PANCONTINENTAL OIL - Projekte in Australien, Kenya, Malta, Marocco und Namibia (Seite 194)
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ISIN: AU000000PCL4 · WKN: A0CAFF
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Letzter Kurs 30.04.24 Lang & Schwarz
Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,6000 | +18,51 | |
| 350,45 | +13,33 | |
| 19,650 | +11,77 | |
| 1,1600 | +11,54 | |
| 84,63 | +9,99 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 2,2000 | -7,17 | |
| 6,6800 | -8,99 | |
| 4,6700 | -10,19 | |
| 3,7000 | -13,75 | |
| 0,8300 | -20,95 |
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FeedbackZitat von motz1: Expected Mbawa spud date ... 13 August."
Das Primary Targets-Zone liegt zwischen 1800 und 2200 Meter, es dürfte also Anfang September interessant werden!
Siehe Folie 14:
http://www.pancon.com.au/investor-centre/company-presentatio…
Antwort auf Beitrag Nr.: 43.454.848 von tnzs72 am 03.08.12 16:16:27Hallo @tnzs72.
Das ist wirklich eine gute Idee. Aber Vorsicht, vielleicht wirst du auf einmal eingefangen als Ölplattformmitarbeiter.
Und vielleicht weiß dann auch jeder, woher so reich.
Das ist wirklich eine gute Idee. Aber Vorsicht, vielleicht wirst du auf einmal eingefangen als Ölplattformmitarbeiter.
Und vielleicht weiß dann auch jeder, woher so reich.
Nur so am Rande, gerade gesehen:
In Frankfurt steht der Kurs momentan bei 0,189 Euro.
BID bei 0,182 und ASK bei 0,19.
Das müsste, wenn ich mich nicht verguckt habe, für Deutschland bisheriges ALL-TIME HIGH sein, allerdings laut Währungsumrechner 0,51 Cent über dem Schlusskurs an der ASX.
Hoffe mal, dass der Kurs an der ASX in der Nacht auf Montag dran vorbeizieht und am Montag das nächste ALL-TIME HIGH gesetzt wird.
Ich kann mich Fliege nur anschließen:
Man soll den Tag zwar nicht vor dem Abend loben, aber wenn hier alles so kommt, wie wir uns das momentan erträumen, lass ich mir maßgeschneiderte T-Shirts machen, mit dem PCL Logo und dem Schriftzug
Thank you for making me rich.
Schönes Wochenende
wünscht tnzs
In Frankfurt steht der Kurs momentan bei 0,189 Euro.
BID bei 0,182 und ASK bei 0,19.
Das müsste, wenn ich mich nicht verguckt habe, für Deutschland bisheriges ALL-TIME HIGH sein, allerdings laut Währungsumrechner 0,51 Cent über dem Schlusskurs an der ASX.
Hoffe mal, dass der Kurs an der ASX in der Nacht auf Montag dran vorbeizieht und am Montag das nächste ALL-TIME HIGH gesetzt wird.
Ich kann mich Fliege nur anschließen:
Wat is et so schöööööööön
Man soll den Tag zwar nicht vor dem Abend loben, aber wenn hier alles so kommt, wie wir uns das momentan erträumen, lass ich mir maßgeschneiderte T-Shirts machen, mit dem PCL Logo und dem Schriftzug
Thank you for making me rich.
Schönes Wochenende
wünscht tnzs
Antwort auf Beitrag Nr.: 43.453.229 von Pompeianus am 03.08.12 11:04:56danke für das schnelle Feedback !
LG
Glaut
LG
Glaut
Zitat von glaut-nicht-alles: ......PCL also has an 85% working interest in a large permit offshore Namibia, in the Walvis Basin. Drilling is scheduled in nearby permits for mid 2013. It is likely that a farm-out will occur over the next few months.
Hat Pcl nicht kürzlich erst weitere 10% offshore Namibia erworben ?
LG
glaut
Ja:
Pancontinental acquires additional 10% in Namibia Licence EL 0037
http://www.pancon.com.au/investor-centre/asx/2012/reports/19…
Trading Spotlight
Antwort auf Beitrag Nr.: 43.453.025 von Staberhuk am 03.08.12 10:25:35......PCL also has an 85% working interest in a large permit offshore Namibia, in the Walvis Basin. Drilling is scheduled in nearby permits for mid 2013. It is likely that a farm-out will occur over the next few months.
Hat Pcl nicht kürzlich erst weitere 10% offshore Namibia erworben ?
LG
glaut
Hat Pcl nicht kürzlich erst weitere 10% offshore Namibia erworben ?
LG
glaut
Antwort auf Beitrag Nr.: 43.453.025 von Staberhuk am 03.08.12 10:25:35Die Zusammenfassung stammt wohl im Original von Hartleys.
Sehr gut zusammengefasst. Dank an user SC815815 von hotcopper.
Pancontinental Oil and Gas NL (“Pancontinental”, “PCL”, “Company”) is mere weeks away from spud at its billion barrel potential Mbawa prospect, offshore Kenya. Ophir Energy Plc (“Ophir”) announced yesterday another in a long string of discoveries, offshore Tanzania. The Deep Sea Metro 1 drillship, used to drill Ophir’s well, will now move to neighbouring Kenya to drill Mbawa on Block L8. We estimate a spud date in mid August.
Drilling of Mbawa will be operated by Apache Energy Corporation (“Apache”) and is the first well drilled offshore Kenya with the aid of 3D seismic. PCL’s joint venture partners, Tullow and Apache, have both confirmed the prospectivity of Mbawa. Seismic interpretation has revealed direct hydrocarbon indicators and dual flat spots that may indicate gas over oil over water. Surface slicks coincident with the edges of the mapped structure and oil shows in historic wells also provide evidence of oil in the basin. Pancontinental is largely free carried for its 15% interest in the well.
Mbawa Re-Cap - >$1 per Share for PCL
Mbawa is located in 860m of water and will be drilled to a total depth of 3,250m. The primary target is located at the Tertiary / Cretaceous level (the same horizon as the recent Ophir discovery) with the main secondary target in deeper Jurassic horizons. The well should take 45-60 days to drill. Logging While Drilling will determine which horizons are considered prospective and these will be subject to a comprehensive logging suite. The well will not be flow tested and will be plugged and abandoned as per standard exploration practice. In the event of discovery, subsequent wells will undertake flow testing; however, rock properties and flow potential will be indicated on the logs from the upcoming well.
There is substantial follow-up potential to Mbawa, as well as other play types, so any indications of hydrocarbons would likely result in additional drilling on the permit. PCL is also free-carried (capped at $6m) in a second optional well that would reduce its percentage stake in the permit from 15% to 10%.
And Then?
In addition to the followup potential at L8, PCL has a 15% interest in blocks L10A and L10B, where operator, BG, is aggressively moving towards possible drilling in H1 2013. We believe that the Mbawa outcome is largely independent of BG’s desire to drill on these permits, where early processing and interpretation of recent 3D seismic has shown very promising results. PCL has a 40% interest in Block L6, adjacent to L8 and with the same source kitchen. 3D seismic was recently acquired over the most promising prospects and we expect further news on potential towards the end of the end of the year, ahead of farm-out in H1 2013.
PCL also has an 85% working interest in a large permit offshore Namibia, in the Walvis Basin. Drilling is scheduled in nearby permits for mid 2013. It is likely that a farm-out will occur over the next few months.
Huge Upside – Multiple Wells
We estimate in excess of $6 per share in upside potential from PCL’s offshore Kenya permits. Drilling at Mbawa is imminent, additional followup drilling in L8 as well as L10A/B is likely in H1 2013. Activity by others offshore Namibia could also result in a large re-rating. Given the phenomenal recent East Africa success and the multiple drilling catalysts, we recommend exposure to PCL with a Speculative Buy recommendation and a price target of 34cps.
Pancontinental Oil and Gas NL (“Pancontinental”, “PCL”, “Company”) is mere weeks away from spud at its billion barrel potential Mbawa prospect, offshore Kenya. Ophir Energy Plc (“Ophir”) announced yesterday another in a long string of discoveries, offshore Tanzania. The Deep Sea Metro 1 drillship, used to drill Ophir’s well, will now move to neighbouring Kenya to drill Mbawa on Block L8. We estimate a spud date in mid August.
Drilling of Mbawa will be operated by Apache Energy Corporation (“Apache”) and is the first well drilled offshore Kenya with the aid of 3D seismic. PCL’s joint venture partners, Tullow and Apache, have both confirmed the prospectivity of Mbawa. Seismic interpretation has revealed direct hydrocarbon indicators and dual flat spots that may indicate gas over oil over water. Surface slicks coincident with the edges of the mapped structure and oil shows in historic wells also provide evidence of oil in the basin. Pancontinental is largely free carried for its 15% interest in the well.
Mbawa Re-Cap - >$1 per Share for PCL
Mbawa is located in 860m of water and will be drilled to a total depth of 3,250m. The primary target is located at the Tertiary / Cretaceous level (the same horizon as the recent Ophir discovery) with the main secondary target in deeper Jurassic horizons. The well should take 45-60 days to drill. Logging While Drilling will determine which horizons are considered prospective and these will be subject to a comprehensive logging suite. The well will not be flow tested and will be plugged and abandoned as per standard exploration practice. In the event of discovery, subsequent wells will undertake flow testing; however, rock properties and flow potential will be indicated on the logs from the upcoming well.
There is substantial follow-up potential to Mbawa, as well as other play types, so any indications of hydrocarbons would likely result in additional drilling on the permit. PCL is also free-carried (capped at $6m) in a second optional well that would reduce its percentage stake in the permit from 15% to 10%.
And Then?
In addition to the followup potential at L8, PCL has a 15% interest in blocks L10A and L10B, where operator, BG, is aggressively moving towards possible drilling in H1 2013. We believe that the Mbawa outcome is largely independent of BG’s desire to drill on these permits, where early processing and interpretation of recent 3D seismic has shown very promising results. PCL has a 40% interest in Block L6, adjacent to L8 and with the same source kitchen. 3D seismic was recently acquired over the most promising prospects and we expect further news on potential towards the end of the end of the year, ahead of farm-out in H1 2013.
PCL also has an 85% working interest in a large permit offshore Namibia, in the Walvis Basin. Drilling is scheduled in nearby permits for mid 2013. It is likely that a farm-out will occur over the next few months.
Huge Upside – Multiple Wells
We estimate in excess of $6 per share in upside potential from PCL’s offshore Kenya permits. Drilling at Mbawa is imminent, additional followup drilling in L8 as well as L10A/B is likely in H1 2013. Activity by others offshore Namibia could also result in a large re-rating. Given the phenomenal recent East Africa success and the multiple drilling catalysts, we recommend exposure to PCL with a Speculative Buy recommendation and a price target of 34cps.
Ich glaube es wird Zeit wieder in die Kirche einzutreten und anfangen zu beten.
Wat is et so schöööööööön
Schönes WO euch allen.
Fliege
Wat is et so schöööööööön
Schönes WO euch allen.
Fliege
Von den Hartleys-Analysten:
..."We estimate in excess of $6 per share in upside potential from PCL’s offshore Kenya permits. Drilling at Mbawa is imminent, additional followup drilling in L8 as well as L10A/B is likely in H1 2013. Activity by others offshore Namibia could also result in a large re-rating. Given the phenomenal recent East Africa success and the multiple drilling catalysts, we recommend exposure to PCL with a Speculative Buy recommendation and a price target of 34cps."
..."We estimate in excess of $6 per share in upside potential from PCL’s offshore Kenya permits. Drilling at Mbawa is imminent, additional followup drilling in L8 as well as L10A/B is likely in H1 2013. Activity by others offshore Namibia could also result in a large re-rating. Given the phenomenal recent East Africa success and the multiple drilling catalysts, we recommend exposure to PCL with a Speculative Buy recommendation and a price target of 34cps."
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