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    PANCONTINENTAL OIL - Projekte in Australien, Kenya, Malta, Marocco und Namibia (Seite 382)

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      schrieb am 07.09.10 13:58:01
      Beitrag Nr. 30 ()
      Antwort auf Beitrag Nr.: 40.093.867 von gimo211 am 03.09.10 10:20:25Hi gimo211,

      sieht sehr gut aus und hört sich auch gut an, was Du da so aufschnapst und postest. Afrika scheint in den nächsten Jahrzehnten, meiner Meinung nach das Öldorado schlechthin zu werden. Alles sehr gute Projekte und erfolgversprechend. Man muß sich vorher gut plazieren um von Anfang an mit dabei zu sein. Bei Panconti bin ich, so glaube ich, gut aufgestellt, mit dem Aufstocken unter 0,03 AD wird es wohl nichts mehr. Hab mal Deine anderen Stocks unter die Lupe genommen, sind näturlich auch erfolgversprechend, aber ich habe noch nichts unternommen.

      Ich bin noch vor Namibias Küste seit einem Jahr mit Chariot Oil und Energulf Resources in Sachen Öl angagiert. Davon verspreche ich mir auch eine Menge.

      Bis dann erstmal !!!
      2 Antworten?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 03.09.10 10:20:25
      Beitrag Nr. 29 ()
      Hi resources (ich denke, Du bist der einzige, der hier mitliest... ;) ),

      heute gab es ein Inside Briefing Interview mit Simon Ashton, MD von Strike Energy, der Operator von EP 424 & EP 110, Carnarvon Basin, West Australia - die Lizenzen mit unserem Baniyas prospect.



      PCL hält (nachdem Carnarvon Petroleum wg. deren Fokus auf Thailand als JV-Partner bei Baniyas ausgestiegen ist) inzwischen 38,462% an diesen Lizenzen.

      Dort gibt es nun endlich Fortschritte und STX scheint nun tatsächlich unmittelbar vor einem Vertragsabschluss mit Chevron bezüglich des westlichen Teils des prospects zu stehen (man kann in der obigen Grafik ganz gut erkennen, dass unsere Lizenz EP 424 nur einen Teil des Baniyas prospect abdeckt).

      Seit Jahren gibt es Verhandlungen zu dem betreffenden Block 6309, in welchem der westlichen Teil des Prospects liegt und der zur Lizenz TL/4 gehört. Diese Lizenz gehört einem JV Chevron/ExxonMobil/Santos, die die benachbarten Ölfelder betreiben (u.a. Roller, Skate, Saladin - bisher gemeinsam eine Produktion von mehr als 150 Millionen bbls (!!)

      Hier, was Simon heute gesagt hat:




      "[...]
      3. Western Australia: Offshore Oil and Gas Exploration, Carnarvon Basin

      Strike holds 61 per cent of the highly prospective Baniyas prospect in the Carnarvon Basin, which has the potential to hold 45 million barrels of oil equivalent. The prospect lies in shallow water close to the Saladin and Roller oilfields.

      Strike considers Baniyas to be one of the best undrilled prospects in the shallow-water Carnarvon Basin and its location close to Thevenard Island and Onslow provide attractive low-cost development options.

      Baniyas is set to be drilled during 2011.[...]


      [...] Strike’s key holding is a 61% interest in EP 424 in the shallow water offshore Carnarvon Basin, Western Australia. The permit covers part of the undrilled Baniyas oil-gas prospect lying adjacent to Thevenard Island. The Company has reached agreement to extend its interest into the adjacent permit. This will give Strike control over the entire highly prospective Baniyas structure. This deal is in the final stages of settlement.

      The Baniyas Prospect potentially contains up to 45 million barrels of oil equivalent and is considered to be one of the best undrilled prospects in the shallow water Carnarvon Basin.

      Drilling is expected to start in 2011. A successful result has the potential to lift the Company’s market capitalisation substantially.
      [...]"




      Man darf hier also bald ein wichtiges Announcement erwarten - ich denke, das vermutlich gleichzeitig das farmout bekannt gegeben wird - Chevron bzw. das gesamte JV sind wohl die wahrscheinlichsten Partner für STX und PCL.

      Sollte Baniyas eine Discovery sein, dann könnte man extrem schnell zur Produktion und zu cashflow kommen, da man direkt auf die vorhandene Infrastruktur des Chevron-JV zurückgreifen kann (und dort auch noch Produktions-Kapazitäten verfügbar sind).

      Interessant auch, dass im Interview von 45mm BOE die Rede ist - meiner Erinnerung nach wurde bisher immer von einem P10 prospect von 37 mmbbls gesprochen - mag jedoch sein, dass man nun auch eine Annahme zu möglichen Gas-Volumen hat...

      ...so oder so, wenn wir nach farmout noch etwa 15-19% an diesem prospect halten und einen Treffer landen, ist der Spaß für PCLers groß...

      2011 wird d a s Jahr für PCL mit einem Kenya L8 und Baniyas drilling... ;)
      3 Antworten?Die Baumansicht ist in diesem Thread nicht möglich.
      Avatar
      schrieb am 26.08.10 15:01:41
      Beitrag Nr. 28 ()
      Hi Resources,

      ... mir ist es recht, wenn der Kurs derzeit weiter fällt - ich möchte November/Dezember mein Position richtig aufstocken (wenn Artemis läuft oder gelaufen ist) - jetzt halte ich meine "mindest-Position" - just in case, dass etwas Überraschendes kommt (bspw. Baniyas Drilling doch früher oder ein positives Stockes Bay Testing oder ein success im Cooper Basin...)

      Wieder ein Artikel zu East Africa - eine Cove Energy (das sind diejenigen, die gerade das farmin in die deep water Lizenzen von Anardako offshore Kenya bekannte gegeben haben; siehe ein paar Postings früher in diesem Thread) explorations well offshore Mozambique belegt erstmals Öl vor der Küste East Africas - auch das wird weitere Aufmerksamkeit auf unser Thema lenken...

      Aus Oilvoice.com

      http://www.oilvoice.com/n/Cove_Energy_Update_on_Ironclad_1_E…


      Cove Energy Update on Ironclad -1 Exploration Well, Offshore Mozambique
      Wednesday, August 18, 2010


      Cove Energy plc, the AIM quoted upstream oil and gas company focused on East Africa, announces the following update on the Ironclad - 1 well located in Area 1 Offshore Mozambique license block.

      Ironclad - 1, located approximately 110 kms south of the Windjammer gas discovery well, was drilled to evaluate the hydrocarbon potential of an aerially extensive Cretaceous deepwater fan complex in the southern part of the permit and in particular to determine the presence of oil in an area believed to have the geological parameters necessary for liquid hydrocarbon generation.

      Drilling operations have now ceased at a total depth of 5304m the well having penetrated 205m of targeted Cretaceous age sediments in two distinct fan lobes.

      Cove Energy reports that the well penetrated thirty-eight meters (38 m) net of oil and gas saturated sands in the upper fan lobe. The presence of oil has been confirmed by geochemical analysis of rotary side wall cores taken from the well bore. Significant gas shows were also present throughout the drilling of the Cretaceous section. Having established an oil and gas column, future geological analysis of the Ironclad fans will focus on delineating areas predicted to have good reservoir parameters in terms of porosity and permeability necessary to support commercial exploitation.

      The oil encountered in the Ironclad well is the first documented occurrence of liquid hydrocarbons in deepwater offshore East Africa.

      On finishing operations at Ironclad, the Belford Dolphin will move to the Barquentine well site, located east of Windjammer, where surface casing is already set to approximately 2,300m. Following Barquentine, which is expected to take approximately 6 weeks, it is planned to drill at least 2 further exploration wells.

      John Craven CEO Cove Energy commented:
      'We are very encouraged by the results of Ironclad. The pre drilling objectives of this exploration well, of finding hydrocarbons in the Cretaceous fan system and encountering oil have both been met. This is very promising not just for the Cretaceous fan systems, where over 80 sq/kms of closure have been mapped, but for additional nearby prospects already identified elsewhere in the Offshore Area 1 block. In addition the presence of oil and its associated petroleum system in Ironclad is significant for our extensive deepwater blocks in both Mozambique and Kenya.'
      Avatar
      schrieb am 24.08.10 16:20:29
      Beitrag Nr. 27 ()
      Antwort auf Beitrag Nr.: 40.033.512 von gimo211 am 24.08.10 08:56:30Hallo gimo211,

      sieht so aus als sollten wir ganz gut aufgestellt sein. Der Kurs gefällt mir im Moment zwar nicht so, aber die Zukunft wird spannend. Sollten wir die 0,03 A$-Marke nach unten durchbrechen, werde ich nochmal aufstocken. Es wird so sein wie immer, Dein Alleinunterhalterdasein wird ein Ende finden wenn wir vom jetzigen Kurs 200% nach oben gehen und die ersten auch in D kaufen und sich in den Allerwertesten beißen, das sie nicht schon früher eingestiegen sind. Gut Ding will eben Weile haben.

      Hab im Moment sehr viel zu tun, deswegen schaue ich seltener rein !!!!
      Avatar
      schrieb am 24.08.10 08:56:30
      Beitrag Nr. 26 ()
      ... ich mache 'mal die Alleinunterhalter-Nummer in diesem Thread weiter...

      Aus upstreamonline.com ein offizielles Commitment von Orgin für Kenya (sie haben dort derzeit nur die Lizenz mit PCL)

      Das nimmt dem Invest in PCL einiges an Risiko, da ORG somit weiterhin das Mbawa prospect bohren möchte. Das JV bleibt also bestehen und die Analyse der 3D seimics scheinen offensichtlich weiterhin die Investition von ORG in L8 zu unterstützen... good news für PCL'ers (in einer kleinen Zeile hinterlegt...)

      http://www.upstreamonline.com/live/article227178.ece


      Origin sees revenues rise as production slips

      Australia’s Origin Energy saw revenues jump 6%, for the financial year ending 30 June, to AU$8.5 billion (US$7.5 billion) thanks to an increase in its generation and retail divisions, while it saw a slight drop in its exploration and production revenues.

      Upstream staff 24 August 2010 02:38 GMT

      Generation earnings before interest, taxes, depreciation and amortisation (EBITDA) rose 70% to AU$182 million for the recent fiscal year while retail EBITDA jumped 19% to $568 million.

      However EBITDA from Origin’s exploration and production activities fell 5% to AU$250 million, compared to the AU$264 million it booked in the previous fiscal year.

      The company said the recently commissioned Taranaki basin Kupe gas project, in New Zealand and its increased equity interest in the Otway gas project in South Australia added to production during the year.

      However the increase was offset by Origin’s sell-down of its interests in the Australia Pacific liquefied natural gas project, production constraints in the Bass and Cooper basins, production decline in the Perth basin and the cost of expanding its offshore and international exploration programs.

      The company also saw a crash in its net profits for the year, tumbling from AU$6.9 billion in 2009 to just AU$612 million for the recent fiscal year due to the 2009 figure being buoyed by the sell-down of its interest in Australia Pacific LNG for AU$6.7 billion.

      Looking forward, Origin managing director Grant King said the company expected its underlying EBTIDA would increase about 35% in 2011 compared to the recent financial year.

      “As a consequence, underlying profit for the 2011 financial year is expected to be around 15% higher than the prior year,” he added.

      Over the next year Origin said it planned to spend about $170 million on oil and gas exploration activities, targeting prospects in Australia, New Zealand, South-East Asia and Kenya.

      Published: 24 August 2010 02:38 GMT | Last updated: 24 August 2010 02:45 GMT
      1 Antwort?Die Baumansicht ist in diesem Thread nicht möglich.

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      schrieb am 20.08.10 13:13:02
      Beitrag Nr. 25 ()
      Ein weiterer Artikel, der die zukünftige Bedeutung von East Africa hervorhebt - das Drilling des Mbawa prospect im nächsten Jahr wird internationale Beachtung finden - da bin ich doch sehr sicher... cool, wenn mann dann schon genügend günstige PCLs im Depot hat... ;)

      http://www.riskwatchdog.com/2010/08/19/africas-new-oil-front…


      Africa's New Oil Frontiers
      Thu Aug 19, 2010

      For decades, oil and gas investors in Africa have focused on exploiting the riches of the continent's established producers Nigeria, Angola, Libya and Algeria. In recent years, however, spurred on by large discoveries offshore Ghana and in the Lake Albert region in Uganda, the industry has been looking beyond the traditional oil markets to a new crop of frontier oil plays.

      Wild West

      Ghana has led the way in West Africa, after Anglo-Irish explorer Tullow Oil sparked industry interest with a major oil discovery at the deepwater Jubilee oil field in the Gulf of Guinea in 2007. That discovery has drawn significant investment into Ghana already and looks set to transform the country's economy once production begins in 2010 and significant exports begin in 2011. If the Jubilee and nearby Tweneboa discovery are both brought online BMI sees production reaching 450,000 barrels per day by 2014.

      US explorer Anadarko further heightened interest in West Africa's oil potential with a significant find at its offshore Venus field in Sierra Leone in September 2009. Since then industry players have set out aggressive exploration programmes off the coasts of Liberia, Cote d'Ivoire and Equatorial Guinea. A planned round to award exploration licences around the small island nation of Sao Tome and Principe has also attracted significant interest.

      Eastern Promise

      Tullow again led the way in East Africa with its major 2007 discovery in Lake Albert on Uganda's western border. The 2bn barrel field has been slower to develop than Ghana's Jubilee discovery, with production not expected to begin until the end of 2011. Development of Uganda's oil industry is expected to require US$8-10bn in investment for the construction of production facilities, a refinery and pipelines to send oil to the Kenyan coast, where it can be exported.

      Significant interest has spread from Uganda across East Africa, making it one of the industry's most attractive regions. Much of that interest has focused on East Africa's significant offshore gas resources, with important discoveries in Mozambique and Tanzania. Kenya is still holding out hope for a major discovery in spite of a recent failure from China's state-run oil company CNOOC to strike hydrocarbons with its latest well. The truly intrepid have even begun to look to Somalia.

      While the resource potential of these frontier markets has attracted great interest from oil and gas explorers, political risks have contributed to a challenging business environment. In Ghana, for example, US explorer Kosmos Energy attempted to sell its minority 30.9% stake in the Jubilee discovery to industry major ExxonMobil. That deal, however, ran into stiff political opposition and in early July 2010 Accra notified Kosmos that it would not approve the sale. The government instead encouraged Kosmos to sell its stake to the state-run oil company Ghana National Petroleum Corporation (GNPC). With Ghana looking to the China Development Bank for funds to develop its oil industry, it has been widely expected that GNPC would eventually sell the stake onto one of China's state-run oil companies, with CNOOC appearing to be the most likely candidate.

      In spite of such political risks, we see the potential rewards in these new frontier markets continuing to attract significant investor interest as explorers seek out opportunities in some of the world's last largely unexplored frontiers.
      Avatar
      schrieb am 18.08.10 10:55:41
      Beitrag Nr. 24 ()
      Ein weiterer sehr lesenswerter Artikel über das steigende Interesse an East-Africa als zukünftige Öl-Provinz

      (in diesem Lichte scheinen auch die aktuell offenbar fortgeschrittenen Aktvitäten von PCL bezüglich der schon seit etwa 2 Jahren anstehenden Zeichnung eines Petroleum Agreements und einer Exploration Lizenz in Namibia für Teile der RL1/2007, Offshore Walvis Basin, PCL 85% - beachtenswert...)

      Hier der Artikel:

      http://www.moneyweb.com/mw/view/mw/en/page311662?oid=312089&…


      Felicity Duncan|15 August 2010 22:42
      There's oil in them thar hills

      Is East Africa going to be the next place to hit black gold?

      It's no secret that the world is increasingly desperate for oil (see here), and oil exploration companies, driven by rising demand, increasing energy nationalism, and falling reserves, have begun to look for deposits in regions that have historically been overlooked.

      One such region is East Africa. Traditionally, West and North Africa have been the oil darlings of the continent; they are the most thoroughly explored regions, and most of the continent's proven oil reserves are found there. More recently, however, East Africa has become a hot destination for those in search of black gold. Many oil men believe that East Africa is the last great frontier for the oil business, and that the region may have vast undiscovered oil deposits.

      Until a few years ago, East Africa had long been ignored by oil explorers; while both West and North Africa have around 20,000 wells, there are only around 500 in East Africa. That's starting to change now, as oil companies are sinking hundreds of millions of dollars into prospecting up and down the east coast of Africa, and their efforts are starting to bear fruit.

      In Uganda near the DRC border, for example, London-based Tullow Oil and Heritage Oil have discovered fields containing several billion barrels of oil, and massive natural gas fields have been discovered off the coast of Mozambique by Texan driller Andarko. On Madagascar, Madagascar Oil is gearing up to start developing two smaller fields, and explorers in Tanzania have discovered massive natural gas reserves.

      In general, it's believed that countries all along the east coast of Africa could have huge offshore oil and natural gas deposits that could be commercially developed, and exploration is growing intense. Even Kenya, which has not yet produced any proven reserves, has been getting a lot of exploration attention. Recently, Cove Energy, a small AIM-listed company with various oil interests in East Africa, announced that it had concluded a farm-in deal that will see it spending $15.5m for a 15% stake in a series of Kenyan oil exploration blocks that are currently owned by Anadarko and Dynamic Energy Exploration and Production Corporation (DEPCO).

      (By way of explanation, a farm-in deal is a deal in which a company that doesn't hold a license to explore a particular area can acquire an interest from a company that does have a license. Usually, the acquiring company pays a fee and agrees to do a certain amount of work in exchange for participating in any finds.)

      Around the same time, a small Toronto-listed company, Centric Energy, announced a similar farm-in deal with Tullow for another Kenyan exploration block. Kenya is also being explored by the China National Offshore Oil Corporation and the Toronto-listed Africa Oil Corporation and other players interested in Kenya include Black Marlin Energy, the Malaysian national oil company Petronas, and major players like Shell and Total. The story is the same in Uganda, Somalia, Mozambique, Ethiopia and Madagascar; oil explorers are moving into East Africa in force, and starting to produce results.

      Naturally, there are challenges. Many of the countries being targeted for exploration, for example Somalia and Ethiopia, have serious political problems and are, or have been, active conflict zones. This instability makes it harder for companies to set up shop and increases their costs. There are also the usual infrastructure challenges. In landlocked Uganda, for example, the Tullow/Heritage discovery will probably mean that a pipeline will have to built linking the fields to the Kenyan coast.

      Nevertheless, oil companies have been doing business in rough and tumble places since the first geyser sprouted, and East Africa is going to see plenty of action over the next few years, and this may offer opportunities to investors.

      Although oil is a notoriously risky business, especially during the exploration phase, the newness of the East Africa oil boom means that it may be possible for investors to get in on the ground floor in some cases. Most of the companies active in the region are listed on either the London Stock Exchange's AIM board or on the Toronto Stock Exchange, both of which are accessible to global investors.

      For an investor looking to get some exposure to an industry with the potential for rapid growth, the East Africa oil boom offers some intriguing possibilities. But remember, safety first.
      Avatar
      schrieb am 11.08.10 09:08:34
      Beitrag Nr. 23 ()
      ... und ein weiteres grosses farmin in Kenya... (wenn das in dieser Dynamik weiter geht, wird Kenya noch der (O+G Hotspot ;) )

      sehr interessant Imho - Tullow übernimmt 50% des onshore Blocks 10BA (Nord-West Kenya, die Lizenz umfasst den Lake Turkana; siehe Grafik, die ich letzte Woche hier gepostet habe).

      Tullow wäre natürlich auch ein grossartiger farmine für die PCL-Lizenzen - sowohl für L6 als auch für L8. Mit diesen farmin - Aktivitäten der letzten Wochen beweist sich meines Erachtens auch die Bedeutung der beiden PCL Lizenzen - wir werden kaum ein Problem haben, ein erfolgreiches farmout für diese shallow water offshore Lizenzen zu bewerkstelligen - PCL hat hier wirklich äußerst attraktive Assets...



      Hier die Meldung bei OilVoice.com:



      Tullow Oil Announces Farm-in to Kenya Block 10BA
      Thursday, August 05, 2010

      Centric Energy Corp. has entered into a binding letter agreement whereby Tullow Oil PLC has agreed to farm-in to a 50 percent participating interest in Centric Energy's 100 percent owned Production Sharing Contract covering Block 10BA in north-western Kenya (the 'PSC'). The closing of the farm-in is conditional upon completion of due diligence, the negotiation and settlement of definitive farm-in and joint operating agreements and the approval of the Kenyan Government and the TSX Venture Exchange.

      Pursuant to the Letter Agreement, Tullow will earn a 50 percent participating interest in the PSC and will assume operatorship in return for:

      • Reimbursing 50 percent of Centric Energy's acquisition costs for the PSC which total approximately $750,000.

      • Paying 80 percent of the first US$30 million of expenditures under the PSC.

      • Assuming 80 percent of the bank guarantees and parent company guarantees during the period in which it is paying 80 percent of the expenditures under the PSC.

      'Centric Energy is very pleased to have the opportunity to work with Tullow Oil on the exploration of Block 10BA,' said Alec Robinson, President & CEO of Centric Energy. 'Tullow's success and expertise in a similar geological setting in Uganda will ensure that Block 10BA is explored using the most modern exploration technology and in accordance with recognized international environmental standards and principles. Centric Energy intends to participate fully with Tullow in the exploration program.'

      Block 10BA is strategically located within the East African Rift System which is enjoying increasing exploration interest and significant recent success, most notably in the Albertine rift in Uganda, 660 km to the west, which is considered to be the closest geological analog to the Tertiary basins underlying Block 10BA (source: Gustavson Associates, 'Resource Evaluation Report, Centric Energy Corporation, Kenya Block 10BA'). Major volumes of hydrocarbons have been discovered by Tullow Oil in the Albertine rift, currently estimated to be approximately 950 million barrels recoverable as stated in the press release issued by Tullow on July 28, 2010 (http://www.tullowoil.com/index.asp?pageid=137&newsid=672).

      An independent assessment of the prospective resources of Block 10BA has been completed by Gustavson & Associates under a Resources Evaluation Report prepared in accordance with National Instrument 51-101 - Standards for Disclosure for Oil and,Gas Activities.

      This report calculates prospective resources (defined below) for 25 prospects in the Block. The total of the prospective resources ranges from a low case (P90) of 955 millio

      n BOEs* up to a high case (P10) of 4,379 million BOEs*, with a best estimate (P50) of 2,188 million BOEs. The January 1, 2010, report entitled 'Resource Evaluation Report, Centric Energy Corporation, Kenya Block 10BA' is filed on SEDAR under the Company's profile. Prospective resources are defined as 'those quantities of oil and gas estimated on a given date to be potentially recoverable from undiscovered accumulations. They are technically viable and economic to recover.' Note that the estimated prospective resources could be oil or gas and that the estimate does not include consideration for the risk of failure in exploring for these resources. There is no certainty that any portion of the resources will be discovered. If discovered, there is no certainty that it will be commercially viable to produce any portion of the resources.

      Block 10BA is relatively under-explored, with the most recent seismic data acquired in 1991. It covers 16,205 square kilometers (over 4,000,000 acres) in a part of the Rift System that includes portions of several Tertiary-age rift sub-basins, including the Kerio and Turkana basins and the northern part of the Lodwar basin. The Loperot-1 well was drilled by Shell Exploration (Kenya) in 1992 in the southern part of the Lodwar basin, 75 km to the south of Block 10BA, and encountered oil shows and mature source rocks, demonstrating the presence of a petroleum system (source: Kenya National Oil Corporation).

      Further exploration opportunities and upside potential are provided by the Cretaceous-age Anza Graben, which underlies the northern part of Block 10BA. Ongoing studies of old, existing seismic data by Centric Energy show the presence of a very thick sedimentary section in this area, presumed to be of Tertiary and Cretaceous age. The acquisition of new seismic data will considerably improve the understanding of the hydrocarbon potential of this area, in addition to the remainder of the Block.
      Avatar
      schrieb am 09.08.10 23:14:59
      Beitrag Nr. 22 ()
      Antwort auf Beitrag Nr.: 39.952.586 von Resources am 09.08.10 16:19:52Hi Resources - ich habe bei diesen Species wohl eine ähnliche Strategie...

      Es gibt noch in diesem Jahr zwei weiter Mega-Hype Bohrungen in Australien, die man noch früh kaufen und in den Hype hinein verkaufen kann - vielleicht interessiert Dich das ja...

      Zum einen das Artemis Drilling im November - recoverable Potential: 12 TCF (!!) - Mit der wunderbaren Songa Venus wird gebohrt - Petrobras ist farmine mit 50% interst und bezahlt die well - free carried sind Moby Oil (MOG) 10% interest, Cue Energy (CUE) 15% interest und MEO 25% interest (btw. mit einem deutschen CEO, Jürgen Hendrich). MEO ist für diese erste well noch Operator. Aus meiner Sicht findet der Run mit MEO und MOG (hätte den größten "Hebel" im Erfolgsfall) statt. Ich halte MOG- wahrscheinlich eine größere Position sogar bis zu den Ergebnissen, den diese Bohrung hat eine geologische COS von 32% (zumindest werde ich das Drilling präzise beobachten, um im Verlauf zu entscheiden, ob halten oder werfen...)

      Das zweite "buy early, sell before results" play ist das offshore Sydney Drilling in PEP 11. Bounty Oil (BUY) wird der Wert sein, mit dem in Aussi "gespielt" wird. Potential 5-7 TCF für das Drilling (but most likely a duster). Das Drilling kommt eventuell noch vor November.


      ... Sorry for off topic...
      Avatar
      schrieb am 09.08.10 16:19:52
      Beitrag Nr. 21 ()
      Antwort auf Beitrag Nr.: 39.928.422 von gimo211 am 04.08.10 17:01:43Hallo gimo211,

      mein Augenmerk liegt in erster Linie auf der Kenya L8 Bohrung. Wie Du schon geschrieben hast ist das der Zock, könnte vielleicht sogar der Zock des Jahres werden und keiner bekommt es in Deutschland mit. Wie bei allen Explorern ist die Kunst vorher drin zu sein und bei der Verschiebung der Seismik im Frühjahr, habe ich sogar nochmal ein paar Shares eingesammelt. Ich denke und hoffe das wir nicht tiefer als 0,03 A$ fallen. Für den Fall das gebohrt wird, halte ich mich mit Kursprognosen zurück und halte weiterhin meine Anteile. Es eilt nicht!!! Wir werden sehen!!!
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