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Antwort auf Beitrag Nr.: 37.479.283 von tommy-hl am 27.06.09 12:23:12Hi Apollo:
Around a year ago I had a rough look onto Raytec Metals. At that time I thought it´s not a good idea buying shares of that company due to the multi-commodity projects. Some people think it might be an advantage to have so many properties with different commodities, however I think it´s a disadvantage, especially for Raytec in the past.
The Management has squandered its strenght to too many different projects with the result nothing real happened so far. They burned too much money with the need of capital raisings. It´s better to concentrate one´s strength onto ONE single project, to develope it, and to bring it into production in order to generate cashflow. Then, the next property can be developed and so on.
OK, the Raytec-MM are dreamers, but that´s the past so far. Now Raytec intends to sell the potash property (L.o.I. or Letter of Intent only). However, Raytec will not receive cash, but shares of the purchaser Encanto only. Another disadvantage!
And - what a surprise -, now Raytec intends to jump into the oil business. Originally focused on potash exploration and more recently stating that it was eyeing up precious metals projects, Raytec stunned investors when it announced that it had signed a L.o.I. with Africa Oil Corp.
What next?
The Raytec Management is like a weather-cock: If the wind blows from North, they jump to North. If the wind changes to West, the MM jumps to West.
However, as I am bullish with regard to the future of crude oil, I will look onto the farm-in agreement and background with Africa Oil. Do not expect too much! I´m sceptical about Raytec ... Keep your powder dry and do NOT buy Raytec shares.
Raytec Metals Corp. – change to oil business
According to the information of Africa Oil Corp. the projects do not have any resource estimation so far!
Only 3 wells drilled in Nogal and Dharoor basins - all three "indicate" oil in sandstones.
Nogal Block – Somalia
Oil indications only!
Dharoor Block – Somalia
Oil indications only!
Block 9 – Kenya
Two wells drilled in 1987-1988 by Total in Block 9 only!
The next steps are: Drilling, drilling etc. This will take a lot of time and the need of a lot of money (Capex)! Raytec has to share the Capex according to its working interest!
When will Raytec earn money - if any - ? In 3 years, 4 years, 5 years?
I do not see any reason for an investment in Raytec Metals for the time being!
Recommendation: AVOID this stock!
Put your money into stocks with better fundamentals and a better track record (look to the "performance" of the management) ... IMHO ...
Best regards
Tommy
Around a year ago I had a rough look onto Raytec Metals. At that time I thought it´s not a good idea buying shares of that company due to the multi-commodity projects. Some people think it might be an advantage to have so many properties with different commodities, however I think it´s a disadvantage, especially for Raytec in the past.
The Management has squandered its strenght to too many different projects with the result nothing real happened so far. They burned too much money with the need of capital raisings. It´s better to concentrate one´s strength onto ONE single project, to develope it, and to bring it into production in order to generate cashflow. Then, the next property can be developed and so on.
OK, the Raytec-MM are dreamers, but that´s the past so far. Now Raytec intends to sell the potash property (L.o.I. or Letter of Intent only). However, Raytec will not receive cash, but shares of the purchaser Encanto only. Another disadvantage!
And - what a surprise -, now Raytec intends to jump into the oil business. Originally focused on potash exploration and more recently stating that it was eyeing up precious metals projects, Raytec stunned investors when it announced that it had signed a L.o.I. with Africa Oil Corp.
What next?
The Raytec Management is like a weather-cock: If the wind blows from North, they jump to North. If the wind changes to West, the MM jumps to West.
However, as I am bullish with regard to the future of crude oil, I will look onto the farm-in agreement and background with Africa Oil. Do not expect too much! I´m sceptical about Raytec ... Keep your powder dry and do NOT buy Raytec shares.
Raytec Metals Corp. – change to oil business
According to the information of Africa Oil Corp. the projects do not have any resource estimation so far!
Only 3 wells drilled in Nogal and Dharoor basins - all three "indicate" oil in sandstones.
Nogal Block – Somalia
Oil indications only!
Dharoor Block – Somalia
Oil indications only!
Block 9 – Kenya
Two wells drilled in 1987-1988 by Total in Block 9 only!
The next steps are: Drilling, drilling etc. This will take a lot of time and the need of a lot of money (Capex)! Raytec has to share the Capex according to its working interest!
When will Raytec earn money - if any - ? In 3 years, 4 years, 5 years?
I do not see any reason for an investment in Raytec Metals for the time being!
Recommendation: AVOID this stock!
Put your money into stocks with better fundamentals and a better track record (look to the "performance" of the management) ... IMHO ...
Best regards
Tommy
Guten Morgen zusammen!
Großer Deal. EXCO RESOURCES INC
Nachdem die gestern schon Assets für 375mUSD verkauft haben, melden sie heute eine Projektbeteiligung der BG Group für um die 1 Mrd.USD
http://finance.yahoo.com/q?s=XCO
Gruß
s.
Großer Deal. EXCO RESOURCES INC
Nachdem die gestern schon Assets für 375mUSD verkauft haben, melden sie heute eine Projektbeteiligung der BG Group für um die 1 Mrd.USD
http://finance.yahoo.com/q?s=XCO
Gruß
s.
Antwort auf Beitrag Nr.: 37.488.670 von apollo2000 am 29.06.09 20:22:32This deal (loan against project interest), which has to be approved, has advantages and disadvantages. I´ll value both and, if necessary, revise my long-term target. A first rough view shows, Ithaca is still a BUY!
Tommy
Tommy
early loan conversion
Ithaca Energy Inc.: Agreement on Early Conversion of Dyas Loan
09:09 EDT Monday, June 29, 2009
LONDON, UNITED KINGDOM and CALGARY, ALBERTA--(Marketwire - June 29, 2009) -
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
Ithaca Energy Inc. ("Ithaca" or the "Company") (TSX VENTURE:IAE)(AIM:IAE) and its wholly owned subsidiary Ithaca Energy (UK) Limited, an independent oil & gas company with exploration and development assets in the UK sector of the North Sea, announces that it has entered into an agreement with Dyas UK Limited ("Dyas") for the conversion of Dyas' US$61.2 million outstanding secured loan.
Under the agreement entered into in October 2008, Dyas had the option (the "2008 Option") to convert the US$61.2 million loan by 1st November 2010 in consideration for the purchase of an additional 15.15% of all of Ithaca's interests held at 1st November 2008 (the "Effective Date").
Upon the early conversion of the Dyas loan, Ithaca will become debt free and will receive an additional cash payment from Dyas of approximately US$35.8 million in exchange for Dyas taking further equity in all of its properties, including the Jacky and Beatrice fields, in addition to the 15.15% interest entitlement under the 2008 Option.
Ithaca and Dyas have revised the working interest positions in its key assets through this transaction as follows:
------- ----------------------- ---------------
Pre Post 1/11/08 Post Revised
1/11/08 (excluding 2008 option) Transaction
------- ----------------------- ---------------
Asset Type Ithaca Ithaca Dyas Ithaca Dyas
% % % % %
Beatrice Production 100 74.75 25.25 50.00 50.00
Jacky Production 90 67.28 22.73 47.50 42.50
Athena Development 70 52.33 17.68 22.50 47.50
Carna Development 40 29.90 10.10 16.00 24.00
Stella Development 66.67 49.83 16.83 35.00 31.67
In addition, equity in all of Ithaca's remaining exploration assets will also be transferred, such that Dyas will acquire a final equity holding equivalent to 50% of Ithaca's equity positions immediately prior to the Effective Date.
The total aggregate consideration for this revised transaction will be approximately US$97 million. Based on the Company's evaluation of proven and probable reserves as at 31 December 2008, Ithaca is selling 11.6 million developed and undeveloped barrels of oil equivalent (boe) at a price of US$8.36 per boe.
The key benefits to Ithaca as a result of this transaction are:
- Receipt of a cash payment of approximately US$35.8 million which will provide funding for additional projects in particular to enhance production from Jacky and Beatrice areas, to appraise Stella and to seek new opportunities to broaden its asset base;
- Strong cash position with no debt;
- Reduced working interests ahead of major capital expenditures on Stella, Carna and the Beatrice Area; and
- Improved forward planning with no Dyas option overhang.
The transaction is subject to the approval of the UK Department for Environment and Climate Change ("DECC"), Talisman Energy and usual third party consents. The TSX Venture Exchange has approved the transaction subject to the usual post closing filing conditions.
Iain McKendrick, CEO of Ithaca said:
"This is a major step forward, putting the Company onto an excellent long term footing. This revised deal leaves the Company debt free and with financial resources sufficient to finance a manageable future capital expenditure program that will develop existing projects as well as new opportunities. The Company now has a diverse portfolio and is poised for growth from the platform that has been created through this second transaction with Dyas. I regard this as a transformational move, securing the future of Ithaca in an exciting environment in which to expand".
Ithaca Energy Inc.: Agreement on Early Conversion of Dyas Loan
09:09 EDT Monday, June 29, 2009
LONDON, UNITED KINGDOM and CALGARY, ALBERTA--(Marketwire - June 29, 2009) -
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
Ithaca Energy Inc. ("Ithaca" or the "Company") (TSX VENTURE:IAE)(AIM:IAE) and its wholly owned subsidiary Ithaca Energy (UK) Limited, an independent oil & gas company with exploration and development assets in the UK sector of the North Sea, announces that it has entered into an agreement with Dyas UK Limited ("Dyas") for the conversion of Dyas' US$61.2 million outstanding secured loan.
Under the agreement entered into in October 2008, Dyas had the option (the "2008 Option") to convert the US$61.2 million loan by 1st November 2010 in consideration for the purchase of an additional 15.15% of all of Ithaca's interests held at 1st November 2008 (the "Effective Date").
Upon the early conversion of the Dyas loan, Ithaca will become debt free and will receive an additional cash payment from Dyas of approximately US$35.8 million in exchange for Dyas taking further equity in all of its properties, including the Jacky and Beatrice fields, in addition to the 15.15% interest entitlement under the 2008 Option.
Ithaca and Dyas have revised the working interest positions in its key assets through this transaction as follows:
------- ----------------------- ---------------
Pre Post 1/11/08 Post Revised
1/11/08 (excluding 2008 option) Transaction
------- ----------------------- ---------------
Asset Type Ithaca Ithaca Dyas Ithaca Dyas
% % % % %
Beatrice Production 100 74.75 25.25 50.00 50.00
Jacky Production 90 67.28 22.73 47.50 42.50
Athena Development 70 52.33 17.68 22.50 47.50
Carna Development 40 29.90 10.10 16.00 24.00
Stella Development 66.67 49.83 16.83 35.00 31.67
In addition, equity in all of Ithaca's remaining exploration assets will also be transferred, such that Dyas will acquire a final equity holding equivalent to 50% of Ithaca's equity positions immediately prior to the Effective Date.
The total aggregate consideration for this revised transaction will be approximately US$97 million. Based on the Company's evaluation of proven and probable reserves as at 31 December 2008, Ithaca is selling 11.6 million developed and undeveloped barrels of oil equivalent (boe) at a price of US$8.36 per boe.
The key benefits to Ithaca as a result of this transaction are:
- Receipt of a cash payment of approximately US$35.8 million which will provide funding for additional projects in particular to enhance production from Jacky and Beatrice areas, to appraise Stella and to seek new opportunities to broaden its asset base;
- Strong cash position with no debt;
- Reduced working interests ahead of major capital expenditures on Stella, Carna and the Beatrice Area; and
- Improved forward planning with no Dyas option overhang.
The transaction is subject to the approval of the UK Department for Environment and Climate Change ("DECC"), Talisman Energy and usual third party consents. The TSX Venture Exchange has approved the transaction subject to the usual post closing filing conditions.
Iain McKendrick, CEO of Ithaca said:
"This is a major step forward, putting the Company onto an excellent long term footing. This revised deal leaves the Company debt free and with financial resources sufficient to finance a manageable future capital expenditure program that will develop existing projects as well as new opportunities. The Company now has a diverse portfolio and is poised for growth from the platform that has been created through this second transaction with Dyas. I regard this as a transformational move, securing the future of Ithaca in an exciting environment in which to expand".
Antwort auf Beitrag Nr.: 37.483.692 von Urlaub2 am 29.06.09 07:56:30aber auch auf Grund chronischen Geldmangels
Trading Spotlight
China to cut grain, metal, steel export taxes
Thursday June 25, 2009 10:13:02 AM GMT
http://www.forexyard.com/en/reuters_inner.tpl?action=2009-06…
Thursday June 25, 2009 10:13:02 AM GMT
http://www.forexyard.com/en/reuters_inner.tpl?action=2009-06…
Antwort auf Beitrag Nr.: 37.482.712 von XIO am 28.06.09 19:19:41Da wäre ich vorsichtig, zumal sich Partner Energulf vom Test des Bohrergebnisses bei Block 1711 zurückgezogen hat.
Guten Morgen!
China has bought 235,000 T copper as reserves -report
...But China would not continue purchases. "State purchases for reserves will not continue under current market conditions," ...
http://www.reuters.com/article/marketsNews/idAFPEK3597222009…
Gruß + erfolgreiche Woche, allen
s.
China has bought 235,000 T copper as reserves -report
...But China would not continue purchases. "State purchases for reserves will not continue under current market conditions," ...
http://www.reuters.com/article/marketsNews/idAFPEK3597222009…
Gruß + erfolgreiche Woche, allen
s.
Wieder etwas Lesestoff (der chart sieht auch interessant aus):
Interview - Duane Parnham - Universal Power Corp.
http://www.dyor.de/universal-power-corp/interview-duane-parn…
Market Cap (Mil)
40.07
Shares Out (mil)
58.07
Interview - Duane Parnham - Universal Power Corp.
http://www.dyor.de/universal-power-corp/interview-duane-parn…
Market Cap (Mil)
40.07
Shares Out (mil)
58.07
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