Rohstoff-Explorer: Research oder Neuvorstellung (Seite 2773)

[Antea600]

Antwort auf Beitrag Nr.: 34.481.449 von tommy-hl am 10.07.08 16:42:40

Hallo Tommy,

im Thread wird auch schon über Übernahme spekuliert.

Antea

[tommy-hl]

Antwort auf Beitrag Nr.: 34.480.158 von Antea600 am 10.07.08 15:00:56

Hallo Antea,

wenn ich das richtig interpretiere, dann sind ab jetzt Finanzexperten am Werk.

Ja, sieht so aus. Zufall ? Oder steckt da eine gewisse Absicht hinter ?

Tommy

[XIO]

AGU übelst abefackelt, Minenlizenz erhalten
http://www.advfn.com/news_Angus-Ross-says-unit-wins-30-year-…

aber immer noch keine Finanzierung, und nun diese Meldung

http://www.angusandross.com/AR-NEW/news/PR-10-07-08-RAB29pct…

Market Cap noch 6.18 Mio br. Pound

[Antea600]

=======================================================================
Re: Press Release - Wednesday, July 09, 2008
Palladon Announces Board Changes And New Hires
=======================================================================

Salt Lake City, Utah, July 9, 2008. Palladon Ventures Ltd. (TSX.V: PLL)
(Frankfurt: PV-1) is pleased to announce the appointments of Mr. John
Cutler and Mr. Jared Sturdivant to the Board of Directors. In
addition, Mr. Darrel Twede has joined the Company as the Acting Chief
Operating Officer and Chief Technical Officer.

Mr. Cutler is a strategist with Swank Capital, LLC, a multi fund
manager specializing in energy and natural resource investments. The
firm manages funds across a number of strategies including the
Dalrymple Global Resources Fund, LP set up to capitalize on the global
demand for commodities through equity investments and futures
contracts. Prior to joining Swank Capital, Mr. Cutler compiled over 30
years experience in the investment management and securities
industries. He started his career as a portfolio manager with U.S.
Trust Co. of New York in 1974. He subsequently held senior positions
with major investment banking firms including CS First Boston and Smith
Barney. Mr. Cutler also served as Vice President in the research group
of John S. Herold, Inc. Mr. Cutler received a BS in Finance from the
University of Virginia -- McIntire School of Commerce in 1974. He also
pursued further studies at The New York Institute of Finance and The
New School, NYC.

Mr. Sturdivant is currently a Managing Director of JANA Partners LLC.
Previously he was an investment analyst for Harvest Management LLC
(2004--2005) focusing on distressed and special situation investments.
He also previously worked as a restructuring and M&A Advisor for
Conway, Del Genio, Gries & Co. LLC (2001--2003). Mr. Sturdivant
graduated with a B.A. in Finance from the University of Texas at Austin
in 2001, (magna cum laude).

Mr. Twede recently retired from FLSmidth Minerals, formerly known as
Eimco where he was a project manager for the last 15 years with
projects in Asia, South America, and the United States. Prior to his
employment at Eimco, he worked at Evans & Sutherland in Salt Lake City
as Program Manager where he managed domestic and international
multi-million dollar programs in the simulation industry. He was
employed at Kennecott Copper as a control systems engineer in the
development of control systems in Kennecott's operation. Mr. Twede
received his M.S. in Electrical Engineering from the University of
Utah, and is a past member of Eta Kappa Nu (HKN) Honor Society, the
Institute of Electrical and Electronic Engineers (IEEE), and the
Instrument Society of America (ISA). He received his Professional
Engineer License in 1969 from the state of Utah.

The Company also announces that Dr. Michael G. Nelson has resigned from
the Board of Directors at Palladon Ventures to focus on his assignments
as a professor of Mining Engineering at the University of Utah.

The Company had hoped to have a conference call for investors this week
but has postponed it as Mr. Foot is traveling to China. A detailed
investor call will be scheduled for July 23, 2008 to give complete
details of the start-up of the mine.
"We are very fortunate to have John Cutler and Jared Sturdivant join
our Board," said Donald G. Foot, Jr., President and CEO, Palladon
Ventures Ltd. "Their experience in the financial markets will help to
re-position our Board's strength towards the operating concerns of the
future. Darrel Twede brings a wealth of Project Management and plant
start-up experience and will be a huge asset in a smooth start-up. In
addition, other key positions at the site have now been filled with
excellent additions. We are pleased to have attracted this talent for
the Company at such a competitive time in our industry."

On Behalf of the Board of Directors,
Donald G. Foot, Jr.
President and Chief Executive Officer

About Palladon

Palladon Ventures Ltd. is a junior resource company focused on building
production facilities at the Comstock/Mountain Lion iron mine in Iron
County, Utah. Palladon also holds gold exploration projects in Nevada,
Utah and Argentina.

For Further Information Please Contact:

Donald G. Foot Jr.
President and CEO
Palladon Ventures Ltd.
801.521.5252 Tel
80.521.5454 Fax
Email: [e-mail]
Website: www.palladonventures.com; www.ironbullmining.com


The TSX Venture Exchange has not reviewed and does not

Hallo Tommy,

wenn ich das richtig interpretiere, dann sind ab jetzt Finanzexperten am Werk.

Antea

[tommy-hl]

Antwort auf Beitrag Nr.: 34.476.248 von XIO am 10.07.08 05:40:29

Danke für die Info.

Was sagt Ihr zu Accrete aus dem Beitrag?

Spontan und auf den ersten Blick halte ich auch eine Kursverdoppelung für möglich. Muss ich mir aber noch genauer ansehen.

Tommy

[XIO]

Antwort auf Beitrag Nr.: 34.476.246 von XIO am 10.07.08 05:34:15

sorry für die Formatierung..

Was sagt Ihr zu Accrete aus dem Beitrag?
http://www.accrete-energy.com/index.htm

http://www.stockhouse.com/tools/?page=%2FFinancialTools%2Fsn…

May 29, 2008
SEPAC Oil and Gas Investor Showcase
http://www.accrete-energy.com/PDFs/GZ-2008-SEPAC-presentatio…

[XIO]

Josef Schachter



...The brokerage industry is very vulnerable. Even Merrill

Lynch is talking about now selling a part of Bloomberg

and even selling Blackrock to get the capital they need

because they don’t want to do equity shares at these

levels. So they can’t raise interest rates, which means

we are in what’s called stagflation, which is low growth in

economy but with a lot of inflation and it’s like the 1970’s,

so those investors who remember the 1970’s, will remember

that the markets were flat for about 12 years, but

the commodity board went nuts to the upside. The one

that I remember well is of course the energy one of the

TSE Oil and Gas Producers at that time and that index

went up 12 times in seven years. So in 2002, we were

100 in the new S&P/TSX Energy Index, even with the

shellacking we’ve taken from the high. That’s four times

better than that with the index at 400. Our view is that

before this energy cycle is over, the S&P/TSX Energy

index will bust through 1000. So from 400 to 1000 in the

next 3-5 year is not bad.

D.P: You were suggesting recently that you though

11,000 would be the bottom on the Dow, that things have

gotten oversold. Is that still your hope?

J.S: Again, I don’t spend as much time on the Dow, but

the 10,700 to 11,000 is what I’m hearing from some wiser

folks than me. I spend most of my time on the energy/

resource area, so that’s our focus here, but if those guys

on the technical side are right and the indices in terms of

that same chart that we just talked about are showing

very oversold conditions both for the Dow and the

NASDAQ. Those data points you could pull out on that

same base to draw and if you pull up the Dow, you can

see there – the S&P, the NASDAQ, the materials – all of

them are heading down into the bottom quartile of the

shake out. So again, imminent potential for resolution of

the pain on the downside.

D.P: That’s nice to hear. How close do you think that is

for happening?

J.S: My fearless forecast is that we will have a bottom

this month.

D.P: There will be a whole bunch of people that will be

glad to see that happening! Back to oil and gas, if you

had to own three stocks, obviously Oilexco is one of

them and you call it a table-thumping buy under $17.00.

What would be your other two or three stocks and what

would be the prices you would pick as an entry point?

J.S: I have to pick Sterling Resources. They have three

high impact wells over the next three months.

D.P: Using the Point and Figure chart, does this give you

some buying ranging for some of your favorites stories

such as Oilexco and some of your other favorites?

J.S: Oh yes! Right now, anytime you see Oilexco under

$17.00, it’s a table-pounding buy especially now that they

have Moth having announced a discovery and we are

now waiting for the announcement of the Fulmar zone

test in the next week or two from Art Millholland plus the

D-5 well coming on and also second quarter results.

With the commodity board being so strong, their second

quarter results should be very healthy even though

maybe they don’t have the volume that we were hoping

for because of the Forties pipeline shutdown.

So while they may not have the volumes we were hoping

for, once D-5 comes on, that’s the first material increase

in volumes and then of course in October/November, we

will get the big Shelly-Sevan floater and that will increase

production north of 40,000 boe/d. So as production

ramps up and they announce those productions and of

course they have three rigs working, so there’s news

potentially there, so we used to say a table-pounding buy

under $15.00 – now we say table-pounding buy under

$17.00.

We have a $30.00 target, but that does not include anything

from Moth. So once we get some definitive news

on the upside value, time line for bringing it on, if they

have any impact in the next 12 months, we would probably

increase our target again over $30.00.

D.P: As far as the general market, this is a new kind of

market for most people out there. They haven’t seen it,

it’s been absolutely brutal, they are seeing real estate go

down, and the stock markets are down. That’s what they

are worried about. What are you worried about right

now?

J.S: I think those concerns are valid because we’ve had

so much money in the system that there’s been too much

liquidity in the system. Interest rates are probably too

low relative to inflation. If you believe inflation is 4% or

5%, interest rates should be above that and remember,

you are also taxed on your interest income. So if you are

a debt-investor, you are being penalized right now. So

until we see interest rates go to a rational level, we are in

an inflationary cycle. And they can’t raise interest rates

because of the housing difficulties and the re-sets mortgage

that are continuing to go on. Of course the banking

system in the States, particularly more so than Canada is

very fragile because of the hits they have taken on all the

different CDO’s and credit instruments that have been a

disaster for them.

Later this month, they start offshore UK with the drilling for gas, extensions of the Breagh discovery that’s East

Breagh which is a well that if successful would have an aerial extent plus depth that could add another $5 plus to

NAV.

In the end of July they will get a jack-up rig offshore Romania and they will start drilling to expand a discovery they

previously made. They will be going after satellites there that threshold they need for the pipeline. If a good discovery

comes there, we will know that probably sometime in September. And then in September they go after one of the

big scores for them, potentially, a play called Block 210, which is a North Sea oil target which there onside reservoir

consultants think could do 300 million barrels of oil in place. They own 39.9% so that alone could be worth more than

$10.00. Anytime between this range of $2.60 is a very, very good buy.

The last one I would go after would be a gassy named Accrete Energy. Accrete is at $5.30 and we have a target on this

one that is $10.75. The company is doing about 3100 boe’s a day of oil and liquids right now. We believe that this oil

play that they are working on, could go to 4000 boe’s a day by the end of the year and we think the NAV the end of last

year was worth over $7.00, so it’s trading at a material discount today. We think they may work on ways to resurface

the value on some of their more mature assets, so we are big fans of Accrete with a $10.75 target – so from where it is

today, that’s almost a 100% upside.

D.P: Time to visit your crystal ball. If you had to guesstimate where oil and gas will be a year from today, what would

be your answer?

J.S: I would be happy if they were right where they are right now! Right now the market is discounting maybe $70 or

$80 crude in the stock prices and if were sitting at $130 a year from now and the market is willing to pay $100, there’s

the value increase to the company.

With individual companies showing volume growth and at the same time if the stock markets start paying $30.00

higher per boe for reserves in the ground, you can see prices 30% to 50% higher than they are today.

D.P: Do you see an active hurricane season in the horizon?

J.S: Outside of owning oily-focused exploration stories like an Oilexco, you want to be focused on natural gas stocks

now particularly because the commodity board ratio is very cheap (oil to gas). Secondly, with the clean air issues that

the Americans are talking about, you need to use the cleanest burning fuel which of course is natural gas. Third, hurricane

season activity is August and September. It peaks in September. The first hurricane is on its way called (Big)

Bertha, and that could drive natural gas prices to maybe $18 or $20 per mcf on a spike during the summer and of

course versus $12 today, which would drive the stocks materially higher.

D.P: Thank you very much Josef!

[XIO]

Antrim Energy discovers oil in UK North Sea

Published: 09 Jul 2008

Antrim Energy discovers oil in UK North Sea
Antrim Energy, an oil and gas exploration and production company, has reported drilling results from its Causeway well 211/23d-18 in the UK North Sea. The well drilled a significant oil column, including a new oil accumulation in the Etive formation.

The 23d-18 well, which was drilled directionally, 60 feet structurally below the 23d-17z well, penetrated an oil column of 50 feet with 25 feet of total vertical depth (TVD) net oil pay in the Ness formation, and an oil column of 15 feet with eight feet TVD net oil pay in the underlying Etive formation.

Modular dynamics testing over the oil bearing sandstones in both formations flowed light oil with no water. The equivalent Ness section in the discovery well tested light oil at rates up to 7,000 barrels of oil per day (bpd) with no water. The Etive section in 23d-18 represents a new oil accumulation not previously reported from this area of the Causeway structure.

The 23d-18 well is currently being cased and will be retained as a development well to provide pressure support to the 23d-17z discovery well, which tested at a combined rate of up to 14,500bpd.

[tommy-hl]

OEL ASX Announcement: 100m bbls potential for Santa Rosa

Otto Energy advises that an “Evaluation of Prospective Resources” report on the Santa Rosa Exploration Permit located in the Cuyana Basin in the Province of Mendoza, Argentina, has been released by Oromin Explorations Ltd.

http://www.ottoenergy.com/media/OEL%20ASX%20Argentina%20Esti…

Das klingt doch sehr gut:

The independent report concluded that:
• The unrisked probabilistic oil resource potential for the Santa Rosa dome ranges from 45,167,000 barrels of oil to 380,800,000 barrels of oil; and
• Sets out 131,564,000 barrels of oil as the most likely amount of unrisked recoverable resources on the prospect.

[TraderA]

interessant !

danke