Africa Oil Corp. - World-Class East Africa Oil Exploration (Seite 275)

[gabbo62]

Antwort auf Beitrag Nr.: 43.457.842 von wasabibarako am 05.08.12 00:14:10

Hi wasbibarako,

alle 4 Namibia-Explorer haben aussichtsreiche Lizenzen Offshore Namibia. Ich halte alle 4 in meinem Depot (Ranking nach aktuellem Wert: PCL, CHAR, HRT, EOG). Ich will in den nächsten 14 Tagen nochmals bei HRT und CHAR nachlegen.

Für mich hat HRT das höchste Potenzial. HRT hat mit Abstand die größte Lizenzfläche und dürfte in der Summe auch den größsten Projektfortschritt haben. Gute Info liefert die HRT-Präsentation "Namibia Overview" unter diesem Link:

http://ir.hrt.com.br/hrt/web/arquivos/Namibia_Overview_eng.p…

Ein Gefühl über "Potenzial" gibt bspw. das Chart 7 (dazu auch Chart 16 anschauen) mit "Oil Seep Monitoring". HRT hat für Ende d.J./Anfang 2013 den Start eines Bohrprogramms (4 Bohrungen) angekündigt. Mit Farm-Outs ist Ende des 3. Quartals (ggf. nach Nimrod) zu rechnen.

Kurzfristig dürfte Chariot das höchste Kursentwicklungspotenzial durch die akuelle Bohrung im Prospect Nimrod (Petrobras ist Operator, neben den beiden hält auch BP Anteil an dieser Lizenz) haben. In ca. 2 Monaten dürfte das Ergebnis vorliegen. Und wenn positiv, dann werden wohl alle Namibia-Explorer mehr oder weniger in die Höhe schießen.

[gabbo62]

Die von Motz1 erwähnten Insiderkäufe von 33.900 Shares machen 250.337 CAD aus. Das ist schon eine Hausnummer und ein klares Signal.

[wasabibarako]

Antwort auf Beitrag Nr.: 43.453.903 von gabbo62 am 03.08.12 13:21:20

motz & andere: Motz hat geschrieben in Sachen "Positionierung OFF-SHORE NAMIBIA" und die folgenden 4 erwaehnt:
CHAR - HRT - PCL - EOG.
Ich halte schon viele PCL wegen Kenja (MBAWA).
Wer von den anderen 3 erwaehnten Firmen hat das beste Potential in NAMIBIA? Danke im voraus fuer Eure Kommentare!
wasa

[motz1]

Ein Beitrag von User JB3729 auf advfn - Käufe von Keith Hill und Tullow-Planungen bzgl. anstehender Bohrungen (zur Erinnerung )...

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CEO Keith Hill steps up to the plate ahead of the upcoming spudding of 3 wells!

He bought twice last week; 33,900 total shares for $250,337.

Also, KH hasn't sold those 400,000 options he exercised about a month ago. Ian Gibbs hasn't sold the 100,000 options he exercised on 7/12. James Phillips has sold shares, but then, he was the only insider selling earlier in the year. Those sells were for $2.00.

http://www.canadianinsider.com/node/7?menu_tickersearch=aoi


From the 7/25/12 Tullow half year report:

Major discovery made at Ngamia-1 in Kenya; 1.1 km thick gross oil bearing interval with over 100 metres of net pay recorded; Kenyan exploration campaign accelerated and increased.

The well has now been suspended and an appraisal programme is being developed to test the extent of the discovery. An accelerated 2D seismic infill programme has also been completed over the discovery to define the outline of the trap. Exploration activity will continue with the Twiga-1 well which is expected to commence in late-August and is located, on-trend, 30 km from Ngamia in Block 13T. This will be followed by flow testing at the Ngamia-1 well.

This significant exploration result demonstrates that substantial oil generation has occurred in the South Lokichar Basin, which is one of seven basins in the Kenya-Ethiopia Rift Basins acreage, each of which is similar in magnitude to the Lake Albert Rift Basin in Uganda, which are yet to be de-risked by basin testing wildcat wells.

A Full Tensor Gradiometry (FTG) Gravity Survey has been completed across most of the Kenya-Ethiopia licence blocks, an area of around 100,000 sq km. Over 100 leads and prospects have been identified in the seven related basins. Additional 2D and 3D seismic data will be acquired for a planned accelerated exploration campaign, starting with the 4,500 metre deep Paipai-1 well in Block 10A which is expected to commence drilling at the end of the third quarter of 2012. The drill-site for the Sabisa-1 prospect in the South Omo block in Ethiopia is also currently under construction with the aim to commence drilling in the fourth quarter of 2012.
http://www.tullowoil.com/files/pdf/results/half_year_report2…

AOIFF/Tullow will be back in the news, in a big way, starting in a couple of weeks!

[Staberhuk]

http://www.indigo-net.com/public/pdf/ION1337JEL.pdf

Unter diesem Link wird die Zukunft Kenyas nach der Zeit von Präsident Kibaki geschildert, der für die Wahl im nächsten Jahr nicht mehr antritt. Es gibt einen Entwicklungsrahmen bis zum Jahr 2030 mit hervorragend ausgebildeten jungen Leuten aus Industrie, Banken, Familie usw.
Zugangscode ist JEL85.

[gabbo62]

motz1, ich glaube auch, dass jetzt eine günstige Gelegenheit ist, sich zu positionieren.
Onshore Kenja (AOI), Offshore Kenja (u.a. PCL) und Offshore Namibia (u.a. CHAR, HRT, PCL, EOG) könnten sehr heiße Nummern werden.

[gabbo62]

Ey in the Sky (heute 12.20 Uhr):

Currently depth is 2740m with a few more shows.

http://www.worldstocks.co.uk/forum/viewtopic.php?f=3&t=1079&…

[motz1]

Auf die Gefahr hin mich zu wiederholen, es ist so absolut atemberaubend was in den kommenden Wochen und Monaten ansteht .
Besonders für diejenigen welche jahrelang auf diesen Zeitpunkt gewartet haben, die neuen, die Menschen in den betroffenen Ländern, ... ich wünsche allen maximale Erfolge .

Ich habe mein Depot um ein paar Sorgenkinder bereinigt und in AOI umgeschichtet, die Zeit schien mir günstig dafür .

Und bei PCL wird es konkret, Dknow schrieb vor kurzem auf hotcopper:
"Apache, just minutes ago, stated they are expecting to start the Mbawa drill in 10 days.
They stated this during the Second-quarter 2012 earnings announcement webcast currently underway."

[gimo211]

Hillary Clinton besucht die Nationen, in denen wir nach Öl suchen und der Artikel zitiert unsere Ngamia-Discovery...

... Ich bin so happy, in AOI investiert zu sein...

In den nächsten Tagen beginnt in Kenya der zweite große Wurf...

Der spud von L8/Mbawa steht unmittelbar bevor. Diesmal schreibt PCL Geschichte und - Resources, Motz1 - wir sind wieder dabei...

[Resources]

Clinton’s East African Trip Focuses on Oil, Somalia,and SecurityBy Sarah McGregor - Aug 2, 2012 10:30 AM GMT+0200

U.S. Secretary of State Hillary Clinton will encourage East African leaders this week to boost security and political stability in a region threatened by al- Qaeda and growing in importance as a source of energy.

Clinton is scheduled to arrive in Uganda today as part of an 11-day tour that began in Senegal on July 31. She will meet leaders from Kenya, Uganda, South Sudan and Somalia, countries essential to Washington’s strategy to fight Islamist militants and expand American economic interests.

“The dimension of security will be a central part of her visit,” Joseph Siegel, director of research at the Africa Center for Strategic Studies, said in a phone interview from Washington on July 31. “The U.S. shares an interest in bringing stability to Somalia -- that’s a key point of focus -- and reducing the threat that terrorism poses regionally and internationally.”

The Horn of Africa nation’s Western-backed transitional government and an African Union-led military force are battling the Islamist insurgent group, al-Shabaab, al-Qaeda’s franchise in Somalia. The country has been without an effective central government since 1991 and Islamist militants, pirates and criminal groups have made it a regional base of operations.

Securing Somalia
Al-Shabaab, which has been trying to rule Somalia by strict Islamic law since 2007, has lost ground as the AU and Ethiopian troops stepped up a multi-front offensive against them to pave the way for Somali President Sheikh Sharif Sheikh Ahmed’sadministration to establish a permanent government.

“Somalia is the principal source of instability in the Horn of Africa and several East African states -- Uganda, Burundi, Kenya and Ethiopia -- have taken a lead in trying to stabilize the situation and have made more progress than we’ve seen in the last 20 years,” Siegel said. “Clinton will applaud that.”

The U.S. has killed al-Shabaab militants in special forces raids, offered $33 million in bounties for the capture of its leaders and supported the interim government, which yesterday passed a draft constitution despite suicide bombers’ attempts to blow up the venue where they met to vote.

In neighboring Kenya, Clinton and Ahmed will discuss a so- called political road map that includes a deadline to elect a new Somali parliament, speaker and president by Aug. 20. She will arrive on Aug. 4, according to the U.S. Embassy in Nairobi.

Oil Diplomacy
She is also expected to meet with Kenyan President Mwai Kibaki in Nairobi, the capital, to appeal for fair and peaceful elections set for March 2013. It will be the first poll since allegations of ballot fraud in a December 2007 vote set off two months of ethnic and political clashes that killed about 1,100 people and paralyzed East Africa’s largest economy.

East Africa is becoming a more favored destination for investment and a potential source of energy supplies for the U.S., Mwangi Kimenyi, director of the Africa Growth Initiative at the Brookings Institution, said by phone from Aspen, Colorado, on July 31. Uganda is expected to start pumping its first crude this year, while Kenya discovered oil for the first time in March.

“There is increasing commercial interest in East Africa from the U.S., which sees its national security interests tied to securing energy supplies,” Kimenyi said.

U.S. oil and gas companies are increasingly taking on acreage in East Africa. Houston-based Marathon Oil Corp. (MRO) paid $35 million to Africa Oil Corp. (AOI) for stakes in two Kenyan prospects last month, while Anadarko Petroleum Corp. (APC), also based in Houston, has made the decade’s biggest gas discovery off Mozambique and has rights to explore off Kenya’s coast.

Settling Sudan
In South Sudan, which marked a year of independence from Sudan on July 9, Clinton will meet President Salva Kiir tomorrow to discuss topics including “security, oil and citizenship,” State Department spokeswoman Victoria Nuland said in a July 30 statement.

Hostilities escalated in April as troops from South Sudan occupied the Heglig oilfield which is claimed by both, driving the two countries to the edge of war. Even though South Sudan withdrew after 10 days, the United Nations Security Council threatened to impose sanctions if differences over oil transit fees, borders and security aren’t settled by today.

In Uganda, Clinton will urge President Yoweri Museveni to strengthen democracy and human rights, while acknowledging the country’s role in boosting security including trying to hunt down warlord Joseph Kony’s Lord’s Resistance Army, Nuland said. Uganda was also the first country to offer troops for the AU force in Somalia, and the U.S. sponsored training and equipment. She’ll arrive today, James Mugume, permanent secretary at Uganda’s Ministry of Foreign Affairs, said by telephone from Kampala, the capital.

The U.S. last year deployed 100 soldiers to help Uganda and neighboring armies find the LRA fighters, who also roam across South Sudan, the Central African Republic and the Democratic Republic of Congo.

Meeting Mandela
After a visit to Malawi and President Joyce Banda, Clinton will travel to sub-Saharan Africa’s largest economy where she will pay tribute to former South African president and anti- apartheid hero Nelson Mandela, who turned 94 on July 18.

“South Africa is a key player in terms of governance, economic and humanitarian interests, peace and security,” Anne Fruhauf, an Africa analyst with Eurasia Group in London, said in an e-mailed response to questions on July 31. “Its recent win of the African Union presidency only reinforces this.”

To contact the reporter on this story: Sarah McGregor in Nairobi at [e-mail]