PANCONTINENTAL OIL - Projekte in Australien, Kenya, Malta, Marocco und Namibia (Seite 337)
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ISIN: AU000000PCL4 · WKN: A0CAFF · Symbol: PUB
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Vergleicht mal die Aussage über das Namibia-Potenzial von Peter Kingston (Auszug aus Interview, siehe Link vorhergehendes Posting) mit der von Dr. Bill St. John (siehe unten). Lässt erahnen, welche Bedeutung die Namibia-Lizenzen für PCL bedeuten können.
What is your overall view of the potential for your acreage in Namibia?
This is one of the most exciting things I’ve seen. Jim Webb, who is our Exploration Manager and of similar vintage to myself, says he’s also never seen anything like it. It is modern technology so we have to be a little bit careful how we interpret it but such strong hydrocarbon indicators on something this size – it is glowing in the dark. We have never really seen anything like it and hopefully it will be real. This sort of scale and the sort of comfort that has been given by the interpretation of the data. As I say, it is very rare that you come across something like that. Even 1 billion barrels would be transformative for us and that is the bottom end of the resource potential. So you can sense why we are itching to get the well down. If it does work, it is going to be one of the biggest things to happen in our sector for many, many years...."
Dr. Bill St. John (ehemaliger Energulf-Berater, vormals Vanco-Geologen und Ex-Chevron) sagte über Block 1711 (Grenze zu Angola; Lizenzinhaber: Nakor/PetroSA/EnerGulf/Namcor/HRT):
"Block 1711 contains the most attractive undrilled structure that I have seen in over 40 years of exploring for oil and gas internationally"
What is your overall view of the potential for your acreage in Namibia?
This is one of the most exciting things I’ve seen. Jim Webb, who is our Exploration Manager and of similar vintage to myself, says he’s also never seen anything like it. It is modern technology so we have to be a little bit careful how we interpret it but such strong hydrocarbon indicators on something this size – it is glowing in the dark. We have never really seen anything like it and hopefully it will be real. This sort of scale and the sort of comfort that has been given by the interpretation of the data. As I say, it is very rare that you come across something like that. Even 1 billion barrels would be transformative for us and that is the bottom end of the resource potential. So you can sense why we are itching to get the well down. If it does work, it is going to be one of the biggest things to happen in our sector for many, many years...."
Dr. Bill St. John (ehemaliger Energulf-Berater, vormals Vanco-Geologen und Ex-Chevron) sagte über Block 1711 (Grenze zu Angola; Lizenzinhaber: Nakor/PetroSA/EnerGulf/Namcor/HRT):
"Block 1711 contains the most attractive undrilled structure that I have seen in over 40 years of exploring for oil and gas internationally"
Hier ein interessantes Interview mit Peter Kingston von Tower Resources. Schaut Euch ganz unten an, was er zum Potenzial in Namibia zu erzählen hat. Die Arcadia/Tower-Lizenzen liegen unweit der von Pancontinental Oil & Gas.
http://www.stockopedia.co.uk/content/peter-kingston-and-the-…
http://www.stockopedia.co.uk/content/peter-kingston-and-the-…
Hier eine aktuelle Übersicht über die Offshore-Lizenzen Namibia (Datei erstellt 31.03.11):
http://www.mme.gov.na/pdf/petroleumlicensemap.pdf
http://www.mme.gov.na/pdf/petroleumlicensemap.pdf
Antwort auf Beitrag Nr.: 41.597.728 von links-zwo-drei-vier am 03.06.11 09:41:15Vielen Dank. aber die Aufzählung ist nicht vollständig. Es gibt einige user, die sind gut und besser.
***Danksagung für die tolle Threadarbeit***
@the_virginian
@Staberhuk
@gimo211
***Danksagung für die tolle Threadarbeit***
@the_virginian
@Staberhuk
@gimo211
***Danksagung für die tolle Threadarbeit***
Trading Spotlight
Guten Morgen @ all!
Tullow to know Kenyan assets soon
By Geoff Percival
Friday, June 03, 2011
TULLOW Oil chief executive Aidan Heavey has said that the company should know the full potential of its early stage assets in Kenya - tipped to be its next big market - within 12 months.
Addressing the company's annual Irish shareholders' meeting in Dublin yesterday, Mr Heavey said Tullow's operations in Kenya and Ethiopia "should replicate" the success already seen in Uganda.
However, while the asset area is roughly ten times the size of Tullow's Ugandan assets, it is unclear whether they are of similar quality. Mr Heavey said that Kenya, along with South America, are potentially big future asset areas for Tullow.
Earlier this week Tullow took a 10% stake of a block off the Kenyan coast, through a farm-in agreement with Australian exploration firm PanContinental.
Following recent acquisitions in Holland and Ghana, Mr Heavey said the company will remain active, with a "continuous stream of small deals expected". However, none of those will relate to any of the new licences up for grabs off the coast of Ireland.
"We're not saying there's no upside to offshore Ireland, but we focus on a particular type of geology which isn't found in Irish waters. If we were to suddenly look at Ireland, we'd be getting into areas we don't know. We're happy with all of the assets currently in our portfolio and we'll continue to expand to areas where we know the geology," he said.
In response to a question from a shareholder, Mr Heavey said Tullow is not in any immediate danger of being bought out by one of the industry's heavyweights.
"That question has been asked for a number of years. The reality is that we're quite sizeable now and there are probably not a lot of companies around that could mount a takeover bid for us. We don't want to be taken over. We believe there's a need for a big independent exploration company out there, and I think the wider industry shares that view. Ultimately, companies tend to be taken over when they want to be and it's very difficult to take over companies that don't want to be."
Tullow also said it remains confident of a positive outcome to its London High Court case aimed at recovering tax payment reimbursements from Heritage Oil - arising from its change of ownership deal in Uganda - and being able to complete its farm out of those assets, as agreed, in the coming months.
Tullow will also begin the search for a new chairman before the end of the year, with Pat Plunkett stepping down. Tullow is also likely to follow up its stock listing in Ghana by listing in Uganda within the coming 12 months, with an ultimate aim of taking a listing in every territory in which it has a presence.
This appeared in the printed version of the Irish Examiner Friday, June 03, 2011
http://www.examiner.ie/business/tullow-to-know-kenyan-assets…
Tullow to know Kenyan assets soon
By Geoff Percival
Friday, June 03, 2011
TULLOW Oil chief executive Aidan Heavey has said that the company should know the full potential of its early stage assets in Kenya - tipped to be its next big market - within 12 months.
Addressing the company's annual Irish shareholders' meeting in Dublin yesterday, Mr Heavey said Tullow's operations in Kenya and Ethiopia "should replicate" the success already seen in Uganda.
However, while the asset area is roughly ten times the size of Tullow's Ugandan assets, it is unclear whether they are of similar quality. Mr Heavey said that Kenya, along with South America, are potentially big future asset areas for Tullow.
Earlier this week Tullow took a 10% stake of a block off the Kenyan coast, through a farm-in agreement with Australian exploration firm PanContinental.
Following recent acquisitions in Holland and Ghana, Mr Heavey said the company will remain active, with a "continuous stream of small deals expected". However, none of those will relate to any of the new licences up for grabs off the coast of Ireland.
"We're not saying there's no upside to offshore Ireland, but we focus on a particular type of geology which isn't found in Irish waters. If we were to suddenly look at Ireland, we'd be getting into areas we don't know. We're happy with all of the assets currently in our portfolio and we'll continue to expand to areas where we know the geology," he said.
In response to a question from a shareholder, Mr Heavey said Tullow is not in any immediate danger of being bought out by one of the industry's heavyweights.
"That question has been asked for a number of years. The reality is that we're quite sizeable now and there are probably not a lot of companies around that could mount a takeover bid for us. We don't want to be taken over. We believe there's a need for a big independent exploration company out there, and I think the wider industry shares that view. Ultimately, companies tend to be taken over when they want to be and it's very difficult to take over companies that don't want to be."
Tullow also said it remains confident of a positive outcome to its London High Court case aimed at recovering tax payment reimbursements from Heritage Oil - arising from its change of ownership deal in Uganda - and being able to complete its farm out of those assets, as agreed, in the coming months.
Tullow will also begin the search for a new chairman before the end of the year, with Pat Plunkett stepping down. Tullow is also likely to follow up its stock listing in Ghana by listing in Uganda within the coming 12 months, with an ultimate aim of taking a listing in every territory in which it has a presence.
This appeared in the printed version of the Irish Examiner Friday, June 03, 2011
http://www.examiner.ie/business/tullow-to-know-kenyan-assets…
Antwort auf Beitrag Nr.: 41.586.664 von the_virginian am 01.06.11 08:48:09Zunächst kommt dieser Beitrag von "dolor" zu einem positiven Ergebnis. Anfänglich lese ich aber ein wenig Kritik darüber, dass PCL sich nicht von den Shareholdern Geld besorgt hat.
Dazu kann man unterschiedlicher Ansicht sein. PCL hat z.Z. eine MK von gut 34 Mio EURO. Wenn man Anteile an anderen Explorern oder sogar Produzenten erwerben kann, ist es in Ordnung, wenn man vorhandene Rechte in Zahlung gibt. Ebenso könnte man freie Aktien anbieten, so dass der Explorer oder Produzent Miteigentümer an PCL wird. Aber weder Tullow noch Apache scheinen daran z.Z. kein Interesse zu haben. Das wird es erst, wenn die Bohrungen erfolgreich verlaufen. Dann kaufen sie aber den PCL Anteil, um spätere, größere Gewinne nicht teilen zu müssen.
Diese jeweilis individuellen Interessen und Voraussetzungen müssen berücksichtigt werden, so dass wir nicht ohne weiteres in der Lage sind, derartige Verträge als gut, nicht so gut oder als schlecht beurteilen zu können.
Ich denke, das Geschäft mit Tullow ist völlig in Ordnung und bringt Gewinne.
Dazu kann man unterschiedlicher Ansicht sein. PCL hat z.Z. eine MK von gut 34 Mio EURO. Wenn man Anteile an anderen Explorern oder sogar Produzenten erwerben kann, ist es in Ordnung, wenn man vorhandene Rechte in Zahlung gibt. Ebenso könnte man freie Aktien anbieten, so dass der Explorer oder Produzent Miteigentümer an PCL wird. Aber weder Tullow noch Apache scheinen daran z.Z. kein Interesse zu haben. Das wird es erst, wenn die Bohrungen erfolgreich verlaufen. Dann kaufen sie aber den PCL Anteil, um spätere, größere Gewinne nicht teilen zu müssen.
Diese jeweilis individuellen Interessen und Voraussetzungen müssen berücksichtigt werden, so dass wir nicht ohne weiteres in der Lage sind, derartige Verträge als gut, nicht so gut oder als schlecht beurteilen zu können.
Ich denke, das Geschäft mit Tullow ist völlig in Ordnung und bringt Gewinne.
Aus Hotcopper von user dolor:
One of the attributes of PCL management is that they seek to generate operating payments from partners rather than ask shareholders to stump up with more cash. We keep the same holdings but lose part ownership of potential assets. Not sure which is the best option and we won't find out until results of drilling. IMO a satisfactory outcome given the huge potential for appreciation in the event of a major strike. Even with 10% of this prospect the capital appreciation for PCL is likely to be in the 10X multiples. We will probably have to wait until Q1 2012 for action so patience required, albiet with a slow build up in SP and turnover as others realise the risk benefit. With Tullow the masters of African exploration and Apache the deep water drilling experts, we have a team which ranks as truely world class. In oil exploration we could hardly wish for better credentials.
One of the attributes of PCL management is that they seek to generate operating payments from partners rather than ask shareholders to stump up with more cash. We keep the same holdings but lose part ownership of potential assets. Not sure which is the best option and we won't find out until results of drilling. IMO a satisfactory outcome given the huge potential for appreciation in the event of a major strike. Even with 10% of this prospect the capital appreciation for PCL is likely to be in the 10X multiples. We will probably have to wait until Q1 2012 for action so patience required, albiet with a slow build up in SP and turnover as others realise the risk benefit. With Tullow the masters of African exploration and Apache the deep water drilling experts, we have a team which ranks as truely world class. In oil exploration we could hardly wish for better credentials.
Australien aktuell: 0.073 (+2.82% bei 762,522 Stück)
NEWS
Farmout Agreement mit Tullow in trockenen Tücher!
http://www.pancon.com.au/investor-centre/asx/2011/reports/01…
Auszug:
KENYA L8 - PANCONTINENTAL AND TULLOW SIGN FARMOUT
AGREEMENT
Tullow and Pancontinental have signed a farmout agreement for Tullow to
earn 10% in Kenyan offshore Block L8 from Pancontinental.
Pancontinental will retain 15%
Pancontinental has been paid $1 million and will be “free carried” by
Tullow through a major portion of the L8 work programme that includes
drilling the giant Mbawa Prospect
Tullow also has an option to earn a further 5% from Pancontinental by
funding any second well after Mbawa
Pancontinental farms-out 10% in Block L8 to Tullow
On 7 March 2011 Pancontinental Oil & Gas NL (“Pancontinental”) announced that it had
agreed to farmout part of its interest in Kenya offshore licence L8 to Tullow Kenya B.V.
(“Tullow”), a wholly owned subsidiary of Tullow Oil plc. The Farmout Agreement for the
transaction was signed by both parties on 31 May 2011.
Under the farmout Tullow will earn a 10% interest in the licence over offshore Kenya Block
L8 that contains the giant Mbawa Prospect by-
(i) Reimbursing Pancontinental US$ 1 million for past expenditure in respect of
Pancontinental’s interest and
(ii) Spending a further US$9 million to “carry” Pancontinental though the next part of
the L8 work programme including drilling the Mbawa Prospect. Tullow will also pay
for its own 10% share of expenditure.
Pancontinental will retain a 15% interest in L8, from which Tullow will have an option to
earn a further 5% by contributing US$6 million towards Pancontinental’s contribution to
any second well. Pancontinental’s interest would then be reduced to 10%.
Tullow’s interest will be earned from Afrex Ltd, a wholly owned subsidiary of
Pancontinental. The Tullow transaction follows another farmout by Origin to the US major
Apache Corporation announced on 16 February. Apache will take over as L8 operator
from Origin.
After the first stage of Tullow’s farmin the interests in L8 will be:
Apache Corporation 50%
Origin Energy Kenya Pty Ltd 25%
Pancontinental Oil & Gas NL 10%
Afrex Ltd * 5%
Tullow Kenya B.V. 10%
*Afrex is a wholly owned subsidiary of Pancontinental Oil & Gas NL
Farmout Agreement mit Tullow in trockenen Tücher!
http://www.pancon.com.au/investor-centre/asx/2011/reports/01…
Auszug:
KENYA L8 - PANCONTINENTAL AND TULLOW SIGN FARMOUT
AGREEMENT
Tullow and Pancontinental have signed a farmout agreement for Tullow to
earn 10% in Kenyan offshore Block L8 from Pancontinental.
Pancontinental will retain 15%
Pancontinental has been paid $1 million and will be “free carried” by
Tullow through a major portion of the L8 work programme that includes
drilling the giant Mbawa Prospect
Tullow also has an option to earn a further 5% from Pancontinental by
funding any second well after Mbawa
Pancontinental farms-out 10% in Block L8 to Tullow
On 7 March 2011 Pancontinental Oil & Gas NL (“Pancontinental”) announced that it had
agreed to farmout part of its interest in Kenya offshore licence L8 to Tullow Kenya B.V.
(“Tullow”), a wholly owned subsidiary of Tullow Oil plc. The Farmout Agreement for the
transaction was signed by both parties on 31 May 2011.
Under the farmout Tullow will earn a 10% interest in the licence over offshore Kenya Block
L8 that contains the giant Mbawa Prospect by-
(i) Reimbursing Pancontinental US$ 1 million for past expenditure in respect of
Pancontinental’s interest and
(ii) Spending a further US$9 million to “carry” Pancontinental though the next part of
the L8 work programme including drilling the Mbawa Prospect. Tullow will also pay
for its own 10% share of expenditure.
Pancontinental will retain a 15% interest in L8, from which Tullow will have an option to
earn a further 5% by contributing US$6 million towards Pancontinental’s contribution to
any second well. Pancontinental’s interest would then be reduced to 10%.
Tullow’s interest will be earned from Afrex Ltd, a wholly owned subsidiary of
Pancontinental. The Tullow transaction follows another farmout by Origin to the US major
Apache Corporation announced on 16 February. Apache will take over as L8 operator
from Origin.
After the first stage of Tullow’s farmin the interests in L8 will be:
Apache Corporation 50%
Origin Energy Kenya Pty Ltd 25%
Pancontinental Oil & Gas NL 10%
Afrex Ltd * 5%
Tullow Kenya B.V. 10%
*Afrex is a wholly owned subsidiary of Pancontinental Oil & Gas NL
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