PANCONTINENTAL OIL - Projekte in Australien, Kenya, Malta, Marocco und Namibia (Seite 303)
eröffnet am 23.01.10 01:07:33 von
neuester Beitrag 24.04.24 22:22:12 von
neuester Beitrag 24.04.24 22:22:12 von
Beiträge: 3.826
ID: 1.155.508
ID: 1.155.508
Aufrufe heute: 6
Gesamt: 419.658
Gesamt: 419.658
Aktive User: 0
ISIN: AU000000PCL4 · WKN: A0CAFF
0,0175
EUR
0,00 %
0,0000 EUR
Letzter Kurs 24.04.24 Lang & Schwarz
Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 12,990 | +38,93 | |
| 62,82 | +20,00 | |
| 11,82 | +19,51 | |
| 1.075,60 | +15,93 | |
| 1,030 | +10,75 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 11,610 | -6,71 | |
| 20,030 | -7,61 | |
| 6,7200 | -8,82 | |
| 4,7400 | -15,36 | |
| 20,000 | -33,33 |
Beitrag zu dieser Diskussion schreiben
Feedback
"In East Africa, where Anadarko has already made a huge natural gas discovery off Mozambique, the company holds some 14 million acres. Daniels said Anadarko will bring a second rig to Mozambique in the fourth quarter and anticipates drilling prospects off Kenya, where Anadarko has leased 'most of the deep water,' next year."
Quelle:
http://www.upstreamonline.com/live/article273101.ece
Meinung dazu aus dem Hotcopper-Forum:
"Things are building up for a big 2012.
Anadarko's blocks are bordering the PCL blocks.
Anadarko reckon they've got "most of the deep water" off-shore Kenya, PCL has interests in most of the rest."
Quelle:
http://www.upstreamonline.com/live/article273101.ece
Meinung dazu aus dem Hotcopper-Forum:
"Things are building up for a big 2012.
Anadarko's blocks are bordering the PCL blocks.
Anadarko reckon they've got "most of the deep water" off-shore Kenya, PCL has interests in most of the rest."
Low Oil Prices Not Here To Stay, Says Barclays
Enjoy the drop in oil prices, because it’s not going to last. In a 114 page global energy outlook published Thursday by Barclays Capital, international energy analysts expect the new price floor for oil to be $100 a barrell. Oil was $86 in New York, with Brent around $117 a barrel in London.
“Over the next 12 months, as the current risk-off trade subsides, we expect oil prices to be on a rising trend from $100-$130 a barrel, even with potentially slower economic recovery in OECD countries,” analysts wrote about the advanced economies.
Sovereign debt problems in Europe and a lackluster U.S. economy, including consumer numbers on Friday, are all bearish news and data for oil near-term. However, given the current economic situations in the world economy compared with the housing and subsequent credit bubble burst in 2008 and 2009, Barclays expects oil price pressure on the downside is much different this time around.
“Global oil demand growth is on a solid upward trajectory, as structural changes in non-OECD countries underpin most of that rise,” writes Amrita Sen, a Barclays energy strategist in London. “The ineffectiveness of the supply side to catch up with it has created an extended period of supply capacity tightness, which will be apparent in 2012. Against that backdrop, key oil producers seem set on a sustained path of far higher social expenditure and therefore far higher oil price requirements…$100 oil, in our view, is the new sustainable norm.”
Main Street investors can trade oil through futures, options, the iPath S&P GSCI Crude Oil (OIL) fund, or leveraged plays like ProShares Oil & Gas (DIG). Barclays recommends equities of producers with operating leverage to oil. “In equities, we also recommend oil biased names, preferring those that offer growth, whether in production, exploration or cash flow. We see best value at present in the upstream biased integrateds, oil-biased E&Ps and oil services.”
Average upsides to Barclays equity price targets are now over 40% for the oil and gas sector, compared with 10% six months ago.
Another play on robust oil and gas demand is in the fixed income space. Barclays’ Gary Stromberg in New York likes the oil-weighted bonds of exploration and production firms Denbury Resources, MEG Energy, Plains E&P, and Whiting
Petroleum, all of which have greater than 50% of their production as oil.
“Our top high yielding pick in E&P is Chaparral Energy, which we believe should see credit improvement given good organic production growth on CO2 oil development. For short-duration buyers, we believe Chesapeake Energy 2015 bonds
offer good value, as we think the company will target calling these bonds over the next year. Finally, we are Overweight El Paso’s long-dated bonds (2028-37), as we believe there is a high probability that the company will be upgraded
to investment grade following the proposed split of its pipeline and E&P businesses,” Stromberg wrote in the report.
The Asia Oil Trade
Higher oil prices are never good for Asia, especially China and India, both heavy importers of oil. But support from the government to rev up production will help the local names like China’s CNOOC (CEO), for example.
Barclays analyst Timothy Tay likes the bond market here, with an overweight recommendation on India’s Reliance Industries 4.5% coupon 2020s and 6.25% 2040s. “We expect Reliance’s credit profile to improve from the sale of the 30% stake in 21 gas blocks to BP for a consideration of US$7.2 billion,” Tay writes. The deal was approved by the Indian Cabinet Committee on Economic Affairs on July 22. Furthermore, Reliance is also expected to benefit from BP’s expertise in deep sea oil and gas production, as it attempts to increase production from its KGD6 wells.
Tay also likes Thailand’s PTT Exploration & Production bonds, with a coupon of 5.68% maturing in 2021. “The company benefits from a low cost base, as reflected by its lifting cost (under $4/bbl) and finding and development cost of US$13.58/bbl. In the absence of debt-funded acquisitions, we expect the company’s credit profile to improve. We view another acquisition by the company for the balance of 2011 as a low probability event in the light of the recent closing of the acquisition of 40% stake in Canada based Kai Kos Dehseh Oil Sands Project,” Tay wrote.
Brazil Oil Recommendations
Barclays views the Brazil oil and gas sector as positive, especially Brazil and Colombia. Both are the low-drama alternatives to inflation and politically-burdened PDVSA of Venezuela. The São Paulo team likes a low volume name in Brazil, HRT Participações over Petrobras (PBR). It also likes Brazilian diversifed power company CESP, also a local listed equity name. It continues to pay dividend payouts of 10% of paid-in capital, which translates into dividend yields of more than 10.6% for the next three years, Barclays expects.
Although the sovereign crisis and associated risk-off trade have hit energy markets, “we do not see sharply weaker energy fundamentals – whether in commodities, credit or equities,” the Barclays report stated. “The industry is well capitalized, and the biggest energy market – oil – is facing much greater challenges of supply than demand, based on our analysis. Demand remains robust, most notably outside the OECD, and supply is highly constrained, with spare capacity just 2% globally. Recent softening in OECD demand may therefore prevent the oil price from overshooting in 2012, rather than sending it lower.”
http://www.forbes.com/sites/kenrapoza/2011/08/12/low-oil-pri…
Enjoy the drop in oil prices, because it’s not going to last. In a 114 page global energy outlook published Thursday by Barclays Capital, international energy analysts expect the new price floor for oil to be $100 a barrell. Oil was $86 in New York, with Brent around $117 a barrel in London.
“Over the next 12 months, as the current risk-off trade subsides, we expect oil prices to be on a rising trend from $100-$130 a barrel, even with potentially slower economic recovery in OECD countries,” analysts wrote about the advanced economies.
Sovereign debt problems in Europe and a lackluster U.S. economy, including consumer numbers on Friday, are all bearish news and data for oil near-term. However, given the current economic situations in the world economy compared with the housing and subsequent credit bubble burst in 2008 and 2009, Barclays expects oil price pressure on the downside is much different this time around.
“Global oil demand growth is on a solid upward trajectory, as structural changes in non-OECD countries underpin most of that rise,” writes Amrita Sen, a Barclays energy strategist in London. “The ineffectiveness of the supply side to catch up with it has created an extended period of supply capacity tightness, which will be apparent in 2012. Against that backdrop, key oil producers seem set on a sustained path of far higher social expenditure and therefore far higher oil price requirements…$100 oil, in our view, is the new sustainable norm.”
Main Street investors can trade oil through futures, options, the iPath S&P GSCI Crude Oil (OIL) fund, or leveraged plays like ProShares Oil & Gas (DIG). Barclays recommends equities of producers with operating leverage to oil. “In equities, we also recommend oil biased names, preferring those that offer growth, whether in production, exploration or cash flow. We see best value at present in the upstream biased integrateds, oil-biased E&Ps and oil services.”
Average upsides to Barclays equity price targets are now over 40% for the oil and gas sector, compared with 10% six months ago.
Another play on robust oil and gas demand is in the fixed income space. Barclays’ Gary Stromberg in New York likes the oil-weighted bonds of exploration and production firms Denbury Resources, MEG Energy, Plains E&P, and Whiting
Petroleum, all of which have greater than 50% of their production as oil.
“Our top high yielding pick in E&P is Chaparral Energy, which we believe should see credit improvement given good organic production growth on CO2 oil development. For short-duration buyers, we believe Chesapeake Energy 2015 bonds
offer good value, as we think the company will target calling these bonds over the next year. Finally, we are Overweight El Paso’s long-dated bonds (2028-37), as we believe there is a high probability that the company will be upgraded
to investment grade following the proposed split of its pipeline and E&P businesses,” Stromberg wrote in the report.
The Asia Oil Trade
Higher oil prices are never good for Asia, especially China and India, both heavy importers of oil. But support from the government to rev up production will help the local names like China’s CNOOC (CEO), for example.
Barclays analyst Timothy Tay likes the bond market here, with an overweight recommendation on India’s Reliance Industries 4.5% coupon 2020s and 6.25% 2040s. “We expect Reliance’s credit profile to improve from the sale of the 30% stake in 21 gas blocks to BP for a consideration of US$7.2 billion,” Tay writes. The deal was approved by the Indian Cabinet Committee on Economic Affairs on July 22. Furthermore, Reliance is also expected to benefit from BP’s expertise in deep sea oil and gas production, as it attempts to increase production from its KGD6 wells.
Tay also likes Thailand’s PTT Exploration & Production bonds, with a coupon of 5.68% maturing in 2021. “The company benefits from a low cost base, as reflected by its lifting cost (under $4/bbl) and finding and development cost of US$13.58/bbl. In the absence of debt-funded acquisitions, we expect the company’s credit profile to improve. We view another acquisition by the company for the balance of 2011 as a low probability event in the light of the recent closing of the acquisition of 40% stake in Canada based Kai Kos Dehseh Oil Sands Project,” Tay wrote.
Brazil Oil Recommendations
Barclays views the Brazil oil and gas sector as positive, especially Brazil and Colombia. Both are the low-drama alternatives to inflation and politically-burdened PDVSA of Venezuela. The São Paulo team likes a low volume name in Brazil, HRT Participações over Petrobras (PBR). It also likes Brazilian diversifed power company CESP, also a local listed equity name. It continues to pay dividend payouts of 10% of paid-in capital, which translates into dividend yields of more than 10.6% for the next three years, Barclays expects.
Although the sovereign crisis and associated risk-off trade have hit energy markets, “we do not see sharply weaker energy fundamentals – whether in commodities, credit or equities,” the Barclays report stated. “The industry is well capitalized, and the biggest energy market – oil – is facing much greater challenges of supply than demand, based on our analysis. Demand remains robust, most notably outside the OECD, and supply is highly constrained, with spare capacity just 2% globally. Recent softening in OECD demand may therefore prevent the oil price from overshooting in 2012, rather than sending it lower.”
http://www.forbes.com/sites/kenrapoza/2011/08/12/low-oil-pri…
Kenya's Oil Investment Grows as Tullow, Apache Exploration Draws Attention
By Sarah McGregor - Aug 11, 2011 6:03 PM GMT+1000 .
Kenya's planned investment in oil and gas exploration may rise to a record as the discovery of crude in neighboring Uganda piques interest in the largely untapped territory, Petroleum Commissioner Martin Heya said.
Tullow Oil Plc (TLW), the London-based explorer with the most licenses in Africa, plans to sink two test wells in north- western Kenya this year and early 2012, while U.S.-based Apache Corp. (APA) may drill offshore (Mbawa/Block L8 which Apache is partnering with PCL, Origin and Tullow) next year, Heya said in an interview yesterday in Nairobi, the Kenyan capital. Spending on exploration and drilling is estimated at $126 million, and other companies may follow as more plans are approved, he said.
"The level of activity is at a high and we think once Tullow starts drilling we must prepare ourselves for even more interest," Heya said. "The more wells that are drilled, the faster a discovery will be made."
Exploration companies are increasing spending in Kenya as neighboring Uganda, with an estimated 2.5 billion barrels of oil reserves, prepares to become a crude producer next year when Tullow expects to start pumping from the Lake Albert Basin. Only 32 exploratory wells have been drilled in Kenya. That compares with 480 in East Africa, 14,500 in the west of the continent and 19,000 in north and central Africa, according to data from U.K.- based explorer Afren Plc. (AFR)
"Big companies like Tullow coming into the country automatically creates more interest," Dragan Trajkov, an oil and gas analyst at Renaissance Capital Ltd. in London, said an e- mailed response to questions today. "I wouldn't be surprised if the Kenyan government tries to capitalize on it, as it provides credibility to potentially finding more discoveries."
Neighboring Producers
Kenya has no proven reserves. Tanzania to the south produces commercial gas from two offshore deposits for domestic power generation, and neighboring South Sudan is sub-Saharan Africa's third-biggest oil producer, after Angola and Nigeria.
About 14 oil and gas companies including Anadarko Petroleum Corp. (APC), based in Texas, Canada's Vanoil Energy Ltd. (VEL) and Afren have signed 26 production-sharing agreements with Kenya, Heya said.
This month, Simba Energy Inc. (SMB), based in British Columbia, said it entered a production-sharing accord for a northeast Kenyan block, and U.K.-based Dominion Petroleum Ltd. (DPL) announced it was granted rights to explore in the Lamu Basin. BG Group Plc said in May it signed leasing contracts with the Kenyan government for two offshore exploration blocks.
Officials from France-based Total SA (FP) have held "early" talks with Kenya on possibly acquiring a deepwater block that's not yet been designated as a zone for exploration, Heya said.
"They had come here in June or July and we discussed on a block, but it is not gazetted by the government," he said. "We need to follow up on it."
In Kenya, once new legislation required under a constitution enacted last year is put into force, there may be tighter restrictions on entrants to the oil and gas industry as lawmakers will have to approve exploration plans, Heya said.
"Now is the right time for people to come," he said.
http://www.bloomberg.com/news/2011-08-11/kenya-s-oil-investm…
By Sarah McGregor - Aug 11, 2011 6:03 PM GMT+1000 .
Kenya's planned investment in oil and gas exploration may rise to a record as the discovery of crude in neighboring Uganda piques interest in the largely untapped territory, Petroleum Commissioner Martin Heya said.
Tullow Oil Plc (TLW), the London-based explorer with the most licenses in Africa, plans to sink two test wells in north- western Kenya this year and early 2012, while U.S.-based Apache Corp. (APA) may drill offshore (Mbawa/Block L8 which Apache is partnering with PCL, Origin and Tullow) next year, Heya said in an interview yesterday in Nairobi, the Kenyan capital. Spending on exploration and drilling is estimated at $126 million, and other companies may follow as more plans are approved, he said.
"The level of activity is at a high and we think once Tullow starts drilling we must prepare ourselves for even more interest," Heya said. "The more wells that are drilled, the faster a discovery will be made."
Exploration companies are increasing spending in Kenya as neighboring Uganda, with an estimated 2.5 billion barrels of oil reserves, prepares to become a crude producer next year when Tullow expects to start pumping from the Lake Albert Basin. Only 32 exploratory wells have been drilled in Kenya. That compares with 480 in East Africa, 14,500 in the west of the continent and 19,000 in north and central Africa, according to data from U.K.- based explorer Afren Plc. (AFR)
"Big companies like Tullow coming into the country automatically creates more interest," Dragan Trajkov, an oil and gas analyst at Renaissance Capital Ltd. in London, said an e- mailed response to questions today. "I wouldn't be surprised if the Kenyan government tries to capitalize on it, as it provides credibility to potentially finding more discoveries."
Neighboring Producers
Kenya has no proven reserves. Tanzania to the south produces commercial gas from two offshore deposits for domestic power generation, and neighboring South Sudan is sub-Saharan Africa's third-biggest oil producer, after Angola and Nigeria.
About 14 oil and gas companies including Anadarko Petroleum Corp. (APC), based in Texas, Canada's Vanoil Energy Ltd. (VEL) and Afren have signed 26 production-sharing agreements with Kenya, Heya said.
This month, Simba Energy Inc. (SMB), based in British Columbia, said it entered a production-sharing accord for a northeast Kenyan block, and U.K.-based Dominion Petroleum Ltd. (DPL) announced it was granted rights to explore in the Lamu Basin. BG Group Plc said in May it signed leasing contracts with the Kenyan government for two offshore exploration blocks.
Officials from France-based Total SA (FP) have held "early" talks with Kenya on possibly acquiring a deepwater block that's not yet been designated as a zone for exploration, Heya said.
"They had come here in June or July and we discussed on a block, but it is not gazetted by the government," he said. "We need to follow up on it."
In Kenya, once new legislation required under a constitution enacted last year is put into force, there may be tighter restrictions on entrants to the oil and gas industry as lawmakers will have to approve exploration plans, Heya said.
"Now is the right time for people to come," he said.
http://www.bloomberg.com/news/2011-08-11/kenya-s-oil-investm…
Antwort auf Beitrag Nr.: 41.927.366 von the_virginian am 10.08.11 08:58:57na das macht doch Mut. Nur Geduld. 
Total Pursuing Exploration in Kenya, Official Says
By JENNY GROSS
AUGUST 9, 2011
JOHANNESBURG - A unit of French oil giant Total SA is pursuing oil and gas exploration in Kenya, a top Kenyan official said Tuesday, marking the latest sign of the East African country's rise as an international petroleum prospect.
Total Kenya Ltd has shown early interest in exploring oil in Kenya, said Martin Heya, Kenya's commissioner for petroleum. Mr. Heya said the company approached the Kenyan government in May about a specific block, and Total is waiting for the government to survey the block and negotiate.
A Total spokeswoman declined comment, but said it's normal for the company to look at opportunities in place where it hasn't yet explored.
Total's approach comes as Kenya attracts increasing interest from international oil giants in light of its proximity to other hot East African countries that have seen major oil and gas discoveries in recent years.
Africa is never an easy place to operate, given challenges of weak infrastructure and a reputation for corruption. But oil companies continue to view African countries - and increasingly, the relatively unexplored Kenya - as good options for new drilling.
In May, BG Group PLC signed production sharing agreements on two offshore blocks in Kenya, covering an area of 10,400 square kilometers in the Lamu basin. Tullow Oil PLC will start drilling in the fourth quarter of 2011. U.S. independent Anadarko Petroleum Corp. also has a big presence.
Nick Copeman, an analyst at Oriel Securities, said Kenya could be especially well positioned if there is success in neighboring Tanzania.
Despite the race from companies to gobble up acreage in Kenya, companies say it's too early to tell how much oil Kenya could hold. Mr. Heya described the current scramble for oil in Kenya as unprecedented. Kenya doesn't currently produce oil.
Andrew Cochran, the chief executive of London-listed Dominion Petroleum Ltd., said Dominion has been in talks with other companies interested in joining its Kenya venture, but that the company is still in early stages. Dominion will sign its second exploration agreement with the Kenyan government in the next six weeks, but it won't start drilling until it acquires seismic data.
Founder Hassan Hassan of British Columbia-based Simba Energy Inc., which last week joined the growing number of companies exploring in Kenya, said there's huge opportunity because some of its geology in Kenya mirrors that of Uganda, which has quickly risen following high-profile discoveries.
http://online.wsj.com/article/SB1000142405311190414060457649…
By JENNY GROSS
AUGUST 9, 2011
JOHANNESBURG - A unit of French oil giant Total SA is pursuing oil and gas exploration in Kenya, a top Kenyan official said Tuesday, marking the latest sign of the East African country's rise as an international petroleum prospect.
Total Kenya Ltd has shown early interest in exploring oil in Kenya, said Martin Heya, Kenya's commissioner for petroleum. Mr. Heya said the company approached the Kenyan government in May about a specific block, and Total is waiting for the government to survey the block and negotiate.
A Total spokeswoman declined comment, but said it's normal for the company to look at opportunities in place where it hasn't yet explored.
Total's approach comes as Kenya attracts increasing interest from international oil giants in light of its proximity to other hot East African countries that have seen major oil and gas discoveries in recent years.
Africa is never an easy place to operate, given challenges of weak infrastructure and a reputation for corruption. But oil companies continue to view African countries - and increasingly, the relatively unexplored Kenya - as good options for new drilling.
In May, BG Group PLC signed production sharing agreements on two offshore blocks in Kenya, covering an area of 10,400 square kilometers in the Lamu basin. Tullow Oil PLC will start drilling in the fourth quarter of 2011. U.S. independent Anadarko Petroleum Corp. also has a big presence.
Nick Copeman, an analyst at Oriel Securities, said Kenya could be especially well positioned if there is success in neighboring Tanzania.
Despite the race from companies to gobble up acreage in Kenya, companies say it's too early to tell how much oil Kenya could hold. Mr. Heya described the current scramble for oil in Kenya as unprecedented. Kenya doesn't currently produce oil.
Andrew Cochran, the chief executive of London-listed Dominion Petroleum Ltd., said Dominion has been in talks with other companies interested in joining its Kenya venture, but that the company is still in early stages. Dominion will sign its second exploration agreement with the Kenyan government in the next six weeks, but it won't start drilling until it acquires seismic data.
Founder Hassan Hassan of British Columbia-based Simba Energy Inc., which last week joined the growing number of companies exploring in Kenya, said there's huge opportunity because some of its geology in Kenya mirrors that of Uganda, which has quickly risen following high-profile discoveries.
http://online.wsj.com/article/SB1000142405311190414060457649…
Trading Spotlight
Zitat von motz1:Zitat von Earthfire: ...
Hallo Motz, so schnell kann das heute gehen...........auf einmal ein Lichtblick......im Hinblick auf das Plus zur Zeit in "F"
Ich war mit meiner Kauforder heute morgen.....0,001€ zu tief..............Mist
Mir gingen noch ein paar Stücke ins Netz heute früh
Denke auch dass die Kurskapriolen noch nicht ausgestanden sind. Also vllt. kommt die Ausführung für deine Order noch. Ich wäre aber net böse wenn das ausbleibt
keine Angst.order ist raus.........Cash jetzt in Seltene Erden geparkt...........wenn der Markt jetzt noch weiter mitspielt......steht ein schöner Rebound da an....
Zitat von Earthfire:Zitat von motz1: Danke für deine Einschätzung Maradonna.
Ich bin trotz der aktuellen Lage nicht weniger positiv gestimmt was die Zukunft für gute Ölexplorer im allgemeinen und Panconti im speziellen angeht.
Und Zeit habe ich mitgebracht
Hallo Motz, so schnell kann das heute gehen...........auf einmal ein Lichtblick......im Hinblick auf das Plus zur Zeit in "F"
Ich war mit meiner Kauforder heute morgen.....0,001€ zu tief..............Mist
Mir gingen noch ein paar Stücke ins Netz heute früh
Denke auch dass die Kurskapriolen noch nicht ausgestanden sind. Also vllt. kommt die Ausführung für deine Order noch. Ich wäre aber net böse wenn das ausbleibt
Antwort auf Beitrag Nr.: 41.922.184 von Earthfire am 09.08.11 15:05:01Vielleicht zieht deine Order ja Morgen.? 
Kann mir nicht vorstellen das die Zuckungen der letzten Tage schon vorbei sind.
Kann mir nicht vorstellen das die Zuckungen der letzten Tage schon vorbei sind.
Zitat von motz1: Danke für deine Einschätzung Maradonna.
Ich bin trotz der aktuellen Lage nicht weniger positiv gestimmt was die Zukunft für gute Ölexplorer im allgemeinen und Panconti im speziellen angeht.
Und Zeit habe ich mitgebracht
Hallo Motz, so schnell kann das heute gehen...........auf einmal ein Lichtblick......im Hinblick auf das Plus zur Zeit in "F"
Ich war mit meiner Kauforder heute morgen.....0,001€ zu tief..............Mist
Antwort auf Beitrag Nr.: 41.917.430 von motz1 am 08.08.11 22:23:19relativ erträglicher Kursverlauf bei den Ausies und auch eine moderate Stückzahl. 
Durchsuchen
