and disclosure of leases and requires lessees to account for all leases under a single onbalance sheet model similar to accounting for finance leases under IAS 17.

The Group adopted IFRS 16 using the modified retrospectively approach, and therefore comparatives for the year ended 31 December 2018 have not been restated and the reclassifications and adjustments on implementation are recognized in the opening balance sheet 1 January 2019.

The Group leases vessels and office space and have changed the recognition of these lease contracts accordingly. These leases are recorded as assets and corresponding financial lease liability in the balance sheet. The vessel lease expenses are moved from charter hire, fuel and crew expenses to depreciation and interest expenses. The office lease expenses are moved from other operating expenses to depreciation and interest expenses.

The Group has leases of certain office equipment (i.e. personal computers, printing and photocopying machines) that are considered of low value.

At 1 January 2019, the Company recognised lease liability of USD 28.4 million and a right-of-use assets of USD 25.9 million together with a decrease in equity of USD 2.4 million.

Impact on the statement of financial position:

At 1 January 2019
Amounts in USD 1 000 Unaudited
ASSETS
Non-current assets
Right-of-use assets 25,930
LIABILITIES
Non-current liabilities
Non current leasing liabilities 16,070
Current liabilities
Current leasing liabilities 12,309
Impact on equity -2,449

Segment reporting

EMGS reports its sales revenue as one reportable segment. The sales revenues and related costs are incurred worldwide.

The amounts below show sales revenues reported by geographic region.

Q1 2019 Q1 2018 2018
Amounts in USD million Unaudited Unaudited Audited
Americas 2.1 2.6 9.1
Asia/Pacific 0.9 0.0 2.4
EAME 7.8 1.7 20.1
Total 10.8 4.3 31.6

Multi-client library

The multi-client library consists of electromagnetic data acquired through multi-client surveys, i.e. EMGS owns the data or, as the case may be, holds exclusive rights to it (e.g. in jurisdictions where geophysical data can only be owned by the government / certain regulators). The EM data can be licensed to customers on a non-exclusive basis. Directly attributable costs associated with multi-client projects such as acquisition costs, processing costs, and other direct project costs are capitalised.

Q1 2019 Q1 2018 2018
Amounts in USD million Unaudited Unaudited Audited
Opening carrying value 12.6 17.3 17.3
Additions 0.0 1.7 6.2
Amortisation charge -1.8 -2.7 -10.9
Impairment 0.0 0.0 0.0
Cash contribution from partners 0.0 0.0 0.0
Closing carrying value 10.8 16.3 12.6

Disclaimer for forward-looking statements

This quarterly report includes and is based, inter alia, on forward-looking information and statements that are subject to risks and uncertainties that could cause actual results to differ. Such forward-looking information and statements are based on current expectations, estimates and projections about global economic conditions, the economic conditions of the regions and industries that are major markets for Electromagnetic Geoservices ASA and its subsidiaries. These expectations, estimates and projections are generally identifiable by statements containing words as "expects", "believes", "estimates" or similar expressions. Important factors that could cause actual results to differ materially from those expectations include, among others, economic and market conditions in the geographic areas and industries that are or will be major markets for EMGS' businesses, oil prices, market acceptance of new products and services, changes in governmental regulations, interest rates, fluctuations in currency exchange rates and such other factors as may be discussed from time to time. Although Electromagnetic Geoservices ASA believes that its expectations and the information in this report were based upon reasonable assumptions at the time when they were made, it can give no assurance that those expectations will be achieved or that the actual results will be as set out in this report. Electromagnetic Geoservices ASA nor any other company within the EMGS Group is making any representation or warranty, expressed or implied, as to the accuracy, reliability or completeness of the information in the report, and neither Electromagnetic Geoservices ASA, any other company within the EMGS Group nor any of their directors, officers or employees will have any liability to you or any other persons resulting from your use of the information in the report. Electromagnetic Geoservices ASA undertakes no obligation to publicly update or revise any forward-looking information or statements in the report.

For further information, visit www.emgs.com, or contact:

HEGE AASEN VEISETH CFO Email: [email protected] Phone: +47 992 16 743

Definitions – Alternative Performance Measures.

EMGS' financial information is prepared in accordance with IFRS. In addition, EMGS provides alternative performance measures to enhance the understanding of EMGS' performance. The alternative performance measures presented by EMGS may be determined or calculated differently by other companies.

EBITDA

EBITDA means Earnings before interest, taxes, amortisation, depreciation and impairments. EMGS uses EBITDA because it is useful when evaluating operating profitability as it excludes amortisation, depreciation and impairments related to investments that occurred in the past. Also, the measure is useful when comparing the Company's performance to other companies.

Q1 2019 Q1 2018 2018
Amounts in USD 1 000 Unaudited Unaudited Audited
Operating profit / (loss) -4,405 -11,248 -31,668
Depreciation and ord. amortisation 5,219 2,122 7,595
Multi-client amortisation 1,815 2,717 10,914
Impairment of long term assets 0 0 2,544
EBITDA 2,629 -6,408 -10,616

Adjusted EBITDA

Adjusted EBITDA means EBITDA (see above) less multi-client investment (capitalisation) and less the cost of vessel and office lease.

Backlog

Backlog is defined as the total value of future revenue from signed customer contracts.

EMGS Headquarters Stiklestadveien 1 N-7041 Trondheim, Norway

Europe, Africa & Middle East Karenslyst Allè 4 , 4th Floor N-0278 Oslo, Norway

North & South America 16285 Park Ten Place, Suite 410 Houston, TX 77094, USA T +1 281 920 5601

Asia Pacific Unit E-15. 2-4, 15th Floor

East Wing Rohas Perkasa No. 9 Jalan P. Ramlee 50250 Kuala Lumpur T +603 21 66 0613

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