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Delta schloss gestern mit $4,10. Der Buchwert von Delta Petroleum wird bei einem Oelpreis von $20 und einem Gaspreis von $2,10 pro tausend Kubikfuß mit $6 bewertet. Bei einem Gaspreis von $3 ($3,02 am 11.3.02) pro tausend Kubikfuß und einem Oelpreis von $24 (Oelpreis am 11.3.02 $24,31) erreichen, wuerde der Buchwert bei ca. $9 liegen. Dies zeigt, dass selbst ohne die zu erwartende Entschaedigung Deltas die Aktie unterbewertet ist. Und es koennte sein, dass die Energiepreise in den kommenden Monaten weiter steigen werden einmal aufgrund der zunehmenden Erholung der amerikanischen Wirtschaft und zweitens aufgrund des amerikanischen Saebelrasselns gegenueber dem Irak. Folgend ein interessanter Artikel, den ich bei Bloomberg.com gefunden habe. Crude Oil Rises as Concern of U.S. Attack on Iraq Increases By Mark Shenk New York, March 11 (Bloomberg) -- Crude oil rose to a 5 1/2- month high after Iraq said it will bar United Nations arms inspectors, raising concern that the U.S. might use military force against the Persian Gulf producer. Iraq`s refusal to allow inspectors to return after a three- year absence coincides with U.S. Vice President Dick Cheney`s trip to Europe and the Middle East to seek support for the war on terror. An attack would threaten Persian Gulf shipping and halt exports from Iraq, which pumps about 3 percent of the world`s oil. ``An attack on Iraq is looking more likely all the time,`` said Chester Irvin, a crude-oil broker at ABN Amro Inc. in New York. ``You are seeing a war premium being built in.`` Crude oil for April delivery rose 47 cents, or 2 percent, to $24.31 a barrel on the New York Mercantile Exchange, the highest closing price since Sept. 21. Prices have gained 23 percent this year and have been at or close to a 5 1/2-month high for the past two weeks. Prices still were down 12 percent from levels before the Sept. 11 terrorist attacks on the U.S. In London, Brent crude oil for April settlement rose 56 cents, or 2.4 percent, to $23.89 a barrel on the International Petroleum Exchange. Iraq, which President George Bush named along with Iran and North Korea as members of an ``axis of evil,`` will be the subject of talks during Cheney`s 10 days of meetings, a senior administration official told reporters. Bush has accused Iraqi leader Saddam Hussein of developing nuclear, chemical and biological weapons and using some of them against his own people. Allowing UN arms inspectors into Iraq to search for such weapons was part of the cease-fire agreement that ended the Persian Gulf War in 1991. UK`s Position on Iraq Cheney and British Prime Minister Tony Blair said there`s no timetable for deciding how to respond to Iraq`s refusal to allow the weapons inspectors to return. Meeting with Cheney on the six- month anniversary of the Sept. 11 attacks, Blair said he agreed that Iraq is a menace that merits attention. ``Bush will eventually say to the Iraqis, `Let the weapons inspectors in or else face the consequences,``` said Adam Sieminski, a global oil analyst at Deutsche Banc Alex Brown in Baltimore. ``I am convinced we would use military force if pushed.`` Oil prices also rose after workers at Venezuela`s state oil company Petroleos de Venezuela SA said they will continue protests, including a possible strike, over five appointments to the board of directors that they say were made for political reasons. The workers say the directors were appointed for their loyalty to Venezuela President Hugo Chavez and aren`t qualified to run the company. OPEC-member Venezuela was the fourth-biggest source of U.S. imports in December, according to the U.S. Energy Department. A strike would have an immediate impact on Venezuela`s 2.5 million barrels a day of oil production if unions join in the work action as promised, analysts said. Gasoline Imports Threatened ``This is a big deal because you have the white collar and blue collar workers united against the government,`` said Bill O`Grady, director of fundamental futures research at A.G. Edwards & Sons Inc. in St. Louis. ``A disruption in Venezuela isn`t only important because of their crude oil exports, they are also a big source of U.S. gasoline imports.`` The rally in crude oil has already pushed up prices at the pump. U.S. retail gasoline rose an average of 2.8 cents to $1.144 a gallon in the week ended March 4, the Energy Department reported. Crude oil costs account for 36 percent of retail prices, according to department estimates. Gasoline futures for April delivery rose 2.29 cents, or 3 percent, to 79.1 cents a gallon on the New York exchange, the highest closing price since Sept. 18. Prices have surged 38 percent so far this year. Futures represent wholesale prices. OPEC Meeting The Organization of Petroleum Exporting Countries wants to see oil prices between $22 and $28 a barrel, United Arab Emirates Oil Minister Obeid bin Seif al-Nasseri told CNBC today. Prices slid to a two-year low after the Sept. 11 attacks cut air travel and worsened a U.S. recession. An index of oil prices monitored by OPEC was quoted at $21.87 a barrel on Friday. The price fell as low as $15.85 on Nov. 19. OPEC oil ministers will meet this Friday in Vienna to discuss oil production. Chakib Khelil, Algeria`s oil minister, said he is ``very confident`` OPEC will extend oil output cuts into the second quarter before loosening the spigot as demand grows toward the end of the year. Russia, Norway, Mexico, Oman and Angola agreed in December to take 462,500 barrels a day off the market starting Jan. 1, while OPEC promised a 1.5 million-barrel cut in its quotas. The targeted reductions equaled about 2.5 percent of daily world supply. |
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| aus der Diskussion: | Delta Petroleum (DPTR) vor Entschädigung zw. US$ 228 und 360 Mio. |
| Autor (Datum des Eintrages): | Vinoveritas (12.03.02 01:15:42) |
| Beitrag: | 12 von 30 (ID:5771225) |
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