PANCONTINENTAL OIL - Projekte in Australien, Kenya, Malta, Marocco und Namibia (Seite 303)
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ISIN: AU000000PCL4 · WKN: A0CAFF
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Letzter Kurs 28.04.24 Lang & Schwarz
Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,4500 | +15,99 | |
| 7,3400 | +15,77 | |
| 9,6400 | +13,95 | |
| 7,9500 | +13,25 | |
| 1,7900 | +11,88 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 325,00 | -9,97 | |
| 0,6850 | -11,04 | |
| 4,3100 | -18,98 | |
| 1,3501 | -20,58 | |
| 9,3500 | -28,02 |
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@Bohringenieur
Mag sein, dass alles noch etwas dauert (und der Share Price eventuell auch wieder unter AUD 0,10 fällt). Jedoch könnte das Drilling doch früher kommen, wenn Apache Zugriff auf ein Rig in der Region erhält.
Zudem wird Anadarko früher mit dem Drilling offshore Kenya beginnen und wenn die eine Discovery "adjacent" zu L8 haben, gibt es vermutlich auch keine ganz günstigen PCLs mehr...
Leider ist das mit dem PCL Buying nicht so simpel...
Ich warte selbst noch das initiale Drilling von Africa Oil/Tullow in Kenya 10BB und 10A sowie Puntland ab und hoffe, danach nochmals signifikant bei PCL aufzustocken.
Es kann bei PCL alles noch etwas dauern, muss es jedoch nicht...
Mag sein, dass alles noch etwas dauert (und der Share Price eventuell auch wieder unter AUD 0,10 fällt). Jedoch könnte das Drilling doch früher kommen, wenn Apache Zugriff auf ein Rig in der Region erhält.
Zudem wird Anadarko früher mit dem Drilling offshore Kenya beginnen und wenn die eine Discovery "adjacent" zu L8 haben, gibt es vermutlich auch keine ganz günstigen PCLs mehr...
Leider ist das mit dem PCL Buying nicht so simpel...
Ich warte selbst noch das initiale Drilling von Africa Oil/Tullow in Kenya 10BB und 10A sowie Puntland ab und hoffe, danach nochmals signifikant bei PCL aufzustocken.
Es kann bei PCL alles noch etwas dauern, muss es jedoch nicht...
Zitat von gimo211: Mehr good news von PCL: http://www.pancon.com.au/investor-centre/asx/2011/reports/29…
Noch in diesem Jahr beginnen seismics in Kenya L10A und L10B und die Planungen sehen Drilling in 2013 vor.
Laut Tullow ist das Mbawa-Drilling, Kenya L8 für Q3 2012 vorgesehen (siehe HY Präsentation Slide #34 http://www.tullowoil.com/files/pdf/Tullow2011Halfyear_pres.p…). Offen ist noch, wie der Progress bei L6 verläuft, es ist nun jedoch definitiv eine neue Phase für PCL eingeläutet.
Diejenigen, die hier etwas langen Atem haben, könnten in den nächsten 2-3 Jahren noch viel Spass haben...
Ursprünglich war Mbawa doch eigl für Ende 2011 geplant. naja erfahrungsgemäß verschieben sich solche Termine immer. Es dürfte also noch gut 1 Jahr dauern bis sich nenneswert was am Kurs tun wird.
Ich werde peau à peuau immer eein bißchen dazukaufen.
Mehr good news von PCL: http://www.pancon.com.au/investor-centre/asx/2011/reports/29…
Noch in diesem Jahr beginnen seismics in Kenya L10A und L10B und die Planungen sehen Drilling in 2013 vor.
Laut Tullow ist das Mbawa-Drilling, Kenya L8 für Q3 2012 vorgesehen (siehe HY Präsentation Slide #34 http://www.tullowoil.com/files/pdf/Tullow2011Halfyear_pres.p…). Offen ist noch, wie der Progress bei L6 verläuft, es ist nun jedoch definitiv eine neue Phase für PCL eingeläutet.
Diejenigen, die hier etwas langen Atem haben, könnten in den nächsten 2-3 Jahren noch viel Spass haben...
Noch in diesem Jahr beginnen seismics in Kenya L10A und L10B und die Planungen sehen Drilling in 2013 vor.
Laut Tullow ist das Mbawa-Drilling, Kenya L8 für Q3 2012 vorgesehen (siehe HY Präsentation Slide #34 http://www.tullowoil.com/files/pdf/Tullow2011Halfyear_pres.p…). Offen ist noch, wie der Progress bei L6 verläuft, es ist nun jedoch definitiv eine neue Phase für PCL eingeläutet.
Diejenigen, die hier etwas langen Atem haben, könnten in den nächsten 2-3 Jahren noch viel Spass haben...
Guten Morgen,
Charttechnisch schaut es bei Pan sehr interessant aus.
In den nächsten 2 Wochen könnte wieder Bewegung in die Aktie kommen.
Auch bei Aussiebulls steht Pan auf BUY.
http://www.aussiebulls.com/weekly/StockPage.asp?CompanyTicke…
Schönen Sonntag ...
Charttechnisch schaut es bei Pan sehr interessant aus.
In den nächsten 2 Wochen könnte wieder Bewegung in die Aktie kommen.
Auch bei Aussiebulls steht Pan auf BUY.
http://www.aussiebulls.com/weekly/StockPage.asp?CompanyTicke…
Schönen Sonntag ...
Man saugt ja förmlich alles im Bereich um 0,10 AUD seit Tagen auf.
Trading Spotlight
Guten Morgen,
So ruhig seit Tagen hier?
In solch ruhigen Zeiten ist sammeln angesagt.
Das Potential, was PAN hat, haben momentan nur wenige erkannt.
Da hier im momentanen Kurs fast nix vom Potential eingepreist ist, hat man hier eine wahre Kurs-Perle.
Aber die eingefleischten Pan-ler wissen das ja.
Schönen Tag noch ...
x_trader
So ruhig seit Tagen hier?
In solch ruhigen Zeiten ist sammeln angesagt.
Das Potential, was PAN hat, haben momentan nur wenige erkannt.
Da hier im momentanen Kurs fast nix vom Potential eingepreist ist, hat man hier eine wahre Kurs-Perle.
Aber die eingefleischten Pan-ler wissen das ja.
Schönen Tag noch ...
x_trader
"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. 
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