Altona Energy - ... hat wirklich sehr viel Kohle :-) - 500 Beiträge pro Seite (Seite 2)

[supernova1712]

Antwort auf Beitrag Nr.: 37.850.523 von Ikar am 25.08.09 21:53:51

gaaanz ruhig

Ist aber gar nicht so einfach, wenn dieser "Makler" in Frankfurt ständig umsatzlos Kurse von 3 Cent stellt.
Erst der Blick nach London beruhigt: aktuell 5,58p + 2,29%
Freundliche Grüße
supernova

[timezone]

Las doch Deine Aktien umbuchen damit Du sie in London verkaufen kannst, wenn Du sie in Deutschland gekauft hast. Und es sich mengenmäßig lohnt.

Mancher Broker, macht das sicherlich noch kostenfrei. Meiner leider nicht mehr.

Da kann dieses Pickelgesicht von Makler in Ffm. taxen was er will.

Ich kaufe und verkaufe an der LME.

[supernova1712]

Antwort auf Beitrag Nr.: 37.854.363 von timezone am 26.08.09 12:23:06

Denkst Du etwa, ich kaufe ANR in Deutschland?
Die habe ich bisher nur in London gekauft, die Umsätze in D sind absolut lächerlich.
Nur bei der Kursabfrage sehe ich halt zuerst den Kurs in Frankfurt!

Freundliche Grüße
supernova

P.S.: Aktuell 5,63p in London!

[Schweigi]

War es ein strohfeuer oder eine Gewinnmitnahme?
News ?

Mfg schweigi

[Schweigi]

Antwort auf Beitrag Nr.: 37.861.616 von Schweigi am 27.08.09 09:30:46

Strohfeuer!!!!!!!!!

noch immer kein News über die hohe Stückanzahl

mfg Schweigi

[Schweigi]

Altona Energy Plc / Index: AIM / Epic: ANR / Sector: Exploration & Production

27th August 2009

Altona Energy Plc ('Altona' or 'the Company')

Holdings in Company


Altona Energy Plc, the AIM listed Australian based energy company, was informed today that Invesco Limited ('Invesco'), acquired 37,000,000 ordinary shares in Altona on 24th August 2009. As a result of this acquisition Invesco are now interested in 50,945,122 ordinary shares in Altona, representing 13.75% of the total issued share capital.

[Schweigi]

Altona Energy Plc / Index: AIM / Epic: ANR / Sector: Exploration & Production

28 August 2009

Altona Energy Plc ('Altona Energy' or 'the Company')

Total Voting Rights


In accordance with the FSA's Disclosure and Transparency Rules, Altona Energy, the AIM listed Australian based energy company, would like to notify the market of the following:


*

The total number of ordinary shares of 0.1p each in the capital of the Company in issue as at the date of this notice is 370,360,906 with each share carrying the right to one vote;
*

the Company holds no shares in treasury; and
*

therefore, the total number of voting rights in the Company is 370,360,906.


The above figure may be used by shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in Altona Energy under the FSA's Disclosure and Transparency Rules.


http://www.londonstockexchange.com/exchange/prices-and-news/…

[Schweigi]

Also wenn invesco an weitere 50 Mio. Aktien interesse hat, ist das nicht schlecht.

Bin gespannt bei welchen Kurs sie die Aktien bekommen.

Mfg Schweigi

[Ikar]

Antwort auf Beitrag Nr.: 37.871.720 von Schweigi am 28.08.09 12:03:00

apropos-
interested bedeutet soviel wie die halten jetzt zusammen 50mio, nicht, dass sie an weiteren 50 mio Interesse haben. Das mag ja evtl. sogar der Fall sein, aber das sagt die Meldung nicht aus.

[XIO]

Altona Energy Plc, the AIM listed Australian based energy company, is pleased to
announce that it has become a Foundation Member of the Global Carbon Capture and
Storage Institute ('the Global CCS Institute'), a worldwide organisation
focussed on accelerating the commercial deployment of carbon capture and storage
('CCS') projects and the promotion of the global reduction of carbon dioxide
emissions. Amongst others, 23 national governments including all the G8 are
Foundation Members.

[Schweigi]

Wie kann der Kurs so nachgeben?
Oder will hier jemand billigst rein ?

Schweigi

[supernova1712]

Bervor der Thread ganz einschläft:

03 November 2009

Holdings in Company

Altona Energy Plc, the AIM listed Australian based energy company, was informed on 2 November that Invesco Limited ('Invesco'), acquired 942,000 ordinary shares in Altona. As a result of this acquisition Invesco are now interested in 51,887,122 ordinary shares in Altona, representing 14.00% of the total issued share capital.
+++

Freundliche Grüße
supernova

[Pirat_Micha]

lesezeichen !

[henka23]

Hallo an alle Investierten, habe vor langer Zeit einige Stücke in Frankfurt gekauft. Hier zeigte sich der Kurs allerdings als völlig wirr.
Wer hat einen Tip wie ich online in london handeln kann
Besten dank

[XIO]

Antwort auf Beitrag Nr.: 38.362.893 von henka23 am 11.11.09 09:37:15

das geht eigentlich nicht
in d-land gekaufte aktien wirst du auch nur in d-land wieder verkaufen können, wenn du bei einem deutschen broker bist.

theoretisch ist es möglich, die shares auch auf einen anderen Transaktionsbereich umzubuchen...aber das kostet und ist für Kleinanleger eine unübliche Verfahrensweise

deswegen kauft man lieber an der Heimatbörse... auch wenn es evtl mehr Gebühren kostet

[henka23]

Antwort auf Beitrag Nr.: 38.365.834 von XIO am 11.11.09 15:16:28

Hallo Xio,

das hatte ich mir gedacht. Meine Frage ging eher in die Richtung wenn ich mir neue Aktien von Altona hinlegen möchte.

[XIO]

Antwort auf Beitrag Nr.: 38.365.976 von henka23 am 11.11.09 15:31:06

dann kauf in London
z.B. bei consors geht das

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 38.365.834 von XIO am 11.11.09 15:16:28

Guten Abend.

Ein Lagerstellenübertag ist ohne weiteres möglich. Habe dafür 35,00 Euro bezahlt bei meiner Sparkasse in Ösiland.(Verhandlungssache aus meiner Sicht)
Aber es rentiert sich auf jeden Fall. Vorallem bei der derzeitigen Kursstellung.

Für Neuinvestments natürlich nur London.....

Ich wünsche viel Erfolg und hoffentliche bald gute News.

[Rohstoffinvestor]

Korrektur:
ein "r" vergessen. Sollte natürlich Lagerstellen-Übertrag heißen - nicht Übertag.

[XIO]

Antwort auf Beitrag Nr.: 38.368.057 von Rohstoffinvestor am 11.11.09 18:31:16

oha, daß es nur 35€ kostet, hab ich auch nicht gewusst.. es kommt evtl auch auf den Broker an

Danke für die Info!!!

[Cricri]

Bin gerade dabei zu Lynx Broker zu wechseln,werde dann meine Depots bei Consors und SBroker dorthin übertragen,allein schon wegen der Abgeltungssteuer in D.

Günstige Gebühren und alle Börsen, vorallem London und Canada wegen der Rohstoffwerte-da in D kaum Umsätze.

[timezone]

Guten Morgen


Vor noch nicht allzulanger Zeit, hatte eine Lagerstellenumbuchung bei Consors überhaupt nichts gekostet. Da wurde nur kurz darauf hingewiesen und dann konnte man an einer anderen Börse verkaufen.

Das wars. Heute kostet es 35 Euro. Was machen die da, die machen einen Haken aus einen Kästchen in ein anderes und das wars.


Ist jemanden schon aufgefallen, das seit über zwei Wochen täglich 250k und 500k Pakete in London zu Preisen von 4,15 und 4,20 Pence verkauft werden. Also es gibt einen großen Käufer bei 4,20.

[supernova1712]

18 November 2009

Altona Energy Plc ('Altona' or 'the Company')

Binding Agreement signs with CNOOC-NEI for the Joint Venture Terms to develop the Arckaringa Project

Altona Energy Plc, the AIM listed Australian based energy company, through its wholly owned Australian subsidiary Arckaringa Energy Pty Ltd ('Arckaringa Energy'), has signed a binding agreement with CNOOC New Energy Investment Ltd ('CNOOC-NEI') that agrees the terms of the Unincorporated Evaluation Joint Venture Agreement ('the UEJV' or 'the Agreement'). Through the UEJV, the parties will evaluate the maximum development and commercial potential of the Company's estimated 7.8 billion tonne coal resource (based on non-JORC standards) in South Australia ('the Arckaringa Project') and will carry out detailed studies covering resource extraction and optimisation, project development options and chemicals and other coal conversion studies. CNOOC-NEI, a subsidiary of China National Offshore Oil Corporation, one of the three largest state owned oil companies in the Peoples Republic of China, specialises in and is dedicated to developing alternative energy sources, renewable energy, energy-efficient products and innovative technologies. The UEJV will be executed by an Australian subsidiary of CNOOC-NEI, upon its incorporation.

Overview

Terms of the UEJV finalised and agreed with CNOOC-NEI to evaluate the Company's estimated 7.8 billion tonne coal resource (based on non-JORC standards) in South Australia

Under the terms of the UEJV, a subsidiary of CNOOC-NEI will fund the bankable feasibility study ('BFS') for the Arckaringa Project and will act as the operator, not only to carry out the staged evaluation work under the BFS, but also to take responsibility for assessing the full potential of the coal resource and bringing projects to development, in return for a 51% interest in Arckaringa Energy's exploration licences

CNOOC-NEI's expertise, resources, and stature will be instrumental in moving the Arckaringa Project forward. CNOOC-NEI's role as the operator in the study, management and operation of the Arckaringa Project, in particular, will accelerate its commercialisation

Strategic partnership has been established between CNOOC-NEI and Altona by signing the UEJV

Under the terms of the Agreement, the subsidiary of CNOOC-NEI ('CNOOC-NEI-Sub) will fund a BFS for a coal mine and an integrated value-added project. The BFS will determine the optimum way to maximise the value in the Company's coal energy bank, of which 1.287 billion tonnes at the Wintinna Deposit has been brought up to current JORC standards. It is noted that in late 2008 the Company completed a tender process for the role of Study Engineer to complete a BFS for the 'Base Case' Arckaringa Project of an integrated mine at Wintinna and 10 million barrel per year Coal to Liquids ('CTL') plant with a 560 MW co-generation power facility. CNOOC-NEI-Sub will complete the BFS in accordance with the UEJV and will, in step with international and local market demand and the need to adapt to climate change, proceed selectively and progressively with coal development, CTL and/or Synthetic Natural Gas ('Syngas' or 'SNG'), power co-generation and a range of other clean energy projects. The scope of the BFS under the UEJV may redefine the 'Base Case'.

In the event that CNOOC-NEI-Sub and Altona decide to proceed with the commercial development of any project, the parties will negotiate and enter into a development agreement for each project, under which CNOOC-NEI-Sub's interest would increase from 51% to 70%. CNOOC-NEI-Sub and Altona will work together to obtain funding for the development of any project. In the event that CNOOC-NEI-Sub wish to proceed to the development phase of a project prior to the finalisation of the BFS, CNOOC-NEI-Sub will procure the provision of debt funding for both parties to develop the project.

Altona Chairman Chris Lambert said, "The UEJV is a major milestone for Altona as it secures the funding of the BFS and the pathway for the development and financing of what we believe to be one of the world's largest undeveloped energy banks. We are delighted to have secured a partner of CNOOC-NEI's major stature and it has been a pleasure to work with its technical and commercial teams over the past year, to advance our joint understanding in unlocking the vast potential and value of the Arckaringa Project. Its valuable expertise, managerial skills and resources will be instrumental in bringing a CTL project to fruition, and also in adding further value through the development of ancillary products derived from the large scale production of Syngas and the potential for developing additional projects utilising the Syngas. With financing for the BFS and professional management from CNOOC-NEI, the Board believes the potential for a re-rating in the value of the Company is highly evident.

"We have always understood that this project may play a significant role in solving the energy requirements of South Australia and as a result we will be working closely with our colleagues at CNOOC-NEI to assist in the application to the Australian Foreign Investment Review Board. Our goal is to ensure that CNOOC-NEI's investment and professional management will benefit all stakeholders and assist in crystallising the value of the Arckaringa Project."

Further Details of the Agreement

Arckaringa Energy holds 100% of three exploration licences (EL3360, EL3361 and EL3362) in the Arckaringa Basin region of South Australia and has undertaken extensive pre-feasibility studies into the commercialisation of the coal deposits contained within those licences. Under the terms of the Agreement, the two parties will establish an unincorporated joint venture in order to undertake certain joint works in respect of the exploration licences held by Arckaringa Energy ('Arckaringa Licences'), which will be carried out in two stages:

Stage 1: complete a BFS in relation to a project to develop a mine to extract coal from the Arckaringa Leases ('Mining Development Project') and a further pre-feasibility study in relation to at least one other value added project, such as a CTL, SNG and integrated power generation project ('Nominated Project').

Stage 2: complete a BFS in respect of the Nominated Project(s) identified in Stage 1 to enable both parties to secure debt funding for the costs of the Nominated Project(s).

Interests in the UEJV

In consideration of CNOOC-NEI-Sub undertaking, subject to mutually agreed budgets and certain other limitations in the Agreement, to meet the full costs of the Stage 1 and 2 works (as described above), Arckaringa Energy will transfer to CNOOC-NEI-Sub a 51% beneficial interest in the Arckaringa Licences. Further detail on this funding commitment is outlined below.

If the parties decide to adopt and implement the Mining Development Project or a Nominated Project, they will then negotiate and enter into a development agreement in relation to each project (a 'Development Agreement'), under which CNOOC-NEI-Sub's interest in the relevant project can increase to 70%.

Management of the UEJV

The UEJV will be governed by a management committee ('Management Committee') which will be constituted by four representatives of CNOOC-NEI-Sub and three representatives of Altona.

While general business decisions may be determined by a majority of the Management Committee, certain key decisions must be taken unanimously by the Management Committee, including: any expenditure or contract in excess of AUD5m, and entry into material related party contracts.

The Operating Team of the CNOOC-NEI-Sub will be in charge of the overall process of the Arckaringa Project, including the BFS and future construction work, production management and product sales.

Funding Commitment by CNOOC-NEI-Sub

If, following completion of the Stage 1 and 2 works, the parties enter into a Development Agreement in relation to a Nominated Project, any CNOOC-NEI-Sub expenditure in respect of the Stage 2 budget that is relevant to that Nominated Project will be credited as a contribution to CNOOC-NEI-Sub's share of the costs of that Nominated Project.

The funding obligations of CNOOC-NEI-Sub will cease on the earlier of:

completion of both the Stage 1 and Stage 2 Works;

in respect of the Stage 1 Work, when the funds expended by CNOOC-NEI-Sub exceed the total of the funds agreed in the Stage 1 budget;

in respect of the Stage 2 Work, when the funds expended by CNOOC-NEI-Sub exceed the total of the funds agreed in the Stage 2 budget;

if during the Stage 2 Period and prior to completion of the BFS, CNOOC-NEI-Sub procures the funding from third parties (in the form of debt or otherwise) to enable both parties to complete the development of a Nominated Project and the relevant financing documents have become unconditional; or
if the Joint Venture terminates upon a withdrawal of CNOOC-NEI-Sub.

Conditions and Regulatory Consents

The Agreement is conditional upon the receipt by the parties of the relevant third party consents, including from the Chinese government and the Australian Foreign Investment Review Board. These consents are to be obtained within 180 days of signing the Agreement; however this may be extended by mutual agreement of the parties.

Termination of UEJV

The Agreement is capable of termination by written agreement of the parties or if either party fails to pay an amount owing under the Agreement, commits a material breach or is in default or becomes insolvent.

CNOOC-NEI-Sub also has the right to withdraw during Stage 1 or Stage 2 on 30 days notice. Following termination CNOOC-NEI-Sub will have no further obligation to provide funds, except in respect of liabilities and obligations that have already arisen or been incurred and which cannot be avoided and are directly attributable to the termination.

If termination occurs during Stage 1 and CNOOC-NEI-Sub has committed less than 30% of the budgeted expenditure, CNOOC-NEI-Sub must at its own cost transfer back to Arckaringa Energy, free of all consideration, its 51% interest in the UEJV.

If termination occurs after CNOOC-NEI-Sub has committed all of the Stage 1 budgeted expenditure, CNOOC-NEI-Sub will be entitled to retain its 51% interest in the Joint Venture Property. If termination occurs after CNOOC-NEI-Sub has committed between 30% and 100% of the Stage 1 budgeted expenditure, CNOOC-NEI-Sub will be entitled to a pro-rata interest in the Joint Venture Property.

If termination occurs during Stage 2 then both parties must use reasonable endeavours to find a mutually acceptable replacement for CNOOC-NEI-Sub. If no replacement can be agreed, Arckaringa Energy may opt to purchase CNOOC-NEI-Sub's interest at a fair market value determined in accordance with the Agreement.

For further information visit www.altonaenergy.com or please contact:

Christopher Lambert
Altona Chairman
Tel: [phone]

Christopher Schrape
Altona Managing Director
Tel: [phone]

Samantha Harrison
Ambrian Partners Limited
Tel: [phone]

Alexandra Carse
Ambrian Partners Limited
Tel: [phone]

Paul Youens
St Brides Media & Finance Ltd
Tel: [phone]

Hugo de Salis
St Brides Media & Finance Ltd
Tel: [phone]

About Altona

Altona Energy Plc is an Australian based energy company that was admitted to trading on AIM in March 2005. Its primary focus to date has been the completion of a bankable feasibility study for its wholly owned Arckaringa Project for an integrated 10 million barrel per year coal to liquid ('CTL') plant with a 560 MW co-generation power facility.

The Company holds, through its wholly owned subsidiary Arckaringa Energy Pty Ltd, a 100% interest in three exploration licences covering 2,500 sq. kms in the northern portion of the Permian Arckaringa Basin in South Australia. These include three coal deposits, Westfield (EL3360), Wintinna (EL3361) and Murloocoppie (EL3362). All three lie close to the Adelaide to Darwin railway and the Stuart Highway. Containing more than 7.8 billion tonnes of coal (based on non-JORC standards), these coal deposits are effectively one of the world's largest undeveloped energy banks, capable of conversion into clean liquid fuels, low cost power and high value industrial feedstocks.

This information is provided by RNS
The company news service from the London Stock Exchange

http://www.investegate.co.uk/Article.aspx?id=200911180700036…

+++

UPDATE 1-Altona signs JV with China's CNOOC; shares up

* JV to develop Arckaringa project in South Australia

* To evaluate 7.8 bln tonne coal resource

* Shares rise as much as 42 pct

Nov 18 (Reuters) - Energy firm Altona Energy Plc (ALRE.L) said it signed a joint venture deal with a unit of state-owned China National Offshore Oil Corp to develop its project at Arckaringa in South Australia, sending its shares up as much as 42 percent.

The Australia-based Altona said the joint venture with China National Offshore Oil Corporation New Energy Investment (CNOOC-NEI) would help evaluate the development and commercial potential of the 7.8 billion tonne coal resource.

Under the terms, a unit of CNOOC-NEI will fund a bankable feasibility study for a coal mine and will also act as an operator to carry out the evaluation work in return for a 51 percent stake in Altona's Australian unit's exploration licences.

Altona's shares rose 1.35 pence to 5.75 pence by 0909 GMT on the London Stock Exchange. (Reporting by Purwa Naveen Raman in Bangalore; Editing by Aradhana Aravindan)

http://www.reuters.com/article/rbssEnergyNews/idUSBNG4520712…



Warum schreibt hier keiner?
Habt Ihr alle schon den Schampus offen?


Freundliche Grüße
supernova

[MONSIEURCB]

Habt Ihr alle schon den Schampus offen?

Nööö - nach DIESEN news schon längst auf EX geleert!

[hobiewaters]

Abwarten kann sich lohnen, wie bei einem endlen Tropfen, den man im Kelle vergisst, war Altona auch eher eine Depot-Leiche bei mir.

Obwohl +25% ja noch eine verhaltene Reaktion sind...

Da muss doch eine Neubewertung anstehen...

Sieht gut aus, mir fehlen noch 20% dann bin ich im Gewinn..

hobiewaters

[XIO]

wonderbar

[Starwars1969]

Hallo zusammen,

bin eher zufällig auf die Firma gestossen.

Kann mir jemand bitte mitteilen wie viel Cash die Aktuell habe sowie die Anzahl der Aktien?

Gruß,

Starwars

[supernova1712]

Antwort auf Beitrag Nr.: 38.410.942 von Starwars1969 am 18.11.09 15:18:59

Letzter Geschäftsbericht von der HP:

http://www.altonaenergy.com/AnnualReport2008.pdf

358 Mio Aktien
Cash 2,8 Min GBP

Freundliche Grüße
supernova

[Popeye82]

Final Results - Nov 23, 2009

Overview:

+ Transformational period following agreement of the joint venture terms with CNOOC-NEI to evaluate the Company's estimated 7.8 billion tonne coal resource (non-JORC standard) in South Australia, one of the world's largest untapped energy banks, of which 1.287 billion tonnes at the Wintinna Deposit has been brought up to current JORC standards

+ Strategic partnership established with CNOOC-NEI, a subsidiary of China National Offshore Oil Corporation, one of the three largest state owned oil companies in the Peoples Republic of China, whose expertise, resources and stature will be instrumental in moving the Arckaringa Project forward and accelerating its commercialisation

+ CNOOC-NEI to fund and manage the BFS, with responsibility for assessing the full potential of the coal resource and bringing projects to development, in return for a 51% interest in Arckaringa Energy's exploration licences

+ Parties to evaluate proceeding progressively with coal development, Coal-to-Liquids and/or Synthetic Natural Gas, power co-generation and a range of other potential clean energy projects that will benefit South Australia

+ Tender process completed with leading international engineering companies for the role of Study Engineer to complete a BFS for the 'Base Case' Arckaringa Project, with the outcome of this process to be released in due course

+ Key technical studies for BFS commenced

+ Actively working with the South Australian Government and the Department of Primary Industry and Resources of South Australia to advance the Arckaringa Project

+ Became a Foundation Member of the Global Carbon Capture and Storage Institute

+ Welcomed new major strategic institutional investor in Invesco Perpetual, who now hold a 15% interest
www.londonstockexchange.com/exchange/prices-and-news/news/ma…

[supernova1712]

Antwort auf Beitrag Nr.: 38.437.411 von Popeye82 am 23.11.09 14:04:57

Du schon wieder, Popeye?

Gerade noch bei Freewest, jetzt schon bei Altona.
Hast Du wenigstend von ANR ein paar Stück?


Zum nachstehenden Artikel: Nicht nur die Titelzeile lesen!

Altona Energy losses rise

Posted 23 November 2009 @ 08:50 am BST

Altona Energy posts full year losses of £1.1m - up from £766,000 last time.

The pre-tax loss increases to £1.27m compared with £766,000 a year ago.

The firm said the year to the end of June had been transformational period following agreement of the joint venture terms with CNOOC-NEI to evaluate the company's estimated 7.8 billion tonne coal resource (non-JORC standard) in South Australia.

It said this was one of the world's largest untapped energy banks, of which 1.287 billion tonnes at the Wintinna Deposit had been brought up to current JORC standards.

Strategic partnership established with CNOOC-NEI, a subsidiary of China National Offshore Oil Corporation, one of the three largest state owned oil companies in China, whose expertise, resources and stature will be instrumental in moving the Arckaringa Project forward and accelerating its commercialisation.

Chairman Chris Lambert said: "We now have a clear path through to bankable feasibility and then the potential resultant multiple projects.

"We will be working with our strategic partner, CNOOC-NEI, on evaluating the optimal development of our 7.8 billion tonne coal resource, which may play a significant role in solving the energy requirements of South Australia.

"We look forward to working closely with all parties, including government and CNOOC-NEI, to maximise the Arckaringa Project's exciting and vast potential.

"With this in mind, we expect a positive re-rating in the value of your company as more investors come to better understand this potential and our strategic partnership with a company of the stature and immense resources of CNOOC-NEI."

Story provided by Business Financial Newswire

Read the full article of:
http://www.ibtimes.co.uk/articles/20091123/altona-energy-los…


Freundliche Grüße
supernova

[supernova1712]

Antwort auf Beitrag Nr.: 38.438.236 von supernova1712 am 23.11.09 15:42:06

wenigstens
Ich dachte meine Legasthenie sei geheilt.

[supernova1712]

Noch einer. Steht zwar nichts neues drin, aber die Weltpresse macht vielleicht den einen oder anderen auf unsere Perle aufmerksam.

+
China backs Altona project
Sarah-Jane Tasker From: The Australian November 20, 2009 9:45AM

ALTONA Energy has secured a Chinese partner to help it develop a $3 billion coal project in South Australia.

The London-listed company said yesterday that its Australian subsidiary, Arckaringa Energy, had signed a deal with CNOOC New Energy Investment to develop the estimated 7.8 billion tonne coal resource.

CNOOC-NEI, a subsidiary of China National Offshore Oil Corporation -- one of the three largest state-owned oil companies in China -- will receive a 51 per cent interest in Arckaringa Energy's exploration licences.

Altona said China's interest would speed up development.

Managing director Chris Schrape said the deal was a major milestone for a small company with a "grand vision".

CNOOC-NEI will establish an Australian subsidiary to fund and research a bankable feasibility study for a coalmine and an integrated value-added project, which is expected to be a coal to liquids plant and power facility.
+

Klingt doch schön, oder? major milestone

Freundliche Grüße
supernova

[Popeye82]

Antwort auf Beitrag Nr.: 38.438.236 von supernova1712 am 23.11.09 15:42:06

Nee, auch nicht(anfänglich eine kurze Zeit). Das hindert einen ja nicht daran verschiedene Unternehmen/Projekte zu verfolgen, um mal zu schauen, ob sich eventl. mal ein guter Augenblick ergibt(worauf meine Ausrichtung inzwischen ganz wesentlich basiert).


Möchte mir aber eigentlich noch ein weiteres CTL Unternehmen ins Depot legen &versuche mir gerade aus verschiedenen Kandidaten einen vielversprechenden auszufiltern, wird aber wohl noch etwas dauern.

Gruß,
Popeye

[supernova1712]

Antwort auf Beitrag Nr.: 38.439.227 von Popeye82 am 23.11.09 17:11:23

ein weiteres CTL Unternehmen

Wenn Du eines entdeckt hast, dann sach Bescheid.

Schönen Abend noch
supernova

[XIO]

Antwort auf Beitrag Nr.: 38.439.227 von Popeye82 am 23.11.09 17:11:23

Für deine Suche:

http://www.dyor.de/ctl-gtl.html

ich würde auch gerne erweitern...

[Looe]

Antwort auf Beitrag Nr.: 38.440.545 von XIO am 23.11.09 19:38:27

ich würde auch gerne erweitern


Ich auch.

Gruß Looe

[Popeye82]

Antwort auf Beitrag Nr.: 38.441.792 von Looe am 23.11.09 22:56:17

Hallo,

Zum Thema CTL hab ich mir seit längerem immer mal Unternehmen vermerkt, das ist die Aufstellung –eine reine Auflistung von potentiellen Kandidaten(Auswahl schaffen, vergleichen, einkreisen etc. ...&irgendwann zuschlagen, so in der Art). Vor allem inklusive CBM dürften sich die Kandidaten wahrs. weitaus erhöhen, bei einigen ist es auch nur eine von mehreren Optionen:

- Central Petroleum
- Carbon Energy
- Metgasco
- Linc Energy
- Liberty Resources
- Blackham Resources
- Syngas
- Strike Oil
- Icon Energy
- Liqufied Natural Gas
- Molopo Energy
- Gulf Resources
- CBM Asia Development
- Victoria Petroleum
- East Coast Minerals
- Cougar Energy
- Metro Coal, Pre IPO
- Blue Energy
- Comet Ridge
- L &M Petroleum
- Exoma Energy
- Rey Resources
- Spitfire Oil
- European Gas
- Ignite Energy Resources, Pre IPO
- Coalworks
- Orion Petroleum
- Red Sky Energy
- Wildhorse Energy
- Clean Global Energy
- NuCoal Energy, Pre IPO

Neben CTP, von Denen ich für meine Verhälnisse ´ne dicke Position hab, scheinen mir auf jeden Fall noch Spitfire Oil, Linc Energy, Ignite Energy Resources &Blackham Resources interessant, IMO insgesamt recht kompliziertes Thema(v.a. Technologie(entwicklung) &rechtliche/Umwelt Ramenbedingungen).


Hier ist noch ein würd´ ich sagen ganz guter Bericht zu UCG:
www.lincenergy.com.au/pdf/ucgreport-01.pdf

Gruß,
Popeye

[XIO]

Antwort auf Beitrag Nr.: 38.442.101 von Popeye82 am 24.11.09 02:47:45

Super Liste.. die muss ich mir einfach mal kopieren

thx

[supernova1712]

November 23, 2009
Little Altona Energy Now Has A JV With China’s 3rd Biggest Oil Company On A Huge Coal Resource In South Australia
By Charles Wyatt

A jump of 30 per cent in the share price greeted the news that AIM listed Altona Energy has at last signed up to a joint venture with CNOOC New Energy Investment on its Arckaringa coal project in South Australia. The reaction in the shares is not surprising as Arckaringa is a huge coal project in South Australia with a resource estimincluding gas and synthetic fuelsated at around 7.8 million tonnes yet Altona is still capitalised at less than £ 20 million. It therefore needed a big partner with the reputation, expertise and funding to get some real impetus behind what chairman Chris Lambert believes is one of the world’s biggest undeveloped energy banks. It has certainly found just such a partner in CNOOC as it is one of the three largest state owned oil companies in the Peoples Republic of China. More than that, it has proven expertise in Coal- to- Liquid technology which converts coal into more environmentally clean and manageable energy sources .The process involves two major stages, gasification to produce synthetic gas rich in hydrogen and carbon, and a liquefication stage where the synthetic gas is reacted over a catalyst to produce high quality, ultraclean synthetic fuels and chemical feedstocks. CNOOC-NEI already has plenty of experience in synthetic gas so there is no great learning curve to climb. In fact C-to-L is a prime example of clean coal technology - the associated combined cycle units produce negligible sulphur oxides,...

+++
Man liest es einfach immer wieder gerne:
"Little Altona!" - süüüüüß!

Freundliche Grüße
supernova

[listening]

Frankfurt + 97 %
Den bringen sie sicher bald weg...

[Looe]

Antwort auf Beitrag Nr.: 38.471.711 von listening am 27.11.09 19:39:13

Den bringen sie sicher bald weg...


Meinst Du den Makler ? Ist der besoffen ?
Schaue eben in mein Depot und sehe + 97,9 %.

[listening]

Antwort auf Beitrag Nr.: 38.472.393 von Looe am 27.11.09 21:36:27

Keine Ahnung was der für ein Zeug nimmt,
aber er hat das schon öfter konsumiert...
oder ist die Hyperinflation schon da?

[timezone]

Antwort auf Beitrag Nr.: 38.473.308 von listening am 28.11.09 11:36:37

Der schwankt von einen Extrem ins andere

Ich möchte nicht wissen, wie viele von den Typen da in Frankfurt rumrennen, die abends nicht mehr wissen was sie den Tag über gemacht haben.

[Looe]

Antwort auf Beitrag Nr.: 38.473.308 von listening am 28.11.09 11:36:37

aber er hat das schon öfter konsumiert...

Möchte mir den Stoff auch mal reinziehen, muß ja rattenscharf sein. Da sieht das Depot doch schon gleich ganz anders aus.

[Looe]

Antwort auf Beitrag Nr.: 38.474.230 von timezone am 28.11.09 20:04:37

Der schwankt von einen Extrem ins andere

Er scheint wieder nüchtern zu sein.

[Ikar]

Euroclear Nominees 11,689,800 3.2%
Securities Services 13,000,000 3.5%
Forest Nominees 10,733,789 2.9%
Invesco Perpetual 60,807,892 16.4%
Pershing Nominees 20,437,259 5.5%
Teawood Nominees 14,400,000 3.9%
T Hoare Nominees 15,131,153 4.1%
Homeland Energy 2,750,000 0.7%
Rebecca Holland-Kennedy 8,856,347 2.4%
Norman Kennedy 8,856,346 2.4%
RC Greig Nominees 8,502,520 2.3%
Tongjiang 76,500,000 20.6%
Perivest 7,600,000 2.1%
Morgan Stanley 7,257,113 2.0%
Christopher Lambert 6,000,000 1.6%
Anthony Samaha 1,500,000 0.4%
CIM 14,900,000 4.0%
Chris Schrape 500,000 0.1%
Mr JF Scott 18,700,000
Others 62,000,000 16.7%
Total 370,122,219 99.9

Total number of shares in issue 370,468,894

keine Garantie, grad in anderem Forum gefunden, scheint zu passen

[MONSIEURCB]

Zu diesem Thema:

Altona Energy Plc / Index: AIM / Epic: ANR / Sector: Exploration & Production

3rd August 2009

Altona Energy Plc ('Altona Energy' or 'the Company')

Placement to Invesco Perpetual


Altona Energy Plc, the AIM listed Australian based energy company, is pleased to announce it has completed a conditional placing with leading institutional investor, Invesco Perpetual (‘Invesco’), for 12,195,122 ordinary shares (‘the Placing Shares’) at 4.10 pence per share to raise £500,000 before costs (‘the Placing’), to provide additional working capital for the Company.


Following the Placing, Invesco will have an interest in 12,195,122 ordinary shares of the Company, representing 3.29 % of Altona's issued share capital.


The Placing is conditional on the admission of the Placing Shares to trading on AIM. Application will be made to the London Stock Exchange for the Placing Shares to be admitted to trading on AIM and it is expected this admission will become effective and that trading in the new ordinary shares will commence on 7 August 2009.

The total number of ordinary shares in issue following the Placing will be 370,360,906.

Altona Chairman Chris Lambert said, "We are delighted to welcome an institutional investor of the stature of Invesco as a new significant shareholder, and to have completed this share placement to raise additional working capital at a premium to the current share price."

[Ikar]

Antwort auf Beitrag Nr.: 38.481.344 von MONSIEURCB am 30.11.09 19:04:26

bissel her ,oder?
danach haben Invesco schon zwei mal nachgelegt.
hab ich was übersehen?

[MONSIEURCB]

Njet - sorry, mea culpa ...

[Ikar]

Antwort auf Beitrag Nr.: 38.481.493 von MONSIEURCB am 30.11.09 19:23:11

auf jeden Fall ist die Tendenz erkennbar, es wird enger

[Popeye82]

Antwort auf Beitrag Nr.: 38.442.101 von Popeye82 am 24.11.09 02:47:45

Lodestone Energy, Apollo Gas(führen gerade ein IPO durch)&Epsilon Energy wären noch weitere potentielle Kandidaten.

Gruß,
Popeye

[supernova1712]

http://www.independent.co.uk/news/business/sharewatch/small-…...


Invesco buys into tiddler with coal mine bonanza

Another Aim-listed group from Australia had reason to raise a toast last week. Altona Energy, a real Aim market tiddler, which has three exploration licences, said the giant fund management group Invesco has increased its holding, taking its overall stake in the group to 17.19 per cent.

The punters clearly see something in Altona which, to the untrained eye, looks very much like a plethora of Aim-listed energy companies that struggle to produce very much at all. Altona says that its, "primary focus to date has been the completion of a bankable feasibility study for its wholly owned 'Arckaringa' Project for an integrated 10m barrel per year coal-to-liquid plant with a 560 MW co-generation power facility." The group's three sites are all lie close to the Adelaide-to-Darwin railway line, making transportation of the coal that much easier when Altona eventually gets it out of the ground.

"Containing more than 7.5 billion tonnes of coal, these deposits are effectively one of the world's largest undeveloped energy banks, capable of conversion into clean liquid fuels, low cost power and high value industrial feedstocks," the company said last week.

Invesco is buying into what has been a winning stock. Altona's shares have put on more than 16 per cent in the past month, the market encouraged by Invesco's. The jump is part of an outstanding 471 per cent increase in the past 12 months.
+++

http://www.fz-juelich.de/ief/ief-ste/datapool/pdferg/STE-Res…

STE Research Report 01/2009
Kohleverflüssigung
Thomas Frederik Linke
Institut für Energieforschung Systemforschung und Technologische Entwicklung (IEF-STE)

...
IV.1.2 Arckaringa Projekt
Das Arckaringa Projekt befindet sich auf der Stufe der Bewertungsphase und soll Kohleverflüssigung und Stromerzeugung verbinden. Der Standort in Südaustralien hält 7,8 Mrd. t unterbituminöse Kohle bereit und bietet sich auch durch seine geografische Lage und Anbindung für den Export an. In einer ersten Ausbaustufe sollen 15000 bpd an flüssigen Produkten und 280 MW elektrische Leistung installiert werden.
Mit dem zweiten und dritten Modul sollen sich diese eistungszahlen verdoppeln bzw. verdreifachen. Mit Abschluss der endgültigen Bewertungsphase wird Mitte 2010 gerechnet, so dass bei positiver Bewertung anschließend mit dem Bau der ersten Stufe, der sich über etwa vier Jahre streckt, begonnen werden soll. Die Versorgung mit Prozesswasser kann über die hohe Feuchtigkeit der Kohle erfolgen, so dass sogar ein Überschuss an sauberem Wasser anfallen soll. Die bisherige Planung sieht für die Vergasungstechnik ConocoPhilips und für die Fischer-Tropsch-Synthese Rentech als Hersteller vor (Schrape, 2008).

Freundliche Grüße
supernova

[timezone]

[Ikar]

neue Präsentation vom 18 Dezember

http://www.altonaenergy.com/PDF/Altona%20AGM%20Presentation%…

[hobiewaters]

Antwort auf Beitrag Nr.: 38.607.729 von Ikar am 21.12.09 11:14:03

So, der Fahrplan zur BFS steht jetzt:

> bis März/ Mai 2010: FIRB-Genehmigung und Start an der BFS
Dann ist endlich für stetigen News-flows gesorgt im nächsten Jahr, mit signifikantem Projektfortschritt im Sinne einer Produktionsentscheidung ist dann wohl in 2011 zu rechnen.

Sobald die FIRB-Genehmigung vorliegt und mit der BFS angefangen wird,
ist aber mit deutlich mehr Aufmerksamkeit zu rechnen in den Medien
(und hoffentlich auch bei W )

Entwickelt sich sehr gut Altona, das kann was Großes werden, ich bleibe dabei!

Grüße
-hobie

[zuzi]

Antwort auf Beitrag Nr.: 38.607.894 von hobiewaters am 21.12.09 11:36:39

bitte,bitte,bitte,bitte,halte uns die Wichtigtuer fern danke.frohes Fest!

[hobiewaters]

Antwort auf Beitrag Nr.: 38.607.941 von zuzi am 21.12.09 11:42:43

bitte,bitte,bitte,bitte,halte uns die Wichtigtuer fern danke.frohes Fest!

hmm?
Na gut, keine Angst ich stelle keinen Hinweis oder Link in den CDU-Thread ein.

Auch frohes Fest!

[Ikar]

Antwort auf Beitrag Nr.: 38.607.941 von zuzi am 21.12.09 11:42:43

Entschuldigung
soll nicht mehr vorkommen

[timezone]

Antwort auf Beitrag Nr.: 38.607.941 von zuzi am 21.12.09 11:42:43

Für was brauchen wir dann diesen Thread Du Schlaumeier, Altona wird mit oder ohne Gerede hier steigen oder fallen.

Solche Typen wie Dich gibt es hier bei WO wie Sand am Meer, aller fünf Monate mal einen Spruch ablassen.

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 38.607.894 von hobiewaters am 21.12.09 11:36:39

Ja - die Präsentation ist wirklich interessant.
Hier braucht man einfach Geduld. Heute 4 Mio Umsatz in London.
Ich glaube 2010 bringt die Aktie Richtung 10 pence...

[Looe]

Antwort auf Beitrag Nr.: 38.611.846 von Rohstoffinvestor am 21.12.09 19:21:09

Ich glaube 2010 bringt die Aktie Richtung 10 pence...

Das hoffe ich doch auch stark, und nicht nur an einem Freitag, weil der Makler "zu" ist.

[XIO]

[XIO]

Antwort auf Beitrag Nr.: 38.657.425 von XIO am 03.01.10 20:12:52

PS.. nur mal so, wen es interessiert

[uullii]

Allen hier ein erfolgreiches 2010,

Danke für die Karte Xio;

war schon vor knapp zwei Jahren bei ALTONA;

hoffentlich können die Investoren Carbon Capture umsetzen;


behaltet den chart im Auge, kann bald zappelig werden
bei der Fahrt die sie aufnimmt,

stay cool

UHU

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 38.631.948 von Looe am 25.12.09 23:54:28

Sobald die Umsätze steigen wird auch der Spread enger.
Heute schon wieder guter Umsatz - wird sind Richtung 10p...

[XIO]

Altona heute:

[XIO]

Antwort auf Beitrag Nr.: 38.668.486 von uullii am 05.01.10 15:54:55

he uullii.. sag mal, Dich gibts auch noch

[uullii]

Antwort auf Beitrag Nr.: 38.670.681 von XIO am 05.01.10 19:37:27

moin, moin, (bin gefühlter Hamburger)

Guten Morgen, XIO,

ja, mich gibts noch.

Reite aber, nachdem ich mich bei CARDERO ein bißchen verspekuliert habe, immer noch gern wilde Mähren (Wertpapiere).

Tja, MOTO GOLDMINES, war ne einträgliche Zeit, hab da gerne ein paar Zeilen geschrieben (legendär war meine Fehleinschätzung des Zukunftswertes von MOTO in meiner excel-sheet).

Der Carderozug (CDU,ITH,TV) bei dem ich noch aufspringen konnte, hat Demut und Gelassenheit erzeugt.

Neige jetzt wieder zu europäischen Dividendenwerten.

Ob man als TRADER aber ein glücklicherer Mensch wird, darf bezweifelt werden.



Ich wünsche dir und deinen Leuten das Beste in 2010.


stay cool

UHU

[recession]

Interesant, warum steigt Altona so? Keine news.

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 38.672.809 von uullii am 06.01.10 09:20:02

Entschuldigt das ich mich einmische....
Ja die Geduld um Aktien länger zu halten haben eben die wenigsten.
Bei ITH hat sich die Geduld schon gelohnt.
Ich würde derzeit lieber Cardero kaufen als bei europäischen Dividendenwerten einzusteigen.
Cardero sollte jetzt genügend Cash haben - das was viele europäische Dividendenwerte nicht haben.....
Aber jeder hat seine eigene Meinung und Strategie.
Übrigens - hier geht es um Altona - und hier braucht es ebenfalls Geduld.....

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 38.673.795 von recession am 06.01.10 11:27:40

Das könnte einfach folgenden Grund haben.
Die Zukunftsaussichten werden einfach gut eingschätzt.
Einfach die Präsentation vom 19.12.09 auf der Homepage von Altona lesen.
Auf Seite 22 der Präsentation ist alles zusammengefasst.
und noch was:
Die Chinesen investieren nicht ohne Grund.....

[uullii]

Antwort auf Beitrag Nr.: 38.674.390 von Rohstoffinvestor am 06.01.10 12:37:26

joo, no problemo, ROHSTOFFINVESTOR

auch wenn neono und Anhang im CARDERO-timing Unrecht hatten, so kann sie durchaus noch gut performen.


Die ITH - Empfehlung von der CARDERO-Bande war goldrichtig, konnte mehr verdienen, als mit CARDERO verloren.

Jeder kleine Investor sollte den Inhalt des Büchleins von E.A.Toppel "ZEN an der BÖRSE", beherzigen, wenn du es umsetzen kannst, bist du glücklich.


stay

UHU

[recession]

Antwort auf Beitrag Nr.: 38.674.770 von Rohstoffinvestor am 06.01.10 13:29:37

Bis jetzt habe ich hier mit Ten-bagger zu tun und frage mich wann Verkaufspreiss stimmt. Die rote Linie ist bald da. Aber warten bis jetzt hat sich gelohnt. Bald drucke ich auf dem knopf. Aber so was steigt nicht so einfach. Vielleicht muss etwas in Bush sein. Bei 10 bin ich wahrscheinlich raus.

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 38.677.172 von recession am 06.01.10 17:52:38

Mal sehen was kommt. Heute wieder guter Umsatz und über 8 p gesprungen.
Und das ohne News. Ich denke man kann daran denken bei 10p mal Gewinne mitzunehmen. Ein Teil werde ich auf jeden Fall langfristig investieren.
Freut mich für dich recession wenn du einen Tenbagger gemacht hast...

[eifelcash]

Auch hier bin ich guter Dinge,

ich sehe wir haben einige gemeinsame Invests die so langsam den Arsch hochkriegen....


eifel

[recession]

Altona Chart sihet noch bullish. Bei 10 pens ist die grosse resistenc. Und es geht nicht runter wie andere Male wenn Altona hochgeht. Bleibt strong bis 10 sicherlich. Vielleicht ist auch mehr drinn wenn news kommen.

[supernova1712]

http://altonaenergy.files.wordpress.com/2010/01/altona080110outlook.pdf


80p (pre-dilition) WOW!


Schaun mer mal, ob das klappt.
Ich bin zuversichtlich!

Freundliche Grüße
supernova

[supernova1712]

Antwort auf Beitrag Nr.: 38.694.948 von supernova1712 am 08.01.10 16:12:20

http://altonaenergy.files.wordpress.com/2010/01/altona080110…

[supernova1712]

Antwort auf Beitrag Nr.: 38.695.014 von supernova1712 am 08.01.10 16:16:00

...und das sollte (pre-dilution)heißen...

Ich brauch Urlaub!

[uullii]

Antwort auf Beitrag Nr.: 38.695.040 von supernova1712 am 08.01.10 16:17:25

moin, moin, mates from downunder,

Danke, supernova1712 für den Hinweis, gibts nich alle Tage so kostenlos frei Haus, werde mir die Studie heute abend einverleiben,
habe meine alle Verkaufsoders bis auf weiteres gestrichen.

Stay

UHU

[Rohstoffinvestor]

Danke für die Info supernova - ich denke Altona ist auf dem richtigen Weg.
Wenn ich mir die früheren Kursziele vom Tenbagger anschaue,
50 - 80 GBp bis 2014 , haben wir ja noch ordentlich Luft.
Ich wäre schon mit 30GBp zufrieden. Aber selbst dann wäre die MK erste bei ca. 100 mio Euro....
Bin schon gespannt was noch kommt.

[uullii]

moin, moin, altona speculators,

erste Kurse an der LSE über 9p, jetzt (8:12) bei 10


stay cool


UHU

[recession]

Ich bin raus bei 0.98. Viel gluck noch, aber Korrektion ist faellig!

[hobiewaters]

Antwort auf Beitrag Nr.: 38.706.141 von recession am 11.01.10 10:56:50

Immer diese Trader ...

Habe mir mal die Broker-Studie aus #577 durchgelesen:

Bei einem NPV von 1,6 Mrd. US$ und einem free cash-flow von rd. 600 Mio. US$ p.a. sollte bei MAK von jetzt 40 Mio. noch etwas Luft nach oben sein...

Grüße an alle noch investierten.

hobie

[supernova1712]

Heute in der Presse:
Invesco hält inzwischen 18,14%
Letzter Kaufpreis war 7p.

http://www.proactiveinvestors.co.uk/companies/news/11999/fox…

@ recession: Viel Glück beim späteren Wiedereinstieg. Vielleicht kommt die Aktie ja wieder etwas zurück. Ich persönlich traue mich derzeit aber nicht, auszusteigen.

Schaun mer mal.

Freundliche Grüße
supernova

[Rohstoffinvestor]

Jetzt wo die Umsätze steigen werde ich sicher kein Stück aus der Hand geben. Die Story und die geringe MK haben viele noch nach gar nicht entdeckt.
Hier kommt noch viel mehr.

[XIO]

:

Onkel XIO is happy

[Ikar]

Antwort auf Beitrag Nr.: 38.710.920 von XIO am 11.01.10 18:37:12

me too
altona und yale haben aber auch Nerven gekostet.

[eifelcash]

Antwort auf Beitrag Nr.: 38.711.056 von Ikar am 11.01.10 18:51:18

Yes indeed...ich bleibe weiter investiert, hier ist noch Luft...

[supernova1712]

Kommt euch diese Aktie bekannt vor?

+++
A classic example of penny share potential

And now for a second example of a share that only needs to deliver on its business plan to deliver a massive return for shareholders.

This company has production rights over one of the largest unexploited coal fields in the world. Today it is valued at just four cents for every tonne of its proven coal reserves – far below the 64 cents per tonne average valuation of global coal producers.

Even if it were just to dig up this coal and sell it at the gate, the company’s valuation would look unreasonably low. But in fact it has much more ambitious plans – plans that not only make it a state-of the art energy project, but that also make it considerably more valuable than a mere coal mine.

Last week a financial analyst valued this company’s shares at about ten times the current price. Why the huge discount? Because the project is risky, and because the profits will not start to flow for a few years.

It is not, in other words, a bird in the hand. But it is not two in the bush either. It is about ten in the bush. It could make huge returns for shareholders.
To learn more about it, read the January issue of Red Hot Penny Shares. Find out how to sign up below.

Good investing,

Tom Bulford
For The Penny Sleuth
+++

Kennt jemand den genannten Börsenbrief? Taugt der was?
(Bitte keine Antworten wie "KEIN BB taugt was!" Auch wenn's stimmt )

Freundliche Grüße
supernova

[timezone]

Antwort auf Beitrag Nr.: 38.753.968 von supernova1712 am 17.01.10 21:04:27

Guten Morgen


Der Anstieg letzten Montag, war die Folge dieses Börsenbriefes.

In diesen Thread, steht einiges darüber.


http://www.iii.co.uk/investment/detail?code=cotn:ANR.L&displ…

[Cricri]

Der este deutsche BB hat nachgezogen.

Boerse Inside:

Ganz frisch veröffentlichten heute die Analysten von Edison Research eine Studie zu Altona Energy! Der GBP 30 Mio. schwere Titel verfügt über die Rechte an einem großen Kohlevorkommen im Süden Australiens, bei dem 7.8 Mrd. Tonnen Kohle vermutet werden. Der chinesische Öl-Gigant CNOOC sicherte sich im November des vergangenen Jahres einen 51%-Anteil (plus Option auf weitere 19%) an dem Projekt und wird im Gegenzug die gesamten, auf USD 45 Mio. bis USD 50 Mio. geschätzten, Kosten für die bankfähige Machbarkeitsstudie, die 2011 fertiggestellt werden soll, übernehmen. Die Produktionsaufnahme wird vermutlich erst 2015/2016 übernehmen, dennoch ist Altona Energy schon zum jetzigen Zeitpunkt wesentlich mehr wert als der aktuelle Kurs von GBp 8. Die Analysten von Edison Research stufen die Aktie als potenziellen Vervielfacher ein und verweisen dabei auch auf die Bewertung der Kohlereserven, die nur ein Bruchteil der Bewertungen darstellt, welche die Peer-Group im Schnitt zugebilligt bekommt. WKN A0H G1S



http://www.boerse-inside.de/index_boerse.htm

[Rohstoffinvestor]

Ja hier braucht man wirklich lange Geduld.
Ist wie eine 6 jährige Anleihe. Nur das es hier statt 5 % etwa 100 % pro Jahr geben kann.
Wenn alles gut läuft ist das nicht zu hoch gegriffen.
Natürlich sind noch viele Fragezeichen - aber der Weg stimmt.
Auf nach 2016 und Kurs 1-2 GBP.

[supernova1712]

Antwort auf Beitrag Nr.: 38.759.478 von Rohstoffinvestor am 18.01.10 19:29:26

Ist wie eine 6 jährige Anleihe. Nur das es hier statt 5 % etwa 100 % pro Jahr geben kann.

Ich bin zwar auch optimistisch für Altona, aber denk immer dran:
Da kommt in den nächsten Jahren noch einiges an Verwässerung auf uns zu!
2 GBP als Kursziel scheinen mir doch etwas zu hoch gegriffen. Aber schaun mer mal...


Hier noch ein Artikel des "Oilbarrel":


January 29, 2010
Little Altona Energy Makes Real Progress With Its Joint Venture With China’s 3rd Largest Oil Company In Its Coal-to-Liquids Project in Australia


"We no longer have a putative project, we have a business". So says Chris Lambert, Chairman of Alton Energy, a London listed, Australia-based company involved in a coal-to-liquids scheme in South Australia.

Five years ago Altona just had a dream and a seemingly impossible dream at that. The company had secured what it said was one of the world’s largest untapped energy sources. The group had, at modest entry price, bought 100 per cent of three exploration licences at the Arckaringa Basin in South Australia (EL3360, 3361, 3362). The licences contained huge coal deposits estimated at 7.8 billion tonnes (non-Jorc); and this really is huge. Using the latest BP Statistical Review, the North Sea oil and gas fields have remaining proven reserves of 10,900 million barrels of oil and 114,800 bcf of natural gas. The Arckaringa leases, according to Jacob’s Engineering, contain an estimated energy equivalent of 18,800 million barrels of oil equivalent or 109,000 bcf of gas equivalent.

Chris Lambert and his colleagues believed that the coal could be converted into petroleum products equivalent to 10 million barrels per year as well as a 560 MW project of co-generation power for sale.

But until a year ago it seemed as if Arckaringa it would remain just it had been described as – “untapped”. Australia with a small domestic market always was bedevilled by the tyranny of distance in delivering oil and gas products both internally and for export. Prices were poor and markets ill-defined. In any event, even if market conditions were more favourable how would a small company with a market cap of less than £20 million bring a scheme estimated to cost between US$ 3 to US$ 4 billion to fruition. The resource seemed well and truly stranded.

But sceptics had reckoned without the economic awakening of China, the effect its voracious appetite for energy would have on prices and demand as well the brisk march of innovative technologies in developing new fuels and transporting them.

Before Christmas the company announced that after a year of protracted negotiation and lots of due diligence Altona had signed a Joint Venture (JV) with CNOOC New Energy Investment.

CNOOC is one of the three largest oil and gas companies in the Peoples Republic of China. Altona appears to have found a big partner with the reputation and funding to get some real impetus behind the CTL idea. More than that CNOOC has proven expertise in Coal-to Liquid technology.

Under the agreement the first stage of involvement will be for CNOOC NEI to fund a Bankable Feasibility Study (BFS) – at a cost of US$45-US$50 million – for a 10 Mtpa coal mine providing the raw material for a 10 million barrels per year plant with a 560 MW co-generation power facility. CNOOC- NEI will in return get a 51 per cent interest in the project (potentially rising to 70 per cent.)

Chris Lambert this week has confirmed that the BFS is underway. The basic process involves two major stages, gasification to produce synthetic gas rich in hydrogen and carbon. There is then a liquefaction stage whereby the Syngas is reacted over a catalyst based on the Fisher-Tropsch synthesis process first used by Germany during World War Two, and later adopted by South Africa’s Gasol to produce ultraclean products such as diesel, naphtha and other fuels. The CTL is a good example of clean coal technology as there is a clean up process -- the associated combined cycle units produce negligible sulphur oxides, significantly less nitrogen oxides and a 10-20 per cent less CO2 per unit of power generated than a conventional coal fired plant, whilst carbon capture and storage offers the potential to reduce the overall greenhouse emissions to below the “well-to- wheel” level of fuels derived from crude oil.

This is plan “A” but the BFS will also look at variants of this model including, it seems, a biofuels dimension. It will be interesting to see what actually materialises as CNOOC-NEI has obviously been given a free hand in this study and could have other ideas to contribute. The Unincorporated Evaluation Joint Venture, to give its full title will be managed by three representatives from Altona and four from CNOOC-NEI. Day–to-day decisions will be taken by the majority, but any key decisions on expenditure or contracts will have to be unanimous.

A good relationship has been forged between the two companies and this is borne out by the further terms of the deal which stipulate that if a decision is taken to go ahead with development the Chinese interest in the projects would rise to 70 per cent. The two groups will work together in raising funding for development. But if CNOOC gets impatient with this process it will procure the provision of debt funding for both parties. Altona, whose market cap is currently £33 million, will have to contribute to an equity slice, but this is the best part of two years away and it is quite possible that the equity will account for a small part of the funding and Altona’s rating should be higher by then. In other words the actual funding is not seen as a make or break factor for Arckaringa providing the BFS proves positive.

Any revenue figures are tentative at this stage, but Edison Investment Research has worked out that if Plan “A” is adopted, namely if 10 million barrels of fuel products are produced and 540 MW of power is achieved by in three or four years say then assuming a distillate price of US$100 a barrel and a wholesale electricity price of US$ 30 a MWh and gross unit cash costs of production of US$35 barrel the Arckaringa CTL operation has the potential to produce free cash flow of US$593 million per annum. This produces a project NPV of US$1.6 billion (discounting at 10 per cent over 20 years and after netting off capital expenditure of US$3.4 billion). Altona’s likely 30 per cent interest would then equate to US$1.32, A$1.45 or £0.80 at current prices (against an 8.15p high and 0.82p low in the past 52 weeks.)

Of course things can change in the next few years. Further value could be added by developing ancillary and additional products derived from large scale production of Syngas. There is also a lot of work to be done developing a relationship with the State Government and the Foreign Investment Review Board of Australia. But by any standards it is an exciting project.

Link to article:-
http://www.oilbarrel.com/nc/news/display_news/article/little…


Freundliche Grüße
supernova

[Popeye82]

Antwort auf Beitrag Nr.: 38.759.478 von Rohstoffinvestor am 18.01.10 19:29:26

"Nur das es hier statt 5 % etwa 100 % pro Jahr geben kann. ..."


Da solltest Du Dich vielleich doch nochmal mit dem Taschenrechner anfreunden.

Gruß
Popeye

[recession]

Ich schaetze wiedereinstieg hier konnte 5.50 sein. Ich warte immer noch ab. Chart sieht nicht gut aus.

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 38.851.388 von Popeye82 am 31.01.10 17:58:13

In meiner Freude vielleicht etwas verrechnet.
Ich schreibe dann in in 2-5 Jahren wieder....

[XIO]

Altona Energy Plc ('Altona' or 'the Company')
Launch of New Website and Presentation

http://www.altonaenergy.com/

http://www.altonaenergy.com/pdfs/Altona%20New%2022.02.10.pdf

[supernova1712]

Antwort auf Beitrag Nr.: 39.098.664 von XIO am 09.03.10 21:26:12

...und zum allerersten Mal...

http://www.altonaenergy.com/contact_us.php" target="_blank" rel="nofollow ugc noopener">
http://www.altonaenergy.com/contact_us.php

...Infos per Mail-Newsletter

Altonas PR scheint besser zu werden.
Tragt euch ein!

Freundliche Grüße
supernova

[XIO]

Antwort auf Beitrag Nr.: 39.109.564 von supernova1712 am 10.03.10 23:18:36

chris.schrape [ a t ] altonaresources.com

geht auch

[supernova1712]

http://www.proactiveinvestors.co.uk/companies/news/14308/alt…

Thursday, March 11, 2010
Altona Energy hires ex-Jacobs Engineering director to advance Arckaringa coal project BFS

Altona Energy (AIM: ANR) has appointed Peter Fagiano as senior executive in charge of project technology to join the Arckaringa Joint Venture (JV) management committee, which is responsible for the JV’s operations and decision making on all key matters.

Fagiano will work on a part-time basis alongside Altona's JV partner CNOOC-NEI, a subsidiary of Chinese oil major China National Offshore Oil Corporation, to complete a Bankable Feasibility Study (BFS) to evaluate conversion opportunities for Altona's estimated 7.8 Bt (billion tonne) coal resource at Arckaringa in South Australia, of which 1.287 Bt are JORC compliant.

Altona is looking to convert its energy bank into high value clean fuels and industrial feedstocks, including its base case project comprising a 10 million barrel per annum coal to liquid plant and 560MW co-generation power facility.

“It is a great vote of confidence in Altona and the Arckaringa project that Peter Fagiano, having worked with us for a number of years and having recent direct involvement with leading clean coal conversion technologies, is joining our management committee. Peter will be a key member of our technical team on the project and his experience, combined with that of Chris Schrape, our managing director, will be invaluable in ensuring the project and BFS proceeds as planned,” said Chairman of Altona Chris Lambert.

Fagiano has over 40 years of experience in process industries worldwide, which includes 10 years at Jacobs Engineering (NYSE: JEC), where Fagiano has established the process and chemicals business sectors. He has also completed projects for BP (LSE: BP), Chevron (NYSE: CVX), Petrobas (NYSE: PBR), Conoco Phillips (NYSE: COP), Shell (LSE: RDSB), Statoil (NYSE: STO) and Total (NYSE: TOT).

In November 2009, Altona agreed the terms for the JV with CNOOC-NEI, to develop Arckaringa. The companies are evaluating the maximum development and commercial potential of the. The JV intends to carry out detailed studies covering resource extraction and optimisation, project development options, as well as coal conversion studies.

In return for a 51% interest in Arckaringa Energy's exploration licences, CNOOC-NEI will act as the project’s operator and it will fund the BFS. Altona said that it Chinese partner’s role not only covers the staged evaluation work under the BFS, but it will also to take responsibility for assessing the full potential of the coal resource and bringing projects to development.
+++

Steinchen um Steinchen entsteht hier ein 10.000-Teile-Puzzle. Und nur wenige können sich bereits heute das fertige Bild am Ende vorstellen.

Schaun mer mal...

Freundliche Grüße
supernova

[XIO]

Ich find`s ja sowas von geil... die ziehen das wirklich durch !!!

[supernova1712]

Antwort auf Beitrag Nr.: 39.130.055 von XIO am 12.03.10 21:37:58

Jetzt werden auch die Analysten optimistisch:

http://www.moneyam.com/action/news/showArticle?id=3803859

Altona Energy started at Evolution with buy rating, 35p target price

Evolution analyst Charles Kernot says Altona Energy and $72bn mega-oil company China National Offshore Oil Co should complete a bankable feasibility study on the Arckaringa coal-to-liquids (CTL) project over the next 12-18 months.

'We expect this to lead to a significant re-rating of the company up to around 35p a share, 4.3x the current price.'

Story provided by Business Financial Newswire
+++

Gegen einen Aktienpreis von 35p hätte ich zwar ganz bestimmt nichts, aber derzeit kann ich mir das noch nicht ganz vorstellen.

Aber schaun mer mal...

Freundliche Grüße
supernova

[uullii]

Antwort auf Beitrag Nr.: 39.186.638 von supernova1712 am 21.03.10 21:06:38

hei maates, good news frumm downunder, they will make a big heap

danke für die nachricht supernova1712

wenn das so weitergeht sehen wir die 35p noch dieses Jahr.


keep cool, buy low and sell high


UHU

[hobiewaters]

Sieht gut aus - die 10,0 werden ja heute schon mal in Angriff genommen

[supernova1712]

Antwort auf Beitrag Nr.: 39.203.734 von hobiewaters am 24.03.10 10:28:25

Korrektur: Die 10 p sind soeben gefallen!

[hobiewaters]

Antwort auf Beitrag Nr.: 39.207.267 von supernova1712 am 24.03.10 16:34:20

Du meintest doch bestimmt die 11 p, oder?

Geht in grossen Schritten Richtung ATH!

[supernova1712]

Antwort auf Beitrag Nr.: 39.208.006 von hobiewaters am 24.03.10 17:52:25

Bevor wir nur noch aktuelle Kurse posten...

http://altonaenergy.wordpress.com/

Altona Energy – Future Energy Giant
Altona Energy (ANR.L) Buy: Evolution Broker Note
March 21, 2010

Altona Energy’s licences cover 2,500km2 of the Arckaringa coal basin in South Australia. They are estimated to contain a JORC resource of 1.3bnt, within an overall deposit which could extend to about 7.8bnt. The size of
the deposit is important in a global context and it is this, and the amenability of the coal for Coal-to-Liquid transformation, which has attracted the attention of China National Offshore Oil Co (CNOOC). We believe that the joint venture with CNOOC has transformed the outlook for Altona and the deposit will now be fast-tracked to production. Buy.

Altona Energy and its joint venture partner, CNOOC, control three major coal deposits in the Arckaringa Basin of South Australia. On a combined basis these deposits are thought to contain at least 7.8bnt of coal, of which about 1.3bnt has been estimated to updated JORC standards. All of this coal is expected to be
amenable to Coal-to-Liquid (CTL) transformation.

The link-up with CNOOC and its New Energy Investment subsidiary (CNOOC-NEI)in November 2009 was a significant development for Altona. It means that the group has secured the finance to push forwards with the bankable feasibility study for the project and secured a commitment to arrange the bulk of the funding that will be required for development.

We believe that 2010 will be a transformational year for the group as it should see the publication of ongoing results from the study. We expect this to lead to a reappraisal of the economic potential of the project and the company’s ability to share in this upside potential. The first tangible steps on this path are now being taken with the recent appointment of a Project Technology Executive.

The latest valuation reference point was the completion of the CNOOC negotiations, at which point Altona was worth about 11p/share. Completion of the bankable feasibility study lifts our valuation to about 35p/share and, as the operation moves closer to production, we see longer-term upside to 60p/share. We recommend purchases for both near-term and long-term capital appreciation. As the risks diminish the rewards should become more apparent. Buy.
+

Evolutions Kursziele im letzten Absatz habe ich absichtlich nicht gefettet. Will ja nicht puschen.

Freundliche Grüße
supernova

[eifelcash]

Antwort auf Beitrag Nr.: 39.209.986 von supernova1712 am 24.03.10 22:21:16

So siehts aus...hier braucht man eigentlich nur ei wenig Sitzfleisch, und da hab ich zwei Arschbacken voll und das seit geraumer Zeit schon...

Grüße,

eifel

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 39.209.986 von supernova1712 am 24.03.10 22:21:16

Da könnte mein Kursziel das ich im Januar gepostet habe mit den 1-2 GBP doch noch wahr werden.
Wie gesagt - ist für mich eine 6 jährige Anleihe mit Superzinsen....
Ich gebe kein Stück aus der Hand.

[Rohstoffinvestor]

Schöne Umsätze heute an der LSE. Ich denke die 35p können heuer noch erreicht werden.
Auf die Aktie werden jetzt nicht nur Privatanleger aufmerksam.
Das Potential ist einfach zu groß um nicht dabei zu sein.
Viele sind hier (noch) nicht dabei. Altona ist eine der wenigen Lichtblicke heute bei den Minenaktien. (ausser Prophecy)

[XIO]

Da hebt sie ab und.....

[supernova1712]

Holt Euren besten Rotwein aus dem Keller!
Tanzt im Regen...

Irgendwie habe ich das Gefühl, alle Altona-Aktionäre werden ein tolles Wochenende haben.

Freundliche Grüße
supernova

http://www.iii.co.uk/articles/articledisplay.jsp?section=Sha…

Project advances set to lift Altona

Edmond Jackson
25.03.10 15:13

BHP Billiton (BLT), the world's largest producer of coal for the seaborne market, has had to close a principal export terminal in Queensland Australia due to a tropical cyclone. The resulting interruption to coal supply means markets have started to anticipate higher spot and contract prices. Industrialists need to secure coal supplies and financial traders are seizing the new trend.

This helps to explain ongoing dramatic rises for example in the AIM-listed shares of Western Coal (WTN) I have advocated as a 'share for 2010' and although the chart might now give some investors vertigo I am continuing to hold given this company's profits are sensitive to price changes.

The BHP event may also be stimulating fresh interest in other coal related shares as investors scan the sector for potential. It is interesting to note the current rise in the AIM-listed penny shares of Altona Energy (ANR), this week up from about 9.6p to 12p having traded at about 8p for most of this year and 4p last year. I have been an occasional follower since Altona floated in the last resources boom; and although speculative, I felt it should be kept on the radar. The rise probably reflects a sense that 2010 should see further significant progress, for the market to better reflect a substantial resource value.
This is a South Australian-oriented company with a major 'coal to liquid' energy project - so not exactly a miner, more an integrated energy company. The scale of its Arckaringa project has an estimated resource base near 8bn tonnes of coal making this one of the world's largest untapped prospects. It involves three wholly-owned exploration prospects positioned close to transport; and in partnership the China National Offshore Oil Corporation is fully funding a bankable feasibility study towards a mine and power station. Majority control of Arckaringa will shift to the Chinese, 51% becoming 70%. Even so, an estimated net present value of US$1.6 billion for the project discounted at 10% over 20 years and after capital expenditure, implies a value for Altona's likely 30% interest of 80p a share.

Be aware that while net present value calculations are indeed the industry benchmark, minor adjustments in their inputs can vary outcomes. Moreover, when Edison Investment Research published a note (it is worth reading, see edisoninvestmentresearch.co.uk) with these projections, it was sponsored research ie: paid for by the company. This has the advantage of having been developed in consultation with Altona's management, so is partly an 'inside view' of what management wants to see published in support of the project - it has been raising money recently and finances still look tight. Just to make that clear...

Altona's current market value of about £43 million makes it one of the most lowly rated junior coal miners globally, relative to its upside potential, so it will be interesting to follow progress towards the bankable feasibility study that is key to valuation in the short to medium term.

The shares have also been promoted recently by Evolution Securities, Altona's broker as appointed from 9 February, which may account for some of the price rise. Again, be aware this broker is not independent although it is normal for early stage companies to have to pay for coverage until the City recognises progress. In February, the management met with Australian investors and put the presentation on its website, altonaenergy.com, it is useful to consider.

Otherwise, there has been no significant latest news to drive the shares higher. On 11 March, an experienced project technology executive was appointed to work alongside the Chinese towards completing the bankable feasibility study. So there are company specific factors to justify current buying besides the wider context of investors taking a closer look at what coal-related shares now offer.

Altona previously hit 12p a share in 2006, only to steadily fall in a volatile trend and bottom out below 1p at end-2008 (with the wider bear market). This shows how shares in early stage companies can be pressured when market sentiment turns down, even if there appears to be a substantial margin of safety in terms of the resource involved. Also, risk loving investors are prone to get caught on margin calls or take cover liquidating positions. So this kind of share can get volatile at any time. Yet Altona is now advancing its project more firmly than before and with the worst of the market panic now history, another capitulation looks far less likely.

The main weakness is a rather constrained cash position: the end-June 2009 balance sheet showed cash down from £2.7 million to just £300,000 relative to £1.3 million administrative expenses for the financial year. Last January, the company placed nearly 4.3 million shares at 7p with Invesco Perpetual to raise another £300,000. This institution needed to support Altona however, since it owned over 60 million shares and after the placing holds just over 18%. As Arckaringa advances, it should be possible to continue to address any funding gaps, this being an attractive project.

The directors' equity and options holdings are significant, to align their interests with outside investors.

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 39.223.720 von supernova1712 am 26.03.10 15:15:30

Hallo Supernova.
Ich habs ja gesagt - die 1 GBP Story ist intakt.
Hier sind so wenige investiert - und das ist gut so.
Sie können ja jetzt kaufen - es ist noch viel Potential nach oben.
Man rennt immer den falschen Aktien nach. Altona ist es wert.
Die Umsätze die letzten Tage haben es vorgemacht - hier sind größere Adressen am kaufen - oder auch Insider....
Weiter so Altona -ich habe Geduld bis 2015.
Schönes Wochenende an alle investierten.

[Ikar]

Antwort auf Beitrag Nr.: 39.224.488 von Rohstoffinvestor am 26.03.10 16:32:36

schön, das sich hier auch welche freuen können.
Altona hat für mich gerade sogar EXT getoppt. Und trotzdem, bei den Aussichten halte ich weiter. Danke für den Artikel, der auch klar die kurzfristigen Risiken für den Kurs darstellt. wie gesagt, und trotzdem...

[timezone]

WORLD'S MOST WANTED MINING STOCKS (etwas nach unten blättern)


http://www.mineweb.com/mineweb/view/mineweb/en/page67?oid=10…

[HouseMD]

Hui, gleich schon 20 Pence - warum hab ich damals eigentlich nicht mehr Shares zu 1 Pence gekauft?!

Naja.. man soll ja mit dem zufrieden sein, was man hat

[timezone]

Antwort auf Beitrag Nr.: 39.235.720 von HouseMD am 29.03.10 12:41:49

Das habe ich mich letzte Woche auch schon gefragt

[hobiewaters]

Antwort auf Beitrag Nr.: 39.235.799 von timezone am 29.03.10 12:52:51

interessant, wieviele im nachhinein zum Tiefstkurs gekauft haben...

[HouseMD]

Nö, nich im Nachhinein: Eingestiegen zu 5-6 Pence und Ende 2008 nochmal ne kleine Position zu 1 Pence zum Verbilligen nachgelegt.

Durchschnittlicher Kaufpreis liegt bei mir bei ca. 4 Cent(Euro)...

Wie gesagt, tolle Rakete derzeit und man darf den alten Kursen nicht nachtrauern sondern sollte sich über eine kleine Position Altonas freuen

[hobiewaters]

Antwort auf Beitrag Nr.: 39.237.881 von HouseMD am 29.03.10 16:32:49

bei mir ist der Einstand leider etwas höher - bei 0,07 Euro, aber das sind ja jetzt auch schon 300%, also ein ordentliches "Schmerzensgeld".

Außerdem ist Altona auf Basis des letzten Frankfurter Kurses von 0,25 EUR mein größter Einzelposten im Depot geworden mit 15% Anteil ...

[Ikar]

aktuelle link liste aus interactive:

Evolution broker target of 34p.
http://www.investegate.co.uk/InvArticle.aspx?id=64642

CNOOC/Altona Extension rumour
http://business.timesonline.co.uk/tol/business/markets/artic…

BNG/CNOOC gas deal announced last week that shows the willingness of Australia and China to strike a deal:
http://uk.reuters.com/article/idUKSYU00958220100324

News due between now and end of May.
http://www.altonaenergy.com/pdfs/Altona%20Presentation%20Feb… (slide 15)

Increase in coal demand
http://www.businessweek.com/news/2010-03-26/china-drought-ma…

Exciting quotes from Australia’s energy minister
http://www.dowjones.de/site/2010/03/bg-cnooc-sign-binding-de…

[Rohstoffinvestor]

Ja so schnell kann es gehen. Mein Kursziel 1 GBP steht immer noch für 2014 - vielleicht auch früher.....
Und es kann mich keiner bremsen im meiner Euphorie. Toll ist ja das viele nicht dabei sind. Aber der Tenbagger Brief hatte doch recht mit seinem Riesenpotential bei diesem Wert.

[XIO]

Hab gerade mal nachgekuckt, bei Thhreaderöffnung in 11/2007 stand Altona bei 4 cent, jetzt 20, macht 400% in 34 Monaten... es hat sich also auch das halten gelohnt... ohne zu zocken... vermutlich sogar mehr.

[hobiewaters]

wäre schön, wenn jetzt mal eine kleine, mehrwöchige Konsolidierung eintritt, so kann das mit der Fahnenstange ja nicht ohne Pause weiter gehen - wäre gesunder!

[recession]

Antwort auf Beitrag Nr.: 39.240.794 von Rohstoffinvestor am 29.03.10 21:54:01

>>>Und es kann mich keiner bremsen im meiner Euphorie.

Wart mal ab. Euphorie in der Aktienmarkt ist der grosste Feind. Was steigt muss auch fallen. Es ist nur die Frage der Zeit. darum habe ich keine kursziele und blicke nicht so weit vorne. Die naechste Krise kommt auch bestimmt in 3-5 jahren.

[Popeye82]

Antwort auf Beitrag Nr.: 39.241.896 von XIO am 30.03.10 06:44:57

Frage ist nur, warum Du dann, zwischenzeitlich, ausgestiegen bist?

Gruß
Popeye

[hobiewaters]

Antwort auf Beitrag Nr.: 39.243.047 von hobiewaters am 30.03.10 10:22:15

so wirklich erhört werden meine Wünsche nach ner Konso nicht - von -26% wieder hoch auch -11,50 % ggü. Vortag, wenn´s so weitegeht sind wir bald +-0...

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 39.244.358 von recession am 30.03.10 12:42:43

Ja jeder hat seine eigene Strategie. Ich hätte den Begriff Euphorie vielleicht in Freude umtaufen sollen.
Heute wurden fast 10 % des gesamten Aktienbestandes gehandelt.
Das waren sicher keine Kleinanleger. Volumen bis zu 1 Mio Stk wurden einzeln gehandelt. Einer verkauft - der andere kauft.
Das ist Börse. Ich handle eben langfristig - wie die Chinesen die sich daran beteiligt haben.
Und wenn sich der Erfolg einstellt - sind eben noch weit höhere Kurse möglich. Und darauf warte ich. Mit allen Risken die bekannt sind.
Ich wünsche allen viel Glück und schöne Kursgewinne - auch beim traden.

[XIO]

Antwort auf Beitrag Nr.: 39.245.228 von Popeye82 am 30.03.10 14:18:16

weil ich ungeduldig war


...mein fehler

[Ikar]

Antwort auf Beitrag Nr.: 39.245.228 von Popeye82 am 30.03.10 14:18:16

in iii scheint jemand sehr angetan von Dir zu sein:

But this share is like popeye. Plenty spinnach and lots of muscle.

Price predictions change like the weather. No-one knows where this might go and that's what makes it fun.

[Ikar]

von einem User aus iii:

I also believe that post approval we could see a ramp up of the project, to between 15 and 20 million per year. Don't forget 7.5 billion tonnes of coal will take 750 years to convert at a rate of 10 million per year. 100 million a year would still take 75. I will not be here in 50 years let alone 75 so it stands to reason 750 years would be assuming alot. No point in having the the coal in the ground.

[supernova1712]

Ist einer von Euch am 3. Mai auf der South Australian Resource & Energy Investment Conference?

Chris Schrape, Managing Director, Altona Energy Plc,
“The Arckaringa joint venture and the development pathway for SA’s world scale energy bank”

http://www.pir.sa.gov.au/__data/assets/pdf_file/0005/128786/…

[supernova1712]

Noch ein kleiner Nachtrag:

http://www.finanznachrichten.de/nachrichten-2010-03/16501825…

30.03.2010 08:28
BRIEF-Altona Energy raises 3 mln stg in share placing

LONDON, March 30 (Reuters) - Altona Energy Plc:

* Agreed terms for the milestone joint venture agreement with cnooc-nei

* Placing of 33,333,334 new ordinary shares at 9 pence each to raise gross

proceeds of £3.0 million

* Working with cnooc-nei to complete legal structures and ensure Australian

government approval

* Loss of the group for the six months ended 31 December 2009 of £0.531 million


Freundliche Grüße
supernova

[uullii]

hey mates, what´s up,

die zittrigen Hände werden ein weiters Mal herausgeschüttelt,

so langsam stabilisiert sich ein Boden bei 13,5 pence/stock

bei bis heute 11:30 ca. 110 trades at LSX

und 0,159 bis 0,166 bei uns


mesdames et messieurs faitez votre jeux,


daddy

UHU

[uullii]

Antwort auf Beitrag Nr.: 39.278.479 von uullii am 06.04.10 11:49:14

langsam, langsam, Leute;


nich so schnell, der Anstieg sollte bedächtig sein


das DING sollte ne Weile stehen, ehe es wieder abschlafft


also, ganz entspannt,


UHU

[timezone]

RNS-Nummer: 8409J Altona Energy PLC 07 April 2010

Altona Energy Plc / Index: AIM / Epic: ANR / Sektor: Exploration & Production

7 April 2010

Altona Energy Plc ("Altona" oder "das Unternehmen")

Holdings Company in

Altona Energy Plc, der AIM gelistet australischen Energieunternehmen, wurde am 6 April 2010 mitgeteilt, dass Invesco Limited ('Invesco') erhöhte sich ihr Interesse in Altona durch den Erwerb von 6.211.111 Stammaktien des Unternehmens. Invesco ist jetzt in 74.188.660 Stammaktien in Altona, was 17,98% des gesamten ausgegebenen Kapitals interessiert.

[Looe]

Antwort auf Beitrag Nr.: 39.289.120 von timezone am 07.04.10 18:07:04

Damit wären also rund 412,6 Mio Aktien im Markt, MK= ca 74,6 Mio E.
Immer noch billig gemessen an den Reserven/Resourcen.
Kaum zu glauben, daß man im Nov/Dez 2008 die Aktie für 0,01 Euro bei einer damaligen Aktienzahl von 354 Mio. Stck oder MK= 3.54 Mio. Euro kaufen konnte. War eine Lifetime- Chance gewesen ! Statt nur 250 K zu kaufen ( wie ich), hätte man Haus ,Hof und Frau darauf setzen müssen ... Und ich hatte es damals geahnt, daß hier mal die Post abgehen würde. Hab mich dann leider in anderen Werten diversifiziert, besser gesagt verzettel. ... Scheisse

[timezone]

Antwort auf Beitrag Nr.: 39.290.219 von Looe am 07.04.10 20:27:19

Hallo


Da hast Du aber trotzdem gut zugelangt. Ich habe leider nicht soviele gekauft, aber einen EK von unter 2 Pence. Man soll nicht jammern. Ich bin zufrieden, die sind alle steuerfrei.

[hobiewaters]

Antwort auf Beitrag Nr.: 39.290.219 von Looe am 07.04.10 20:27:19

Und ich hatte es damals geahnt, daß hier mal die Post abgehen würde.

jaja, aber dann waren da doch ein paar Zweifel, oder? Sonst hättest Du ja ein paar Gehälter oder Pensionen oder den ganzen Hof eingesetzt...

[putzig]

Antwort auf Beitrag Nr.: 39.290.219 von Looe am 07.04.10 20:27:19

ich darf dich trösten. Auch ich habe diversifiziert, in viele Titel, davon sind sogar einige den Bach runter, andere haben sich sehr positiv entwickelt.

Aber im Zeitpunkt der Entscheidung war die Wahl zur Diversifizierung die richtige, denn damit können wir in ein paar Jahren immer noch mit dir diskutieren.

Stelle dir mal vor, du hättest alles in Altona investiert und es wäre nicht so gelaufen wie jetzt.

Schau dir byd an. Die wollte ich zu 2,80 nicht kaufen, da KGV 100 und ich den Mist bei yahoo und co schon mal mitgemacht hatte. Stehen jetzt bei 8 Euro. haha. Wie man es macht ist es verkehrt, aber im Entscheidungszeitpunkt für einen richtig und nachvollziehbar.

[Looe]

Antwort auf Beitrag Nr.: 39.290.446 von hobiewaters am 07.04.10 20:58:00

jaja, aber dann waren da doch ein paar Zweifel, oder?

Hallo hobie,

ja, die waren schon da, die Zweifel, aber nicht, daß das Invest schief gehen könnte, denn bei 0,01 E kann ja nicht mehr viel schief gehen, sondern nur hinsichtlich der Chancen. Hätte n ie geglaubt, daß Altona innerhalb von nur 15 Monaten an oder über 0,20 E laufen würde, hab höchstens mit 5 Cents gerechnet, denn die Kohlepreise sind in diesem zeitraum ja auch nicht wesentlich gstiegen.
Habe deshalb auch ein paar andere Pennies gekauft zur selben Zeit, z.B. Dragon mining - gab`s ebenfalls zu o,o1 im Dez. 08 und Focus Minerals- gab`s zu 0,015 und 0,02. Hier habe ich deutlich größere Positionen und die haben sich wesentlich schwächer entwickelt. Das meinte ich mit "diversifizieren bzw. verzetteln."
Der Dez. 08 war ja die letzte Chance, noch steuerfrei zu investieren.

Wie man es macht ist es verkehrt, aber im Entscheidungszeitpunkt für einen richtig und nachvollziehbar.

Hallo putzig,

stimmt 100 %. War damals fest davon überzeugt, daß sich die Goldminen besser entwickeln würden als die Kohleminen und hab deswegen hier auch den Schwerpunkt gesetzt. Anders herum wäre es wohl besser gewesen. Wobei man ja zugeben muß, daß einige Goldminen ebenfalls einen phantastischen Lauf hatten. Nur leider habe ich die nicht im Depot oder nur in zu kleinen Mengen. Nun ja, warten wir mal ab, kann ja noch werden.

Gruß Looe

[hobiewaters]

schön, das wir jetzt die fällige Konsolidierung haben!

Abwarten und die weiteren News warten, dann kommt die nächste Stufe von ganz alleine.

Vielleicht starten - oder besser erwachen - in der Zwischenzeit noch andere meiner "Schläfer-Aktien", wie z.B. Aurox Resources (Übernahme durch Atlas Iron) oder New Millennium Capital (Joint Venture Agreement witha Tata Stee - schaltet zZt. vom 1. in den 2. Gang)...

Schönes Wochenende an alle Altonas.
hobie

[uullii]

Antwort auf Beitrag Nr.: 39.302.932 von hobiewaters am 09.04.10 14:54:16

hey, mates,

altona energy ist ein hoffnungspapier, wie es an den Börsen der Welt schon so einige gab (z.B. Moto Goldmines, Cardero, solar millenium, etc.), die man fast perfekt traden konnte und kann.

Aufmerksamkeit entsteht, vergleichsweise große Einzelabschlüsse (heute 2 x 6,7 Mio. Stück) werden getätigt, in der Endphase der Konso, immer mehr Profís steigen ein und Analysten werden hellhörig.

Jeder formuliert sein eigenes Ziel, angesichts eines NAV (net asset value) von 80 pence/share.

Jede Art von fossilen Ressourcen wird in den nächsten Jahren an Wert zulegen. Auch die Verfahren zur Kohlewandlung werden effizienter.

Altona Resources wird beim NAV eher steigen als fallen, entsprechend der Börsenwert.


stay

UHU

[supernova1712]

Antwort auf Beitrag Nr.: 39.326.591 von uullii am 13.04.10 19:17:53

Stimmt, 6.750.000 Aktien wurden zu 14,75p gehandelt.
Einer hat verkauft, der andere gekauft.

Aber wer sind die beiden? Weiß das jemand?

Freundliche Grüße
supernova

[uullii]

hey mates,,


joint venture has been signed,

http://www.londonstockexchange.com/exchange/prices-and-news/…

we are looking forward,

der kurs bewegt sich

UHU

[supernova1712]

http://www.investegate.co.uk/Article.aspx?id=201004210700165…

...
Altona Energy Plc, the AIM listed Australian based energy company, notes that CNOOC New Energy International (Australia) Pty Ltd ('CNOOC-NEIA'), has lodged its formal application to Australia's Foreign Investment Review Board ('FIRB') for its participation in, and establishment of, the Arckaringa Unincorporated Evaluation Joint Venture ('the JV'). Formed specifically for the JV, CNOOC-NEIA is an Australian subsidiary of CNOOC, one of China's major oil companies. Senior executives of Altona joined members of the CNOOC-NEIA team in Canberra, to meet with FIRB officials and make the formal application.
...

Wenn alles gut geht, kommt bis in ca. 8 - 12 Wochen die FIRB-Zusage. So lange könnt Ihr noch unter 20p kaufen.

Freundliche Grüße
supernova

[timezone]

Good Morning


http://www.minesite.com/fileadmin/content/pdfs/Brokers_Notes…


Interessant wie die Kohlevorkommen bewertet werden und Peer Group Vergleich.

[Ikar]

zur Info- von payzone aus interactive investor iii:

With regard to the mining tax, I emailed Altona and asked how much this would impact on future profits. Here is an extract of the email they sent back:

"In this context it is important to note that the largest
financial component of the Arckaringa project is not mining but above ground petro-chemical processing, not dissimilar to a traditional oil refining
business which I understand is not intended to be caught by the suggested legislation."

wäre ja schön, aber sicher scheinen die sich auch nicht zu sein

[Rohstoffinvestor]

Der Markt liebt momentan keine langfristigen Storys - auch wenn Sie noch so gut sind.
Altona ist leider wieder abgesackt mit wenig Umsatz.
Ist halt das Problem in einer solchen frühen Phase.
Wer noch nicht dabei ist kann jetzt zukaufen.....

[uullii]

hey mates,

die Story ist nach m.M. völlig intakt. Zugegeben, es wird voraussichtlich erst in vier bis fünf Jahren Geld verdient. Die zukünftigen auf dieses Jahr diskontierten Gewinne lassen ein net present value (NPV) von ca. 80 pence erscheinen. Wer also an solche Erscheinungen glaubt, der sollte investieren. Es ist z.Z. ein gutes Fenster, die Hände werden immer weniger zittrig.
Meine Vorhersage: in dieser oder der nächsten Woche gehr es langsam wieder aufwärts. Wenn es nach oben geht, dann wieder sehr schnell und sehr steil, sind halt richtige Zockerzeiten bei Altona.
Die Umsätze haben jedenfalls gegenüber von vor drei Monaten stark angezogen. Wenn der Kurs, so wie jetzt, kurz vorm aktuellen Minimum steht, gehen die Umsätze zurück, wer verkauft noch wenn es kurz danach wieder hochgeht?

UHU

[uullii]

hey, mates,

wie gestern schon gemailt, das DING zieht leicht an,

macht euern Einsatz, nich zu spät


UHU

[uullii]

hey mates,


hier die IN-Adresse von ALTONA

http://www.londonstockexchange.com/exchange/prices-and-news/…


macht heute 12% Dampfdruckanstieg


UHU

[uullii]

hey mates,

bisschen sehr ruhig hier, passt so garnich zum Tempo, das unsere ALTONA die letzte Zeit so anschlägt.

Hoffe es geht nich zu schnell und zu steil.

Schön wärs, wenn wir im nächsten peak höher lägen als vor 3 Monaten.

dann bis zum 10. Juni

UHU

[I-Ron]

FIRB Approval - eine gute Nachricht für die weiteren anstehenden Arbeiten:
http://www.londonstockexchange.com/exchange/prices-and-news/…

[I-Ron]

Antwort auf Beitrag Nr.: 39.613.906 von I-Ron am 01.06.10 13:49:23

Sorry. Bin schon länger stiller Leser und muss wohl noch die Feinheiten der Technik (URL einblenden) lernen. Deshalb den Artikel (war noch nicht auf der Altona Homepage) im Ganzen.
War mir nicht sicher, ob hier nicht das FIRB in Australien Bedenken wegen der Nähe der Lagerstätte zum Militärsperrgebiet Woomera haben könnte (war letztes Jahr bei geplatzter Vollübernahme von OZ Minerals durch eine chinesische Firma wegen Prominent Hill (Copper/Gold) der Fall – liegt allerdings etwas weiter südlich in der Nähe von BHP’s Olympic Dam Mine).


Altona Energy Plc / Index: AIM / Epic: ANR / Sector: Exploration & Production

1 June 2010
Altona Energy Plc ('Altona' or 'the Company')


CNOOC-NEIA - Successful FIRB Assessment

Altona Energy Plc, the AIM listed Australia-based energy company, is pleased to announce that CNOOC New Energy International (Australia) Pty Ltd ('CNOOC-NEIA'), has received notification from the Foreign Investment Review Board ('FIRB') that there is no objection under Australia's Foreign Investment Policy for its participation in and establishment of the Arckaringa Unincorporated Evaluation Joint Venture ('the JV').

Formed specifically for the JV with Altona, CNOOC-NEIA is an Australian subsidiary of CNOOC-NEI, one of China's major oil companies. Following the FIRB assessment, the JV is able to proceed on the terms agreed, the first step of which is for CNOOC-NEIA to provide the funding for the completion of a Bankable Feasibility Study ('BFS') for the commercialisation of the Arckaringa Project.

Altona Chairman Chris Lambert said, "The success of CNOOC-NEIA's formal application to FIRB represents a crucial milestone for the JV as it opens the gate for the full mobilisation of JV resources and advancement of the BFS for the Arckaringa Project. CNOOC-NEIA is now able to release the capital required for the all-important BFS, which will determine the most profitable applications for our 7.8 billion tonne coal resource.

"Work will shortly commence on the BFS by the joint operating team. There is a great deal of value adding activity to be undertaken throughout 2010 and we are delighted to be able to move forward with vigour after many years of solid preparation."

[eifelcash]

http://www.proactiveinvestors.com/companies/news/6256/altona…

[supernova1712]

Diese Seite kannte ich bisher auch noch nicht:

http://www.derboersianer.com/maerkte/rohstoffe/single/detail…

www.derboersianer.com - CNOOC erhält Erlaubnis für Kohleverflüssigungsprojekt in Australien 17:19 07.06.2010

Peking 02.06.2010 (www.emis.com) Die China National Offshore Oil Corp, Chinas größtes Offshore Ölunternehmen, hat vom australischen Foreign Investment Review Board die Erlaubnis erhalten, in das australische Arckaringa-Kohleverflüssigungsprojekt zu investieren.

Beim sogenannten CTL-Verfahren wird in einem aufwendigen chemischen Prozess Kohle in Kraftstoff wie z.B. Benzin oder Diesel umgewandelt. Das Arckaringa Projekt soll in einem Joint Venture zusammen mit der in London gelisteten Altona Energy Plc in Südaustralien betrieben werden. CNOOC wird 51% halten. Es sollen jährlich 10 Mio. Barrel Destillat hergestellt werden. Die Erforschungsarbeiten, welche demnächst beginnen sollen, werden voraussichtlich 12 bis 15 Monate beanspruchen.


Mit "Erforschungsarbeiten" scheint die BFS gemeint zu sein.
Freundliche Grüße
supernova

[uullii]

hey mates,

der Börsentag 10. Juni hat Freude gemacht, leider nich ALTONA,

es werden wohl in den nächsten Tagen die allerletzten " zittrigen Hände " rausgeschüttelt, bevor es mal wieder um täglich bis zu 10 - 20 % nach oben geht.

Es sind wohl zu viele DAYTRADER hier in dem Wert, der zeitweise die schnelle Kohle bringt.

Wir sind seit mehr als zwei Jahre dabei und hoffen der NAV von ca. 80 BPC wird in den nächsten 3-4 Jahren als Börsen wert realisiert.

stay cool

UHU

[Rohstoffinvestor]

Ich mache mir keine Sorgen um Altona und bleibe als Langzeitinvestor erhalten ......

[supernova1712]

http://www.lse.co.uk/ShareChat.asp?page=1&ShareTicker=ANR

June 16, 2010

Altona Energy Says Its Coal- To-Liquids Project In Australia Is De-Risked Following Foreign Investment Board Approval To Take On A Chinese Partner

When we met Chris Lambert the Chairman of Altona Energy, an UK AIM listed, Australia based company involved in a coal-to-liquids scheme in South Australia, he said: “We no longer have a project we now have a business”. That simple phrase covered quite a lot of achievement in a comparatively short space of time.

Chris was in London again recently and we asked him what was new. A number of developments have taken place in the past five months. For one thing the shares motored up to from about 8p to 20p before falling back to around 12p on profit taking. For another the Chinese farm-in partner to the project has been able to show through its feasibility study that the end product could amount to considerably more than the 10 million barrels of oil products a year originally envisaged in Altona’s own pre-feasibility study.

But the key event since last January took place on June 1 in Australia. Following this Chris was able to say “Last time we met I told you we had a business rather than a process. Well, now I can tell you we have a de-risked business.”

But let’s begin at the beginning. When Altona first started out to create a huge coal-to- liquids business five years ago, it seemed to be a very long shot indeed that this small company would bring it off; at least within any reasonable time-frame. Yes, the company had secured a very large coal resource when, at modest price, it bought 100 per cent of three exploration licences at the Arckaringa Basin in South Australia ( EL 3360,3361,3362) These permits are thought to contain coal deposits estimated at 7.8 billion tonnes (non-Jorc)

This really is huge. According to the BP statistical Review, the North Sea’s oil and gas fields have remaining proven reserves of 10,900 barrels of oil and 114,800 bcf of natural gas. The Arckaringa leases according to research by Altona from Jacob’s Engineering contain an estimated energy equivalent of 18,800 million barrels of oil equivalent or 109,000 bcf of gas equivalent.

But we have long known that Australia has huge untapped deposits of coal. The difficulty is how to exploit them. Australia, with a small domestic market, always has been bedevilled by the tyranny of distance in delivering oil gas and coal products both internally and for export. In any event even market conditions were more favourable how would a small company with a market cap of around £50 million bring a scheme estimated to cost between US$3 to US$4 billion to fruition. Australia has always been a bit fussy in who it allows in as foreign investors.

Sceptics however reckoned without the economic awakening of China. The effect its voracious appetite for imports of raw materials has had on prices has been well attested. But the growing economic strength of China and its concerns about energy security have also seen its national companies buy oil, gas coal and other raw materials assets wherever it could find them, in Africa, Asia and the Middle East.

Before Christmas 2009 Altona announced that after a year of protracted negotiation and lots of due diligence it signed a joint venture (JV) agreement with CNOOC New Energy Investment. CNOOC is one of the three largest oil and gas companies in the Peoples Republic of China. Altona has found a big partner with the reputation and funding to get some real impetus behind the CTL idea. More than that CNOOC has proven expertise in Coal-to-Liquid technology.

Under the agreement the first stage of involvement has been for CNOOC NEI to fund a Bankable Feasibility Study (BFS) – at a cost of US$45-US$50 million for a 10Mtpa coal mine providing the raw material for 10 million barrels a year plant with a 560 MW co-generation power facility. CNOOC – NEI in return gets a 51 per cent in the project (potentially rising to 70 per cent).

The two groups agreed to work together in raising funding for development. But if CNOOC gets impatient with this process it will procure the provision of debt funding for both parties. Altona’s market cap is still modest and it will have to contribute an equity slice. But this is at least two years away and it is quite possible that the equity will account for a small part of the funding and Altona’s rating should be higher by then.

Chris confirms that the BFS has been underway for some time. The concern was that all the work done here could be in vain if the Foreign Investment Review Board of Australia vetoed the whole project. This was thought to be not impossible because the FIRB is known to be sensitive about the idea of foreign ownership of its natural resources. This includes companies taking a 51 per cent stake in ventures

On June 1 however CNOOC NEI was told that the FIRB announced that there is no objection under Australia’s Foreign Investment Policy for its participation in the establishment of the Arckaringa Unincorporated Joint Venture. This means that the BFS can carry on with its work. It also signifies what Chris means when he says the project, or the business as we must now call it, is d-risked.

As things stand the basic process being looked at involves two major stages, gasification to produce synthetic gas rich in hydrogen and carbon. There is then a liquefaction stage whereby the Syngas is reacted over a catalyst based on the Fisher-Tropsch synthesis process first used by Germany during World War Two and later adopted by South Africa’s Gasol to produce ultra clean products such as diesel, naptha, and other fuels. The CTL is a good example of clean coal technology as there is a clean up process – the associated combined cycle units produce negligible sulphur oxides, significantly less nitrogen oxides and a 10-20 per cent less CO2 per unit of power generated than a conventional coal fired plant, whilst carbon capture and storage offers the potential to reduce the overall greenhouse emissions to below the “well-to-wheel” levels of fuels derived from crude oil.

This is what you might call plan “A” the idea was that the processes would deliver 10 million barrels of oil products a year as well as a 560 MW project of co-generation power for sale.

However, in the course of trying to establish costs and value through the BFS, the CNOOC NEI has found that a number of other products could be forthcoming apart from the naphtha, diesel, jet fuel and wax from the Fischer-Tropsch synthesis. These include oxygen, nitrogen, Argon, carbon dioxide from the gasification plan. From a combined cycle there could also chemical production including fertilizer (Ammonia, Urea and Ammonium Nitrate), methanol and ethanol.

According to Chris this could add 50 per cent by value to the end product, say, the equivalent of 15 million barrels of oil products a year.
All figures are tentative at this stage, but Edison Investment Research has worked out that if Plan “A” is adopted, namely if the 10 million barrels of fuel products are produced and 540 MW of power is achieved in three four years time then assuming a distillate price of US$ 100 a barrel and a wholesale price of US$30 a MWh and gross unit cash costs of production of US$35 a barrel the Arckaringa CTL operation has the potential to produce free cash flow of US$593 million per annum. This produces a project NPV of US$1.6 billion (discounting at 10 per cent over 20 years and after netting off capital expenditure of US$3.4 billion). Altona’s likely 30 per cent interest would then equate to US$ 1.32, A$1.45 or £0.80 a share at current prices (against a current 12p).

Chris says with all the green lights in its our favour after the Investment Board decision Altona now just has to get on with the job and do the work.
…….
...appeared at oilbarrel.com, has also been picked up by a site called Fertilizer Europe (www.efma.org). Hope some investor sites pick it up too since it has some good information.

I have to point out that there is a mistake in the article. They incorrectly state that the South African company currently doing CTL is called Gasol. The correct name is Sasol. (www.sasol.com)

In the article they seem to be bouncing around the same conservative revenue numbers that have been posted in previous presentations. Which I think is good, for these type of projects it is better to go along with conservative numbers and then hope the future market conditions provides for higher revenues. Even using those conservative numbers, it makes ANR's future look very promising.



Und noch ein Kommentar zu obigem Artikel aus dem Oilbarrel:

wonderful article! This really is a true gem of a share, and is sooo undervalued. I have every bit of confidence that this will see a massive re-rating very soon into the high 20s/low 30s before finding a solid base. It is unbelievable that this is still priced as a junior explorer, when in fact they have found HUGE reserves, have a global oil giant funding them and have a fantastic business plan moving forward, with potential for 100p plus in the not too distant future. The only thing holding them back is time scale till the power station is built (although I think the shares will rise considerably in anticipation of that) and PR, which I don't doubt they will rectify.

This share is the best I have ever invested in - and I was an AIM broker for years - so that's saying something. I'm am continuing to stake build, and think this price is an amazing buying opp. GL all!


Meine Meinung:

Die Tatsache, dass Altona „nur“ eine AIM-Aktie ist, hält sicher viele davon ab, sich näher mit der Firma zu beschäftigen. Ich könnte mir aber vorstellen, dass mit dem Näherrücken der CTL- und Stromproduktion per Saldo noch einige heftige Kursschübe nach oben kommen werden – vorausgesetzt alles bleibt im Plan.

Das einzige, worüber ich mir Gedanken mache:

Altona und CNOOC, das ist für mich die Maus, die mit einem Elefanten Rock n Roll tanzt!
Wenn da mal ein einziger Tanzschritt nicht passt...

Eure Meinung?


Freundliche Grüße
supernova

[supernova1712]

Altona Chairman Chris Lambert said, "The fact that the ceremonial signing was witnessed by China's Vice President and Australia's Prime Minister, along with the President of CNOOC and South Australia's Minister for Trade and Industry, underpins the commitment being made by China and Australia to the long-term success of this project.

Ganzer Artikel:
http://www.investegate.co.uk/Article.aspx?id=201006220700059…

In addition to the Altona and CNOOC-NEIA teams, the following senior figures attended the signing of the JV Agreement in Canberra:

Vice President of the People's Republic of China - Mr. Xi Jinping

Prime Minister of Australia - Hon. Kevin Rudd

President of CNOOC - Mr. Fu Chengyu

Vice President of CNOOC-New Energy Investment - Mr. Chen Zhuobiao

Minister for Industry & Trade, South Australia - Hon. Tom Koutsantonis M.P.

Chief Executive of Department of Trade & Economic Development ('DTED'), SA - Mr. Lachlan Bruce

Executive Director, International Market Development, DTED - Mr. David Litchfield

Senior Investment Manager, International Market Development, DTED -

Ms. Ying Walker


Wie würdet Ihr eine Veranstaltung bewerten, bei der so viel "Lametta" anwesend ist?
Mal sehen, bis wann der Markt merkt, was hier entsteht!


Freundliche Grüße
supernova

[Looe]

Antwort auf Beitrag Nr.: 39.718.189 von supernova1712 am 22.06.10 09:59:30

Wie würdet Ihr eine Veranstaltung bewerten, bei der so viel "Lametta" anwesend ist?

Eine derartige Veranstaltung würden wir als recht interessant bewerten, vorausgesetzt, daß es sich nicht nur um "Weihnachtsmänner" handelt.

Gruß Looe

[dibre2]

Antwort auf Beitrag Nr.: 39.723.154 von Looe am 22.06.10 23:42:34

Also ich weiß ja nicht was du gegen Weihnachtsmänner hast, aber bei mir sind das die welche immer die großen Geschenke bringen.

Aber gut bis Weihnachten ist es halt auch noch ein Weilchen.

Gruß Dirk

[Looe]

Antwort auf Beitrag Nr.: 39.723.433 von dibre2 am 23.06.10 07:39:44

vorausgesetzt, daß es sich nicht nur um "Weihnachtsmänner" handelt, die das Lametta nur zur Show tragen, möchte ich noch ergänzen.


Na, dann warten wir mal bis Weihnachten, ist ja nicht mehr so lange hin. Werde auf meinen Wunschzettel 0,50 E schreiben

[XIO]

Arckaringa Project Update

http://www.advfn.com/p.php?pid=nmona&article=43644761


...und es geht weiter

[supernova1712]

Heute kam der erste Newsletter von Altona.
Meldet euch ggf. auf der Altona-HP an.

Freundliche Grüße
supernova

P.S.: Altona hat ein Herz für Tiere!


Chairman’s message
This is the first of an ongoing series of e-newsletters which Altona will produce to keep interested parties informed about the company’s activities, with the focus on the Arckaringa coal-to-liquids project in the far north of South Australia.
The newsletters will detail milestone events and also provide background on the day to day activities and, from time to time, profile some of the people behind the scenes.
We commence this series at a very important time for Altona and the Arckaringa project and of course, the most recent and most important news is the approval of Australia’s Foreign Investment Review Board for the joint venture with China National Offshore Oil Corporation – New Energy International(Australia) Pty Ltd (CNOOC-NEIA). This agreement was signed formally at a ceremony in Canberra witnessed by the then Australian Prime Minister, Hon. Kevin Rudd,and the Vice President of the People’s Republic of China, Mr. Xi Jinping. More details on this important event are included in this newsletter.
This was a critical milestone on the pathway to commencing the all-important Bankable Feasibility Study. We will also be opening a joint venture office in Adelaide in coming weeks to manage all aspects of the BFS.
Other recent milestones have included:
· Formation by our JV partner, China National Offshore Oil Corporation, of an Australian entity, CNOOC – New Energy International (Australia) Pty Ltd (CNOOC-NEIA)
· Formal signing of the Unincorporated Evaluation Joint Venture (UEJV) Agreement between Arckaringa Energy and CNOOC-NEIA
· Successful capital raising by Altona to cover operating expenses during the forthcoming BFS
· A visit to the Arckaringa site by Executives from CNOOC-NEIA and Altona
· Extension of the term of our Arckaringa Basin Exploration Licences and South Australian Ministerial approval for the transfer of a 51% interest in the EL’s to CNOOC-NEIA under the UEJV Agreement.
Forthcoming milestones will include the ratification by both parties, as required by the UEJV Agreement, and the announcement of the world class project engineering company which will manage the BFS.
Clearly these are exciting times for Altona which is why it is appropriate to commence these e-newsletters now. The format will be to headline the story, with a link to those wanting more detail on any topic.
Additional information is always available on our website, www.altonaenergy.com
I trust you find the newsletter useful and I welcome your feedback on this initiative, and our project.
Chris Lambert
Chairman, London, July 2010

Delegates taste the Great Outdoors
Kangaroos loping through the dusk, plate-sized steaks sizzling on an outdoor barbecue, then a myriad of stars set in blacker than black skies, the Australian outback couldn’t be more different from Shanghai or Beijing.
And CNOOC delegates discovered this first hand recently with a visit to Arckaringa staying at a cattle station of staggering proportions, 2745 sq km. For UK readers, that’s roughly half-way between the size of Gloucestershire and Lancashire.
CNOOC’s Cindy Shi, Commercial and Procurement Specialist, CNOOC New Energy Investment Co Ltd; Victor Li, Managing Director, CNOOC New Energy International (Australia) Pty Ltd; and Tony Ji, Project Administrative Management, CNOOC New Energy Investment Co Ltd were accompanied by Altona’s Managing Director, Chris Schrape, and Public Affairs manager, Stephen Marlow and treated to outback hospitality during their stay with station owners Patrick and Stephanie Williams.
Arckaringa station, 115km north west of Coober Pedy and 85 km south west of Oodnadatta in the heart of the Australian outback, has been in the Williams family for many years and is one of five they own, altogether running 20,000 head of cattle. Once regarded as being isolated, these stations are beginning to attract an influx of visitors as the Australian outback opens up more to adventurers and the mining industry.
These iconic Australian properties (some can be larger than a European country) are typically vast undulated rocky plains and tablelands, much like a lunar landscape, heightening their sense of isolation. Arckaringa Station relies on sporadic rainfall to generate the growth of plants and grasses on which the stock (2100 cattle) graze. The rain also fills dams, waterholes and creeks to provide drinking water for stock and the family. But it’s a harsh climate and droughts lasting several years have to be factored into the business plan.
The Station is emerging from its history in pastoral living and arid land farming to embrace tourism and is fast gaining reputation for providing a homely stay with quality meals and accommodation ranging from basic campsites to air-conditioned cabins.
“We treat our guests like family and most times they join in with the barbecuing and we all sit down to eat together in the kitchen,” Stephanie said.
“People love to hear about the bush and we love to hear their stories – wherever in the world they come from. And I’m starting to get used to a convoy of 4WDs turning up at sundown asking if we have any campsites left and whether the showers are running hot. It means it’s time to fire up the barbie and pull out some more steaks!”


Top level support for the Arckaringa Project
As is mentioned in the Chairman’s Letter on page one, a major milestone was achieved in June with the ceremonial signing of the Arckaringa Unincorporated Evaluation Joint Venture at Parliament House in Canberra, in the presence of Mr. Xi Jinping, the visiting Vice President of the People’s Republic of China, the then Prime Minister of Australia, Hon. Kevin Rudd, and South Australia’s Minister for Trade and Industry, Mr. Tom Koutsantonis.
The attendance of China’s Vice President at the signing formed part of his official State visit to Australia, and included his witnessing of agreements which were selected as prime examples of the expanding economic partnership between Chinese and Australian commercial interests.
The inclusion of the Altona-CNOOC JV Agreement in this milestone ceremonial signing follows the announcement on 1 June 2010 confirming that the Australian Foreign Investment Review Board had no objection to the JV under Australia’s Foreign Investment Policy.
The JV Agreement was formally signed by Mr. Fu Chengyu, the President of CNOOC and Mr. Chris Lambert, Chairman of Altona. The Vice President of the People’s Republic of China and the Prime Minister of Australia were joined at the Altona-CNOOC Canberra signing by State and Federal Government Officials, senior industry representatives from China and Australia, including the JV team.
Altona Chairman Chris Lambert said, “The fact that the ceremonial signing was witnessed by China’s Vice President and Australia’s Prime Minister, along with the President of CNOOC and South Australia’s Minister for Trade and Industry, underpins the commitment being made by China and Australia to the long-term success of this project”.
For further details go to www.londonstockexchange.com/exchange/prices-and-news/news/market-news/market-news-detail.html?announcementId=10542014

South Australia shows confidence in leader
March this year saw the re-election of the South Australian Labor government, led by Premier Mike Rann, for its third four-year term. Mr. Rann has a track record for particular focus on expanding the mining, defence, education and service sectors and has positioned SA for strong economic growth in coming years.
A significant factor in that buoyant economic outlook is the continuing expansion of the State’s mining industry. SA possesses world-class mineral deposits, including almost 40 per cent of the world’s recoverable uranium deposits.
This government has been working to create a climate of certainty for long-term investors in the mining sector, with mineral exploration expenditure exceeding A$220 million in 2008/09. Mineral exports reached A$2.7 billion in the same year and now are the State’s largest export category, accounting for 29 per cent of total merchandise export value. As a key minerals supplier, the State has almost 40% of the world’s known recoverable uranium reserves and significant volumes of copper, gold, silver, coal, gas and iron ore.
Mr Rann has also focused on establishing South Australia as a national leader in sustainable energy and the State generates 43 per cent of Australia’s grid-connected wind capacity.
It’s a State where the resources sector enjoys strong Government support and is recognised internationally for its very low sovereign risk.
South Australia has strong reputation as a cultural and social hub, its capital city of Adelaide being dubbed The Festival City and boasting a high concentration of cultural attractions, galleries and museums, The Adelaide and Fringe Festivals and WOMAD. Its tourism industry turns over about $4.3 billion a year and employs 50,000 people.
Other major drawcards include the State’s wine regions, its rugged outback, unspoilt coastline and the beautiful climate. The Tour Down Under is a standout international cycling event contributing around $39 million to the State’s economy and attracting more than 36,000 interstate and international visitors.

Dine, Wine and Mine in SA
You wouldn’t expect to see Food and Wine under the same banner as Mining. Yet in South Australia they have been linked as part of a cross-promotion by the State Government’s Department of Primary Industries and Resources (PIRSA).
Food-Mine-Wine was launched at the State’s Resources and Energy Investment Conference in May. It capitalizes on PIRSA Minerals and Resources Group’s (MRG) access to large investors, in a bid to educate them about the wealth of investment opportunities across all aspects of South Australia’s food, mining and wine industries.
Though utterly diverse in operation, these industries are connected by a mutual reliance on the earth, and are all key sectors for the South Australia’s economy. The ingenious union is representative of South Australia’s affinity with the land and the State’s natural abundance.
MRG has a pivotal role in supporting mining exploration and the development of new mines throughout SA and is involved in a number of mining industry events as a stakeholder, sponsor and host. The group will take its Food-Mine-Wine campaign internationally where it will gain huge exposure in mining strongholds such as China and Canada.
Home to the wines as diverse as top of the range, world-famous Penfolds Grange and the ever-popular Jacobs Creek and Yellowtail, the State’s exuberant wine sector produces 64 per cent of the nation’s wine exports (A$1.6 billion last year). Australia is the largest New World wine exporter and fourth in the world after France, Italy and Spain, with key export markets including the UK, USA, Canada, Netherlands, New Zealand and China.
Agricultural and wine industries in South Australia contribute in excess of A$5 billion production value and more than double this in value adding to the economy of the state. The food sector is also one of SA’s largest industries with A$2.38 billion in exports for 08/09.
PIRSA CEO Geoff Knight was at the conference and was happy to send industry guests away with a fantastic bottle of SA wine.
“If you get overseas guests here for a three day conference, they’re going to eat and drink, so why not use it as an opportunity to showcase all of PIRSA’s commodities,” he said.

Digest of events
Management focus during the year to date has largely rested with finalising the joint venture agreement with CNOOC-NEIA and associated activities involving requirements of the Australian and South Australian Governments.
But the management team has also been active in promoting and explaining the company and the Arckaringa project to numerous groups and communities.
These events have included:
· A presentation and booth at the South Australian Resources and Energy Investment Conference in Adelaide. This is the major annual industry investment event in South Australia and attracts a national and international audience.
· Presentation to the South Australian Arid Lands Natural Resources Management Board, the peak body representing environmental interests in the outback.
· Presentation to the Great Artesian Basin Coordinating Committee,
the peak body representing artesian water management in the outback.


Oodnadatta Bronco Branding

Altona was one of the major sponsors of this month’s Oodnadatta Bronco Branding and Campdraft contest – one of the iconic events of the Australian outback which draws a crowd from hundreds of kilometres around for a day resembling Wild West action.

Wide-brimmed Akubra hats, boots and spurs were the order of the day as professionals from outback stations and junior novices showed their skills in horsemanship(and horsewomanship!), roping, branding and steer riding. Despite being mid-winter the weather was perfect for the event, full sun with just a touch of crispness.

For Altona, the sponsorship brought the company into contact with people from far-flung properties who have a keen interest in the Arckaringa proposal. Managing Director Chris Schrape, Public Affairs Manager Stephen Marlow and Senior Project Manager Richard Horton were kept busy throughout the day explaining the company and the project and found a very positive response.

Altona’s sponsored event was the Novice Campdraft, which involves a rider selecting a young steer from a group assembled in a holding yard, manoeuvring it out of the yard into an open field and then attempting to guide it through a series of gates. It’s a real test for both the rider and his/her horse and the eventual winner was Corey Ferguson, a jackaroo who works on a number of local stations.

And for the record – the ‘branding’ is done with paint – there are no red-hot irons!

[XIO]

keine news seit ner weile... der kurs schläft ein in london.

[putzig]

Antwort auf Beitrag Nr.: 40.084.412 von XIO am 01.09.10 19:46:52

der kurs schläft ein in london.

kackt ab wäre direkter ausgedrückt.

[XIO]

Antwort auf Beitrag Nr.: 40.084.617 von putzig am 01.09.10 20:15:41

Falsche Schlussfolgerung, denn dazu passt das Volumen nicht




es haben die Spielmätze verkauft, denen es zu lange dauert und welche die Kohle brauchen
fundamental hat sich nix geändert

[I-Ron]

Antwort auf Beitrag Nr.: 40.084.681 von XIO am 01.09.10 20:27:40

Sehe ich genau so wie XIO.

Natürlich "hätte" ich auch bei einem kleinen Trade (Verkauf bei 20; Rückkauf unter 10 bei Handel an der LSE) gerne ein wenig Geld verdient, aber in der Rückschau ist man immer schlauer und beim nächsten Mal (ohne die Zukunft zu kennen) werde ich mich wohl wieder gleich verhalten und die Aktie einfach im Depot liegen lassen. Denn wie XIO aufzeigt, hat sich nur ein wie auch immer initialisierter "Push" wieder in Luft aufgelöst. Die Volumen sprechen eigentlich Bände.

Das "Fleisch am Knochen" hat für mich gar nicht geändert. Status und Aussicht sind (mindestens aus meiner Sicht) unverändert. Die grosse JV-Signing Zeremonie ist wohl einfach so resp. war noch ein guter PR-trächtiger Event für den nun abgesetzten PM Kevin Rudd.

Was mich ein wenig ärgert ist folgender Punkt:
Seit über einem Jahr will Altona den Lead-Study-Engineer (oder wie sie das bezeichnen) bekannt geben - wurde immer wieder als Info vertröstet. Aber eigentlich passiert hier überhaupt nichts; mindestens kommt keine Info. Haben da die CNOOC-NEI Verantlichen eine andere Idee oder was geht hier ab? Irgendwie hätte ich vom Mgmt hier schon eine Klärung erwartet - oder habe ich die Info einfach irgendwo übersehen?

Auf alle Fälle stimmt für mich die Investmentstory nach wie vor (mache schon länger die Leiden und Freuden der Kurskapriolen mit) und da ich kein Trader bin und auch nichts davon verstehe, da bleiben die Aktien wie schon gesagt einfach weiterhin im Depot liegen.

Hoffe natürlich, dass in geregelten Abständen weitere News zum Projektverlauf kommen und diese in die von uns erhoffte Richtung gehen. Dann (vorausgesetzt das gesamte Börsenumfeld stimmt einigermassen) wird auch die Altona Energy Aktie ihren Weg mit dem bekannten Auf-/Ab-Zickzackmuster gehen.

[I-Ron]

News vom 14.9.10:
http://www.altonaenergy.com/pdfs/SA%20Reinforces%20Mining%20…

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 40.178.622 von I-Ron am 20.09.10 15:54:39

Jahresende naht - vielleicht schon bald die BFS.
Heute schon mal erste größere Umsätze. Könnte wieder gegen 20p laufen .....

[Rohstoffinvestor]

1 Trade heute fällt besonders auf ? 6,50 P ?

22.09. 13:55 /6,50/ 3.595.480 Stk

Was das wohl war ?

[I-Ron]

Antwort auf Beitrag Nr.: 40.192.700 von Rohstoffinvestor am 22.09.10 15:44:53

Habe sogar 2x denselben Umsatz gesehen:
- 12:55:36
- 12:55:42
jeweils 3'595'480 Stk. zu 6.50.

Schaut man den Chart an, dann war das irgendein Ausreisser (was das auch immer zu bedeuten hat). Aber danach ging ziemlich schnell die Post ab und das ohne News. Zur Zeit stehen wir auf 10.0. Das heisst +23% bei >11 Mio Stk. gehandelt.

Naja, XIO hatte ja letzthin ein Chart beim Abverkauf mit Mini-Volumen von 20.0 auf ca. 8.0 über "wochenlanges Leiden" eingestellt. Wie schon damals sage ich: es hat sich nichts geändert, es gibt keine News (mindestens für Nicht-Insider) und auf einmal regt sich das Volumen und der Kurs wieder. Das soll mal einer verstehen - ich auf alle Fälle nicht. Darum einfach investiert bleiben (rein meine Sicht), solange die Story nicht geändert hat und der Dinge harren die da kommen - natürlich mit Blick auf ein hoffentlich gutes Ende resp. eine gute Zukunft.

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 40.193.156 von I-Ron am 22.09.10 16:28:38

Ja das sehe ich auch so - die Aktie ist fast widerstandslos gesunken.
Ich denke heute sind keine Kleinanleger am Werk.
Dann hoffen wir auf die ersehnten Nachrichten (BFS) bis Ende Jahr.
Dann sollten die 20p ja doch überschritten werden.....
Mittelfristig bei Produktion in Sicht sollten sich doch 60p ausgehen.
Meine Meinung .....

[timezone]

Die Umverteilung läuft ja hier auf Hochtouren. Gestern haben sie bei steigenden Kursen alles aus dem Ask gekauft bis 0,11 und heute sammeln sie unten wieder ein. Übrigens denke ich das der Anstieg gestern inzeniert war.

Die frustrierten Trader, die gedacht haben sie können hier gross absahnen verkaufen wieder.

Für mich immer wieder ein Zeichen, das man hier nichts falsch machen kann. Das ist alles so durchschaubar geworden.

Die Market Maker sind inzwischen die grössten Ver...und der dumme Kleinanleger lässt sich immer wieder abzocken. Nachkaufen abwarten.

[supernova1712]

http://www.australianminesatlas.gov.au/aimr/commodity/coal_t…

Internetseite der australischen Regierung zu Coal to Liquids und Underground Coal Gasification mit namentlicher Erwähnung zahlreicher Firmen, unter anderem auch diese:

Altona Energy plc: The Arckaringa Project requires a 10 million tonnes per annum (Mtpa) open-cut mine at the Wintinna coal deposit in South Australia. The coal is feedstock for a 10 million barrels per annum CTL plant and a 560 megawatts (MW) cogeneration power plant.

Freundliche Grüße
supernova

[supernova1712]

Wieder ein paar interessante Links:

http://www.investorschronicle.co.uk/Tips/Buy/TipsOfTheWeek/a…

Chinese deal de-risks Altona
Created: 13 May 2010
Written by: Martin Li
BULL POINTS:
■ Huge coal resource
■ Joint venture removes financing risk
■ Unmet local demand and export potential
■ Wide range of product possibilities
BEAR POINTS:
■ No revenues yet
■ Value will take several years to realise
…

+

http://www.iii.co.uk/investment/detail/?display=discussion&c…
Author peakyblack Date posted Tuesday 22:51
Subject Some points to consider in your research...


Reasons the Project will Succeed

• Pre feasibility completed- Provided validity for the Project and caught the interest for the Chinese in Tongjiang and then CNOOC as introduction

• Bankable Feasability Study funded by CNOOC - A$ 40mn to be released by CNOOC. Study engineer being ratified by CNOOC, but work schedules being drawn up pending the approval.

• Huge backing in CNOOC, Altona’s JV partner- 3rd largest Chinese national energy company. They will arrange all debt funding if decide to fast track in exchange for 70% of project. They have proven experience in CTL and have massive experience in projects of this size

• Global Carbon Capture and Storage Institute - Foundation member. All Environmental issues being addressed at highest level

• Backed by Aussie Government – In principal and through Foreign Investment board approval of project. They have recognised the absolute necessity of this project for the future of South Australia.

• Region is Politically and Economically stable – Critical for success of long life, high cap projects. Gov’t is highly supportive and has been integral in the process up to now

• Management team hold large stake and options- 5.5% shs rising to 12.75% upon exercise of in the money options. They have a vested interest in minimal dilution to their stake

• Massive Resource- 7.8bn tonnes of coal, equivalent of 7.8bn barrels of oil (1.3bn tonnes JORC compliant). The output from this is equivalent to 30% of North sea proven oil and gas reserves. Huge!

• Base Case- 10.9mn tonnes of coal mined and converted to 10.9mn barrels of diesel and 500MW of power and other products. (See below)

• Further Products - Commercial Sulphur, chemical feedstocks, such as Naptha and Nitrogen to industry. CO2 for sequestration or sale. Argon, fertiliser (ammonia urea and ammonium nitrate, methanol and ethanol – THESE COULD ADD 50% VALUE TO THE END PRODUCT EQUIVALENT OF 15MN BBL

• Slag for for construction

• Water to region from mine dewatering and plant processes

• Project highly Scalable – Can be built and expanded in 5MBPA Modular phases, either sequentially or in combination

• Existing Infrastructure in the region – Darwin to Adelaide rail 60km West of Wintinna deposit as is Stuart highway. The other deposits lie directly on the road and rail. This means all equipment can be brought in easily and products can be moved out. Very Important

• Terrain is flat- 120-150m above sea level. Strata are also flat

• Overburden only 140m - The Coal seams are aquifers so abundant water for project and much needed local supply.

• S Australia energy requirements- 70% of Australia refinery crude satisfied by imports, more acute in S. Australia as the only state without a refinery. Also 1/3rd of diesel consumed is accounted for by imports, 52% of that from Singapore

• Power Shortage- Reserve margin in Victoria and SA expected to fall below 15% within 7 years. SA needs the power from this project. CTL is 20% cleaner than the current coal fired power station at Port Augusta in SA. Also suffers power shortage, which will be worse if the many other mining developments go ahead (eg the huge Olympic dam expansion $20b).

http://www.miningweekly.com/article/bhp-billiton-olympic-dam…

• SA is booming -After 15 years of tough economic times fueled by resource sector

• Job creation – 780 directly and 2000 indirectly

• Major development status expected

• Coal in ground consistent with most lowly rated junior coal exploration companies worldwide. Upside of project valued at zero.

• Large Cap costs offset by very large revenue streams

• CTL using Fischer-Tropsch method is proven - See Sasol in South Africa which provides 30% of S. Africa fuel and power
http://www.mediaclubsouthafrica.com/index.php?option=com_con…

• S Aus diesel currently AUD 108/bbl circa $100 bbl. Sasol averages $311 bbl demonstrating potential upside for Altona/CNOOC in focussing on higher value products

• At current landed diesel prices value of Wintinna JORC coal asset is USD 100 bn

• S A wholesale electricity price forecast in 2020 from AUD$79-200Mw/h


• Likely to get taken out before development at huge premium to current share price by a major

• 6Kenny is much less depressing when the share price is rising


Reasons Not to Succeed

• Cap costs of $35 per barrel- Oil/power price needs to exceed this at production

• 5 years to production- So Macro, political (diesel tax regime and emission trading details), diplomatic (Although FIRB have approved), environmental perception, technical, local (Abo’s and Ackaringa cattle station), financial risks, much of which negated by arrival of CNOOC

• Large Capital Costs of Plant - $3.2bn for mine and base case plant

• Coal seems are aquifers - Groundwater management must be dealt with before allowed to procees

• Emissions Trading Scheme imminent – Could have affects on viability of project. Implied cost of carbon pollution and it’s price key to viability

• Co2 sequestration solution- Must be validated before allowed to proceed

• BFS completed circa end 2011 - Plant to take 4.5 years to build after that


Why is The Share Price so low?

• Disbelief that such a small company could take on such a massive project

• Current market cap £42mn values JORC coal in ground at 4.7 cents per tonne or 0.7 cents including non-Jorc. This compares with 64 cents for coal companies (although coal is not same quality/energy level) – The current market cap is easily underpinned by the size of the deposits.

• Off the radar for most institutions at current stage

• Private Investors are looking for quicker return on equity

• Relatively long time line to Production, BFS progress will throw the company into the limelight. As the project starts to become a reality a huge rerating will occur.

Key RNS
19th July 2010

- 51% transfer to CNOOC completed

- Study engineer (SE) being ratified by CNOOC, meanwhile detailed work programmes and budgets are being finalised with the SE

-Licenses renewed at nominal cash (A$700K)

1st June 2010 - FIRB approval. BFS go ahead, expected 12-15 months

20th April 2010 - JV formally signed – BFS figure agreed at A $40mn

-Stage 1 A$12mn- Project to develop coal mine+ pre feasibility for one other value added project, ie CTL, SNG and integrated power gen project.

-Stage 2 A$28mn- Completion of BFS in respect of projects identified in Stage 1 to allow both parties to procure debt funding for cost of projects

- Worlds leading project engineering firms selected as stugy engineer. Appointment to be announced imminently

-JV to accelerate progress with plans for 2010
1) JV office in Adelaide
2) Commencement of BFS
3) Key stage 1 work studies to underpin follow up engineering of coal conversion plant, including key mine planning, groundwater engineering and environmental studies

+

Eine Sorge, die mich aber dennoch umtreibt, ist folgende:

Wie hoch schätzt Ihr das Risiko ein, dass die „Maus“ Altona irgendwann vom „Elefanten“ CNOOC zertreten wird?
Bitte nur seriöse Antworten!

Freundliche Grüße
supernova

[I-Ron]

ein paar News
http://www.asx.com.au/asxpdf/20101001/pdf/31swc2twnrt42y.pdf

[I-Ron]

Antwort auf Beitrag Nr.: 40.245.441 von I-Ron am 01.10.10 06:20:37

Sorry, falschen Thread erwischt (wohl noch zu früh ...)

[XIO]

Altona Energy Plc / Index: AIM / Epic: ANR / Sector: Exploration & Production
4 October 2010
Altona Energy Plc ('Altona' or 'the Company')
Commencement of BFS Work Programme

Altona Energy Plc, the AIM listed Australian based energy company, is pleased to
announce that, following the JV Committee meetings in Beijing in September 2010
and previous consultations, the JV between Altona's subsidiary Arckaringa Energy
and CNOOC-NEIA, a subsidiary of Chinese oil major China National Offshore Oil
Corporation, has unanimously approved the annual budget and work programme of
the Bankable Feasibility Study ('BFS') outlined below, which will see the
commencement of technical studies in the fourth quarter of 2010.

The JV has agreed that CNOOC-NEIA will manage and operate the BFS work programme
initially utilising its in-house technical resources, augmented by leading
specialised consultants and actively assisted by the Altona team. The first
stage of the BFS starting in the fourth quarter of 2010 is anticipated to last
12 months and has a budget of AU$12 million, after which the second stage, which
has a AU$28 million budget, will commence.

The approved work programme will include:
� detailed review of coal deposit geology and consideration of supplemental
drilling;
� groundwater investigation and verification;
� groundwater management research and design;
� environmental baseline studies;
� open cut coal mining methodology options; and
� product market research

The work under this work programme will form the basis for the detailed design
phase of the BFS covering mine design for an open cut mine and coal processing
options (including CTL and power) for the planned mining capacity of 15 mtpa and
a complete environmental management programme and approvals process.

Altona Chairman Chris Lambert said, "The decisions of the JV parties and the
agreement of the budget and work programme will enable CNOOC-NEIA to lead the
Arckaringa project forward. We are now moving from a conceptual and planning
phase into the exciting detailed evaluation and execution phase. The work going
forward is part of the structured approach required for a BFS on a large scale
clean coal conversion project."

[I-Ron]

Also vom "world-class leading engineer" ist nicht mehr viel übrig geblieben ...
Natürlich kann ich nicht beurteilen, was für Power die in-house Experten von CNOOC-NEI in ihrem "Rucksack" mitbringen.
12 Mio für die ersten 12 Monate; 28 für den 2. Teil BFS (wieviel Monate noch dazu?).
Der Markt ist ob der ?verlängerten? Dauer der BFS nicht eben hoch erfreut. Ich eigentlich auch nicht, denn ich hatte mir nun schon auch etwas mehr Tempo vorgestellt.

[Ikar]

sieht gut aus, mit 400k Sprung weiter gelaufen, da hat jemand keine Zeit

[supernova1712]

http://www.investegate.co.uk/Article.aspx?id=201010290700072…

29 October 2010
Final Results and Notice of Annual General Meeting


Freundliche Grüße
supernova

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 40.428.758 von supernova1712 am 01.11.10 15:11:07

Ja dauert halt noch etwas bei Altona - aber ich denke bis Q4 2011 wird der Kurs dann anziehen bevor er endgültig in Regionen über 20 - 30 GBP bleiben wird.
Vorausgesetzt die BFS ist natürlich positiv.

[larsuwe]

Ich werde Altona Energy auch auf meiner Liste setzen.Ist auf alle Fälle ei Interessantes Unternehmen .

[Ikar]

in London wird gekauft

[I-Ron]

Antwort auf Beitrag Nr.: 40.473.867 von Ikar am 08.11.10 11:56:24

... und (K)einer weiss wieso ...

[Ikar]

Antwort auf Beitrag Nr.: 40.475.802 von I-Ron am 08.11.10 17:14:02

sieh dir den Chart an, gute Unterstützungslinie

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 40.475.802 von I-Ron am 08.11.10 17:14:02

Sicher - weil Altona krass unterbewertet ist. Problem ist der Produktionsbeginn irgendwann in 2014. Solange will einfach keiner warten - aber 10 jährige Anleihen mit 3 % Minizins werden gekauft......
Ich behalte lieber meine Altona.

[I-Ron]

Antwort auf Beitrag Nr.: 40.475.854 von Ikar am 08.11.10 17:19:01

Hallo Ikar

Wenn du in der Chartanalyse resp. Technischen Analyse bewandert bist, dann wäre es natürlich super deine Überlegungen anhand eines Charts inkl. der entsprechenden Linien, etc. hier einzustellen.
So kann ich und allenfalls auch andere etwas lernen.

I-Ron

[Ikar]

Antwort auf Beitrag Nr.: 40.510.218 von I-Ron am 12.11.10 11:55:29

bin kein Spezi,
hab da trotzdem jetzt einfach was zusammengezimmert, was mir am 8.11 ins Auge stach.
die Ebene um 9 ist durch Volumen mehrfach unterstützt, der korridor zwischen 9 und 11 bietet sich für eine Seitwärtsbewegung an, eher noch 10 bis 11.
Durchbrechen wir allerdings die 11, lacht schwach die 12,5, aber noch stärker die 14 bis 15. Verbesserungsvorschläge erwünscht. Hab leider keine Bollingerbänder in dem Programm

[I-Ron]

Antwort auf Beitrag Nr.: 40.512.391 von Ikar am 12.11.10 15:35:31

Danke!
Jetzt sehe ich auch deine 9 als Unterstützung.
Bisher mehrfach als Widerstand seit 12/2009, nun als Unterstützung.
ok; ist ein Gebiet wo ich noch viel zu lernen habe (sprich Erfahungen sammeln).

[Ikar]

Antwort auf Beitrag Nr.: 40.512.474 von I-Ron am 12.11.10 15:43:24

geht mir genauso
ich bin zu dem Schluss kommen, Charttechnik ist nicht zu unterschätzen und in Punkto Konsequenz beim Anlegeverhalten eine Hilfe, wenn allerdings News mit im Spiel sind oder anstehen, sollte man sie nicht überbewerten.

[XIO]

Antwort auf Beitrag Nr.: 40.512.549 von Ikar am 12.11.10 15:50:43

Meine Mmeinung zu Charttechnik bei Junior-Rohstoffwerten: totaler Pfeffer, gepaart mit Zufallstrefffern, zurecht-gebastelten Vergangenheitsanalysen ohne fundamentalen Zusammenhang.... Esotherik

ich vertraue lieber harten Fakten:


9th November 2010 - Altona Energy - Evolution Securities
http://www.minesite.com/fileadmin/content/pdfs/Brokers_Notes…

[supernova1712]

Antwort auf Beitrag Nr.: 40.516.352 von XIO am 13.11.10 11:16:46

ich vertraue lieber harten Fakten

Ich auch.

Da wir hier vermutlich noch einige Zeit gemeinsam verbringen werden...

...könntest du gelegentlich mal bei einem Mod den Threadnamen auf

Altona Energy

ändern lassen?

Freundliche Grüße
supernova

[I-Ron]

Antwort auf Beitrag Nr.: 40.516.352 von XIO am 13.11.10 11:16:46

Danke für die Einstellung dieser interessanten Analyse.

Ich basiere meine Investments auch auf Fakten und/oder Erwartungshaltungen inkl. der Berücksichtigung von Chancen/Risiken. Deshalb bin ich auch schon seit einiger Zeit in Altona Energy investiert und bleibe dies auch auf absehbare Zeit, falls sich nicht grundlegend etwas zum Schlechten ändern wird.

Trotzdem glaube ich daran, dass auch bei Altona Energy der "Herdentrieb" und damit die Marktpsychologie funktioniert und mindestens kurz-/mittelfristige Trends (Wochen/Monate) inkl. der dazugehörigen Volumenanalyse aus den Charts gelesen werden können.
Sollte dies möglich sein -ich betone sollte-, dann ist Altona Energy auf Basis des aktuellen Wissens nicht nur ein sehr interessantes Long-Play, sondern kann parallel dazu auch zu ein paar Trades genutzt werden.

Ich sage aber ausdrücklich, dass ich mir solche Trades aktuell (noch) nicht zutraue und deshalb gerne auch Input zur Markttechnik von anderen Teilnehmern und aus anderen Quellen höre/lese. Was man damit macht ist wie bei allem immer und nur allein Sache des Einzelnen.

[XIO]

Antwort auf Beitrag Nr.: 40.517.621 von I-Ron am 13.11.10 20:53:45

>>>Sollte dies möglich sein -ich betone sollte-, dann ist Altona Energy auf Basis des aktuellen Wissens nicht nur ein sehr interessantes Long-Play, sondern kann parallel dazu auch zu ein paar Trades genutzt werden<<<

genau das macht man bei Rohstoff Juniors nicht... einmal nicht aufgepasst, und du bist raus und ärgerst dich schwarz.

Für sowas gibt es Hebelprodukte auf DAX & Co.. die rennen i.d.R. nicht an einem Tag 30% oder mehr weg

[XIO]

Re. Rentech and Solena Agreement



TIDMANR


Altona Energy PLC
16 November 2010

Altona Energy Plc / Index: AIM / Epic: ANR / Sector: Exploration & Production
16 November 2010
Altona Energy Plc ('Altona' or 'the Company')
Re Rentech and Solena Agreement

Altona Energy Plc, the AIM listed Australian based energy company, notes the
Letter of Intent, announced on 9 November 2010 between Solena Group, Inc.
('Solena'), a zero emission bioenergy company, and U.S. based clean energy
company Rentech, Inc. ('Rentech'), re the establishment of Europe's First
Commercial Scale Sustainable Jet Fuel Facility in the UK utilising Rentech's
Fischer-Tropsch synthetic fuel technology.

Rentech's technology, which is based on the Fischer-Tropsch process to create
syngas, is the base case technology applied by Jacobs Engineering UK Limited in
Altona's pre-feasibility study at the Company's 7.8 billion tonne Arckaringa
Project in South Australia. The Company believes that this agreement clearly
demonstrates the increasing demand dynamics for the production of syngas and
associated products, and therefore underpins the significant and rising
potential of the Arckaringa Project, where the coal is of a quality ideal for
conversion to syngas and high value fuels and chemical feedstocks. The current
base case for Arckaringa is a 10mb per year Coal to Liquid ('CTL') plant and
560MW co-generation power facility. A Bankable Feasibility Study is being
conducted with major Chinese oil company CNOOC to evaluate the multiple product
pipeline that is being considered at Arckaringa.

[larsuwe]

Heute ein schöner Anstieg an der Heimatbörse auf 12.

[uullii]

hey mates,

8:22 GMT fettes Brötchen !!

Time/Date Price Volume Trade value Type
08:22:15 11.38 4,350,000 494,812.50 O
08:21:52 11.35 40,000 4,540.00 O
08:14:37 11.45 65,000 7,442.50 O
08:12:53 11.25 50,000 5,625.00 O
08:11:12 11.42 4,252 485.58 O


stay cool UHU

[hobiewaters]

Wer den Newsletter nicht abonniert hat, hier den akt. Newsletter von Altona Energy, Nov. 2010:

Chairman’s message

Hello again and welcome to our second newsletter.
Since I last wrote to you, Altona has opened an office in Beijing to assist us in working closely with our partners, China Offshore Oil Corporation (CNOOC). And as this goes to press, preparations are underway for the establishment of our joint venture office in Adelaide.

Description: http://www.altonaenergy.com/email_images/nov2010/beijing.jpg

These two developments are indicative of the progress we have made over the past three or four months, and which is continuing apace.

Early in October, we announced that the annual budget and work program for the Bankable Feasibility Study had been agreed during the first Joint Venture Management Committee Meeting since formalising the joint venture agreement.

The approved work programme will include:
• detailed review of coal deposit geology and consideration of supplemental drilling;
• groundwater investigation and verification;
• groundwater management research and design;
• environmental baseline studies;
• open cut coal mining methodology options; and
• product market research.

At the JV Management Committee Meeting both CNOOC and Altona took the opportunity to reaffirm their firm commitment to the Arckaringa Project and agreed on a measured approach to move forward which will incorporate a review of the Pre Feasibility Study and a series of baseline activities to provide the project with the strong foundation which is so essential for its success. I am delighted with these outcomes and I am sure you will agree with me that these measures, which will further de-risk the Arckaringa Project and strengthen the confidence of both participants and regulators, will only be to the good in the long term.

At the same time we are, of course, continuing our program of engagement with Governments and local communities, which will also be crucial to the development of the project. This is a very focused approach, concentrating on the essentials, and I regard it as being very good practise to proceed in this way.
Most importantly, it means that work is starting!

And as this will be our last newsletter for 2010, may I take the opportunity to wish all our readers a very merry Christmas and a happy and prosperous 2011.

Chris Lambert
Chairman, London, November 2010

Outback golfers’ open invitation from the Royal & Ancient Golf Club
The nearest neighbour to Altona’s Arckaringa project – about 115km away - is the outback town of Coober Pedy, renowned for producing some 70% of the world’s opals.

Description: http://www.altonaenergy.com/email_images/nov2010/cooberpedyg…

Stories abound about Coober Pedy, not only in Australian folklore, but also in the collective mythology its multitude of annual visitors take back to their foreign homes. Stories of lawlessness and luck, ranging from the salacious to the sinister, this town’s history is fabled. Coober Pedy’s main attraction is the underground world, literally, that opal mining and a desert climate with summer days often in excess of 40C has imposed upon its inhabitants.

About half of the town’s 3500 residents - an intriguing mix of opal miners, entrepreneurs and outback characters - live underground in ‘dugouts’, which are often refurbished opal mines. In Coober Pedy you will find an underground church, underground hotels and a golf course without a blade of grass.

The golf course (above ground!) is famous for being the only one in the world with reciprocal rights to the Royal & Ancient Golf Club of St Andrews in Scotland. In the summer heat, golfers play at night using luminous balls and glow sticks on their flags. The club’s unique set of rules includes a “rock relief” rule - if a ball lands beside one of the rocks that litter the grassless fairways, the golfer can take a free drop.

Golfers also carry a square of artificial turf with them around the 18-hole course to tee up the ball and help protect their clubs. The greens (which are called “scrapes”) are black - the topping is a mix of quarry dust and sump oil that won’t blow away with the desert winds. And with green fees and club hire at $10, you get a unique golfing experience at a very reasonable rate (St Andrews Old Course Single Round Green Fee ranges up to £130, currently AUD $210).

Inside the clubhouse an amusing letter is pinned to the wall from Coober Pedy’s “sister” club. In response to news that the desert golf club was giving it an opal mine, the R&A responded with similar wit, granting Coober Pedy’s members access to one of its courses (the nine hole “Balgove” course) during Scotland’s bitingly cold Januarys.

Description: http://www.altonaenergy.com/email_images/nov2010/neighbours.…" target="_blank" rel="nofollow ugc noopener">http://www.altonaenergy.com/email_images/nov2010/neighbours.…

The town relies heavily on the tourist industry but is currently reinventing itself as a regional mining centre, with a number of companies including Altona exploring mineral deposits in surrounding areas. Coober Pedy is also the closest town to the Prominent Hill copper-gold mine; and the Cairn Hill magnetite-copper-gold mine. All this development has resulted in the development of a new terminal at the town’s airport, opened recently by the local MP, Ms. Lyn Breuer (who is also the Speaker of the South Australian Parliament). Altona’s External Affairs Manager, Stephen Marlow, represented the company at this important milestone event in the town.

Description: http://www.altonaenergy.com/email_images/nov2010/gymkana.jpg

Government supports resource links with China

The South Australian Government continues to demonstrate its support for resource development projects with China – such as the Arckaringa project – via a series of official trade delegations and business visits to Beijing and other centres in recent months.

Description: http://www.altonaenergy.com/email_images/nov2010/chinapic.jp…

Minister for Mineral Resources Development Paul Holloway recently visited Beijing where he met senior executives from Altona’s Joint Venture partner, China National Offshore Oil Corporation (CNOOC). Mr Holloway has met with CNOOC’s senior management previously both in Beijing and in Adelaide.

After this most recent meeting, Minister Holloway said “South Australia and China’s economies are becoming increasingly entwined as our State emerges as a competitive and reliable supplier of a wide range of resources”.

“South Australia’s presence at this year’s Shanghai World Expo and face-to-face meetings with senior executives in Beijing are helping to reinforce our State’s international reputation as a secure destination for investment, including the resources sector.

“Chinese resource and investment groups recognise South Australia is a safe and stable investment destination with both a known source of world-class mineral and energy deposits as well as great potential for further discoveries.

“The Chinese connection is becoming more important to this State. Exports to China are worth $1.2 billion p.a. to South Australia and this would grow enormously if an energy project of the scale of Arckaringa came on stream”.

As this edition of Altona News was being prepared for press, State Premier Hon. Mike Rann MP was preparing to leave for China to further reinforce the State’s mining potential.

Mr Holloway was also due to return to China to represent the State at the China Mining Conference in Tianjin in November. Altona will also be represented at this key forum, which attracts some 3,500 delegates from around the world

Hardys wine adheres to old-fashioned philosophy

Description: http://www.altonaenergy.com/email_images/nov2010/hardys.jpg

Altona Energy’s UK heritage sits well with one of the iconic and historic names of the South Australian wine industry, the Hardy Wine Company.
And while Altona moves toward a new future in the energy market, Hardys is celebrating more than 150 years in the wine industry and a leading position in the UK’s supermarkets.

The story began in 1850 when Thomas Hardy migrated from Devon to South Australia to make a new life.
In 1854 he planted his first vineyards and only three years later, in 1857 he set a pattern for the future, being amongst the first in Australia to export wine, shipping two hogsheads (a barrel with a capacity which can range from 63 to 140 gallons or 238-530 litres) produced on his Bankside property to Britain.
Now the Hardys wine brand and its Crest, Stamp, VR, Bin Series, Voyage and Nottage Hill labels are the number 1 selling Australian brand in the UK, and have been for nearly five years.

The Hardy’s Wine company profile has grown further during the past two years with its sponsorship of the immensely popular “Come Dine with Me” television program, which has been seen by about 68% of British adults.

While many things have changed in the world, the Hardys Wine company today still produces wine adhering to Thomas Hardy’s philosophy that quality and consistency can best be achieved by drawing together wines from a number of regions to produce outstanding blends which showcase varietal character.

The focus of the wine making team today remains on producing high quality fruit driven wines that deliver enjoyment to consumers, a commitment that has won the brand its many fans throughout Australia and the United Kingdom.
For more information visit
www.hardys-wine.co.uk

Nomad on Location

Description: http://www.altonaenergy.com/email_images/nov2010/nomad.jpg

In Australia, the term ‘grey nomads’ refers to the thousands of retirees who ply the nation’s highways, towing their caravans to some of the most isolated scenic destinations in the world.

To Altona, the ‘Nomad’ is the London Stock Exchange’s Nominated Adviser –
in our case Evolution Securities Limited. The Nomad’s role, as defined by LSE, is to be the ‘primary regulator of an AIM company’, which it says is ‘demanding
yet rewarding’.

Evolution’s Director of Metals and Mining, Charles Kernot, certainly found it demanding yet rewarding when he came to Australia last month for his first visit to our Arckaringa site.

Those who are familiar with Altona and Arckaringa are well aware that our Exploration Licences are some 115 km from the nearest town, Coober Pedy
(see separate story in this edition). So it was a far cry from the pinstripes and an EC2 London address to put Charles into the far north of South Australia via jumbo jet, light plane and four wheel drive.

And as luck would have it, drought-breaking rains just before he arrived cut the outback roads and meant he wasn’t able to get to the Wintinna exploration site, though he did see the Adelaide – Darwin rail link that runs through the centre of the Exploration Licence area and hundreds of square kilometres of very similar country nearby and went away with a thorough understanding of the geological and geographical factors that will be important in project development.

“Back in 2008 I drove from Darwin down to Pine Creek and little did I imagine that a couple of years later I would be driving up the Stuart Highway in the other direction to visit the Arckaringa project”, Charles said.

“I was really impressed with all of the work that Altona has already undertaken on the project and the focus on interaction with the local communities even at this early stage of development”.

Accompanying Charles were Managing Director Chris Schrape; Director Phil Sutherland; Primary Industries and Resources SA (the Government regulator) representative Mal Walton, and Altona Public Affairs man Stephen Marlow.

Australian Election Outcome

Voters have returned the Australian Labor Party Government of Prime Minister Julia Gillard in one of the closest Australian federal election results in a generation.
The ALP has formed a Government with the support of Independent and Green members of the House of Representatives (lower house), holding a majority of just one vote.

The influence of the Independents and Green members on Government policy in areas such as mining tax and the approach to greenhouse gases is still evolving and, as this edition went to press, the Federal Government was still consulting with the mining and energy industry about the proposed Mining Resources Rent Tax (MRRT) and the proposed extension of the existing Petroleum Resource Rent Tax (PRRT) to onshore oil and gas production. It is not clear, even if the MRRT and PRRT are passed during the life on the new parliament, whether alternative coal technology projects involving coal seam gas, underground coal gasification or above surface GTL or CTL projects such as Arckaringa will be subject to either the MRRT or PRRT, if at all. Through its membership of industry bodies, including the South Australian Chamber of Minerals and Energy and the newly formed Australian Syngas Association, Altona is providing input to the consultation process that the Federal Government has put in place with industry about the future of the MRRT and PRRT.

In other news relevant to Altona:
• Hon. Martin Ferguson MP retains his position as Minister for Resources and Energy.
Mr. Ferguson is well respected by the resources industry and has a sound knowledge of his portfolio. Altona enjoys a positive relationship with Mr Ferguson and his Ministerial advisers and we will continue to develop this in the months and years ahead.
• Altona will also be working with a Minister appointed to a new position in the Federal Government, Hon. Greg Combet MP who is Minister for Climate Change and Energy Efficiency.

Mr. Combet has a long history of involvement with the coal mining industry – he is a former coalmining engineer and his electorate of Charlton in New South Wales includes the coal-rich Hunter Valley region around Newcastle.

[Ikar]

http://de.advfn.com/nachrichten/AGM-Statement_45585515.html
9 December 2010
Altona Energy Plc ('Altona' or 'the Company')
Chairman's AGM Statement

Altona Energy Plc, the AIM listed Australian based energy company, is holding
its Annual General Meeting ('AGM') today at 3:30 p.m. At the meeting, Chairman
Chris Lambert, will make the following statement:

"During 2010 we have made extensive progress in the development of the
Arckaringa Project ('the Project'), which we believe is one of the world's
largest undeveloped energy banks, with an estimated 7.8 billion tonne coal
deposit in the Arckaringa Basin of South Australia, and we are now in a strong
position to realise its full potential with the acceleration of the work
programme during 2011. With funding secured for the Bankable Feasibility Study
('BFS'), political backing in Australia and China and a highly experienced
technological team in place, the foundations are now laid for us and our 51 per
cent. Joint Venture partners CNOOC New Energy International (Australia) Pty Ltd
('CNOOC-NEIA'), a subsidiary of one of China's largest national oil companies,
to implement our development plan and crystallise the inherent value of the
Project. With this in mind we believe that 2011 has the potential to be a great
year for Altona due to the identification of multiple value trigger points that
will be achieved over the course of the next 12 months.

"The major drive now, consistent with the FIRB approval, is the completion of
the BFS for a coal mine and an integrated value-added project. The current BFS
base case is a 10 million tonne per annum coal mine supporting a 10 million
barrel per year Coal to Liquid ('CTL') plant and 560MW co-generation power
facility. Given the scale of the coal resource, the JV intends to initially
evaluate a mine development up to 15 million tonne per annum and associated coal
processing options. CNOOC-NEIA is initially acting as manager and operator of
the Project, taking responsibility for assessing the full potential of the coal
resource and funding the full cost of the BFS. The Joint Venture Committee has
approved the annual budget of AU$40 million (circa GBP24 million). The first
stage, which has now commenced and is anticipated to last 12 months, has a
budget of AU$12 million, after which the second stage will begin. Our position
has evolved and we have now moved from a conceptual and planning phase into the
exciting detailed evaluation and execution phase.

"The first phase will cover multiple key value-enhancing activities. These
include the review of the coal geology and resources/reserves; the delineation
and allocation of the coal reserves for the long term mine plan; mine design and
planning; groundwater management and engineering and environmental baseline
studies; reviewing and selecting surface coal mining methodology options; and
product market research to review domestic and export market options for coal
and processed products, including liquid fuels, chemical feedstocks and power.
All of the above will underpin the follow-up engineering of the coal conversion
plant and significantly de-risk the Project further. With the work programme
underway, we will be able to regularly provide investors with a clear idea of
the value triggers in the Project and its huge potential."

"Importantly, the Joint Venture will not only focus on the BFS but will also
assess the multiple project potential of the Arckaringa coal deposit, including
coal development, CTL, synthetic natural gas, power co-generation and other
potential clean energy projects. We envisage that the JV will also enable the
targeting of CTL exports to China and other Asian markets.

"The original rationale behind the Arckaringa Project remains that the quality
of our coal is suitable for conversion to syngas, using existing tried and
tested commercial technologies. We believe the products from Arckaringa will be
highly marketable given growing worldwide energy demand - in particular they
would help to fill the projected energy shortfall faced by South Australia,
which already has to import all its diesel fuel needs and is forecast to require
an additional 1,000MW of base load power over the next 10 years. In our view,
recent announcements, including Sasol's news that it has flown the first
passenger aircraft using its own-developed synthetic jet fuel, and an agreement
between the Solena Group Inc., and U.S. based Rentech, Inc. ('Rentech'),
establishing Europe's first commercial scale sustainable jet fuel facility in
the UK utilising synthetic fuel technology, clearly demonstrates the increasing
demand dynamics for the production of syngas and associated products and
therefore underpins the significant and rising potential of the Arckaringa
Project.

"We understand the technical requirements to develop Arckaringa. We have a
fantastic technical team, greatly reinforced by the appointment of Peter Fagiano
as Director of Project Technology, which will work in tandem with CNOOC-NEI,
whose industry knowledge and extensive in-house expertise provide the key to the
successful development of the Project.

"I am very excited about our prospects and as you will recognise, the
opportunity for us is huge. The foundations are now in place and I look forward
to the rapid development of Altona and a bright future."

In addition, a presentation was delivered at the AGM, a copy of which will
shortly be available on the Company's website www.altonaenergy.com.

[XIO]

gibt wieder was zu lesen:


Altona Energy And Partner CNOOC Initiate A Bankable Study On The Huge Ackaringa Coal Project In South Australia

By Rob Davies

A joint venture between one company capitalised at £47 million and one at US$72 billion might seem a bit unequal to some uneducated observers. Not so says Chris Schrape, managing director of Altona Energy, the smaller of the two. Altona holds a 49 per cent stake in a joint venture to develop the coal resource lying in the Arckaringa basin of South Australia. The other 51 per cent is held by CNOOC, the Chinese state oil company.

http://www.minesite.com/nc/minews/singlenews/article/altona-…

[Ikar]

hm, doch wohl etwas Reaktion

[uullii]

hey mates from downunder,

gesundes und erfolgreiches 2011 für alle,

fetter deal am morgen !!

18 Mio dinger

http://www.londonstockexchange.com/exchange/prices-and-marke…


stay cooler bei dem Rgen im Norden

uullii UHU

[Rohstoffinvestor]

Leider nur 1 große Transaktion zu 11 GBp
12:11:44 11,00 18.032.496

[XIO]

Schon zu sehen, wie unser Ultralong Invest wieder an Fahrt aufnimmt.
Der Süden von Autralien scheint solche Pobleme wie Queensland wohl nicht zu haben (jetzt mal generell gefragt)?

[Ikar]

Antwort auf Beitrag Nr.: 40.813.464 von XIO am 06.01.11 17:57:51

ja, altonakohle nicht überflutet.

[XIO]

Antwort auf Beitrag Nr.: 40.813.523 von Ikar am 06.01.11 18:05:32

ne, ich meine nicht aktuell, das liegt ja ganz woanders, sondern gibt es /gab es da auch schonmal grössere überflutungen im Ackaringa Becken

[Ikar]

Antwort auf Beitrag Nr.: 40.813.785 von XIO am 06.01.11 18:28:55

nein, wenn, dann brennt es da großflächig

[XIO]

Antwort auf Beitrag Nr.: 40.813.826 von Ikar am 06.01.11 18:33:14

ok, das beruhigt

[Ikar]

ich ziehe zwar nasse vor brennend/schwelender Kohle vor, aber beruhigt bin ich auch

[XIO]

Antwort auf Beitrag Nr.: 40.814.013 von Ikar am 06.01.11 18:50:54

ich glaub, die kohle bei altona hat einen sehr hohen Wasseranteil

[uullii]

moin, moin, mates

ein Qualitätskriterium für jede Kohleart ist tatsächlich der Wassergehalt, je weniger, desto wertvoller, wird jedenfalls nochmal Gegenstand sein in der BFS.

Jetzt mal was anderes, wer hat Erfahrung mit Kauf oder Verkauf, an der LondonStockExchange - LSX, bitte gebt einen Kurzbericht u.a.zu:

Dauer der Verwahrartänderung wenn die Aktien z.B. von einem deutschen Institut in z.B. Ffm. erworben wurden, wieviel % stamp duty, sonstige Zusatzkosten der bank, etc. ??!!

danke im Voraus

stay coool uullii UHU

[XIO]

Antwort auf Beitrag Nr.: 40.817.150 von uullii am 07.01.11 10:18:23

uullii:

Daß die Kohle von Altona viel wasser enthält ist Fakt.
Im gegensatz zur üblichen Thermal Coal ist dies aber für Altona entgegenkommend, denn Du musst bedenken, was sie damit vorhaben.
Das bei Altona geplatne CTL Verfahren benötigt dringend viel Wasser, und dieses gewinnt man mit aus der Kohle.

[uullii]

Antwort auf Beitrag Nr.: 40.817.202 von XIO am 07.01.11 10:22:57

hey xio,

danke für deinen Hinweis, die Herstellung von Syngas verlangt Wasser in Dampfform.

Zitat aus Wikipedia:

"Über die endotherme Reaktion:
entsteht aus Kohle, die zuvor durch Verbrennung an Luft aufgeheizt wurde, und Wasserdampf so genanntes Wassergas, eine Mischung aus Kohlenmonoxid und Wasserstoff. Es handelt sich um eine Gleichgewichtsreaktion.
Diese Reaktion wurde 1780 von Felice Fontana entdeckt.
Das entstehende Gas wird unter anderem auch als Synthesegas bezeichnet, da es sich für die Synthese verschiedener chemischer Substanzen wie zum Beispiel Methanol eignet."

Gruß UHU

[uullii]

Antwort auf Beitrag Nr.: 40.818.127 von uullii am 07.01.11 11:51:57

hey Mates

hier nochmal die Quelle mit Reaktionsgleichung und Enthalpiegewinn


cool UHU cool

[XIO]

Antwort auf Beitrag Nr.: 40.818.181 von uullii am 07.01.11 11:57:39

falls du auf einen interessanten australischen Wert mit Schwerpunkt Thermal Coal aus bist, kuck doch mal hier rein:

http://www.wallstreet-online.de/diskussion/1162453-1-10/metr…

[uullii]

Antwort auf Beitrag Nr.: 40.818.181 von uullii am 07.01.11 11:57:39

hey mates,

so früh am Morgen und schon neber der Kapp,


hier nochmal die Quelle mit Reaktionsgleichung und Enthalpiegewinn


http://de.wikipedia.org/wiki/Kohlevergasung


UHU

[uullii]

Antwort auf Beitrag Nr.: 40.818.335 von XIO am 07.01.11 12:11:37

Danke, XIO

mal schaun, was die machen,


Gruß UHU

[uullii]

Antwort auf Beitrag Nr.: 40.818.335 von XIO am 07.01.11 12:11:37

hey XIO, hey mates,

MetroCoal wird z.Z. wohl sehr vorsichtig gehandelt.

Muss erst mal schaun, dass meine Altona freundliche Aufkäufer finden.

Bis dahin wird noch heftig Wasser den Brisbanebach runterfließen.

stay cooler

UHU

[XIO]

Antwort auf Beitrag Nr.: 40.849.554 von uullii am 12.01.11 18:04:31

ich würde beides halten

[Ikar]

sie wärmt sich auf

[putzig]

ich sehe ab 05.01 uhr heute kein Handel mehr. War da ein TH ?

[Ikar]

Antwort auf Beitrag Nr.: 40.866.828 von putzig am 14.01.11 22:50:36

[putzig]

Antwort auf Beitrag Nr.: 40.866.870 von Ikar am 14.01.11 23:01:33

ich meine kein Handel in London, oder zeigt mir yahoofinance nur nix an (ist auch schon öfters vorgekommen)

[Ikar]

Antwort auf Beitrag Nr.: 40.866.894 von putzig am 14.01.11 23:06:58

sieh dir die advfn Charts vom 4tletzten posting an. die zeigen immer den aktuellen Tag an, yahoo hin oder her.

[uullii]

hey mates,

da stellt einer seit Tagen sehr nah an den LSX Kursen liegende asks & bits in Ffm.

Der will doch nich die Deutschen zum Zocken verleiten

Wie dem auch sei, wer hier nich bedient wird geht zur LSX.

Wer handelt mit welchem Broker zu welchen Konditionen an der LSX ??


stay cool UHU

[I-Ron]

Annual Report 2010

http://www.altonaenergy.com/pdfs/AnnualReport2010.pdf

[uullii]

hey mates,

heavy rain and gale in ql downunder,

no casualties, only damaged material


call and puts near together, today we´ll have nice weather


reim dich oder ich fress dich


stay cool

UHU

[XIO]

Altona Energy PLC

Arckaringa Project BFS Work Programme Update
http://uk.advfn.com/p.php?pid=nmona&article=46323607&symbol=…

[supernova1712]

http://www.iii.co.uk/articles/14213/stock-watch-altona-energ…

Stock to Watch: Altona Energy
Fri, 11/02/2011 - 00:00 | Edmond Jackson

This article is for information and discussion purposes only and does not form a recommendation to invest or otherwise. The value of an investment may fall. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Among resources companies with scope to transform shareholder value, it is worth keeping an eye on AIM-listed Altona Energy (ANR) which is making steady progress towards a Bankable Feasibility Study (BFS). This is a "coal to energy" project with a colossal resource in the Arckaringa Basin of South Australia, intending to supply local energy markets plus some export to Asia. There is an estimated 7.8 billion tonnes of coal, nearly 1.3 billion currently JORC compliant, the benchmark measure.

This is not a new story; ANR has been listed for nearly six years although its overall steadily appreciating chart is tacit recognition of events coming together.

Yes it is a penny share (not surprisingly with over 400 million shares in issue) that must be rated "speculative", although the project itself has attracted a substantial partner, the China National Offshore Oil Corporation, which testifies to the prospect. You are most likely looking at 2012 before a firm decision on development by the Australian authorities, and finance being put together, so this is quite a share to tuck away in the bottom drawer.

Management is trying to sustain interest, in the meantime.

The 9 December AGM was told: "2011 has the potential to be a great year for Altona due to the identification of multiple value trigger points that will be achieved over the next 12 months." Most likely it will involve the nitty-gritty to support a BFS; which in itself is no guarantee the project will go ahead but is a key milestone. You could say patient shareholders needed something to look forward to, from the meeting.
I drew attention to Altona in March 2010 after a rise from 9.5p to 12p, which continued to 20p amid news of a £3 million (gross) placing at 9p with institutions, to fund the company for over 18 months. This was said at the time to provide "all funding for the completion of the BFS". However, Altona drifted with the malaise towards other commodity shares last summer, near 8p, then turned up with the market's autumn rally.

So ANR is effectively pacing the shifts in market sentiment until management firms up criteria for the BFS.

A "new energy" subsidiary of CNOOC owns a controlling 51% interest in the project which will rise to 70% with commercial development; however Altona shareholders would end up diluted anyway if trying to pursue such a project independently. Altona Energy itself is 18.5% owned by Tongjiang International Energy with Invesco the next biggest shareholder at about 18%, so a situation cannot arise where the PLC gets de-listed at a historically low price - as happened with AIM-listed Monterrico Metals, under Chinese control.

Having established an office in Adelaide, the partners' objective is clarifying water and infrastructural issues as part of plans to submit to the South Australian authorities. A new executive director has just joined, responsible for project technology having completed major projects for various multinationals over a 45-year career. His colleagues cite this as "a huge vote of confidence" although it's possible to notice highly experienced hands join the boards of junior Aim companies, upon retirement from big companies, which is not quite the same as changing firm mid-career.

Even then, as shown by ex-Rio Tint (RIO)o management joining what is now GCM Resources (GCM), some years later the company is still waiting for approval of a giant coal project in Bangladesh. My point is that even the most experienced mining managers are speculating - with their careers.

Evolution Securities (which is Altona's broker and a market maker) entertains a 12-18 month valuation of around 35p a share with upside to 60p as the project moves closer to production. Similarly Edison Investment Research calculates a value of 37p a share, this research being sponsored by the company. A year ago there was a net present value calculation of 80p a share based on Altona's 30% interest, discounting the project at 10% over 20 years, so these kinds of targets have been around and the market understandably wants to see more progress towards them.

Best not to be cynical though, patience is a virtue.

Last October's prelims cited a £24 million budget agreed for the BFS, starting later 2010 which will be assisted by partners, while the end-June balance sheet showed £2.4 million cash - up from £300,000 in 2009. As quite to be expected, the rest of the balance sheet comprised £10 million capitalised costs (exploration and evaluation) relative to a market value near £55 million at about 13p a share currently. It looks as if the game plan is to impress the market sufficiently during the BFS preparation in order to conduct another equity fund-raising (hopefully at a higher price) although project finance for Arckaringa would probably be led by CNOOC and include debt.

A share like this involves the dilemma, "you have to be in it, to win it", as price can move rapidly when pertinent information is released. Frankly, you need to consider whether this kind of speculation is your cup of tea; Altona is not investment grade, lacking any established profits or margin of safety. Various such impressive, early-stage projects don't fulfil managers' hopes; however this one does offer a very substantial resource in a country of low political risk, a ready market and a determined partner.

A gamble perhaps, but an intelligent one.
While the project itself looks practical, possibly a main risk in the medium term is macro: whether commodity prices take a hit, say at the time when Altona is trying to finalise its BFS. I have identified before the risks with China currently; and you may wonder if it does enter a crisis - even if short-term - whether some Chinese-related projects could end up delayed.

You can find detailed information including presentations, in the investor relations section of www.altonaenergy.com.

+++

Freundliche Grüße
supernova

[Ikar]

Antwort auf Beitrag Nr.: 41.023.104 von supernova1712 am 11.02.11 11:14:17

hm, gut getroffen

[supernova1712]

Altona "leidet" derzeit zwar mit dem Gesamtmarkt, aber:

There is a hell of a lot of cash that's been pulled out of the Middle east and emerging markets, surely some of that will be looking for energy projects in politically stable regions.

Ich gebe zu, der Satz ist nicht von mir.
Finde aber derzeit nicht mehr alle Fußnoten.

Und inhaltlich stimme ich dem auf jeden Fall zu.
Es dauert vielleicht noch einige Zeit, aber ich bin mir sicher, Energieprojekte in politisch stabilen Regionen werden von den aktuellen weltweiten Entwichlungen profitieren.

Freundliche Grüße
supernova

[uullii]

hey mates,

ALTONA ENERGY is in a special condition named: BID SITUATION

http://www.londonstockexchange.com/exchange/prices-and-marke…

ma guggen was da kommt,

stay cooler

UHU

[uullii]

kleine Ergänzung:

"...Special conditions


Please note that the percentage change in a company's share price on the first day of trading immediately following a corporate action is calculated against the official closing price of the London Stock Exchange (i.e. not compared against a rebased price)

Bid Situation
This security is currently engaged in a bid situation, whether hostile or otherwise.

..." zitiert/kopiert aus/von LSX - AIM homepage

we will not do it like zuGUTTE,

ich denke der hat das DING gar nich selbst geschrieben,


UHU

[timezone]

Antwort auf Beitrag Nr.: 41.105.191 von uullii am 25.02.11 10:32:34

Warum gibt es keinen Daumen, der nach unten zeigt

[farfaraway]

Am 27.2. geriet Altona unter Druck- Mehr als 10% Abschlag an einem Tag. Informationen zu Hintergründen dazu sind nur vage bekannt. Eventuell dauern die Explorationsphasen zu lange, was den Investoren weniger gefällt.
Oder liegt es daran, dass die Firma Aktien auf den Markt schmeisst, Kapitalmaßnahmen durchführt? Oder ist eine feindliche Übernahme geplant? Da müssten aber Meldungen kommen.

Spätestens bei 10 cents gibt es wieder gute Einstiegskurse.

[Cricri]

Antwort auf Beitrag Nr.: 41.112.771 von farfaraway am 27.02.11 10:04:58

Hierzu muss aber bemerkt werden dass das Buy Volumen mit 2.883.377 Shares das Sell

Volumen mit 1.625.613 Shares deutlich überragt.

http://de.advfn.com/p.php?pid=trades&symbol=L^ANR

[timezone]

Antwort auf Beitrag Nr.: 41.112.771 von farfaraway am 27.02.11 10:04:58

Ein Börsenbrief hat ANR aus seinen Portfolio genommen.

Tom Bullford RHPS, es dauert wohl zu lange mit steigenden Kursen.

Vorher sind sie aber erstmal schön Short gegangen (meine Meinung). Kann man gut an diesem Chart erkennen.

Bei Search ANR eingeben.

http://www.dataexplorers.com/products/data

[supernova1712]

Antwort auf Beitrag Nr.: 41.115.436 von timezone am 28.02.11 08:54:07

28 February 2011

Altona Energy Plc ('Altona' or 'the Company')

Response to Share Price Movement

Altona Energy Plc, the AIM listed Australian based energy company, notes last week's significant movement in the price of the Company's shares. The Company is not aware of any reason for this movement.
As stated in the Arckaringa Project BFS Work Programme Update on 7 February 2011, the Company is making significant steps in advancing its Bankable Feasibility Study and implementing its work programme aimed at evaluating the conversion opportunities for the estimated 7.8 billion tonne Arckaringa coal resource.

Altona's Chairman, Chris Lambert, said, "We continue to make progress with our Joint Venture partner CNOOC-NEIA in advancing our BFS work programme. The relevance of Arckaringa in South Australia as a world class energy bank is being highlighted by the unrest in the Middle East and North Africa, which has once again placed energy security in the spot light. We expect to have a number of significant value triggers over the coming months that will further de-risk the project."

http://www.lse.co.uk/ShareChat.asp?ShareTicker=ANR&share=alt…" target="_blank" rel="nofollow ugc noopener">
http://www.lse.co.uk/ShareChat.asp?ShareTicker=ANR&share=alt…



Nur keine Panik

Freundliche Grüße
supernova

[Kurvendriver]

Am besten nachkaufen oder?

[supernova1712]

Zitat von Kurvendriver: Am besten nachkaufen oder?

^

Nachkaufen würde sich zwar anbieten, aber ich habe früher schon mal nachgekauft.
Ende 2008 zu ca. 1p, steuerfrei.

Mehr Altona kann ich (ausschließlich aus Gründen der Risikostreuung) jetzt nicht mehr brauchen!

Freundliche Grüße
supernova

[supernova1712]

Seit einem Monat kein Beitrag mehr! Herrscht hier Frühjahrsmüdigkeit?

http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_i…

+++
Altona Energy and its Chinese joint venture partner CNOOC-NEIA have started the bankable feasibility study on the Arckaringa project.

There is an estimated 7.8bn tonne Arckaringa coal resource (of which 1.28bn tonnes is JORC compliant) in South Australia. The plan is to turn the resource into low sulphur distillate and generate power from the site. The bankable feasibility study will cost £24m and it will be funded by CNOOC-NEIA.
Hydro-geological drilling and field programmes will start in the middle of 2011 as part of the groundwater management research.

The cash outflow from operations increased from £392,000 to £719,000 and there were a further £356,000 of capitalised costs.

+++

Freundliche Grüße
supernova

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 41.292.527 von supernova1712 am 30.03.11 21:30:10

Nein - Altona ist eben eine Kostolany Aktie. Noch sehr billig. Jetzt kaufen , tief schlafen und 2015 aufwachen und man ist reich.

[Kurvendriver]

Das war doch mal ein schöner Absturz -32%...holla.
Schade das ich im Moment nicht flüssig bin.

Schublade zu und 2015 öffnen

[hobiewaters]

Zitat von Kurvendriver: Das war doch mal ein schöner Absturz -32%...holla.
Schade das ich im Moment nicht flüssig bin.

Schublade zu und 2015 öffnen

- 32% in Fra? Ohne Umsatz

Scherzkeks, schau mal auf die Spanne:

Geld 0,085
Brief 0,165

[Rohstoffinvestor]

Altona sollte man nur an der LSE handeln. In FR wird man übers Ohr gehauen - wie bei den meisten Explorerwerten.

[Kurvendriver]

Ich übe ja noch.
Geld und Brief habe ich nicht beachtet...sorry

[Procera]

Antwort auf Beitrag Nr.: 41.292.565 von Rohstoffinvestor am 30.03.11 21:37:29

Kostolany sprach in Bezug auf Schlaftabletten Aktien immer von Qualität !!!! Hier zweifel ich aber stark

[XIO]

Antwort auf Beitrag Nr.: 41.345.354 von Procera am 10.04.11 11:34:08

erzähl mal, was zwiefelst du an?

[Kurvendriver]

Mhhhhh...es tut sich ja nicht viel hier.

[supernova1712]

Zitat von Kurvendriver: Mhhhhh...es tut sich ja nicht viel hier.

Das macht die Aktie absichtlich, um die ganzen ungeduldigen Trolle zu verscheuchen!

[Southvestor]

!

Dieser Beitrag wurde moderiert. Grund: auf eigenen Wunsch des Users

[Southvestor]

sorry, jetzt habe ich mich im Thread vertan

[Kurvendriver]

Ich bin ja nicht ungeduldig.
Ein paar News währen aber auch ganz schön.:-)

[XIO]

Antwort auf Beitrag Nr.: 41.418.834 von Kurvendriver am 27.04.11 19:35:59

hier ist kurzfristiges Denken eher ungünstig...

[supernova1712]

http://www.altonaenergy.com/rns.php

Altona Energy Plc Enters into Coal and Biomass Gasification Cooperation Agreement with Rentech, Inc

…The Agreement with Rentech includes working together to evaluate coal and biomass gasification projects for the application of Rentech's technologies in South Australia, where the Arckaringa Project is located…


Darf ich mal um Eure Meinung zu dieser News bitten?
Kann jemand nachvollziehen, wo diese Biomasse herkommen soll?

Freundliche Grüße
supernova

[timezone]

Antwort auf Beitrag Nr.: 41.477.826 von supernova1712 am 10.05.11 12:04:47

Anfrage eines Aktionärs bei Altona zu diesem JV mit Rentech



From ADVFN thanks to unionhall...

unionhall - 10 May'11 - 14:24 - 11165 of 11172

A reply from Altona - well done them.....

I am a shareholder in Altona. Your RNS this morning sounded very positive. However it was difficult for non engineers to decipher exactly what the outcome of the new agreement would be.

So a couple of simple questions....

1/ Is this relevant to the JV with CNOOC or just Altona itself.

- This is relevant to both the JV and Altona as Rentech is one of the candidate Fischer Tropsch technologies for the Arckaringa CTL plant.


2/ Is this relevant to Arkaranga or completely separate.

- This is relevant to Arckaringa as stated above.


3/ What Biomass is being considered as feedstock ? A byproduct of the CTL Program or different Organic waste ?

- We will be working with Rentech to assess various biomass options in South Australia independent of the Arckaringa CTL project.


4/ Will the Arkaranga plant be used for the biomass gassification ? Can coal and Biomass be Gassified together ?

- Dependent upon the final selection of gasification technology and economics, there is the possibility to gasify both coal and biomass together.


Thank you for your response.



Quelle

http://www.iii.co.uk/investment/detail?code=cotn:ANR.L&displ…


Vielleicht hilft dir das weiter.

[uullii]

Antwort auf Beitrag Nr.: 41.477.826 von supernova1712 am 10.05.11 12:04:47

hey mates and supernova1712,

just google like: ...south australia biomass potentials...,

and you will find something like:

http://www.abare.gov.au/publications_html/energy/energy_10/c…


stay cool

UHU

[supernova1712]

Antwort auf Beitrag Nr.: 41.484.902 von uullii am 11.05.11 13:20:53

Schon bei der Grafik auf Seite 2 stellt sich meine Frage erneut:
South Australia ist größtenteils dryland agriculture oder non agricultural.

Woher also kommt die Biomasse? Ich gehe mal davon aus, dass sie aus der unmittelbaren Umgebung kommen sollte, da sonst die Transportkosten das Geschäftsmodell zu Fall bringen würden, oder?

Na ja, warten wir einfach mal ab.

Freundliche Grüße
supernova

[supernova1712]

Friday 13 May 2011

Altona Energy (ANR) Buy
(13 May) The Company announced that it has entered into a conditional placing agreement with Tongjiang International Energy Co. Ltd to place 10,204,081 ordinary shares at 9.80 pence per share, to raise £1,000,000. The proceeds from the transaction will be used for working capital purposes.
http://www.cityequities.com/en/Small-Cap-Weekly-Review/scr-I…" target="_blank" rel="nofollow ugc noopener">
http://www.cityequities.com/en/Small-Cap-Weekly-Review/scr-I…

Freundliche Grüße
supernova

[supernova1712]

Antwort auf Beitrag Nr.: 41.485.272 von supernova1712 am 11.05.11 14:12:53

Immerhin habe ich auf die Frage "Warum Biomasse" was gefunden:

http://www.lse.co.uk/ShareChat.asp?ShareTicker=ANR&share=alt…

...
The mention of biomass raises an eyebrow as Altona has so much coal, but Chris explains that there are potential synergies in evaluating of the gasification of biomass in conjunction with the gasification of coal. Biomass itself includes everything from wood to household and garden waste so comes cheap and is easily available. It can therefore be no coincidence that Altona announced this week that it also had an evaluation agreement with the Icelandic company Carbon Recycling International which has proprietary technology for producing renewable methanol from carbon dioxide. The thinking is that this technology might be put to good use on CO2 captured at the Arckaringa project. Chris is wary of saying much about these two deals at present, but one way or another it appears that Altona and its Chinese partner are investigating all ways to maximize the potential production of green fuel and energy from Ackaringa. Whatever successes are generated will expand the potential of Arckaringa and could even result in some interesting spin-offs. Watch this space.

+++

Kann jemand in einfachen Worten einem technischen Laien erklären, was Energie aus Biomasse mit CO2 zu tun hat?

Freundliche Grüße
supernova

[Kurvendriver]

http://www.energie-erneuerbar.eu/02.html

etwas weiter unten im text wird deine frage beantwortet.

Gruß Kurvi

[supernova1712]

Antwort auf Beitrag Nr.: 41.537.961 von Kurvendriver am 22.05.11 11:08:48

Sorry, ich habe natürlich die Frage falsch gestellt. Ich meinte:

Welchen Vorteil hat es, die CTL-Kohleverflüssigung mit der Verwertung von Biomasse zu kombinieren?

[XIO]

Antwort auf Beitrag Nr.: 41.539.291 von supernova1712 am 22.05.11 21:20:33

Bei mir um die Ecke sitzt die Firma CHOREN .. die macht genau das.
Der Vorteil liegt doch auf der Hand: Man kann noch mehr Geld verdienen, wenn man sich nicht nur auf Kohle beschränkt, sondern alle anderen Kohlenstoffverbindungen nutzt, die eh vorhanden sind.

http://www.choren.com/en/

[I-Ron]

Coal and Biomass Gasification Agreement with Tongjiang, China

http://www.londonstockexchange.com/exchange/news/market-news…


Altona will seine Connections und das erarbeitete Know-How auch andersweitig versuchen zu vergolden. Da CNOOC-NEI wohl die Hauptarbeit an der DFS für Südaustralien macht, ist es der Altona-Crew wohl zu langweilig. Ist nur zu hoffen, dass sich das Team nicht übernimmt resp. verzettelt. Lieber 1 Projekt 100% liefern als 100 Projekte zu 1% zu liefern.

[supernova1712]

Antwort auf Beitrag Nr.: 41.560.376 von I-Ron am 26.05.11 13:12:59

Das macht mir aktuell noch keine Sorgen. Zwei Zitate aus Deinem Link:

Principal focus of the Company remains the development of the Arckaringa Project in joint venture with CNOOC-NEIA

Tongjiang, a Hong Kong based private investment group, has been a strategic shareholder in Altona since February 2008, and was instrumental in the introduction of CNOOC to the Company.

Ich gehe mal davon aus, dass Tongjiang nicht daran interessiert ist, sich sein eigenes Altona-Investment zu versauen, oder?

Andere Meinungen?

Freundliche Grüße
supernova

[uullii]

Hey mates from downunder,

das wird der vierte Touchdown innerhalb von vier Monaten.

Altona Energy lässt sich viel Zeit,

wer noch nicht dabei ist kann ja noch Abstauberlimits bei

7 bis 8 GB-Pence stellen, werden möglicherweise sogar bedient.


stay cool

UHU

[I-Ron]

Arckaringa Project Update

http://www.londonstockexchange.com/exchange/news/market-news…

[supernova1712]

http://www.findingpetroleum.com/n/Diesel_from_CTL_with_carbo…

Diesel from CTL with carbon capture at a cost of $53 / barrel
Tuesday, August 16, 2011 in Feature Articles

UK company Altona Energy believes it can supply vehicle ready diesel at $53 a barrel (33¢ a litre), with a coal to liquids plant, incorporating carbon capture for underground carbon storage, with financial support from China. It has a site for a coal mine 800km North of Adelaide where the conversion of coal to liquids plant will also be located

Altona Energy of the UK has plans to develop a coal mine, coal to liquids plant, carbon storage and electricity generating plant on a site 800km North of Adelaide, Australia.

With financial support from China National Offshore Oil Corporation (CNOOC), it believes it can provide road ready diesel at $0.33 a litre.

The coal to liquids process is often considered a dirty way to create vehicle fuels, because carbon dioxide is emitted into the atmosphere both in the coal processing plant and from the vehicle.

But if the carbon dioxide from the coal processing plant is sequestered (buried underground), then the overall carbon emissions are just the same as for traditional motor fuels, but with the added benefit of much lower emissions of other pollutants (SOX, NOX, particulates), because they are removed in the processing plant, rather than coming out of the vehicle's exhaust.

So far, Altona has conducted an initial, or 'pre-feasibility' study, by engineering giant Jacobs Engineering. Now, at CNOOC's expense, it has embarked on a far more comprehensive study, known as a 'bankable feasibility study', or in other words a study so thorough a bank can lend money on the results. This study will cost Aus$440m (US$415m) and will be primarily completed in 2012 or early 2013.


Coal to liquids

In the coal gasification process, coal is reacted with oxygen and steam. The carbon in the coal is oxidised, ending up with a mixture of carbon dioxide, carbon monoxide, water vapour and hydrogen.

The carbon dioxide is separated out, dehydrated, compressed and is ready to be sent to the carbon storage system. The hydrogen and carbon monoxide are sent to the Fischer Tropsch plant, where they are processed to form a liquid hydrocarbon which is then refined to produce diesel naptha.

If carbon storage is incorporated, running vehicles from synthetic fuels is arguably more environmentally friendly than conventional transport fuels. The carbon emissions from the vehicle itself are the same, but all of the impurities (for example sulphur) can be removed in the processing plant, not through the vehicle's exhaust. There are lower particulates in the emissions (small particles of unburnt carbon / soot), and less NOX emissions and also zero aromatics such as benzene.

Synthetic fuels are also 10 per cent lighter (in mass per kilojoule) than conventional fuels for the same energy content. This makes a big difference when putting them in aeroplanes - because it means that the plane can go 10 per cent further distance for the same mass of fuel.

The process to converting coal to liquid fuels on an industrial scale was first done in Germany, to provide liquid fuels for German equipment in World War 2. It was then further developed by SASOL in South Africa to provide liquid fuels during the apartheid era, when sanctions prevented delivery of oil tankers.

Currently coal-to-liquids is enjoying a resurgence due to high oil prices, the need to create a diversity of supply, and reduce risk of supply concerns. There are coal gasification projects underway in the US, UK, China, South Africa and South Korea.

Jet fuels produced by the coal-to-liquids process have been provided to airlines refuelling at Johannesburg and Cape Town since 1998, in a 50:50 mix (synthetic and kerosene).

In 2008, 100 per cent synthetic fuel was approved for aviation, and has been used since 2009 by Qatar Airways on its London to Doha route, sourced from Shell's Pearl gas to liquids project in Qatar, for the production of synfuels using Sasol technology.

In 2010, total worldwide synthetic fuels plants in operation exceeded 330,000 barrels per day, with an extra 270,000 barrels of oil per day plants expected to be operational in 2011, with US Air Force expected to complete 100 per cent certification of its whole fleet to use synthetic fuels blend, Altona says.

By 2030, the US Department of Energy has predicted that synthetic fuels consumption will be over 3m bopd, if sour crude oil price is over $57 a barrel.

It is therefore possible that coal to liquids could create a more viable financial pathway for carbon capture, or 'clean coal', than just using coal to make electricity.

If coal is used to make electricity, then investors and the public are faced with a simple charge for the carbon capture - do they want to pay around 20% more for electricity or not? Since many people care far more about their bank balances than they do about their carbon emissions, this could be a tough sell. (However the risk of price escalation of LNG, which is used in thermal power stations, as a lower carbon alternative to coal, is eliminated).

But if the coal is used to make a liquid fuel, then the public gets the option of liquid fuels for their vehicles which are cleaner and cheaper than conventional fuels. If the carbon dioxide from the coal processing is sequestered, then there are no objections about use of synfuels produced from coal.


Altona's project

Altona's project in the state of South Australia is known as the 'Arckaringa' project, because Arckaringa is the name of the coal basin.

The amount of mine-able coal in the basin has been estimated at 7.8bn tonnes, and this has already been verified as part of a detailed AU$440m study of the project, currently being conducted by CNOOC (see below).

The coal basin has been studied by geologists for decades, although previously there has not been any mine on the site due to techno-economics. Altona Energy has acquired rights to build an open cast mine on the site.

A railway line has been built in the past few years which passes through the basin, connecting Adelaide with Darwin, which could be used to transport coal or liquid fuels from the region.

Altona plans to mine 15m tonnes of coal a year. If the total resource is 7.8bn tonnes, this means the mine can operate for 520 years.

It will build a coal to liquids plant which will convert this coal to 10m barrels of diesel a year (equivalent to a 27,000 barrels of oil per day well).

It will also build a power station to provide the power necessary to operate the facilities as well as being able to export 560 MW into the grid.

The power supply will come in handy - South Australia currently has 2 power stations with total output of 750mW, and the region actually uses 3.5 gigawatts. There is an estimated electricity deficit of 1 GW for the region being forecast, says Altona's finance director Anthony Samaha. Being able to supply baseload power has helped get the Australian government's support for the project, he says.

Once the plant is built, the syngas production (hydrogen and carbon monoxide mixture) can be varied to the electricity generating plant, or the coal to liquids plant, according to the demands (and pricing) of the day.

To illustrate the importance of the project, the Arckaringa UEJV (Unincorporated Evaluation Joint Venture Agreement) - signed in June 21 2010 in Canberra, in the presence of the VP of China Xi Jinping, prime minister of Australia Kevin Rudd, President of CNOOC Fu Chengyu and Minister for Trade and industry South Australia Tom Koutsantonis.

"Arckaringa is a project as important to South Australia as North Dome (the world's largest gas field) is to Qatar,' says Peter Fagiano, executive director of Altona. Arckaringa has been described as 'one of the world's largest untapped energy banks,' he says.

Altona also plans to build a plant which will react carbon dioxide with hydrogen to form fuel grade methanol, which can be added to the local gasoline pool.

The gasification technology can be used to gasify biomass (for example, wood) as well as coal. This means that you could build a system which can actually take carbon dioxide out of the atmosphere and make electricity or liquid fuels at the same time. You grow trees to absorb the carbon dioxide, gasifying the biomass, and separating the resulting hydrogen and carbon dioxide, sequestering the carbon dioxide and using the hydrogen to make electricity or liquid fuels.

It can also gasify black liquor, a by-product from the paper and pulp industry - as well as sewage and municipal waste.

The gasification processing technology can make a range of plastics as well as liquid fuels, by the conversion of syngas into methanol, which can then be converted into olefins and finally polypropylene.

The plan is to store the carbon in an underground aquifer near the site, about 150km away, so the carbon dioxide can be transported by pipeline to the site.

The region is very low population (desert), so the company does not anticipate public concerns about underground carbon storage, as there have been in other countries which are densely populated.


Study

So far a 2008 'pre-feasibility' study of the project has been made by US engineering giant Jacobs Engineering, which developed the design of the coal to liquids plant, which is estimated to have a refinery gate cost of $0.33¢ per litre (or $53/barrel) for diesel.

The $53 per barrel includes the cost of capital expenditure. Operating costs only are $38 per barrel.

According to the initial 'pre-feasibility' study, the plant (including coal gasification, coal to liquids plant, IGCC power plant and carbon storage) will cost $3bn to build, and the coal mine $500m.

Now, CNOOC is financing a full scale feasibility study into the project, with a cost of AU$440m (US$ 415m), and has been given a 51 per cent stake in Arckaringa coal asset in return.

Currently a CNOOC team based in Adelaide is looking at the mine and CNOOC in Beijing is looking at coal to liquids plant development.

The study is known as a 'bankable feasibility study' - in other words, the level of detail should be sufficient enough for a commercial bank to lend money based on the results.

Altona's full scale financial evaluation is based on costs of the 4th quarter of 2010. The re-evaluation of the coal resource by CNOOC and Chinese institutions was completed in Q1 2011, including the quantity and quality of coal. Now CNOOC's consultants are evaluating the plant project design.


Altona Energy

Altona Energy has been listed on the UK's Alternative Investment Market (AIM) since 2006.

Altona Energy is 20.1 per cent owned by Tonjiang International Energy Co Ltd, a company whose CEO is Zheng Qiang, previously management at China Economic Commission, China Rare Earth office of the State Council Rare Earth Leading Group of the State Planning Commission. Mr Zheng introduced Altona to CNOOC and is also a non executive director of Altona.

UK investment company Investco Perpetual has a 17 per cent stake in Altona.

If the coal to liquids plant goes ahead, CNOOC can increase its interest in the overall project up to 70 per cent, with Altona owning 30 per cent. (CNOOC owns half of Arckaringa project licenses, so CNOOC would effectively own 85 per cent of the project). CNOOC would also provide debt finance for the whole project, including its own equity, leaving Altona needing to raise 15 per cent of the project costs.

Peter Fagiano, executive director of Altona, was previously director of operations for the process and technology division at Jacobs Engineering UK Limited. Parent company Jacobs Engineering is one of the world's largest project engineering firms. Mr Fagiano was also previously managing director of ABB Global Engineering UK & International Oil and Engineering Division.

Altona is the only coal to liquid company on the UK's Alternative Investment Market (AIM).

By buying a stake in Altona Energy, you also get a share of other projects the company might get involved with, with lots of possibilities for projects within China itself, says Altona's finance director Anthony Samaha.


Klingt das gut?

Freundliche Grüße
supernova

[XIO]

Antwort auf Beitrag Nr.: 41.960.415 von supernova1712 am 16.08.11 19:52:16

Ich hoffe, es gibt genug Unterstützung für das Projekt vom Staat.
das ist alles Mega!

[Kurvendriver]

Liest sich alles sehr,sehr gut.

Ich glaube an die Story und werde nicht eine Aktie abgeben...im Gegenteil.

[XIO]

Altona Energy Plc (AIM: ANR)

PRC Confirmation of Arckaringa Coal Assets

Highlights

-- Evaluation report confirming the quality and extent of the Arckaringa coal resources issued by applicable authorities in People's Republic of China ('PRC' or 'China')

-- Evaluation report follows completion of assessment of coal feedstock at Wintinna deposit (EL 4512) for the Arckaringa coal-to-liquids ('CTL') project undertaken by China National Administration for Coal Geology ('CNACG')

-- Report findings concur with Altona prefeasibility study on coal feedstock qualities and suitability for processing to energy/fuel

-- CNOOC-NEIA completed all site assessments in preparation for Arckaringa field work programme

- Applications for relevant licences and permits from South Australian Government currently being finalised

- Approvals process expected to be complete Q4 2011 with work commencing immediately thereafter on site

- Work programme focused on EL 4512 area (Wintinna)

- Assessment to be made on viability of wide range of coal products (including gasification and briquetting)

-- Economic and technical assessment studies are ongoing in China on the options for coal conversion (including CTL and power) and for the selection of the preferred energy and fuels plant configuration

[XIO]

Altona Energy’s Strong Chinese Connections Should Help It Stay One Step Ahead In The Coal-To-Liquids Market

http://minesite.com/news/altona-energys-strong-chinese-conne…

[XIO]

auch in China ist das Thema CTL aktiv:

oomchina.com.cn, Aug 26, 2011) Recently, Guizhou Zhongnengfa Investment Co., Ltd, invested by Chongqing Zhongliangshan Coal, Power, Gas Co., Ltd, a subsidiary of Chongqing Energy Investment Group, was established.

◆Luan Group and Xinzhou City discuss about the CTL project

(Zoomchina.com.cn, Aug 26, 2011) On Aug 16, the leaders of Luan Group and Wu De, vice mayor of Xinzhou City and other leaders discussed about related matters of 3.6 million t/a coal based synthetic oil industrialization project that will be built in Xinzhou City, Shanxi Provinc

[muenchenguru]

Einen guten Morgen in die Runde,

das was ich bisher las, hat mich schwer beeindruckt u. ich setze Altona (woher kommt eigtl. der Name; haben die was mit Altona Mining zu tun ?) auf die Watchlist.

Mal eine sehr grundlegende, naive Frage: warum ist der Kurs bei dieser Nachrichtenlage zu erbärmlich ?

Klar, die Kapitalkosten werden enorm sein, aber Altona hat doch von versch. Seiten Unterstützung u. wenn sie als Energieanbieter für Süd-Australien in die Bresche springen, was angeblich dringenst dort gebraucht wird, dann wird Kapital doch nicht wirklich ein Problem werden , ode r ?

Weiterhin gute Arbeit hier, merci,
m.

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 42.024.190 von muenchenguru am 31.08.11 08:06:53

Hallo Münchenguru.

Hat mit Altona Mining nix am Hut.

Der Kurs hat einfach die Krankheit die alle Exporer haben die erst in 2015 oder 2016 Geld verdienen.
Die Zeitfaktorkrankheit. Es gibt eben wenig Langfristinvestoren sondern immer mehr Zocker.
Wieso jetzt einsteigen wenn ich das in 2 Jahren ebenfalls noch kann.
Altona ist spottbillig zum Projekt das geschaffen werden soll. Die Chinesen sind schon dabei das sichert das ganze Projekt gut ab.
Hier sollte man das Kostolanyi Prinzip nutzen. Kaufen und Schlaftabletten nehmen und dazu noch etwas Valium.

[supernova1712]

Antwort auf Beitrag Nr.: 42.024.190 von muenchenguru am 31.08.11 08:06:53

Ich schließe mich Rohstoffinvestor an. Altona Energy ist ein extremes Geduldsspiel, aber mit einem möglichen enormen Gewinn. Größtes Risiko ist für mich eine vorzeitige zu billige Übernahme in einer Kurs-Schwächephase wie derzeit.

Hier noch ein paar Links zu ANR-Diskussionsforen in GB:

http://www.iii.co.uk/investment/detail?code=cotn%3AANR.L&dis…" target="_blank" rel="nofollow ugc noopener">
http://www.iii.co.uk/investment/detail?code=cotn%3AANR.L&dis…
http://www.lse.co.uk/ShareChat.asp?ShareTicker=ANR&share=alt…" target="_blank" rel="nofollow ugc noopener">
http://www.lse.co.uk/ShareChat.asp?ShareTicker=ANR&share=alt…
http://www.advfn.com/lse/ShareChat.asp?sharechat=ANR" target="_blank" rel="nofollow ugc noopener">
http://www.advfn.com/lse/ShareChat.asp?sharechat=ANR


Freundliche Grüße
supernova

[muenchenguru]

Rohstoffinvestor, Supernova,
danke für Eure Einschätzungen bzw Links.
Den Thread habe ich mir schonmal als Favorit gespeichert.... .

Gibt es irgendwelche wichtigen Termine in nä. Zeit, wie z.B. Auslaufen v. Haltefristen, Kap.maßnahmen....`?

[supernova1712]

Antwort auf Beitrag Nr.: 42.103.538 von muenchenguru am 18.09.11 23:14:22

Die Fertigstellung der BFS zahlt CNOOC NEI. Größere Finanzierungen sollten bis dahin eigentlich nicht mehr anstehen. Hier noch zwei Links zu einer neuen Präsentation und zur Beschreibung des JV:

http://www.altonaenergy.com/pdfs/SA%20Major%20Projects%20Con…" target="_blank" rel="nofollow ugc noopener">
http://www.altonaenergy.com/pdfs/SA%20Major%20Projects%20Con…

http://www.altonaenergy.com/arckaringa_joint_vent.php

Freundliche Grüße
supernova

[supernova1712]

Kennt jemand diese Brokerfirma näher?

http://oldplc.com/
Old Park Lane Capital is the definitive natural resources focused broker. Defined by a highly personal service, we serve institutional and high net worth dealing clients with outstanding efficiency and discretion. Our core expertise centres on AiM and international dual listings, equities trading, CFDs and spread betting. Our stockbroking services are exclusively for those clients who meet our strict criteria and whom we feel are best suited to benefit from our service. An Old Park Lane Capital account is not for everyone.


Altona-Analyse vom 20.09.2011

http://oilbarrel.com/media/pub/var/release_downloadable_file…


Immerhin: Taget price 29p


Freundliche Grüße
supernova

[muenchenguru]

zu Deiner Frage wer Old Park Lane ist:


Old Park Lane Capital Raises £20m for Range Resources Limited (AIM:RRL)
April 20th, 2011

20 April 2011

Company Announcements
Australian Securities Exchange
Exchange Plaza
2 The Esplanade
PERTH WA 6000

By E-lodgment

RANGE MOVES TO ACQUIRE 100% INTEREST IN PRODUCING ONSHORE TRINIDAD OILFIELDS

Highlights

* Range has entered in to a Heads of Agreement to acquire the remaining 90%
(previously held a 10% interest) ownership interest, through SOCA Petroleum,
in holding and subsidiary companies which hold three production licences
in producing onshore oilfields in Trinidad together with an associated
local onshore drilling operation;

* The acquisition complements Range’s existing portfolio of oil and gas
production and development assets in Texas and exploration projects in
Georgia and Puntland;

* Trinidad has produced over 3 billion bbls to date and currently produces
100,000 bopd with both major and smaller operators active in the country.
All locally produced onshore oil is acquired by the state owned petroleum
refinery with logistics already established;

* Independent geological and petroleum consulting experts Forrest Garb and
Associates have assessed that the producing fields contain:

+ Net Proved plus Probable Reserves (2P) of 4.8 million barrels of oil
with further Possible Reserves of 2.1 million barrels.

+ Undeveloped Prospective Resources (best estimate) of 20 million barrels
of oil.

* Current production is approximately 600 bopd with a planned work program
expected to lift production to more than 4,000 bopd within 36 months on
known reserves;

* Planned production doesn’t take into account exploration upside with
significant potential from the deeper `Herrera Formations’ which host
substantial producing reserves on adjacent blocks;

* 10 Herrera Formation Targets already mapped with extensive 3D Seismic
existing on SOCA’s licences. The above Prospective Resources does not
include any Herrera potential;

* Acquisition comes with established drilling inventory, personnel and
operations all in place on site;

* Successful oversubscribed placement of GBP20m through the Company’s broker,
Old Park Lane Capital to fund initial acquisition costs, with the Company
looking at accepting GBP5m in over subscriptions due to demand; and

* Current work programme now has Range participating for the rest of 2011 in
2 exploration wells in Puntland, 2 exploration wells in Georgia, at least 4
appraisal and development wells in Texas, and multiple production wells in
Trinidad with at least 1 exploration well targeting the highly prospective
deeper Herrera formation.

Australian-based oil and gas company Range Resources Limited (“Range” or “the
Company”) has entered into a binding Heads of Agreement (“HOA”) to acquire
through SOCA Petroleum (“SOCA”) its right to purchase a 100% interest in a
Trinidad holding company whose two wholly owned subsidiaries hold production
licences for three blocks in producing onshore oilfields in Trinidad (see
Figure 1) together with a local drilling company.

The production acreage and operating wells cover the Morne Diablo, Beach
Marcelle and South Quarry oilfields, with the total acreage covering 16,253
gross acres on the southern coast of onshore Trinidad. Current production from
the fields is approximately 600 bopd, however Range believes a minimal work
program could potentially lift production to more than 4,000 bopd within 36
months on the known reserves.

In addition to the holding company parent of two subsidiaries holding
production licences for the onshore acreage, the proposed Range acquisition
also includes a 100% interest in a wholly owned drilling company (located in
Trinidad), which owns onshore drilling equipment and related facilities.

The Company is planning to use company-owned drilling rigs and equipment and,
with cashflow from existing production supplemented by a well advanced
financing facility (to be finalised) to fund its development and exploration
program which aims to increase the production from 600 bopd to 4,000 bopd
within 36 months from known reserves without taking into account any
exploration upside.

In addition to the known reserves, significant potential exists in the deeper
Herrera Formation (refer below). The Deeper Herrera Formation will be a primary
target of future drilling using company-owned drilling rigs, which are capable
of reaching the depth of these formations. Subject to the successful drill
testing of this formation, the Company is ultimately targeting an increase in
the production level to between 8,000 – 10,000 bopd.

Range’s Executive Director, Peter Landau commented today, “With the recent
strength and growth in Range’s asset base and market capitalisation, the 100%
acquisition represents an incredible opportunity to compliment Range’s asset
base of good value exposure to early stage, low risk production / mature
exploration opportunities whilst retaining significant exposure to considerable
measurable exploration upside.”

“Onshore Trinidad is a low cost, high operating margin environment with oil
production sold at the wellhead and transported to the Pointe-a-Pierre
Refinery, which has capacity for all additional planned production.”

“The Company believes that there is significant potential for value enhancement
given the known management team and will target (subject to exploration
success) an ultimate production profile of up to 10,000 bopd over the next 2-3
years ,” he added.

Consideration

Under the terms of the Agreement with SOCA Petroleum, Range will pay the
following to acquire the remaining 90% interest in SOCA that it doesn’t already
own:

* US$52m upon formal completion of the acquisition (scheduled to happen
imminently upon all necessary closing actions being completed);

* The issue of 35,842,293 fully paid ordinary shares upon completion; and

* The potential issue of two parcels of a further 17,921,146 fully paid
ordinary shares upon production from the SOCA licences reaching 1,250 bopd
and 2,500 bopd respectively.

To help provide funding for the cash component of the acquisition
consideration, Range has received commitments to a placement of 117,647,059
shares at an issue price of GBP0.17 per share to raise GBP20 million. The placement
was undertaken through the Company’s UK broker, Old Park Lane Capital, to a
number of sophisticated and institutional investor. The placement was well
oversubscribed and Company is looking at accepting up to GBP5m in over
subscriptions due to demand.

The placement is scheduled to settle on 27 April 2011, other than 4,426,271
shares which are scheduled to settle on 10 May 2011.

Technical Overview of Trinidad assets to be acquired

Historical and current oil production is from the Forest and Cruse Formations
which are shallow fluvio-deltaic reservoirs with current total estimated Proved
plus Probable plus Possible Reserves (3P) (on SOCA’s and third parties’
licences) of 20 million barrels of oil (MMbo) (Forest A. Garb & Associates
report1). Current production is approximately 600 bopd from the Morne Diablo,
South Quarry and Beach Marcelle fields.

Significant potential exists in the Deeper Herrera Formation. The Deeper
Herrera Formation is a Miocene-aged deepwater turbidite. Production is
typically found in the northeast to southwest thrusted structures to the east
and north of the subject acreage, where the Penal field has produced more than
60 MMbo to date. 3D Seismic was used to identify prospective drilling locations
in the license area that have a further undiscovered oil potential of 100 MMbo.

The Deeper Herrera Formation will be a target of future drilling using
company-owned drilling rigs, which have the capability to reach these
formations.

An independent recoverable reserves assessment by Forrest A. Garb & Associates1
has provided the following certified Reserves and Resources for the 3 blocks (
note: the report does not provide an assessment of the Deeper Herrera
Formations referred to above).

http://oldplc.com/news/old-park-lane-capital-raises-20m-for-…

[muenchenguru]

ach herrje, sorry, ich dachte zuerst der Text gehörte zu Altona, dass diese Agentur die Kap.maßnahme für Altona arrangierten, dabei war es für Range.
Jedenfalls ist Altona wohl ein Kunde bei denen , IR oder sowas.

[supernova1712]

Chairman’s message

This is our first newsletter for some time but I am confident you will find that the contents reflect the excitement and diversification which have been endemic within the company since my last report.

In this edition you will find details of a number of new agreements which we are confident will pave the way towards realising our aim of being an international clean energy company.

The Arckaringa Project in South Australia remains our flagship project but we aim to leverage off that in developing other projects in both Australia and China.

We have reached agreement with Tongjiang Energy to enter a strategic partnership to identify and evaluate coal and biomass gasification projects in China for the production of clean energy and transportation fuels.

We have formed a cooperation agreement with U.S. based clean energy company Rentech, the owner of proprietary technologies for the Fischer-Tropsch Process (FT Process) and the gasification of biomass to produce Synthesis Gas (Syngas).

We have successfully renewed our exploration licences for a further two years. While the renewal of ELs in South Australia is typically for one year within a maximum five year timeframe, the Minister for Mineral Resources has granted the renewals for two years in recognition of the detailed work program which will be carried out as part of the Bankable Feasibility Study.

Recent evaluation reports have confirmed the quality and extent of the coal deposits that underpin the Arckaringa CTL and power project. These reports were commissioned by the Arckaringa Joint Venture partner and project manager, CNOOC-NEIA, and were undertaken by China National Administration for Coal Geology.

Arckaringa CTL and Power Project

And we have entered into a Memorandum of Understanding with Icelandic based clean energy company CRI, holder of proprietary technology for the production of fuel grade renewable methanol from CO2 and hydrogen.

All of these milestones are reported in more detail in this newsletter.
Arckaringa remains a mighty project and its potential scope is being increasingly understood and appreciated in its home State of South Australia.

Those readers who follow mining news will know that BHP Billiton is expected to announce a multi-billion dollar expansion of its Olympic Dam mine in the very near future. This is the world’s largest uranium deposit and ranks in the top five in copper and gold. This behemoth is our neighbour, a relatively short distance away in Australian outback terms, requiring vast quantities of power, diesel and water.

Chris Lambert
Chairman

Kompletter Newsletter:

http://www.altonaenergy.com/email_images/sept2011/newsletter…



Noch einige weitere Zitate aus dem Newsletter:

The next stage of the Arckaringa work program is scheduled to start by the end of 2011, pending approvals and permits from the South Australian Government and relevant agencies.
…
Lack of water has always limited the development of the outback. It’s the essential ingredient for cropping, grazing, mining and, of course, sustaining human populations.
In operational phase, it is estimated that the mine will generate about 320Ml/day, of which less than 10Ml/day will be required for mine operations. The remaining 310Ml/day is therefore available for a variety of uses with the remainder reinjected into the aquifer.

This puts Arckaringa into the unique category of being a catalytic project which could lead to major mining and agricultural development right through the dry north of South Australia.
…
That is one of the reasons why the Arckaringa Project is increasingly being viewed as a catalyst for growth, as well as a multi-billion dollar, long-life export earner.
…
“Our key messages include not just the progress we are making, but also ensuring that people understand the potential, scope and diversity which our access to technology may provide.

“This message is being increasingly understood, and well received, as South Australia moves rapidly to take a place as a major mining State in Australia. Arckaringa’s products – diesel, electrical power and, hopefully, water, are all critical ingredients for the State’s large-scale mining development”.
…

“The gasification of biomass presents an alternative method of disposing of waste and reducing the need for landfill solutions. The production of clean energy products from biomass, alongside those produced from the Arckaringa CTL plant would further contribute to South Australia’s energy security.”


Eure Meinungen sind willkommen!

Freundliche Grüße
supernova

[I-Ron]

Antwort auf Beitrag Nr.: 42.150.281 von supernova1712 am 29.09.11 13:26:05

Tönt alles, wie schon seit Jahren, eigentlich gut.
Kohle ist da, CNOOC-NEI als Partner wohl auch nicht schlecht (ausser dass sich die Chinesen wohl nicht sehr für den Partner als für sich selbst interessieren).
Weitere Ideen und Zusammenarbeit mit Technologiepartnern ist auch iO.

ABER:
Wann hier das Projekt als Cash-Flow generierende Maschine effektiv umgesetzt ist, das liegt für mich noch ziemlich weit in den Sternen. Ob dann Altona Energy wirklich noch irgend eine Rolle spielt, auch das ist wohl nicht in Stein gemeisselt.

Dennoch:
Eine interessante Wette auf etwas, das dereinst wirklich gross und für Südaustralien und die zur Entwicklung anstehenden Projekte in der Umgebung enorm wichtig werden kann. Eine sehr langfristige Wette mit reichlich Chancen, aber auch enormen Risiken.

[supernova1712]

http://www.miningweekly.com/article/bhp-gains-approval-for-b…

BHP gains approval for big Olympic Dam expansion



Gab es da nicht einen Zusammenhang in Sachen Energiebedarf in South Australia?


Freundliche Grüße
supernova

[Ikar]

[supernova1712]

http://oilbarrel.com/news/poweralternatives-altona-energy-an…

October 17, 2011
Poweralternatives: Altona Energy And Chinese Partner Quietly Progressing Arckaringa CTL Feasibility Work
By Martin Clark

AIM-listed Altona Energy sits on some huge coal deposits in the Arckaringa Basin of South Australia, a pretty useful asset as it seeks to tap into the boom for unconventional gas. But life is not always easy, or fair, for an aspirant targeting this still largely niche segment.
Altona’s share price has sunk pretty much throughout the whole of 2011, despite the fact that it now hangs out with some impressive company in the shape of Chinese energy major CNOOC-NEIA, which is taking a majority interest in the Arckaringa project.

Fifty-one per cent earn in partner CNOOC-NEIA is funding the A$40 million bankable feasibility study (BFS) where a base case operation of up to 15 Mtpa, supporting an integrated 10 MMbblpa coal to liquids (CTL) and 560 MW co-generation power plant is being considered.

Altona - which retains a 49 per cent stake - says the flagship project ticks all the right boxes as a major Australian energy development project for the 21st century, citing a resource equivalent to 7.8 billion barrels of clean-burning fuel.

But rather than Arckaringa being viewed as a coal mine, Altona refers to it as an ‘energy bank’ where modern technology will be applied to an old fuel source to create a whole host of synthetic products through a gasification plant capable of producing anything from oxygen and nitrogen to electric power, fertiliser, methanol/ethanol, diesel, jet fuel and wax.

Located 800 kilometres north of Adelaide in South Australia, when established, Arckaringa should be capable of providing 90 per cent of the state’s projected diesel demand up to 2030 and 16 per cent of its 2011 maximum power demand.

Today, South Australia imports all of its transportation fuels, requiring bulk fuel shipments every three days through Port Adelaide. But things have gone fairly quiet in the past month or so from the Altona camp, which is never something to endear any company to its investors.

But that, coupled with the steady share price drop, should not trigger any undue alarm.The news flow may be thin on the ground but progress appears to be being made, with the added emphasis and input from the new heavyweight Chinese partner.

CNOOC-NEIA has now mobilised a team to Adelaide to target the EL 4512 area for detailed assessment ahead of development, as it works up the BFS. The involvement of CNOOC-NEI as Altona’s joint venture partner also gives the project an export angle, with the project realistically able to contemplate coal and liquids exports to China and possibly other Asian destinations.

What is not in dispute either is the CTL technology itself which has been proven for years in other territories around the globe and is of rising interest.It just means that, for now, more patience is required.The BFS is expected to take 24–30 months overall, leading to a three to four year construction phase. It means this project still has quite some distance to run, and will also entail a great deal of environmental work, though things do appear to be moving and on track thus far.
Although a progress update should be fairly imminent and the issue of more results, it might be a good time to focus on the fundamentals, the sheer scale of the project and the resource base, its location in a stable energy investment country, and the clout of Altona’s partner.


Freundliche Grüße
supernova

[I-Ron]

Antwort auf Beitrag Nr.: 42.224.974 von supernova1712 am 18.10.11 11:34:44

Also alles gemäss dem Sprichwort: "Geduld bringt Rosen".

[muenchenguru]

danke für den Artikel, Supernova.
Für mich bleibt Altona auf der Watchlist.
Einen Einstieg plane ich aber eher mittelfristig.

Ein großer Partner kann aber auch nachteilig werden, wenn er den Juniorpartner "verhungern" lässt um ihn dann das Messer auf die Brust zu setzen bzw. billig zu übernehmen.

Bin noch nicht so tief eingestiegen um beurteilen zu können, ob Altona die Zeit mit oder gegen sich hat.

[I-Ron]

Project Update nach JV-Meetings mit CNOOC-NEI Ende November in Peking sowie Kurzstatement vom SA Minerals-Minister.

http://www.londonstockexchange.com/exchange/news/market-news…

[supernova1712]

Antwort auf Beitrag Nr.: 42.453.617 von I-Ron am 08.12.11 10:14:02

Der Börse gefällt's. 14 Prozent Anstieg auf 6p bei 1 Mio. gehandelten Stücken.

Highlights

· Key approvals granted by the South Australian Government for the Arckaringa work programme

Ø Program for Environment Protection and Rehabilitation ("PEPR") approved

Ø Water permitting and work area clearance processes under way - drilling programme contractors to be selected with programme expected to commence as soon as practicable in 2012

· Approval of key elements of the continuing Stage 1 work programme for completion during 2012 by the Arckaringa Joint Venture Management Committee:

Ø drilling programme, coal sampling and test work

Ø studies covering, inter alia, mine design, environmental impact assessment, preferred coal conversion options, infrastructure requirements product marketing and carbon capture, storage and utilisation

Freundliche Grüße
supernova

[uullii]

KursdatenBörse London Stock Exchange
Aktuell 6,25 GBp
Zeit 08.12.1117:30
Diff. Vortag +19,05%
Tages-Vol. 25,05 Mio.
Gehandelte Stück 4,12 Mio.

die besten Preise in Schland sind wohl passé,

seis drum, Kohle muss teurer werden,
damit die Regenerativen voran kommen,

stay cool

UHU

[I-Ron]

Neue Präsentation anlässlich des AGM vom 8.12.2011

http://www.altonaenergy.com/pdfs/Altona%20AGM%20presentation…

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 42.459.622 von I-Ron am 09.12.11 11:17:09

Altona hat eine geringe MK. Die Aktie ist unterbewertet.
Das einzige was mir Kopfzerbrechen macht, wie Altona die 49 % (ihr Anteil)für die Finanzierung aufbringen sollte ?
Aber vielelicht bekommen Sie ja Kredit von den Chinesen ?
Ich denke bis Ende 2012 werden wir mehr wissen....

[Looe]

Antwort auf Beitrag Nr.: 42.459.929 von Rohstoffinvestor am 09.12.11 11:59:52

Das einzige was mir Kopfzerbrechen macht, wie Altona die 49 % (ihr Anteil)für die Finanzierung aufbringen sollte ?
Aber vielelicht bekommen Sie ja Kredit von den Chinesen ?



So steht es zumindestens im "General Meeting" auf Seite 4 :

CNOOC-NEI is funding and operating the BFS for A$40m and providing debt project finance in return for its 51% interest.

Das bedeutet doch, daß die Chinesen für ihren 51 % Anteil die Finanzierung
des Projekts übernehmen, oder sehe ich da etwas falsch ?

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 42.470.644 von Looe am 12.12.11 22:44:29

Ja richtig - die Chinesen kümmern sich nur um ihre 51 %.
Wo Altona das Geld auftreibt steht noch in den Sternen.
Aber ich denke wenn der Projektwert feststeht wird sich doch ein Interessent finden lassen.

[uullii]

hey altona energy investors,

wann ist es nach Kostolany 6:00, die zittrigen Hände haben fertig - ??

üben wir uns in Geduld und Demut;

Heute ist "Australia Day" no trading hours,

stay cool

UHU

[XIO]

17 February 2012

Altona Energy Plc

('Altona' or 'the Company')

Acquisition of Coal Exploration Licences and Completion of Placing

Altona Energy Plc, the AIM listed energy company, today announces that it has conditionally agreed to acquire a 95% indirect beneficial interest in two advanced coal exploration licences located in the Xinjiang Uygur Autonomous Region of the People's Republic of China ("PRC"). The Company also announces it has entered into a conditional placing agreement with institutional investors to raise GBP1million to provide additional working capital.

Highlights of the Acquisition:

o Total coal resource of the licences is estimated to be approximately 1.17 billion tonnes under Chinese standards (not JORC compliant)

o The exploration licences are well connected to good road infrastructure and growing local and regional coal markets

o The coal is a marketable medium to high energy thermal coal

o A large portion of the coal resource is accessible by conventional truck and shovel open cut mining methods

o The consideration payable, excluding the option consideration, is approximately GBP13 million with payments conditional on the achievement of, and staged to reflect development and performance milestones.

o The exploration assets are advanced and are expected to be readily converted into Mining Licences ("ML"s).

o It is anticipated that the ML application process will commence upon completion of the transaction.

Christopher Lambert, Chairman of Altona commented:

"We are delighted to have secured these two advanced exploration licences, which we believe to have significant potential. These are advanced exploration assets that are expected to have a clear path through the mining licence application process and into production. This is a transformational move for the Company, providing the potential to move into production in the near term on a sustainable basis, and generate strong cash flows underpinning Altona's future, as it actively continues the progression of the bankable feasibility studies on its flagship Arckaringa Project in joint venture with CNOOC-NEI."

[TimLuca [KommA]]

Antwort auf Beitrag Nr.: 42.770.320 von XIO am 17.02.12 21:33:56

Bookmark ......

[supernova1712]

Antwort auf Beitrag Nr.: 42.770.320 von XIO am 17.02.12 21:33:56

Nachdem ich beim genannten Kaufpreis von 13 Millionen Pfund erst mal geschluckt habe, fand ich zum Glück noch folgendes nicht gerade unwichtiges Detail:

"The consideration has been favourably structured against significant performance milestones, including successfully converting each exploration licence into a mining licence and with the cash consideration only payable out of profits following the commencement of production in respect of each mining licence."

Jetzt klingt's für mich nach einem guten Geschäft!

Was meint Ihr?

Freundliche Grüße
supernova

[XIO]

Antwort auf Beitrag Nr.: 42.770.624 von supernova1712 am 17.02.12 22:34:33

yo, gutes detail!

[XIO]

http://www.growthbusiness.co.uk/news/research-news/1692313/c…

[supernova1712]

Peter Fagiano - technical director Altona Energy
Diesel from CTL with Carbon Capture

Zum Lesen:

http://c282277.r77.cf1.rackcdn.com/altonab.pdf

Oder zum Hören:

http://c282277.r77.cf1.rackcdn.com/altonaenergy.MP3

Freundliche Grüße
supernova

[XIO]

Alona Energy (LSE:ANR)

Signing Ceremony - PRC Coal Licences

http://uk.advfn.com/news/UKREG/2012/article/51513036

[uullii]

Hey mates,

lange nich mehr so rot gewesen, für Marathoninvestoren dürfte es nun sehr spannend werden, ich hoffe der Kurs geht nich noch mehr in den Keller.

Die Beteiligungen von Altona in China sind hoffentlich bald kassenwirksam.

Bisschen viel Hoffnung wird hier gefordert.

stay cool

UHU

[Rohstoffinvestor]

Eine MK von 20 Mio Euro ca. ist einfach lächerlich.
Aber es ist ein Geduldsspiel ala Kostolanyi.
Kaufen und SChlaftabletten nehmen .....

[XIO]

Altona Energy Plc ("Altona" or "the Company")

MOU with China based clean energy projects specialist

Altona, the AIM listed energy company, announces that it has entered into a Memorandum of Understanding (the "Agreement" or "MOU") with Maison Global, an established EPC(1) & Project Management provider for clean energy projects in the Peoples' Republic of China ("PRC" or "China"). The Agreement is to collaborate in the business development of project opportunities in the area of coal and biomass gasification in China for the production of transportation fuels, energy products and power.

Altona Chairman, Chris Lambert commented: "The combination of Altona's capabilities and its relationships with leading clean energy technology providers is now complemented by a leading Design-Build Contractor in China with successful experience in clean energy projects, in Maison Global. This MOU should provide exciting opportunities to collaborate on clean coal project opportunities in China, one of the world's largest markets for clean coal energy."

Maison Global is one of the PRC's leading international engineering design, procurement and construction groups, with extensive experience in the PRC in coal and biomass gasification projects for the production of transportation fuels and power. Maison Global was established in 1999 as one of the first western engineering and construction companies managed according to international practices established in PRC. Maison Global delivers domestic and international EPCM(2) , LSEPC(3) and LS(4) Construction projects in collaboration with its Chinese partners. Maison Global has an alliance in the PRC with ThyssenKrupp Uhde, one of the world's leading engineering companies in the design and construction of chemical, refining and other industrial plants. For more information visit www.maisonglobal.com.

..

[supernova1712]

Neue Firmenpräsentation vom 11.04.2012:

http://www.altonaenergy.com/pdfs/EGM%20April%202012.pdf


Unter anderem Zusammenfassung zum "Project Dragon"

Near-term strong & sustainable cash flow
Well advanced assets, positioned for rapid development and ramp up of production
Opportunities for clean energy - recent MOU with Maison Global shows medium term
potential for Altona to develop cleaner coal energy projects in China underpinned by quality coal assets
Strong Chinese relationships have enabled Altona to construct this deal, which will open up further commercial opportunities in China’s vast and growing energy market
Has support from Chinese regional government
Investment protected by payment linked to success targets
Mitigates further dilution to shareholders by creating stable revenue streams
New Dragon assets and balanced shareholder base would facilitate dual-listing on the Hong Kong Stock Exchange
Hong Kong would provide access to widened investor base, with strong appetite for Australasian resource investments


Meinungen?

Freundliche Grüße
supernova

[supernova1712]

Endlich mal wieder News:

http://uk.advfn.com/news/UKREG/2012/article/52921703

28 June 2012
Directorate Change

Altona, the AIM quoted energy company, announces that Anthony Samaha is to resign from the Company's Board of Directors with immediate effect, in order to pursue other business interests. Daniel Jorgensen, CFO, will lead the finance function of the business going forward.

Altona Chairman, Chris Lambert said "We thank Anthony, who was one of the founding directors of Altona, for his significant contribution since the establishment of the Company and wish him well for the future."


"Plötzliche" Rücktritte von Direktoren sollte man immer kritisch durchleuchten. Hat jemand dazu nähere Informationen oder wenigstens eine fundierte Meinung?

Zum Glück gab es aber auch noch das hier:

http://uk.advfn.com/news/UKREG/2012/article/52957801

2 July 2012
Completion of Acquisition of PRC Coal Exploration Licences
...
Highlights:

-- The Completion follows a period of detailed due diligence which commenced after the signing of a conditional Share Purchase Agreement, announced on 17 February 2012

-- Altona anticipates that production and revenues from sales to local markets at profitable prices will start flowing as soon as post-winter conditions allow in 2013

o Altona has successfully concluded the commercial and legal due diligence on the Seller and on both EL1 and EL2 (together the "EL's"), and additional technical due diligence on EL1;

o In the meantime, the technical due diligence on EL2 will continue with a view to exercising the option and proceeding to the conversion to a Mining Licence ("ML") and into production as soon as possible; and

o Altona has negotiated a number of favourable adjustments to the initial terms announced in February 2012, which are detailed within this announcement.

-- The Board of Altona stress the following benefits that the Acquisition will provide to the Company and its shareholders:

o A source of revenue, profits and cashflow that will mitigate the need to raise funds from shareholders and arrest further dilution of existing shareholders;

o A stronger platform for Altona's participation in the Arckaringa Project, particularly to cover working capital needs during the Bankable Feasibility Study ("BFS"); and

o The ability to strengthen the Company's shareholder base - holding income producing coal assets in China of the nature and size covered by the Acquisition would enable Altona to consider a dual listing on the Hong Kong Stock Exchange, and the Company has engaged a Hong Kong based corporate advisor to assist in the evaluation of this pathway.

The Chairman of the Altona Board, Chris Lambert, commented: "The Company is thrilled to complete the Acquisition and to secure two advanced EL's in a dynamic and growing area that is hungry for energy. We have successfully negotiated amendments to the terms of the SPA to reduce technical and commercial risk to a minimum whilst preserving an early pathway to development and securing full rights over both EL's. Our due diligence work establishes that the first EL can be readily converted to an ML and brought quickly into production and that the second EL should follow the same path.

"The Acquisition is a transformational move for the Company, providing the means to move into production in the near term on a sustainable basis, which is anticipated to generate strong cash flows to underpin the Company's future. In contrast to our flagship Arckaringa CTL Project, this project will have much shorter timelines to achieving coal production revenues and will therefore have more frequent updates to the market."
...
Altona anticipates that production and revenues from sales to local markets at profitable prices will start flowing as soon as post winter conditions allow in 2013.
...
-- The milestones that must be reached before Altona is liable to pay a Cash consideration or issue Shares to the Seller, pursuant to the exercise of options granted to the seller, have been confined solely to Profit Milestones, whilst the previous link to production milestones has been deleted;
-- These Profit Milestones apply for each of three years , rather than just one year, and will be at a level of at least RMB60 million in each year after the ML is issued (rather than at RMB90 million for just one year as previously proposed) and, in addition, an interim milestone of RMB30 million will apply mid way into each year;

-- The Cash consideration (GBP3.825 million) will no longer have to be paid in one instalment, but rather in three part instalments over three years to coincide with the attainment of the Profit Milestones;

-- The requirement for Altona to pay the Resources Fee, which was previously proposed to be payable with the ML application, has been deleted with confirmation during due diligence that any resources fees or charges can be paid out of future production and revenues in accordance with normal local regulations;

-- the Seller has undertaken to convert EL1 into an ML by 15 December 2012, failing which a remedy of GBP200,000 is payable to Altona within 10 business days after receiving a written notice from Altona; and

-- All of the obligations and liabilities of the Seller have been guaranteed.
...
More broadly, it can be said that the Xinjiang region is becomingly increasingly important as a coal mining centre in China. According to the Chinese Government's principal economic policy and planning body, the National Reform and Development Commission (NRDC), Xinjiang contains 2.19 trillion tonnes of coal resources (approximately 40% of China's total resources). Historically, production has been small, but recent NRDC statistics indicate that, as a result of new mine developments over the past decade, coal output rose to around 100 million tonnes in 2011. Industry commentators suggest that, with the continuing development of transport and industry infrastructure within north western China, output from existing and new mining operations in Xinjiang will continue to rise during the current economic planning period to supply both local markets and other regions of the country.

Qualified Person

Altona engaged Minarco Mineconsult ("MMC"), an international mining consultancy firm to undertake an independent high level technical review of the Licences, particularly in regard to geology, mining potential, coal quality and coal markets.
...


Klingt für mich als hätten sie clever nachverhandelt.
Produktion in 2013!?
Wow, schaun mer mal...

Freue mich auf eure sachlichen und fachkundigen Kommentare.

Freundliche Grüße
supernova

[muenchenguru]

danke supernova für das Einstellen.
Fachkundigen Kommentar kann ich kaum geben, weil ich Altona nur am Rand beobachtet habe u. ich sie eigtl. schon für tot gehalten habe.
Was mich interessieren würde, haben sie einen Abhahmepreis für die Kohle ?
Werde mir mal eine akt. Präsentation anschauen....

[Rohstoffinvestor]

Antwort auf Beitrag Nr.: 43.344.709 von supernova1712 am 02.07.12 19:52:08

mit einem fachkundigen Kommentar kann ich nicht aufwarten.
Ich sehe nur das der Kurs auf Kaufniveau ist.
Der Boden ist gebildet. Mit Fortdauer des Projektes wird der Kurs wieder Richtung 15 pence laufen....
Das ist mein fachkundiger Kommentar.

[uullii]

hey altona energy investors,

news on Arckaringa project:

http://www.londonstockexchange.com/exchange/news/market-news…

stay cool

UHU

[supernova1712]

Aus dem aktuellen Altona Energy Newsletter:


Chairman’s message

Description: http://www.altonaenergy.com/email_images/july2012/Chairman.j…

I was delighted to be able to announce earlier this month that Altona had secured an indirect 95% beneficial interest in an advanced coal exploration licence ("EL1"), with an option to acquire a further advanced coal exploration licence ("EL2"), both located in the Xinjiang Autonomous Region of the People's Republic of China.

The documentation for this milestone development was signed at a ceremony in Beijing on 27 June by Altona Directors Chris Schrape and Michael Zheng and the Director and Shareholder of Cheerful Jade, Mr. Cheung Wing Kwong.

The Board and I are enormously excited about this move for many reasons, not the least of this being that it will provide Altona with a source of revenue, profits and cashflow that will mitigate the need to raise funds from shareholders and arrest further dilution of existing shareholders.

And I want to take this opportunity to strongly emphasise the positive implications for Arckaringa, which remains our flagship project. This acquisition in China provides Altona with a much stronger platform for developing Arckaringa, particularly to cover working capital needs during the Bankable Feasibility Study; and it will enable us to consider a dual listing on the Hong Kong Stock Exchange.

In basic terms, the cashflow will assist us in staying the course for Arckaringa.

Big projects such as Arckaringa take a long time to come into production, but when they take off the shareholders are rewarded with 50 year or more projects. In this regard we are very fortunate to have CNOOC-NEI as our partner, taking a long-term view.

Full details are available on our website, www.altonaenergy.com

Chris Lambert
Chairman

Arckaringa Project update August

Since our last Newsletter an enormous amount of work has been done behind the scenes in London, Beijing and Adelaide and Altona is now advanced on a milestone coal deal in China (see Chairman's Message) and the Arckaringa Project in outback South Australia.

All regulatory approvals are now in place to allow the commencement of the Arckaringa drilling programme and this was announced to the London Stock Exchange on August 13th. Some important milestones have been achieved as part of the regulatory process which will stand future field activities in good stead.

Long-running discussions with the Native Title claimant group Antakarinji Matu-Yankunytjatjara Aboriginal Corporation (AMYAC) and its representatives have led to a Work Area Clearance for drilling, involving the relocation of a small number of drill holes but without compromising the technical objectives of the programme. The parties have a positive relationship and have agreed to work together to achieve and implement a framework or MOU that can lead to a Native Title Agreement to cover respective rights, responsibilities and economic opportunities during any future mining and development project at Wintinna.

Description: http://www.altonaenergy.com/email_images/july2012/arckaringa…
Altona MD Chris Schrape updates the Coober Pedy District Council on the Arckaringa Project

The South Australian Arid Lands Natural Resources Management Board has granted the Arckaringa Project one of the first Water Affecting Activity Permits under expanded and strengthened regulations.

The Government has also extended the Program for Environmental Protection and Rehabilitation (PEPR) to November 2012, recognising the time taken for granting of the Water Affecting Activity Permit and the Work Area Clearance.

With all permits and approvals now in place, CNOOC NEIA is clear to finalise selection of drilling programme consultants from China and Australia, including drilling contractors and other service providers, to allow the programme to proceed. The key objectives of the programme are to extract bulk samples of coal to test and extend the coal quality profile, to complete in-fill coal and coal geotechnical boreholes to facilitate open cut mine design (especially in an area covering the potential initial box cut) and to complete hydro-geological test wells to enable the refinement of the existing hydro-geological model and underpin a groundwater management plan. Attaining these objectives is essential to the progress of the Bankable Feasibility Study (BFS) for the Arckaringa CTL and Power Project.

For full details on this milestone development please visit the Altona website, www.altonaenergy.com

Description: http://www.altonaenergy.com/email_images/july2012/arckaringa…
CNOOC-NEIA General Manager Victor Li presents Coober Pedy Mayor Steve Baines with a symbol of friendship

SA Government Support Continues

Earlier this year South Australia's Minister for Mineral Resources and Energy, Hon. Tom Koutsantonis MP, gave a video interview in which he gave his views of the Arckaringa Project. Some of the comments he made were:

I can't put a high enough value on the exploration in the Arckaringa Basin for coal-to-liquid technologies.

100 years is what we need for diesel and electricity continuity (for) Olympic Dam, Rio Tinto, developing the Woomera Prohibited Area. The biggest problem SA will face is supplying those mines with diesel and electricity, this is the most important strategic infrastructure problem the State has.

What Altona is doing there is fantastic in a carbon constrained world and in SA with new mines lasting longer and going deeper.

Olympic Dam will be one of the largest consumers of diesel power in the world. It's the largest mining venture in human history. There needs to be security of supply (of diesel). Currently that supply is being shipped in. We need a local source of diesel. This coal-to-liquid that Altona is talking about is just fantastic, it's just the type of investment we're looking for in this State.

CNOOC being in SA is a great signal to the rest of the world that SA is about to take its place amongst the titans of mining. SA is on the cusp of becoming one of the great mining jurisdictions of the world . . . CNOOC is one of the companies in SA who are doing great things.

The Altona project in the Arckaringa Basin is about exploiting local resources for local use. That's a fantastic way to invest in SA. It makes the Government very, very excited about their investment. It's great for SA because we're using local people, our local knowledge with foreign investment, it's exactly what we want to be.

The most important licence is the social licence to operate. Altona has done a fantastic job. They're a great example to other companies, how to operate in Australia, (they have) done a fantastic job, I want to applaud them for getting their social licence to operate.

Description: http://www.altonaenergy.com/email_images/july2012/image02.jp…
Minister Koutsantonis (left) and Altona Chairman Chris Lambert discuss the Arckaringa project plans in Adelaide

Altona in the community

Strong and ongoing links with the community are regarded as essential by the South Australian Government and the minerals industry, as a means of achieving and maintaining the Social Licence to Operate.

Altona has always supported this position, and continues to do so.

We are lucky that the outback location of the Arckaringa project is ideal for getting to know the people who travel hundreds of kilometres to attend social and business events. And even though they may live far away, they are keen followers of Arckaringa's progress.

Altona is an annual sponsor of the Oodnadatta Bronco Branding competition and this year Altona and CNOOC both sponsored the Coober Pedy race meeting and gymkhana.

On a more serious note, MD Chris Schrape provides project updates each year to the Far North Economic Development Forum at Coober Pedy; and Chris and Victor Li from CNOOC both addressed the Coober Pedy Council earlier this year.

Description: http://www.altonaenergy.com/email_images/july2012/community0…
Altona's Stephen Marlow (left) with Eddie and Ryan Rankin, winners of the Altona Energy Gretna Green motorcycle event at the 2012 Coober Pedy Races and Gymkhana.

Australia-China business relations

There is a lively political and media debate in Australia about Chinese investment, particularly in the resources sector.

Altona shares the very clear view of the South Australian and Federal Governments that without foreign investment, the major resource projects on which Australia relies would not be possible.

Australia has always relied on funding from overseas to finance its massive projects, and there is no sign of this position changing. China makes an ideal business partner for many reasons.

Put simply, PRC has the finance, is hungry for resources, and has the added benefit of being a relatively near neighbour.

Altona’s Arckaringa project is a perfect example of a highly significant undertaking which has attracted the strong support of a Chinese partner, in this case CNOOC.

CNOOC is only one of several major Chinese companies, including Sinosteel and Wuhang Iron and Steel Corporation, with investments in South Australia.

The South Australian Government is developing a China Strategy for the State, which will build on the goodwill and strong ties which already exist. There is close co-operation between the South Australian and Northern Territory Governments to promote new mineral investment and markets in the central corridor of Australia. Many of the projects – like Arckaringa – are close to the Adelaide-Darwin rail line and therefore connected to the major northern port of Darwin, and proposed ports in South Australia. These are crucial strategic advantages and are particularly relevant to a large-scale, long-life project such as Arckaringa which will produce much-needed diesel and electricity.

Both Altona and CNOOC are members of the Australia China Business Council (ACBC) and are actively involved in strengthening the economic ties between SA and China.

The value of this trade is driven home in ACBC research which shows that the average value of trade with China per Australian household is a staggering AUD 13,470, comprising AUD 8,370 in exports and AUD 5,100 in imports. The flow through impacts of investment and trade on local economies are substantial and the continuing expansion of these drivers of growth will benefit everyone.



Freundliche Grüße
supernova

[supernova1712]

http://www.investegate.co.uk/Article.aspx?id=201208280700228…

THE FUTURE OF AUSTRALIA'S CLEAN ENERGY

Altona Energy ("the Company") puts the case for Arckaringa coal delivering South Australia's future clean energy requirements at a conference in Brisbane


Altona Energy (AIM: ANR) is pleased to announce that at the Australian Syngas Association inaugural annual conference in Brisbane held today, Chris Schrape, the Company's Managing Director, made a presentation featuring a paper on the future of Australia's clean energy and the part that the Company's 49% owned Arckaringa coal-to-liquids project could play. The paper compares current and planned LNG projects with coal-to-liquids projects and provides economic analyses of the two technologies. The Executive Summary is reproduced below and the full report is available from the Company's web site at www.altonaenergy.com

EXECUTIVE SUMMARY

· The report has been written to put the case for the co-development of the Liquid Natural Gas (LNG) and Coal to Liquid (CTL) industries in Australia, and to compare the respective strengths and weaknesses of the two sectors.

· Australia has clear ambitions to become the leading supplier of LNG in the world, with some AUS$170bn of investment already committed and another AUS$100bn for further LNG investment planned. Indeed, Australian LNG projects under construction now represent more than 70 per cent of all LNG plants under construction globally.

· However, a Business Council of Australia report recently noted that resources projects in Australia are 40 per cent more expensive than in the USA, and that the Australian labour-force on such projects is 60 per cent less productive that its US counterparts.

· And these worrying statistics are only likely to get worse in the medium term, with substantial reductions in US shipping time and costs to Asia when the Panama canal widening is completed in 2014 which would allow lower cost USA LNG to become commercially available in Australia's prime market.

· There may be an alternative solution however: the CTL industry. Coal is cheap to produce, is more predictable than LNG in terms of quality and reserves, and Australia has plenty of it, being the largest exporter in the world.

· Coal has always been considered as a polluting source of energy, but now coal gasification is gaining far more friends in the environmental world internationally, for the production of chemicals, electricity and synfuels (coal-based synfuels contain no carcegenes, aromatics or sulphur and minimum particulates)

· Gasified coal can be converted into Diesel, Naptha, Jetfuel, Methanol, Gasoline, Fertilisers, Petrochemicals and electricity. The by-products are CO2, water and sulphur dioxide (SO2), which can be processed into commercial products. The only effluent is an inert vitrified ash, which is used in construction and for road fill.

· There is enormous potential in the CTL market: the Arckaringa coal asset in South Australia alone could sustain fuel production of some 30,000 Barrels per Day (BPD) for 70 years or, in other words, the total amount of fuel imported by Australia in 2011

· It is clear that Australia can establish CTL as a key plank in its long term clean energy strategy to provide a reliable and stable source of chemicals, energy and fuels; firstly to meet its own energy needs, and secondly to export to its Asian neighbours.


The paper's author, Executive Technical Director Peter Fagiano, commented: "A rational overview of economic and political issues will allow CTL to be established as a long term stable source of chemicals, energy and fuels to meet firstly, the needs of Australia and where appropriate, the surplus to be exported to the Asian region. CTL is set to become an integral component of Australia's energy future."


For further information, please visit www.altonaenergy.com or contact:

Altona Energy Plc

Christopher Lambert, Chairman

Christopher Schrape, Managing Director

Peter Fagiano, Executive Director

[phone]


Tavistock Communications

Mike Bartlett

Simon Hudson

[phone]


About Altona Energy

Altona Energy is listed on the London Stock Exchange's AIM market. Its current focus is firmly on the evaluation and development of the Company's 49% interest in its flagship coal-to-liquids Arckaringa Project to exploit the huge coal resources contained in three exploration licences covering 2,500 sq. kms in the northern portion of the Permian Arckaringa Basin in South Australia. The Project is designed to include a modern, combined-cycle power station adding 560Mw to the national grid and to produce clean burning fuel for Australia and the world from a resource equivalent to 7.8 billion barrels. Altona Energy has forged a Joint Venture with CNOOC New Energy Investment Co., Ltd., a subsidiary of the China National Offshore Oil Corporation (CNOOC), to complete the Project Bankable Feasibility Study and expedite the Project's development.

In addition to its Arckaringa interest, Altona Energy holds interests in two coal exploration licences in the Xinjiang Autonomous Region of the People's Republic of China. These interests are expected to provide early cash flow to enable the Company to progress the Arckaringa project and to continue to investigate additional opportunities to deploy the management team's expertise in clean energy.
-ends-



Freundliche Grüße
supernova

[timezone]

Was für eine Looseraktie ist den das geworden

Der Kohlepreis fährt auch kontinuierlich in den Keller, ob das was wird mit den Kohleabbau in China. Vorallen mit den geplanten Gewinnen.

In Ausstralien machen sie einen auf Umweltfutzi und in China verpesten sie die Umwelt.

Die Weltkonjunktur geht den Bach runter und die Börsen steigen. Was für ein Schauspiel. Ja ja das viele Geld.

Das wird sich genau so hinziehen, wie die BFS. 3 Jahre machen die jetzt schon rum und haben noch nicht mal die 1 Stufe abgeschlossen. Was machen die eigentlich den ganzen Tag? Bei einer News pro Quartal, kann man es sich schon denken. Ich habe immer geglaubt die Chinesen sind etwas schneller.

Naja deren Gehalt läuft ja weiter.

[supernova1712]

Antwort auf Beitrag Nr.: 43.632.479 von timezone am 21.09.12 18:47:04

Es gibt auch andere, sachlichere und kompetentere Meinungen:

http://oilbarrel.com/news/altona-energy-clears-path-to-explo…



September 19, 2012
Altona Energy Clears Path To Exploratory Drilling At Arckaringa As Chinese Opportunities Arise

Enthusiasm is contagious, and as anyone who has met Altona’a Executive Director Peter Fagiano can attest, such an encounter often leaves the individual in wholehearted agreement that Coal to Liquids (CTL) is an important piece of our energy future, and deserving of wider assistance and consideration wherever there is an abundance of coal. This enthusiasm and experience will be invaluable to a sector that is battling Liquid Natural Gas (LNG) for recognition, acceptance and a place in the future energy policy of Altona’s operational home in Australia.

The recent inaugural annual conference for the Australian Syngas Association in Brisbane provided a platform for such comparison, with Peter again arguing the case for CTL gaining an equal footing in Australia with the more established and ‘investible’ LNG industry. Where LNG has A$170 billion of Australian investment committed, and a further A$100 billion being planned, no investment in coal gasification projects for either electricity production (IGCC – Integrated Gasification Combined...
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Freundliche Grüße
supernova

[timezone]

Antwort auf Beitrag Nr.: 43.636.556 von supernova1712 am 23.09.12 20:41:00

Hier dürften ja fast alle Minus sein, ausser die Langfristanleger, die zum richtigen Zeitpunkt gekauf haben und die letzten 4 Jahre nicht nachgekauft haben.
Ich bin am überlegen, ob ich noch mal aufstocke, falls sie unter 2 Pence fallen sollten.
Bei der derzeitigen Lage auf diesen Planeten, sehe ich jedoch eher keinen Anlass zur Zeit.


Chartverlauf seit dem letzten Update.

[supernova1712]

Schöne Firmen- und Projektzusammenfassung, soeben zufällig gefunden:

http://asaconference.com.au/files/2012/08/Chris-Schrape-Alto…

Ist schon vom August, aber findet sich NICHT auf der ANR-Homepage.

Viel Spass beim Lesen.

supernova

[supernova1712]

Antwort auf Beitrag Nr.: 43.784.621 von supernova1712 am 04.11.12 18:54:53

...dafür ist DAS hier brandneu:

http://www.investegate.co.uk/altona-energy-plc-%28anr%29/rns…

5 November 2012
Arckaringa Project Update

Selection of Altona's Project Management Contractor

Altona Energy (AIM:ANR) is pleased to announce that it has signed a Memorandum of Understanding with Parsons Brinckerhoff's Global Mining Business group with the intent to engage them to act as Project Management Contractor to oversee the Arckaringa Mine development and the design-build activities for Altona's 30,000 BPD Clean Energy Coal to Liquids Project in South Australia.

Parsons Brinckerhoff is the professional services division of the Balfour Beatty group with a combined global workforce exceeding 50,000 personnel.

One of the first tasks that Parsons Brinckerhoff will undertake is to assist Altona in the selection and project management of the Drilling Contractor to carry out a test drilling program at Arckaringa. The programme is an important milestone achievement for Altona's flagship Arckaringa project.

On 13 August 2012, Altona announced that it had received all the necessary regulatory approvals for the programme from the South Australian authorities, namely the Department of Manufacturing, Innovation, Trade, Resources and Energy (DMITRE) and the Arid Lands Natural Resources Management Board (SAALRM), and had also received a Work Area Clearance from the relevant Native Title Claimant Group (AMYAC).
......

Freundliche Grüße
supernova

[timezone]

Antwort auf Beitrag Nr.: 43.776.066 von timezone am 01.11.12 18:03:40

Wenn der Kurs weiter unten bleibt, können sie dann für 1 bis 2 Pence pro Aktie die Kapitalerhöhung machen für China. Wieviel Geld werden sie brauchen, um die Ausrüstung für die Mine zu kaufen?

Wird den Altaktionären gefallen, wenn wieder eine gigantische Verwässerung anfällt.

2 Mio für 2 Pence sind 100 Mio neue Aktien.

Die haben alleine die letzten 5 Jahre die Aktienzahl verdoppelt und da liegt in Australien immer noch nur ein Haufen Dreck. Da ist noch kein "Spaten" gekauft.

[timezone]

Antwort auf Beitrag Nr.: 43.814.210 von timezone am 12.11.12 15:27:57

http://www.bloomberg.com/news/2012-11-01/china-suspends-coal…

Interessanter Artikel über den aktuellen Kohlemarkt in China.

Preise liegen zurzeit bei 1000 Yuan/t für Kokskohle und ca.640 Yuan/t für termische Kohle.

Bin mal gespannt, was mit der ersten Kohlelizens im Dezember wird, ob das alles so funktioniert, wie es angekündigt wurde.

Im übrigen wertet der Yuan immer weiter auf, steht zur Zeit bei 6,226 zum USD.
http://www.finanzen.net/devisen/us_dollar-renminbi_yuan-kurs

[timezone]

Antwort auf Beitrag Nr.: 43.817.503 von timezone am 13.11.12 11:43:31

Na jetzt kommen wir in die Regionen, wo es bald 1 Mrd Aktien geben wird.

Und falls die jemals was auf die Reihe bringen werden in einen "angemessenen Zeitraum" wird der Aktienkurs trotzdem in diesen Pennyregionen herumdümpeln.

Bin ich froh das ich hier meinen Einsatz letztes Jahr rausgeholt habe und nun ruhigen Gewissens zusehen kann, was die hier weiter veranstalten. Habe immerhin zu 0,141 Euro verkauft.

Die nächsten 200 Mio Aktien sind uns sicher zu 1 Pence.

Habe eine gute Lesermeinung eines Aktionärs von ANR gelesen. Wo er eine Mail geschrieben hat und den Direktoren geraten hat, doch Optionen zu 8p auszuüben, um mal das Gefühl zu erfahren, wie sich die Aktionäre fühlen.

Unter 1p kann man mal schauen evtl. etwas aufzustocken.

[I-Ron]

AGM Präsentation vom 13.12.12

http://www.altonaenergy.com/pdfs/AGM%20Dec12.pdf


Es scheint, dass nicht nur die Aktionäre einen gewissen Frustlevel erreicht haben, sondern auch das Management selbst. Aber hier wird es noch viel Sitzfleisch brauchen, resp. man lässt Altona einfach mal auf der Watchliste und steigt dann später ein, wenn das Risiko als Rohrkrepierer zu enden um einiges kleiner geworden ist.

Aber in China Fuss zu fassen und mit Chinesen zusammen zu arbeiten, da haben schon viele Firmen viel Lerngeld zahlen müssen. Es geht eben alles viel viel langsamer und bis man als Partner sein Vertrauen aufgebaut hat, da braucht es wohl Neven wie Stahlseil.
Also kein Wunder, dass dann auch die noch "lebenden Aktionäre kahl oder grau" sind, bis sich ein möglicher Erfolg einstellen wird.

Als Weihnachtsgeschenk kann man sich die Altona-Aktien wirklich abschminken (aber Weihnachten kommt ja alle Jahre wieder - falls die Welt am 21.12.12 nicht doch untergeht:-).

[supernova1712]

Wie man's nimmt. Ein "Weihnachtsgeschenk" könnte man auch in einem Kauf zum derzeit günstigen Kurs sehen!

Ich denke, im Augenblick wird einiges an Aktien an den Märkten abgeladen, um zum Jahresende die Depots zu bereinigen.
Womöglich sehen die Kurse dann ab Januar wieder besser aus.

Letztlich kommt es aber natürlich auf die News in 2013 an.
Hoffen wir mal auf chinesische Unterstützung.

Freundliche Grüße
supernova

[XIO]

January 03, 2013
Altona Energy Acquires A New Chinese Coal Project And A New Chinese Investor
http://minesite.com/news/altona-energy-acquires-a-new-chines…

[timezone]

Und da haben wir unsere nächsten 90,3 Mio Aktien zu 1,5 Pence.

http://www.altonaenergy.com/rns.php

[muenchenguru]

Antwort auf Beitrag Nr.: 44.071.468 von timezone am 28.01.13 10:13:54

pi mal Daumen 2 Mio €, das ist hart. ABer in dem Markt wahrscheinlich fast sowas wie ein kleiner Erfolg

[supernova1712]

Endlich mal wieder ein Lebenszeichen:

Der Halbjahresbericht per 31.12.2012

http://www.investegate.co.uk/altona-energy-plc--anr-/rns/hal…

Freundliche Grüße
supernova

[Peratron]

Arckaringa Project
Coal to Methanol - Technical Feasibility Study

http://www.iii.co.uk/investment/detail/?display=news&code=co…

[I-Ron]

die Mühlen scheinen ja wirklich seit dem CNOOC-NEI-Einstieg mehr als langsam zu laufen ... endlose Warterei bis wirklich mal was passiert oder nur angekündigt wird, dass mal was passieren wird/könnte ...

- ist das einfach so?
- wartet CNOOC so lange zu bis Altona der Schnauf ausgeht?
- ...

http://www.londonstockexchange.com/exchange/news/market-news…

[timezone]

Antwort auf Beitrag Nr.: 45.430.071 von I-Ron am 11.09.13 18:16:28

Langsam habe ich das Gefühl, das da garnichts läuft.

Wo liegt das Problem ein paar Bohrungen in einen Kohlehaufen zu bohren und dafür eine Firma zu finden. Drei haben sich beworben, langen die nicht?

Man könnte annehmen, das die auf dem Mars Kohle abbauen wollen.

Dann soll CNOOC-NEI Altona ein Übernahmeangebot machen und gut ist es. Altona hat eh kein Geld, um irgendetwas zu machen und auch nur 49% Anteil.

[timezone]

Und wieder 230.000.000 neue Aktien zu 1,4 Pence, das wird ja immer besser.

Gesamt ca.792.000.000

Mir egal mein EK liegt bei 0,8 Pence.

[I-Ron]

Antwort auf Beitrag Nr.: 45.609.235 von timezone am 11.10.13 10:46:41

Ja, wenn auch sonst nichts läuft (oder im Schneckentempo), dann werden wenigstens die Aktien am laufenden Band gedruckt (die machen das analog den Notenbanken ...).

Sorry, für diese leicht zynische Bemerkung.


Vielleicht bringt ja der neue Direktor von Wintask etwas Schwung in den Laden -> resp. bringt auch den JV-Partner CNOOC-NEI in die Gänge.

[XIO]

Ich bin auch enttäuscht.
Pronzipiell lasse ich von JVs mit Chinesen die Finger.
Milliarden Einwohner = Milliarden von Aktien.. so ticken die anscheinend.

[supernova1712]

Company News

Altona Energy (LON:ANR)

On Friday, Altona Energy announced the completion of placing 59.7 million ordinary shares to Wintask Group at 1.4 pence per share. In conjunction with making a substantial investment in the company, Wintask has expressed interest in offering assistance to the Board in developing the Arckaringa project. Altona also made a mention that Chris Schrape is stepping down from his role as Managing Director.

Our view: The completion of the planned investment of Wintask in Altona will bring substantial expertise and leverage in China. Altona also stands to benefit from the industrial knowledge of Wintask. The money received will be beneficial for Altona to drive the flagship Coals to Liquid (CTL) Arckaringa project forward. The first phase target of the CTL plant includes 30,000 barrel per day, besides an export of 560 megawatts (MW) power to the national grid. Given the ambitious initial target of the CTL project and its significance for the company and for Australia, we are optimistic the company could materialise the project into a major strategic fuel and power source, going forward. We maintain a Speculative Buy for the stock.

http://www.google.de/url?sa=t&rct=j&q=&esrc=s&source=web&cd=…


Wer sieht das ähnlich positiv?
Und weiß jemand näheres über Wintask?

Freundliche Grüße
supernova

[XIO]

Sinopec Engineering to build $3.1 bln coal-to-chemical plant
Dec 27 (Reuters) - Sinopec Engineering Group said it has entered into a deal to build a $3.1 billion plant in northern China to turn coal into petrochemicals, as China seeks to reduce its reliance on petrochemical imports.
http://www.reuters.com/article/2013/12/27/sinopec-coal-idUSL…

[XIO]

Antwort auf Beitrag Nr.: 46.130.503 von XIO am 30.12.13 15:38:23

PS: das war nurmal als Vergleich... was so möglich ist in China.

[I-Ron]

JV mit CNOOC-NEIA wird terminiert, Regierung SA muss noch zustimmen.
51% von CNOOC-NEIA würden dann wieder an Altona Energy zurückgehen. Auch die erarbeiteten Studien/Dokumente sollte Altona erhalten.

Das heisst: ein paar Jahre praktisch für die Katz, dafür die Aktienzahl gigantisch erhöht (verwässert).

Ob hier nochmals ein neuer Anlauf gelingt ? ... nicht einfach, ausser die Regierung von Südaustralien hängt sich hier stark mit rein um eine sichere Energiequelle für die Zukunft aufbauen zu lassen und natürlich Steuern zu kassieren.

http://www.londonstockexchange.com/exchange/news/market-news…

[I-Ron]

Antwort auf Beitrag Nr.: 45.758.751 von supernova1712 am 04.11.13 20:06:38

Zu deiner Frage "wer weiss was über Wintask":

Habe leider auch nichts über Wintask gefunden. Der grosse Unbekannte...?

Nach der "Scheidung" von CNOOC-NEIA gilt es nun aber sowieso abzuwarten, was das Altona Mgmt als nächste Zukunftsvision aus der Tasche zieht.

[I-Ron]

Nun wurde ein MOU mit Wintask und neu Sino-Aus Energy Group Limited aufgesetzt, um die BFS durch Finanzierung der neuen Partner zu finalisieren.

Habe über Sino-Aus Energy Group Ltd. aber nichts gefunden.
Gehört dies zu Sino-Gas-Energy?

http://www.londonstockexchange.com/exchange/news/market-news…

[XIO]

19 March 2014

Altona Energy Plc

("Altona Energy")

Altona takes full control of Arckaringa Project

Altona (AIM: ANR) today announces the following update on the Arckaringa Project in South Australia.

Altona has been advised by the Australian Government Foreign Investment Review Board that its proposal, for CNOOC-NEIA's 51% interest in the project to revert to its wholly owned subsidiary Arckaringa Energy Pty Ltd, is exempt from examination under the Foreign Acquisition and Takeovers Act 1975 and Australia's Foreign Investment Policy. Altona is therefore now the 100% owner and operator of the Arckaringa Project.

Altona has also been advised by the South Australian Government that Ministerial consent has been given for the return of its Exploration Licences, previously held by the former Joint Venture partners Altona and CNOOC.

As a result of these Government approvals, Altona will this week submit an application for an exploration programme for Environment Protection and Rehabilitation to the South Australian Department for Manufacturing, Innovation, Trade, Resources and Energy.

Altona's project manager, Parsons Brinckerhoff, will also apply this week on Altona's behalf to the Department for Environment, Water and Natural Resources via the South Australian Arid Lands Natural Resources Management Board for an extension of the existing Water Affecting Activity Permit, which expires in late April 2014. This permit defines water management procedures for the drilling programme.

Altona's Chief Executive, Chris Lambert, said: "As a result of a great deal of hard work from a number of quarters we have achieved this important step earlier than expected. Altona is extremely grateful to all the Government Representatives and Agencies and to the venture contractors for their support and efficiency which has enabled us to get ahead of the curve. It clearly demonstrates the renewed confidence in the Arckaringa Project which has emerged in the past three months."

He continued: "Parsons Brinckerhoff have also completed the authentication of the previously designed 31 hole drilling programme ( with slight amendments ) and identified a number of suitable drilling contractors and will now arrange for these companies to submit to Altona Energy an invitation to bid for the proposed drilling programme, subject to finance."

[I-Ron]

Mal schauen, wie sich die möglichen JV-Partner nach der positiven due Diligence die künftige Zusammenarbeit vorstellen. Input seitens offizieller Südaustralien-Seite scheint ja nach wie vor positiv für ein mögliches Projekt zu sein.


15 May 2014 -- Altona Energy Plc ("Altona") - Arckaringa project update


Altona (AIM: ANR) today announces the following update on the Arckaringa Project in South Australia.

Altona Energy has been informed in writing by Sino-Aus and Wintask that they have now successfully completed their due diligence process and that they are now ready to enter discussions regarding a Joint Venture agreement to progress the Arckaringa Project in South Australia.

This decision follows due diligence enquiries including a visit by Sino Aus and Wintask to South Australia last month where they held briefing meetings with key Government officials and private sector parties as part of the due diligence process.

In addition Altona has been advised by the South Australian Government that its application for a renewed Program for Environmental Protection and Rehabilitation (PEPR) has been approved.

The PEPR identifies all relevant environmental, social and economic impact events that may result from proposed exploration activities and how each of the identified impacts are to be managed or avoided. The approval was granted by the Department for Manufacturing, Innovation, Trade, Resources and Energy (DMITRE).

Altona is also awaiting an extension to the Water Affecting Activity Permit (WAAP), which defines water management procedures for the proposed drilling programme and expects to receive a decision shortly. Altona will provide a further update to investors in due course.

Altona's Chief Executive, Chris Lambert, said: "The recently hosted due diligence trip in South Australia with Sino-Aus and Wintask was an excellent opportunity to comprehensively showcase the vast potential of the Arckaringa project and we are delighted that Sino-Aus and Wintask have now confirmed that we have satisfied their due diligence requirements and we look forward to updating shareholders further as the negotiations on the joint venture agreement progress."

"We are also extremely pleased that we have been granted the PEPR approval, which provides further evidence that the South Australian government have been pro-active in supporting Altona since we became operator of the project. I would like to personally thank Minister Koutsantonis and the staff of his Department for the professional and timely manner in which this application has been handled."

[XIO]

Antwort auf Beitrag Nr.: 46.985.662 von I-Ron am 15.05.14 10:27:33

Und die Erfahrung aus der Geschicht - Mega Projekte lohnen sich nicht.

Habe die (L)Ehre

[supernova1712]

14 January 2015

Altona Energy Plc

("Altona" or "the Company")





South Australian Government Consent



Altona (AIM: ANR) is pleased to announce that its joint venture entity, Arckaringa Coal Chemical Joint Venture Co Pty Ltd (the "JV Company"), has received Ministerial consent following a meeting on 13 January in Adelaide with the South Australian Government Minister for Mineral Resources and Energy, the Hon. Tom Koutsantonis.



This approval allows the transfer of the Arckaringa Exploration Licences into the JV Company and satisfies the final pre-condition in respect of the joint venture agreement, following the receipt of shareholder approval and the approval of the Australian Foreign Investment Review Board (FIRB) in December 2014. Therefore, the Company's joint venture partners, Wintask Group Limited and Sino-Aus Energy Group Limited will now make their first contributions, totalling AUD 6 million, into the JV Company within 30 days in accordance with the terms of the Joint Venture Agreement announced on 13 November 2014. Once the funds are received by the JV Company, work will commence on the planned drilling programme.



Furthermore, once the first contributions of funds have been received by the JV Company, Wintask Group Limited and Sino-Aus Energy Group Limited are to subscribe in cash at 1p per share for the first tranche of 100,000,000 Altona shares.



The Directors of Altona wish to thank the South Australian Government for its strong support of the project and the swift handling of the licence transfer. The JV Company proposes to establish an office in Adelaide in the near future where it can oversee the drilling programme and the future development of the project.



Michael Zheng, CEO of Altona Energy, commented:

"Having signed the joint venture agreement on 13 November 2014 we are pleased to have received Ministerial consent and met the final pre-conditions for the JV Company within just two months. The joint venture is now in control of its own destiny and we look forward to updating our shareholders with further news and developments of the drilling programme over the coming months."



-ends-



For further information, please visit www.altonaenergy.com or contact:

Altona Energy Plc

Michael Zheng, CEO




[phone]



Leander (Financial PR)

Christian Taylor- Wilkinson




[phone]

Northland Capital Partners Limited

(Nominated Adviser and Broker)

Gerry Beaney / Matthew Johnson (Corporate Finance)


[phone]

John Howes / Alice Lane (Corporate Broking)







About Altona

Altona is listed on the London Stock Exchange's AIM market. Its principal focus is on the evaluation and development of the Company's flagship coal-to-methanal, coal chemical and synthetic gas Arckaringa Project to exploit the significant coal resources contained in three exploration licences covering 2,500 sq. kms in the northern portion of the Permian Arckaringa Basin in South Australia. The Project is designed to produce methanol and other syngas products for the Australian market and export from a resource exceeding 7.8 billion tonnes of coal (1.3 billion tonnes JORC compliant).