Africa Oil Corp. - World-Class East Africa Oil Exploration (Seite 227)
eröffnet am 23.06.11 21:04:25 von
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ISIN: CA00829Q1019 · WKN: A0MZJC · Symbol: AFZ
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... Da ist doch heute einiges an "Musik drinn"...
Sieht so aus, als würden wir bald neue all time highs sehen...
Hier der real time chart
Sieht so aus, als würden wir bald neue all time highs sehen...
Hier der real time chart
N1ce!
I am ‘massive’ excited, haben wir erst mal die Kommerzialität der Felder bestätigt können wir uns vor Übernahmeangeboten kaum mehr retten
I am ‘massive’ excited, haben wir erst mal die Kommerzialität der Felder bestätigt können wir uns vor Übernahmeangeboten kaum mehr retten
Ein möglicher t/o-bid für Tullow wird einmal wieder intensiver spekuliert...
http://www.thisismoney.co.uk/money/markets/article-2237112/M…
Das wäre für unsere AOI sicher ein booster... Wenn, dann bietet ein Super Major (Shell, CNOOC etc.) und das würde jede Menge Spekulation auch um unsere AOI nach sich ziehen und wer weiß wieviel Tullow Shareholder dann auf die Karte AOI setzten würden...
Zudem erwartet man bald das Announcement zu einer besonderen Discovery seitens Tullow in Afrika... Das wird doch nicht etwa unsere hübsche Twiga South well sein...
Nächste Woche wissen wir wahrscheinlich mehr...
http://www.thisismoney.co.uk/money/markets/article-2237112/M…
Das wäre für unsere AOI sicher ein booster... Wenn, dann bietet ein Super Major (Shell, CNOOC etc.) und das würde jede Menge Spekulation auch um unsere AOI nach sich ziehen und wer weiß wieviel Tullow Shareholder dann auf die Karte AOI setzten würden...
Zudem erwartet man bald das Announcement zu einer besonderen Discovery seitens Tullow in Afrika... Das wird doch nicht etwa unsere hübsche Twiga South well sein...
Nächste Woche wissen wir wahrscheinlich mehr...
Gimo, mein Bauchgefühl sagt mir, dass Du mit Deiner Vermutung richtig liegst. 
Von Dundee Securities (gepostet bei Stockhouse.ca)
Key Takeaway:
· 3Q financials are largely a non-event for Africa Oil; however, despite the lack of detailed Twiga South well results, forward plans outlined within the 3Q results bode well for Twiga South, in our view.
· Specifically, Africa Oil has confirmed plans to test Twiga South following the ongoing sampling and well analysis - clearly a positive indication of potential net pay and reservoir quality encountered thus far. Moreover, some 300 km of 3D seismic and 90 km of infill 2D is now planned for the Twiga structure, again hinting to success.
· Elsewhere, three news items are expected around year-end: Ngamia test results, Paipai-1 well results (ahead of schedule), and Sabisa-1 spud.
· We remain Buy rated with a C$14.25/share target ahead of the Twiga South well results.
Material Catalysts To Follow Twiga South Well Results
In addition to the plans at Twiga South, Africa Oil provided an update for its other operations, material highlights include:
· The planned testing of "a number of prospective zones in the Upper and Lower Lokhone Sandstones" at the Ngamia discovery. Results are likely in early 2013, in our view.
· 300 km of 3D seismic, followed by an appraisal well at Ngamia.
· The Paipai-1 exploration well is ahead of schedule and completion is planned for approximately year-end. Following completion, the rig will move to Block 10BB, potentially to drill the significant Kamba and/or Loperot prospects (>200 mmbbls gross prospective resources each).
· Planning has commenced to mobilize a rig to Block 9 for mid-2013 drilling, potentially to target the 320 mmbbls (gross prospective resources) Kinyonga prospect.
· The Sabisa-1 exploration well in Ethiopia is still planned to spud around year-end and a number of drill-ready, follow-on prospects have already been identified.
Our 'base case' risked NAV for Africa Oil now stands at C$14.35/share.
Our price target, based on 1x our 'base case' risked NAV, thus stands at C$14.25/share. See Exhibit 1 for the detailed NAV breakdown.
In total, on a net risked basis, our 'base case' provides for 420 mmbbls of recoverable oil, implying a 4.5% chance of success across the company's total working interest unrisked resource base (excluding Somalia).
Our 'high', but not unrisked case, stands at C$33.73/share offering over 3x upside from current levels. In total, on a net risked basis our 'high case' provides for 1.1 bnbbls of recoverable oil, implying a 12% chance of success across the company's total working interest unrisked resource base (excluding Somalia).
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
Key Takeaway:
· 3Q financials are largely a non-event for Africa Oil; however, despite the lack of detailed Twiga South well results, forward plans outlined within the 3Q results bode well for Twiga South, in our view.
· Specifically, Africa Oil has confirmed plans to test Twiga South following the ongoing sampling and well analysis - clearly a positive indication of potential net pay and reservoir quality encountered thus far. Moreover, some 300 km of 3D seismic and 90 km of infill 2D is now planned for the Twiga structure, again hinting to success.
· Elsewhere, three news items are expected around year-end: Ngamia test results, Paipai-1 well results (ahead of schedule), and Sabisa-1 spud.
· We remain Buy rated with a C$14.25/share target ahead of the Twiga South well results.
Material Catalysts To Follow Twiga South Well Results
In addition to the plans at Twiga South, Africa Oil provided an update for its other operations, material highlights include:
· The planned testing of "a number of prospective zones in the Upper and Lower Lokhone Sandstones" at the Ngamia discovery. Results are likely in early 2013, in our view.
· 300 km of 3D seismic, followed by an appraisal well at Ngamia.
· The Paipai-1 exploration well is ahead of schedule and completion is planned for approximately year-end. Following completion, the rig will move to Block 10BB, potentially to drill the significant Kamba and/or Loperot prospects (>200 mmbbls gross prospective resources each).
· Planning has commenced to mobilize a rig to Block 9 for mid-2013 drilling, potentially to target the 320 mmbbls (gross prospective resources) Kinyonga prospect.
· The Sabisa-1 exploration well in Ethiopia is still planned to spud around year-end and a number of drill-ready, follow-on prospects have already been identified.
Our 'base case' risked NAV for Africa Oil now stands at C$14.35/share.
Our price target, based on 1x our 'base case' risked NAV, thus stands at C$14.25/share. See Exhibit 1 for the detailed NAV breakdown.
In total, on a net risked basis, our 'base case' provides for 420 mmbbls of recoverable oil, implying a 4.5% chance of success across the company's total working interest unrisked resource base (excluding Somalia).
Our 'high', but not unrisked case, stands at C$33.73/share offering over 3x upside from current levels. In total, on a net risked basis our 'high case' provides for 1.1 bnbbls of recoverable oil, implying a 12% chance of success across the company's total working interest unrisked resource base (excluding Somalia).
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
Trading Spotlight
Zitat von motz1: Es scheint eine Planänderung hinsichtlich der Bohrreihenfolge durch Tullow zu geben, wurde auf stockhouse aufgestöbert. In der aktuellen AOI-Präse wird Kongoni mit Q1 angegeben. Auf der Tullow-Homepage heißt es: Kongoni = H1, Twiga-North=Q1
http://www.tullowoil.com/index.asp?pageid=477#southeast_ea
Was man aus der Präsentation sehen kann, ist dass Twiga-North näher an Twiga ist als Kongoni. Vielleicht hängt es mit der Tullow-Taktik "Ziele mit höchster Erfolgswahrscheinlichkeit zuerst" und ihrer Eigenschaft als E&P-Company zusammen. Dann liese das ggf. Rückschlüsse auf Twiga-South zu...
...
Hi motz1,
Wenn Twiga South ein Erfolg ist (und daran gibt es eigentlich keinerlei Zweifel; Tullow listet die well ja bereits als "signifikante" Discovery auf deren website), dann ist Kongoni (welches ja zwischen Ngamia und Twiga liegt) ganz sicher das Drilling mit dem geringsten Risiko!
Also eine Strategie: "die aussichtsreichste well zuerst" würde nicht zu einem Drilling von Twiga North führen. Da muss es einen anderer Beweggrund geben.
... ich denke, die Testen, ob Twiga South und Twiga North eine zusammenhängende Struktur ist. Ich will gar nicht erst spekulieren, was das für eine Konsequenz hätte... (sonst könnte man mir einmal wieder zu "euphorische" Interpretationen vorwerfen...
)
Sorry, falls OT
Nach folgender News könnte Hyperdynamics zu einem interessanten Play in Guinea werden (offshore). Tullow hat sich gerade 40% einverleibt - bei deren Trefferquote...
UPDATE 1-Hyperdynamics to sell 40 pct stake in Guinea asset to Tullow Oil
http://www.reuters.com/article/2012/11/20/hyperdynamics-dive…
MfG.
STT
Nach folgender News könnte Hyperdynamics zu einem interessanten Play in Guinea werden (offshore). Tullow hat sich gerade 40% einverleibt - bei deren Trefferquote...
UPDATE 1-Hyperdynamics to sell 40 pct stake in Guinea asset to Tullow Oil
http://www.reuters.com/article/2012/11/20/hyperdynamics-dive…
MfG.
STT
Auszug NR zum Q3-Ergebnis:
November 20, 2012 19:47 ET
Africa Oil Third Quarter of 2012 Financial and Operating Results
VANCOUVER, BRITISH COLUMBIA--(Marketwire - Nov. 20, 2012) - Africa Oil Corp. (TSX VENTURE:AOI)(OMX:AOI) ("Africa Oil", "the Company" or "AOC") is pleased to announce its financial and operating results for the three and nine months ended September 30, 2012.
•Following the significant light oil discovery at Ngamia-1 exploration well in Block 10BB, the Company and its partner Tullow Oil plc ("Tullow") moved the rig 23 kilometers to drill the Twiga South-1 exploration well in Block 13T (Kenya) which is on trend with Ngamia-1. Twiga South-1 has successfully encountered oil, drilling is ongoing and an announcement of the well results is expected in late November after target depth has been achieved and necessary sampling and analysis has been completed.
•The Company and its partners have selected Sabisa-1 as the first drilling location in the South Omo Block (Ethiopia). The Sabisa-1 well site has been prepared and the rig and associated equipment is in the process of being mobilized within country to the well site. Sabisa-1 is expected to spud around the end of 2012. Additionally, work has commenced on the acquisition of an additional 500 kilometers of 2D seismic in the eastern portion of the South Omo Block (Chew B'hir Sub-Basin).
•The Company and its operating partners on Block 10A (Kenya) spud the Paipai-1 exploration well in the quarter. The Paipai-1 well is planned to a total depth of 4,150 meters, and will test a large four-way closed structure with Cretaceous-age sandstone targets at multiple depths. Paipai-1 spudded in September 2012 and is scheduled to be completed in early 2013.
•In Puntland (Somalia), the Company, through its 44.6% ownership interest in Horn Petroleum Corporation ("Horn"), completed Shabeel North-1, the second well of a two well exploration program. Both well sites have been restored to original condition and demobilization from Puntland has been completed. While the Company was disappointed that the first two exploration wells in Puntland did not flow oil, the Company remains highly encouraged that all of the critical elements exist for oil accumulations and based on this encouragement, the Company and its partners have entered into the next exploration period in both the Dharoor Valley and Nugaal Valley PSC's which carry a commitment to drill one exploration well in each block by October 2015.
•The Company completed a farmout transaction with Tullow on Block 12A (Kenya) in the quarter whereby Tullow paid the Company $1.1 million in consideration of past exploration expenditures to acquire an additional 15% interest in Block 12A in Kenya. Tullow will also fund 15% of the Company's working interest share of expenditures related to the acquisition of 520 kilometers of 2D seismic until an expenditure cap of $10.3 million on a gross basis.
•The Company completed a farmout transaction with Marathon Oil Corporation ("Marathon") subsequent to the end of the quarter whereby Marathon acquired a 50% interest in Block 9 (Kenya) and a 15% interest in Block 12A (Kenya). In accordance with the farmout agreement, Marathon paid the Company $32.0 million in consideration of past exploration expenditures, and has agreed to fund the Company's working interest share of future joint venture expenditures on these blocks to a maximum of $25.0 million. The Company has retained a 20% working interest in Block 12A and a 50% working interest in Block 9.
•The Company completed a farmout transaction with New Age (Africa Global Energy) Limited ("New Age") subsequent to the end of the quarter whereby New Age acquired an additional 25% interest in the Company's Blocks 7 & 8 (Ethiopia), together with operatorship of Blocks 7 & 8 and the Adigala Area (Ethiopia). In accordance with the farmout agreement, New Age paid the Company $1.5 million in consideration of past exploration expenditures. The Company has retained a 30% working interest in Blocks 7/8.
•The Company continues to actively acquire process and interpret 2D seismic over Blocks 10BA, 10BB, 12A, 13T and South Omo with three seismic crews currently active.
•Africa Oil ended the quarter with cash of $55.4 million and working capital of $32.0 million as compared to cash of $109.6 million and working capital of $90.2 million at December 31, 2011. Proceeds of $33.5 million received in relation to the Marathon and New Age farmouts subsequent to the end of the quarter have positively impacted the Company's near term liquidity and capital position.
Keith Hill, President and CEO, commented, "Africa Oil is very encouraged with the results of our first two exploration wells in the Lockichar basin. The arrival of an additional two drilling rigs will allow us to evaluate whether the Tertiary trend extends into southern Ethiopia and to test the Cretaceous rift in north-central Kenya."
http://www.marketwire.com/press-release/africa-oil-third-qua…
November 20, 2012 19:47 ET
Africa Oil Third Quarter of 2012 Financial and Operating Results
VANCOUVER, BRITISH COLUMBIA--(Marketwire - Nov. 20, 2012) - Africa Oil Corp. (TSX VENTURE:AOI)(OMX:AOI) ("Africa Oil", "the Company" or "AOC") is pleased to announce its financial and operating results for the three and nine months ended September 30, 2012.
•Following the significant light oil discovery at Ngamia-1 exploration well in Block 10BB, the Company and its partner Tullow Oil plc ("Tullow") moved the rig 23 kilometers to drill the Twiga South-1 exploration well in Block 13T (Kenya) which is on trend with Ngamia-1. Twiga South-1 has successfully encountered oil, drilling is ongoing and an announcement of the well results is expected in late November after target depth has been achieved and necessary sampling and analysis has been completed.
•The Company and its partners have selected Sabisa-1 as the first drilling location in the South Omo Block (Ethiopia). The Sabisa-1 well site has been prepared and the rig and associated equipment is in the process of being mobilized within country to the well site. Sabisa-1 is expected to spud around the end of 2012. Additionally, work has commenced on the acquisition of an additional 500 kilometers of 2D seismic in the eastern portion of the South Omo Block (Chew B'hir Sub-Basin).
•The Company and its operating partners on Block 10A (Kenya) spud the Paipai-1 exploration well in the quarter. The Paipai-1 well is planned to a total depth of 4,150 meters, and will test a large four-way closed structure with Cretaceous-age sandstone targets at multiple depths. Paipai-1 spudded in September 2012 and is scheduled to be completed in early 2013.
•In Puntland (Somalia), the Company, through its 44.6% ownership interest in Horn Petroleum Corporation ("Horn"), completed Shabeel North-1, the second well of a two well exploration program. Both well sites have been restored to original condition and demobilization from Puntland has been completed. While the Company was disappointed that the first two exploration wells in Puntland did not flow oil, the Company remains highly encouraged that all of the critical elements exist for oil accumulations and based on this encouragement, the Company and its partners have entered into the next exploration period in both the Dharoor Valley and Nugaal Valley PSC's which carry a commitment to drill one exploration well in each block by October 2015.
•The Company completed a farmout transaction with Tullow on Block 12A (Kenya) in the quarter whereby Tullow paid the Company $1.1 million in consideration of past exploration expenditures to acquire an additional 15% interest in Block 12A in Kenya. Tullow will also fund 15% of the Company's working interest share of expenditures related to the acquisition of 520 kilometers of 2D seismic until an expenditure cap of $10.3 million on a gross basis.
•The Company completed a farmout transaction with Marathon Oil Corporation ("Marathon") subsequent to the end of the quarter whereby Marathon acquired a 50% interest in Block 9 (Kenya) and a 15% interest in Block 12A (Kenya). In accordance with the farmout agreement, Marathon paid the Company $32.0 million in consideration of past exploration expenditures, and has agreed to fund the Company's working interest share of future joint venture expenditures on these blocks to a maximum of $25.0 million. The Company has retained a 20% working interest in Block 12A and a 50% working interest in Block 9.
•The Company completed a farmout transaction with New Age (Africa Global Energy) Limited ("New Age") subsequent to the end of the quarter whereby New Age acquired an additional 25% interest in the Company's Blocks 7 & 8 (Ethiopia), together with operatorship of Blocks 7 & 8 and the Adigala Area (Ethiopia). In accordance with the farmout agreement, New Age paid the Company $1.5 million in consideration of past exploration expenditures. The Company has retained a 30% working interest in Blocks 7/8.
•The Company continues to actively acquire process and interpret 2D seismic over Blocks 10BA, 10BB, 12A, 13T and South Omo with three seismic crews currently active.
•Africa Oil ended the quarter with cash of $55.4 million and working capital of $32.0 million as compared to cash of $109.6 million and working capital of $90.2 million at December 31, 2011. Proceeds of $33.5 million received in relation to the Marathon and New Age farmouts subsequent to the end of the quarter have positively impacted the Company's near term liquidity and capital position.
Keith Hill, President and CEO, commented, "Africa Oil is very encouraged with the results of our first two exploration wells in the Lockichar basin. The arrival of an additional two drilling rigs will allow us to evaluate whether the Tertiary trend extends into southern Ethiopia and to test the Cretaceous rift in north-central Kenya."
http://www.marketwire.com/press-release/africa-oil-third-qua…
AOI am Donnerstag auf einer Konferenz in London - cheers to Warnado1:
.........................
Bank of America Merrill Lynch is delighted to invite you to attend the 5th Annual E&P and Oils Services Conference 2012 on Thursday 22 November 2012 at the Bank of America Merrill Lynch Financial Centre, 2 King Edward Street, London, EC1A 1HQ.
This conference will consist of 1-1 and group meetings; there will be no large presentations.
2012 Confirmed Companies
Afren PLC
Lundin Petroleum AB
Africa Oil
Ophir Energy
[...]
https://gems.bankofamerica.com/public/OnlineRegRedirectServl…" target="_blank" rel="nofollow ugc noopener">
https://gems.bankofamerica.com/public/OnlineRegRedirectServl…
.........................
Bank of America Merrill Lynch is delighted to invite you to attend the 5th Annual E&P and Oils Services Conference 2012 on Thursday 22 November 2012 at the Bank of America Merrill Lynch Financial Centre, 2 King Edward Street, London, EC1A 1HQ.
This conference will consist of 1-1 and group meetings; there will be no large presentations.
2012 Confirmed Companies
Afren PLC
Lundin Petroleum AB
Africa Oil
Ophir Energy
[...]
https://gems.bankofamerica.com/public/OnlineRegRedirectServl…" target="_blank" rel="nofollow ugc noopener">
https://gems.bankofamerica.com/public/OnlineRegRedirectServl…
Es scheint eine Planänderung hinsichtlich der Bohrreihenfolge durch Tullow zu geben, wurde auf stockhouse aufgestöbert. In der aktuellen AOI-Präse wird Kongoni mit Q1 angegeben. Auf der Tullow-Homepage heißt es: Kongoni = H1, Twiga-North=Q1
http://www.tullowoil.com/index.asp?pageid=477#southeast_ea
Was man aus der Präsentation sehen kann, ist dass Twiga-North näher an Twiga ist als Kongoni. Vielleicht hängt es mit der Tullow-Taktik "Ziele mit höchster Erfolgswahrscheinlichkeit zuerst" und ihrer Eigenschaft als E&P-Company zusammen. Dann liese das ggf. Rückschlüsse auf Twiga-South zu...
User RionsRun kommentiert das so:
"Kongoni is between Twiga-S and Ngamia. Twiga-N is the farthest well of the group from Ngamia.
If they are drilling Twiga-N before Kongoni they might be testing the extent of oil reservoirs.
Can't be sure with what is known. But it is certain the basin does count more than the individual wells."
Und als Nachtrag:
"[...]I think this is good news. Twiga-S must be sharing at least one, probably more, oil reservoirs with Ngamia.
There were 30 kilometers between Twiga-S and Ngamia and it looks like less than 30 between Twiga-S and Twiga-N and because oil reservoirs typically extend over a large area, possibly several hundred kilometres across, we could be sitting on one gargantuan reservoir(s).
If we are right.
-Rion"
--------
Schau mer mal...
http://www.tullowoil.com/index.asp?pageid=477#southeast_ea
Was man aus der Präsentation sehen kann, ist dass Twiga-North näher an Twiga ist als Kongoni. Vielleicht hängt es mit der Tullow-Taktik "Ziele mit höchster Erfolgswahrscheinlichkeit zuerst" und ihrer Eigenschaft als E&P-Company zusammen. Dann liese das ggf. Rückschlüsse auf Twiga-South zu...
User RionsRun kommentiert das so:
"Kongoni is between Twiga-S and Ngamia. Twiga-N is the farthest well of the group from Ngamia.
If they are drilling Twiga-N before Kongoni they might be testing the extent of oil reservoirs.
Can't be sure with what is known. But it is certain the basin does count more than the individual wells."
Und als Nachtrag:
"[...]I think this is good news. Twiga-S must be sharing at least one, probably more, oil reservoirs with Ngamia.
There were 30 kilometers between Twiga-S and Ngamia and it looks like less than 30 between Twiga-S and Twiga-N and because oil reservoirs typically extend over a large area, possibly several hundred kilometres across, we could be sitting on one gargantuan reservoir(s).
If we are right.
-Rion"
--------
Schau mer mal...
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